Order Page

NOTE: In order to complete an order you must have a register open. If you do not have a register open, the system will not allow you to place an order. You will have the option to open a register right from the Order page. See the Register Page in the knowledgebase for more information on how to set up a register

The Order page is where all the transactions occur. On the left side, you have the Products Card, and on the right, you have the Order Card

On the Products Card, you will see a search bar, favorite folder, and categories configured. To configure products click Account -> Products. In the search bar, you can search for products and click the results to add to the order card. You can also click the search bar and use a barcode scanner (if installed) to scan product barcodes (if configured in the system) and add products to the order card that way. 

You can also click the category folders to open and show the products inside. Click a product to add it to the order card. 

On the Order Card, you will see who the customer is at the top. If you click Quick Sale, it will say "Quick Sale". You will then see the products you have added. Each product will show you the product name, price, and quantity. Click the "+" icon to add more of that specific product. You will then see a "trash" icon to delete one of those products. You will also see a "tag" icon. This is the discount button. Click the discount button and a text box will appear. Enter discount codes any customer gives you and if they are configured in the system, it will apply the discount. You may also see a "Waive Item" button. If you have permission, you can completely waive that product's price. If a discount is added, you have the option to remove the discount. Under all of the products, you will see a "Add discount to entire order" button. This will do the same as the product discount button, but apply the discount to the entire order.

NOTE: Some discounts are per product and others are per order. If the code does not work, you may have to try the opposite option. 

Below the products you also have some other options like the following.

• Clear
  • Clear the order card and remove all products
• Suspend
  • Suspends the order so you can exit the order page and resume later (read more in the Suspend article in the knowledgebase)
• Start Return
  • Starts a return order (read more in the Returns article in the knowledgebase)
• Checkout
  • Begins checkout (read more below)

After clicking the Checkout button, you will see a receipt for the items in the order. You will see a "Total Left" amount. You can divide the payment up between Cash, Credit/Debit Card, and Gift Card. You can double-click a field to auto-input the amount if someone is paying all cash or all cards, for example. If you receive a $20 bill and the customer is to get some change back, you will see the "Total Left" turn negative showing the change to give back. After payment is received, click finish. You will then be given some receipt options. You can Print, EMail, both Print and EMail, or choose no receipt. If a member has an email saved to their membership profile, it will auto-populate. If you enter an EMail, it will not save to their account. 

For issues using the receipt printer, see the Printer article in the knowledgebase.