Magento 2 WebPOS Extension

Aug 22, 2021 admin User Guide 0 comments

1. Installation

Never do anything directly on a live store. First setup and test on a development domain (i.e. “dev.url.com”).

Make sure that you set your Magento application to the developer mode.

1.1 Temporarily disable Magento cache

To avoid any possible issues with the installation we recommend disabling Magento cache before proceeding with the installation and re-enabling it once the install is complete.

  1. Log in to your Magento admin
  2. Go to System > Cache Management
  3. Select “Select All” in the “Mass Actions” drop down
  4. Select “Disable” in the “Actions” drop down and Click Submit

Once the page reloads log out of the admin

1.2 Upload Extension

Use the zip “POS v1.4.7” for Magento 2.3.3 only. It requires a few vendor files which are available in 2.3.4 or 2.3.5 or 2.3.6. 

Use the zip of “POS v1.4.8” for Magento 2.4.1 or any 2.3.x version (expect 2.3.3).

Unzip the extension zip file and upload all files and folders of Backend, Webpos extension to the root folder of your Magento installation.

1.3 Install Extension

To install the extensions, use the following commands:

bin/magento module:enable Acx_Webpos

bin/magento module:enable Acx_Backend

bin/magento setup:upgrade

rm -rf var/di generated/* 

bin/magento setup:di:compile 

rm -rf pub/static/*/*; rm -rf var/*/*; 

bin/magento setup:static-content:deploy -f  

bin/magento cache:flush

Please follow this link to learn more about Magento 2 module installation.

2. WebPOS Configuration

WebPOS Configuration
WebPOS Configuration
  • Web POS Logo: Upload a logo for web POS. Recommended size is 250X50px and the logo format should be jpeg or png.
  • Web POS Color: Select a color for POS from dropdown list. Available colors are Blue, Green, Orange, and Red.
  • Enable Delivery Date: Yes/No can enable/disable delivery date for POS.
  • Session Timeout: Input integer value as second.
  • Allow to sync Order from WebPOS if there are out-stock items in that order: Yes/No can enable/disable sync order from WebPOS.
  • Enable Pole Display: Yes/No can enable/disable.
  • Enable All Products: Yes/No can enable/disable.

2.1.2  Single or Multi-Warehouse Stock:

Single or Multi Stock

Multi-Warehouse Stock: Yes/No can enable/disable stock for Multi-Warehouse.  Yes means Multi-Warehouse stock is enabled and you can’t edit stock in product edit. No means Multi-Warehouse is disabled and you can edit stock in product edit.

2.1.3  Shipping for POS:

  • Applicable Shipping Method: You can allow all shipping methods for POS that are available in your Magento store. Otherwise you can allow specific shipping methods for POS.
  • Default Shipping Method: Select a shipping method for work as default shipping method for POS.

2.1.4.  Payment for POS:

Payment for POS
  • Applicable Payment Method: You can allow all payment method for POS those are available in your Magento store. Otherwise you can allow specific payment method for POS.
  • Default Payment Method: Select a shipping method for work as default shipping method for POS.

2.1.5.  Product Search:

Product Search
  • Product Attribute for search: Select one or multiple attributes for search the product inside POS. If you select “SKU”, you will be able to search products by SKU only in POS.
  •  Default Shipping Method: Select a shipping method for work as default shipping method for POS.

2.1.6.  Synchronization:

Synchronization
  •  Product Synchronization Time: It means to create a product in Magento store it will sync automatically in POS after selected time. You can select your prefered time from the dropdown list.
  •  Stock Item Synchronization Time: It means updating a product stock in Magento store will sync automatically in POS after selected time.
  • Customer Synchronization Time: It means add/update customer stock in Magento store it will sync automatically in POS after selected time.
  • Limit Synchronization Orders: You can use this feature for sync orders for specific time. It can be a Week to Year.

2.1.7.  Default Guest Checkout: You can configure the default guest customer for POS.

2.2 POS Users and their Roles:

2.2.1 Go to AGILECODEX -> POS Settings -> Employees for POS

Employees for POS

You can see a list of staff that are added for POS as employees. For adding a new staff click on the “Add Staff” button top right corner. You will see the following screen appear.

New Staff
  • User name: Write a unique username, it will be needed when you will login in POS.
  • Password: Write a password.
  • Display Name: This name will display in POS after staff logged in. 
  • Email Address: Write staff email address.
    • Customer group: You can add the staff for specific customer groups. Such as  General, Wholesaler, Retailer.
    •  Location: It means if you have a POS in 3 locations, you can select this staff for a specific location.User Settings:
    • Role: Select the staff role as “admin” or “employees”. For creating a staff role see the Employee Roles section.
  • Status: You can enable/disable staff.

2.2.2 Employee Roles: Go to AGILECODEX -> POS Settings -> Employee Role

Employee Role

You can see a list of roles that will be assigned for a POS staff. For adding a new role click on the “Add Role” button top right corner. You will see the following screen appear.

Employee New Rolee
  • General: 
    • Role Name: Write a unique role name.
    • Maximum Discount: Maximum discount percent cannot be higher than 100.
    • Description: Write a description to describe the role.
New Role Staff list

    Staff List: Select the staff that you want to assign for this role.

New Role Staff List

3. Sales Reports: Go to AGILECODEX -> POS Reports-> Sales

Sales

You can see or download the POS sales reports based on different criteria. You can filter sales reports for specific dates and you can set Order Status any or specified. 

4. WebPOS Login:

4. WebPOS: For visiting WebPOS login panel Go to AGILECODEX -> POS Checkout -> Checkout.

Checkout

After clicking on the “Checkout” link, you will see the following WebPOS login screen.

Login
  1. WebPOS 

After login to WebPOS, at first, a splash screen will appear and the POS database will be synced automatically with your Magento store. When syncing is completed, you can see the following screen.

Add to Cart

4.1 WebPOS Checkout:

4.1.1 Add to cart: By clicking on the Product image or name, you can add it to the POS cart.

Add Customer

4.1.2 Create/Change Customer: Click on the top right corner “customer icon” will display below screen. You can create a new customer by clicking on the “Create Customer” button. Or you can search existing customers by name/email/phone.

Custom Price

4.1.3 Custom Price/Discount: Click on cart product allows you to change quantity, change product original price to custom price and add discount for this particular product.

Discount

4.1.4 Discount/Promotion: “Add Discount” button is for applying Discount/Promotion for all cart products.

  •  Approved By: Name of staff.
  • Note: Reason for the discount.
  • Amount: Discount can maximum 100%

4.1.5 Checkout: Click on the “CHECKOUT” button to select payment or shipping methods according to the following screen.

Palace Order

4.1.5.a) Shipping: The Shipping Methods are what you allowed in Magento backend configuration. To proceed, please select a shipping method.

4.1.5.b) Payment: You can see available payment here. After choosing a payment method you will see the screen below.

Place Order

4.1.5.c) Mark as shipped: If you want to deliver directly to your customer, mark this Order as shipped.

4.1.5.d) Invoice: If you make this toggle active, invoice will generate automatically in Magento backend for this order. Disabling this toggle will just create an order without invoice.

4.1.5.e) Place Order: “PLACE ORDER” button will create the order and sync with Magento backend according to the configuration policy.

Invoice

4.1.5.f) Print Invoice: Click on the “PRINT” button to generate an invoice sleep like the above screenshot.

4.1.5.g) New Order: Click on the “NEW ORDER” button you will go to the homepage of the POS.

Order

Sync Notification: After placing the order in POS, it will sync with the Magento backend according to the sync configuration policy. You can see the Sync status according to the following screenshot:

Notification

5. Orders: Click “Orders” in the sidebar menu to see a list of orders available.

POS Order

6. On-hold Orders: Go to the “On-hold Orders” menu from the sidebar you will see on-hold orders available. You can delete on-hold order click on “Delete” button or you can continue checkout click on “Checkout” button.

On Hold Order

7. Shifts: Go to the “Shifts” menu from the sidebar, click on the “+” icon to register a shift for the POS employee.

Shift

8. Inventory: Go to the “Inventory” menu from the sidebar to see all products inventory are available here. You can search the specific product by Name/SKU.

Inventory

9. Sync: You can sync Category, Product, Stock item etc from here. Click on “Update All” for sync all and if you want sync Product only click on “Product”.

Sync

10. Account: Go to the “Account” menu from the sidebar to change your POS account password

Account

11. Catalog Management in Backend:

catalog backend

Enable On WebPOS: If you add a new product or edit an existing product make sure “Enable On WebPOS is YES” to display the product in WebPOS.

Updated: 09/09/2020

By: Agile Codex Ltd.

E-mail: support@agilecodex.com

Copyright © Agile Codex Ltd.

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