Converting a POS Order to a Sales Order

Some customers — particularly account or credit customers — need a formal Sales Order rather than a standard POS receipt. Staff can convert a completed POS order into a Sales Order directly from the till.

What carries over

  • Customer
  • Order lines, quantities, and pricing

The resulting Sales Order follows the normal backend invoicing and delivery workflow. This is typically used for wholesale accounts, business customers, or any transaction that needs to be tracked through the standard sales pipeline rather than closed out at the register.