point of sales magento2 - Boost My · PDF file 2020-02-14 · Point Of Sales for Magento2 Warning At the moment, POS for Magento 2 only manage Simple, Virtual and Configurable...

point_of_sales_magento2

version

BoostMyShop

juin 03, 2020

Contents Point Of Sales for Magento2 1

1. Overview 1

2. Installation 2

First Installation 2

Upgrade 2

Disable extension 2

3. Configuration 2

POS configuration 2

General 2

Cash drawer 2

Checkout 3

Guest customer 3

Receipt configuration 3

Debug 3

Multiple Payment configuration 4

4. Checkout 4

User and store switcher 4

Select customer mode 4

Add and edit products 5

Add product to the Checkout screen 5

Using the search function 5

Using the shortcuts pop-up 5

Using a barcode scanner 5

Edit product details 5

Chose shipping method 5

Set payment details and create order 6

5. Other features 6

Available screens 6

Checkout 6

Sales 6

Customers 6

Reports 6

List 6

Z-Report 7

Settings 7

Cash drawer opening value 7

6. FAQ 9

What product types are supported ? 9

What payment methods are supported ? 9

Point Of Sales for Magento2

Warning

At the moment, POS for Magento 2 only manage Simple, Virtual and Configurable products.

Note

Catalog and Cart price rules are managed by POS

1. Overview Point of Sales extension for Magento 2 integrates a complete Point Of Sales system in your Magento admin panel.

Main features

• Barcode scanner and receipt printer support

• User interface optimized for touch screens

• Support Multiple payments, coupon code and custom pricing

• Support guest, existing and new customers

• Z-report generation

• Create shortcuts to quickly add best sellers to cart

• Multiple users, multiple websites

• Integrated Store pickup shipping method

Point Of Sales for Magento2

1

2. Installation

First Installation To install a boostmyshop magento2 extension on your platform, process the following steps:

• Download zip archive from your boostmyshop customer account

• Upload files on your server : once uploaded, module must be in directory app/code/BoostMyShop/PointOfSales

• Connect on your server via SSH, and run the following commands:

php bin/magento module:enable BoostMyShop_PointOfSales php bin/magento setup:upgrade php bin/magento setup:di:compile php bin/magento setup:static-content:deploy

Once everything is done, go back in Magento, select menu system > web setup wizard, then click on the component manager button : you should see the new extension here.

Upgrade The upgrade process is exactly the same as the installation process

Disable extension To disable an extension, select menu system > web setup wizard, then click on the component manager button.

Find the extension you want to disable and select “disable” in the “Actions” column.

3. Configuration

POS configuration

General

These settings will define the global rules of POS.

Option Description

Barcode attribute Products barcode attribute

Disable sounds Disable sound when a product is added to POS checkout screen

Authorize the sale of out of stock products

Allow to add out of stock products to POS checkout screen

Filter sales In POS Sales tab, display only sales of the store currently used in POS

Search mode Defines the way search from products search pop-up will be triggered

Cash drawer

These settings are related to the cash drawer opening pop-up that will help you to define which amount is in the cash drawer of your shop at the beginning of each working day.

Option Description

Enable opening Display a pop-up to setup cash drawer opening value at the first time POS is opened every day

2. Installation

2

Method Payment method used for cash drawer openeing value

Checkout

These settings will defined the global workflow of POS checkout screen.

Option Description

Default Shipping Method Default shipping method selected in POS. We recommand to select Store Pickup

Default Payment Method Default payment method selected in POS. We recommand to select Multiple Payment

Automatically download receipt

Download order receipt automatically once an order has been completed through POS

Enable customer notification Send an email to customer once an order has been completed through POS. This option requires Magento running in production mode

Email identity Email identity used for customer notification emails

Email Template Email template used for customer notification emails

Guest customer

There you can define guest customer data, that will default customer data used when orders are created without customer selection.

Option Description

Group Guest customer group

First name Guest customer first name

Last name Guest customer last name

Email Guest customer email address

Street Guest customer street adress

City Guest customer city

Country Guest customer country

Region/State Guest customer region/sate

Postcode Guest customer postcode

Telephone Guest customer phone number

Receipt configuration

There you can setup basic information about receipts generated by POS once orders are created.

Option Description

Width Receipt width (in cm)

Header text Text displayed in receipt header

Footer text Text displayed in receipt footer

Logo Logo displayed on receipt

Debug

This option should only be used if BoostMyShop support requests it through support tickets.

Option Description

2. Installation

3

Flush current user settings Flush all POS settings from Magento registry

Multiple Payment configuration Multiple payment is a payment method part of POS extension, that will allow you to affect different payment methods to a single order, created through POS.

Multiple Payment settings are available from menu Stores > Configuration > Sales > Payment methods > POS Multiple Payment :

Option Description

Enabled Defines if Multiple Payment method is enabled

Title Multiple Payment method title, displayed through Magento backend

New Order Status New order status affected to order created with this payment method

Sort order Payment method sort order

Methods Payment methods available when Multiple Payment is affected to an order

Method to use for change given Payment method used for the change when payment amount exceed order total

Note

Method used for cash : Before being able to configure this, save previous changes clicking on Save.

Use example : When you create an order using Multiple Payment method, payment records total exceed order total : order total is 78$, customer gives you a 100$ bill. In this case, POS will create an additionnal record of -22$ to handle the changeusing the Method to use for change given payment method.

Methods : In this field, you have to separate all payment methods by a coma.

For example : cash,check,credit card,bank transfer

4. Checkout The POS interface is available via menu sales > Point Of Sales > Checkout.

You are directly redirected to the screen to place a new order

User and store switcher POS supports Magento multiple store and users : when you create a new order, it will use the current store and user.

To switch to a different store or user, use the button at the top of the screen (click on the user name / store name).

When the order is created, the selected user is stored in the order. You can retrieve the user that created an order from the “Sales menu” on the left.

Select customer mode POS orders support 3 different modes :

• Guest: you don’t need to enter any customer details to create the order. In this case, the system will use the settings configured in sales > point of sales > configuration > Guest customer to create the new order and fill customer details.

• Existing customer : choose an existing customer from Magento database.

• New customer : create a new customer entering customer name, email address and group.

4. Checkout

4

To select a mode, click on the customer button a the bottom : a popup opens where you can select the customer mode.

Whatever method you use, you can enter or edit the customer address and details in the first tab of the popup “Customer details”.

Once you have configured the customer settings, click on the “Done” button to apply.

Add and edit products

Add product to the Checkout screen

You have 3 different possibilities to add products to POS checkout screen :

Using the search function

Click on the magnifier logo in the top right corner, to open the “Search products” pop-up.

It will allow you to search products by Name, SKU or by barcode (depending the barcode attribute configured in the module configuration).

Once results are displayed, click on any product to add it to the current quote.

Using the shortcuts pop-up

Click on the “Shortcuts” button at the bottom of the Checkout screen to open the “Shortcuts” pop-up.

To add a product to the Shortcuts list take a look at your products attributes, you should find a “POS