Creating Orders

How to Create an Order

1. Go to Sales > Create Order in the sidebar, or click Create Order from the Dashboard quick actions.
2. The order creation screen opens in full-screen mode with two panels.

Left Panel — Order Details

This is where you configure the order:

Right Panel — Product Selection

This is where you select products to add to the order:

1. Browse by category — Click category tabs to filter products.
2. Search — Use the search bar to find products by name.
3. Click a product to add it to the order. If the product has multiple variants, you will be asked to select one.
4. Custom Item — Click Add Custom Item to add an item that is not in your inventory:
   • Enter a custom name and description
   • Set the price and quantity
   • Custom items are useful for services, special requests, or items you do not regularly stock
   • Custom items do not affect inventory levels

Cart Section

As you add products, they appear in the cart (order items list):

• Adjust quantity — Click + or - to change the quantity.
• Remove item — Click the remove button to delete an item.
• Each line shows the product name, variant, quantity, and price.

Order Summary

Below the cart, you will see the order calculation:

Applying a Discount

1. Click the Discount button in the order summary.
2. Choose the discount type:
   • Fixed Amount — A specific amount off the total (e.g., 50 EGP off)
   • Percentage — A percentage off the subtotal (e.g., 10% off)
3. Enter the discount value.
4. The order total updates automatically.

Processing Payment (Checkout)

1. Click Checkout when the order is ready.
2. A payment dialog opens.

Store Credit

If the selected customer has a store credit balance:

• A Use Store Credit toggle appears at the top of the payment section.
• Enable it to apply the customer's credit toward the order.
• The system shows how much credit will be used and the remaining amount to pay.
• If the credit fully covers the order, no additional payment method is needed.

Payment Method Selection

Select the payment method for the remaining amount:

Receipt Upload

When you select Receipt as the payment method:

1. An upload section appears below the payment method selector.
2. Click Choose File to upload a photo of the payment receipt (JPEG, PNG, or WebP).
3. The file uploads automatically and attaches to the payment record.
4. Uploading is optional — you can create the order without uploading a receipt image.

Cash Payment with Change

If the customer pays with cash and gives more than the total:

• The system shows the change amount to give back.
• Example: Order total is 150 EGP, customer pays 200 EGP, change is 50 EGP.

Scheduling Remaining Payment

For orders with partial payments, you can schedule the remaining balance:

1. Enable the Schedule Remaining Payment checkbox.
2. Set the due date for the remaining balance.
3. The remaining amount becomes a scheduled pending payment.
4. Track scheduled payments in the Overdue Payments section.

After Order Creation

Once the order is created:

• A success dialog appears with receipt options (see Receipt Options below).
• The order appears in the Sales list with its order number.
• Order source is automatically recorded as Web (portal) for tracking and analytics.
• Inventory is automatically adjusted (if inventory tracking is enabled).

Receipt Options

After creating an order, you have several options for providing the receipt to the customer:

• Print Receipt — Print a physical receipt using your receipt printer
• Download PDF — Download the receipt as a PDF file to email or share
• Share Link — Generate a shareable link that the customer can access to view or download the receipt
• QR Code — Display a QR code that customers can scan to access their receipt