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Order Actions

How to find, edit and take actions on existing orders, process specific order types

  • Search for Orders
  • POS Recent Orders & Action Menu
  • Immediate Compliance Check in POS
  • Discounts and Promos in the POS
  • Process a Payment
  • Add Notes, Comments, Tags to a POS Order
  • Sales Channels (Order Sources)
  • Save Order vs. Place Order
  • FOB / WHLS Workflow
  • Push Pay POS Payment Action
  • Process a Void
  • Process a Return or Credit
  • Create Club Shipment Order in POS
  • Selecting Products for an Order
  • Email a Receipt
  • Inventory Location

topics

  • Common POS Functions
  • Customer Information
  • Payment Processing
  • Order Actions
  • Terminal Reports & Setup
  • Sales Reps
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