Once an order is placed, it will appear in the ‘Manage Order‘ screen. This section offers various features and options to streamline activities related to placed orders. To navigate to the Manage Order screen, follow these simple steps.
Twirll PoS > Orders > Order History
1 : Order Types**: All types of orders are listed in this section.
2 : Search Function**: Use the search option to find a specific order. Click the button to open an input box.
3 : Refresh List**: Refresh your order list to display the most recent orders.
4 : Order History**: All previously placed orders are listed here.
5 : Filters**: Use filters to sort orders by type (Takeaway, In-Store, etc.), status (Active, Completed, Cancelled, etc.), or time.
6 : Order List**: All orders are displayed here. Click on individual orders for more details.
7 : Detailed View**: Click the “More” button to view detailed information about an order.
8 : Payment Status**: If payment is pending, the “Collect Payment” button will appear. If payment is received, the “Refund Payment” button will display.
9 : Print Invoice**: Use the Print button to generate an invoice for the selected order.
Order Details
To view order details of a particular order, please follow the below steps
Order(In header) > Order History(Tab in main section) > Select Order > More
Once “More” button is clicked, completed details of the order will be shown as below.
#1 : When you click on ‘Back To Orders’ button, you will be taken back to the screen showing the complete order list.
#2 : This section indicates your next order status to which the order can be updated.
#3 : To add more Items in existing order click on “Add Items”.
#4 : Edit customer details, shipping details, comments and details just by clicking “Edit Order”.
#5 : Delivery charges and other delivery information can be changed by clicking on “Edit Delivery”.
#6 : Send order details through email to your customers with “Email Invoice”
#7 : “View Invoice” is used to preview invoice generated for this order.
#8 : If you wish same Items to be ordered again for some other customers, clicking on “Reorder” will do that automatically.
#9 : If any comments are attached to this order then it is shown in “Comments” section
#10 : The details of the customer for which the order is placed are shown in “Customer details”
#11 : “Payment History” represents how much payment was made for this order and in which mode.
#12 : “Order History” section shows what are the actions that have been taken on this order
Editing Order Detail
Different order details can be modified with “Edit Order” functionality
#1 : You can edit any comment given with the original order. Just click on this button and an Input will be available for you to modify the comment
#2 : Click on this button to edit customer details. It will take you to a new screen where you can edit the respective details of that customer
#1 : Add/Edit details of the customer you wish to modify
#2 : Once details are filled, click on “Save” button to finalize the changes
#1 : Modify address of the customer from the inputs provided in this section
#2 : Click on “Save” to finalize your changes
#1 : Modify Shipping details from inputs provided in this section
#2 : Once all details are filled then you can click on “Save” button to save the details
Editing Delivery Charges
This option is available only for delivery orders. It allows you to modify delivery charges and dispatch details. Clicking this button takes you to a new screen where you can make the necessary changes.
#1 : Modify Delivery Charges and with respective comment to change
#2 : Click “Save” to finalize delivery details
#1 : Modify tracking details from the inputs provided to add and edit details of the customer
#2 : Click on “Save Dispatch Details” to save details of the customer