How to use Order Tray

    Creating a new order 

    Horizontal View instructions

    1. Tap the Order Tray icon

    2. The New Order screen displays categories, products, and services on the left side of the screen.

      1. The right side of the screen displays the order details, including the customer, commission information, order details, discounts, and the total amount.
        You have the option to Save or Pay for the order.

    3. Add products and services to the order by selecting items from the product and service catalog.
      (Selecting a category filters the items displayed to show only items within that category.)

    4. When an item is added to the order, it appears in the Order Details section.

      1. A control component appears in the bottom corner of the item.

      2. The trash can icon can be used to remove the item.

      3. The number displayed represents the quantity applied to the order.

      4. Use the “+” and “–” icons to increase or decrease quantities.

    5. Items that are services require a professional to be assigned.

      1. Select “Assign Professional” to open a new screen.

      2. Select the professional and set a reservation date if the service will be provided in the future.

      3. If the service has already been provided, tap “Service already completed”. 

      4. Press Continue to return to the Order View.

    6. To apply a discount or coupon, assign a commission, or cancel the order, select the Menu Options button.

      1. The Menu Options button is represented by three dots (⋯) in the top right corner of the screen.

    7. Orders can be configured to use a default customer.

      1. To change the customer, tap the customer name.

      2. To edit the customer, tap the User Edit icon. A new window displays a list of customers.

      3. You can search for an existing customer by entering text.

      4. You can scan a customer code by tapping Scan on the right side of the search bar.

      5. Select Add New Customer to manage new customer information.

    8. When an order includes services, all services must be completed before payment can be accepted.

      1. Edit the order and select the services in the Order Details section.

      2. Change the service status to Completed.

    9. To capture payment from the customer, tap the Pay button.

    Vertical View instruction 

    1. Tap the Order Tray icon

    2. Tap the option “+ Place Order” at the bottom of the screen

    3. Select a customer: In this section, you can select an existing customer or register a new one by scanning the customer's code or manually entering the customer’s information

      1. To scan the code, tap the “scan” button on the right side of the screen, then allow the app to access the camera of your device and point the camera at the customer’s QR code. To manually enter the code, tap the code bar icon on the top right corner of the screen and input the customer's code.

      2. To add a new customer, tap the "Add New Customer" option at the top of the screen. A new screen titled Customer Information will appear. Enter the customer’s: first name, email, phone number, date of birth, and select if it’s going to be a default customer.

    4. Verify the customer’s information.

    5. Select the products the customer is requesting by tapping on the Magnifying glass icon next to Order Details. Set a quantity and add the extras if needed.

      1. To edit or delete the product, tap on the product name.

      2. A new screen will appear, allowing you to change the order. You can delete the product or service by tapping the trash can icon.

    6. Tap the “Continue” button at the bottom of the screen.
    7. To display discount options, tap (...). Here you can assign Discounts, Coupons, and Assign User Commissions.
    8. Confirm the order's details, and select if you want to save the transaction for later or collect the payment.
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