Operations: POS & Orders

Order Lifecycle

3 min read

Understanding how orders move through the Chequ system ensures your team stays synchronized and your revenue reports remain accurate. Every order follows a logical path from initial draft to completion.

Open Tab: These are active 'Work in Progress' orders. While an order is Open, staff can freely add, remove, or adjust items as the customer changes their mind.
Paid Tab: Once payment is confirmed, the order is locked and moves here. This status finalizes the revenue for your analytics and records the specific payment method used.
Cancelled Tab: If an order was made in error or a customer leaves before paying, use the 'Cancel' button. These are voided and do not count toward your daily gross sales.

Correcting Mistakes (Reopening)

1

If a transaction was marked as 'Paid' by mistake, Owners can find the order in the Paid tab.

2

Open the order to view its details. Only Owners will see the Reopen Order for Staff button located at the bottom of the Order Summary sidebar (or the bottom of the details sheet on mobile).

3

Clicking this button moves the order back to the Open tab, unlocking it for all team members to fix items, totals, or payment methods.

Chequ keeps your workspace tidy! If you start a 'New Order' but navigate away without adding any items or clicking 'Create Order', the system automatically discards the empty draft so your Open Orders list stays focused on real customers.

Order Lifecycle | Tutorials