Overview
POS customer orders are useful when the sale is not completed immediately at the counter or when fulfilment continues after the order is taken. The screen helps users review and continue that work.
Main purposeControl customer orders taken through the POS process.
Important areasOrder list, order review, customer link, status, and next-step handling.
Business valueBetter visibility of pending retail orders and smoother fulfilment follow-up.
Where To Find It
Common Path: POS > Customer Orders
Users usually open POS Customer Orders when reviewing orders that still need collection, completion, or other follow-up.
Note: Exact order-handling steps can vary depending on whether the store uses deposits, later collection, or linked delivery processes.
How It Works
The customer-order screen shows orders that were taken but still need follow-up. Users review the order, confirm its status, and continue with the next operational step.
- Review status carefully before processing the next step.
- Use the customer link to confirm the order belongs to the correct person.
- Treat the order screen as a control point for retail fulfilment.
Main Areas
| Area | What It Is Used For |
|---|---|
| Order List | Shows current customer orders taken through the POS process. |
| Order Details | Lets users review items, quantities, and customer information. |
| Status Review | Shows whether the order is pending, completed, collected, or otherwise controlled by your process. |
| Next Step Handling | Supports the continuation of the retail or fulfilment workflow. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Order Reference | The identifier of the customer order. | Use it to retrieve the correct order quickly. |
| Customer | The customer linked to the order. | Review it before continuing fulfilment. |
| Status | The current order state. | Use it to decide what action is still required. |
| Items / Quantities | What the customer ordered. | Check it carefully before handover or completion. |
| Date | When the order was created. | Use it to review pending-age and follow-up priority. |
Recommended Workflow
- Open the POS Customer Orders list.
- Find and open the required order.
- Review the customer, items, and current status.
- Continue the next step according to store policy, such as collection, completion, or follow-up.
- Update or close the order status when the work is complete.
Best Practice
- Review older pending orders regularly.
- Confirm customer identity before handover or completion.
- Use order status consistently so retail follow-up remains clear.