Create New Order

This module helps you create an order.


Step 1.
In the main menu, click on Billing from the Sales drop-down.The following modal will be displayed.Step 2.
Type the name of the product you want to sell and select from the list of suggested products.

The details about the selected product will be prefilled.

Step 3.
Click on Add Product / Service if you want to add a new product / service which does not exist in your inventory.

The following options will be displayed.

Step 4.
Click on Product or Service and you will receive a modal to add the new item.

Click to know more about adding a new Product or Service.


Note

There are 3 ways by which you can add a product.

1. Barcode Scanning: Scan the barcode of the product using a Barcode Scanner. In this case, the product will get automatically filled, along with other details such as MRP and Selling Price.

2. Enter Barcode Manually: Enter the barcode of the product that you want to add. The product for that barcode will be fetched and the necessary details will be filled.

3. Enter Product Manually: You can manually search for the product and bill it.

Step 5.
Enter the quantity to be sold and click on any of the payment modes available under Invoice.

The following modal will be displayed.


Note

While adding a product which is sold as packed and loose the following modal will open.

The product will be displayed with packed and loose labels respectively.

Products with Barcode Conflict
In case of a barcode conflicted product,the following option will be displayed once that item is selected

Step 6.
Type the customer name which already exists or click on Add New Customer . The transaction will look as follows once the customer is added.

You can delete/edit the customer by clicking on the customer name. The following options will be displayed.

Click here to know more about adding customers.

Step 7.
In case of cash payment, the possible denominations that a customer might pay are displayed.

Enter the Expected Cash and the balance amount will be displayed in Return Change section.

Step 8.
Click on to delete the payment. The following confirmation modal will be displayed. Click on Delete and the the payment mode will be deleted.

Step 9.
You can add multiple modes of payment for one order. If a customer makes partial payment via one payment mode, you can add another mode of payment by clicking on Add Payment

You can add as many payments to a single order as required.

The following modes of payment are available in billing
1. Cash: Customer can pay the amount in cash.
2. Debit \ Credit Card: Customer can make the payment by swiping their credit or debit card.
3. Sodexo: You can also choose to let your customers pay through Sodexo coupons.
4. Ticket Restaurant:
This allows the customer to pay via restaurant tickets.
5. Cheque: Customers can pay by giving a cheque. The following slider will be displayed when you click on this option.

The amount and customer’s name will be prefilled. Enter the Issuing Bank Name from the list of banks in the drop-down.

Enter the cheque number and the date. Click on Add Payment once you have entered the details.

6. JD Pay: Clicking on this option will display the following pop-up. A payment link will be sent to the customer on their registered mobile number. Click here to know more about enabling JD Pay.

Once the payment is completed by the customer, the following message will be displayed.

7. Customer Credit: This option can be used if customer credit is enabled for the customer. This option lets your customer pay later.

Step 10.
You can bill the order in two ways.

Cash N Carry: Select this option when the customer will be collecting the order himself. This option is selected by default.
Home Delivery: Select this option when the customer opts for home delivery. Clicking on this option will open the customer module.

Enter customer details and the address module will be displayed.

You can enter a new address by clicking on Add New Address or select from the options available. Once the address is selected, a pop-up to select the delivery date and time will be displayed

Select the delivery date and time. You can also add delivery instructions (if any) in the Delivery Section section. Click on Confirm once you have added the required details..


Step 11.
You can add custom products while billing. Custom products are items that are not branded and created by you or added in the inventory. Enter -1 in the products field and hit the Enter key on your keyboard.

Step 12.
Add the custom product Name, MRP, Selling Price, Discount (if any), and the quantity.

Step 13.
In case a customer wants to return a product, add the product in the Product / Service section. In the Qty field enter the quantity being returned with a minus sign (-) before it.

The total amount to be paid to the customer for the returned products will be visible in the Payment Details section.


Note
You can add cancellation and other additions charges to the order if required.

Step 14.
Click on Return Cash.

The following options will be displayed.

Click on the expected cash that is paid for the customer and click on Complete Order. The Return Stock Items will be displayed.

In the Restock Policy section, you can choose to either restock the returned items or discard them as damaged goods.

Click on Return Item. The following message will be displayed in the billing section.

The following options are available in this section.

SMS/Email: You can send an SMS or email to the customer from this option. Clicking on this option will display the available contact details. Click on Send

Print: Click on this option to print the bill. Click on the drop-down and the following options will be displayed. You can view the invoice and the quotation from the section.

Request for Customer Rating: You can SMS or email a rating request to the customer by clicking on this option. The customer will receive the following message on SMS.

Add IMEI or Serial Number: In case you are selling a mobile phone, you would need to fill and display the IMEI or Serial no. in the invoice, for warranty and guarantee purposes.
Add Order Note: In case, there is some additional note that needs to be added to the order, click on this option.
Add Product Notes: In case, there is so additional note that needs to be added to a product added in the order, click on this option and the following module will be displayed.

Enter the product note and click on Save

Add Work Order: Click on this option and the following slider will be displayed.

Click here, to know more about work orders.


Note

To view orders which are pending, click on Pending Orders.

The following options will be displayed.

Online Orders: Clicking on this option will display all the unbilled orders.

Click here to know more.

Delivery Pending: Clicking on this option will display all the orders which have pending delivery.

Click here to know more.

Settings

Click on and the billing module settings will be displayed.

Add Customer Position: You can place the add customer button on the header or below the order summary.
Printer Set up: Select the printer type from the drop-down list

80 mm receipt printer

On selecting the 80mm receipt printer option, the following fields appear:

Step 1.
Enter the IP address of your computer in the IP Address Port.


Important Note

To find out the IPv4 address for your computer, press Windows icon + R on the keyboard . In the Open field, enter cmd and press the Enter key. In the window that opens, enter ipconfig and press the Enter key. From the displayed result, the selected address is your IPv4 address.#15

Enter this in the IP Address Port field in the Billing Setup modal.

Step 2.
In Receipt Printer Font Size , you can configure the type of receipt that you want to print.

Step 3.
You can select the character length (40, 48, 56, 64) in Receipt Printer Character Length.

Step 4.
Click on Save Details once the changes are final and need to be saved.

Laser / Inkjet printers

If you have a laser or inkjet printer, this option can be used to print invoices and challans in A4 and A5 formats.

In the Page Size drop-down, select the type of paper you will be using for the receipts (A4 or A5).

Once all changes are made, click on the Save Details

Weighing Scale Setup

Here, you can configure your weighing scale to work seamlessly with the POS.

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Step 1.
In the Select Weighing Scale  drop-down, choose the weighing scale out of the available options.

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Step 2.
Enter the IPv4 address of your computer.

Step 3.
Once all changes are finalized, click on Confirm .

Step 1.
Click on Billing from the homepage.The following page will be displayed.Step 2.
You can enter the product by scanning the barcode. Click on to open the barcode scanner. You can also search for the product by using the Voice Search option. Click on and voice search will be triggered.

Speak into your phone speaker and the related product/service will be displayed.

You can also search a product by manually typing the product name in the search bar.

You can enter the product/service name, and fill in product details accordingly (in case of out of stock items).

This module also allows you to enter a new product. Click on Add Manual Entry

Click on Continue

Step 3.
Enter the quantity of the product from the drop-down list.

Note
In case of multiple products with the same barcode then a modal with all products opens up. The user has to select a product from the options which he wants to sell.

Click on Continue once you have added the product.

Step 4.
Click on to add a customer and the following page will be displayed.

Step 5.
Enter the customer name and select from the suggestions displayed.

The following slider will be displayed.

Click here to know more about adding customers.

Step 6.
Click on Continue once you have added the customer. The following page will be displayed.

In case of home delivery, enable the Home Delivery toggle.

You can mark the bill as an e-commerce invoice by enabling the Mark as E-commerce Invoice toggle. You can then enter the GSTIN number in the Order summary section.

Click on Continue

Step 7.
Click on the payment mode that you wish to add.

You can add as many payments to a single order as required.

The following modes of payment are available in billing
1. Cash: Customer can pay the amount in cash. The following options will be displayed.

Enter the Expected Cash and the balance amount will be displayed in Return Change section. Click on Complete Payment

2. Debit \ Credit Card: Customer can make the payment by swiping their credit or debit card.
3. Sodexo: You can also choose to let your customers pay through Sodexo coupons.
4. Ticket Restaurant: This allows the customer to pay via restaurant tickets.
5. Cheque: Customers can pay by giving a cheque. The following slider will be displayed when you click on this option.

The amount and customer’s name will be prefilled. Enter the Issuing Bank Name from the list of banks in the drop-down.

Enter the cheque number and date. Click on Add Payment once you have entered the details.

6. JD Pay: Clicking on this option will display the following pop-up. A payment link will be sent to the customer on their registered mobile number. Click here to know more about enabling JD Pay.

Once the payment is completed by the customer, the following message will be displayed.

7. Customer Credit: This option can be used if customer credit is enabled for the customer. This option lets your customer pay later.

The following page will be displayed once the payment is completed.

SMS / Email: You can send an SMS or email to the customer from this option. Clicking on this option will display the available contact details. Click on Send

Add IMEI or Serial Number: In case you are selling a mobile phone, you would need to fill and display the IMEI or Serial no. in the invoice, for warranty and guarantee purposes.

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