Order Management

Admin Manager

The Orders page in the admin panel gives you a complete view of every sale processed through Brother POS. From here you can search for specific transactions, filter by date or payment method, view order details, reprint receipts, and manage returns.

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Accessing the Orders Page

1. Log in to the Admin Panel.
2. Click Orders in the top navigation bar.
3. The orders list loads showing the most recent transactions first.

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Understanding the Orders Table

Each row in the orders table represents a single transaction:

Column	Description
Order #	A unique, sequential order number.
Type	The order type (e.g., regular sale or WooCommerce).
Fulfillment	Fulfillment status for delivery/online orders.
Date/Time	When the sale was completed. Displayed in your store's local timezone.
Customer	The customer attached to the sale, if any. Shows "Walk-in" for anonymous sales.
Items	Number of line items in the order.
Total	Final amount the customer paid.
Payment	The payment method used (Cash, Debit, E-Transfer, Split).
Status	Current status of the order (Completed or Voided for sales; varies for WooCommerce orders).
Actions	Click the View button to see full order details.

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Searching for Orders

Use the search bar at the top of the orders list to find specific transactions:

• By order/receipt number -- Enter the full or partial order number (e.g., "1042").
• By customer name -- Type the customer's name to find all their orders.
• By customer email or phone -- Search by the customer's email address or phone number.

Results update when you click Apply Filters. Clear the search field and click Apply to return to the full order list.

Finding a specific transaction

If a customer comes back with a receipt, use the order number printed on it. This is the fastest way to locate any transaction.

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Filtering Orders

Use the filter controls above the orders table to narrow your view.

By Date Range

1. Use the Start Date and End Date date fields to select a date range.
2. Click Apply Filters to update the table.

By Status

Filter orders by their current status:

• All Statuses -- Show all orders regardless of status.
• Completed -- Successfully processed and finalized sales.
• Voided -- Sales that were cancelled.

By Fulfillment Method

Filter orders by how they were fulfilled:

• All Fulfillment Methods
• In Store
• Pickup
• Delivery
• Shipping

By Payment Method

Filter to see only orders paid with a specific method:

• All Payment Methods
• Cash
• Debit

Additional payment method filtering

Additional payment methods may be available in future updates to the filter dropdown.

Combining Filters

Filters stack together. For example, you can view all Completed orders from a specific date range paid by Cash. Click Clear Filters to reset all filters at once.

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Viewing Order Details

Click the View button in the Actions column to open the full order detail page. Order numbers in the table are plain text and are not clickable links.

Order Summary

The top section shows the order header:

• Order Number and Date/Time
• Cashier who processed the sale
• Customer name (if attached)
• Cash Drawer Session the sale belongs to

Line Items

A table lists every product in the order:

Column	Description
Product	Product name and SKU
Quantity	Number of units sold
Unit Price	Price per unit at time of sale
Discount	Any discount applied to this line item
Subtotal	Final amount for this line (quantity x unit price - discount)
Status	Status of the line item

Totals Breakdown

Below the line items you will see (fields are shown conditionally based on the order):

• Subtotal -- Sum of all line totals before tax
• Promotion Discount -- Discount from sale campaigns (shown only if applicable)
• Discount -- Any order-level or manual discount applied
• Loyalty Tier Discount -- Automatic tier-based discount (shown only if applicable)
• Bulk Savings -- Savings from bulk/quantity pricing (shown only if applicable)
• Tax -- Tax amount with rate displayed (e.g., "13% HST"). GST/PST split is shown when the store uses split tax.
• Total -- Final amount charged
• Cash Tendered / Change -- For cash payments, shows the amount given and change returned
• e-Transfer Reference -- For e-transfer payments, shows the reference number
• Payment Breakdown -- For split payments, each payment method and its amount are listed separately

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Printing a Receipt

From the order detail page:

1. Click the Print Receipt button.
2. The receipt opens in a new browser tab as an HTML page.
3. Use your browser's print function (Ctrl+P / Cmd+P) to print the receipt or save it as a PDF.

Printer configuration

Print Receipt does not send directly to a receipt printer from the admin panel. It opens an HTML receipt in a new tab. Receipt printer configuration for direct printing is per-register at Settings > Manage Registers.

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Voiding an Order

If an order needs to be cancelled (the customer changed their mind, a pricing error was made, etc.):

1. Open the order detail page.
2. Click Void Order.
3. Confirm the void in the dialog.

The void uses a default reason. There is no text field for entering a custom reason from the admin view.

Voiding is permanent

Voided orders cannot be un-voided. The void is recorded in the audit trail with the user who performed it. Inventory is automatically restored for voided orders.

Who Can Void Orders?

• Admin can void orders from the admin panel.

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Common Workflows

Investigating a cash discrepancy

1. Filter by Date Range for the day in question.
2. Filter by Payment Method = Cash.
3. Review each cash order to verify amounts match what was recorded.
4. Cross-reference with the Z-Report for that session (see Z-Reports).

Finding all orders for a specific customer

1. Type the customer's name in the search bar.
2. All orders attached to that customer appear in the results.
3. Click View on any order to see its details.

Reviewing orders for a period

1. Set the Date Range to the period you want to review.
2. Click Apply Filters.
3. Review the orders and note any voids or unusual activity.

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Troubleshooting

Problem	Solution
Order is missing from the list	Check your filters -- the order may be excluded by date range or status filters. Click Clear Filters to see all orders.
Order shows wrong payment method	The payment method is recorded at the time of sale and cannot be changed. If it was recorded incorrectly, add a note to the order for your records.
Cannot void an order	Only admins can void orders from the admin panel.

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What's Next?

• Returns (Admin) -- Process and manage returns from the admin panel.
• Online Orders -- Manage WooCommerce orders synced to your admin panel.
• Sales Reports -- Generate detailed sales reports and analytics.
• Z-Reports -- View end-of-session cash summaries.