Create Order
Use this page to build an order for a customer from the admin panel and send them a Tax Invoice to pay — for takeaway or delivery only (dine-in is not available here). Nothing is charged until the customer pays the invoice, or you mark it paid yourself on Payment Requests.
Open the screen: Sidebar → Order Management → Create Order
Not a live POS terminal
This screen creates a draft order and emails/texts an invoice — it does not take payment on the spot. To collect payment immediately, use your POS terminal instead.
Set up the order
What it does
Choose which location the order is for, how the customer will get it, and when.
Step-by-step
- Open Order Management → Create Order.
- Select Location — the menu, order types, and delivery zones all depend on this.
- Select Order type — Takeaway or Delivery (dine-in does not appear here).
- Tap the Pickup time / Delivery time button, choose As soon as possible or Schedule for later, then confirm.
- Optionally enter an Order note (up to 500 characters).
Changing location clears your work
Switching Location silently resets the order type, delivery details, schedule, and empties the cart. Set the location first, before adding items.
Add items to the cart
What it does
Browse the selected location's menu and add items, with variants, options, and modifiers where the item needs them.
Step-by-step
- Optionally type in Search items, or tap a category chip to narrow the menu.
- Tap an item:
- A simple item is added straight away.
- An item with an options badge opens a picker — choose a variant if there is more than one, answer each required option group (marked with a red asterisk and a "Choose N" chip), pick modifiers, optionally add a note (up to 100 characters), set the quantity, then tap Add.
- Repeat for every item the customer wants.
- In the cart on the right, use + / − to change quantity (setting quantity to 0 removes the line), or swipe a line left to remove it.
Common mistakes / FAQs
The Add button is disabled and says "Select required options" — why?
One or more required option groups (marked "Choose 1" or similar) hasn't been answered yet. Scroll up and complete every group with a red asterisk.
Bill to a customer
What it does
Attaches the order to a customer record so the invoice has somewhere to send.
Step-by-step
- Tap Bill to - Select or add a customer.
- Search for an existing customer, or tap Add new customer.
- For a new customer, enter Name (required), and optionally Email, Phone, and Company.
- Tap Save customer.
A customer is required
Save & Send Invoice stays disabled until a customer is attached — an invoice needs somewhere to go.
Apply a coupon (optional)
What it does
Applies a promo code to the order, or shows the offer/coupon already applied automatically.
Step-by-step
- Enter the Coupon code (at least 3 characters) and tap Apply, or press Enter.
- To remove it, tap the X on the applied coupon pill.
If a coupon or offer is restricted to a payment method, it only takes effect once that payment method is selected below.
Delivery details (delivery orders only)
What it does
Collects the delivery address and estimates the delivery charge before you send the invoice.
Step-by-step
- Tap Save & Send Invoice — for a delivery order, the delivery details dialog opens first.
- Search for the address, or fill in Street address, Unit / Apt, Suburb / City, State, and Postcode manually.
- Wait for the delivery charge to estimate, or tap Estimate.
- Adjust Delivery charge if needed — it's editable even after an estimate.
- Tap Continue.
Outside the delivery area
If the address estimate fails with This address is outside the delivery area, double-check the address or choose a different order type.
Choose a payment method
What it does
Tells the customer how they're expected to pay.
Step-by-step
- If a payment method selector appears, choose Pay Online or Bank Transfer.
- If your store has neither configured, this step is skipped and no selection is required.
Send the invoice
What it does
Creates the draft order and emails/texts the Tax Invoice to the customer.
Step-by-step
- Tap Save & Send Invoice (or Continue from the delivery dialog on delivery orders).
- Choose delivery channels — Email and/or SMS are pre-ticked when the customer has one on file.
- If the customer has no email or phone, tick Custom Email and enter one.
- Optionally toggle Keep a copy to also receive it at your own order-notification email.
- Tap Create & Send Invoice (Sending… while working).
- On success: Invoice sent — the builder clears, ready for the next order.
If sending fails, the order isn't lost
If the invoice can't be sent after the order is created, you'll see Order saved — invoice not sent. The order is safe — resend it from Payment Requests.
Common mistakes / FAQs
I tapped Create & Send Invoice and got "Could not create order" — what do I do?
The draft wasn't created at all, so nothing was lost — your items, customer, and settings are still on screen. Check your connection and try again.
Permissions
| What you need | Why |
|---|---|
| TRANSACTIONS module access | See and use Create Order |
Tips
- Set Location first — it drives the menu, order types, and delivery zones.
- Scheduled orders price against the scheduled time, not now — time-limited coupons and item discounts apply based on when the order will actually be fulfilled.
- If the invoice doesn't get delivered, resend it — don't recreate the order — from Payment Requests.