Order Management
- Order Creation & Setup
- Create orders manually (admin/front-desk)
- Select or create customer during order creation
- Add services (appointments) to orders
- Add products to orders
- Support walk-in / offline order entry
- Create backdated orders if needed
- Order Item Management
- Add multiple services and products in one order
- Update order items (change quantity, service, add-ons)
- Remove individual items from order
- Attach add-ons to service items
- Modify pricing dynamically during order editing
- Recalculate totals after changes
- Order Details & View
- View complete order details (services, products, customer, payments)
- View itemized breakdown (prices, taxes, discounts)
- Track order status (pending, completed, cancelled)
- View assigned employees for service items
- Access order notes or internal comments
- Transaction & Payment Handling
- View transaction history per order
- Record payments (full or partial)
- Support multiple payment methods (cash, online, points)
- Track payment status (paid, pending, partially paid)
- Handle split payments across methods
- Validate payment amounts before submission
- Order Lifecycle Management
- Update order status (pending → completed → closed)
- Cancel orders with reason
- Handle partial completion scenarios
- Track order status changes/history
- Manage expired or inactive orders
- Invoice Generation & Sharing
- Generate order invoices (PDF format)
- Download invoices
- Send invoices via email
- Send invoices via WhatsApp
- Include branding (logo, terms, business info)
- Generate invoice per order or transaction
- Refund & Adjustment Handling
- Initiate refund requests from orders
- Validate refundable amount
- Process refunds (cash or points)
- Track pending vs completed refunds
- Adjust order totals after refund
- Integration with Booking & Services
- Link appointments to orders
- Sync service completion with order status
- Reflect add-ons and variations in order pricing
- Manage combined service + product workflows
- Customer Interaction
- Attach existing customer to order
- Create/update customer during order process
- View customer history from order
- Validate customer contact details
- Operational Controls
- Search orders by customer, ID, or date
- Filter orders by status, branch, or payment state
- Bulk view of orders across branches
- Quick actions (complete, cancel, invoice)
- Maintain audit trail of order actions