Save & Open Draft Billing Orders

While creating an order, you may face instances where you need to work on another task urgently, and do not want to lose the details of the current order. During such situations, you can save an existing order as a draft, and retrieve them later.


Please Note
This functionality is available only for users who have Retail Pack activated.

Important Note
To save an order as a draft, at least 1 product or service should be added.

1. During the Billing process if you want to save an order as a draft and would like to process it later, click on Save.

2. To access orders that were saved as drafts, click on View  > select a draft order > click on Load Order.

You can now proceed to bill that order.

Important Note
You can delete a saved order by clicking on  icon of that respective order.

3. On selecting a draft order, if you want to delete it, click on Delete.

4. While billing an order, if you want to reset the page completely, click on Reset.

A Reset Order pop-up dialog box appears. Click on Yes, Reset.

All the products entered on the billing page get cleared and you can start entering the products all over again.

5. To view orders that are pending; from the billing page, click on Pending Orders. The following options get displayed.

  • Online Orders: Displays orders that were received from your website or app.
  • Delivery Pending: Displays orders whose goods are yet pending to be delivered.

 

6. To customize your billing settings, click on , and then you can change your printer setup as well as your weighing scale setup. Click on Save Details to save the changes made.


Important Note

If you’re connecting your Printer for the first time, an Unable to Communicate to Printer modal will open up. You need to click on Download and install a certificate to allow it to print.

Once you’ve downloaded and installed the file, a pop-up will be displayed on the screen “Certificate installed successfully. Restart your browser.”

Restart your browser and log in to your account. Your printer will now be connected.

Billing System Shortcut keys

You can view and use the list of shortcut keys shown below to navigate around the billing module. Click on the Shortcuts Tab to access the list.


Note
This functionality is currently unavailable on mobile. You can save and open draft orders only from your computer.
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