In this tutorial, we will learn how to process orders in Yaku
To complete a sale, it is necessary to process the order. This is done after creating the orders and assigning a delivery type. This step is carried out when the customer makes the payment and, if applicable, returns containers; we call this procedure processing the order. To do this, we must follow these steps:
- Go to the Orders module on the Yaku platform:
2. Go to the last column of the order you want to process and you will see a blue button that says “Action”. Click on that button and several options will be displayed:
3. Click on the “Process order” option:
3.1. A new window will open with all the order information for confirmation. Here you will find the date and time of the order, the corresponding products, the amounts to be paid, and the containers to be returned:
3.2. If necessary, the administrator can modify the order or add stock. Make sure the information is correct and up-to-date:
3.3. Select the payment method that the customer will use to pay for the order.
3.4. In the “Pay debt” field, select “No” if the customer has no previous debts or only wants to pay for the current order. The system will automatically display the amount of the current order in the “Amount paid” field:
3.5. If you select “Yes” in the “Pay debt” field, the system will automatically add the amount of the current order and the amounts of previous debts. The “Total amount to pay” field will show the total amount to be paid, including previous debts, if any:
3.6. Register the containers to be returned. In the additional field, the total number of containers that the customer must return for that order will be shown. If the customer has debts from previous containers, that amount will be added to this total. *This field will only appear if the customer has a container debt:
*Note: If the customer does not have a container debt, the system will automatically say so and only show the “Amount paid” field:
4. The delivery person, either at the plant or on the route, must click on “Process” to finalize the order. Then, press “Yes” to confirm the order and finally “OK” to complete the process:
5. Once processed, the order will move to the sales list, where you can verify all sales made in a specific time period:
