POS-n-go Android POS Manual

Sales Orders

• Sales orders can be enabled for service providers and used for quotations, work orders and similar sale flows.
• Orders are stored on the POS-n-go host and can be accessed by multiple devices.

Sales Order Status
	Created
	Quoted
	Scheduled
	Completed
	Invoiced

Basic Setup, Devices, Device Settings
Set Sales Orders to On

Sales Order Screen

• A customer must be associated to a sales order.
• Type selects the type of sales order.
• Status selects the status of the sales order such as Created, Quoted, Scheduled, etc.
• The Note can be used for a sales order specific note.
• The CREATE/UPDATE button will save the sales order information.
• The CANCEL/REMOVE button will remove the sales order.
• The TEXT MESSAGE button will send the sales order to the customer by text message. The customer phone number must be valid. A sales order template must exist in Advanced Setup, Templates.
• The EMAIL button will send the sales order to the customer by email. The customer email address must be valid. A sales order template must exist in Advanced Setup, Templates.
• The INVOICE button will create an order for the sales order items.
• The EDIT button switches to the order detail screen to select products and services.

Online Payment

• Customers can optionally pay their sales order online.
• Payments can be processed through Elavon, Nuvei or Stripe.
• Stripe HPP also supports Apple Pay and Google Pay.
• Online payments are custom branded using the online store settings.
• Configure a minimum of a logo, styling colors and a payment processor.
• A "Pay Sales Order" link is included on customer sales orders.

• To show the sales order payment link enable Sales Order Payment in the web portal, Settings.