Phone Order Checkout in 6ixPOS

May 29, 2026 08:40

The Phone Order workflow allows merchants to process orders placed over the phone while accurately capturing customer location and tax information.

This enhancement ensures that:

taxes are associated with the customer’s location instead of the store location,
payment processing remains securely handled by the payment processor,
and phone order transactions can be tracked separately in reporting.

What is a Phone Order?

A Phone Order is a transaction where the customer is not physically present at the store. Cashiers can now mark a transaction as a Phone Order and collect:

customer contact information,
billing and shipping addresses,
and tax details

before completing payment externally through the payment processor or payment terminal.

Enabling Phone Orders

Phone Orders are controlled through a POS configuration: Enable Phone Orders

Default: OFF
When disabled:
- no Phone Order button or workflow is visible in POS
When enabled:
- Phone Order functionality becomes available during checkout

Phone Order Workflow

Step 1: Start the Transaction

Cashiers add items to the cart as usual.

Step 2: Select Phone Order

A new Phone Order button is available in the POS header bar.

When selected:

a Phone Order form pop-up appears
the button turns yellow to indicate an active phone order

Step 3: Enter Customer Information

The cashier must complete the required customer information before checkout can continue.

Required Information:

First Name
Last Name
Phone Number
Email Address
Billing Address
Shipping Address
ZIP / Postal Code
Tax Rate

Optional Convenience Option

Billing address same as shipping address
- automatically copies billing details into shipping

Step 4: Save the Phone Order Details

Once saved:

the customer name is attached to the cart
the transaction is marked as a Phone Order
customer records created only after checkout completion

If a customer already exists in the cart:

the Phone Order form auto-fills existing customer details
details can still be updated if needed

If another standard customer is later selected:

the Phone Order customer is removed
the Phone Order indicator is cleared

Step 5: Complete Payment

Payment is handled externally by the payment processor or payment terminal.

Step 6: Phone Order Listing and History

A dedicated Phone Order section is available in POS (similar to Online Orders/Open Orders).

This section displays:

Order ID
Customer Name
Total Amount
Status

Selecting an order displays:

order information
date
customer details
item details

Tax Handling and Reporting in Console

The Phone Order workflow is designed to support more accurate tax reporting for customer-not-present transactions.

Unlike regular in-store sales, where taxes are calculated based on the store location, Phone Orders associate tax information with the customer’s billing location. This helps ensure taxes are tracked according to the customer’s jurisdiction.

Phone Order reports can be grouped and filtered by:

Customer State
ZIP / Postal Code
Tax Rate

This provides merchants with better visibility into tax collection across different regions and simplifies tax reconciliation and reporting for multiple jurisdictions.

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