POS Feature Documentation
Overview
The POS feature is accessible to Vendor and Admin users. A link to the POS system is available in the header of both the Vendor and Admin panels for easy access.
Access and Shop Selection
Vendor Access
When a vendor accesses the POS, their shop is pre-selected, ensuring they can only sell products from their shop.
Admin Access
Admin users can sell products on behalf of any vendor by selecting the desired vendor from the POS interface.
Product Display on POS
Displayed Products
- Products are shown based on the selected vendor and category.
- Only Simple and Variable products are available for sale through the POS.
- Grouped and Affiliate products are not supported on the POS system.
Adding Products to Cart
- Click on a product to add it to the cart.
- For Variable Products, the specific variation must be selected before adding to the cart.
Search Functionality
Products can be searched by typing product name, price, category, or brand in the POS search product field.
Customer Options
Existing Customers
- Vendors can sell to existing users in the system.
- When selected, the user's shipping information is pre-filled, and vendors can edit it if needed.
New Customers
Vendors can create new users by providing a name and email.
Walk-In Customers
Sales can also be made without selecting a user, intended for walk-in customers.
Order Management
Shipping Information
- Vendors can input shipping details for each order.
- For existing users, pre-existing shipping details are auto-populated but can be edited.
Discounts and Coupons
Vendors can: - Apply a discount amount directly to the order. - Use coupon codes to provide additional discounts.
POS Settings
Vendors can customize the POS receipt settings by clicking the Settings icon. Available options include: - Displaying customer Tax, Discount, and Shipping details. - Showing a QR Code in the search section so that vendors can add products to the cart via a scanner. - Adding a default Customer Note.
Cart and Order Placement
Cart Details
Vendors can view order details on the Cart Details page before proceeding to checkout.
Order Confirmation
- Upon submitting the order, a confirmation popup appears.
- Vendors must input the paid amount and select a payment type.
- There are three types of payment options: Cash, Cheque, and Card. All three types of payment are manual.
Order Completion
Once the confirmation is submitted: - The order is completed. - The receipt is displayed.
