Create / Update Orders

This module records each sale when it happens, so your inventory records are always up-to-date. It helps you manage your business and perform sales transactions. It automatically collects and stores data about customers and sales.

With this module, you can add products, associate a customer, and add the payment. Once the order is created, changes will be automatically reflected on other modules such as inventory will be deducted accordingly, the track will be kept of any pending payments for the order, etc.

Create New Order


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

1. From the Homepage, click on Orders.

2. From the Orders landing page, click on Create Orders.

3. Click on Advanced Billing.

4. Click on Sales Invoice.

5. From the Create Invoice page that gets displayed, enter a product or select a product from the drop-down list.

6. To add a new or custom product, enter a product name and click on Create New Product.

7. Enter the product details and click on Save.


Note
The new product that you have created while creating an order, gets automatically updated in the inventory.

8. To create an order for a customer, click on Add Customer.

9. Enter the customer name or select the customer from the drop-down list.

10. Edit the customer’s details if you wish, and click on Continue.

11. Either select an existing address or create a new address and click on Continue.

The customer details get reflected on the Create Invoice page.

12. If you wish to add a billing address, you can click on Save & Add Billing Address tab while you are adding the customer’s delivery address.

13. Either select an existing billing address or create a new address and click on Continue.

The billing address gets reflected on the Create Invoice page.


Note

You can add a billing address by clicking on Add Separate Billing Address option.


Important Note

If you want to enter delivery and billing address separately while confirming and billing order, you need to go to Settings > General > enable Separate Delivery and Billing Address slider as On and click on Save.

14. To deliver the goods directly to the customer, select the checkbox next to Mark as Home Delivery.

15. If you wish, edit the exiting address that you had selected earlier while editing the customer’s detail and click on Continue.


Note

You can also add a new address to which you can deliver the goods by clicking on Add new Address.

16. Enter the Date and time of the Delivery.

17. To enter a GSTIN number, select the checkbox Mark as E-Commerce Invoice and enter the number.

18. Enter the Invoice Number and the Invoice Date.



19. If you want to add a note and identification number regarding each and every item that you have ordered, then you can click on Add Product Notes and Add / Edit IMEI or Serial No. respectively.

20. If you want to add a certain request for a particular item or service that needs to be carried out, you can click on Add Work Order.

21. If you want to add a note regarding an order created, enter the details under the Order note field.

What is the difference between product notes and order notes?

Product notes are applicable for each individual product, for ex:- If your order is Maggie then it’s product note will be – with extra masala. Order notes are applicable for the whole order ex:- If you order Maagie, shampoo, etc then it’s order note will be – deliver on time.

22. Once you have created an order, click on Add Payment and select the mode of payment.

23. Enter the payment details and click on Add Payment.

The Payment details get displayed at the bottom of the page. You have successfully created an order and now you can create an invoice receipt for that customer.


How to use customer credit option for partial payment in advance billing?

1. Once you have created your order from create order page, click on Add Payment button.

2. Select Customer Credit payment mode.

3. Make a partial payment through customer credit, i.e. enter only half amount via customer credit and click on Add Payment.

In the above example, the price of the product was 699 from which 300 is added through customer credit.  (399 will be paid through different payment mode)

4. Again click on Add Payment button to add the balance amount via another mode of payment.

5. Select a payment mode  through which you want to make payment. Enter the details and click on Add Payment.

Repeat the above steps if you wish to pay through more payment modes.

Once all the payment is done , your payment pending section will show "0" amount, along with the payment modes from which you have used to pay the amount.

1. From the Homepage, tap on Orders.

2. From the Orders landing page, tap on Create Order.


Note

If you have multiple outlets, tap on the outlet from where you are creating order and you can proceed further.

3. Tap on the Search bar to enter the product name.

4. Select the product from the drop-down list.

5. Edit the quantity and the pricing details. You can add Tax or discounts if applicable. Tap on Continue.

6. On the Order Summary page, tap on Add Customer.

7. Enter the customer’s name or select from the drop-down list of customers.

8. Edit customer details as required and tap on Continue.

9. Toggle the Home Delivery slider and E-Commerce Invoice as ON if you want to add delivery details and Invoice GSTIN number. Tap on Continue to proceed.

10. You can either select and edit an existing address or add a new address of that customer and tap on Deliver Here.

11. Enter the date, time, and delivery instructions if applicable and tap on Confirm.

The following payment mode gets displayed. They are as follows:

  • Cash: The customer can pay the amount in cash.
  • Debit \ Credit Card: Customers can make the payment by swiping their credit or debit card.
  • Sodexo: You can also choose to let your customers pay through Sodexo coupons.
  • Ticket Restaurant: This allows the customer to pay via restaurant tickets.
  • Cheque: Customers can pay by giving a cheque. The following slider will be displayed when you click on this option.
  • JD Pay: Clicking on this option will display the following pop-up. A payment link will be sent to the customer on their registered mobile number.
  • Unified Payments Interface (UPI): This option allows you to transfer money between two bank accounts by using transaction and UPI ID.
  • Customer Credit: This option can be used if customer credit is enabled for the customer. This option lets your customer pay later.
  • Payment On Delivery: This option is used if the customer wants to pay only when they receive the goods.

Note
In order to use JD Pay as a mode of payment, you need to upload your KYC / Bank details and get them approved.

Note
In order to use Customer Credit as a mode of payment, you need to first enable credit for that customer.

Note
The payment On Delivery option is only available when you select the Home Delivery tab.

12. On selecting the cash mode of payment, the payable amount would be prefilled, or else you can edit the amount as well. Tap on Complete Payment.


Note
The above step for Cash payment mode is also the same for Debit / Credit Card, Sodexo, Ticket Restaurant, and Cheque mode of payment as well.

13. If you have selected Cheque as a mode of payment, enter the required details and tap on Add Payment.

14. Tap on Complete Payment to finalize the billing process.

15. If you have selected UPI as a mode of payment, enter the UPI and transaction ID and tap on Save Payment.

The following confirmation page appears with the following options:

  1. Enables you to send SMS or email to the customer.
  2. Enables you to add an identification number to each product for easier handling of goods.
  3. Enables you to create a new order.

Update Orders


1. From the Homepage, click on Orders.

2. From the Orders landing page, click on View Orders.

The following page gets displayed. It consists of four tabs:

  • All: Displays all the orders that you have received in your store.
  • Online: Displays only those orders that were received from your website or app.
  • Instore: Displays only those orders that were received in your store.
  • Unlinked: Displays only those orders that have unlinked products or batches.

 

Each tab displays the following information:

  • Delivery Date & Time: In the case of home delivery orders, this displays the date and time by which the order has to be delivered to the customer.
  • Order Date: Displays the date and time when the order was placed. It also displays the order number, and whether the order was placed from your website or your app.
  • Invoice date: Displays the date and time when the invoice was generated. It also displays the invoice number.
  • Customer: Displays the name and contact details of the customer.
  • Order Value: Displays the total amount of the order.
  • Payment Pending: Displays the mode of payment and the total amount pending for that order.
  • Due Date: Displays the total number of days by which payment is due along with the payment due date.

 

3. Click on an order you want to edit and the following page gets displayed. Click on Edit if you want to edit a product/service.

4. An Edit Order page gets displayed, edit any details if necessary and click on Save Changes.

5. To edit the Payment details, click on Edit next to Payment Summary.

6. Click on , next to the amount detail, and from the following modal window, edit the amount and click on Save Payment.

7. If you want to change the mode of payment, from the modal window, click on Delete Payment for the existing amount.

8. Click on Delete to confirm the same.

9. Now click on Add Payment > select the mode of payment of your choice > click on Add payment.

10. If you want to add or edit a note for a particular order, enter the details in the Order Note field and click on Save Changes to complete the process.

11. To Add an identification number for the products ordered, click on Add / Edit IMEI or Serial No.

12. To send Invoice details to your customers, click on the E-Invoice tab. You will have the option to send the Invoice by SMS or email.

13. You can print your Invoice or Quotation receipt by clicking on Print.



Printer Setup

1. In the Detailed Order page, click on the drop-down next to the Print button and select Printer Setup option.

2. Select the Printer Type and enter all the relevant details. Click on Save Details to updated 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  in order 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 login to your account. Your printer will now be connected.


14. Once the goods have been delivered, a Return from Customer tab appears. Click on this tab if the goods are returned by the customer.

From the following page enter the details under the returned quantity and inventory action section.

Restock: This will add the returned items back to the inventory.
Damaged Goods: This will not add the returned items into the inventory.


Note
Returned quantity cannot be more than the available quantity.

15. On clicking Return From Customer, a Refund Payment modal window appears. Enter the Cancellation charges if applicable and click on Confirm Refund to receive the payment.

16. Select the mode of payment.

17. Click on Complete Refund.

A Refund confirmation window gets displayed.

18. To collect payment from a customer, click on Collect Payment > select mode of payment > enter details and click on Confirm Payment.



19. You can also cancel orders which have been assigned for home delivery but have not been delivered yet to the customer. Click on  > Cancel Order.

A Cancel Order modal window gets displayed. Click on Cancel Order and the order gets canceled successfully.

20. To add notes for each and every product ordered, click on  > Add Product Notes.

21. Enter the details for each product and click on Save.

22. To Delete an order, click on  > Delete Order.

Deleting an order will cause changes in the product stock count. You will have the option to adjust the product inventory if you wish.

  • Adjust Inventory: This option will make the changes in the stock inventory once the order is deleted.
  • Don’t Adjust Inventory: This option will not make any changes in the inventory.

 

Select the required option and the order will be deleted successfully.

1. From the Homepage, tap on Orders.

2. From the Orders landing page, tap on View Orders.

The page gets displayed with the following details:

  1. Displays whether the order is placed through billing, website, or mobile app.
  2. Displays the name of the customer.
  3. Displays the order number and date and day of the order created.
  4. Displays the status of the order.
  5. Displays the total amount for the order.
  6. Displays the number of items ordered.

 

Tap on an order you want to edit and the page gets displayed with the following details:

  1. Displays the date and time of the order created.
  2. Displays the Order Amount.
  3. Displays the status of the order and the mode of payment.
  4. It enables you to bill a particular order.
  5. It enables you to assign the order for delivery.
  6. It enables you to mark the order as delivered if the products have been delivered to the customer successfully.
  7. Enables you to send a payment link to the customer.
  8. Enables you to contact a customer through calling, WhatApp, SMS, or email.

 

3. Tap on , to view the following options:

  • SMS Invoice: Enables you to send the Invoice receipt to the customer by SMS.
  • Email Invoice: Enables you to send the Invoice receipt to the customer by email.
  • Cancel Order: Enables you to cancel an order only if you have not billed that order.

Exporting Orders


1. From the Homepage, click on Orders.

2. From the Orders landing page, click on View Orders.

3. To export order details, click on  > Export.

4. From the Export Orders modal window, select the type of order report > select the Date Range > Click on Export Orders.

5. An Export-Import History modal window gets displayed. Click on the Download file to complete the process.

6. To export files for Tally purposes, click on  > Export For Tally.

7. Select the Date Range and click on Export.

8. An Export-Import History modal window gets displayed. Click on the Download file or send an Email Link to complete the process.


Note
This functionality is currently unavailable on mobile. You can export order reports only through the web.
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