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How to Create a New Order in the POS?
How to Create a New Order in the POS?

Creating a new order in the POS ensures seamless customer transactions and accurate order processing.

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Written by Support Turnsapp
Updated over a week ago

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: Select Products

Now, navigate to the products section and select the items that the customer wants to purchase.

Step 4: 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 5: Choose Charging Method

Depending on the customer's preference, you can choose to "Charge Now" or "Charge Later."

Step 6: Choose Payment Method

If you've chosen to "Charge Now," you'll be prompted to select a payment method. Choose the method that the customer prefers and click on "Proceed."

Step 7: 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 8: 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.

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