Orders
The Orders module manages the full sales lifecycle — from draft quote to payment collection and delivery.
Order Types
Sales Order
Sales Orders are created at point of sale — from the counter, a booking checkout, or online. They contain the items sold, the customer, discounts, and payment status.
Order Lifecycle
Draft → Confirmed → Processing → Completed
↘ Cancelled / Refunded| Status | Description |
|---|---|
| Draft | Not yet submitted — editable |
| Confirmed | Accepted, payment may be pending |
| Processing | Being prepared or delivered |
| Completed | Paid and fulfilled |
| Cancelled | Order was voided |
| Refunded | Payment returned to customer |
Creating an Order
Go to Orders
Click Orders in the left menu, then + New Order.
Select customer
Search by name, phone, or email. Create inline if needed.
Add items
Search your product catalog and add items. Adjust quantities and apply line-item discounts.
Apply promotions
Enter a coupon code or select an active promotion. Discount is calculated automatically.
Choose payment method
Cash, bank transfer, card, or split payment.
Confirm & pay
Click Confirm Order to lock it in, then Mark as Paid when payment is received.
Payment
| Method | Notes |
|---|---|
| Cash | Manual recording |
| Bank Transfer | Reference number field |
| Card | Integration with payment gateway (configured in Settings) |
| Split | Combine any methods for partial payments |
Partial payments are supported. An order can be marked as Partially Paid while awaiting the remainder.
Receipts & Invoices
From any completed order you can:
- Print / download a receipt (PDF)
- Issue an e-invoice (via the E-Invoices plugin)
Order Linked Records
Each order automatically links to:
- The customer (order history visible on customer profile)
- The booking (if order came from a checkout)
- An invoice (if e-invoicing is enabled)
- Stock (inventory is deducted on confirmation)
Filters & Reports
Filter orders by:
- Status, date range, assigned staff
- Payment method, total range
- Linked customer or product
Export to CSV for accounting or reporting.