Save an Order

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Saving an order can be performed by an Administrator, Manager and Sales person.

To Save an Order:

  1. After selecting certain products for a customer in the shopping cart, click on the blue "Save" button on the bottom of the screen. It will take you to the "Save Order" page.

Note: You can also save other aspects of the order, such as customer name, order type, discounts, notes, taxes, etc.

   

  2. On the 'Save Order' page, you can assign a name to the order int the 'Order Name' field and optionally select to print and/or email the bill. 

 

To Access and Modify a Saved Order:

  1. Select 'Orders' in the left navigation menu.
  2. On the Orders page, select the saved order you would like to reopen.
  3. Click on the 'Open' button on the bottom of the screen. 
  4. The order will be reopened and you could modify it as you wish and complete it whenever you would like. 

 

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