A Point of Sale (POS) system is a vital tool for managing customer transactions in businesses. It's important for employees to understand how to create a new order in the system. This guide will walk you through the process of creating a new order in the POS system.
Step 1: Initiate a New Order
Begin by clicking on the "New Order" option in the POS system. This action signals the system that you're about to register a new transaction.
Step 2: Enter Customer Details
Next, enter the customer's name or phone number. This step ensures that the order is linked to the right customer in the system.
Step 3: Accessing the "Create New Order" Section
After choosing the desired Customer, you will be re-directed to the Customer Information page where you need to click on "Continue" located on the bottom right of the page to proceed to the "Create New Order" page.
Step 4: Select Products
Now, navigate to the products section and select the items that the customer wants to purchase.
Step 5: Add to Order
Once you've selected all the required products, click on "Add to Order." This will add the items to the customer's order.
Step 6: Choose Charging Method
Depending on the customer's preference, you can choose to "Charge Now" or "Charge Later."
Step 7: Tip Section
If you've chosen to "Charge Now", you'll be prompted to select tip. Here, you can select the desired tip or choose on "No Tip" and click on "Proceed".
Step 8: Choose Payment Method
By clicking on "Proceed", you will be re-directed to new page where you need to select a payment method. Choose the method that the customer prefers.
Step 9: Payment Confirmation
Here, the total amount reflects for the order and you can also choose the partial payment if the customer prefers by adding a payment note as well. Click on "Pay" to finalize the payment process.
Step 10: Adjust Receipt and Notification Preferences
Before finalizing the order, set the receipt quantity according to the customer's preference. Also, de-select any notifications as needed. Once you've made these adjustments, click on "Proceed."
Step 11: Order Confirmation
At this point, your order should be successfully created. It will now appear under the "To-do" status in the "Orders Hub."
Conclusion:
Creating a new order in the POS system is a fundamental task for employees in a retail setting. By following these steps, you can ensure that each transaction is accurately recorded and tracked in the system. Always verify the details with the customer to ensure accuracy and satisfaction.