Prestashop Point of Sale System: Prestashop POS System gives you an advantage of having an online store along with multiple physical stores. The basic feature of the Prestashop POS system for 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. Using Point of Sale System you can convert your Prestashop site into Prestashop Point of sale system. With the help of this module, merchants can easily manage their inventory and customers. This module is very useful for increasing the sales and overall revenue.
Features of point of sale system
- Admin can have an online store along with multiple physical stores.
- Prestashop Point of Sale system works even in offline mode or in poor internet connection.
- Admin can create users to operate POS system at the front end.
- Admin can enable or disable Guest Checkout.
- Products can be assigned to the outlets by admin.
- A separate dashboard to admin for viewing POS sales reports, a total number of orders placed, average cart value and net profits earned.
- Gives access to POS sales agent to put a cart on hold, add a new cart, delete a cart.
- Admin can easily manage the inventory.
- Admin can set quantity for the low stock warning.
- Shipping can also be managed by the admin.
After the successful installation of Point of Sale System module, admin can view the POS tab from where he can manage point of sale system.
For configuring Point of Sale, the admin has to navigate through POS>Manage POS>Configuration.
1. Product Configuration
Enter Product Name Length- In this field, the admin has to enter the maximum characters for the product name. Beyond the set character limit, the product name will not be visible on the front end. For example, if the admin has set a character length of 20 for a product name and the product name contains more characters then only 20 characters will be visible on the front end.
Quantity for low stock warning- In this field, the admin has to set the quantity for a low stock warning.
Search Product By– In this field, the admin has to select the parameters by which a cashier of POS can search a product.
For example, if the admin has selected Product ID and Product Name as a search parameter then a cashier will be able to search a product by these two parameters.
Bar Code Search Type- The admin has to either select EAN(European Article Number) or UPC(Universal Product Code) as the bar code search type.
Display tag on Combination Products- The admin has to select whether he wants to show a tag on combination product on the front end or not.
Show outlet product active on assign- By default, this field is set to yes. It means that if this field has been selected as yes then during product assignment to an outlet the POS outlet product status will be active and outlet product will get displayed on the front end.
By default, the guest checkout is not enabled in Prestashop Point of Sale System as only the registered customers can order and proceed to checkout.
But in Prestashop Point of Sale System, the admin can enable Guest Checkout by setting up a default email id which is used for placing all the guest orders.
Only those Customers will be displayed in Enter Guest Account field who has been assigned a POS customer group by the admin
3. Payment Methods
The admin can set cash or card payment as the payment method or both. The payment methods set by the admin will be visible to the cashier at the front end.
4. Order Receipt
Enter Shop Name– In this field the admin has to enter the shop name which will be visible on the order receipt.
Enter Printer Name– Her the admin has to enter the printer name through which invoice will be generated.
Display Product Discount– The admin can choose to display the product discount on an order receipt or not.
Display Order Discount- The admin can choose to display the order discount on an order receipt or not.
Display Barcode– The admin can select yes if he wants to display a barcode on an order receipt otherwise select no.
Open Cash Drawer– If the admin wants that a cash drawer opens immediately after a sales agent or cashier generates an invoice for the order then he can select as yes otherwise select no. This is for the security purpose.
5. Shipping- By default, the shipping is set to NO.
In case, if the products need to be delivered then the admin can enable the shipping and select the shipping methods which will be displayed at the front end at the time of checkout. POS carrier has been set as a default shipping method.
The admin can add/manage outlets by navigating through POS->Manage POS->Outlets.
Admin can add an outlet/physical store by clicking on Add Outlet.
The admin has to enter outlet name, address details and select outlet status as Yes or No.
If the admin clicks on Save and Stay then Assign All Product and Assign Product button gets displayed on the web page and admin can assign the products to the outlet.
When the admin clicks on Assign All product, all the products available with admin will be assigned to the particular outlet. However, the admin can enable or disable the product by selecting them and then clicking on enable selection or disable selection.
If the admin wants to assign specific products to an outlet then he has to click on Assign Product and select the products he wants to assign and then clicks on Assign button.
Once the products have been assigned by the admin to the outlet, all the assigned products will get visible as shown below:
For viewing POS dashboard, the admin has to navigate through POS->Manage POS->Dashboard.
In POS Dashboard, the admin can view the complete statistics for his Prestashop Point of Sale System. The admin can view:
1. Total sales
In POS dashboard, the admin can check the total number sales that have been generated from Point of Sale System as well as the Prestashop site. The admin can view sales on the daily, monthly or yearly basis. The admin can also set a customize date according to which he can view the sales generated.
Admin can also view the total sales generated graphically as shown above.
2. Total number of orders received
The admin can also view the total number of order received from POS System as well as the Prestashop site. The admin can view orders on the daily, monthly or yearly basis. The admin can also set a customize date according to which he can view the total orders received.
Admin can also view the total number of orders received graphically as shown above.
3. Average Cart Value
In a dashboard, the admin can also view the average cart value for POS and Prestashop site as well. The average cart value is calculated by the total value of orders divided by the number of orders.
Admin can also view the Average Cart Value graphically as shown above.
4. Net Profits
In POS dashboard, the admin can also view the Net profits earned from POS as well as the Prestashop site.
Net Profits can also be viewed by the admin in a graphical representation as shown above.
5. Top Cashier
The admin can also view a top cashier for POS outlets in the POS dashboard.
6. Top Selling Products
Top selling products can also be viewed by the admin under POS dashboard.
Assigning Customer Groups
A POS Customer group will get automatically added once the module gets installed.
Adding Sales Employees
The admin can add a sales employee by navigating through Configure->Advanced parameters->Team->Employees.
The admin can add a new employee by clicking on Add new employee button.
The admin has to enter employee’s first and last name, employee’s email address, select permission profile and select POS outlet for the particular employee. After entering all these details, the admin has to click on save.
If the 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:
If the admin has not assigned any POS Outlet to an employee, then that employee will not be able to log in at the front end.
The message will be displayed on the screen if an employee has not been assigned to any POS outlet by the admin.
Front End Management of POS System
First of all, an employee or sales agent has to log in the POS System by entering his user by entering his email address and password.
Once the employee has successfully logged in he will be redirected to the POS System(front end).
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 prvious session will be removed and a new session will get started.
After login to POS shop account, an employee can view the products, categories and checkout panel as shown below:
When a customer selects the products to purchase and goes to an employee for billing, the employee can search the products by its name, Product ID or the search parameters set by the admin on the search bar and add to cart.
An employee has to click on a product to add it to a cart. If the product selected is of combination type then the employee has to select the combinations, enter the quantity and then click on Add To Cart as shown below:
Once the products have been added to cart, an employee can:
1.Update the quantity of the products.
2. Update the Price of the products.
3. Give a discount on the products.
4. Give Cash discount on an order.
5. Remove products from the cart.
After clicking on Proceed to checkout, a sales agent has to select a customer as shown below:
An employee can add a new customer by clicking on Add Customers.
Once an employee has added a customer then he has to add his address.
After entering the address details and clicking on save address an employee can select the customer.
After selecting a customer and clicking on Proceed to Checkout, an employee will ask about payment method from a customer and complete the payment as shown below:
An employee has to select a shipping method by clicking on No Carrier Applied. On clicking, all the shipping methods which are enabled by the admin from the backend panel will be displayed on the screen as shown below:
After selecting the mode of payment, the sales agent will click on Confirm Payment & Generate Invoice. After this, the invoice of an order will be generated in which the entire details of an order are mentioned.
Once the invoice gets generated, the cash drawer will automatically get open and the sales agent will give the change to the customer.
A sales agent can check the list of orders by navigating through Orders->Order History.
A sales agent can process the orders even if the internet connection is not available in the system. When the internet connection is not available, in that case, the sales agent will add the products in cart and takes the cash from the customer and generate an invoice for the order. Only the Cash payment method will be applicable as there is no internet connection.
All the orders which are processed offline by a sales agent will be visible to him under Offline Order as shown below:
Once the internet connection gets established in the sales agent’s system, all the orders which are processed offline will be synchronized to online orders as shown below:
At the time of checkout, if a customer does not want to share his email id then the sales agent will process the order of that customer via a guest email id created by an admin from the backend panel.
Orders on Hold
If a customer has purchased some products and goes on to the cash counter for the payment and during the time of checkout he remembers that he has forgotten a product then the sales agent can put the customer’s order on hold and start a new cart.
If a customer does not come back for his order then the sales agent can also delete his cart.
An employee can change the password of his POS shop account under the Setting tab.
Current Product Version - 4.0.0
Supported Framework Version - 1.7.x.x