Orders & Checkout Help

Learn how to take orders, manage carts, process payments, and handle cancellations in Barman.

🛒 Overview

The Orders module handles all customer purchases — from adding items to the cart to confirming payments and generating receipts. Each order is tied to a room or section, allowing you to track sales accurately across different areas of your bar.

🧾 Creating a New Order

To create a new order:

Go to Orders → Add Items to Cart.
Select a Room / Section (e.g., Bar Counter, VIP Lounge).
Choose a Drink, Serving Unit (Bottle, Pack, etc.), and enter the Quantity.
Click Add to Cart to save the item.
Repeat for additional items.

💡 Tip: Prices update automatically based on the room’s pricing settings.

🧮 Reviewing the Cart

Once items are added, you’ll see them listed under the Current Cart. From here, you can:

Edit quantities or servings using the Update button.
Remove items using the trash icon or “Remove” link.
Clear Cart to start over completely.

When ready, click Submit to Accountant to mark the order for checkout.

💰 Checkout & Payment

During checkout, Barman calculates the total automatically. You’ll enter the amount the customer gives and any change returned.

Click Checkout on your cart page.
Enter Amount Received from the customer.
(Optional) Record Change Given Now if applicable.
Click Confirm Payment to finalize the sale.

After confirmation, a unique order number (e.g., #145) is generated and the order moves to “Completed” status.

💡 Tip: You can print or export receipts after confirming payment.

📄 Viewing Orders

To view all your orders, go to Orders → My Orders. You’ll see separate tabs for:

Pending — orders waiting to be processed or checked out.
Completed — fully paid and processed orders.
Cancelled — orders that were voided before payment.

Click View on any order to open its details, print a receipt, or check the payment summary.

❌ Cancelling Orders

Only the staff member who created an order can cancel it, and only if the order is still Pending.

Go to My Orders → Pending.
Find the order you wish to cancel.
Click Cancel and confirm the prompt.

Once cancelled, the order cannot be reopened — you’ll need to create a new one.

💵 Settling Balances (Change or Credit)

Sometimes customers may owe or be owed small balances. To settle them:

Go to Orders → Settle Balance.
Enter the Amount to give to customer or collect.
Click Settle to update the record.

💡 Example: If the customer overpaid, you can record change later using this feature.

🧠 Best Practices

Always verify the total before confirming payment.
Use the correct room to ensure accurate reporting.
Submit orders promptly to keep shift data consistent.
Avoid editing stock manually — let restocks and sales adjust it automatically.

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