CS-Cart Point Of Sale (POS)

After the add-on installation, we need to configure the settings. For that admin needs to click on the POS and then a new tab will open for configuration.

In the add-on configuration, There are some general configurable settings along with the settings for the barcode creation.

These setting fields include three separate tabs as explained below:

1. Configuration
2. Barcode Configuration
3. PWA Configuration

Configuration settings provide

• An option to set the default category for the newly added product via the POS panel. A service or a product if not available in the current inventory can be added instantly to the system for selling under this selected category here.
• An option to set the Payment Method to get a proper mapping of the POS payments for the store invoice. This payment method selected here will be available for the POS orders in the invoices and order details at the backend and frontend.
• Load product per page means how many products will load on a single page on POS.
• Load customer on page load means how many customers will load on a single page on POS.
• Admin can set the default password for the new customers.

Furthermore, the admin can add colors for different buttons and POS panels.

POS bottom Active Button Color – here, the admin can choose the active button colors in the POS.

POS Bottom Disabled Button Color – here, the admin can choose the disabled button colors in the POS.

The POS Background Color– The admin can also change the background color of the POS panel.

POS Text color-  The admin can also choose the text color of the POS panel.

Barcode Configuration provides various configurable options to generate the product barcodes which includes

• Barcode Source
• Type
• Output
• Text
• Height & Width (in Pixels)
• Barcode Prefix

Also, check the specifications for the POS panel.

Save the settings!

PWA Configuration

At the admin panel, go to Customers -> Vendor’s Administrators (Or Vendor’s Admin in case of CS-Cart Multi-Vendor)

Open the profile of desired Admin/vendor and go to the Add-ons tab as shown below.

Simply check the box to Allow admin/vendor to use POS, select the outlet & Save changes.

Furthermore, the admin can assign the outlet to the POS user and upload an image for the profile. This image will display on the POS user profile panel.

This is how you can assign the POS agent. You can assign multiple agents to use POS. There is an option to filter out the POS agents only in the search field as shown below.

Let’s See How to Generate a Product Barcode?

CS-Cart Point Of Sale (POS) also provides a feature to generate the product barcode. For that,

• Go to the Products list page.
• Select the product(s).
• Click the gear drop-down button on the top right side.
• Click on the Print Barcode option as shown below.

To print the barcode of the product individually, Go to the Product detail page at the backend. Click the gear drop-down and print the barcode as shown below.

There is an option to list either only POS products or store products or both on POS devices on the add-ons section on the product detail page at the backend.

To get the POS frontend panel URL, just add a new SEO rule with the desired name and “wk_pos.manage” as the dispatch value as shown below.

The Login Panel of the POS system allows authorized users to log in. Vendors can select their assigned outlet from a list of available outlets during login.

A progress bar appears which works on product loading. Please check the screenshot below.

Once it’s completed customer needs to enter the opening balance amount for the POS store cash drawer.

All the CS-Cart POS products (as per the product’s settings at the admin end) will be loaded at frontend. It will ask to resume the previous session or start with the new session as shown below.

There is the product search option where you can enter the search keywords and search results will be displayed instantly.

Then you can just click on the product to add it to the cart or you can use a barcode scanner to add the product to the cart.

This view is having various buttons and options for various functions. Let’s check the functionality of each button one by one.

Top Bar

The top bar of the page contains the

• POS Menu Bar

Here, the POS user can do multiple actions. with an option to edit profile details, cash drawer, refresh product list, returned order list, settings, and Logout.

Order History:

To view all the orders list (Online and Offline Separately). There is a view button against each order to view the individual order details as shown below.

Online Order

Offline Orders:

All the orders placed in offline mode will be listed here if they are not yet synchronized. Once you are online, all these will be synced automatically & the list here will be empty.

The printed invoice will be as shown below.

Returned Orders:

The customer can check the return order history in this tab and also can view the invoice for the return.

Cash Drawer:

The user can check the cash drawer status.

Refresh Product list:

The user can refresh the product list from here.

Returned Order:

Users can check the returned order separately.

Settings:

The POS user can edit their details from the settings like name, email, currency, and language.

At last, the user can log out from the POS panel.

Search Bar:

Users can search for the product from the search bar.

View Hold Cart List:

To view all the carts on hold and resume. Simply press the checkout button to resume the cart. You can also delete the held cart.

Add Product

To add the new products via POS. A service or a product if not available in the current inventory at CS-Cart Backend but is present physically can be added instantly to the system.

This will be added to the category selected in the add-on settings.

Return Order option

Here, the user can apply for the order return they just need to enter the order id and submit it.

When the user clicks on the return button a new page will open to choose the return reason, product details, and return type.

Furthermore, the user clicks on the return button, and their request is placed for the order return and they can check the details in the order tab.

• Offline order count: If there is any offline order which is not yet synchronized.
• Network Mode Status:  Offline or Online
• Full-Screen Mode Button: To increase the POS panel size.

In the second top bar, there is an option to put the cart on hold and delete the cart. Also, the user can check the number of products added to the cart.

Let’s move to the lower button and understand the working of each one of them.

Button 1 – Add Customer

Select or add the customer.  A list of all the CS-Cart customers is available here.

You can search for the customer from the available list either by contact number or email id and press the fwd button provided against the customer to add.

Note: To add a customer you need to add at least one product to the cart.

If the customer is available in the list, then you may add the one at runtime by clicking the “Add Customer” button.

There will be a pop-up after you click on the button as shown below. Just enter the name, contact number, and email id to add a guest customer.

Button 2 – Barcode Reader

Scan the products to add them to the cart. Just scan the barcode and the product will be added to the cart.

This POS System works well with product options too. So, while adding products to the cart, there’s an option to select the desired product option as shown below.

Button 3 – Discount

To apply a manual discount (Either percentage or absolute discount).

Button 4 – Apply Coupon

Just enter the valid coupon code and apply. You can also apply for a gift certificate. Please note that

• It supports only three catalog promotions. (Product price, categories, and products)
• In-cart promotion, only coupon code supports order discount.

Button 5 – Quantity changer.

Just select the cart product to change the quantity. Enter the desired product quantity to change.

Button 6 – Order

The users can check the orders from here similar to the side menu tab.

Button 7 – Checkout

To proceed toward the checkout. If you have not selected the customer, it will redirect you to add customer popup otherwise it will take you to the payment page.

After proceeding with checkout, you will get 2 options for payment. Either cash or Card.

In cash payment, you can enter the collected amount and the system will display the change amount as shown below.

Just receive the amount, enter the customer note if any and confirm the order.

In the card payment option, just enter the payment comment, and customer note and confirm the order.

Orders details page at the backend-

It will display all the details including taxes and discounts as shown below.

The admin can add the POS outlets and these outlets will be visible to the Marketplace vendors as well.

The vendors can easily assign their products to the admin created POS outlets for selling their products within the same.

The vendor to assign products will tap the cog icon for the POS outlet and then click the Manage Products button.

Here, the vendor can assign all of the products, select products to assign, and unassign selected products from the outlet.