3. Configuration

1. Global configuration

POS general configuration is available from System > Configuration > Sales > Point Of Sales.

General

Warning

If “Access denied” message is displayed, log out and log in again to reset admin permissions.

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Allow user change : Display a button on POS main screen to allow to change the user

Allow store change : Display a button on POS main screen to allow to change the store

Download receipt on new order: Automatically download the receipt’s pdf once order is created

Display configurable products in search results : Allow to display configurable products in search results

Empty string : This value will be used to fill missing customer’s information at order creation

Tick shipment checkbox by default : Pre-tick the checkbox to generate shipment at order creation

Tick create invoice checkbox by default : Pre-tick the checkbox to generate invoice at order creation

PDF

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Header Image (585x50): Logo to display on POS’s pdf (max size is 585px / 50px)

PDF footer: Text to display at the bottom of the POS’s pdf

Barcode scanner

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Enable: Enable the possibility to find a product by scanning his barcode

Product barcode attribute: Magento’s attribute used to store your barcodes

If ERP is installed on your server and you’re using his barcode storage, leave this field empty to use it

Barcode attribute creation

Go in

See also

Catalog > Attributes > Manage attributes > New Attribute

Here’s the correct settings to use ( you can also select others Product Types if needed )

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Once it’s done, click on “Save” button.

Your attribute is now created !

Next step, you’ll have to add it in your attributes sets.

See also

Go in Catalog> Attributes > Manage attribute sets

For each attribute sets

  • Your barcode attribute should be displayed in Unassigned Attributes list. (If it is not displayed, select another attribute set)
  • Drag and drop this attribute under “General” directory in Groups list and click on “Save” button

Once you have process every attribute sets, barcode field should now be displayed on each product page in your back office.

Receipt

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Header: Text to display at the top

Footer: Text to display at the bottom

Width: Width of the receipt

Margin Left: Size of the left margin

Unit: The unit used for Width & Margin Left settings, inch by default

Store Name: The store name to display on the PDF

Example

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Notification

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Guest account email: Email used when order is place with a guest customer

Send new order email: If set to YES, an email is send to customer at order creation

2. User configuration

Each POS user need to be configured before being able to access POS main screen.

Here is the way to set-up each user :

  1. Go to System > Permissions > Users, then select the user you want to configure.

  2. You should see a “POS Information” section added at the bottom of Magento “Account information” section.

    All the POS users configurations have to be made from there.

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  3. Fill all information and click on Save.

Field Value
Store Select the store to use in POS for this user. Using a specific store is interesting as it allows to use specific products prices depending of the store used.
Default Country Country to use for tax calculation
Default Region Region where the shop is located, used for shipping costs calculation
Default City City where the shop is located, used for shipping costs calculation
Default Postcode Postcode of the city where the shop is located, used for shipping costs calculation
Customers group Customer group used for Guest customers, to retrieve products prices
Default Shipping Method Shipping method selected by default in POS for each new order. Can be changed anytime during orders.

Warning

If those information are not correctly saved, please go in System > Cache Management and click on Flush Magento Cache.

Then, try to save again these information.

3. Multiple Payment configuration

This screen is available from System - Configuration - Sales - Multiple payment

Warning

If “Access denied” message is displayed, log out and log in again to reset admin permissions.

Multiple Payment is a Magento extension designed to easily manage partial payment.

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Custom payment methods: Allow to add custom payment methods labels to use on POS screen

Don’t consider orders before: Allow you to not consider old orders in reports

Note

You’ll find more information about Multiple Payment module on his documentation http://documentation.boostmyshop.com/multiple_payment/index.html