Use an order when a customer wants a product you do not have yet. You create it at the POS, track it under Orders, and check it out when the customer collects it. Orders are part of the Pro plan.
To create an order:
- Open the POS and add a product, but click Add to order instead of Add. The first product starts a New order line in the sale; the next ones go into the same order.
- Set an amount on the order line if you want a down payment, and complete the sale.
The order now appears under Orders with the status Awaiting approval. Products that are not in stock go on your order list automatically, so you know what to buy.
Follow an order
| Status | Meaning |
|---|---|
| Awaiting approval | New, not yet confirmed. |
| Order products | The products still have to be ordered. |
| Awaiting arrival | Ordered, on their way. |
| Inform customer | The customer needs to hear from you. |
| Ready for pickup | Waiting for the customer. |
| Completed | Collected and paid. |
| Cancelled | Not going ahead. |
What you can record
Open an order to fill in the details. Changes save as you go.
- Customer: connect an existing customer, or add a new one.
- Appointment: click Schedule to plan when the customer collects the order, and optionally email them a confirmation.
- Fulfillment method: Pick up in your shop, or Drop ship to the customer.
- Products: add or remove products, and give a discount.
- Remarks and the customer's preferred contact method.
Shipping labels
With Sendcloud connected, you can create a shipping label from the order and send it to the customer. See Sendcloud.
Email, WhatsApp and documents
- Email or WhatsApp: at the bottom of the order, pick a template from the Email or Whatsapp menu. Repender fills in the customer's details. See email or WhatsApp the customer.
- Quotation: print it or email it to the customer.
- Activity log: status changes, sent messages and comments, the same as on a repair. See activity log.
Check out an order
Open the status menu on the order and choose Checkout, or click Select order in the POS. Any down payment is taken off the amount to pay.
Paid the full amount as a down payment? Check the order out anyway, so it gets the status Completed and the products leave your stock. While a product on the order is not in stock, the order cannot be checked out. Add the stock first.