How to manage your orders (pickup, delivery)

The Orders tab in the InnoBook POS app gathers orders received from the mobile app, the web and the register, sorted by status. You advance them from one status to the next, edit them if needed, then invoice them to move the items into the cart and take the payment.

What you’ll need #

• The POS add-on and POS access for your user
• The app open and signed in to the right company
• Incoming orders (online customers, mobile app, or created at the register)

Steps #

1. Open the orders list

   Tap Orders in the top bar. Four tabs sort active orders: Pending, Confirmed, Preparing and Ready, each with a counter. The refresh button (↻) reloads the list if an order is slow to appear.

2. Open an order to see the details

   Tap a card to view the details: customer, phone, Due date, items, totals, and the Pickup or Delivery method. A badge shows the source (Mobile, Web or POS).

3. Advance the order

   Each card has an action button based on its status: Confirm (Pending → Confirmed), Prepare (→ Preparing), Ready! (→ Ready), then Complete (→ Completed). From Pending, the “×” cancels the order. You can also drag a card (long-press) from one column to another to change its status.

4. Edit an order

   Tap Edit: the items load into the POS with an Editing order banner. Adjust the cart, then tap Save. You can also turn on quick editing in the details (the Edit toggle) to change quantities (+/−) or remove an item without leaving the order.

5. Invoice to take payment

   On a Ready order, tap Invoice: the items are transferred to the POS cart and the register opens. Then take the payment (card, cash or Interac). If the cart already held items, the app asks you to confirm replacing them (Replace).

Tips & edge cases #

• Status flow: Pending → Confirmed → Preparing → Ready → Completed. The Delivering and Cancelled statuses also exist; a completed or cancelled order leaves the 4 active tabs.
• Drag-and-drop (long-press) opens a kanban board to drop the order into the column of the status you want.
• If some order items are no longer in the POS catalog, the app warns you before transferring or editing (Unavailable items): those items are skipped.
• Discarding an edit doesn’t touch the original order: The original order will not be modified.
• To create an order from the register (e.g. a pre-order), build the cart then use Create Order in the More actions menu.

Frequently asked questions #

Where do the displayed orders come from? #

They come from the customer mobile app, the website and the register. A source badge (Mobile, Web or POS) shows this on each card.

What’s the difference between “Invoice” and taking payment directly? #

“Invoice” transfers the order’s items into the POS cart; you then take the payment like a normal sale. It’s the link between an order and its checkout.

How do I cancel an order? #

On a “Pending” order, tap the “×”: it moves to the Cancelled status and leaves the active tabs.

Will I lose the order if I discard an edit? #

No. Discarding changes leaves the original order intact; only your unsaved changes are lost.

Related articles #

• How to take a payment: card, cash, Interac
• How to set up your POS