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Magento 2 Point of Sale

Magento 2 Point of Sale system gives the liberty to store owner to have an online store along with multiple physical stores. The physical stores will have their own POS panels for customer and sales management. Multiple sales agent can be created by the admin for each physical store.

The system can work on both online and offline mode. In offline mode, all the orders, and transaction are saved locally. When the internet is available for use, then the agent can easily synchronise the offline data to the online data. The module is very useful for increasing the overall revenue by having online stores along with the physical stores.

Features of Magento 2 Point of Sale

  • The admin can create multiple physical stores for his/her online store.
  • Separate Panel for sales agent for sales management.
  • New customer can be added from the Sales agent POS panel.
  • Offline mode for physical store’s POS panel to work in no internet and poor internet connection.
  • Easy real-time synchronisation of sales and transactions.
  • Easy centralised inventory and sales management for the admin.
  • Barcode readers can be used for adding products to a cart.
  • Hassle-free payment and checkout process.
  • Sales agent can hold an order for later check-out processes.

Installation Of Magento 2 Point of Sale

Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento 2 root directory on the server as shown below.

Magento 2 Point of Sale Installation Of Magento2 Multi Vendor Marketplace

After the successful installation, you have to run the command on Magento2 root directory-“php bin/magento setup:upgrade”

Installation Of Magento2 Multi Vendor Marketplace
Now, run this command in the Magento 2 Root  -“php bin/magento setup:di:compile” as shown below in the snapshot.

Installation Of Magento2 Multi Vendor Marketplace

Also, run this command into the Magento2 Root- “php bin/magento setup:static-content:deploy” You can refer the below screenshot.

Installation Of Magento2 Multi Vendor Marketplace

After running the commands, you have to flush the cache from Magento admin panel by navigating through->System->Cache management as shown below.

Installation Of Magento2 Multi Vendor Marketplace

Back-end management

Add / Manage Outlets

The admin can add/manage outlets by navigating through POS -> Add/Manage Outlet

add/manage outlet

  • The admin can delete/enable/disable the selected outlets from “Actions” drop-down.
  • Mass selection checkbox for selecting all the outlets at once for deleting/enabling/disabling outlets.
  • Outlet check-box for deleting/enabling/disabling outlets.
  • Edit button for viewing/editing outlets.
  • Add New Outlet for adding new outlet of the store. The admin has to fill some fields of Outlet Information to add a new outlet.

Magento 2 Point of Sale add outlet

  1. Outlet Name for naming the outlet.
  2. Outlet Address for giving the address of the outlet. The address section has HTML edit option and tools.
  3. Status of the outlet can be enabled or disabled.
Add / Manage Cashier(Sales Agent)

The admin can add/manage cashiers by navigating through POS -> Add/Manage Cashier

Magento 2 Point of Sale add /manage cashier

  • The admin can delete/enable/disable the selected cashiers from “Actions” drop-down.
  • Mass selection checkbox for selecting all the cashiers at once for deleting/enabling/disabling cashiers.
  • Cashier check-box for deleting/enabling/disabling cashier.
  • Edit button for viewing/editing cashiers.
  • Add New Cashier for adding new cashier for an outlet. The admin has to fill some fields of Cashier Information to add a new cashier.

Magento 2 Point of Sale add cashier

  1. The admin can upload Image of the cashier.
  2. Full Name of the cashier.
  3. Last Name of the cashier.
  4. Email Address of the cashier.
  5. Contact No. of the cashier.
  6. Password for the cashier’s account.
  7. Confirm Password for confirming the cashier’s password.
  8. Sort Order for the cashier.
  9. The admin can choose outlet for which the cashier account is been added.
  10. The admin can enable or disable the cashier’s account by changing its status.

Front-End Point of Sales panel

The POS panel link can be obtained by adding “/pos” to the base URL of the website.

For eg. www.example.com/pos

In the given demo the base URL is http://mobikul.webkul.com/magento2mobikul. If we add “/pos” then we will get the POS link for the demo website which will be http://mobikul.webkul.com/magento2mobikul/pos

The user can easily Login the POS System (fronted) by using the Username (email address) and Password which is created by Admin.

POS Sign in

After the Sign-up the Sales Agent will be redirected to his/her POS panel. The image below shows the POS panel of a Sales Agent.

Magento 2 Point of Sale POS panel

  • The POS panel shows all the products in the default category. The agent can change the category to view the product category wise.
  • Sales Agent POS menus for sales management like Orders, Orders on hold, Offline Orders and Cash Drawer.
  • Product Search for searching the product by Name and SKU.
  • Offline/Online mode indicator. The POS panel can work on both online and offline mode. The green icon shows online mode and the grey icon shows offline mode.
  • Cart Hold icon can be used for holding a cart for later checkout or product addition. The held cart can be continued for processing by the sales agent.
  • Synchronise button icon to synchronise offline data to online data when the internet is available. The sales agent can view offline mode orders by navigating to Offline Orders in the POS menu.
  • The cart icon shows the count of the products in the cart.
  • Sales agent can add a product to the cart by clicking on it. The number of clicks on the product is the number of unit of the products added to the cart.
  • Cart area has all the product with quantity detail. The sales agent can directly delete products from the cart.
  • The Sales agent can use a barcode reader to add products to the cart by enabling Barcode Reader input via Barcode button.
  • The sales agent can add products to the cart by product’s SKU.

Add products to cart

The sales agent can add products via multiple methods. The products can be added by clicking on the products, by product SKU and by a barcode reader.

Add Products By Clicking on Products

The sales agent can add products by clicking on the products. The number of clicks on a product is the number of units of that product added to the cart.

Magento 2 Point of Sale add product to cart by click

  • The sales agent can view the products category wise by choosing a category from the category select drop down.
  • Product search is for searching a product by name or SKU.
  • The products of the cart can be deleted by Delete Product icon button present on each product is shown in the cart.
  • The Products are shown in the cart with details like name of the product, unit of product, price per unit and the total price of the product by adding all units price.
  • The agent can see the subtotal and grand total price of the cart.
  • The agent can change the quantity of a product by selecting the product and clicking on the “Quantity” button icon. The agent can give the required quantity and save it by clicking on “Done” button.
  • The agent can directly delete the whole cart by “Delete Cart” button.
Adding Products By Barcode Reader

The sales agent can add products to the cart by scanning barcodes of the products by a barcode reader.

Please Note: The barcode reader must be attached to the sale agent system for adding the products to the cart via barcode option.

add product to cart by barcode reader

  • Barcode icon button is for enabling the input from barcode reader to add a product to the cart.
  • After clicking on “Barcode” icon a pop-up window appears. Scan the product’s barcode from barcode reader to add the product to the cart. When all the required products are added then the agent can click on “Close” to disable input from the barcode reader.
  • Unit of product in cart increase with number scan of a product.
  • The agent can also enter the barcode number and press enter to add the product to the cart.

add product to cart by barcode reader pop up screen

Adding Product By Product’s SKU

The sales agent can add products to the cart by their SKU.

add product to cart by sku

  • On clicking the SKU button a popup screen appears, through which the agent can add products to the cart.
  • The agent will enter the product’s SKU and press enter to add the product to the cart.
  • Unit of product in cart increase with number times the SKU has been entered.

add product to cart by sku pop up

Customer Management by Sale Agent

After all the required products of a customer has been added to the cart then, the sales agent can choose/add customer for which the order has to be made. Click on Choose/Add customer icon.

  • The sales agent can choose a customer from the registered customer list. The agent can search registered customers by name.

choose customer

  • If a customer is not registered to the store then, the agent can add customer by clicking on “Add Customer” icon.

add customer

  1. First Name of the customer.
  2. Last Name of the customer.
  3. Email-Id of the customer.
  4. The telephone number of the customer.
  5. Street Address of the customer
  6. Street Address 2 is for a much detailed street address.
  7. City name of the customer.
  8. Zip/Postal Code of the customer’s location.
  9. Country name of the customer.
  10. State of the customer.
  11. Lastly, the agent will click “Continue” to register the customer and redirecting to Place Order page.

Completing Order

After the customer has been added to the cart for creating an order, the agent will complete the order by placing the order to generate the invoice.

  • If the customer is registered then select the customer from the registered customer list and click on “Pay” button. After clicking the button the Place Order page will appear on the screen.
  • If the customer is not registered then, the agent will add the customer and click on “Continue” to register the customer and redirecting to Place Order page.

place order

  • The place order page shows the name of the customer.
  • Amount to pay is the total amount of products in the cart, Amount paid is the amount paid against the total amount.
  • The Extra amount is the amount which needs to be returned by the salesperson as a change.
  • Address of the customer can be chosen and saved by “Done” button. The customer can change/add an address of the customer by clicking on Edit button. On clicking “Add New“, the customer add page will open. Change the address and continue to place the order with a new address.

place order cahnge address

  • Lastly, the agent will click on Place Order to place the order and generate the invoice. The agent can print the invoice and move to next order.

invoice

Order On Hold

The sales agent can put the cart on hold for the later processes and can continue to process on the held cart when required. The agent can put a cart on hold by clicking on “Put cart on hold” icon place at the right side of the synchronize button.

cart hold

  • The agent can navigate to the “Order on Hold” through POS menu icon -> Order on Hold.

order hold tab

After Clicking on the Order on Hold tab the agent will be redirected to the orders on hold.

  • List of orders on hold.
  • Order Details including the product information along with the price and grand total.
  • The agent can Re-cart the held order to continue the further processes.
  • The agent can Remove Cart from the held order list.

order hold page

Orders

The agent can check the orders by navigating through POS menu -> Orders.

order page

  • List of the orders including all the online and offline orders.
  • Order Detail of each order.
  • Customer Details like name and address.
  • Date, time and time zone of order.
  • Payment method detail.
  • Print Invoice button to print the invoice.

Offline Orders

The agent can check the offline orders by navigating through POS menu -> Offline Orders.Your Content goes here

offline order page

  • List of the offline orders including all the online and offline orders.
  • Offline Order Detail of each order.
  • Customer Details like name and address.
  • Date, time and time zone of order.
  • Payment method detail.
  • Print Invoice button to print the invoice.
  • Sync Order button to synchronise the order to online orders and data. The agent can also sync offline orders by Sync icon on the home page. The count on the icon shows the number of the offline orders to be synchronised.

offline sync

Cash Drawer

As the Sales Agent Sign in, he checks the cash amount in his Cash Drawer. After checking, the amount is submitted initially just after the Sign in.

  • The Credit amount is the amount taken by the agent from the customer against the payable amount of an order.
  • The Debit amount is the return of extra money as a change to the customer.
  • The Balance is the net amount added to the cash drawer after debit and credit.
  • Opening Balance is the starting balance amount in the cash drawer.
  • Closing Balance is the closing amount is the cash drawer after a set of work hour.

"cash

That is all for Magento 2 Point of Sale. For any query or suggestion please raise ticket at https://webkul.uvdesk.com/.

Current Product Version - 2.0.0

Supported Framework Version - 2.0.x, 2.1.x

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