> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/charging-payments-overview/create-order.md).

# How to Create an Order (Virtual POS)

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, **Waitstaff**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Products**: At least one product must exist. See: [How to Create a Product](/products/control-panel-overview/charging-payments-overview/create-product.md).
* **Payment Processor**: A payment processor must be connected if taking card payments. See: [How to Link a Payment Processor](/products/control-panel-overview/admin-overview/link-payment-processor.md).

> **Why use an order instead of a general transaction?** Orders create an **itemized receipt** showing each product, quantity, and price. General transactions (via "Charge a Member") show no detail on the member statement. Use orders whenever the member needs to see what they were charged for.

### Instructions

1. Navigate to [**SELL > View Orders**](https://control.peoplevine.com/orders).

> **Note (Pro Dash):** Navigate to **SELL > Ecommerce > Virtual POS**.

> Alternatively, navigate to the member's CRM profile and click **Create an order** in the left-hand column. This pre-selects the member and drops you directly into the new order page.

2. Click **NEW ORDER** (top right).
3. Under **Add items to the order**, search and select products to populate the order. Use the **Modify** button under the Options column to change the price or quantity. Use the **X** to remove a product.
4. Search for the customer by name or email and select their profile, or click **REGISTER NEW PERSON** to create a new CRM profile.
5. Verify that the member discount has been applied correctly and that tax is correct.
6. Click **PROCEED TO PAYMENT**.
7. Select the payment method and click **PROCESS CHARGE**.
8. On successful payment, you are taken directly to the order receipt.

### What Happens Next

* **On the system side**: The order appears in [**SELL > View Orders**](https://control.peoplevine.com/orders) with status badges (Paid in Full, Invoiced, Pending, etc.). A transaction record is created under [**SELL > View Transactions**](https://control.peoplevine.com/transactions).
* **Next step**: [How to View a Member's Orders](/products/control-panel-overview/transactions-overview/view-member-orders.md).

*Last updated: 2026-05-24*


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