πŸ›’ Managing Orders in the POS Register


Managing orders in the POS Register is easy and flexible, so you can keep track of your current orders. No technical skills needed! This guide will show you the key features and simple steps for handling orders from start to finish.


✨ Key Features for Managing Orders

  • List all of your current Orders: You will see a list of all your current orders, including their status and details grouped by their status (Pending, On-Hold, Processing, Ready, Shipped, Complete).
  • View Order Details: View detailed information about each order, including items, quantities, prices, and customer information.
  • Full Action Buttons: You can perform actions like editing, voiding, or refunding orders directly from the order details.
    • Note: List of actions available may vary based on current order status, store permissions, and your user role.

πŸ“ How to Use the Managing Orders Page (Step-by-Step)

  1. Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
  2. Go to POS Orders: Click the POS Orders from the main menu. You’ll see all your current orders, grouped by their status (Pending, On-Hold, Processing, Ready, Shipped, Complete).
    • If the store has session enabled and not started, you will be prompted to start a new session.
    • If the store has session enabled and already started or the session is disabled, you will be taken directly to the POS.
  3. Select an Order: Click on any order to view its details, including items, prices, customer info, and order history.
  4. Take Action: Use the action buttons to edit, void, refund, update, etc to change the order status as needed.
    • Actions available may depend on the order’s current status and your permissions.

List of Actions

ActionWhat It Does
Accept OrderAccept the incoming order.
Cancel OrderCancel the order if it’s not completed yet.
NotifySend notifications to customers thru email or mobile number.
Print SlipPrint the order slip for the customer.
Print ReceiptPrint the order receipt for the customer.
Edit OrderModify items, quantities, or prices in the order.
Void/Close OrderVoid the order if it’s completed and needs to be closed.
Process OrderChange order status to Processing
Hold OrderChange order status to On-Hold
Pending OrderChange order status to Pending
Ready OrderChange order status to Ready
Ship OrderChange order status to Shipped
Complete OrderChange order status to Completed
Add PaymentsAdd payments to the order.
Apply Gift CardsApply gift cards to the order.
Update Service ModeChange the service mode for the order.
Assign StaffsAssign staff members to the order.


Action Matrixes

ActionNewPendingOn HoldProcessingShippedReadyCompleted
Accept Orderβœ…
Cancel Orderβœ…βœ…βœ…βœ…
Notifyβœ…βœ…βœ…βœ…βœ…βœ…βœ…
Print Slipβœ…βœ…βœ…βœ…βœ…βœ…βœ…
Print Receiptβœ…
Edit Orderβœ…βœ…βœ…
Pending Order
Hold Orderβœ…βœ…
Process Orderβœ…βœ…βœ…βœ…
Ready Orderβœ…βœ…βœ…
Ship Orderβœ…βœ…βœ…
Complete Orderβœ…βœ…βœ…βœ…βœ…
Add Paymentsβœ…βœ…βœ…βœ…βœ…
Apply Gift Cardsβœ…βœ…βœ…βœ…βœ…
Update Service Modeβœ…βœ…βœ…βœ…βœ…
Assign Staffsβœ…βœ…βœ…βœ…βœ…
Void/Close Orderβœ…
Save Customer to Storeβœ…

πŸ’‘ Tips
  • Always double-check the order details before accepting or processing.
  • If you make a mistake, you can void or refund the order.
  • Attach customers to orders for loyalty rewards and easier returns.
  • Assign staff to orders for better tracking and reporting.
  • Add notes for special requests or delivery instructions.

πŸ”— Related Guides

For more help, see the documentation or contact support.