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Orders

Orders

This feature allows you to view the orders placed by the selected customer. Every time a customer is connected with a purchase in the POS page, the order will automatically be sent here. This can then be viewed at any time and can be used as a means of gathering important customer data.

You may search for individual orders, view purchasing types (e.g. In Store, Delivery, Collection), see a customer’s total expenditure and more.

Get to the page below via Home Page > Customers > Orders

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Customer Order Information

The panels at the top of the window each display information regarding the customer’s order history.

Tip

Spent: The total amount of money this customer has spent at your business.

Total: The total number of items the customer has purchased.

Dine In / In Store: The number of purchases made via Dine In or In Store.

Delivery: The number of purchases via delivery.

Collection: The number of purchases via collection.

Outstanding: This panel is connected to the On Account payment option, and displays their On Account outstanding balance.


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Search

Set search parameters and use in conjunction with the search bar to locate specific orders.

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Column Titles

Select which information is readily shown in the order list.

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Sort

Tap the sort icon to sort the orders in varying ways (e.g. Ascending or Descending).

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Print / Send

Tap the printer preview icon.

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This will cause a window to open, displaying the template in which it would be sent or printed.

Tap the send icon to email the invoice, or the print icon to print the invoice.

Create, edit and delete print templates via
Home Page > Settings > Customers > Orders

Warning
In order to use the email feature, you must be signed in to your email account on your device’s Mail app. If you are not logged into your device’s Mail app, emails cannot be sent.

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