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    Prestashop Point of Sale System {User Guide}

    Updated 22 March 2024

    Prestashop Point of Sale System is a web-based POS solution that facilitates the store owner to manage multiple physical stores and synchronize them to your eCommerce store. Synchronize your store data (orders, customers, product listings) with POS outlets.

    Create multiple sales agents and assign them to the respective POS outlets. POS panels for physical stores from where sales agents can search the products, place orders, manage customers, apply vouchers, process returns.

    Connect your POS system with the barcode scanner, printer, and cash drawer to speed up the purchase process on your physical stores. Also, our POS system works in an offline mode. So, even if the internet connection is not available your sales agents can process the orders.

    Offer multiple payment methods such as cash, debit or credit card to the customers. Also, there is a split payment option that enables the customers to use more than one payment method to pay for the order.

    Track the transactions done via various payment methods in POS with cash register. Record cash withdrawal & deposit, and set closing balance at the time of closing the register.

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    Check the overview of the plugin in the video mentioned-below –

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    Note: The point of Sale System module is compatible with PrestaShop version 8.x.x and multi-store feature.

    Features of Prestashop Point of Sale system

    • Add multiple physical stores and associate products with them.
    • Add multiple sales agents and assign them to POS outlets.
    • A separate panel for sales agents from where they can manage sales and customers.
    • Add products to the POS cart in two ways: on clicking the product or by scanning the barcode.
    • Update product quantity, price, and apply the discount on products & orders.
    • Add customer profile from POS panel by entering the basic details.
    • Edit customer details while processing an order.
    • Create order from POS panel in an offline mode.
    • POS system automatically syncs offline orders to online after restoring of internet connection.
    • Customers can choose to pay for their orders via cash or card or in split form(partial payment via cash or card).
    • Put an order on hold and retrieve it to complete the order at a later stage.
    • View a list of transactions done via different payment methods in POS with cash register.
    • Our POS system supports multiple languages and currencies.
    • Print the sales receipt after the completion of the order.
    • Connect cash drawer to POS printer to open after printing the sales receipt.
    • Synchronize Prestashop product quantity with POS outlet quantity.
    • Stock quantity for each product is displayed in the POS panel.
    • Number of products added in cart is also displayed in the POS panel.
    • Display product’s original price and stock location on POS panel.
    • Configure order status to be assigned to the order upon its validation in POS.
    • Automatically generate barcode for products.
    • Automatically assign product to a specific outlet when it is created in the back office.
    • A new stock update button is added to the POS panel to synchronize stock between PrestaShop store and POS.
    • POS dashboard to view sales, the number of orders received, and net profits from a particular POS outlet.
    • Also, view top cashier and top selling products in the POS dashboard.
    • POS system supports guest checkout.
    • Option given to add custom product on POS at run time.
    • Ability to redeem voucher partially.
    • It supports the PS Specific Price Rule.
    • Always a notification sound when any error on POS panel
    • Use keyboard shortcuts and number keys for the on-screen keypad

    How to install the PrestaShop Point of Sale System Module

    • Firstly, Go to Module Manager in Back office and click on ‘upload a module’.
    • Now, Drag and drop the module file or select the file from the system.
    • In this way, the module installation will be successful.
    image-14
    image-15
    image-16

    POS Management – Admin’s End

    After the successful installation of the module, a new tab “Manage POS” adds to configure the module settings.
    Note that the module configuration can be set in multi languages.

    General Configuration

    1-1

    Change product price in cart

    Suppose, an employee has added a product to the cart.

    1-1

    If admin has selected “Price (Tax Excluded) in “Change Product Price in cart” field. Now, when an employee changes the product price then “tax excluded price” will also change as shown below:

    2-1

    If admin has selected “Price (Tax Included) in “Change Product Price in cart” field. Now, when an employee changes the product price then “tax included price” will also change as shown below:

    3-1

    Show price without any reduction in POS panel

    If enabled, then the original price of the product will also display in POS panel.

    2-1

    Show stock location on POS panel

    If enabled, then product’s stock location will displayed in POS panel as show in the below screenshot.

    3-1

    Cash Register

    The admin can enable cash register to:

    • Track the transactions done on POS in the register.
    • View a list of orders placed via specific payment method.
    • Record opening balance to calculate the earning in a day.
    • Record cash withdrawal and deposit.
    • Set closing balance for payment modes.

    Once the admin has enabled cash register field, a new tab “Cash Management” gets available in the POS panel where the sales agent can view the incoming and outgoing transactions of the POS outlet.

    6-1

    To understand the functionality of cash register in detail please go through the link.

    Product Configuration

    While configuring the “Product Settings”, admin has to:

    • Set number of characters for product name which will be visible on POS.
    • Specify the product quantity for a low stock warning so that once the product quantity gets equal to or less than this quantity then a low stock warning sign will display on POS.
    • Select the parameters with which an employee can search for a product on POS.
    • Select barcode search type either UPC or EAN.
    • Enable/Disable the display of tag on combination products on POS.

    Note: This POS module is not compatible with Advance Stock Management feature of Prestashop 1.6.

    product settings

    Assign product automatically when create/update

    When admin creates a product in the back office, that product gets automatically assigned to the selected outlet if this field is enabled. Also, if admin updates a product, then the product will be assigned to the outlet if its not assigned.

    product settings

    Front End View

    image-23

    Show Outlet Product Active on Assign

    If enabled, then after assigning the product to an outlet the POS status will be active which means that the product assigned to an outlet is active on POS.

    Customer

    By default, the guest checkout is disabled in Prestashop point of sale system as only the registered customers can place an order.

    Admin can enable guest checkout by setting up a default email id which can be used for placing all the guest orders. Also, select the default parameter to search the customer at POS end.

    7-2

    If you enable customer group selection, then you can assign groups to the customer at POS end. To do so, edit the customer detail and assign the group.

    image-24

    Now, you can also search the customer by their name, email and phone number. This will enhance the customer search functionality at POS end.

    image-25

    Payment Methods

    Under “Payment Methods”, the admin can:

    • Select payment modes which that will be available to employees on POS.
    • Choose payment method to be used in case of order return.
    • Configure order status that will be assigned to the order upon validation on POS.
    Configuration-•-Demo-Shop

    Order Receipt

    Under “Order Receipt” admin can:

    • Choose which type of printing you want to use.
    • Enter the printer name with which system gets connected.
    • Enable/Disable the display of product discount, order discount, and barcode on order receipt.
    • Enable/Disable sending of email to customer through POS when his order gets placed.
    • Enable cash drawer to open it on the command of invoice printing. Cash drawer is an integral part of the POS which is used to manage daily cash transactions of the shop.

    Raw printing

    Our module supports ESCPOS language. For raw printing, the POS printer/ thermal printer which you are using must support ESCPOS language.

    How to configure Printer

    Before using the printer, follow the instructions given below:

    1. Install Java 8 or the higher version from the link: https://java.com/en/download/
    2. Download the QZ tray from the link: https://qz.io/download/
    3. Install it as a typical program on your PC
    4. Launch the QZ tray application
    5. Configure the printer name in the backend POS configuration page.

    In order to check the compatibility of the POS printer with our POS. Please open the link. Then, select ESC/POS language and then print.

    9-1

    HTML printing

    The module also supports HTML printing.

    10-1

    Front End View

    In the case of raw printing, the following page opens at the POS end.

    receipt

    In the case of HTML printing, the following page will open at POS end. Here, the sales agent can choose to simply save this file as PDF or print it via a selected printer.

    receipt

    Payment method, tendered amount, and change amount are displayed on invoice receipt.

    Shipping

    In case the products need to be delivered, the admin can enable shipping and select the shipping methods that will be available on POS.

    11-2

    If shipping is enabled, then customer’s delivery address will display on invoice receipt.

    Add Custom Product

    The POS cashier/employee can quickly create items not yet available in stores and add them to shopping cart in seconds.

    8
    9

    Add/Manage Outlets

    Admin can add/manage outlets by navigating through Manage POS->Outlets.

    POS outlets
    add POS outlet

    After saving the outlet details admin can assign products to the outlet.

    assign product to outlet

    Admin can assign all the Prestashop products to an outlet at once by clicking on “Assign All product” button.

    assign product to outlet

    Admin can also assign specific products to the outlet by clicking on “Assign Product” button.

    assign product to outlet

    The sales agent can select the language and currency for the POS outlet if admin has assigned multiple languages and currencies to the outlet from the backend.

    10

    POS Dashboard

    image-26

    In POS Dashboard, admin can view the complete statistics for POS. Admin can view total sales, number of orders, average cart value, and net profit from POS as well as the Prestashop store.

    Sales

    Admin can check the total sales that have been generated from POS as well as the Prestashop store.

    dashboard

    Number of orders received

    Admin can view the number of orders received from POS as well as the Prestashop store.

    dashboard

    Average Cart Value

    In POS dashboard, admin can also view the average cart value for POS and Prestashop store as well.

    average cart value

    Net Profits

    In POS dashboard, admin can also view the Net profits earned from POS as well as the Prestashop store.

    net profit

    Top Cashier

    top cashier

    Top Selling Products

    top selling products

    Assigning Customer Groups

    After the installation of the module, a POS Customer group gets automatically added.

    POS customer group

    Adding Sales Employees

    Admin can add the sales employee by navigating through Configure->Advanced parameters->Team->Employees.

    sales employee

    While adding a new employee admin can assign him/her to the outlet.

    new employee

    If admin has set permission profile as “POS” then no employee will be able to access the tabs and a message will be displayed as shown below:

    employee

    If the admin has not assigned any POS Outlet to an employee, then that employee will not be able to log in to POS.

    employee

    The following message will be displayed on screen if an employee has not been assigned to any POS outlet by admin.

    login

    Front End Workflow of POS System

    First of all, an employee or sales agent has to log in to the POS System by entering email address and password.

    login page

    Once the employee has successfully logged in he will redirect to the POS System.

    Start New Session

    If an employee clicks on “Start New Session“, then the products which were added in the cart by an employee during the previous session will be removed and a new session will get started.

    After login to POS shop, an employee can view the products, categories and checkout panel. Also, the available stock for each product is displayed in the POS panel.

    11
    12

    An employee just needs to click on a product for adding it to the cart. In case of a combination product when an employee clicks on the product, a popup appears on screen where he has to select a combination, enter its quantity and then click on “Add To Cart” button.

    The stock available for a product also displays in the popup.

    13

    Once the products have been added to cart, then an employee can:

    • Update the quantity of the products.
    • Update the Price of the products.
    • Give a discount on the products.
    • Give Cash discount on an order.
    • Remove products from the cart.
    • View the number of products added to cart
    14

    During checkout, if a customer wishes to purchase something else then an employee can put his cart on hold and start a new cart.

    15

    When an employee clicks on Proceed to checkout button he gets redirected to “Customer” page where he has to select a customer.

    16

    After selecting a customer, when an employee clicks on proceed to checkout button he gets redirected to payment page. On Payment page, an employee can apply voucher on a cart, enter message about an order for reference, and select payment method for processing the payment.

    17
    18

    Note: A voucher can also be redeemed partially.

    20

    When an employee clicks on “Validate” button for completing the payment, invoice for an order gets generated in which order details are mentioned.

    invoice

    In Prestashop POS, a customer can pay using more than one payment method. Suppose if the order amount is $29, then a customer can pay $10 via cash and the remaining amount i.e. $19 via card payment or cheque.

    22
    23

    Orders

    An employee can check the list of orders under” Orders” tab.

    24

    Offline Orders

    In POS system, an employee can process the orders even if the internet connection is not available in the system. In case internet connection is not available, then the employee can add products in cart and complete the order.

    Note: Only cash payment method will be available in POS in case of no internet connection.

    25

    Employee can view all the orders which he has processed offline under “Offline Order” tab.

    4-1

    Once the internet connection gets established in the POS system, all the orders which are processed offline will be synchronized to online orders as shown below:

    5-1

    Update Stock

    A new button is added to the POS panel to synchronize the stock between PrestaShop store and POS. Suppose the PrestaShop admin updates the stock of specific products and its not getting reflected on the POS panel. When the POS agent clicks on the button, the updated stock will display on POS panel.

    6-1
    29

    Order Return

    In the POS system, an employee can place a request to return an order and refund the amount under the “Order History” tab.

    7
    8
    9

    Return order stock assigned to the same outlet.

    Setting

    An employee can change the password of his POS shop account under the “Setting” tab.

    33

    Order Message

    Now, you can also add a message with the order while placing it on the POS.

    34

    This message is also available in the order details section.

    35

    So, this was all about the PrestaShop Point of Sale module. I hope this document will help you in checking the functionality of the module in a better way.

    Also, do let us know about your views in the comments.

    In case, if you are also looking for a module with similar functionality for your marketplace, then do check out the blog.

    Support

    For any kind of technical assistance or query, please raise a ticket at http://webkul.uvdesk.com or send us a mail at [email protected]

    Also, please explore our vast range of featureful PrestaShop Addons.

    Point of Sale Addons

    We have developed a range of POS addons that can help you improve inventory/transactions management, user experience, and increase revenue. To know more about those addons, visit the link.

    Current Product Version - 5.3.1

    Supported Framework Version - 8.x.x, 1.7.x.x

    . . .

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