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Edit delivery information here. Same as billing This will copy the billing address to the delivery address. Collection Store If the delivery type 'collect' has been selected for this order, you can select a Ccollection Store from the list.  A Store must...

This section will show a list of Order Products, which are separated into individual Sales Order Lines. Product Types Different products will display differently, with different information.  Standard Products These are products without Customisations.  F...

This section is used to manage Sales Order Lines. Actions taken here will affect the Order Status. Actions Field Purpose Cancel Cancel the whole Sales Order Line   If you wish to only partially Cancel the line, you will have to Cancel ...

Promotions and manual discounts are displayed and can be managed in this section.  Discounts will be displayed here only if they have been applied Promotions which are live for all customers, e.g. unconditionally, can not be removed.

This section displays the loyalty points accrued by the customer, their monetary worth, and invites the user to apply that balance to the current Sales Order.

Use the controls in this section to add or change the delivery type associated with a Sales Order. If a delivery type has been added, you will need to configure a delivery address within the Delivery Information section If you select 'Collect' you will als...

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo code to apply the relevant discount. Custom Discount Field Purpose Reason Select a reason from the list   This is reported on in the Discou...

This will show a complete breakdown of the Sales Order VAT content, with additional detail on the total amount paid, as well as any Payment Discrepancy.

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email to customer If toggled, this will email the note to the customer, along with any attachments.

The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and who took the action. 

Found at the bottom of the page, these buttons allow you to take various quick actions regarding the order: Button Purpose Print all warehouse labels Print Warehouse labels for Sales Order Lines   This may print many labels, as it w...

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sales Order screen. How can I add a payment to my Sales Order? Use the Process Payments section of the Sales Order screen. Can I edit the quantity on a Sales Order ...

Notes may be added to Tasks, Customers, Sales Orders, Purchase Orders and Stock Transfers; the process is the same for each one. Task categories are controlled within Site Settings On Sales Orders, it is possible to email the note directly to the Customer; t...

This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by User (Salesperson). This list is based on the data you have set up in the Update Users menu. This report can also be used to calculate commission...

Click or tap on the line that you wish to edit, then choose to Remove VAT. It will be possible to add a VAT Exemption Form further down the page.  VAT Exemption reasons may be edited in Site Settings

Use this dialogue box to add a VAT Exemption Form to a Sales Order. It may be added from the POS or from the Sales Order screen in the CMS.  VAT Exemption reasons may be edited in Site Settings When adding a customer signature, this may be drawn with a mouse...

Why isn't my overlay isn't showing? There are lots of possible answers to this question. Ensure that you have checked: if multiple active overlays are in the same location if your overlay rules apply to the product in question if your overlay has a start...

When processing a refund, it is possible to process a refund as a Voucher.  If done, this will automatically create a voucher linked to that Customer's email address. This can be done via the CMS or via the POS

Warehouse (Reservation) Labels will either be printed via a STAR printer, or via a standard A4 printer. These have more information on them, and the barcode will be linked to either the Variant or the USR, as appropriate.  

This may be used as an Import or an Export option.  The file looks like this: Export Use the filters to narrow your selection, then click 'Export'. This will generate a file that will include all Customisations for products that match your filters.  Im...