Creating an Order in Your BloomNation POS

Creating orders is a core function of your Point of Sale (POS) system. Whether orders are placed in-store or over the phone, this feature streamlines the process, making it efficient and straightforward.

Payment Processing Fees

BloomNation’s POS gives you some of the lowest in-person processing rates in the floral industry, helping you keep more of every sale.

• Card-present transactions processed through a connected card reader are 2.6% + 10¢ per transaction.
• Card-not-present transactions (such as keyed-in or over-the-phone orders) are 2.9% + 30¢ per transaction.

There are NO additional per-order or hidden fees on POS orders.

💡 Tip: Using your POS card reader for in-person transactions ensures you receive the lowest possible processing rate. Learn more and request POS Hardware >>

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Order Fulfillment Options

When creating an order, you’ll see four fulfillment options to match your customer's delivery preferences:

• Local Delivery
• Pick-Up
• In-Store
• Quick Charge

These tabs allow you to quickly switch between fulfillment types, ensuring flexibility based on your customer's needs.

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Order Details

Order Taken By

This optional field helps track which team member is responsible for the order.

Assign team members as sales reps or order takers via New Dashboard > Employees.

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Customer Information

You can add customer information as follows:

• Existing Customers:

  • Search by name, phone number, or email.
  • You can also search for any associated recipient, House Account, or Additional Contact.
  • Select the correct customer from the dropdown.

• New Customers:

  • Select Add a new customer and fill in their details.
  • The new profile will be saved in the system for future orders.

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Fulfillment Details

For Local Delivery

Recipient Info

• Existing Customers: Saved recipients will auto-fill as you type.
• New Customers: Manually enter the recipient’s details, which will be saved for future orders.
• Address Autofill: Start typing an address to see suggestions, saving time and reducing errors.

Delivery Details

• Delivery Date: Use the date picker or choose Today/Tomorrow for quick scheduling.
• Delivery Fee: Automatically populated based on your delivery zone settings but can be manually adjusted.
• Delivery Note: Add instructions for the driver. This note will appear in the Delivery Router.

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For Pick-Up

Pick-Up Information

• Pick-Up Date: Select the date via the calendar icon or choose Today/Tomorrow.
• Pick-Up Notes: Add relevant notes for your team.

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Adding Items to the Order

• Search Items: Type the product name to add it to the order. Items must exist in your catalog.
• Quantity: Defaults to 1 but can be adjusted.
• Unit Price: Automatically populated based on your catalog; manually adjustable if necessary.
• Upgrade Type: Choose between Standard, Deluxe, or Premium options. The price updates accordingly.
• Tax-Exempt Item: Check this box if applicable.
• Notes: Add special instructions for floral designers. These appear on the printed order details.

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Card Message

For customers adding a card, you can include:

• The Occasion.
• The Card Message.
• A Signature.

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Payment Information

Payment Options

• Card Reader: Send the payment request to the connected reader. If not connected, it will display “Offline.”
• Credit/Debit Card: Autofill details by checking Same as Customer Name.
• Other Payment Methods: Options include Cash, Check, House Account, Gift Card, Pay Later or Other.

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Order Summary

Before finalizing, review the following details:

• Customer Information
• Fulfillment Information
• Itemized Summary: Displays product name, quantity, price, and subtotal.
• Discounts: Apply a percentage or dollar-value discount.
• Tip: Add a tip as a percentage or dollar amount.
• Delivery Fee
• Tax: Mark as tax-exempt if applicable.
• Grand Total

Finalizing the Order

• Process Payment: Completes the order and processes payment.
• Save as Draft: Saves the order for future completion.

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Managing Draft Orders

Draft orders are accessible via the Drafts icon and can be managed on the Drafts Page:

• Edit the draft.
• Print the draft.
• Delete it if no longer needed.

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Quick Charge

The Quick Charge tab is ideal for expedited orders or charges with minimal steps.

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Need Help?

If you need assistance with creating or managing orders in your PoS, please contact our Support team here.