OpenCart Point of Sale (POS): It refers to a system where the merchant can create the order from his physical store using the POS and the order will be generated in the Opencart. The Basic feature of the POS system for Opencart is to create the order in front of the customer so that customer can purchase the goods from his/her physical store as well as from his/her online eCommerce store. With the help of this module, merchants can manage their inventory and customers.
And the most important thing is that they can easily manage their day-to-day transactions without any hassle. This module is a powerful tool to manage the sales and revenue. Admin can also set up the physical store along with the online Opencart store.
Features of Point of Sale (POS) System
- Admin can easily manage the inventory and sales.
- Admin can create more users to operate the POS system.
- It also works in offline mode or in poor internet connection.
- The agent can add the custom product which is not in the inventory into cart directly(A service or a product not available in the current inventory, etc.).
- Custom price update for any product which is already added to cart.
- Supports two type of payment method cash payment and custom payment method.
- The agent can request for the update of the low stocks.
- Admin can manage both the store inventory (offline & online) with this single module.
- Generate Barcodes for the products automatically via the admin panel.
- Print the barcodes and add the barcodes to your products.
- Set the barcode size from the backend.
- Can even regenerate the barcode.
- Admin can manage the customers’ data.
- Real-time synchronization.
- Separate POS ORDER management.
- Employee management.
- Easy transaction process.
- The Opencart POS connects only to the Printer, and barcode reader, whereas it doesn’t connect directly with the cash drawer and card swapping machine.
- POS requires a browser to work on it.
- You cannot add the new customer in Offline mode.
Installation of the Opencart POS System module is very simple. You just need to move or upload the admin, catalog and wkpos folders into the OpenCart root folder.
After transferring the folders, use extension installer for uploading the XML file- wkpos.ocmod.xml which you will find in ocmod folder.
After uploading the file go to the Extensions > Modification and click on refresh field.
After that in Admin panel go to System -> Users -> Usergroup and edit ‘Administrator’ and choose to select all for both Access and Modify Permission and save it.
After that under Extension > Module, you can install or uninstall the module and can edit the module.
Module Setting (Admin Management)
After the successful installation of the POS system module admin will be able to view the POS system tab where he/she can manage the POS system under Home > Modules > Point of Sale (POS) System.
Admin can easily change the status of POS System. In General Setting, the admin can select the Store Country and Store region/State for the POS System. The admin can allow or disallow the zero quantity products to be displayed in POS panel from the “Show products with zero quantity in POS panel” option.
The admin can also allow the sales agent to receive the order emails generated from the POS end from “Send order e-mail to sales agent” option.
In Customer Setting, the admin can add a guest customer to the POS System so that if someone wants to check out as a guest then admin can use this information under the guest checkout transaction by default.
In Payment Setting, the admin can set the cash status, cash complete order status and cash title name for the POS System. Also, the admin can enable or disable the Discount Status and the Coupon Status.
In Customise Receipt, the admin can customize the receipt as per the requirements.
You can check the receipt format in the below image.
In Barcode Setting, the admin can set barcode size and can even set whether to print the barcode with or without the product name. Also, can select barcode image type as either horizontal or vertical.
How to Add/Manage Users & User Groups (Admin Management)
When Admin will click on the POS > Users then he/she will be able to view the two tabs for Users and User Outlets.
First, Admin (you) need to create a User Outlet for the User. When you will click on the User Outlet tab then you will be redirected to the User Outlet page where you can see the existing users outlets and can edit the existing user outlets. Also, you can add new user outlet for the users (sales agent).
Suppose you are running more than one physical store and you want to assign the sales agent according to the different stores then you can create an outlet for the particular physical store.
So that you can assign the sales agent according to the outlets and you can manage your inventory for different outlets.
When you will click on the Add New then you will be redirected to the Add Outlet page where you can add the user outlet for the users.
After this, to Add Products to the Created Outlet, just Edit the Outlet and you will find the Manage Products tab next to the General tab as shown below in the snapshot. Here, the admin can see all of the products listed and can assign the products to this outlet by enabling the products and setting the outlet product quantity for the products enabled.
How To Manage/Add Users
Under the Point of Sale (POS), when you will click on the Users >POS Users tab then you will be redirected to the Users page where you can see the existing users’ list and can edit the existing users. Also, you can add the new user to the POS System.
When you will click on the Add New then you will be redirected to the Add User (Sales Agent) page where you can add the user for the POS System.
Inventory/Product Management for POS (Admin Management)
The Admin can easily manage the inventory for the POS system. The admin can view all the products of POS system under the POS > POS Products. He/she can filter the POS products by using the various filter options. As you can see in the below image.
Admin can view the POS product details like –
In Product Image: Admin can view the product image for POS system.
In Product Name: Product name for POS system.
In Model: Admin can view the unique product ID for POS system.
In Barcode: Admin can see the barcode of the product and can print with the Action tab.
In Price: The price for the POS system which the admin has set at the time of the product upload.
In Total Quantity: The total product quantity of the product.
In Status: The status for your Opencart online store.
In Assigned POS Quantity: Admin can see the assigned product quantity for POS system.
In Action: The admin can print the barcode of a particular product. Once the admin has generated the barcode, he can regenerate the barcode as per the below image.
POS Order Management (Admin)
The Admin can easily manage the Orders of the POS system. The admin can view or edit all the orders details of POS system under the Point of Sale (POS) System > POS Orders. He/she can filter the POS products by using the various filter options. As you can see in the below image.
The Admin can view all the order details and can edit the order.
The POS Orders Page will have information like –
Order ID – A unique order ID for each order.
Transaction ID – The transaction ID will have two type of status either Online Order or a unique number.
- Transaction ID with Online Order status – The order is generated when the POS system is connected to the internet (Online Mode)
- Transaction ID with a unique number – The order is generated when the POS system was not connected to the internet (Offline Mode). When the POS user will sync all the offline orders then the transaction ID status will be changed into Online Order.
Status – It will show the order status. For example – Complete.
Total – It will display the total transaction amount.
Date Added – The date when the product was added to the cart.
Date Modified – The date when the order was completed.
Action – There is two option in which the admin can view the order details and can edit the order details.
Supply Management (Admin Management)
In Supply Management section, the Admin can set the details of the suppliers and manage the supplier’s products. This section will have the separate supplier’s details and separate supplier’s product details so that admin can know about the product during the low stock situation. Also, admin can know what are the products that are fulfilling from particular suppliers in the store.
The Admin can also Add New Supplier by clicking on the add new button. When admin will click on the add new button then he will be redirected to the Add Supplier page.
In POS Supply Requests, the admin can view all the supply requests that he/she has generated against the particular supplier.
POS System (Frontend) POS User Management
The user can easily Login the POS System (fronted) by using the Username and Password which is created by Admin.
After the successfully Login, the POS user (sales agent) will be redirected to the POS System (fronted) where he/she can view the all the categories, products, and checkout panel. Also, the POS user can manage his account information and can view the orders list (a list of orders which is generated by the sales agents).
The Popular Category will have all products that have high selling rate or most purchased items/products.
The 4 symbols (Warning, Question mark, Information, and Star) have the details about the particular products.
- Warning – The product is out of stock and you can’t add that product to the cart.
- Question Mark – The product with custom options.
- Star – The product has the offers/discounts.
- Information – It shows the product information like name, price, and quantity left of the product.
Easy Product Search
Checkout Panel (Shopping Cart)
The user can add to cart the product and can select the customer for the particular order.
Adding custom products to the cart is as easy as adding a normal product to the POS cart. A custom product can be something like a warranty for a product, a service, or a product that is not in the physical store but that’s launched. Now, after you have added products to the POS cart if you want to add custom product just tap on the “Add” button as shown below in the snapshot.
After clicking the “Add” button above, you will see a pop-up wherein you have to set the –
- Product Name
- Product Cost
- Product Quantity
After entering the info. for the custom product, just click the “Add” button on the pop-up to add the product to cart. After the custom product gets added to the POS cart you can see the product, remove the product, increase or decrease the product quantity in the POS cart.
After that, when POS user needs to click on Select Customer tab. Here he/she can select the customer. If the customer is already registered then the POS user can search the customer through the customer’s name or mobile or telephone number.
If the customer is not registered yet then the POS user can add/register the new customer and can proceed to Checkout. After clicking on the Add Customer, a pop-up will be opened for Customer Details. The POS user needs to fill the all the required details to save/register the customer.
After selecting the customer, the sales agent can give the discount on the Total Amount of the Cart by using the discount tab. The sales agent can give the discount offers as Fixed Amount or Percent (%) Value of the Total or can apply both the discount methods together on the Total.
Also, If the customers have any coupon code provided by you. In this case, the sales agent also can apply the coupon code and can offer the discount as per coupon value.
When the POS user (Sales Agent) will click on the Proceed to Checkout tab then a checkout panel will be opened where the POS user can select the payment method and can accept the payment for the particular order or the user can also hold the order and can complete later.
The POS user can add a note about the transaction. After accepting the payment, a pop-up screen will appear on the Invoice. The sales agent can Print Invoice or can Skip this step to complete the checkout process.
Now, the cart will be empty for the other orders.
Apart from the Cash Payment, you can also make use of the Card Payment by making use of an external card swiping machine. Clicking the Proceed to Checkout tab brings a checkout panel where the POS user can select the payment method as card payment and can accept the payment for the particular order.
If the agent selects Card Payment then, he has to enter the name of the card being swiped(as a record) for the payment and tap the “Accept Payment“. After this, the agent will have to confirm a pop-up on the window as shown below.
After this, the agent can take out the printout or skip this step to proceed further.
Now, you can check the order by going to the “Orders” section of the POS system and here you can check the mode of payment with the selected card for making the payment.
Now, the cart will be empty for the other orders.
The POS System for Opencart provides the most valuable and unique feature so that your sales agent, cashier etc. can work on POS system in offline mode also. They can use all the functions and features of the POS in the offline mode. They can complete all the transactions without the use of the internet. This feature will also benefit you when you are having your store in poor internet connectivity area or no internet area.
They can view all the transactions or orders that they have made in offline mode in the Orders > Offline. As you can see in the below image.
When you or cashier or sales agents have the internet connection or in online mode then you or they can sync all the offline orders to the online Opencart Store.
Order on Hold/ Multiple Cart System
The Sales Agent can put the cart on hold and can view both current cart and cart on hold here. He/She can easily proceed to next the transactions/orders without deleting the uncompleted order/hold order.
When the sales agent will hold the order then he/she can Add a Note to mention the reason for holding the order.
The Sales Agent can view all the hold orders under the Orders > Hold Order.
When the sales agent will click on any hold order then the hold order will be redirected to the cart and the sales agent can view the order details and can Proceed to Checkout.
In the Other section of the POS, the sales agent will find three options like – Low Stock Products, Request, and Request History.
In Low Stock Products Section, the sales agent can view all the products which have low quantity in the stock. The low stock quantity that you can set from the admin backend panel.
In the Request Section, the sales agent can create a request to the supplier to fulfill the stock. The sales agent can generate a request with product quantity that he/she needs to fulfill the stock with the product details.
The sales agent also can choose the supplier to fulfill the request. He/She can create multiple requests at a time.
In the Request History section, the sales agent can all the request that he/she has created against the supplier to fulfill the stock.
He/She can also check the request date, request details and the status of the request.
For any query or doubt, Please add a ticket at https://webkul.uvdesk.com/.
Current Product Version - 126.96.36.199
Supported Framework Version - 2.0.x.x, 2.1.x.x, 2.2.x.x, 2.3.x.x, 3.x.x.x