Orders
Manage the commercial record of transactions including products, bookings, payments, and fulfilment
Orders represent the commercial record of a transaction in Tiquo.
An order contains everything a customer purchases during a transaction, including products and time based services. Orders manage the commercial side of the transaction, while operational elements such as bookings and fulfilment are managed separately.
Orders are used to manage:
- Purchased items
- Pricing and taxes
- Payments
- Refunds
- Transaction history
This allows businesses to combine products and bookings within a single transaction.
What an Order Can Contain
Orders contain order items. An order item represents something that has been purchased.
Order items can include:
- Products — retail or physical items
- Bookings — time based services scheduled for a specific date and time
A single order can contain multiple items.
Example:
Order:
- Massage Appointment (booking)
- Face Cream (product)
- Herbal Tea (product)
This allows businesses to combine service and retail purchases within one order.
Orders and Bookings
Bookings are operational records representing time based services. Any time based service in Tiquo is managed as a booking.
Bookings appear in orders as order items.
The relationship between the systems works as follows:
Service → Booking → Order Item → Order
This means:
- The booking controls scheduling and resource allocation
- The order records the commercial transaction associated with that booking
Example:
A customer books a massage.
The booking contains:
- Date and time
- Duration
- Assigned inventory resource
The order contains:
- The booking
- Pricing
- Taxes
- Payment activity
Orders and bookings are separate but linked. Bookings manage operations, while orders manage commerce.
Order Identification
Every order has a unique Order ID.
Example: ORD-J98UBC
This identifier is used for:
- Transaction tracking
- Support and operational reference
- Linking tasks and activities
- Reporting and analytics
Order Status
Orders move through several statuses during their lifecycle.
Draft
The order has been created but is not yet active. Draft orders are typically created before items are finalised or before the transaction begins.
Draft orders do not count toward reporting metrics.
Open Tab
An open tab allows items to be added over time before payment is taken.
This is commonly used in environments such as:
- Bars
- Restaurants
- Hospitality venues
- Events
While an order is an open tab:
- Additional items can be added
- Payment is taken later
- Stock is updated as items are added
When an open tab is fully paid, the order moves to Completed.
Active
The order is active and contains items that are part of an ongoing transaction.
Active orders may contain:
- Products
- Bookings
- Services
Cancelled
The order has been cancelled. Cancelled orders are no longer active.
Refunded
The order has been refunded after payment was taken.
Order Fulfilment
Order fulfilment tracks whether items in the order have been delivered or completed.
Examples of fulfilment include:
- Food delivered to a table
- A product handed to the customer
- A service appointment completed
Fulfilment and payment are tracked separately. This allows businesses to operate in different ways depending on their workflow.
Example:
A customer books a massage → The service takes place → The service is completed → Payment may occur before or after the appointment
This separation allows Tiquo to support both fulfil-first and pay-first workflows.
Payment Status
Payment status tracks the financial state of the order. Payment processing is independent from fulfilment.
This allows businesses to operate in different ways, for example:
| Scenario | Fulfilment | Payment |
|---|---|---|
| Restaurant | Food delivered | Customer pays after |
| Spa | Service completed | Payment after treatment |
| Retail | Payment first | Item delivered immediately |
Editing Orders
Once a non-tab order has been fully paid, additional items cannot be added. However, certain details can still be updated.
The following actions remain possible:
- Adding or editing the customer
- Updating invoice details
- Adding notes
- Printing additional receipts
- Resending invoices
If new items need to be sold, a new order must be created.
Open Tabs
Open tabs allow businesses to keep an order open while customers continue to add items.
Typical use cases include:
- Bar tabs
- Restaurant tables
- Hospitality venues
- Events
While the tab is open:
- Items can be added to the order
- Available stock updates as items are added
- Payment is taken later
When the tab is fully paid, the order is completed.
Inventory Behaviour
Inventory interacts with orders in two stages.
Stock Reservation
When an item is added to an order:
- Available stock decreases immediately
This prevents overselling when multiple customers are ordering simultaneously.
Stock Confirmation
When an item is delivered:
- The stock deduction is confirmed
If an item is removed from the order, cancelled, or not delivered, the reserved stock is returned to the available inventory.
This ensures stock levels remain accurate while allowing orders to change during service.
Orders and Reporting
Orders contribute to reporting and analytics.
| Metric | When Counted |
|---|---|
| Gross Sales | Revenue counts toward Gross Sales when payment is received |
| Items Ordered | Items count toward Items Ordered when the item is ordered |
| Draft Orders | Draft orders do not count toward reporting metrics |
Orders and Customers
Orders can be associated with customers.
Adding a customer to an order allows the system to:
- Track purchase history
- Generate invoices
- Maintain customer records
- Link bookings and purchases to customer profiles
Customer information can be added or updated on an order.
Receipts and Invoices
Orders generate receipts and invoices.
After payment, staff can:
- Print receipts
- Resend invoices
- Update invoice details
This ensures financial documentation remains accurate.
Order Activity Timeline
Each order includes an activity timeline showing key events.
Examples include:
- Order placed
- Order completed
- Payment confirmed
The activity timeline provides a chronological history of the transaction and helps teams understand what occurred during the order lifecycle.
Summary
Orders are the commercial record of a transaction in Tiquo.
They contain the items purchased by a customer, including products and bookings, and manage the commercial lifecycle of the transaction.
Orders manage:
- Purchased items
- Pricing and taxes
- Payments and refunds
- Transaction history
By separating bookings, fulfilment, inventory, and payments, Tiquo allows businesses to manage complex hospitality workflows within a single platform.