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Customer Order

This document provides instructions for using the Customer Order feature in the Checkout App. Customer Order allows cashiers to create pre-orders for items that may not be available in the current store, with support for multiple order methods (pickup or delivery).

Overview​

Customer Order enables:

  • Creating a new order basket separate from the main receipt
  • Adding items via Variant Search
  • Configuring multiple order methods (pickup in store or home delivery)
  • Linking loyalty membership to the order
  • Managing customer contact details
  • Finalizing orders for processing

Configuration​

Customer Order is enabled via CCC configuration using the cha.settings.v1 schema:

{
    "pos": {
        "customerOrder": {
            "enabled": true
        }
    }
}

Configuration options:

  • enabled (required) - Enables customer order feature in POS mode

For detailed configuration setup, see Customer Order configuration.

Creating a New Order​

A new customer order is initiated from Variant Search:

  1. Open Variant Search

  2. Navigate through categories or use the search field to find the desired item

  3. Select a model from the search results, then choose a specific variant

  4. Two options are available to start the order:

Start Order

Option A: Start Order Directly​

If pickup store selection is not required:

  1. Click Start Order button in the bottom left of the variant details screen

  2. The order is created with the selected item and you're navigated to the Customer Order view

Option B: Start Order with Pickup Store​

To pre-select a pickup store for the order:

  1. In the variant details, switch to the Stock tab to view nearby stock availability

  2. Use the search field or filter by warehouses to find stores with available stock

  3. Select a store from the list (it will be highlighted)

  4. Click Start Pickup Order button that appears after store selection

  5. The order is created with Pickup in Store order method pre-configured for the selected store

Customer Order View​

After starting an order, the Customer Order View is displayed with three main sections:

Customer Order View

Left Column: Order Basket​

Displays all items in the order with:

  • Item names and quantities
  • Item prices
  • Visual indication of which items belong to which order method
  • Order totals

Right Column: Customer Details​

Shows customer information when entered:

  • Customer name
  • Email address
  • Phone numbers

Click the Edit icon to modify customer details.

Right Column: Order Methods​

Displays all configured order methods and unassigned items:

  • Unassigned Items - items not yet linked to an order method
  • Order method cards - showing method type (Pickup/Delivery) and address

Adding Items to the Order​

  1. Click the Item Search shortcut in the bottom left corner of the Customer Order view

  2. Search and select items as usual

  3. When opened from Customer Order context, clicking Add to Receipt will add the item to the order basket instead of the main receipt

  4. Return to Customer Order view - the new item appears in the basket

Managing Unassigned Items​

Items added to the order that are not linked to any order method appear in the Unassigned Items section:

Unassigned Items

When unassigned items exist, you have two options:

Assign to Existing Order Method​

If at least one order method exists:

  1. Click Assign to [Method] button
  2. If multiple order methods exist, first select an order method card, then click the assign button
  3. Items are automatically added to the selected order method

Create New Order Method​

  1. Click Add Order Method button
  2. Fill in the order method form (see Order Method Forms)

Important: Order cannot be finalized while unassigned items exist. All items must be assigned to order methods.

Order Methods​

Creating an Order Method​

  1. Click Add Order Method button in the Order Methods section
  2. Select items to include in this order method
  3. Choose order method type:
    • Delivery
    • Pick-up in Store
  4. Fill in required details based on type
  5. Click Confirm

Editing an Order Method​

  1. Click the Edit icon on the order method card
  2. Modify item selection, method type, or address details
  3. Click Confirm to save changes

Deleting an Order Method​

  1. Click the X icon on the order method card
  2. Confirm deletion in the dialog
  3. Items from deleted order method become unassigned

Note: Removing all items from an order method during editing will trigger the delete confirmation dialog.

Order Method Forms​

Home Delivery Form​

Home Delivery Form

Required fields:

  • Delivery address (street, apartment, postal code, city, country)
  • Customer name
  • Contact phone number
  • Email (optional)

Address fields are pre-filled from customer details if available.

Pickup in Store Form​

Pickup in Store Form

Required fields:

  • Pickup store selection (dropdown of available business units)

Customer Details​

Adding Customer Details​

  1. Click Add Customer Details button (shown when no customer info exists)
  2. Fill in the customer details form

Customer Details Form

Loyalty Integration​

The customer details form includes loyalty registration:

  1. Enter loyalty card number manually or scan the barcode
  2. Click Add loyalty to link loyalty membership
  3. Customer data (name, email, phone) will be automatically populated from loyalty service if available

Loyalty Inheritance​

When starting a new customer order:

  • If a loyalty card is already linked to the main receipt, it is automatically propagated to the customer order
  • Customer details from loyalty are used as defaults for delivery order method forms

Removing Loyalty​

If loyalty was added incorrectly:

  1. Click Remove next to the loyalty card number at the top of the order basket
  2. Confirm removal in the dialog

Remove Loyalty Dialog

Note: Loyalty is removed from the customer order only; the main receipt loyalty remains unchanged.

Editing Customer Details​

  1. Click the Edit icon on the Customer Details card
  2. Modify name, email, or phone numbers
  3. Click Confirm to save

Note: If loyalty data is updated externally (e.g., by scanning a new loyalty card), the form will refresh with the latest customer data.

Finalizing the Order​

Completion Conditions​

The Finalize Order button is enabled when:

  • Customer details are entered (name and contact information)
  • All items are assigned to order methods (no unassigned items)
  • At least one order method is configured

Finalization Process​

  1. Click Finalize Order
  2. System processes the order and creates a customer order in the backend
  3. Success dialog displays:
    • Order ID for reference
    • Partial payment amount (order total)
    • Instructions for the customer

Order Finalized

  1. Click Continue to the basket to return to the main application

Canceling an Order​

To cancel the customer order without finalizing:

  1. Click the X button in the top right corner of the Customer Order view
  2. Confirm cancellation in the dialog

Cancel Order

Warning: Canceling will delete the order basket and all entered data. This action cannot be undone.

Returning to Main Application​

  • Click Back button to minimize the Customer Order view and return to the main receipt
  • The customer order remains active and can be resumed
  • Click the Customer Order shortcut to resume working on the order

Main view with active order