WEB POS - Magento · 2017-07-04 · profitable actions! With Magestore’s Magento 2 POS integration extension, you will be able to create orders quickly and conveniently from an

1 Web POS Magento 2

Copyright (c) 2009 – 2016 www.magestore.com

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[email protected]

[email protected]

Phone: +1-415-954-7137

WEB POS

USER GUIDE

Extension Version 2.0

Magento Compatibility: CE 2.0

mailto:[email protected]



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Table of Contents

1. INTRODUCTION .......................................................................................................... 4

Outstanding Features ...................................................................................................... 4

Front-end POS essentials ................................................................................................ 4

Take orders & pick out products quickly ........................................................................ 4

Process payments with ease ............................................................................................ 5

Pull up customer data & record new info ....................................................................... 5

Get better in-store management ...................................................................................... 6

Peripheral Devices .......................................................................................................... 6

Others ............................................................................................................................. 6

2. HOW TO CONFIGURE ................................................................................................ 7

2.1. How to enable a payment method for Web POS .................................................... 7

2.2. How to set up a shipping method for Web POS ...................................................... 8

2.3. What is default customer & how to configure Default Guest Checkout ............... 9

2.3.1. What is default customer ....................................................................................... 9

2.3.2. How to configure Default Guest Checkout............................................................ 9

2.4. How to change logo of Web POS ............................................................................ 11

2.5. How to add a Web POS staff .................................................................................. 11

2.6. How to differentiate access permissions of Web POS users ................................. 14

2.7. How to connect Web POS with peripheral devices ............................................... 16

3. HOW TO USE.............................................................................................................. 17

3.1. How a Web POS user logs in & manages his account .......................................... 17

3.2. How Web POS user deletes/ reloads data in local manually ................................ 19

How to use: ................................................................................................................ 19

Notes: ........................................................................................................................ 19

3.3. How to filter & search products quickly ................................................................ 20

3.4. How to add products to cart .................................................................................... 22

3.4.1. Add products to cart: ........................................................................................... 22

3.4.2. Edit products in cart ............................................................................................. 23

3.4.3. Remove products in cart ...................................................................................... 23

3.5. How to add a custom sale item to cart .................................................................... 24

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3.5.1. What is custom sale item & what it is for ............................................................ 24

3.5.2. How to add Custom Sale to cart .......................................................................... 24

3.6. How to apply a coupon code or a cart discount ..................................................... 25

3.7. How to apply a custom discount or custom price to a product ............................ 26

3.8. How to handle customer information at checkout ................................................ 29

3.8.1. Customer Checkout ............................................................................................. 29

3.8.2. Guest Checkout ................................................................................................... 31

3.8.3. Customer list ....................................................................................................... 31

3.9. How to add comments to an order .......................................................................... 32

3.9.1. When you need to add comments ........................................................................ 32

3.9.2. How to add comments ......................................................................................... 32

3.9.3. How to check order comment ............................................................................. 33

3.10. How to process at checkout for a customer ..................................................... 34

3.11. Split & Partial Payment with Web POS ............................................................. 38

How to make payment via Web POS using multiple methods (split payment)........... 38

Process part of order payment and keep orders on hold ................................................ 39

How to make payment less than the due amount (partial payment) ............................ 41

3.12. How to keep orders on hold for further processing ....................................... 42

3.13.How to print receipt and email order information .............................................. 43

3.14. How to review orders ........................................................................................ 45

3.15. How to issue invoice for an order .................................................................... 47

3.16. How to create shipment or issue refund for an order ....................................... 48

3.16.1. How to create shipment .................................................................................... 48

3.16.2. How to issue refund ......................................................................................... 52

3.17. How to run sales report ........................................................................................ 54

3.17.1. Staff Report ...................................................................................................... 55

3.17.2. Location report ................................................................................................. 56

3.17.3. Payment Report ................................................................................................ 58

3.18. How to manage working shift .............................................................................. 60

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1. INTRODUCTION

Running a quick service, retail store or restaurant? Then you know how important it is

to have an effective POS to cut the long queue of customers waiting to check out. For

most of the time, your shop assistants have to carry out the checkout procedures for

customers, either in physical stores or when receiving orders through phone or email. So,

wouldn't it be great if this process could be hastened, helping save time for more

profitable actions! With Magestore’s Magento 2 POS integration extension, you will be

able to create orders quickly and conveniently from an admin panel on just a single

one page! Try now and you will be fascinated by its convenience and the

amount of time saved.

We would love to discuss your specific needs but we think you might like some of

our customer favorite features below.

Outstanding Features

Front-end POS essentials

Responsive web-based POS with native app UI/UX

Fasten order processing speed by saving local data in IndexedDB browser (HOT)

Take orders & pick out products quickly

Visualize product lists with thumbnail images

Search products by any product attribute, such as manufacturer, color...

Avoid adding out-of-stock product

Use barcode scanner to quickly add product to cart

Select/edit options of configurable, bundle, grouped products via popup boxes

Create custom sale items (e.g. for new arrivals) in 2 clicks

Keep orders on hold for further processing

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Process payments with ease

Apply custom discounts per item in cart

Apply custom discounts or coupon code on the whole cart

Apply discounts by percent or fixed amount

Apply split payments

Apply partial payments (NEW)

Select which payment methods are enabled for Web POS, set default payment

method

Set shipping fee for shipments made by Web POS

Enable partial shipment (NEW)

Process refund via POS & allow returning items to stock (NEW)

Enable to choose automatically generating receipts and shipment or not

Pull up customer data & record new info

Choose an existing or add a new customer when creating an order

Use the default customer info for guest checkout (No merchant account needed)

Edit customer info right on POS screen

Search customers by name, email, or address

Set customer’s account to subscribe newsletter or not

Assign customer’s account to different group

Manage customer’s sales, order & refund history (NEW)

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Get better in-store management

Set different roles for different staff, to manage order, discount and manage

inventory (UPDATED)

Set highest discount rate for each staff (NEW)

Control sales location

Record sales by staff or location

Run sales reports on daily, weekly, monthly basis or in custom period

Run Z-report for each working shift (NEW)

Peripheral Devices

Barcode reader

Receipt printer

Card Swiper (Authorize.Net & Stripe) (NEW)

Others

Magento POS integration is 100% Open Source

License Certificate valid for 1 live Magento installation and unlimited test

Magento installations (No license key required).

Magento POS system is easy to install and configure

User-friendly interface

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2. HOW TO CONFIGURE

Before using Web POS to check out, admin needs to configure it in backend first. Please

read the user guide carefully to know how to configure information you want.

2.1. How to enable a payment method for Web POS

To set up payment method for Web POS, go to Web POS > Settings > Payment for POS.

Then, you will be able to see:

- Applicable payments:

If you want to apply all payments, choose All Allowed Payments

If you want to apply some particular payment methods only, choose Specific Payments.

Then in Specific Payments field, select payment method as your preference. Hold Shift +

Click to choose more than one.

- Default Payment Method: the default mode is Cash On Delivery

If you want to set Credit Card to be the default payment method for instance, you first

have to choose it in Specific Payments field. Then, select option Web POS – Credit Card

in Default Payment Method field.

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2.2. How to set up a shipping method for Web POS

To set up Shipping Methods for Web POS, go to Sales> Web POS > Settings, then

choose Shipping for POS, the following page will be shown as below:

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- Applicable Shipping:

• If you want to apply all shipping methods, choose All Allowed Shipping

• If you want to apply some particular shipping methods only, choose Specific

Shipping. Then in Specific Shipping field, select shipping method as your preference.

Hold Shift + Click to choose more than one.

- Default Shipping Method: the default mode is Store Pickup.

If you want to set Flat Rate to be the default shipping method for instance, you first have

to choose it in Specific Payments field. Then, select option Flat Rate Shipping in the

Default Payment Method field.

2.3. What is default customer & how to configure Default Guest Checkout

2.3.1. What is default customer

Default customer is the customer whose information will be used for Guest Checkout or

when customer information is not enough, default value will be filled automatically.

2.3.2. How to configure Default Guest Checkout

To configure Default Guest Checkout, you go to Web POS > Settings > Default Guest

Checkout. You will see the configuration page as below:

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Fill in all information as you want to use as default, including Default Customer

ID, First Name, Last Name, Street, Country, State/Province, City, Zip/Postal

Code, Telephone and Email. After finishing, click on Save Config button to save your

work.



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2.4. How to change logo of Web POS

To change logo of Web POS, go to Web POS > Settings > General Configuration. In

this tab, you can see configuration as follows:

- Web POS logo: Upload your logo here. Please note that recommended size is 260*120

px and supported files are jpeg & png.

- Web POS Color: Enter code of the color

- Enable Delivery Date: Choose Yes/ No to enable/disable the field of Delivery Date for

shipment

- Session Timeout: An expired time limit for a logged in Web POS user which has been

inactive for a period of time.

- Allow Backorder: Choose Yes/ No to create order for temporarily out-of-stock products

After finishing, click on Save Config button to save your work.

2.5. How to add a Web POS staff

To add new user using Web POS, go to Sales > Web POS > Manage POS Staffs.

Here you can see a list of users that have been created.



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You can also export user list to csv/xml file or add new Web POS user.

Click on Add Staff button then you will be directed to the following page:

Fill in all information of the user, including User Name, Password, Password

Confirmation, Display Name, Email Address. Then you go to User Settings field.



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In this field you can set customer group, location, role and access to sales report for sale

staff.

Please note that to select the role for user, you need to add a role first. Please go to the

section: 2.7. How to differentiate access permissions of Web POS users for more details.

To edit a user, click on the Edit link in POS Staff page. Then you can edit information of

that user account.



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2.6. How to differentiate access permissions of Web POS users

To grant different permission for Web POS user, go to Sales > Web POS >

Manage Roles. The Role page will be shown. You can export role user list to csv/xml

file:

To add a new role, click on Add Role button in the top right corner. You will see

the New Role page. Here there are three tabs, including General, Permission and Staff

List.

In General tab, please make sure you fill in enough information

- Role Name: Enter a specific name for the role in order to find it easily

- Maximum discount percent (%): limit the highest discount percent that each user

role can offer customers

- Description: Enter text that describes the role



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In Permission tab, tick on users who will have corresponding permission in Web

POS system.

In field Resource Access, you can choose Custom or All. Choose All if you want users

having this role will have access to all resources, click on Save or Save And Continue

Edit button to save your work. If you choose Custom, you can tick to assign specific

permissions for that role.

In Staff list tab, tick on sale staff name that you want to assign this new role.

To edit a current role, click on "Edit" link on Role Manager page, then you will

be redirected to Edit Role page:



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When finishing editing, please click on Save or Save And Continue Edit button to save

the change.

2.7. How to connect Web POS with peripheral devices

Magestore Web POS extension can connect with Barcode readers, Card swiper &

Receipt printers.

Barcode readers: any devices that connect with ipad/laptop/pc (no matter through

usb port, wifi or bluetooth) - as long as the scanner can read barcodes & fill

encoded information into Web POS search box

Card swiper: only devices connected through USB port (supports Authorize.Net &

Stripe)

Receipt printers: any devices that connect with iPad/laptop/PC (no matter through

usb port, wifi or bluetooth).



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3. HOW TO USE

You have finished settings for Web POS, now please move to the part of HOW TO USE

Web POS for checkout

3.1. How a Web POS user logs in & manages his account

After you creates user with specific permission in using Web POS, you can send him

Web POS checkout link or guide him to access from Web POS backend by going to

Sales > Web POS > POS Checkout. Then, a login form will appear. User needs to fill

in your account & password to continue:

To manage his account, the user should go to Setting > Account:



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Then, click on Account tab and the user can see his/her information. The user can also

change his/her password if he/she wants.



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3.2. How Web POS user deletes/ reloads data in local manually

When to use:

In the first time a user log in to Web POS Checkout screen, the extension will load data

like products, customers, tax calculations, etc. to his local. Then the system will

automatically update new data about products, customers... when having any changes in

admin panel.

In some cases, a user's local data is not 100% synced with data in the back-end. If the user

notices any discrepancy, he can delete and reload data manually.

How to use:

To reload data, go to Setting > Synchronization then choose Reload (to reload each

category) or Reload All (to reload all data).

Notes:

For data storage, in case the user closes his browser or restarts the system, Web POS still

keeps all previous data so he can continue working without any problem.



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3.3. How to filter & search products quickly

In POS screen, you can configure to search products by going to Setting > General

In tab Catalog: Enable Display out-of-stock products in search results by

choosing Yes option.

Product Search section:

- Product Attribute(s) for Search: Select attributes by which you want to search

products. The default attributes are Name & SKU. If you want to search quickly by

barcode, choose barcode attribute. Hold Shift + Click to pick more than one.

In frontend, you can search products by 3 ways, which are categories, product

attributes and barcode



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Use categories: In frontend, you can click on All Categories link to quickly

search products by categories. Choose the corresponding categories as you prefer.

Use product attributes

To search by product attributes, click on Search icon, then a search bar will be shown.

Enter your search terms and matching products will display right away.



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Use barcode

- Connect Web POS with barcode reader devices (Please refer to 2.8. How to connect

Web POS with peripheral devices for more details)

- Scan barcode and then the barcode attribute will be filled automatically in the search

box (To set barcode attribute, go to 3.3. How to filter & search products quickly to

know more)

- The matching product will be shown in the list.

3.4. How to add products to cart

3.4.1. Add products to cart:

- With simple products, you just need 1 click to add them to cart

- With configurable, bundle, grouped products, after clicking, you will see a popup

shown to choose your option. Then, click on Add to cart button



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3.4.2. Edit products in cart

After adding products to cart, you can edit the quantity of each product by clicking on the

product that needs editing. A popup will display with edit option for Qty.

- To edit Qty., just enter a wanted number or click on +/-. The number of products

will be adjusted in the cart right away.

3.4.3. Remove products in cart

To remove products in cart one by one, click on “x” button of the corresponding

product. After that, the cart will be updated immediately. Or you can click on Empty

Cart icon to clear all products in the cart at one.



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3.5. How to add a custom sale item to cart

3.5.1. What is custom sale item & what it is for

Custom sale item is the item that Web POS user creates when checkout. It is used

when the product hasn’t been added to the system or Web POS user cannot find it in the

product list.

3.5.2. How to add Custom Sale to cart

In frontend, click on Custom Sale button if you want to add the custom product to cart.

A screen will be shown for you to configure this custom product

- Name: Enter the name of custom product

- Price: Enter the price of this product

- None/ Taxable Goods: Choose whether the product is subject to sales tax or not.

- Shippable: Choose whether the product will be shipped or not by turning on/off this

option



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After finishing configuration, click on Add to Cart button and check out as normally.

Please note that this custom sale product will not be saved for the next checkout.

3.6. How to apply a coupon code or a cart discount

After adding products to cart, to apply a coupon code or discount on the whole cart, click

on Add Discount link.

Then, a popup will display as below:

You can choose between using Discount or Promotion



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In Discount tab:

- Name: Enter a name for this discount as you will easily check it again

- Discount Type: Select discount by fixed amount or percentage

- Amount: Fill in discount value as you offer for your customers.

Then, the cart will be updated automatically after you click on Apply button.

In Promotion tab:

Just fill in available coupon you want to offer for your customers. The cart will be updated

automatically after you click on Apply button.

3.7. How to apply a custom discount or custom price to a product

After adding products to cart, besides editing the quantity of each product (refer to

section 3.4.2. Edit products in cart for more details), you can click on the product to

edit other information. A popup will display with edit option for Custom Price,

Discount. Remember that you can only change information by Custom Price OR

Discount, not both of them at a time for a product.



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You can set custom price for products by click on Custom Price button. The next

popup will be shown as below:

In this popup, please choose type you want to adjust for the price, according to fixed

number or percentage.

If you edit fixed price, the price will be changed to the price you have entered

If you edit by percentage, the price will be decrease by the percent you have

entered (it is similar to Discount by percentage)



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Then, products in cart will be automatically updated with the price you edit.

Editing discount for each product is similar to edit by Custom Price. Click on

Discount button and choose types of discount–fixed discount or percentage–you want to

adjust:

If you edit discount by fixed number, the price will decrease by the exact value you

have entered

If you edit by percentage, the price will decrease by the percent you have entered

(it is similar to Custom Price by percentage)

Then, the product price will be updated in the cart.



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3.8. How to handle customer information at checkout

3.8.1. Customer Checkout

To use Customer Checkout, add customer by clicking on Customer icon on the right

corner. You will see a screen as below:

Search customers:

In the search box, you can quickly find the customer by entering his name, email, phone

or address. Choose customer from suggested results in dropdown list.

The information of customer in the system will be auto updated in checkout step. To edit

it, please click on name of customer. In the popup, just edit the pieces of information you

want to change.



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Create new customer

If customer hasn’t been added in your system before, instead of searching, click on

Create New Customer button.

Fill enough information of the customer such as First Name, Last Name, Email, Group,

Shipping & Billing Address, etc. You can choose whether Billing Address is similar to

Shipping Address or not. Remember to click on Save button to save the customer

information for the next checkout.



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3.8.2. Guest Checkout

When you use Guest Checkout, the default customer that you configure in backend will

be used (Please hover to the section 2.3.1 What is default customer & how to

configure Default Guest Checkout to get more details). At checkout, all fields will be

auto-filled with that default information.

3.8.3. Customer list

Manage customer information is a new feature of Magento 2 Web POS. Customer

information including sales on that customer, order history, refund and complaints is stored

by the system. Sales staff can easily edit customer’s information, add new address or add

complaints. From Customer list, you can search for customer account by name, email or

telephone then click on button Use to checkout to checkout for that account.



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3.9. How to add comments to an order

3.9.1. When you need to add comments

In some special situations, to remember about your order, you can add comment to it so

that you will easily check it later. The comments on order are used internally.

3.9.2. How to add comments

Click on the Note icon in the top right corner and choose Add Order Note. Then a popup

will appear so you can add comment into the box.



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3.9.3. How to check order comment

In Web POS screen

To view comment of order, you can go to Orders tab in Web POS screen, choose an order

then scroll down to see Comment History.

In Magento backend

Go to Sales > Orders > click on a specific order. In order details page, scroll down to

Comment History tab to check whether it has any notes or not.



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3.10. How to process at checkout for a customer

You have been through steps to add products to cart and add customer, let’s move to the

checkout process.

When products are added to cart, click on Checkout button at the end of the cart

page

You will be redirected to the next page with information of Shipping & Payment Method



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In Shipping method tab: Tick to choose the shipping method

In Payment method tab:

For Web POS checkout, you can choose among applicable payment methods. There are 1

online and 3 offline payment methods for Web POS checkout, which are:

- Credit Card (Authorize.net & Stripe): Sale staff can fill in card information

manually or swipe card (if the POS system is connected with a card swiper).

Note: Card swiper can’t be used when you use iPad or tablets to checkout with POS

because they cannot connect through USB port. To know more about device connect,

please hover to the section 2.8. How to connect Web POS with peripheral devices



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- Cash-in: If you choose this payment, a screen will be shown for you to fill the

amount of money that customer pays. The remaining amount will be auto-

calculated.

- Cash on Delivery: Enter the reference number to easily track the payment



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- 2 Custom Payment option: You can change name of payment option as you

desire, for example: change Web POS – Custom Payment 1 into Bank transfer.

Sale staff can process order with Split Payment: For more information about Split

Payment, please go to section 3.11. Split Payment with Web POS.

Magestore Web POS is integrated with Authorize.net which is the default payment

method of Magento. You do NOT need to install these payment plugins into your site to

use it with Web POS.

After choosing payment method, click on Place Order button to complete checkout

process. There will be a notification as is shown below:



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3.11. Split & Partial Payment with Web POS

How to make payment via Web POS using multiple methods (split payment)

You can use more than 1 payment method for split payments when checkout with Web

POS. Let me give you an example.

Customer’s order value is $153

- Your customer wants to pay $100 in Cash on Delivery. Then, you fill in the blank

space Web POS – Cash On Delivery with the value of $100.

- For the remaining ($53), your customer wants to pay by cash. So, at this time, you

click on the Add Payment button and choose Web POS – Cash In. The remaining

amount ($53) will be automatically filled in Cash In box.



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Notes:

- Support multiple payment methods for one order

- Not require Cash in method as compulsory

Process part of order payment and keep orders on hold

With Web POS, you can also apply split payment when keeping orders on hold to

process part of order for your customers. For example, your customer wants to reserve the

good before it will be launched. His order value is $195. He pays $100 as reservation.

- When processing payment, choose Web POS – Cash In with the value of $100 and the

rest with COD (or other payment methods as you wish).

- After finishing creating order, in the next step, don’t create invoice or shipment for this

order. To do this, you need to turn off Mark as shipped and Mark as paid as in the

following screenshot.



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Click Back button to return to items selecting and press Hold to keep orders on hold. For

more information about On-hold Orders, please go to section 3.13. How to keep orders

on hold for further processing.



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- After the customer is ready to complete the whole order payment, go to On-hold

orders and choose that order to continue processing. However please note that this

kind of order will not be recorded in backend and order value will not be counted in

report.

How to make payment less than the due amount (partial payment)

This new feature of Magento 2 Web POS allows customers to pay for parts of the

purchase orders first and pay the rest later. In other words, customers can pay less than

the due amount of money using multiple payment methods.

When you check Order History, you will see the Take Payment button in each order

that has been paid partially or unpaid yet. To pay for the due amount, you click on this

button and choose the appropriate payment methods.

You can create invoice for the paid amount. The system requires you to fulfill the due

amount before creating invoice.



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3.12. How to keep orders on hold for further processing

Your customers can't make up their minds yet, or are unable to make a payment

meanwhile? They may want to purchase items that are for pre-order or currently out of

stocks? You don't want to lose those potential customers, don't you? Then, Web POS's

new feature can put these orders on hold - no limit in time - until they are ready to

continue processing!

After adding products to cart, you can choose Hold to put the order into On-hold

Orders section.

To check orders that have been put on hold, select On-hold Orders section. List of

on- hold orders is recorded. You may select Continue Processing whenever

customer is willing to take final action for payment or you may Cancel it if it is not

effective anymore.



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3.13. How to print receipt and email order information

You can print receipt or email order information right after creating an order.

The receipt will look like the screenshot below:



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And here is the email of order information:



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3.14. How to review orders

In POS screen, you can review orders by choosing Order History tab. Here you can see

the order list and order details:

Order status

In order list, the status of order is distinguished by color

- Complete: Green (When you ship order AND create invoice)

- Processing: Blue (When you ship order OR create invoice)

- Pending: Orange (When you create order successfully but have not shipped order

and created invoice)

- Canceled: Gray (When you cancel the order)

- Not synced: Red (When order’s data has not been synced to the system)

- Closed: Black (When order has been refunded)



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Order searching

To quickly find an order to review, you can search it by Order ID or Customer’s

Name/Email.

View order information

To view detailed information, click on your wanted order. Please make sure that you have

permission to check it. The detailed order will be shown like the image below:



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3.15. How to issue invoice for an order

The order can’t be complete if you haven’t issued invoice for customer. After the order is

created successfully, you will find order’s details on tab Order History then click on tab

Invoice.



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A pop-up will appear so you can enter the quantity of item to be invoiced. Then you

click on button Submit invoice to complete the action. You can choose whether to send

email to customers about the refund or not.

3.16. How to create shipment or issue refund for an order

3.16.1. How to create shipment

There are two ways to create shipment using Web POS: before placing an order and

when reviewing order.

Before placing order

Before an order is created by clicking Place Order, you can create shipment by turn it

on as below:



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After verifying shipment method, the system will automatically load to Successful Order

Page.



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After placing order

When order has been created successfully but hasn’t been shipped, you can go to Order

History and create shipment for that order.

Partial shipment:

If customers want the orders to be shipped in 2 or more consignments, sales staff can

enable Partial Shipment function. When you create order, remember to turn of button

“Mark as shipped”. After placing order successfully, you find that order in Order History.

Then you click on the icon on the right corner and choose Ship. A pop-up then appears so

you can enter the number of items to be shipped of each product.

Note: Only orders that have been synced can be shipped.



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3.16.2. How to issue refund

Customers can get refund in either points or in cash. With Magento 2 Web POS extension,

you can enable refund by reward points default of Magento 2.

To issue refund, go to Orders tab in POS screen, you choose the order that is required to

refund. Click on Submit Refund button in the end.

A popup will display so that you can fill in the information before making refund. Tick

Return to stock if you want to return those items back to your stock.



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After that, you will get the message informing that credit memo is created successfully.

Please make sure you have permission to issue refund.

Adjustment Refund: The fee customers might have to pay for your store when requesting

refund.

Adjustment Fee: The compensation customers get from your store if they have to request

refund.



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3.17. How to run sales report

Magento 2 Web POS provides you 10 types of reports which help you get deeper into

your business performance. To view reports, you choose tab Sales/ Report on Magento

backend. There will display 10 types of report as on the image below:

Note:

You can export each report into Excel XML or CSV file.

You can view report in any custom time period.



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3.17.1. Staff Report

On Staff report row, there are 3 types of reports: Sales by staff, Sales by staff (Daily) and

Order list for staff.

The Sales by staff report shows the number of orders and total sales created by each sale

staff in any custom period.

The Sales by staff (Daily) expresses the number of order and total sales created by each

staff each day in the time period that you choose.



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In the Order list for sale staff, you can view all order information including ID, value,

history and status of each order created by any or each specific sale staff.

3.17.2. Location report

Similar to Staff report, the Location report has 3 different reports including Sales by

location, Sales by location (Daily) and Order list for location.

The Sales by location report shows the number of orders and sales created in each

location, in any custom time period.



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The Sales by location (Daily) report shows the number of orders and sales created in each

location by each day.

In the Order list for location, you can view all order information including ID, value,

history and status of each order created by all or each specific sale location.



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3.17.3. Payment Report

The section of Payment Report has 4 different types of report including Sales by payment

method, Sales by payment method (Daily), Order list for payment method and Sales by

payment method for location.

The Sales by payment method displays the number of orders and sales paid by each

payment method in a custom time period.

The Sales by payment (Daily) report shows the number of orders and sales created by

each payment method by each day.



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In the Order list for payment method, you can view all order information including ID,

value, history and status of each order created by all or each specific payment method.

The Sales by payment method for location displays the number of orders and sales

created by each payment in each sale location.



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3.18. How to manage working shift

In version for Magento 2, Web POS dives deeper into working shift management with Z-

report after each working shift.

Open working shift

To open a new working shift, you need to go to tab Register Shifts.

When you click on the icon on the top right corner, a popup will appear so you can fill in

information to open a new working shift:

- Float amount: The cash amount left in cash drawer from the previous shift.

- Note: Add note for this shift



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Then you click on Done, a new working shift is opening and now on until you close this

shift, all transactions will be recorded to this shift management.

In the working shift, if you need to add/remove cash from cash drawer, you can click on

button Make Adjustment then fill in the box the amount added/ removed. The system will

record the balance change in your shift.



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Close working shift

When your working shift ends, you go to Register Shifts tab to close shift. You choose

the open shift and click on button Close shift.

- Cash Counted: The amount of cash in cash drawer is counted manually

- Cash Left: The amount of cash is left in cash drawer for the next shift

Z-report

Z-report shows the cash drawer balance in a certain time like a shift or a working day.

The Z-report records opened – closed time of each working shift, with details of

transactions, sales and sales by payment methods.



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We hope that this manual is useful to help you master Magestore Web POS for Magento. If

you have any concern, feel free to send us your questions, we would be glad to assist you.

Enjoy making sales 10x times faster!

https://magestore.zendesk.com/hc/en-us

Documents

WEB POS - Magento · 2017-07-04 · profitable actions! With Magestore’s Magento 2 POS integration extension, you will be able to create orders quickly and conveniently from an