📋 Order History & Management

The Orders tab in Vaaniz is your complete post-sale command center. It goes far beyond a simple transaction list—it acts as your delivery tracker, debt collection tool, and return management system all in one.

To access this screen, tap the Orders (Receipt icon) tab on your main navigation bar.

1. The Orders Dashboard & Smart Filters

At the top of the screen, you will find three main tabs that automatically organize your business workflow:

• All History: A chronological list of every transaction, return, and payment ever made.
• To Deliver: Instantly filters your list to show only orders where the customer has paid, but the physical goods have not yet been handed over or dispatched.
• To Collect: Your built-in ledger. Shows only the orders where the customer has an outstanding balance (Unpaid or Partially Paid).

Finding a Specific Order

• Search Bar: Type an Invoice Number, Customer Name, or Phone Number to instantly find a bill.
• Barcode Scanner: Tap the scanner icon next to the search bar to scan the barcode printed on a physical customer receipt. Vaaniz will instantly pull up that exact order on your screen!
• Date Filters & Chips: Use the "From" and "To" date pickers to view sales for a specific week or month. You can also tap the quick-filter chips (e.g., UNPAID, PARTIAL, RETURN) to narrow down the list.

2. Order Details & Quick Actions

Tapping on any order card will open the Order Details Modal. This provides a complete breakdown of the invoice, including the dispatch/delivery pincodes, customer details, itemized list, and taxes.

From this screen, you can perform several critical actions:

• Call Customer: If a phone number is attached to the order, tap the green Call icon next to their name to dial them instantly (perfect for delivery drivers).
• Reprint: Instantly re-generate the PDF or Thermal receipt for the customer.
• Delivered: If the order was pending fulfillment, tap this to officially mark the goods as handed over.
• Delete: Moves the invoice to the Recycle Bin (this also returns the items back to your inventory stock).

3. Settling Unpaid Balances (Debt Collection)

If a customer took items on credit or only paid a partial amount, the order will have a red "DUE" badge.

How to collect a pending payment:

1. Tap the To Collect tab at the top of the screen.
2. Tap the Collect button on the specific order.
3. The Settle Payment screen will appear, showing the exact balance due.
4. Enter the amount the customer is paying right now (they can pay in full or make another partial payment).
5. Select their payment method (Cash, UPI, Card, Cheque, or Bank Transfer).
6. Tap Confirm. Vaaniz will automatically log the payment, update your bank/cash ledgers, and adjust the remaining balance on the invoice!

4. Processing Returns & Refunds

Mistakes happen, or customers change their minds. Vaaniz makes returns mathematically perfect.

How to process a return:

1. Open the Order Details and tap the yellow Return button.
2. You will see a list of all items from that specific bill. Use the + / - buttons to select exactly how many units of each item the customer is returning.
3. Choose a Refund Method: Original: Refunds the money to your cash/bank ledger. Loyalty Points: (Highly Recommended) Instead of giving cash back, Vaaniz can instantly credit the refund amount directly to the customer's Loyalty Point wallet to ensure they spend that money at your shop again!
4. Tap Confirm Return.

Vaaniz will automatically put the physical items back into your inventory stock and generate a dedicated negative "Return Invoice" for your accounting records.

5. The Recycle Bin (Safeguarding Data)

If you delete an order by mistake, your data is not lost.

1. Tap the Trash Can icon next to the search bar to open the Recycle Bin.
2. You will see a list of deleted invoices.
3. Tap Restore on any invoice. Vaaniz will put the invoice back into your active history, instantly re-deduct the items from your inventory, and fix your cash ledgers as if the deletion never happened!