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Step 1: Go to the Orders page.
Step 2: Select the order you want to exchange.
Step 3: Click Refund > choose the item you wish to Exchange.
Step 4: Confirm the exchange. The system updates order and payment records automatically.

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Step 1: Go to the Orders page.
Step 2: Select the order you wish to refund.
Step 3: Click Refund.
Step 4: Confirm the refund. The payment status will update accordingly.

The post Processing Refunds & Partial Refunds appeared first on ConnectPOS.

Viewing Orders
Step 1: From the ConnectPOS menu, go to Orders.
Step 2: By default, the In Store tab is selected. To view other types, click UnPaid, Unfulfilled, Partially Refunded, Refunded, Ecommerce, or Fulfilled.

Understanding the Order List Columns

• ORDER – Unique order number.
  
• DATE – Date and time the order was created.
  
• CUSTOMER – Customer’s name or “Guest Customer.”
  
• TOTAL – Total order amount.
  
• STATUS – Order status (e.g., Delivered, Completed).
  
• PAYMENT – Payment status (Paid, UnPaid, etc.).
  
• FULFILLMENT – Fulfillment status (Fulfilled, Unfulfilled, etc.).
  

Filtering Orders
Step 1: Use the search bar to find an order by its number.
Step 2: Use the dropdown menus to filter by Order Status, Payment Status, and Fulfillment Status.
Step 3: For advanced filtering, click Advanced Filter.
Step 4: Select your preferred filters:

• Order status – New, Delivered, Completed, Returned, etc.
  
• Payment status – Paid, UnPaid, Partially Paid, etc.
  
• Fulfillment status – Fulfilled, Unfulfilled, Partially Fulfilled, etc.
  
• Order from – All, This Outlet, All Outlets, Phone.
  

From date / To date – To filter by a date range.
Step 5: Click Apply to confirm filters or Reset to clear them.

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You can perform the following actions:

Complete Order – Process full payment and finalize the sale.

Save As > Quote/Repair – Save the order as a Quote or Repair .

Partial Payment – Accept part of the payment now, with the remaining balance to be paid later. Please make sure that you enable “Allow partial (Layaway) payment” for Checkout.

Split Payment – Allow customers to pay using multiple payment methods in the same transaction.

Redeem Gift Card – Apply the gift card balance toward the total payment. Ensure the gift card code is valid and generated from an integrated Gift Card source.

Assign Salesperson – Record which staff member is responsible for the sale. Please make sure that you have assigned Salespersons to Outlet Settings.

Configure Auto-Fulfillment – Enable this option to automatically mark the order as fulfilled after completion. When enabled, stock quantities will be deducted once the order is completed.

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After adding items to the cart, click the item you want to discount to view the details in the cart enter the value to discount (by percent or specific value) > Enter, then proceed to Checkout as normal

• Discount the whole order:

After adding items to cart > Discount > Enter value > Confirm > Proceed to checkout as normal.

The post Applying Discounts (Item-Level, Order-Level) appeared first on ConnectPOS.

To set Guest Customer as default in ConnectPOS

• Go to: Outlet Manage
• Enable the Allow Guest Customer option.
• Click Save.
• Return to the ConnectPOS’s Sell Screen → You will see Guest Customer set as the default customer for new orders.

Add Existing Customer

To add an existing Customer on the ConnectPOS’s Sell Screen follow the below steps:

• Click on the Reload button > Search for the customer by name, email, or phone number.
• Select the customer from the search results to attach his/ her to the order.

Add New Customer

To add a new customer follow the below steps:

Click Create new > Fill in the customer details > Click Save to create the new profile and attach it to the order.

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