Order Management
How to hide unavailable products on the sales screens
If half your catalogue is sold out, the product list at sale time becomes a minefield. This switch removes what you can't sell. How to turn it on Go to Configurations › Orders and Sales. Turn on the Hide Unavalible Products switch. "Hide unavalible ...
How to make the customer mandatory on every order
By default, Jarbas lets you close a sale without saying who bought it. If your business needs to know, turn this lock on. How to turn it on Go to Configurations › Orders and Sales. Turn on the Require Customer switch. "Require the customer to be ...
How to record cash Injections and Withdraws
Whenever money goes into or out of the till without being a sale, record it as an Injection or a Withdraw. That's what makes the closing match the cash in the drawer. Injection — money going in. E.g. you added more change to the drawer. Withdraw — ...
How to require an open cash register to accept payments
If your team forgets to open the till and the day's closing never adds up, Jarbas can block sales until a cash register is open. Premium plan feature. How to turn it on Configurations › Payment Options › Require open cash register Only admin users ...
Cash register per device or per person: choosing the mode
Jarbas needs to know how to group cash register movements: by device or by person. That choice changes what shows up at closing time. Premium plan feature. The two modes By device — each device (phone, tablet, computer) has its own independent cash ...
How to edit the price or apply a discount on a single item of the sale
You can change the price or apply a discount to one specific product in the cart, without touching the product record and without affecting the rest of the sale. Where the options are In the cart, each item has a row of buttons: quantity, Unit (the ...
What to do with the change: hand it back now or add it as customer credit
When a customer pays more than the total, Jarbas shows Change: $ X on the payment screen, with a toggle next to it. That toggle decides what happens to the difference. Toggle on: hand it back now "The change will be returned to the customer now." The ...
How to create a reminder for an order
Need to call the customer tomorrow, chase a deposit or remember to set the goods aside? Create a reminder right on the order and Jarbas puts it in your calendar. How to create one Open the order. Tap the order menu and choose Add Reminder. Fill in: ...
How to collect the customer's signature on the receipt
Your customer can sign with a finger on your phone screen, and the signature is saved on the order's receipt. Handy as proof of delivery, pickup or a credit sale. 1. Turn on the signature on the receipt Configurations › My Receipt › Content › Show ...
How to create a Sales Fee that applies itself
A Sales Fee is an extra amount charged on an order — a service charge, a card-machine fee, a packaging fee. You can let Jarbas add the fee for you, so you don't have to remember it on every sale. Where to create it Configurations › Orders and Sales › ...
How to create a custom payment method
If you take payment through something that isn't on Jarbas's list — a meal voucher, a cheque, a specific app — you can register it and use it on your orders. Where to create it Configurations › Payment Options › Payment Methods Tap Add new payment ...
How to create a quotation and turn it into an order
In Jarbas, a quotation is an order marked as Quotation. It's recorded like any other order, but it doesn't count as a sale and doesn't deduct stock. How to create one Build the order as usual: add the products and go to the checkout screen. Turn on ...
How to create custom order statuses
Besides the statuses Jarbas already includes, you can create your own — with your own name and colour — to track the stages of your business. Where to create them Configurations › Orders and Sales › Order Status Or, inside an order: Change Status › ...
How to cancel the installment configuration of an order
If you set up an installment plan for an order and need to undo it — whether to change the payment method or correct an entry — you can cancel it directly from the order. Step by step 1. Open the order On the Orders screen, find and tap the order ...
Distance Delivery Method
The distance delivery method allows you to automatically charge shipping based on how many kilometers the customer's address is from your business. Instead of a fixed amount, the app calculates the delivery cost by multiplying the distance by the ...
How to edit a finished order
In Jarbas, once an order is marked as completed, it can no longer be edited directly. However, there’s a simple way to make changes, you just need to reopen the order. How to reopen a completed order Open the order you want to edit Tap the three-dot ...
How to merge multiple orders into one?
If you’ve created multiple orders for the same customer and want to organize everything into a single order — whether to simplify payment, tracking, or credit sales — Jarbas allows you to merge orders quickly and easily. Follow the steps below: Step ...
How to remove an item from an order
If you need to remove an item from an order, you can do this by editing the order directly in Jarbas. The process is simple and only takes a few steps. Step-by-step: removing an item From the home screen, tap Orders. Open the order from which you ...
Can I exchange items or return a product from an order?
Currently, Jarbas does not have a built-in feature specifically for exchanges or returns. However, you can handle this by editing the order and removing the item that needs to be returned or exchanged. How to remove a product from an order 1. Open ...
How to Pay Multiple Orders at Once
Jarbas lets you pay several orders at the same time, making your daily routine faster and more organized. This feature helps you avoid processing payments one by one, saving time, especially when you handle a large number of orders. How to pay ...
My orders aren’t showing up. What can I do?
Sometimes, users notice that their orders seem to “disappear” or simply don’t show up on the list. Don’t worry — this usually happens because of a quick setting or sync issue. Try the steps below to get everything back to normal. 1. Check your ...
How Does the Cash Register Work in Jarbas?
Keeping track of your cash register is essential for small business owners. It helps you monitor the money that comes in and goes out, reduces mistakes, and gives you peace of mind when closing the day. With Jarbas’ Cash Register feature, you can ...
Is it possible to place an order without products? (Direct Sale)
Yes, it is possible. Jarbas offers a feature called Direct Sale, which allows you to place orders without the need to add products. Here's how to proceed: Tap the "+" icon in the lower corner of the main screen and choose either "New Order" or "Quick ...
How to view orders registered by your users in Jarbas?
It’s quick and easy! Here’s how: 1️ - Go to the Main Menu and tap on Users. 2️ - Select the user or employee you want to check. 3️ - Tap on the Orders tab. ✨ That’s it! You can now track all the orders registered by that user, neatly organized for ...
What is the Difference Between a Quick Sale and an Order?
Jarbas provides two distinct methods for logging a transaction: Quick Sale and New Order. Here’s a breakdown of their differences: Quick Sale (or Point of Sale): Ideal for on-the-spot transactions. In this mode, you input the products, the customer, ...
How to Place a Variable Quantity Order
To place a variable quantity order, ensure that the product is set up accordingly in the product settings. Tap on the desired product and start a standard order. A new screen will appear. Here, enter the amount you wish to sell. For example, if you ...
How to Make a Quick Sale in Jarbas
Welcome to our detailed guide on using the Quick Sale (POS) function in the Jarbas App. Let's dive into the details! Accessing the Quick Sale Function The first step is simple. Upon opening the Jarbas App, find the Quick Sale button on the Home ...
How to Place an Order with More Than One Payment Method
On the Payment screen, select the first payment method. Edit the amount to be paid and click Next. The app will display the remaining balance and offer the option to add more payments. Select the next payment method, whether it's the same or a ...
How to Sell Products in Bulk Quantities
On the upper right corner of the sales or order addition screen, you will find a [1x] button designed to handle bulk quantity entries efficiently. Tap this button. Enter the desired quantity. The button will update to show the quantity you've ...
How to Make a Sale on Credit with Jarbas? - Part 2
After setting up the Jarbas app to allow credit sales and selecting the customers who can take advantage of this mode, it's time to learn how to effectively make a sale on credit. This article continues our step-by-step guide. Step 3: Making a Sale ...
How to Make a Sale on Credit? – Part 1
Step 1: Enabling Credit Sales Before you can start selling on credit, you need to enable this feature in your system. Here’s how to do it: Go to the ‘Configurations’ menu in your Jarbas app. Tap on ‘General’. Enable the ‘Allow Credit’ option. This ...
How to Place an Order in Jarbas?
Placing an order on Jarbas is a simple and intuitive process, perfect for streamlining your business day-to-day. With just a few clicks, you can effectively manage orders and ensure your customer's satisfaction. Let's break down the process step by ...