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Orders, Laybys, and Click & Collect

This guide walks you through creating and managing a customer order that includes assigning staff and adding products to processing payments and finalizing the transaction.

1. Starting an Order​

  • Use the Staff Member Search Bar to assign the transaction.

  • Use the Customer Search Bar to find or create a customer profile.

  • Scan or search products using the Product Search Bar, or select from Quick-Access Product Tiles.

2. Tracking Stock & Order Status​

  • Add products to the order. The system shows which items are in stock and which are out of stock.

  • In-stock items are committed (not sold but reserved).

  • For out-of-stock items, choose an Order Status from the dropdown:

    • To Be Ordered – Awaiting supplier order.

    • On Order – Supplier order placed.

    • Ready for Pickup – Stock is ready at the store.

🛈 Tip: Staff and customers can be updated based on item status for clear expectations.

3. Processing Payments​

  • Hit Pay when you're ready to take a deposit or full payment.

  • Use EFTPOS, Cash, or Split Payment options.

Example: Pay $100 in cash and the rest by card, or pay for only selected items.

4. Notes & Comments​

  • Add any notes for context (e.g., expected delivery time, customer preferences). These appear on the final invoice.

5. Finalizing the Order​

  • Click Finish to mark the order as complete.

  • Stock is updated, transaction is logged, and a formal invoice is generated.

    Still have questions? Contact us here.