Transfer shopping cart to order in the control panel

Transfer shopping cart to order in the control panel

This solution allows you to create orders directly in the control panel from the POS system. For example, if you have customers who need to be invoiced, you can use Transfer shopping cart, select invoice as the payment method, and create the order in the control panel where you can complete/invoice it. The order created will not be part of the POS sales/Z-report in the POS system.

Get started

To activate Transfer shopping cart, go to Configuration > General > POS in the Acendy control panel.

Shipping method

To create an order in the control panel, a shipping method must be linked to the order. We use (as default) the shipping method Item is picked up at the warehouse, so make sure this is installed via Configuration > Shipping methods.

If you are unsure whether you have installed the correct shipping method, check that the ID in the URL is #pickup when you are on the shipping method page.

You can change the shipping method when the order is created via order editing in the control panel.

Payment method

By default, the selected payment method will be By agreement, but if you have installed any of the "manual" payment methods (Invoice attached, Advance payment, etc.), you can choose between these as well. The payment method can also be changed later in order editing. You can find payment methods under Configuration > Payment modules.

Using Transfer shopping cart

Once you have activated the function in the control panel, you will have a new payment button under More options. If you do not see the button, restart the app (swipe out, open again).

1. Add the products to the shopping cart.
2. Press More options and Transfer shopping cart.
3. Search and select customer.
4. You can now view the customer details listed on the customer card.
5. Select payment method, and optionally add a comment and/or reference.
6. Choose whether to send an order confirmation by email.
7. Complete the transfer of the shopping cart to the order.
8. The order is created and placed as Not processed in the control panel.
9. Complete/edit the order in the control panel.