Order History & Management

The Orders view provides a complete history of all transactions processed during the current shift (or across shifts, depending on configuration). You can search, filter, view details, print receipts, and initiate returns from this screen.

Accessing Orders

Navigate to the Orders view by:

Clicking "Orders" in the Navbar or Sidebar
Pressing Alt+2
Using Command Search (Ctrl + K → type "Orders")

Filters & Search

The Orders view provides multiple ways to find specific invoices:

Invoice ID Search

Type an invoice number (e.g., "ACC-SINV-2024-001") in the search input
Search is debounced (400ms) and uses a LIKE match
Press Enter or wait for auto-search

Customer Filter

Use the customer autocomplete dropdown to filter by customer
Type to search customers, then select from results
Clear the filter to show all customers

Date Range Filter

From Date — Start of the date range
To Date — End of the date range
Both default to today's date
Change dates to view historical orders

Status Filter

Filter orders by their payment/accounting status:

Status	Badge Color	Description
All	—	Show all orders
Paid	🟢 Green	Fully paid invoices
Unpaid	🟡 Yellow	Invoices with outstanding balance
Overdue	🔴 Red	Past-due unpaid invoices
Cancelled	⚫ Gray	Cancelled invoices
Return	🟠 Amber	Return/credit note invoices

Order Mode Filter

Normal — Show regular sales only
Return — Show return invoices only
All — Show both

Sort Order

Default: Posting Date Descending (newest first)
Can be changed to ascending order

Refresh Button

Click the refresh icon to reload orders with current filters. The button shows a spinning animation during loading.

Order Cards

Each order appears as a card showing key information at a glance:

Element	Description
Invoice Name	Unique invoice ID (e.g., ACC-SINV-2024-001)
Status Badge	Color-coded status (Paid, Unpaid, Return, etc.)
Customer Name	Customer for this transaction
Posting Date & Time	When the invoice was created
Grand Total	Total amount
Paid Amount	Amount paid
Tax Amount	Total taxes (shown on mobile in abbreviated form)

Click any order card to view its full details.

Order Detail View

Clicking an order opens a full detail modal with comprehensive invoice information organized in sections:

Invoice Number — Large text with the invoice ID
Status Badge — Color-coded status indicator

Invoice Metadata

Field	Description
Customer	Customer name
Date & Time	Posting date and formatted time (12-hour AM/PM)
POS Profile	The POS Profile used for this transaction
Created By	Username who created the invoice
Sales Partner	Assigned sales partner (if any)
Coupon Code	Applied coupon code (if any)

Items Table

A table listing all invoice line items:

Column	Description
Item Code	Product code
Qty	Quantity sold (negative for returns)
Rate	Per-unit price
Amount	Line total
Discount	Discount percentage or amount (if any)

Financial Summary

Line	Description
Net Total	Total before taxes
Taxes & Charges	Sum of all taxes
Discount	Overall discount amount or percentage
Loyalty Amount	Loyalty points redeemed (if any)
Grand Total	Final total

Tax Breakdown

A detailed table showing each tax component:

Column	Description
Description	Tax name/description
Rate	Tax rate percentage
Amount	Tax amount

Payment Details

A table showing how the invoice was paid:

Column	Description
Mode of Payment	Payment method (Cash, Card, etc.)
Amount	Amount paid with this method
Change Given	Change returned to customer (for cash overpayments)

Loyalty Information

If the customer has a loyalty program:

Loyalty Program — Program name
Points Earned — Points earned from this transaction
Points Redeemed — Points used as payment
Loyalty Amount — Monetary value of redeemed points

Remarks

Any order notes or remarks associated with the invoice.

Order Actions

From the Order Detail modal, you can perform these actions:

Print Invoice

Click "Print" to open the invoice in a new browser window with the configured print format. The browser's print dialog triggers automatically.

Return from Order

Click "Return" to initiate a return against this specific invoice:

The cart is cleared
Return mode is activated with this invoice as reference
The cart is populated with all returnable items (showing remaining returnable quantities)
The customer is set from the original invoice
You're redirected to the POS interface to process the return

Pagination

The Orders view uses server-side pagination for performance:

Page Size — Configurable (default: 20 orders per page)
Page Navigation — Previous/Next buttons at the bottom
Total Count — Shows total number of matching orders
Changing filters or search resets to page 1

Date & Time Formatting

Dates are displayed in the locale-specific format
Times are displayed in 12-hour AM/PM format (e.g., "2:30 PM")
Numbers are formatted with fixed decimal precision

Repeat Invoice

X POS allows you to repeat a past invoice — loading the same customer and items into a new transaction.

How to Repeat an Invoice

Click the Repeat button (blue) in the Navbar, or press Ctrl + G
The Repeat Invoice Dialog opens
Search for the invoice by number or customer name (minimum 2 characters)
A list of matching invoices appears showing:

Invoice name with document icon
Customer name
Posting date
Item count
Grand total

Click the "Load More" button if more results are available
Click an invoice to repeat it

What Happens When You Repeat

When you select an invoice to repeat:

The full invoice data is fetched from the server
The current cart is cleared
The customer from the original invoice is set
All items are loaded into the cart with their original quantities and rates
The POS interface is ready for the new transaction
You can modify items, quantities, or customer before payment

This is useful for regular customers who frequently purchase the same items.

X POS