iotoms Docs

Tips and FAQ

  1. Why is Register grayed out / empty? Pick a Store first — the Register list only loads once a store is selected, and only shows that store's registers.
  2. Is picking a customer required? No — customer selection is optional. Leave it blank for a walk-in or anonymous sale.
  3. How is tax calculated? Each item carries its own tax rate(s) from the catalog (Tax1 and Tax2). The line total updates automatically to (price × qty − discount) + tax every time you edit quantity or discount — you never need to calculate it yourself.
  4. Can I change an order's status after saving (e.g. mark it Confirmed or Cancelled)? Not from this screen. Order status changes are out of scope here — only Payment Status (Paid/Unpaid/Refunded) is set at creation time.
  5. What happens to my order before I click Save? It exists only as a draft in your browser (backed by an in-progress cart) — nothing is finalized until you save via the amber bar.
  6. Where do I find an order after I create it? It appears on Sales History right after saving — you're taken there automatically.

What happens to my order if I refresh the page?

Nothing is lost. Unsaved work on create screens (new order, new item, new customer, and other "new record" forms) is kept as a draft on your device and restored automatically when the page loads again — you'll see a "Restored your unsaved draft" message. Drafts are cleared when you save, when you discard, and when you log out, and they expire after 24 hours.