Create an order: POS

On this page

• Place an order
• Scribe

Place an order

These are orders taken by team members through the internal POS.

1. Log in to your CompleteDTC account.
2. Go to "POS" and if you have multiple stores set up, choose the store you would like to place the order from.
3. If needed, filter the products by searching the name of the product or selecting the applicable catalog section.
4. Once the item has been located, update the quantity as needed and click "Add to Cart".
5. Repeat steps 3 and 4 until all items being purchased have been added to the cart.
6. On the left, above filters, choose the "Checkout" tab.
7. Select card, cash, or check.
8. If applicable, add the salesperson, referrer, and if the customer would like to be added to a club.
9. Fill out the purchaser's email, name, and credit card details (if paying with card).
   • To search for a customer who is already in your database, type in their name or email and click the magnifying glass in the respective box.
   • Once you have located the correct customer, click "Copy" to bring the customer's information into the order.
10. Choose the shipping method:
    • Pickup: customer will pick up order at a later date/time
    • Delivery: local delivery by the producer
    • Taken: order taken by customer at time of purchase
    • Any other shipping method
11. If shipping via delivery or a carrier, enter the shipping address.
12. Select any necessary promo codes.
13. If applicable, add a gift certificate code or link the order to a reservation using the reservation number.
14. Click "Place Order".
15. Recheck the order and then click "OK - Place my order".
16. To go back to the store for the next order, click "reset store for new order".

Related Topics

Create an order: open orders

Create an order: existing club member

Open orders