Magento 2 Market Point of Sale

The point of Sale (POS) refers to a system where the store owner can create the order from his physical store using the POS and the order will be generated in the Magento.

Magento 2 Multi-Vendor Point of Sale module enables the marketplace sellers to sell their Magento products in the retail stores and the respective orders will be created in the Magento store. The marketplace sellers can even create the multiple salespersons/cashiers for their outlet.

The system works in online and offline mode both. All the orders and transaction are saved locally in offline mode. The salesperson can easily synchronize the offline data to the online data in the presence of internet.

The admin can create multiple physical outlets for his/her online store and associate products with them.
The admin and seller can create multiple cashiers
Separate Panel for sales agent for sales management.
Admin and seller can Print Barcode Slip.
Add Invoice logo from the configuration.
Product Inventory division for Web and POS through configuration.
Mass Inventory Assignment to the outlet / All Inventory Assignment to the outlet.
Default Customer and Address assignment to the outlet.
New customer can be added from the Sales agent POS panel.
Easy real-time synchronization of sales and transactions.
Easy centralized inventory and sales management for the admin.
The products can be added to cart in three ways- on clicking the product, through SKU and through 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 Product list and Category list can be Refreshed from the frontend.
Hassle-free payment and checkout process.
Sales agent can hold an order or cart.
Sales agent can change among multiple languages and currencies.
The sales agent can view the cash drawer for computing the profit generated in a day or days by them.
Sales agent can even file the return and generate cash memo for the product(s).

Product support type for now- Simple and virtual.
The Magento POS connects to the Printer, and barcode reader. It doesn’t connect directly with the cash drawer and card swapping machine.
POS requires a browser to work on it.
POS supports 7.5 screen size minimum.

Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento 2 root directory on the server as shown below.

After the successful installation, you have to run these commands in the Magento2 root directory.

First command – php bin/magento setup:upgrade

Second Command – php bin/magento setup:di:compile

Third Command – php bin/magento setup:static-content:deploy

After running the commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management as shown below.

After the module installation, the admin will configure the module settings by navigating to the Stores -> Configuration -> Webkul -> Marketplace POS as per the below image.

General Settings

Enable POS: Select “Yes” to enable the module at the frontend. Else set “No” to disable the module at the frontend.
Enable POS For Seller: Select “Yes” to enable the module for the sellers. Else set “No” to disable the module for sellers.
Effect Main Product Inventory: Set “Yes” to update the main inventory of the product for POS orders. Else set “No” to update only outlet inventory.

Barcode Settings

Generate Barcode on the basis of custom attribute: Select “Yes” to create the barcode of the product on the basis of the custom attribute. Else the barcode gets created on the basis of SKU by default if selected “No”.

Attribute: If above option is set to “Yes”, the “Attribute” option gets displayed to define the custom attribute for which the barcode of the product will get created.

Customise Receipt

The admin can enable the various details depicted in the above image will get displayed on the customer receipt of POS by selecting the Yes. Else set No.

And if the admin has set “Display Customer Note” to “Yes”, the “Note For The Customer” field will get displayed as per the below image.

In the “Note For The Customer” field, the admin will enter the note for the customer.

POS Management – Admin End

Now after module configuration, the admin will have POS menu as per the below image.

Here, the admin can view several menu options to manage the POS module.

Add/Manage Outlet – Admin End

Under this section, the admin will manage the multiple POS Outlets.

View the complete list of the outlets.
Edit the existing outlets by clicking the Edit link.
Create new outlets by clicking the Add New Outlet button.
Update the outlets by performing the actions from the Action drop-down list as per the below image.

From the Action drop-down list, the admin can:

Delete Outlets: Select the outlets from the list which the admin wants to delete and hit the “Delete Outlet” option.
Disable Outlet: Select the outlets from the list which the admin wants to disable and hit the “Disable Outlet” option.
Enable Outlet: Select the outlets from the list which the admin wants to enable and hit the “Enable Outlet” option.
Bulk Assign Product: Select the outlets from the list for which the admin wants to assign the products in bulk and hit the “Bulk Assign Product” option. This will navigate the admin to the Bulk Assign Product Inventory page as per the below image.

To assign the products in bulk, the admin will:

First, download the “Sample CSV” by clicking the Download Sample CSV link.
Edit the CSV and update the products in the CSV which the admin wants to assign.

And after updating the CSV, the admin will upload the CSV file clicking Choose File button and hit the Upload button.

Clicking the Add New Outlet button, the admin gets navigated to the “Outlet” page as per the below image. Here, the admin will configure the outlet information.

There will be two section to configure the POS outlet details:

Define the Outlet Name.
Enter the Outlet Address.
Set the outlet Status.

Select the products to assign them to the outlet by checking the checkbox.
And define the quantity of the product assigned to the outlet.

Add/Manage Cashier – Admin End

Under this section, the admin will manage the multiple cashier managers.

View the complete list of the cashiers.
Edit the existing cashier accounts by clicking the Edit link.
Create new cashier account by clicking the Add New Cashier button.
Update the cashier account by performing the actions from the Action drop-down list as per the below image.

From the Action drop-down list, the admin can:

Delete Cashiers: Select the cashier from the list whose account the admin wants to delete and hit the “Delete Cashiers” option.
Disable Cashier: Select the cashier from the list whose account the admin wants to disable and hit the “Disable Cashier” option.
Enable Cashier: Select the cashier from the list whose account the admin wants to enable and hit the “Enable Cashier” option.

Clicking the Add New Cashier button, the admin gets navigated to the “New Cashier” page as per the below image.

Here, the admin will configure the cashier account information:

Image: upload an image of the cashier.
Full Name: enter the full name of the cashier.
Email Address: enter the email address of the cashier.
Contact No.: enter the email contact no. of the cashier.
Tax/Vat Number: enter the Tax/Vat number.
Password: enter the password of the cashier account.
Confirm Password: confirm the password of the cashier account.
Sort Order: define the sort order of the cashier.
Outlet: assign the outlet to the cashier account
Status: enable or disable the cashier account.

Under this section, the admin can view the complete list of POS orders.

To view, the complete order details click View Order details.

Print Barcode Slip – Admin End

The Barcode Slip could be printed by navigating to the Product>Catalog. On the Catalog page, the admin needs to select products for which Barcodes need to be printed. And, from the action drop-down list select Print Barcode Slip.

POS Management – Seller End

The seller panel will have POS menu as per the below image.

Here, the seller can view several menu options to manage the POS module.

Manage POS – Seller End

Under this section, the seller can view the complete list of POS orders.

To view, the complete order details click View Order details. The seller can even log in to the POS by clicking the Use POS button.

Here, the seller will enter the credentials to log in the POS.

POS Products – Seller End

Under this section, the seller will assign the products to the POS outlet.

Assign the products to the POS outlet. For this, under the column POS Status the sellers will check the checkbox of the products which they want to allocate to the POS outlet. And define the assigned POS product quantity under the column Assigned POS Quantity.
Print the barcode for the products. For this, the seller selects the products for which they want to print the barcode and hit the Print Barcode button.
Bulk assign inventory of the POS product. For this, the seller clicks the Bulk POS Inventory Upload button. This will navigate the seller to “Pos Bulk Inventory Upload” page as per the below image.

To assign the products in bulk, the seller will:

First, download the “Sample CSV” by clicking the Download Sample CSV link.
Edit the CSV and update the products in the CSV which the admin wants to assign.

And after updating the CSV, the seller will upload the CSV file clicking Choose File button and hit the Upload button.

Manage Cashier – Seller End

Under this section, the seller will manage the multiple cashier managers.

View the complete list of the cashiers.
Edit the existing cashier accounts by clicking the Edit link.
Create a new cashier account by clicking the Add Cashier button.
Update the cashier account by performing the actions from the Action drop-down list as per the below image.

From the Action drop-down list, the seller can:

Enable: Select the cashier from the list whose account the seller wants to enable and hit the “Enable” option.
Disable: Select the cashier from the list whose account the seller wants to disable and hit the “Disable” option.
Delete: Select the cashier from the list whose account the seller wants to delete and hit the “Delete” option.

Clicking the Add Cashier button, the seller gets navigated to the “Add POS Cashier” page as per the below image.

Here, the seller will configure the cashier account information:

Image: upload an image of the cashier.
Full Name: enter the full name of the cashier.
Email Address: enter the email address of the cashier.
Contact No.: enter the email contact no. of the cashier.
Tax/Vat Number: enter the Tax/Vat number.
Password: enter the password of the cashier account.
Confirm Password: confirm the password of the cashier account.
Status: enable or disable the cashier account.

Point Of Sales Panel – Frontend

The POS panel link can be obtained by adding “/vendorpos” to the base URL of the website.

For eg. www.example.com/vendorpos

The user can easily log in the POS System (fronted) by using the Username (email address) and Password which is created by admin/seller.

After the sign-up, the sales agents will be redirected to their POS panel as per the below image.

The POS panel shows all the products in the default category. The salesperson can change the category to view the product category wise.
Product Search for searching the product by Name and SKU.
Offline/Online mode indicator. The green icon shows online mode and the grey icon shows offline mode.
Cart Hold icon can be used for holding a cart. The held cart can be continued for processing by the salesperson.
Synchronise button icon to synchronize offline data to online data in the presence of internet. The salesperson can view offline mode orders by navigating to Offline Orders in the POS menu.
The cart icon shows the count of the products present in the cart.
The salesperson can add a product to the cart by clicking on it. The number of clicks on the product is the number of unit of the products added to the cart.
Cart area has all the product with quantity detail. The salesperson can directly delete products from the cart.
The salesperson can use a barcode reader to add products to the cart by enabling Barcode Reader input via Barcode button.
And can add products to the cart by product’s SKU.
The Full-Screen button helps in expanding the view of the screen to full screen. You can exit Full-Screen mode by clicking back on the same Button.
Salesperson POS menus for sales management like Orders History, Orders on hold, Offline Orders, Cash Drawer etc.

Adding Products To Cart

The salesperson can add products via multiple methods. The products can be added by clicking on the products, by product SKU, and through Barcode (via Barcode reader).

Adding Products By Clicking

The salesperson can add products by clicking on the products. The number of clicks on a product is the number of units of that product added to the cart.

The salesperson can view the products category wise by choosing a category from the category select drop down.
Product search is for searching a product by name or SKU.
The products of the cart can be deleted by Delete Product icon button present on each product is shown in the cart.
The Products are shown in the cart with details like the name of the product, unit of product, price per unit and the total price of the product by adding all units price.
The salesperson can see the subtotal and grand total price of the cart.
The salesperson can change the quantity of a product by selecting the product and clicking on the “Quantity” button icon. And can give the required quantity and save it by clicking on “Done” button.
The salesperson can directly delete the whole cart by “Delete Cart” button.

Adding Products By Using Barcode Reader

The salesperson can add products to the cart by scanning the barcodes of the products by a barcode reader.

Please Note: The barcode reader must be attached to the salesperson system for adding the products to the cart via barcode option.

Barcode icon button is for enabling the input from the barcode reader to add a product to the cart.
After clicking on “Barcode” icon a pop-up window appears. Scan the product’s barcode from barcode reader to add the product to the cart.
Unit of product in cart increase with number scan of a product.

Adding Product By Using Product’s SKU

The salesperson can add products to the cart by their SKU.

On clicking the SKU button a popup screen appears, through which the salesperson can add products to the cart.
The salesperson will enter the product’s SKU and press enter to add the product to the cart.
Unit of product in cart increase with number times the SKU has been entered.

Customer Management By Sales Person

The salesperson can choose/add customer for which the order has to be made. Click on Choose/Add customer icon.

The salesperson can choose a customer from the registered customer list. And can search registered customers by name.

If a customer is not registered to the store, the salesperson can add customer by clicking on “Add Customer” icon.

Full Name of the customer.
Email-Id of the customer.
The telephone number of the customer.
Street Address of the customer
Street Address 2 is for a much detailed street address.
City name of the customer.
Zip/Postal Code of the customer’s location.
Country name of the customer.
State of the customer.
The salesperson click “Continue” to register the customer and redirecting to the Place Order page.

Now the salesperson will complete the order by placing the order to generate the invoice.

The customer is registered, select the customer from the registered customer list and click on “Pay” button. Clicking the button the Place Order page will appear on the screen.
The customer is not registered, the salesperson will add the customer and click on “Continue” to register the customer and redirecting to the Place Order page.
Custom Message is meant to add a note to admin for any order.

The place order page shows the name of the customer.
Total Payable is the total amount of products in the cart, Amount paid is the amount paid against the total amount. The Change is the extra amount paid back to the customer.
Address of the customer can be chosen and saved by the “Done” button. The customer can change/add an address of the customer by clicking on the Edit button. You can review customers address and can change the address by clicking on “Add New“. A page related to the address details will open where you can edit the address, change the address and continue to place the order with a new address.

The salesperson clicks on Place Order to place the order and can Print the invoice.
And move to next order.

The salesperson can put a cart on hold by clicking on “Put cart on hold” icon situated on the right side of the header.

The salesperson can navigate to the “Order on Hold” through POS menu icon -> Order on Hold.

After Clicking on the Orders on Hold tab the salesperson will be redirected to the orders on hold.

List of orders on hold.
Order Details including the product information along with the price and grand total.
The salesperson can Re-cart the held order to continue the processes.
The salesperson can Remove Cart from the held order list.

The salesperson can check the orders by navigating through POS menu -> Orders.

List of the orders including all the online and offline orders.
Order Detail of each order.
Customer Details like name and address.
Date, time and time zone of order.
Payment method detail.
Print Invoice button to print the invoice.

The salesperson can check the offline orders by navigating through the POS menu -> Offline Orders.

List of the offline orders includes all the offline orders.
Offline Order Detail of each order.
Customer Details like name and address.
Date, time and time zone of order.
Payment method detail.
Print Invoice button to print the invoice.
Sync Order button to synchronize the offline order to online orders and data.

As the salesperson Sign in, he checks the cash amount in his Cash Drawer. After checking, the amount is submitted initially just after the Sign in.

The Credit amount is the amount taken by the salesperson from the customer against the payable amount of an order.
The Debit amount is the return of extra money as a change to the customer.
The Balance is the net amount added to the cash drawer after debit and credit.
Opening Balance is the starting balance amount in the cash drawer.
Closing Balance is the closing amount is the cash drawer after a set of work hour.

This eliminates the reloading of the whole page. It refreshes the product list for the changes done by admin is reflected on the frontend.

This eliminates the reloading of the whole page. It refreshes the category list for the changes done by admin is reflected on the frontend.

Portal Map

Portal Market Access Program