Magento 2 WebPOS Extension for Seven Depot

Jan 05, 2022 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 logout from the admin dashboard.

1.2 Upload Extension

Use the zip of “POS v1.5.15” for Magento 2.4.3.

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 module:enable Acx_PosDepo
bin/magento module:enable Acx_PosStripe
bin/magento module:enable Acx_PosStripeTerminal
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
  • 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.

2.1.3  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.

2.1.8.  Advanced Configuration: You can configure the advanced features for POS.

WebPOS Advanced Configurations

2.2 POS Users and their Roles:

2.2.1 Go to AGILECODEX -> POS -> POS Users

POS users

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 User Roles: Go to AGILECODEX -> POS -> User Roles

WebPOS user roles

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

2.3 POS Devices: Go to AGILECODEX -> POS -> POS Devices

POS devices

2.4 Coins or Notes: Go to AGILECODEX -> POS -> Manage Coins

POS Coins or notes

2.5 POS Locations: Go to AGILECODEX -> POS -> POS Locations

POS Locations

2.6 Receipt Header & Footer:

2.6.1 Common Header & footer: Go to AGILECODEX -> POS -> POS Configurations

You can set common header and footer for POS receipts for all locations by changing “Receipt Printing Configuration” like below screenshot:

Receipt Printing Configuration

2.6.2 Location wise Header & footer: Go to AGILECODEX -> POS -> POS Locations -> Edit a Location

You can set customized receipt header and footer for different POS locations by editing a location like below screenshot:

Location wise Receipt header

2.7) Location wise Marketing Screen:

Go to AGILECODEX -> POS -> POS Locations -> Edit a Location

You can set customized Marketing promotion images for different POS locations by editing a location like below screenshot:

upload marketing promotional

2.8) Catalog Management in Backend:

Enable On WebPOS: If you add a new product or edit an existing product, mark “Enable On WebPOS” as “YES” to display the product on the POS frontend.

catalog backend

3. POS Reports:

3.1. Sales Reports:

Go to AGILECODEX -> POS -> POS Sales Reports

You can view different type of report by changing the report types.

Sales

Also, the POS sales reports can be generated based on different criteria by filtering by specific dates or setting Order Status etc. Reports can be downloaded as necessary.

3.2 Inventory report on POS frontend: If you login to the POS frontend and if you click on “Inventory” sidebar menu, you can view the inventory report of all products of this location. You can search the specific product by its Name or SKU.

Inventory

4. POS Frontend:

4.1. POS Login:

Login screen can be reached either from backend menu: AGILECODEX -> POS Checkout -> Checkout or on www.your-domain.com/webpos link.

Checkout

After clicking on the “Checkout” link, you will see the login screen as below. If the advanced configuration for Login is set “With PIN” instead of Password, the login will be allowed with PIN only.

WebPOS Login with PIN

4.2. POS Product listing or Search

After login to POS, a splash screen will be appeared and then, the POS database will be synced automatically with your Magento store. When syncing is completed, you can see the screen like below.

Add to Cart

The above screenshot shows all products, because its “Show products on POS checkout page by default” was set as “No”.

If you set “Yes” to “Show products on POS checkout page by default” on “Advanced Configuration” in POS backend, products will be displayed only based on search result. The next video demonstrates its flow.

Please note every POS user needs to entry the shift Opening after login. Otherwise, you will see the following error message:

4.3 POS Checkout Steps:

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

Add Customer

POS Login & Checkout

4.3.2 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

4.3.3 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

4.3.4 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%

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

Palace Order

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

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

Place Order

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

4.3.5.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.

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

Invoice

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

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

Order

4.4) 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

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

POS Order

4.6) 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

4.7) Shifts: If you click on “Shifts” sidebar menu, the screen will be appeared like the below screenshot: 

Shift

4.7.a) Shift Opening: Click on the “+” icon to open a cash register before opening your shift as a POS staff. The below screenshot is for opening cash register.  

Cash Opening to start a shift

The Coin or Note or Bill values in the above screenshot can be inserted or updated from the Magento Backend.

4.8) 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

4.9) 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

4.10) Account: Go to the “Account” menu from the sidebar to change your POS account password

Account

4.11) Add New Product on POS:

A POS manager or privileged user can add a new product from POS frontend. The new product’s inventory will be add to the location’s Inventory Source. New product’s tax class will be added automatically according to the advanced configuration.

Add Product from POS frontend

4.12) POS Marketing Screen:

You can display a promotional image on another monitor according to the location configuration. Your customer can see this promotion and the updates of Cart when POS staff processes the customer’s orders.

POS marketing screen

Last updated on: 13/01/2022

By: Agile Codex Ltd.

E-mail: support@agilecodex.com

Copyright © Agile Codex Ltd.

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