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Magento 2 POS

User Guide (Manual) for Magento 2 Web POS

Features of POS Modules

  • Magento MSI compatible.
  • Assign Inventory Source for a specific outlet.
  • Custom Sales to modify price and give discount in POS checkout.
  • Unlimited number of outlets.
  • Permission control for user group.
  • Detailed report for POS Sales.
  • Support multiple payment method.
  • Easy Inventory management.
  • Easy Customer management.
  • Support guest checkout.

HOW TO INSTALL VIA SSH.

  • Step 1.

    Before starting the installation:

    • Ensure your Magento version is compatible - Please check the current compatible versions on its product page.
    • Install the extension on a testing/development/staging environment first, then, after thoroughly testing it out, install it on a production (live) environment.
    • Make sure the Magento instance is in developer mode. You can use the php bin/magento deploy:mode:set developer command to change the mode to developer and then check to make sure the generated folder in the root of the Magento project is empty.
  • Step 2.
    Copy the extension files to below paths of your magento 2 instance. If ‘app/code/Acx’ folder is missing, please create it manually:
    app/code/Acx/Backend
    app/code/Acx/Webpos
  • Step 3.
    Access the root of your magento 2 project from command line and run the following commands:
    php bin/magento module:enable Acx_Backend Acx_Webpos
    php bin/magento setup:upgrade
    rm -rf var/di generated/*
    php bin/magento setup:di:compile
    rm -rf pub/static/*/*; rm -rf var/*/*;
    php bin/magento setup:static-content:deploy -f
    php bin/magento cache:flush
  • Step 4.
    Flush any cache that you might still have enabled on your server or in Magento.
  • Step 5:
    If your store was in production mode before starting the installation, make sure to switch it back to production mode by running the following command in the root of your Magento installation: php bin/magento deploy:mode:set production.
  • Step 6:
    The extension is now installed on your Magento store! Congratulations!

POS Configuration

  • Web POS Logo: Upload a logo for web POS. Recommended size is 250X50px and the logo format should be jpeg or png.
  • Web POS Color: Select a color for POS from dropdown list. Available colors are Blue, Green, Orange, and Red.
  • Enable Delivery Date: Yes/No can enable/disable delivery date for POS.
  • Session Timeout: Input integer value as second.
  • Allow to sync Order from WebPOS if there are out-stock items in that order: Yes/No can enable/disable sync order from WebPOS.
  • Enable Pole Display: >Yes/No can enable/disable.
  • Enable All Products: Yes/No can enable/disable.

POS Payment & Shipping Configurations

  • Shipping Configurations
  • Applicable Shipping Method: You can allow all shipping methods for POS that are available in your Magento store. Otherwise you can allow specific shipping methods for POS.
  • Default Shipping Method: Select a shipping method for work as default shipping method for POS.
  • Payment Configurations
  • Applicable Payment Method: You can allow all payment method for POS those are available in your Magento store. Otherwise you can allow specific payment method for POS.
  • Default Payment Method: Select a shipping method for work as default shipping method for POS.

POS Barcode Configurations

  • Barcode Attribute: By default, SKU attribute is used for Product Barcode. If you have a separate barcode data, you can select its attribute name for Barcode Product Attribute.
  • Unique Value: To make an attribute visible in POS configuration, the attribute should be Unique.

Configurations for Synchronization

  • Product Synchronization Time: You can set a time interval how frequently the product data will be synced between the POS frontend and Magento backend. An interval time can be selected from the dropdown list in POS configuration.
  • Stock Item Synchronization Time: You can configure the time interval how frequently the inventory stock data will be synchronized automatically between POS and Magento store.
  • Customer Synchronization Time: You can select a duration from this dropdown list and set a time interval for syncing the customer data between POS and Magento store.
  • Limit Synchronization Orders: You can use this configuration to set a duration how old data can be synced with your POS frontend. It can be from the range of a week to a year.

POS Users

  • You can see a list of POS users that are added for POS as employees. For adding a new user, click on the “Add User” button top right corner.
  • User nameWrite a unique username. It will be needed for login to POS software.
  • Password: Password for POS user.
  • Display Name: The part of name will be displayed on POS frontend.
  • Email Address: User email address.
  • Customer group: You can add the staff for specific customer groups. Such as General, Wholesaler, Retailer.
  • Location: You can set a POS user for a specific location.
  • Role: Select the staff role as “admin” or “employees”. For creating a staff role, see the Employee Roles section.
  • Status: You can enable/disable staff.

Catalog Management in Backend

Enable On WebPOS: If you add a new product or edit an existing product make sure “Enable On WebPOS is YES” to display the product in WebPOS.

POS Roles: -> POS Settings -> Employee Role

  • General Tab:
  • Role Name: Write a unique role name.
  • Maximum Discount: Maximum discount percent cannot be higher than 100.
  • Description: Write a description to describe the role.
  • Staff List Tab:
  • Select the staff that you want to assign for this role.

Sales Reports: -> POS Reports-> Sales

You can see or download the POS sales reports based on different criteria. You can filter sales reports for specific dates and you can set Order Status any or specified.

POS Login

You can access this POS software by clicking on AGILECODEX -> POS Checkout -> Checkout from Magento backend or directly browsing /webpos URL.
After clicking on Checkout from Magento backend, you will see POS login screen
After login to POS, a splash screen will appear and the POS database will be synced automatically with your Magento store. When syncing is completed, you can see the list of product to checkout.

POS Checkout

Add to cart: By clicking on the Product image or name, you can add it to the POS cart.
Create/Change Customer: Click on the top right corner “customer icon” will display below screen. You can create a new customer by clicking on the “Create Customer” button. Or you can search existing customers by name/email/phone.
Custom Price/Discount: If you click on an item in shopping cart, a popup window will be appeared to change that item's quantity or to change custom price.
Discount/Promotion: “Add Discount” button is for applying Discount/Promotion for all cart products.
  • Approved By: Name of POS staff.
  • Note: Reason for the discount.
  • Amount: Discount can maximum 100%.

The POS module allows discounts based on customer groups. For example, if you offer a special price for your wholesale customers, selecting a wholesaler in the POS checkout will automatically apply the discounted price in the POS cart.

  • Checkout: Click on the “CHECKOUT” button to select payment or shipping methods according to the following screen.
  • Shipping: The Shipping Methods are what you allowed in Magento backend configuration. To proceed, please select a shipping method.
  • Payment: You can see available payment here. After choosing a payment method you will see the screen below.
  • Mark as shipped: If you want to deliver directly to your customer, mark this Order as shipped.
  • Invoice: If you make this toggle active, invoice will generate automatically in Magento backend for this order. Disabling this toggle will just create an order without invoice.
  • Place Order: “PLACE ORDER” button will create the order and sync with Magento backend according to the configuration policy.
  • Print Invoice: Click on the “PRINT” button to generate an invoice sleep like the above screenshot.
  • New Order: Click on the “NEW ORDER” button you will go to the homepage of the POS.

Order List

Sync Notification: After placing an order, it will be synced with Magento 2 backend database. Its notification will appear to the POS user when a synchronization event is successfully completed or even if failed.
Order list in Admin backend: If a new order has no validation error and if it is successfully synced with Magento 2 database, it will be appeared in backend sales order list.
Orders list on POS frontend: Click “Orders” in the sidebar menu to see a list of orders available.

On-hold Orders

Go to the “On-hold Orders” menu from the sidebar you will see on-hold orders available. You can delete on-hold order click on “Delete” button or you can continue checkout click on “Checkout” button.

Shifts

Go to the “Shifts” menu from the sidebar, click on the “+” icon to register a shift for the POS employee.

POS Inventory

Go to the “Inventory” menu from the sidebar to see all products inventory are available here. You can search the specific product by Name/SKU.

Synchronization

You can sync Category, Product, Stock item etc from here. Click on “Update All” for sync all and if you want sync Product only click on “Product”.

User Account

Go to the “Account” menu from the sidebar to change your POS account password.

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