Order Actions
The Order Actions panel is located at the bottom of the cart in the POS interface. It provides quick access to several essential order management features:
Order Note
- Opens a dialog to add a customer note to the order.
- Customer notes are visible to the customer and appear on the receipt by default, in the customer's My Account area, and in the
WP Admin > WooCommerce > Orders > Order
under the shipping address.
note
Order notes are visible to customers.
Order Meta
- Opens a modal to manage additional metadata for the order.
- Features include:
- Changing the order currency.
- Adding a transaction ID (e.g., from an external payment terminal).
- Adding custom meta data for the order.
note
Additional features will be added to this modal over time, including integration with other WooCommerce plugins.
What is Meta Data in WooCommerce?
Meta data provides extra information about orders and is accessible via the WooCommerce REST API. Developers and plugins use this data to extend functionality, such as integrating third-party services.
JSON View
- View the raw JSON representation of the order, useful for debugging or integration purposes.
Save to Server
- Allows you to save open carts to the server, so they are securely stored and accessible for future use.
Why save?
When a new order is created in the POS, it only exists locally. Saving the order ensures it persists, even if the local database is cleared.
Void
- Two Scenarios:
- Unsaved Orders:
- If the order has not been saved to the server, it will be permanently deleted from the local database.
- Saved Orders:
- If the order is saved to the server, it will be moved to the Trash folder in WooCommerce and deleted from the local database.
- Unsaved Orders:
- To recover a voided order:
- Go to
WP Admin > WooCommerce > Orders > Trash
.
- Go to
Checkout
- Saves the order to the server and initiates the checkout process.
- Opens the checkout screen to complete the payment.