4. How to use

Main screen

The POS main screen is available from

See also

Sales - Point of Sales

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1. Select, or create a customer

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Click on the wheelwork and you will be able to link the order with a guest customer, an existing customer or a new customer.

Guest customer information are filled with Empty String and Guest account email value set in Point Of Sales configuration.

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2. Add a product

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You must enter a minimum of 3 characters to perform your search.

Your products can be found according to their name, sku, barcode and they must be in stock to appear in the search results.

3. Select a payment method

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Here are displayed the payment method set in Multiple Payment configuration.

Note

If “Create invoice” checkbox is ticked, the invoice will be automatically generated at order creation.

Once the method is selected, you will be able to manually enter the paid amount or using the buttons placed at disposal.

The module will automatically calculate the amount to give back if necessary.

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4. Select a shipping method

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Once a product is selected, all enabled shipping methods in your magento will be displayed.

The selected shipping method by default is set in POS’s user configuration.

5. Create order

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Once all fields are filled, click on “Create order” button.

Once order is created, a confirmation popup is displayed.

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7. Process a product return

Go in POS main screen, open the sub menu and then s elect “Search orders”

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Select the order concerned by the product return :

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Once order’s popup is displayed, click on “Return” button

Select the quantity to return and click on “Confirm return” button

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A credit memo is created.

8. Export payments

Go in POS main screen, open the sub menu and click on “Export Payments”

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Pdf example

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9. Add a comment

On POS main screen,

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Click on the wheelwork and you will be able to add an order or an invoice comment.

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10. Scan a product

First of all, you must enable this feature in the configuration ( see 3. Configuration - 3. Barcode scanner )

Then, go on POS main screen, and scan your product

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The barcode should appear in the search bar and your product should be listed.

Note

You can also type a barcode using your keyboard

11. Add a discount

At product level

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Discount column allow to set a discount per product.

By using the drop down list, you have the possibility to set a percentage discount or directly set a discount amount in the currency of the current POS store.

At order level

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Overall Discount field allow to set a discount on the order total, Discount total field is automatically updated.

By using the drop down list, you have the possibility to set a percentage discount or directly set a discount amount in the currency of the current POS store.

12. Add a new payment method

You can create additional payment methods in POS. All available methods are displayed in the right part :

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To add a new method, follow those steps

1 - Go in System - Configuration - Multiple payment

2 - In the “Custom payment methods” text area, add a new line with the method name

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3 - Save configuration

13. Add a product shortcut

During the installation, a new magento attribute is created, called: “pos_shortcut”.

This way, in all magento product page, you will find a “Show shortcut in POS” field.

You just have to select Yes to add this product as a shortcut in the POS interface.

14. Auto print the receipt

If you would like to automatize the print of the receipt generated by POS once order is placed, you need to use “Magento Client Computer Light”.

Magento Client Computer Light” is a Windows platform software which allows to automatically print the receipt pdf when it’s downloaded in a specific directory.

Note

Open a dedicated ticket on boostmyshop.com to get this plugin

In the zip archive, two files are important:

  • MagentoClientComputer.exe
  • pref.xml

All configuration have to be done in the pref.xml file.

Configuration

  1. Directory path
<pref type="param" name="download_directory" value="C:\Users\XXXX\Downloads" />

Change “C:UsersXXXXDownloads” with the path of the directory in which receipt pdf files are downloaded on your computer.

  1. Print command line
  • Download Foxit Reader on http://www.foxitsoftware.com/downloads/ and install it on your computer.
  • By default Foxit Reader is installed in “C:/Program Files/Foxit Software/Foxit Reader/”, otherwise replace this path by your own in pref.xml file.
<pref type="pattern" pattern="Receipt_(.*).pdf" command="&quot;C:/Program Files/Foxit Software/Foxit Reader/Foxit Reader.exe&quot; /p &quot;$fileName&quot;" />

Execute

Once the configuration is done, you just have to launch the MagentoClientComputer.exe !

Note

To prevent some issues, you can launch it “as administrator”