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New (Create Order)

Create Order is your register. It has three tabs — Sell, Returns, and Others (quotes & scrap) — each a guided, step-gated flow.

Create Order

Overview​

Pick a store location and fulfillment, attach a customer, add items, then the order summary totals everything with tax, discounts, pricing rules, and loyalty before you take payment and submit.

Tabs in detail​

Sell​

The standard sales flow, in gated steps:

  1. Order basics — Store Location (required), Fulfillment Options (Store Pickup, Local Delivery, Shipping, Service, Mixed), Order Status, Extra Discount, Cashier (auto).
  2. Customer — existing or new (name, phone, email, delivery address with Google autocomplete, source).
  3. Items — add products/services; per-item quantity, unit price, list price, description, SKU; optional per-item tax and warranty fields; service-scheduling fields for service items.
  4. Tax — unified tax rate, or per-item tax when Separate Tax is on.
  5. Notes (optional) — Customer, Shipping, and Internal notes.
  6. Payment — Loyalty redemption (program + redeem amount), Payment 1 (method, status, amount, note), optional split into Payment 2/3, and a live payment summary (paid vs. balance).
  • Applicable Pricing Rules panel auto-applies eligible discounts (toggle per rule).
  • Order Summary: subtotal, discount, tax, grand total, amount due.

Returns​

  1. Select the original order.
  2. Choose return items with quantity, reason, and condition (New / Used / Damaged / Defective).
  3. Return summary: item count, subtotal, restocking fee, total refund.
  4. Return details: reason, condition, refund method (Cash / Card / Store Credit / Check / Bank Transfer), processed-by.
  5. Optional notes → submit; inventory and balances reverse.

Others (Quote / Scrap)​

  • Pick the type: Quote (no inventory impact, no payment) or Scrap (deducts inventory, no payment).
  • Set Priority and Required By date; choose location.
  • Customer + Items + Tax steps mirror Sell (customer/tax hidden for Scrap).
  • Submit creates the quote (convertible to a sale later) or records the scrap.

Step by step: create a sale​

  1. On Sell, choose your Store Location.
  2. Set fulfillment and (optionally) attach a customer.
  3. Click Add Product/Service and add line items.
  4. Review pricing rules and loyalty in the summary.
  5. Record payment, then click Submit Order.

Tips & best practices​

  • Always set the Store Location first — stock, tax, and pricing depend on it.
  • Use Others → Quote for estimates; convert to a sale later from Order List.
  • Attach the customer before payment so loyalty points and the invoice attach correctly.
  • Turn on Separate Tax only when items need different tax rates.

Troubleshooting​

IssueFix
Can't submitA required field is missing — confirm Store Location and at least one item
Pricing rule didn't applyCheck the rule's conditions in Catalog → Products → Pricing Rules
Loyalty points not showingThe customer isn't enrolled — enroll them in Growth → Customers

What's next​