Orders

Navigate to Orders and tap the + button. Select a customer, add products with quantities and prices, set the order date, and choose a payment method. You can also add shipping details, add discounts, and capture a consultant signature for beauty parties.

The minimum required fields are:

• Customer — Select an existing customer
• At least 1 item — Each item needs a product, quantity, and unit price

All other fields (delivery date, payment method, shipping details, signature, discounts) are optional but help keep your records complete.

When you save an order, the app automatically:

• Receipt — creates a receipt with its own number (REC-YYYYMMDD-XXXX), if your Business Profile is set up (Settings → Business Profile)
• Stock — deducts the products from your stock, oldest batch first, if "I keep products in stock" is on (Settings → Reminder Settings, on by default)
• Follow-ups — for a customer's first order, follow-up appointments with reminders according to your "Follow-up Schedule" (by default 2, 14 and 60 days later); for later orders, a reorder reminder if "Monthly Reorder Reminders" is on
• Conditional discount — a reminder for its deadline

If "I keep products in stock" is off, the follow-ups start only when the order is marked "Delivered", or right away if you switch on "Delivered immediately".

When creating an order you can give discounts in two ways:

• Per product — each line has "Discount %" or "Discount Amount"; tap the % / currency sign to switch. A fixed amount can't exceed the unit price.
• Order discount — in "Order Discount", turn on "Add order discount". With "Set a deadline (conditional)" it becomes a "Conditional Discount", and a follow-up reminder for the deadline is created if a customer is selected.

The totals show the "Total Discount"; tax is calculated after discounts.

Stock is only deducted if "I keep products in stock" is on (Settings → Reminder Settings, on by default). Each new order then deducts the ordered products from your stock, oldest batch (earliest best-before date) first. For a Product Set, the products it contains are deducted.

If you cancel an order or mark it as refunded, the deducted stock is added back automatically.

With the setting off, stock isn't tracked and "Stock Overview" is hidden from the menu.

Choose a Delivery Method on the order: Pickup, Shipping or Deliver in Person. When follow-ups start depends on "I keep products in stock" (Settings → Reminder Settings):

• On (default): follow-ups start as soon as you save the order. "Delivered immediately" is then greyed out.
• Off: follow-ups wait until you open the order and tap "Mark as Delivered". If you hand the products over when you create the order, switch on "Delivered immediately" and they start right away.

Open the order and use the floating action button (FAB) to move it forward step by step: "Mark as Processing", "Mark as Shipped", "Mark as Delivered".

1. Open the order under Orders
2. Tap the floating action button (FAB) in the center of the tab bar and choose "Cancel Order"
3. Confirm the prompt

The order gets the status "Cancelled". If stock was deducted for it, it is added back to your inventory automatically. Cancelled orders don't count in the EÜR report. The action is available as long as the order is not yet "Delivered". A cancellation is final and cannot be undone.

Open the order and tap the floating action button (FAB) in the center of the tab bar. Depending on the order you'll see:

• "Mark as Processing", "Mark as Shipped", "Mark as Delivered" — moves the order one step forward
• "Mark as Paid" — records the payment of an unpaid order
• "Mark as Refunded" — for paid orders; deducted stock is added back. This can't be undone.
• "Cancel Order" — see "How do I cancel an order?"

Payment changes also appear on the receipt.