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Create orders - Mobile POS App

Written by Camila
Updated this week

​Create an order

  • Click on "Add products"

  • Click on the products you wish to add to the order. If the product has variants or options, the product page will open and you will have select those first before adding to order

  • Once you have added the desired products, you will see the checkout form with the order summary and total. Click on "Checkout" button.

  • Choose a payment method (e.g. Cash) and continue the payment process (e.g. Choose the cash amount received and mark as paid)

  • The order has been created. You can add an order note (optional). You can send a receipt to your customer via WhatsApp or click "Done" to finish with the order.

  • If you want to send the receipt to your customer, click "WhatsApp" button. In the next page, enter your customer's phone number and name (optional). Then click "Send via WhatsApp".

Attach a customer to an order

You can attach an existing customer to an order before adding items. On the New order screen, tap "Add customer". Search for the customer using their name, phone number, or email address. Select the correct customer from the list.

Once the customer is attached, proceed to add items and continue with the remaining order steps as usual.

Apply a discount to an order

If you need to offer a discount to your customer, you can easily apply it before completing the order.

After adding items to the order, tap Discount. Choose whether you want to apply a fixed amount or a percentage discount. Enter the discount value, then tap Apply discount.

The order total will update automatically to reflect the discount.

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