Flexible Order Management: Draft and Resume Orders in WebPOS
Zwing WebPOS now allows users to save orders as drafts without immediate payment, and these drafts can be recalled, completed, or canceled at any time, offering greater flexibility in order management.
Save Order as Draft
The Save Order as Draft feature lets users temporarily save an order without payment, allowing staff to pause and resume it later for review or completion.
To create a new order, go to the Zwing Billing Screen and switch the mode to Order Creation.
Once the POS mode is switched to Order Creation, add products to the cart, tag the customer and salesperson, then click Checkout.
At checkout, you will be redirected to the payment page. Fill in the fulfillment options, including Date Due and Fulfillment Store, before proceeding.
Once the Fulfillment Date and Store are selected, you can proceed to save the order as a draft.
Click Save as Draft; your order will be saved automatically as a draft for later use.
Your order is saved as a draft. You can go to Order Management to view it, revoke it, or perform actions like Delete Order or Complete Order.
Revoke and complete Drafted Order in Order Management
You can revoke the drafted order in Order Management to enable actions like Place Order or Complete Order.
Go to the Order Management section from the menu sidebar.
In Order Management, you will see the list of orders. Drafted orders will appear with the Draft status.
To perform actions on a drafted order, click on the order with Draft status.
Once you click on the order, it will open, allowing you to view all order details.
Click Order Options at the top right corner and select the desired action. To place the order, click the Place Order button.
Once you select Place Order, you’ll be directed to the payment page, where you must pay the minimum amount to place the order.
The minimum order acceptance depends on the policy settings—it will be either a fixed amount or a percentage of the invoice total, whichever is higher.
Pay the minimum order acceptance amount or the full amount to proceed. Once payment is complete, you can place the order by clicking the Place Order button at the top right corner.
Click the Place Order button to finalize your order. Your order will be placed successfully.
Once the order is placed, you can proceed with further actions like packing the order and generating the final invoice. To learn more about order operations, [click here].