Dashboard - Sales - Orders

Introduction

Explore the essentials of managing captured orders in your point-of-sale system with this concise helpdesk guide. Gain insights into order storage, kitchen transmission, billing, and access to valuable reports on order types, statuses, and processing times. Elevate your proficiency in order management for a streamlined point-of-sale experience.

Table of Contents

Sales Order Summary

Sales Order Summary

In the summary of sales orders, you'll discover a comprehensive breakdown of crucial metrics, including:



Orders: The total number of orders placed within the specified time frame.
Closed Orders: Orders that have been completed and finalized.
Net Sales: The total revenue generated after deducting any discounts and returns.
Discounts: The amount deducted from the total sales due to promotions or special offers.
Gross Sales: The total revenue generated before any deductions.
Taxes: The total amount of taxes collected on sales transactions.
Tips: Additional monetary contributions provided by customers for service staff.
Total Sales: The overall sum of all sales transactions, including net sales, taxes, and tips.

Filter Options

Customizable filter options for streamlined data management and tailored user experiences.



Date Range: Allows users to specify a period for filtering data based on start and end dates.
Start and End Time of Day: Enables filtering based on specific time intervals within a day.
Order Type: Provides the option to filter orders based on different categories or types, such as dine-in, takeout, delivery, etc.
Employees: Allows filtering by specific staff members involved in order processing or service.
Order Status: Provides options to filter orders based on their current status, such as pending, in progress, completed, etc.
Export Report: Allows users to export the filtered data and generate a report in a downloadable format for further analysis or sharing.



What you can do:



In the sales orders section, you can:



Partial Refund: Ability to refund a portion of the payment for an order, typically due to returned items or adjustments.
Full Refunds: Capability to refund the entire payment made for an order, often required for complete order cancellations or dissatisfaction with products/services.
Edit Order: Functionality to make modifications to existing orders, such as changing quantities, adding or removing items, or updating customer details.
Close Orders: Action to finalize and mark an order as completed or fulfilled within the system, indicating that all necessary actions related to the order have been executed.
Send Receipt: Send Receipt feature enables you to promptly dispatch requested transaction receipts for any given transaction.

These actions empower you to efficiently manage orders and offer exceptional service. Gain insights into your business's financial health through metrics like net sales, discounts, gross sales, taxes, tips, and total sales. Monitoring closed orders ensures you stay on top of your business's progress while editing orders in real-time accommodates customer preferences and requests.

By mastering these features and actions, you can streamline order management, boost customer satisfaction, and optimize business operations. This guide equips you with the knowledge and skills to make the most of your point-of-sale system, enhancing efficiency and profitability.

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Updated on: 08/14/2024