Step by StepPOS Ordering

1: go to order tab on the left

2 a) Auto generate order

there are two ways to auto order generation that we support for OTC items.

• Generate order would auto generate all the items sold within the timeframe set in the date range selector

• Generate Min/max order

  • this needs to be set in product page->product details-> order preference (bottom right)

2 b) manually adding items to the order list

• go to inventory page

• select the item you wish to order

• click add at the top right

3) editing order

• select the orders you want to modify

• edit the fields

  • please note that the mckesson/knf option would show up iff the item is in the corresponding catalogue

  • click the check mark on the top left to confirm the edit

4) Placing the order

• scroll down to confirm/submit the order

• Note: you can enter your own purchase order number at the top right. A PO number will be automatically generated if you leave it blank

5) You should find all the items purchased in the purchase order tab upon a successful order submission.

6) Order receiving

• click receive invoice at the top right right corner

• click the invoice

• edit (pencil item at the top right to edit)/confirm the shipped quantity then click “add to inventory” at top right