POS Work Order Management in O2VEND – Create, Process & Track Store Work Orders

O2VEND POS Work Order screen is designed for service-based billing, custom product orders, advance bookings, tailoring orders, repair jobs, and made-to-order retail operations.

Unlike standard POS Sales orders, Work Orders created in the POS are recorded separately in the Backoffice Work Order module for better service tracking and operational control.

This guide explains how to create, manage, and complete Work Orders using O2VEND POS system.

← Back to O2VEND POS Overview

What is POS Work Order in O2VEND?

POS Work Order is a special billing mode used for:

  • Tailoring shops
  • Garment alterations
  • Repair services
  • Custom manufacturing
  • Pre-orders and advance bookings
  • Restaurant kitchen preparation orders

When a Work Order is created in POS:

  • It appears in Backoffice → Work Order
  • It does NOT mix with normal POS Sales
  • It allows service tracking workflow

This ensures better separation between direct retail billing and service-based operations.

Difference Between POS Sales and POS Work Order

POS Sales Order POS Work Order
Appears in Backoffice Sales Appears in Backoffice Work Order
Used for direct billing Used for service/custom jobs
Immediate invoice generation Can collect advance & complete later
Suitable for retail checkout Suitable for service workflow

This structure improves accounting clarity and inventory tracking accuracy.

How to Create Work Order in POS System

Step 1: Open POS Work Order Screen

  1. Login to O2VEND POS
  2. Click Work Order from left menu
  3. Work Order billing screen opens

Step 2: Add Customer Details

Search customer by:

  • Mobile number
  • Membership ID
  • Customer name

New customer can also be registered directly from POS Work Order screen.

Accurate customer details help in:

  • Service tracking
  • SMS notifications
  • Repeat customer analytics

Step 3: Add Products or Service Items

Add items using:

  • SKU / GTIN search
  • Product name search
  • Quick Add buttons
  • Search popup

Products added will appear in Work Order cart.

Step 4: Set Quantity, Price & Discount

Adjust:

  • Quantity (Qty)
  • Price (if allowed)
  • Discount percentage
  • UOM (Unit of Measure)

Advanced configuration like:

  • Modify Price in POS
  • Modify Discount in POS must be enabled in POS settings.

Step 5: Add Order Notes

Use Order Note section to mention:

  • Custom measurements
  • Special instructions
  • Delivery commitment
  • Service remarks

This note appears in Backoffice Work Order for operational clarity.

Step 6: Collect Advance Payment (Optional)

Click Get Advance to:

  • Collect partial payment
  • Record advance against order
  • Reduce pending balance

Advance payment tracking improves:

  • Cash flow control
  • Service commitment security

Step 7: Save Work Order

Click:

  • Save – To store work order
  • Save & Print – To print work order receipt

Work Order is now visible in: Backoffice → Work Order Module

How POS Work Order Appears in Backoffice

After saving:

  • Work Order Number generated
  • Customer details recorded
  • Item list stored
  • Advance payment tracked
  • Status can be updated (Pending / Completed / Delivered)

Backoffice staff can:

  • Update job status
  • Mark work as completed
  • Convert to invoice if needed

Key Features Available in POS Work Order Screen

  • SKU/GTIN scanning
  • Offer application
  • Advance payment collection
  • Product search popup
  • Quick Add buttons
  • Employee assignment
  • Discount control
  • Order notes
  • Print work order receipt
  • Total bill calculation
  • Real-time tax calculation

When to Use POS Work Order Instead of POS Sales

Use POS Work Order when:

  • Product delivery is not immediate
  • Service completion takes time
  • Custom job requires tracking
  • Advance payment is collected
  • Work completion confirmation needed

Retail stores with tailoring, repair, alteration, engraving, or custom printing should always use Work Order mode.

Why POS Work Order Module Improves Store Operations

Using POS Work Order system:

  • Reduces service confusion
  • Prevents sales record mixing
  • Improves accounting clarity
  • Tracks advance payments accurately
  • Enhances customer satisfaction
  • Supports retail service workflow automation

O2VEND POS Work Order feature is ideal for retail stores that handle both direct product sales and service-based operations under one unified POS system.