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Add Order

Use Add Order when a cashier or staff member needs to create a new POS transaction manually.

Typical flow​

  1. start a new order
  2. add products or items
  3. review totals
  4. complete payment
  5. confirm the final order detail
Placeholder - POS add order screen
Image note
Type: Screenshot
Target: POS Add Order screen
Must show: Search or product selection area, cart items, order total, and primary checkout button
Purpose: Help cashiers understand the main order-entry layout before they begin a live sale

Before starting an order​

  • confirm you are in the correct merchant or branch context
  • make sure the products being sold are already available in the system
  • know which payment method the customer plans to use
  • confirm the shop configuration is ready for live selling

Step-by-step guidance​

1. Start the order​

Open a new POS order and make sure the cart or item area is empty before adding products.

2. Add the items​

Choose the products the customer wants, then review quantity and any item-level adjustments that apply.

3. Review totals​

Check subtotal, discounts if any, and the final total before asking the customer to pay.

4. Complete payment​

Use the correct payment flow for the merchant’s supported methods and wait for the result to confirm.

5. Verify the finished order​

Open or review the resulting order detail so the cashier can confirm the sale was captured correctly.

How this fits into merchant onboarding​

For many businesses, Add Order is part of the first internal or live transaction test after setup. It helps the team verify that:

  • products are sellable
  • totals calculate correctly
  • payment handling is working as expected
  • the resulting order is recorded properly

If you are testing a new merchant setup, run at least one controlled order before using POS for real customer traffic.

Good practice​

  • verify quantity before checkout
  • confirm the right payment flow is being used
  • check the final order record if anything looks unexpected