Take an order

An order keeps goods for a customer who collects them later. Kila holds the prices, reserves the stock at your branch so it is not sold to someone else, and keeps any deposit on the customer‘s account until they collect.

Steps

1. Tap Order at the top of the till

   Kila says “Order mode. The order reserves the stock at this branch and holds the prices; take a deposit now and the balance when the customer collects.”

   Zoom

   

2. Choose the customer

   Tap Choose the customer for this order and find them. A deposit needs a customer.

3. Add the products

   Search, scan or tap as for a sale, and set the quantities.

4. Tap Save order

   The button shows the total, such as Save order of KES 2,370.00. Kila opens Save as order: “The order holds these prices and reserves the stock at this branch. Take the balance when the customer collects.”

5. Enter the deposit and when it is promised

   Type the Deposit, or tap 30% or 50%. It is “Held on Gathoni Kimani’s account until collection. Leave empty for no deposit.” Set Promised for, choose Pickup or Delivery, and add a Note if it helps.

   Zoom

   

6. Tap Take deposit and take the payment

   The payment is Deposit for the order: KES 1,185.00, in cash or by bank transfer. By M-Pesa it needs a prompt M-Pesa has confirmed: a typed M-Pesa code is refused (see Take a deposit). Until Kila’s M-Pesa connection is live (Integrations and API says Prompts not connected), the till sends no prompt: take the deposit in cash or by bank transfer. Kila says Order SO-000001 saved: “Deposit of KES 1,185.00 held for Gathoni Kimani. Balance KES 1,185.00 at collection. The stock is reserved at this branch.” With no deposit, the button is Save order instead. Tap Print order for the customer.

When the customer collects

1. Tap Orders at the top of the till (on a phone, Orders to collect in the menu under your name). Kila lists the “Open orders at this branch”, each with its balance and any deposit.
2. Tap Fulfil on the order. Kila shows the lines, the Order total, the Deposit applied and what is To pay now.
3. Tap Take KES 1,185.00 (7) and take the payment: “The deposit of KES 1,185.00 is applied automatically.” The order becomes a sale, and moves to Fulfilled under Sales › Orders.

Zoom

Tip

A quotation the customer accepts can become an order: on Sales › Quotations, tap Order beside it. See Make a quotation.

What if

Kila will not take a deposit

Without a customer, Save as order says “No customer chosen. Add one to take a deposit, deliver, or call them when the order is ready.” and the Deposit “Needs a customer.” Go Back to cart, choose the customer, and save the order again.

Every order at the branch

Sales › Orders (“Sales orders”) lists them all, by stage: Not started, Picking, Ready, Out for delivery, Fulfilled and Cancelled.

Related

• Make a quotation: prices for the customer to think about.
• Take a deposit: which payments a deposit can be, and what Kila refuses.
• Put goods on layaway: when the customer pays in instalments before taking the goods.

Next: when the order is ready, the customer collects it and pays the balance.