Once an order is placed it start showing up in “Manage Order” screen this section contains various features and options to ease up any activity to be porformed on a placed order. To redireect to manage order screen follow these simple steps
PoS Login > Orders > Manage Orders
#1 : All different types of orders are listed in this section only
#2 : You can use search option to find any specific order you wish to find. Just click on this button and a input box will be opened for you
#3 : Refresh your order list to get the most recent orders into your list
#4 : Order History : All of your previously placed orders will be listed under this section.
#5 : These filters are used to list down orders as desired. You can filter out orders on the basis of Its Type(Takeaway, In-Store etc.), Status(Active, Completed, Cancelled etc), Time(when that order was placed)
#6 : All of your orders are listed like this. Click on Individual orders to view more details about it.
#7 : When an order is clicked its detailed information can ve viewed by clicking on this “More” button
#8 : If the payment is still not recieved on an order then “Collect Payment” button is showed and if payment is made then “Refund Payment” button is displayed
#9 : Print Button is used to print invoice for the selected order
Order Details
To view order details of a particular order, please follow the below steps
Order(In header) > Order History(Tab in main section) > Select Order > More
Once “More” button is clicked, completed details of the order will be shown as below.
#1 : When you click on ‘Back To Orders’ button, you will be taken back to the screen showing the complete order list.
#2 : This section indicates your next order status to which the order can be updated.
#3 : To add more Items in existing order click on “Add Items”.
#4 : Edit customer details, shipping details, comments and details just by clicking “Edit Order”.
#5 : Delivery charges and other delivery information can be changed by clicking on “Edit Delivery”.
#6 : Send order details through email to your customers with “Email Invoice”
#7 : “View Invoice” is used to preview invoice generated for this order.
#8 : If you wish same Items to be ordered again for some other customers, clicking on “Reorder” will do that automatically
#9 : If any comments are attached to this order then it is shown in “Comments” section
#10 : The details of the customer for which the order is placed are shown in “Customer details”
#11 : “Payment History” represents how much payment was made for this order and in which mode.
#12 : “Order History” section shows what are the actions that have been taken on this order
How to Collect Payment on Order
If there is any payment due for an order, please follow below steps to collect payment due.
- Go to “Orders” section
- Select “Order History” to view the the list of orders
Note : You can find your desired order by using the filters on the screen. - Click on your order to open its item list
- Click on “Collect Payment” to initialize payment processing
When “Collect Payment” is clicked, a pop-up is opened to record the details of the payments.
- Input the amount to be collected from the customer
- Select the mode by which the payment is to be recieved.
Once these details are recorded, your payment details are updated
How to Refund Additional Amount of Order
If there was any overpayment on an order, you can refund the amount by following the below steps
- Go to “Orders” section
- Select “Order History” to view the the list of orders
Note : You can find your desired order by using the filters on the screen. - Click on your order to open its item list
- Click on “Refund Amt.” to initialize payment processing
When “Refund Amt.“ is clicked, a pop-up is opened to record the details of amount to be refunded.
- Input the amount to be refunded to the customer
- Select the mode by which the payment is to be refunded.
Once these details are recorded, your payment details are updated in the order
Updating Order Status
Status of the order has to be updated to be completed to finish the sale process. To achieve this open details of the order you wish to update.
To make it easy, Twirll will show the possible next order statuses. Select the status to which you wish to update the order.
Confirm your selection and the status will be updated.
Adding New Item In Order
To add an Item in the order, click on “Add Items” button from order detail screen
You will be taken to a new screen where new Items can be added to this order
#1 : This is for going back if no change is required
#2 : If you want to add multiple entries then click on “Add More Items”. This will add another section to add an item
#3 : “Save” button is used to finalize the items that are to be added in order
#4 : Start typing item name here and Twirll will intelligently show up a list of all available items which start with the name you have just typed. Select the right item from the list
#5 : Type any comment that you want to be added with this item
#6 : This is for resetting/deleting item details captured
#7 : Unit price gets automatically updated when an item is selected. However, It can be modified if a user wishes to.
#8 : Quantity is defaulted to 1 for an item but it can be modified as per the requirement
#9 : A flat discount can be applied to the product
#10 : You also have option to add discount in percent to this item
This is how an Item looks when it is first added, keep on adding more products as required with “Add More Items” and once it is finalized just click on “save”
Modifying Existing Item Detail
Item details can be modified even if the order is saved. This can be done with “Edit Order”
Once the item details are opened, make changes you wish to and “Save” the Item.
Your changes will be displayed in the item list in order detail section
Editing Order Detail
Different order details can be modified with “Edit Order” functionality
#1 : You can edit any comment given with the original order. Just click on this button and an Input will be available for you to modify the comment
#2 : Click on this button to edit customer details. It will take you to a new screen where you can edit the respective details of that customer
#1 : Add/Edit details of the customer you wish to modify
#2 : Once details are filled, click on “Save” button to finalise the changes
#1 : Modify address of the customer from the inputs provided in this section
#2 : Click on “Save” to finalise your changes
#1 : Modify Shipping details from inputs provided in this section
#2 : Once all details are filled then you can click on “Save” button to save the details
Editing Delivery Charges
This option is valid only for delivery order. This option gives feature of Modifying delivery charges and dispatch details. Once this button is clicked then it takes you to a new screen where you can make respective changes
#1 : Modify Delivery Charges and with respective comment to change
#2 : Click “Save” to finalize delivery details
#1 : Modify tracking details from the inputs provided to add and edit details of the customer
#2 : Click on “Save Dispatch Details” to save details of the customer
Email Invoice
#1 :Select an appropriate purpose of sending Email to customer
#2 :Click on “Proceed” button that will take you to next step to create email
#1 : Enter Email Id to whom this mail is to sent, subject of the Email and any message that you’d like to propogate
#2 : When all the fields are filled, click on “Proceed” button to initiate emails
Printing Invoice
To print invoice of an existing order, you need to configure your printer first. You can configure your printers from here.
Open the details of the order and locate the print button at the bottom of items list section
If the thermal printer is configured then clicking on this button will print the invoice and in case of any other printer, It will open the invoice to be printed
Re-ordering a placed order
By reordering an order, you can have the same items in a new order, for that, go to order detail screen and locate “Re-Order” button on the detail screen
Clicking on “Re-Order” button will copy these items in the new order which you can process accordingly