Step-by-step walkthrough of creating and processing an order in the SalesVu web portal. Open Orders, select a store and customer, add products with modifiers, review details at checkout, choose a payment method, then print or email the receipt.
Hi. Today I'm going to show you how to create an order from the web portal. Let's go to your web portal and click on Orders. Click on Create Order. Select a store if you have more than one location and attach a customer. Click Continue here. Add the products to the order. Some products will have modifiers, so make sure you you fill those in. You can either Checkout now or add more items. I'm going to add more items. Click Checkout. Here is the order information. Make sure to read it carefully. Choose the shipping status if it needs to be delivered and you can also apply a discount on the web portal. Click Pay now. Here are all the payment options that you can accept on the web portal. For this transaction, I'm just going to go ahead and go with cash and the transaction is done. You could either print the order or send the email and you're done. Thanks for watching. Please let us know if you have further questions.
