Orders

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.

Navigating to Orders

The Orders page is found in the main sidebar under Orders, with Bookings and Enquiries sitting as sub-items beneath it. Orders is the default landing page for the group.

The Orders page

The Orders page is organised into three zones:

1. Metric cards

A row of five cards summarises transactional performance for a selected date range:

• Gross sales
• Orders
• Returning Customer Rate
• Items ordered
• Refunds

The date range picker at the left of the row defaults to the current week and can be stepped backward or forward.

2. Status tabs

Below the metric cards, a row of tabs filters the list by status: All, Completed, Open Tab, Processing, Pending, Cancelled, Refunded, Draft.

3. Controls row

To the right of the status tabs:

• All Locations: filter orders by location or sublocation
• Search & Filter: free-text search and advanced filters (amount, item, date range, and more)
• Column customiser: show, hide, and reorder table columns
• Sort: change the sort field and direction

New orders are created from the + Create New Order button in the top-right of the page.

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.

Creating a new order

Clicking + Create New Order opens a full-page Create New Order form. The form has two panels:

Associate

Link the order to an existing record so customer history, booked services, and prior context follow through. Three mutually-exclusive options:

• Customer or Company: associate with one or more customers or companies
• Active Booking: select an existing booking from a dropdown to build an order on top of it
• Enquiry: select an existing enquiry from a dropdown to convert it into an order

Select a Location

A location/sublocation picker that filters the products and services available to this order.

Orders can also be created from a customer profile via the + Create New Order button in the Orders tab of the profile.

Selecting a location locks the form to that sublocation and reveals the Products and Services cards underneath.

+ Add Product opens a product picker scoped to the chosen sublocation. Stock reservation kicks in as soon as a product is added.

+ Add Service opens the Book Service modal that walks you through selecting the service and date. Adding a service auto-creates the underlying booking.

Save as Draft is available as soon as a product or service has been added. Save as Open Tab additionally requires a customer or company association. Proceed to Payment opens the Process Payment dialog covered below.

Opening an order

Clicking an order row on the Orders page opens an Order Details preview modal. The modal shows the Draft/Pending pills at the top, then cards for Customers, Companies, Location (with Sublocation), Summary (Items, Payment Method, Subtotal, Tax, Discount, Total), Order Items, and a short Activity timeline. It is useful for quick checks without leaving the Orders list.

A View Order button at the bottom opens the full order page for editing and actions.

Working in the full order view

The full order page is where staff actually build the transaction: add products and services, edit customer and company details, attach notes, and take payment.

• Items tab: add more items with + Add Products and + Add services. The running Subtotal, Tax, and Total update as items are added or removed.
• Notes tab: capture any context about the order that should travel with it (for example, dietary requests, delivery instructions).
• Activity tab: a chronological record of everything that has happened to the order, handy when investigating a dispute or reviewing history.
• Right sidebar: shows Customers, Companies, Location, and Payment Information. Customers and companies can be added or removed directly here.

The header shows the Order ID, Draft/Pending pills, a share/link icon, and a more-actions menu. A prominent Process Payment button is both in the header and in the Payment Information sidebar.

Processing payment

Clicking Process Payment opens a payment dialog with two delivery options, letting staff choose how the customer pays:

• Send payment link: emails the customer a payment link they can complete remotely. Useful for invoices and deposits where the customer is not on site.
• Share to terminal: pushes the payment to a connected card terminal on site.

When Share to terminal is selected, two further options appear:

• Pay directly: the customer pays the full amount on the terminal in one go.
• Split payment: split the amount across multiple payments (by item, equal split, or custom). Handy for tables splitting a bill.

Choosing these options (with split payments having an extra step to decide how to split) displays a QR code on screen. Scanning the QR code with the terminal connects it to the session; the customer then taps or inserts their card to complete the payment.

Order actions menu

The three-dot Order Actions menu in the top-right of the full order view exposes post-create actions. The menu adapts to the order's current status:

• Receipt: generate a customer receipt. Expanding the chevron reveals four delivery options: Email Receipt, Print Receipt, Download Receipt, and Cloud Print (connected cloud printers appear with a count).
• Invoice: generate an invoice. Expanding the chevron reveals Email Invoice, Print invoice, and Download Invoice.
• Cancel order (Draft / Pending orders): cancel the order before any payment has been taken. Releases reserved stock and closes the order.
• Cancel & Refund (Completed / Paid orders): cancel the order and trigger a refund. Opens the Refund Order dialog (see below).

Refunding an order

Selecting Cancel & Refund on a paid order opens the Refund Order dialog. Staff choose the refund scope at the top:

• Full Refund: issue a refund for the entire order amount. The dialog shows the Order Total and the Refund Amount (which matches the total) and a confirmation button.
• Partial Refund: select specific order items (or amounts within items) to refund. The Refund Amount updates based on the selection. Useful when only part of an order needs to be returned: a single damaged product, one course from a meal, one night from a multi-night stay.

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:

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.

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.