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    Laravel eCommerce Multi-Tenant SaaS POS Module

    Updated 16 August 2021

    Laravel eCommerce Multi-Tenant SaaS POS Module provides a wide range of functionality to the tenant through which they can easily create the multi-outlets with keep tracking of their day to day sales along with the proper customer management.

    The physical stores will have a POS front-end for which the tenant can assign a POS agent who can easily manage the daily sales with their respective customers. The POS system can also work both online and offline mode in case of poor connectivity.

    Note:- This is add on for the module Laravel eCommerce Multitenant SaaS module.

    Requirements

    Bagisto: v0.1.7. , Bagisto SAAS: v0.1.7.

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    Bagisto POS: v0.1.x, v0.2.x.

    Features Of Laravel eCommerce Multi-Tenant SaaS POS Module

    • A tenant can also manage the online store along with physical stores.
    • The POS user can also apply discount offers as per fixed amount or percent (%) value on the cart.
    • A user of POS can also create an order for the registered and new customer.
    •  Hold the cart and proceed to the next transaction whenever required can also be done.
    • Generate a barcode for simple and configurable product.
    • Multiple stores can also be created.
    •  The tenant can also assign multiple users of POS in a single outlet.
    • A tenant can assign agents for the outlets to manage the day to day sales and customers at their POS front end.
    • The POS agent can also add or change the customer on the POS front end.
    •  An agent can also work offline in case of poor connectivity.
    • POS agents can automatically synchronize all the offline data whenever going online.
    • Barcode readers can be used to add products to the cart.
    • Hassle-free payment and checkout system.
    • The agent can also select the currency for the store.
    • A POS agent can select the locale for the store.
    • POS agents can also check the sales history, hold sales, and also offline sales.
    • POS agents can also sell a custom product that is not available on the POS front end.
    • An agent can also send the request for the low-stock product.
    • POS agents can also set the minimum unit of quantity for the low stock product to get notified when the product is low in quantity.
    • POS agents can also add or edit the discount on their front end.
    • The POS user can also create multiple carts from the front end.
    • A tenant can also manage the product inventory separately by assigning the inventory source to the outlet.
    • Cash and Card payment available at the front-end.
    • Barcode prefix option added into module configuration.
    • Pos Search Options added in the configuration, now you can add bulk products to the cart by scanning the barcode of the products from a single search bar.
    • Hide Barcode Icon Option added in the configuration.

    Installation of Laravel eCommerce Multi-Tenant SaaS POS Module

    The customer will get a zip folder after purchasing the Laravel eCommerce Point of Sale Extension. After that, “Unzip” the respective extension then merge the “packages” and “storage” folder into the project root directory.

    Laravel-eCommerce-multi-shipping-1

    Goto config/app.php file and add the following line under ‘providers’ after the PosServiceProvider

    Webkul\PosSaas\Providers\PosSaasServiceProvider::class

    Goto composer.json file and add the following line under ‘psr-4’ after the Pos path

    "Webkul\PosSaas\": "packages/Webkul/PosSaas"

    Also, run these commands below to complete the setup

    composer dump-autoload
    
    
    php artisan migrate
    
    
    php artisan route:cache
    
    
    php artisan vendor:publish

    Once all the commands have been executed successfully, then you will see the POS icon on the left-hand side in the menu bar.

    laravel-ecommerce-saas-POS

    Laravel eCommerce Multi-Tenant SaaS POS Module Configuration

    Once you are on the tenant dashboard, click the Configure option which is there on the left-hand side in the menu bar following which you will be redirected to the POS Configuration page.

    Laravel-eCommerce-SaaS-POS-1

    General Settings
    Above you will get settings to choose channel and locale. Based on that you can even change the configuration of the POS.

    Laravel-ecommerce-SaaS-pos-3

    The fields below depicting [default-en] refers to the setting of the default channel and English locale.
    Let’s go through with the Configuration Settings one by one

    Status 

    Here tenant can also active or inactive the POS status.

    laravel-ecommerce-saas-pos4-1

    Heading On Login 

    Enter the POS heading which will be visible on the POS login panel.

    Sub-Heading on Login

     Enter the Sub-Heading which will be visible on the POS login panel.

    laravel-ecommerce-pos-saas-5

    Footer Content

    Enter the footer content which will be displayed in the footer section of the POS login panel.

    Footer Note 

    Enter the footer note.

    Footer Link Text

    Enter the footer link text here.

    Footer Link 

    Enter the footer link here.

    POS Logo

    Upload the logo image which will be shown on the landing page of POS at the front end and will also be displayed over the bill receipt.\

    Barcode 

    laravel-pos-saas-5

    Barcode Size

    Here tenant can enter the size of the barcode.

    Print Product Name With Barcode 

    The tenant can select Yes in the option if they want to print the product name with product barcode.

    Barcode Image Type 

    The tenant can select the barcode image type from the drop-down. Barcode can be print horizontally or vertically.

    Generate Barcode With

    A tenant can generate the barcode with the Product ID or with Product SKU(Stock keeping unit) from the drop-down.

    Barcode Prefix [Left blank if don’t want to add prefix]

    The tenant can also add “Prefix”

    Pos Search Options [Search By]

    The POS agent can search the product by “Product Name & SKU” else can search the product at the front end by “Barcode” of the product.

    Hide Barcode Icon

    The tenant can also active or inactive the section as per their need.

    POS Product

    laravel-SaaS-pos

    Allow Sku For Custom Product

    Once the tenant active this section, at the front end the POS agent can add the Custom Product SKU while adding the product to customer cart.

    Bill Receipt

    laravel-saas-POS-6

    Show Logo On Bill Receipt

    If tenant set  the status as active then the POS logo will be displayed over the bill receipt.

    Use Custom Address On Bill Receipt

     If set inactive, then POS Outlet’s address will show on bill receipt otherwise Custom address will show.

    Store Name 

    The tenant can also enter the store name here.

    Module Configuration of Laravel eCommerce Multi-Tenant SaaS POS Module

    Store Address

    If tenant set inactive, then POS Outlet’s address will show on bill receipt otherwise Custom address will show.

    laravel-ecommerce-saas-POS-7

    Email Address

    Here tenant can also add the email address

    Website

    The tenant can also add the website of their store to show over the bill receipt

    Phone Number

    The tenant can add the phone number to show over the bill receipt

    Customer Care Number

    The tenant can also add the customer care number here that will be displayed over the bill receipt

    GSTIN Number

    the tenant can add the GSTIN number of their store to show over the bill receipt

    Show Order Barcode On Bill Receipt

    If the status is active, the Order’s Barcode will be showing on the bill receipt

    Provide Footer Custom Note On Bill Receipt

    Under this section, the tenant can add the Custom Footer Note which will be showing on the bill receipt 

    Laravel eCommerce Multi-Tenant SaaS POS Module – tenant View

    On the tenant dashboard, click the POS icon which is there on the left-hand side to check on for the features as available in the backend for the tenant.

    • Users: Here you will find the list of multiple users that have been created by the tenant.
    Laravel-POS-SaaS-7

    The tenant can add the users by clicking on the Add User button.

    Laravel-ecommerce-pos-SaasAdd-User

    Here, the tenant will enter –

    Username

    Enter the username.

    First Name 

    Enter the first name of the user.

    Lastname

    Enter the last name of the user.

    Email 

    Email id of a user.

    User Avatar 

    Here tenant can use any icon or figure to represent the user.

    Add Image

    Add an image to represent the user.

    Password

    Set the password for the user.

    Outlet

    Select the outlet from the drop-down.

    Status

    The tenant can also active or inactive the outlet status from the drop-down.

    Lastly hit the Save User button to save the user configuration successfully.

    Outlets

     Here you will also find the list of multiple POS outlets. A tenant can create outlets by clicking on the Add Outlet button.

    Laravel-POS-7-SaaS

    A tenant can add the Outlets by clicking on the Add Outlet button.

    Add-Outlet-laravel-SaaS-Pos-8

    Here, the tenant will enter –

    Outlet Name

    Provide the name of the outlet in the  field

    Status 

    A tenant can also active or inactive the outlet status from the drop-down.

    Outlet Address

    The address of the outlet will be provided in this section.

    Outlet Country

    Country of the outlet.

    Outlet State 

    State of the outlet.

    Outlet City

    The city of the outlet will be provided in

    Outlet PostCode

     Postcode of the outlet.

    Inventory Source

    A tenant has to choose the separate inventory for each outlet from the drop-down.

    Lastly hit the Save Outlet button to save the outlet configuration successfully.

    After creating the outlet, the tenant will Manage the Product to the outlet by hitting the below icon shows in the image.

    laravel-saas-POS-9

    Manage Products

    Now, under the Manage Products tab, the tenant will assign the products to the outlet by enabling the products for the outlet. Assigned products will be displayed on POS front-end.

    Laravel-eCommerce-POS-AssignProducttoOutlet

    **Note:

    However, In POS Inventory is Centralised.

    This centralized inventory will depict that any inventory changes done on the website will be reflected in the POS end or vice versa.

    Likewise, if the online stock of the product is 200, then all the POS outlet stock will be the same i.e 200. The stock will automatically decrease on each sale from the online store or the POS outlet accordingly.

    Products

    Here tenant can view all the products associated with his store accordingly they can generate barcodes for the products to be used by the POS agent to add a product to the cart during the check-out process.

    bagisto-laravel-eCommerce-Point-of-sale-barcode-product-list

    Generate Barcode

    Now, the tenant will select the products for which they want to generate the barcode then select the barcode option to Generate Barcode from the drop-down then click on the submit button to generate barcodes.

    Laravel-eCommerce-POS-Generate-Barcode-

    After that now tenant is allowing POS users to easily print a barcode for a product in a required quantity by clicking on the Print Barcode button available on the product.

    Here tenant will firstly select the products for which they want to set the barcode quantity then they will select the barcode option to Print Barcode from the drop-down then click on the submit button.

    Laravel-eCommerce-PrintBarcodes

    Now, the tenant will add the quantity of the barcode to print.

    Laravel-eCommerce-Printbarcode-1

    Orders

    Here tenant can also view all the POS orders in a given list or they can view any order details by simply clicking on order as shown in the image below.

    Laravel-eCommerce-POS-OrderList-1.png-1

    By clicking on the eye icon as shown in the above image, the tenant can easily check the order information.

    Laravel-eCommerce-POS-Order-Information

    Request Product

    Under the Request Product tab tenant will check the “Low stock product request” sent by the POS user.

    Laravel-eCommerce-SAAS-POS-RequestProduct

    A tenant can click on the action button shown in the above image the open tab will show all information like User, outlet details, the required number of quantity and inventory source.

    The tenant can select the request status from the drop-down then complete the product request by assigning the requested quantity to the respective outlet.

    laravel-eCommerce-SaaS-POS-requested-Product-Action

    Laravel eCommerce Multi-Tenant SaaS POS Module Front-end

    The user can easily Log in to the POS System by using the Username (email address) and Password.

    SaaS-POS-front

    After the Sign-in into the POS system, the POS Users will be redirected to the POS panel as shown in the below image.

    SaaS-POS-front-end-1

    POS Cash Drawer Amount

    After logging into the POS System, the user has to enter some cash drawer amount. A pop-up comes which will ask the user to enter the Drawer Opening Amount as shown below along with the Remark section. The POS user has to enter the drawer opening amount, for example, $200 as shown in the image, which is the required amount set for that particular day.

    SaaS-Pos-cash-drawr-amount

    After login, the POS user will see the panel, where all the products are displayed that are assigned by the tenant to the particular outlet. User will also see the Cart section where the POS user will manage the customer orders.

    Laravel-SaaS-POS-image-3

    The POS user can easily search for any products from the search bar.

    Moreover, the POS agent can add the bulk product(s) to the cart by scanning the barcode of the products from a single search bar.

    Laravel-eCommerce-POS-image-4

    POS users can also look out for the products available in their respective categories as shown in the below image.

    Laravel-eCommerce-POS-Saas-image-4

    By clicking on the small arrow icon under the small box specified in the below image, the POS user will view the category lists through which POS user can also select a category to choose the product from a specific category.

    laravel-POS-SaaS-Icon-to-view-category-list

    The below image shows all categories listing to the POS.

    laravel-SaaS-point-of-sale

    POS – Custom Product

    The POS user can also add a product in the cart which is not available in their POS but the product is available in the physical store. POS user will have to click on the button as shown in below image.

    POS-SaaS-Laravel

    Here, the POS user will have to enter the product details then add the product into the cart by clicking on the Add to cart button.

    laravel-saas-pos-add-product

    After that, the POS user can proceed the order as normal.

    POS – Cashier Management

    Under the Cashier, The POS user manages the functionalities given below –

    • Close Counter
    • Today Cash
    • Sale History

    After clicking the Close Counter tab, User will find Drawer Amount DetailsCounted Drawer AmountClosing Drawer Detail options.

    POS-SaaS-Final

    “Before closing the drawer opening amount was $10 and whenever in a day the POS agent closes the drawer all today’s total cash amount will be added to the opening amount and again current drawer sale will be zero. “

    • The Drawer Amount Details displays the opening amount which is $90.00 here, today total cash sales is $80.00 and the expected amount in the drawer is $90.00
    • Under the Counted Drawer Amount displays the counted drawer amount which is $90. The POS agent may add the remarks as well.
    • Closing Drawer Details displays the difference between the opening and the closing amount(current drawer sale) which is $90.00.

    Today Cash

    Under Cashier, there is another option Today Cash is available which displays the  Today Cash Sale and the Today Card Sale.

    POS-SaaS-Today-Cash-SALE

    The order id, time, order total and the order payment mode details are also visible to the POS agent under the Today Cash option.

    Sale History

    The POS user can view the sale history under the Sale History option. For a particular date, the cash sale and the card sale is listed under Sale History.

    POS-laravel-SaaS-sales-history

    POS – Order Management

    The POS user can also manage the sales activity like adding products to the cart, adding customer details, put the cart on hold to process it later, pay for the order from his panel as shown below.

    POS-SaaS-Order-management

    After adding the products to the cart the POS user will now add customer details by clicking on the default customer option and then follow the steps as shown in the below image.

    Laravel-POS-SaaS-Customer-management

    Note: The Pos user can search customers by their name or email as well.

    After clicking on the add customer button the below pop-up will display.

    POS-laravel-add-new-customer
    laravel-saas-pos-save-new-customer

    The POS user can add a new customer step by step filling the above fields as shown in the image and then click on the save button to proceed with the payment.

    Once the customer is selected then after POS user can complete the order after a click on the pay button.

    If the customer has chosen the cash method then the customer will provide some amount to pay for the order and the POS user will refund him the remaining money as shown in the screenshot below.

    laravel-Saas-POS-customer-payment

    As shown in the above image Payment Method is CashTotal Order Amount is $60.00, the amount paid by the customer is $60.00 and the balance amount to be paid back to the customer is $0.00.

    Finally, click on the Confirm Payment button, After clicking on confirm payment below pop will be displayed to complete the payment successfully click on the confirm button now.

    laravel-saas-POS-confirm-payment

    Under the Sale History Section, POS user can print the invoice for the order and can continue further with other orders.

    laravel-SaaS-POS-print-invoive-.

    Customer can even pay via card, it depends on customer wish. In Card Payment method, the total amount of the order will be deducted from the customer’s card.

    POS Panel- Apply Discount

    The POS user can apply the discount to the cart.

    To apply the discount, the POS user will click the Cash Discount option available in the cart as shown below.

    POS-laravelsaas-discount

    After click on the Cash Discount, the below pop-up will display. The POS can easily choose the discount from the drop-down and then click on the apply discount button.

    Laravel-SaaS-apply-discount

    Once the POS user applies the discount, the chosen discount will be added to the cart as shown in the below image.

    laravel-saas-pos-discount-applied

    POS Panel- Cart on hold

    The POS user can put a cart On Hold to process it later by simply clicking on the Hold Cart option as shown below.

    POS-user-cart-on-hold-laravel-ecommerce-POS

    When clicking on the Hold option will display a below pop-up where the POS user will specify the reason for putting the cart-on hold by adding a note.

    After adding the note, hit the Hold Order button as shown below.

    SaaS-laravel-POS-cart-on-hold-pop-up

    After successfully holds the cart, the POS user can check the Hold Sale by navigating to POS > Sales > Hold Sale.

    laravel-SaaS-POS-Hold-sales

    The above image displays the cart details of the product which has been put on Hold. The Note entered by the POS user is also displayed under Note section.

    Here POS user can:-

    • Click Add To Cart button to add the order back to the cart to process it further.
    • Click Remove button to remove the hold cart.

     

    POS Panel – Offline Sale

    The sales orders which got processed in the offline mode will be seen under POS > Sales > Offline Sales.

    laravel-saas-pos-offline-sales

    Once the POS System get connected to the internet, the POS user can synchronize offline sales with the online store.

    After syncing, the offline sale the POS user can see offline orders in Sale History section after that.

    laravel-Saas-POS_sales-history

    Under Sale History, the POS User can –

    • View the complete list of the orders placed.
    • View the details of any order from the sales order list.
    • Search the order from the Search Order By Id panel at the top.
    • Print the invoice of the order by clicking the Print Invoice button.

    POS Panel-Product Management

    The POS user can manage their Store Product under the Product Section.

    Here POS user can –

    • Set the minimum unit of quantity for the low stock product by navigating to POS>Products>Setting as shown in the below image.
    low-stock-laravel-saas-POS

    The POS user can check the low stock product under the Low Stock Product section as shown in the below image.

    low-stock-product-laravel-SaaS-POS
    • The POS user can send the request for Low Stock Product by clicking on the Send Request button as shown in the above image.

    After clicking on the Send Request button below pop-up will be displayed. The POS user can mention the required quantity for the particular product along with the comment then hit the done button.

    Product-request-laravel-SaaS-POS

    Once the request is done, the POS user can manage the Product Request by Clicking on Pencil or Cross icon as shown in the below image.

    Manage-Product-request-laravel-saas-pos

    The POS user can check the sent requests of the low stock product under the Requested Product section along with the request status by navigating toPOS>Products>Requested Product as shown in below image.

    requested-product-laravel-ecommerce-SaaS-POS

    POS Panel- Setting

    The POS user can navigate to POS > Settings to edit settings for the account and POS settings as shown below.

    POS-Setting-laravel-SaaS-POs

    Under the profile setting POS user can update the Profile.

    user-profile-setting-laravel-SaaS-POS

    Here, the POS user will –

    • First Name – enter the first name of the POS user.
    • Last Name – enter the second name of the POS user.
    • Account Email – enter the email address.
    • Previous Password – enter the previously saved password of the POS account.
    • New Password – enter the new password for the POS account.
    • Confirm Password – reenter the new password of the POS account to confirm it.

    And, lastly hit the Done button to save the configuration successfully.

    • Under the Basic Settings tab, the POS user can configure the basic settings as shown below.
    Basic-Settings-laravel-ecommerce-SaaS-POS

    Here, the POS user will –

    • Select the locale for the store from the drop-down.
    • Select the currency for the store from the drop-down.
    • And lastly, under the Loyalty Discount tab, the POS user can add the discount by clicking on the Plus icon.
    Add-discount-laravel-ecommerce-SaaS-POS

    After click on the Plus icon, the below pop-up will display to the POS user.

    pos-discount-add-laravel-ecommerce-SaaS-Pos

    Here POS user can:-

    • Enter the Offer Name.
    • Enter From Price – To Price.
    • Discount Type- Percentage
      • There are two types of discount i.e percent or fixed.
    • Enter the Value.

    After hitting the done button the Percentage Discount will be apply, as shown in the below image.

    percentage-discount-laravel-SaaS-POS

     

    With the same process, the POS user can add the Fixed Discount.

    fixed-discount-laravel-SaaS-POS

    Here POS user can:-

    • Enter the Offer Name.
    • Enter From Price – To Price.
    • Discount Type- Fixed
    • Enter the Value.

    After hitting the done button Fixed Discount will add.

    Support

    So, that was much about the User Guide of Laravel eCommerce Multi-Tenant SaaS POS Module for any queries or doubts reach out to us at [email protected]. You can also raise a ticket at our HelpDesk System.

    Please explore our Laravel Development Services and Quality Bagisto Extensions.

    Current Product Version - 1.2.0

    Supported Framework Version - Bagisto v1.2.0

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