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Create an in-store order

Walkthrough for selling at the counter: add products (or designs) to the cart, choose shipping, then pay with UPI screenshot or Payment Done Later.

Assumes you are unlocked on /{posSlug} — Login and navigation.

Path A — start from Catalog​

  1. Open Catalog.
  2. Browse products, custom categories, add-ons, or design collections.
  3. On a product, click Add to POS (unavailable / out of stock items cannot be added).
  4. You are taken to POS (/{posSlug}/pos) with those items in Current Order.

For a design from Catalog: open the collection → design → run the property wizard → Add to POS.

Path B — start on POS checkout​

  1. Open POS in the header.
  2. On the category grid, pick a category, Add-ons, or Collection (design catalog).
  3. Use search / price / hour filters and Custom Only as needed.
  4. Click Add on a product (or open a design and complete the wizard — see below).
  5. Optional: on the categories toolbar, use Service Charges → Add to add a line using the terminal’s default service charge; edit the ₹ amount in the cart or Remove.

Designs wizard (on POS)​

  1. Open Collection → a design collection → a group → a design.
  2. In the wizard, choose each property step (e.g. model), then confirm the product.
  3. Click Add to POS (wizard label). The cart shows a Catalog Design line (preview + SKU); no custom image upload is required for catalog designs.

Custom (non-design) items​

Customizable products appear as custom category lines. In the cart:

  1. Select the product variant if prompted.
  2. Click Upload Images and attach at least one image before placing the order (required unless the line is a catalog design).

Shipping​

In Current Order, under Shipping Options, choose one:

ButtonBehavior
DeliveryOpens Shipping Details: customer name, address lines, city, state, postal code, optional phone → Save Details. Shipping cost is quoted from the postal code.
PickupSets pick-up-at-shop; shipping cost 0.
StoreUses the store address from POS Settings → Store Address. If address is incomplete, you get a warning to configure Settings first.

You can Remove shipping and choose again. For delivery, Edit Details reopens the address form.

Place order and payment​

  1. Confirm cart lines, quantities, and total (subtotal + shipping when applicable).
  2. Click Place Order.
  3. In Complete Payment:
    1. Note the temporary Order ID shown in the modal.
    2. If a UPI QR is configured in Admin → Settings → Payment, scan it and pay the total.
    3. Either upload a payment screenshot, or check Payment Done Later (screenshot optional; instructions mention sharing the Order ID on WhatsApp).
  4. Click Place Order in the modal to submit.

On success, the cart clears and a toast confirms the order. Find it under Order History.

If no Admin UPI QR is set, the modal says none is configured and points to Admin Settings — you can still use Payment Done Later.

POS payment

  1. On Current Order, click the link icon (title Link to existing orders).
  2. In the link modal, search and select existing order IDs for this terminal.
  3. Confirm selection. The cart header shows how many orders are linked; a line under the cart lists Linked to N order(s): ….
  4. Place the order as usual — linked IDs are sent with the create payload.

To link orders after they exist, open Order History → order detail → Link to Another Order / Manage Links — Order history and edits.

Tips​

  • Leaving Catalog / POS / Designs for other tabs (e.g. Order History) clears the in-progress cart.
  • Ship to My Store needs a saved store address — Settings UPI QR also covers Store Address.