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Process your first operational order

Use this guide when training a team member to complete the first real selling flow.

Step 1. Confirm the product is live​

Check product details, price, and stock before creating the order.

Step 2. Choose the correct selling surface​

Use POS for in-person order entry, or use Catalog or Link for customer-facing order flows.

If Catalog or Link will be used publicly, review surface configuration and public launch readiness before sending customers there.

Step 3. Verify payment method readiness​

Make sure the correct payment method is enabled and visible for the intended flow.

In POS, cashiers can complete cash, transfer/virtual account, GoPay, and QRIS payments, and apply customer coupons, memberships, and points right at the counter. Train team members to recognize which methods are active in your shop.

Step 4. Complete the order and review the record​

After checkout, confirm the sale appears correctly in the relevant operational pages: the order is recorded in Sales, and its numbers are counted in Reports — for example in Sales Performance and the Payment Report.

One completed POS order shows up in Sales, is counted in Reports and reduces stock in InventoryINV-1043POS19 Oct 2026, 10:42Kopi Susu Aren2 × 22.00044.000Croissant1 × 25.00025.000Teh Tarik1 × 18.00018.000TotalRp 87.000QRISPaidCashier: Ayu · Table 4SalesINV-1043Walk-in customerRp 87.000COMPLETEDReportsSales PerformancePayment ReportQRIS+ Rp 87.000InventoryKopi Susu ArenStock 2422CroissantStock 1211123
One paid POS order appears in (1) Sales, is counted in (2) Reports and reduces stock in (3) Inventory.

One paid POS order appears in (1) Sales, is counted in (2) Reports and reduces stock in (3) Inventory.

Step 5. Review inventory impact​

If the product uses stock tracking, verify that inventory updates as expected.

Quick validation checklist​

  • the product and pricing were correct at checkout
  • the payment path completed as expected
  • the order can be found again in the correct list or detail page
  • stock behavior matches the merchant setup

Best next review pages​

  • open Sales when the question is about the transaction result
  • open Order Detail when the question is about what was sold
  • open Inventory or Stock Sold when the question is about stock impact
  • open Reports when the question is about how this order affects overall numbers