Rewardly Docs

English

Монгол
简体中文

English

Монгол
简体中文

Appearance

Order Management ​

Overview ​

Order Management is the admin console where you see every order — from the POS, online ordering, the kiosk, and delivery aggregators — all in one place. It's where you check what's happening and handle refunds, voids, and cancellations.

How it works ​

Order Management is a monitoring console, not a setup screen — there's nothing to configure. Orders arrive here automatically as they're placed.

Using it ​

The order list ​

In the sidebar open Orders (/orders). The list shows every order with its:

  • order and receipt number, customer phone, outlet, table number
  • source (POS, online, kiosk, aggregator) and payment method
  • payment status — Paid, Pending, Partially Paid, Refunded, Cancelled
  • order status, pickup/delivery time, mode, and amount

You can filter by date and payment status, and export to CSV (up to a three-month range) with a full item, modifier, and combo breakdown plus a sales summary.

Order detail ​

Open any order to see its full breakdown — items, payments, the shift it belonged to — and to process a refund, void, or cancellation.

Orders list with filters

Carts and pre-orders ​

  • Carts — baskets customers started but didn't complete, useful for spotting drop-off.
  • Pre-orders — orders placed for a future date; each can be sent through when it's due.

New Transaction ​

New Transaction is a manual sale entry screen, found under the POS area in the sidebar. Use it to record a sale that wasn't rung up on a register — for example a phone or off-floor sale — and to attach loyalty to it so the member is still credited.

Open New Transaction, enter the sale, and pick the member to credit. The transaction is logged just like a register sale, and the member earns loyalty on it.

Permissions

Whether New Transaction shows in the menu is controlled by the newTransaction permission, but recording the sale itself is governed by the sale resource permission — a role needs sale access for the screen to actually work. Both are set in the roles and permissions matrix.