Create order on POS

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Create order on POS

Welcome to the user guide for the Create order on POS in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Create order on POS

  • Step 1.Setting Product for POS channel
  • Step 2.  Go to POSmenu under Omni Salesmodule from the left sidebar->Create a shiftand click
  • Step 3. Select a customer -> Select the item, enter the quantity Clickifyou want to use customer's loyalty points to reduce order value
  • Step 4. Click the Paymentbutton
  • Step 5. In the Choose a payment method popup, select the Payment methodand enter Customer pay Allows to choose multiple payment methods Check the Create invoiceoption: invoice is generated automaically when this order is created Check the Inventory delivery voucheroption: inventory delivery voucher is generated automatically when this order is created Check the Debit orderoption: you don't need to enterpayment methodsandcustomers pay, you can still submit this order
  • Step 6. Click Orderbutton Click Printto print Click View invoiceto go to invoice details Click View export stockto go to inventory delivery voucher detail
  • Step 7.Continue to do the same as step 6 ofcreate a manual order

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