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Point of Sale System

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Overview

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Point of Sale System allows the merchants to manage their multiple physical stores and retail outlets along with the Magento 2 based web store. Every physical store and outlet can manage its in-store orders, customers, sales transactions, inventory, and products. All the data between the POS and online store is synchronized on a real-time basis. From the Magento admin panel backend, the store owners can create multiple outlets, create various cashiers or sales agents and assign POS inventory for every outlet. There are several ways through which the sales agents can search for products from the POS system. They can either use a barcode reader to scan the printed product labels or stickers. Or search for products by entering an SKU. The Point of Sale System module allows a cashier or sales agent to process the orders for both registered as well as guest customers. A cashier or sales agent can put the cart on hold for later and resume to process on the held cart when required

Important Notes:

  • Please do not use the default source while working with the POS. Always create one stock and two sources. Among them, one is for POS and the other is for the webstore (frontend).  
  • The POS connects only to the printer, and barcode reader, whereas it doesn’t connect directly with the cash drawer and card swipe machine.
  • POS requires a web browser to work on it like - Chrome, Firefox.
  • POS supports a 7.5 screen size minimum with 1280×800px resolution.

 

Business Value

The Point of Sale System module unifies the offline and online sales channels into one. The admin can use POS System to manage physical stores/outlets operations and manage employees, i.e., cashiers/sales agents. Multiple cashiers or sales agents can be created for each store/outlet. Point of Sale System can work in both online and offline modes. In offline mode, all the orders and transaction data is cached on local storage. Later on, when the internet connection is back online, all the offline orders get automatically synced with the online store. Further, the POS agent can synchronize the offline data manually as well. The Point of Sale System module is beneficial for synchronizing information (product, inventory, sales, customers, orders) with multiple physical stores along with the online store.

 

Features List

  • Create multiple physical outlets for online stores and assign products to them.
  • Assign multiple cashiers to the POS outlet.
  • The admin can force log out of the cashier POS account.
  • The sales agents get the login details of the POS through email.
  • Separate panel for a sales agent for purchases management.
  • The admin can print barcode slips.
  • Add the invoice logo from the admin panel configuration setting.
  • The admin can assign inventory to the outlet on the basis of sources. 
  • Inventory assignment to the outlet on the basis of all products and categories of the source.
  • Default customer and address assignment to the outlet.
  • A new customer can add from the sales agent POS panel.
  • Easy real-time synchronization of sales and transactions.
  • The products can be added to the POS cart in three ways- click the product, through SKU or barcode reader.
  • The agent can put the POS in full-screen mode.
  • The POS easily operates in offline mode as well to provide better processing.
  • The sales agent can hold an order for later check-out processes.
  • Agents can change among multiple languages and currencies.
  • The cashiers can view the cash drawer for computing the profit generated in a day or days by them.
  • The cashiers can print the order receipt with the help of a printer.
  • A cash drawer can connect to your printer to open after printing the sales receipt.
  • The sales agent can even process the return and generate a cash memo for the products.
  • Cashiers can update the product stock after the product return.
  • POS agents can refresh the whole product list and the category list.
  • The sales agent can add the POS to the homepage as PWA.
  • The sales agent can even refresh the individual products instead of refreshing the whole product list.
  • The admin can create the custom payment methods label for POS that will be printed in receipts and invoices.
  • The admin can edit the static content for the POS orders email – subject and static content.
  • The cashier can search the customer by phone number at the POS end.
  • The admin can view cashier and outlet reporting includes details like revenue, tax, shipping, quality.

 

How Does The Extension Work?

After the module installation, the store owner will first add and manage outlets, assign POS products, create POS cashiers, set up POS configuration and then view POS orders.

 

Manage Multiple POS Outlets

Under the "Add/Manage Outlets" section, the admin can view all the existing physical store/outlets and also edit or delete them. The admin can also create new stores/outlets. For creating the new outlet, the admin will provide the outlet name, outlet address, set the outlet status.

 

POS Inventory Source

The admin can also assign a source to the outlet and can decide the product assignment basis to the outlet as on category based or on all product base. In case the admin has selected product assignment basis as category-based, then they have to choose the category present in the source, which they want to assign to the outlet.

 

Manage POS Agents

Under the "Add/Manage Cashier" section, the admin can view all the existing cashiers and also edit or delete them. The admin can also create new cashiers. For creating the new cashiers, the admin has to provide the cashier image, name, email along with the contact no. Also, the admin has to provide the password for the cashier's POS account, can assign the cashier to the existing outlet, and lastly, the admin can set the outlet status. This way, the admin can easily create various outlets and assign cashiers to the outlets. The admin can also print the barcode from the 'Product page' for maintaining personal data or sometimes attaching it to the product.

 

POS Configuration

The admin can decide the product page load size, can enable the cashier to log in, can upload an invoice slip logo, and also can choose the product attribute for barcode scanning from the POS configuration setting.

 

Separate POS Login

After this, the cashier will log in to the POS outlet accounts by using the user name (email address) and password, which is created by the admin. 

 

POS Dashboard

The POS panel shows all the products in the default category. The cashier can even change the category to view the product category wise. Also, will have the menu options for sales management like orders, orders on hold, offline orders, and cash drawer. The sales agent can refresh the list of products and categories from the POS menu section to update it.

 

POS Orders

The agent can also check the list of the orders, including all the online and offline orders under the “Order” section. The sales agent can complete the orders by adding products to the cart. The agent can add the products by clicking on the products, by product SKU, and by a barcode reader. After all the required products of a customer has been added to the cart then, the sales agent can choose/add the customer for which the order has to be made. Once the customer is added to the cart for creating an order, the agent will complete the order by placing the order to generate the invoice. 

 

Hold Cart

The sales agent can also put the cart on hold for the later processes and can continue to process on the held cart when required. The agent can check the list of the held orders under the “Orders on Hold” section.

 

View Cash Details

Under the “Cash Drawer” section, the sales agent can also check the cash amount in their cash drawer along with the details of credit amount, debit amount, available balance, opening, and closing balance. 

 

POS Offline Mode

The admin can enable the POS in offline mode so that the cashier can place the order even when the internet connection is not available. Once the internet is available, all the offline data gets synchronized with an online store. Also, the agent can sync the offline orders manually. The agent can check the list of offline orders under the “Offline Orders” section.

 

PWA (Progressive Web App) POS

The Point of Sale System has the amazing feature to add POS to the home screen as PWA. The POS user can add easily POS to the home screen such as laptop, desktop pc, tablet. Installation gets completed in seconds, the cashier does not need to wait so long. Post-installation, the app will be visible on the home screen of the device.

 

Supported Hardware Devices

  • Barcode Scanner- Use Bluetooth enabled or USB connected barcode scanner to scan barcodes and update inventory.
  • Barcode Label Printer- Design customized barcode labels and paste them on your products.
  • Web Browser- Various web browsers are supported – Internet Explorer, Firefox, Chrome, Safari, Opera.
  • Receipt Printer- Connect your thermal printers via RJ11/RJ12 port, USB or any other connection and print custom sales receipts.
  • Cash Drawer- Open and close the cash drawer/cash register, once it is connected with your receipt printer.
  • Display Device - Any Android Tablet, iPad, Laptop, Mac, Desktop PC having at least a 7.5″ screen size with 1280×800 px. (Min.) the resolution will work.

 

Benefits

  • Manage complete offline sales in brick-and-mortar shops, physical stores, or retail outlets.
  • Use the point of sale system to create your purchase orders, eliminating an extra step in the ordering process.
  • Point of sale devices can cut down on user errors.
  • Can sync real-time inventory with a point of sale system.
  • Expand the revenue generation scope by increasing the revenue generation points of the store.
  • Category and product feed synchronization with the online store.
  • Track retail store transactions, in-store orders, customers, and cashiers.

 

Live Demo

You can check the POS System live demo to know more.

 

Support Policy

  • You get free 3 months of technical support included
  • You can buy 6 or 12 months extended support agreement
  • For issues, please create a ticket or send an email to support@webkul.com 
  • Free lifetime updates of the module

Technical Specifications

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Seller profile

Webkul Software Private Limited

Seller contact

E-mail

Integrator

Current Version

5.0.0

Adobe Commerce platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current), 2.2 (obsolete)

Type

Stable Build

Updated

30 November, 2021

Categories

Extensions, Sales, Marketplace Feeds, Point of Sale (POS)

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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5.0.0:

  • Compatible with Open Source (CE) : 2.4
  • Stability: Stable Build
  • Description:

    + Compatible with Magento 2.4 Open Source (CE)

2.1.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    -------------------------------- Version 2.1.0 --------------------------------------
    + Updated according to Magento 2.3.x
    + Introduced Multi Source Inventory (MSI) for managing outlet products inventory.
    - Fixed other minor bugs.
    -------------------------------- Version 2.0.7 --------------------------------------
    - Fixed Custom Discount to cart items with fixed or percentage basis
    -------------------------------- Version 2.0.6 -------------------------------
    + Cashier can refresh individual product.
    + Now supports configurable, bundle, grouped and downloadable product as well.
    + Optimized catalog search functionality.
    - Fixed another minor issue.
    -------------------------------- Version 2.0.5 -------------------------------
    + Cash drawer print option.
    + Edit Address of customer.
    + Product sync in background.
    + Options details in invoice.
    + Custom discount to cart items.
    + Offline mode through configuration.
    + Login credential to cashier via email.
    + Invoice Logo option from configuration.
    + Default customer and address assignment to outlet.
    + Product inventory division for web and pos through configuration.
    + Mass inventory assignment to outlet / All inventory assignment to outlet.
    -------------------------------- Version 2.0.4 -------------------------------
    + Bugs Fixed.
    -------------------------------- Version 2.0.3 -------------------------------
    + Improved Layout.
    + Currency conversion issue fixed.
    + Offline Mode implemented, configuration driven.
    -------------------------------- Version 2.0.2 -------------------------------
    + Fixed few layout issue
    -------------------------------- Version 2.0.1 -------------------------------
    + Generate barcode from any of the unique text type product attribute.
    -------------------------------- Version 2.0.0 -------------------------------
    + Discount Coupon.
    + Split Payment Added.
    + Multi Lingual Support Added.
    + Multi Currency Support Added.
    + Order Return/Credit Memo Operation included.

2.0.0:

  • Compatible with Open Source (CE) : 2.2
  • Stability: Stable Build
  • Description:

    -------------------------------- Version 2.0.0 -------------------------------
    + Pos Payment included.
    + Pos Shipping included.
    + Works with simple and virtual product.
    + Tax calculation included.
    + Works with custom option.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

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Q & A

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Reviews

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