The Orders module displays all existing orders, including both custom and catalog orders. This section focuses on the first submodule, where Custom orders are listed in a grid. If you have an extensive order history, using the filter will make it easier to find the specific order you’re looking for. You can filter by order number, status, customer, order date, due date, invoice number, and in progress service.

This submodule lets you create custom orders in two different ways: using existing item types from the backoffice system and adding components to them, or by creating a completely new item. Orders created here will be saved and sent as job orders – COJO – or price quotes – COPQ – into the backoffice. A deposit or full payment can be added only for jobs, and both can be emailed from the list below.

The Custom order main page consists of two tabs: ORDERS IN PROGRESS and CLOSED ORDERS.

The first tab shows all orders from the current location that are under preparation, while the second tab lists the closed orders. You can get a detailed view of the orders in progress or the customers by clicking on the order code or customer name.

On the first tab, click the INVOICE button to create an invoice for the custom job order (COJO). You can also make a payment by selecting the dollar icon in the Actions column. From here, you can print the invoice and/or receipts, create a copy, or edit the order. You can also email or copy the custom orders from the both grid.

Note: the e-mail content and attachment is configured in the backoffice Administration module under Auto Emails – WebPOS Order Email.

Click the NEW CUSTOM ORDER button above the list, which brings up a new custom order page:

Search for an item group name or choose an icon from the first field, or click the Reset button to select a different one. You can also select item types directly by entering their name into the Item type field located below the group icons.

Note: only those item groups are listed here which have the Accepted inventory groups setting enabled in the backoffice for these two types of orders:

Edit the POS Custom Job Order and POS Custom Price Quote, and enable the item groups in all three columns that will be used for creating POS custom orders:

Once the item type is selected, its price will appear. You can also apply a discount or markup, add instructions and a PO number, and then select the due date from the appropriate field:

The Priority and Shipment type can be specified under Configuration – Admin settings – Order settings section:

In case the selected item group has predefined attributes, they can be filled in the next box and components can also be added by clicking the ADD (+) button in the Components section:

Similar to the main item type, choose the components you wish to add to the item from this Add components dialog and click the SAVE button:

If the chosen item type has an image, it will appear in the next box. However, you can add new images to the order by clicking on CHOOSE A FILE OR DRAG IT HERE or by taking a new picture using the CAMERA button. The Job Summary shows the total estimated price of the custom item:

At this stage, you can decide how the custom order will be sent into the backoffice: either as a Custom Job Order (COJO) or as a Custom Price Quote (COPQ). The appropriate button can be selected at the bottom of the box.

Note: a payment dialog will only appear for a COJO (Custom Job Order), and the payment will be recorded in backoffice as an overpayment for the customer order. The Custom order list also shows that payments can only be accepted for COJO-type orders, not for COPQ-type orders.