Sales Orders
Sales Orders are the staff side of storefront order requests. This is where the team sees submitted orders and moves them through the work stages.
Main stages
- Submitted: customer sent the request.
- Confirmed: staff accepted the order.
- Packed: staff picked and packed the items.
- Ready: order is ready for pickup or dispatch.
- Fulfilled: customer received the order.
- Cancelled: order will not continue.
What staff checks
- Order: order number and submission time.
- Channel: where the order came from.
- Store: which store is handling it.
- Customer: who placed it.
- Total: order value.
- Status: where the order currently stands.
Easy example
A storefront order comes in as submitted. Staff confirms it, picks the products, marks it packed, then marks it ready when the customer can collect it. When the customer receives it, staff clicks Fulfill, chooses the payment method, records payment proof if needed, and then the app creates the real sale and removes stock.
Payment at fulfillment
Fulfill is the step where staff records the payment. The page asks for Cash, Card Machine, Manual Card, Mobile Wallet, Bank Transfer, or Credit / Pay Later.
If staff chooses Card Machine, Wallet, or Bank Transfer, the app asks for proof such as slip number, auth code, wallet reference, or bank reference. If staff chooses Credit / Pay Later, the sale is created with a balance due.
After payment is recorded, the app creates the completed sale, issues the stock, posts accounting, and the sale appears in daily sales stats.
Important note
Sales Orders are not the same as an immediate POS counter sale. A sales order starts as a request. It becomes a real sale only when staff clicks Fulfill and records the payment or credit decision.