Create orders, drafts, returns and refunds

Create an order

Use this for phone, WhatsApp or counter sales.

1. Orders → Create order.
2. Add products: Add item, then search with Find product, or tap Scan to scan a barcode. Use the steppers to change quantities.
3. Choose the customer: Existing customer, or Walk-in / new with a name, phone and email.
4. Delivery: keep Deliver to an address on and fill in the address, or switch it off for a counter sale or pickup. Add a Shipping charge if needed.
5. Payment: pick the Payment method, and Awaiting payment or Record as paid.
6. Add an Internal order note if you like, then tap Create order and confirm. Save draft keeps it as a draft order instead.

Draft orders

Orders → Draft orders lists drafts with Open drafts, Draft value and Converted. Create draft starts a new one. Open a draft to Review and turn it into an order, or delete it. A converted draft opens its order.

Refund an order

1. Open the order and tap More actions → Refund (or Refund in the Payment section).
2. Check the Amount (it starts at the most you can refund), add a reason (optional) and tap Refund. For online payments the money goes back through the payment provider; for cash or bank transfer the refund is recorded and you return the money yourself.

Orders → Refunds lists every refund, manual or through the payment gateway.

Returns

Orders → Returns lists return requests from your customers (it needs the Returns module), filtered Requested, Approved, Rejected or All. Open a request to see the reason, what the customer wants, the quantity and the refund. Add a Note to the customer (optional) and tap Approve or Reject. Open the order jumps to the order.