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  5. Chapter 3 — Sales (Verkauf)

Chapter 3 — Sales (Verkauf)

In this chapter: tracking and managing all sales — from any channel (point of sale, website, phone) — plus invoices, refunds, shipments, gift cards, subscriptions and legal signatures.

3-1. Open baskets (Warenkorb)

The workspace for baskets that have not yet been turned into orders (including open baskets from the point of sale and the website):

  • A list of baskets; creating a new basket; opening the basket editor.
  • In the editor: adding items, changing quantity, discounts, holding and checking out — just like the point of sale, but from the dashboard. Handy for recording phone orders.

3-2. Point-of-sale locations (Kassenstandorte)

  • Define physical sales locations: name, description, status.
  • The "In-store pickup for website orders" option: if switched on, the website customer can select this location for pickup.

3-3. Orders (Bestellung)

The heart of the sales section. Find the order in the list (search by number/customer, filter by status/date) and open it. The order page has the following sections:

  • General: status, customer, addresses, items, totals, customer note.
  • Invoices: issued invoices; a "Issue invoice" button for uninvoiced items.
  • Refunds: record a refund — select the items/amount and the refund method.
  • Shipments: record a shipment — select the items and the shipping method; multi-stage shipment is possible.
  • Subscriptions: subscriptions created from this order.
  • Transactions/payments: Take payment for the balance, add a payment line, change the payment method.

Other actions on an order: email the customer, print, cancel the order, record a return request on behalf of a member of staff, link a customer to a guest order, and inline editing of the contact amount / shipping address / shipping method.

  • History tab: the order page (and the refund/invoice pages) has a full timeline that records who changed what and when — for tracking and accountability.
A typical website order flow: order comes in → review → issue invoice → record shipment → (if needed) refund. A point-of-sale order usually has its invoice and payment recorded at that moment, and here it is only tracked.

3-4. Invoices (Rechnung)

  • A list of all issued invoices, independent of orders.
  • Open an invoice to view it, print/PDF.
  • Overdue reminder (Mahnung): from within an unpaid invoice you can create and send a payment reminder. (Late-payment penalty settings are in Chapter 12.)

3-5. Gift cards (Geschenkkarten)

  • A list of cards with code, balance and status.
  • Each card's page: transaction history (where it was issued, where it was spent), related records.
  • Send / resend delivery: send the gift card's delivery to the recipient, resend it, or retry it if it fails. (Scheduling delivery for a future date is not available in the dashboard.)

3-6. Refunds (Erstattung) and return requests (Return Requests)

  • Refunds: a list of all refunds with details. Each refund's page offers several ways to compensate:
  • Store credit: instead of a cash refund, give the customer credit in their wallet.
  • Compensation coupon: issue a discount code as compensation.
  • Return to stock (inventory adjustment): return the refunded items to stock.
  • Return requests: requests the customer has submitted from the site — review and approve/reject; after approval, record the corresponding refund from the order.

3-7. Risk evaluations (Risk Evaluations)

  • The risk/fraud score of orders; review suspicious orders before shipping.

3-8. Shipments (Versand)

  • A list of all shipments and their status, independent of the order.

3-9. Subscriptions (Abonnement)

  • A list of customers' recurring subscriptions and the details of each.
  • Cancel a subscription with confirmation — future periods are not issued.

3-10. Transactions (Transaction)

  • A complete ledger of payment transactions (successful/failed, method, amount, reference) for tracking discrepancies.

3-11. Signatures (Signature) — RKSV

  • The legal point-of-sale signature records (Austria) for each invoice/refund, with filters and document printing.
  • For a tax audit, this list must be error-free; follow up on persistent errors (Chapter 12, certificate section).

3-12. Dispatch routing (Dispatch Routing)

Specific to restaurants/kitchens — it determines which printer or display the items of each order go to:

  1. Create a new rule: which category/products → which destination (for example "Drinks → bar printer").
  2. Select/configure the printer device in the configuration window.
  3. From then on, "send to kitchen" at the point of sale is split according to these rules.