Order vs Receipt vs Offer

Although we try to keep things as simple as possible can, we have a few concepts when it comes to sales orders that is important to understand.

Each time you create a new sale, it first becomes an order.

If you simply scan a few products, and proceed to payment and complete the order, what will happen is that there will be created an identical receipt of the products on that order.

Type	Order	Receipt	Offer
Quantity reserved	Yes	Yes	No
Payment	No	Yes	No
Its own A4 template	Yes	No	Yes
Images shown on A4	Yes	No	Yes

Parking the order

You can also choose to park the order, for later fulfillment.

When parking an order you can choose to add a customer to it or not, though it is always recommended to have a customer added to a parked order so that you can more easily find it and open it later.

Orders reserves the products on it

Note that when adding products to an order, they (and the set quantity per product) i reserved, meaning they should basically not be sold.

Setting an order to expire

When parking an order, it by default will never expire.

If you account is set up with Automatic Order Cancellation, any order will be cancelled automatically after a given date.

When parking an order, you can choose another date for the order to expire.

An expired order will be deleted, and the reservation will be freed up.

Paying for products on an order

When paying for any or all products on an order, a receipt is created with the relevant products.

The receipt is linked to the order.

This means you can keep an order open basically indefinitely, and take payments on the products on it until there are no products left.

You can also add more products to an open order.

When all products on an order is paid for and has gotten a receipt, the order enters the state Complete, which disallow for adding more products to it.

Offer

An order can be converted to an offer at any given time, as long as there are no receipts linked to it.

When changing an order over to become an offer, the products are NOT reserved any longer. Similarly, if the offer is changed back to become an order, the products are being reserved.