Sales and Orders

Every confirmed sale becomes an order. You manage orders from the Sales menu:

Order number and receipt number

Each sale has two numbers. Both work in search.

So 2-11-261027-0003 means store 2, counter 11, 27 October 2026, the third bill of the day on that counter. The receipt number is printed on the bill straight away, even when the device is offline. The order number appears once the server has the sale.

The Orders List

*Sales > Orders List: filters (order, customer, phone, email, price, amount range, dates, status, payment status, business date), the new order ORD-004851 with receipt number 2-11-261027-0003, and view / print / more actions*

The list shows the newest orders first, one page at a time. Each row shows the order and receipt number, date, customer, items, amount, order status and payment status.

Filters

Tap Filters to open the panel: "Filter by order, customer, phone, price, status and dates."

Tap Reset to clear the filters. Export saves the filtered list to Excel, page by page. Refresh reloads. Tap an order number to copy it.

Row actions

Order Details

*Order Details for receipt 2-11-261027-0003 (backend ORD-004851): Print, Share, Return, Order Status and Payment Status actions, lines with MRP vs rate, tax and totals*

The top bar has Print, Share, Return, Order Status and Payment Status. All Orders takes you back to the list.

Lines and totals

The item table has the columns Sl#, DESCRIPTION, MRP, QTY, UNIT, RATE, TAX and AMOUNT.

For the demo order ORD-004851:

Prices include tax at 18%. When a discount was given, you also see Discount and Tax Amount After Discount.

Sections

*Order Details: status chips, store & delivery, payment breakdown (cash is stored net of change: 258 + card 400 = 658), customer information and Create Delivery*

In the demo, Layla paid card 400 + cash 300 = 700 for a 658.00 bill. The 42.00 excess went back as change. So the Payment Breakdown stores cash 258 + card 400 = 658. Cash is always stored net of the change given.

Print and share

Print opens Select Printer:

*Select Printer: paper size, printers found on this PC, and Print Receipt*

1. Pick a paper size (thermal 112 / 80 / 58 mm, or A4 / A5).
2. Pick a printer from the list.
3. Tap Print Receipt.

The default printer, paper size and template come from Printing. If the order has returns, the bill can print as a sales-and-return bill.

Share opens Share Invoice with three options:

The invoice link has the form https://{{server}}/invoice/ORD-004851. The customer needs a phone number for WhatsApp.

Change the order status

1. Open the order, tap Order Status (or Change Order Status in the list).
2. Pick a new Status in Update Order Status.
3. For shipped or delivered, you can enter Delivery Logistics.
4. For cancelled, pick a Refund Payment Method, enter a Refund Amount and set Delivery Charge Refundable.
5. Tap Update Status.

The list offers new, confirmed, processing, shipped, delivered and cancelled. The server only allows these moves:

Other rules:

• shipped needs packing to be complete first.
• A shipped or delivered order cannot be cancelled. Use a sales return.
• An order with a processed sales return cannot be cancelled.
• The refund amount cannot exceed the order total.

Change the payment status

1. Tap Payment Status (or Change Payment Status).
2. In Update Payment Status, pick Status: pending, paid or failed.
3. Pick the Payment Method. It is needed for every status.
4. Enter the Amount. The order total is shown for reference. Failed records no money, so no amount is sent.
5. Tap Update Payment.

A paid amount must be above zero. If the order is already paid, the app says "This order is already paid". Payment statuses on the server are pending, paid, failed and refunded.

Cancel an order

1. In the list, open More → Cancel Order.
2. Cancel Order asks you to "Select a payment method and refund amount for this order."
3. Pick the refund payment method and enter the Refund Amount. The original total is shown.
4. Turn Delivery Charge Refundable off to keep the delivery charge out of the refund.
5. Tap Confirm.

The refund must be more than 0 and not more than the original total. An unpaid Cash on Delivery order can be cancelled without refund details.

Create a delivery and record packing

*Order Details: shipping details with Create Delivery, and packing (status, packed at/by, packing photos and video)*

These actions are for the sales_executive and restaurant_sales roles.

Packing. Packing is available only for confirmed, processing or shipped orders.

1. Tap Packing.
2. Choose the staff member (Packed By (staff)) or type a Packer Name.
3. Set Packed Date & Time.
4. Add photos with Choose Photos (each up to 20 MB) and a video with Choose Video (up to 100 MB).
5. Tap Save Packing.

The Packing section then shows Packed, Packed At, the packer, Packing Photos and Packing Video.

Create Delivery books an external courier:

After saving you see "External delivery created successfully." and the Delivery Status.

Order Documents. Tap Delivery Note or Delivery Invoice to download that PDF for the order.

Online Orders

Online Orders is the same list filtered to orders placed on your online store. It has the same filters and actions. Its export file is named "online-orders".

Confirmed Orders (Sync attention)

*Sales > Confirmed Orders (Sync attention): offline orders that have not reached the server yet; empty when everything is synced*

When you confirm a sale, it is saved on the device first. It is then sent to the server once in the background. If that send fails or the result is unclear, the sale waits here. The page title is Sync attention.

When all is well it says "Every order on this device has reached the server."

Fix unsynced orders

1. Open Sales → Confirmed Orders.
2. Use Show filters to search by receipt number or customer, or pick a Status:
   • Needs review: the result was unclear (for example the network dropped mid-send).
   • Rejected: the server refused the sale.
   • Not sent: the sale never left the device.
3. Tap Sync all (n) to send everything, or tick orders and tap Sync selected (n).
4. On a single order, use Sync order or Retry sync.

The More actions menu (⋮) on each order has:

There is no automatic retry. Check this page before every day close. Day Close warns you when orders are still waiting here.

How it works

• List: GET /api/v1/order/executive/list-orders with store_id, number, filter_name, filter_phone, filter_email, filter_price, filter_status, filter_payment_status, filter_min_amount, filter_max_amount, filter_datetime[from], filter_datetime[until], business_date, page. Online Orders adds filter_online_sales=true.
• Details: GET /api/v1/order/executive/order-details/{order_number}.
• Status: POST /api/v1/order/order-change-status with order_id, status, and optional refund_amount, payment_method, delivery_charge_refundable, delivery_logistics.
• Payment status: POST /api/v1/order/order-change-payment-status with order_id, status, amount, payment_method (the master-data id).
• Cancel: POST /api/v1/order/cancel-order with order_id, refund_method, refund_amount, delivery_charge_refundable.
• Documents: order/documents/delivery-note/{no} and order/documents/delivery-invoice/{no}.
• Delivery and packing: order/external-logistics, order/order-details/{no}/external-delivery, order/packing/{no}, order/packing-staff.
• Sync: offline sales are resent with order/add-to-order or order/update-order. Each carries a unique client_sale_id, so a resend does not create a duplicate.
• Order status is stored as text (new, confirmed, …). Payment method is stored as the PAYMENT_METHOD master-data id.

Related

• Billing
• Sales returns
• Day close and shifts
• Printing
• Transactions and accounts
• Troubleshooting FAQ
• API: Cart and orders
• API: Payments, delivery and discounts
• API: Sync and realtime