The Orders section provides a centralised view for tracking and managing orders across all sales channels. This allows you to efficiently monitor sales activities from a single view.

Accessing Orders

Open your Dashboard
Navigate to Sales > Orders

Note:
Orders that include comments will be highlighted for easier identification.

Add New Order

To add a new order, click on the '+' button

Note:
You can only add orders for Equotix POS sales channel. Make sure the Equotix POS channel is activated before creating an order.

The following fields are required to create an order

Searching the product on the product input field allows you to populate the cart item.

If your store offers memberships, you can assign the sale to a customer by clicking the Customer button and searching for the customer's name.

Field	Required	Usage
Customer	Yes	The customer assigned to this order. Leave empty if this is a new customer.
First Name	Yes	The first name of the customer
Last Name	Yes	The last name of the customer
Company	Optional	The company of the customer
Email	Yes	The email of the customer
Telephone	Yes	The telephone number of the customer
Telephone 2	Optional	The secondary telephone number of the customer

The additional settings are as follow

General Settings

Field	Required	Usage
Channel Order ID	Optional	The Order ID for the order
Channel	Yes	The sales channel that this order is created for
Date Ordered	Yes	The date that the order is created
Currency	Yes	The currency of the order
Currency Value	Yes	The currency value of the order (for default currency, use 1)

Shipping Settings

Field	Required	Usage
Address 1	Optional	The shipping address 1 for the order
Address 2	Optional	The shipping address 2 for the order
City	Optional	The shipping city for the order
Postcode	Optional	The shipping postcode for the order
Country	Optional	The shipping country for the order
Zone	Optional	The shipping zone for the order
Shipping Method	Optional	The shipping method for the order
Shipping Date	Optional	The shipping date for the order
Shipping Tracking	Optional	The shipping tracking code for the order

Apply Coupon Code

Field	Required	Usage
Coupon Code	Optional	The coupon code for the order

Upon clicking Pay, you will have to select the payment method to complete the process.

Delete Orders

To delete an order:

Select the order(s) to delete
Click on More Actions
Select Delete Selected

In the example above, the Order #351 will be removed from the system.

Print Order Receipts

To print order receipts:

Select the order(s) to print receipts
Click on More Actions
Select Print Receipts

You must select the invoice template that will be used to print the receipt. Invoice templates can be configured under the Integrations > Extensions > Modules > Invoice Template.

Email Order Receipts

You can email the order receipt to the customer. To do so, select the order that you would like to have the receipt emailed, followed by Email Receipts.

You will need to select the invoice template that you want the receipt to be emailed or printed with.

Invoice templates can be configured in the Extension section.

Note:
You must have at least one invoice template set up in order to print or email receipts.
To create an invoice template, go to:
Integration > Extensions > Invoice Template > Add

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Orders

Accessing Orders