OMNICHANNEL SOLUTION GROWTH PACKAGE - USER GUIDE FOR MAGENTO 1


INTRODUCTION

Having seamless integration between POS (Point of Sale) and Inventory Management brings huge benefits to retailers. Magestore understand this issue deeply. Hence, in our continuous effort to give the best to e-commerce businesses, we offer you an [Omnichannel Solution] (https://www.magestore.com/omnichannel-retail) - Growth package for Magento 1. This product is tailor-made for online-to-offline retailers with one single warehouse which includes 2 essential functions i.e. POS and In-stock Management.

In this detailed user guide, we’re glad to show you how to use and take advantage of this product. With the latest upgraded version, we hope that you will enjoy and greatly benefit from our solution.


HOW TO CONGIFURE

WEB POS

Add New POS and Assign It to Cashier

Create A New POS

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Path: Sales > Web POS section > Manage POS

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Click on Add POS button. Then you will be linked to the New POS site

There are 4 sections will be displayed, including POS Information; Cash Denominations; Close Sessions; Current Sessions Detail

POS information

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(1) POS Name: enter POS’s name.

(2) Location: POS’s location. Note that multiple POS can link to one location. Here, admin can choose the location created and mapped to Warehouse. So that, the admin can control both warehouse and location easily (see Section 4.5.2. Mapping Locations - Warehouses).

(3) Current User: Staff is working on the POS.

(4) Status: select to Enable or Disable this POS

Closed Sessions

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This section will display the statistics of Closed Sessions after staff working days. When you create a brand-new POS, this section is empty, and it will be updated automatically after being used in reality.

Current Session Detail

The same situation happens with Current Session Detail for the brand-new POS. No data is saved, and it will display like this:

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And here is the performance of working POS:

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Assign New POS to Cashiers

Path: Sales > Web POS section > Web POS Permissions > POS Users

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(1) Add User button: to add POS to new cashier, click on this button and follow the guide in the Section 3.2. How to manage staff in Web POS

(2) Action field: to assign POS to recent cashiers, click on Edit, then:

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On the User Settings tab, edit these fields:

(1) Locations : select the locations your staff are working

(2) POS: select POS that you want to assign to your cashier (can choose more than one by holding Ctrl + Click)

(3) Role: edit role (if needed)

(4) Status: choose Enabled if you want to activate the staff work

Diffirentiate Access Permission

Refer to the Section 3.2. How to manage staff

General Settings

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(1) Web POS logo: Click on Choose File to upload your Website Logo. 
Please notice that: Recommended image size: 260x120 px and supported file: jpeg, png

(2) Web POS Color: Enter the Hex Code of your Web color

(3) Enable Cash Drawers: Choose Yes to enable Cash Drawers

(4) Enable Delivery Date: Choose Yes to enable Delivery Date

(5) Allow to sync orders out-of-stock items: Choose Yes to sync orders of out-of-stock items

(6) Session Timeout: Enter the number of seconds

(7) Integrate with Pole Display device: Choose Yes to integrate with Pole Display Device. You should install Customer Pole Display’s Driver. After that, you need to install the desktop application to connect your PC/ Laptop with the pole.

Notes: after purchasing Magento Omni-channel Module, you can download the Pole Display integration file which contains these following files & folders:

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Then follow these steps:

Step 1: Install the .NET Framework 4.5.2 Open the folder .NET Framework 4.5.2 Run NDP452-KB2901907-x86-x64-AllOS-ENU.exe file and install it to

Step 2: Install the USB to Serial COM setup Open the folder USB to Serial COM Run CDM21224_Setup.exe and install it to your computer

Step 3: Run the Pole Integration.exe file

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You need to open this program when using Web POS to use Customer Pole Display

(8) Default Website: Choose your Default Website

(9) Need to confirm before deleting order (App only): If you use Web POS App on mobile or tablet, choose Yes to allow a Confirmation Pop-up that you want to delete order

(10) Need to create session before working (App only): With Web POS App users, choose Yes to activate creating session before working

(11) Active Key for using App: Enter your activation code to use Web POS App

Set up Shipping Method

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(1) Offline shipping Methods: Choose Offline shipping methods that you offer for your customer, including: Fixed Flat Rate, Free Shipping, Store Pickup, Custom Method

(2) Default Shipping Method: Choose Default Shipping Method. There are various options for you to choose. If you don’t have any, choose None

Enable Payment Method

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(1) Applicable Payments: If you choose Specific Payments, a Specific Payments field will appear for you to choose your preferred payments.

All Allowed Payments, then you allow all payments on the POS (the Specific Payments field will NOT appear)

(2) Default Payment Method: Choose Default Payment Method. If you don’t have any, choose None Notes: If you also use Web POS App on mobile and tablet, notice these following steps:

(3) Allow Customer pay via PayPal:

If you choose No, then your customers cannot pay via PayPal service

If you choose Yes, then

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[1] Enter your application Client ID and your Application Client Secret

[2] Choose Yes to activate Sandbox Mode for better security

[3] Choose Yes to allow PayPal Here on Web POS

(4) Redirect URL: Redirect your byers back to your website after completing the payment.
You need to sign in your PayPal account. Then, select Profile > Profile and Settings > My setting tools > click Update next to Website Preferences > Select On next to Auto Return > In the Return URL field, enter the URL where you want to send your payer after payment is completed (you can copy and paste the link we provide to test)

(5) Allow customer pay via authorize.net: Choose Yes if you want to allow customer to pay via authorize.net

(6) Allow customer pay via Stripe: Choose Yes if you want to allow customer to pay via Stripe

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(1) Product Attribute(s) for Search: Select your preferred Product Attribute(s) for Search.

Notes: Only select necessary attributes, or else the loading speed will be slow

(2) Barcode Attributes: Select Barcode Attributes. You can only change this configuration if you already have a barcode attribute

(3) Show inactive categories: Choose No to hide inactive categories for your Web POS Store View

Configure Default Guest Checkout

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Fill in the Default Customer ID.

OR ELSE, you can set the field blank to create automatically a new customer with information fields below it. Then, you fill in First Name, Last Name, Street, Country, State/Province, City, Zip/Postal Code, Telephone and Email

Configure Default Email

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(1) Orders

Choose Yes to activate automatic Order Confirmation Email

The Email Template is set as the Store’s Default Template

(2) Invoices

Choose Yes to activate automatic Invoice Email The Email Template is set as the Store’s Default Template

(3) Shipments

Choose Yes to activate automatic Shipment Email

The Email Template is set as the Store’s Default Template

(4) Credit Memos

Choose Yes to automatically send your customers email about their Store Credit Transaction

The Email Template is set as the Store’s Default Template

Configure Receipt Printing

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(1) Choose Yes to activate Auto-print Receipt After Placing Order.

Notes: The function cannot work if your browser blocks automatic pop-up.

(2) Content:

Choose fonts: Monospace or Sans-serif

With Footer and Header Text, you can fill in the content and choose simple HTML tags.

(3) Optional Fields: Choose Yes to show Web POS logo, Cashier name, Comment and Barcode (encode order increment ID)

How WEB POS Works with Peripheral Devices

Magestore’s Web POS module can connect with Barcode readers, Card swiper & Receipt printers.

Barcode readers: are any devices that can connect with iPad/Laptop/PC (including USB Port, Wifi or Bluetooth). 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

Retailer POS

Path: Sales > Web POS section > Settings

Note: Most settings for Retailer POS like shipping, payment, etc. are the same with Web POS. Please refer to the section 2.1.Web POS for more details.

This section only mentions the settings that are specifically for Retailer POS

Set Up General Information

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Need to confirm before deleting order (App only): requires cashier to confirm again before he/she can delete an order during checkout.

Active key for using App: enter the key required to activate the app.

Set Up Shipping Method for Retailer POS

Our Retailer POS allows customers pay for their order via Authorize.net and Stripe. Enable this payment in Retailer POS frontend by selecting Yes in their setting.

There is also detailed installation guide and Test the API connection function available for each method.

For other shipping settings, please refer to the section 2.1.4. Set up Shipping Method

Connect Retailer POS with Peripheral Devices

Magestore’s Retailer POS module can connect with Barcode readers, Card Swipe, Wireless Cash Drawer & Receipt printers

  • Card Swipe (via Audio jack)

  • Receipt printer

  • Barcode scanner (connected via Bluetooth device/iPad camera)

  • Wireless Cash Drawer

Muti-warehouse Management

Stock Control Configuration

Path: Inventory Management > Settings

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Then you will access to a page as below:

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(1) Link warehouse to Magento Front Store View: In managing a Warehouse, you can link Warehouse to a Front Store View (path: Stock Listing > Warehouses > Click View > Warehouse Information section > General Information > Magento Store View with screenshot below). Note that you can link a warehouse to one or multiple store views.

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  • If you enable Link warehouse to Magento Front Store View by choosing Yes here, stock in warehouse will be displayed on the linked store view. When customers buy on this store view, stock quantity will be deducted from this linked warehouse.

  • If choose No, stocks in all warehouses will be shown on the store view.

(2) Adjust Stock by entering the change Qty.:

  • If this feature is enabled, when adjusting stock, you can enter the difference quantity and the system will calculate the final balance in warehouse.

  • If this feature is disabled, you need to enter the exact quantity of stock in warehouse and the system will receive this figure as the latest available quantity of product.

Stock Option

_Path: System > Configuration section > Catalog > Inventory > Stock Options

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(1) Decrease Stock When Order is Placed: Select Yes in the dropdown list to adjust the quantity on hand when an order is placed.

(2) Set Items’ Status to be In Stock When Order is Cancelled: Select Yes in the dropdown list to return items to stock if an order is cancelled.

(3) Display Out of Stock Products: Select Yes in the dropdown list to continue to display products in the catalogue that are no longer in stock.

(4) Only X left Threshold: Enter the number in the blank to display the message: Only x left on website when the quantity in stock reaches the threshold.

(5) Display products availability in stock in the frontend: Select Yes in dropdown list to display an In Stock or Out of Stock message on the product page.

(6) Click on Save Config button to finish.

Product Stock Options

Path: System > Configuration section > Catalog > Inventory > Product Stock Options

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(1)Manage Stock: Select Yes to activate inventory control for your catalog.

(2) Backorders: select

  • Backorders to one of the following status:

  • No Backorders to reject backorders when product is out of stock.

  • Allow Qty. Below 0 to accept backorders when the quantity falls below zero.

  • Allow Qty. Below 0 and Notify Customer to accept backorders when the quantity falls below zero, and notify the customer that the order can still be placed.

(3) Maximum Qty. Allowed in Shopping Cart: Enter the Maximum Qty. allowed in Shopping Cart.

(4) Qty. for Item’s Status to Become Out of Stock: Enter the quantity for Item's Status to become out of stock.

(5) Minimum Qty. Allowed in Shopping Cart: Enter the Minimum quantity allowed in Shopping Cart.

Next,

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(6) Notify for Quantity Below: Enter the stock level that generates notification showing the item is out of stock.

(7) Enable Qty. Increments: Select Yes to activate quantity increments for the product. Then in the Qty. Increments field, enter the number of the items that must be purchased to meet the requirement mentioned above.

(8) Automatically Return Credit Memo Item to Stock: Select Yes to return the item to inventory by default when a credit memo is issued for the item.

Finally, click on Save Config button to save changes.

Inventory Report

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_Path: Retailer Reports > Setting

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The configuration setting of Retailer Reports has 2 tabs: Historical Report Configuration and Sales Report Configuration

Historical Report Configuration

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(1) Duration: The system only saves your historical reports within this period. You can choose from the drop-down list among Last 7 days, Last 30 days or Last 3 months.

(2) Use Cron to auto update: Choose Yes to use Cron to auto update the reports

(3) Auto Update Time: Choose a time schedule when the reports will be automatically update

Sales Report Configuration

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To automatically update Sales Report, choose Yes

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

Barcode Management

Path: Barcode Management > Settings

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(1) One barcode per product SKU: select Yes if you want to set ONE barcode/product SKU

(2) Barcode patterns: enter the barcode pattern used to generate barcodes.

For example,

[A.8]: 8 alpha characters

[N.4]: 4 numberic characters

[AN.6]: 6 alphanumeric characters

BAR[A.4][AN.6]: BARADFA12ND0O

(3) Default barcode template for pricing: select Standard, A4 or Jewelry

Purchase Management

Path: Purchase Management > Setting

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In the Purchase Configuration, there are 5 tabs: Product config, Shipping Method, Payment Method, Payment Term, and Tax and Shipping

Product Config

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In this tab, you can choose to get product from Supplier or All store

Shipping Method

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Here you can add/edit/delete Shipping methods for purchase orders. Click Add, enter name of the shipping method and set its status (Enable/Disable). Click Delete to delete a shipping method. 

Payment Method

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This tab allows you to add/edit or delete Payment methods for purchase orders. Click on Add, enter name of the payment method and set status (Enable/Disable) for each one. Click Delete to delete a payment method.

Payment Term

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This tab allows you to add/edit or delete Payment terms for purchase orders. Click on Add, enter name of the payment term and set status (Enable/Disable) for each one. Click Delete to delete a payment term

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This tab allows you to choose to apply customer tax before or after Discount. Choose Before Discount or After Discount from the drop-down list.

After finish filling all tabs, click on Save Config to save your work.

Gift Card

Path: Gift Card > Settings

Step 1: Fill in General section

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Enable Gift Card: Choose Yes if you want to enable Gift Card. Otherwise, choose No

Gift code

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(1) Gift Code Pattern: Configure the pattern to auto-generate gift codes for Gift Card products when customers purchase in Web POS frontend

(2) The number of prefixes shown: Enter the number of prefix characters which are shown in a voucher code

(3) Replace Hidden Characters by: Enter one letter to replace hidden characters

Gift Card Usage

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(1) Gift Cards codes expire after: Enter the term of validity that Gift Cards can be used after being activated.

(2) Maximum time(s) to enter gift code incorrectly: Enter the maximum time(s) that allows users to enter gift code incorrectly.

(3) Maximum number of users per gift code: Enter the maximum number of users per gift code.

(4) Enable customer’s Gift Card credit balance: Choose Yes to enable customer’s Gift Card Credit Balance. Then, customers can redeem their gift code for credit balance

(5) Allow customers to redeem Gift Cards with usage conditions: Select Yes to allow customers to redeem Gift Cards with usage conditions

(6) Use Gift Cards for shipping fee: Choose Yes to allow customer to apply gift card for shipping fee

(7) Use Gift Cards with coupon codes: Select Yes to allow customers to use both Gift Card codes and Coupon codes at once. 

(8) Show the link to check Gift Cards codes on website: Choose Yes to allow customers to check status of Gift Cards after entering Gift Codes, and vice versa.

(9) Show Gift Card expiry date on website: Select Yes to show the expiration date of Gift Cards on website, and vice versa.

Tax Configuration

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Apply Gift Card Discount: Here, you have two options to apply:

  • After Tax: to allow applying Gift Card after the tax is applied

  • Before Tax: to allow applying Gift Card before the tax is applied

Step 2: Fill in On Product Page section

Gift Card Value

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(1) Default Gift Card value: Enter the default gift card value 

(2) Description of Gift Card value: Enter the description of gift card value 

Gift Card Template

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(1) Gift Card template: Select Yes to allow customers to change the image inserted in the template

(2) Maximum size of image(s): Limit the maximum size of images uploaded by customers to 500KB

Gift Card Shipping Information

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(1) Allow shipping Gift Card: Select Yes, then Gift card can be sent through the post office

(2) Minimum days for store owner to send Gift Card through post office: Choose the number of days that after Customers have ordered Gift Cards for friends and choose Send through post office option, Gift Cards will be sent to recipients within that number of days

(3) Message max length: Limit the maximum length of a custom message on Gift Card. Select Yes to allow users to schedule gift card delivery date.

(4) Enable scheduling Gift Card delivery: Select Yes to enable scheduling Gift Card Delivery. It helps customer flexibly choose their preferred date to send the Gift Card to others

Step 3: Fill in On Shopping Cart Page section

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(1) Show Gift Card box on shipping cart page: Select Yes to Enable a Gift Card box for customers to apply gift codes right on the shopping cart page.

(2) Information displayed on shipping cart page: Select the data to display on shopping cart page

(3) Show Gift Card image as product image in shopping cart: Select Yes to allow showing Gift Card printout preview as product image on shopping cart page

_Step 4: Fill in On Checkout Page section_

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Show Gift Card box in the Payment action: Select Yes to show Gift Card box on the checkout page

Step 5: Fill in Email Notification section

**General

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(1) Enable email notification: Select Yes to allow sending notification emails to customers and recipients

(2) Send Gift Card to friend when Gift Card status is: Select Active, only a gift card which is activated can be sent to a friend

(3) Sender of email notification: Set the default sender of notification emails as General Contact

(4) Gift Card notes: Enter the notes displayed in Gift Card Delivery Email

(5) Send Gift Card copy via email: Select Yes to allow sending a copy of gift card via email if customers choose to ship through post office.

Notification Email send to Purchaser

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(1) Send-to-purchaser email template: Select the email template sent to purchasers after buying Gift Card successfully. 

(2) Send-to-purchaser email template when recipient receives Gift Card: Select the email template sent to purchasers when recipients receive Gift Cards.

Notification Email send to Receiver

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(1) Send – to – recipient email template: Select Yes to allow sending email notification to recipient when sender refunds Gift Card.

(2) Send notification email to recipient when purchaser refunds Gift Card: Select the email template sent to the gift card’s recipient.

(3) Send-to-recipient email template when Gift Card is refunded: Choose the email template sent to recipient when gift card is refunded.

(4) Auto-send reminder email before Gift Card expires: Enable auto reminder email sent to Customers before Gift card expires

(5) Auto-send reminder email before: Enter the number of days to **send notification to customers before the expiration date of a Gift card.

Step 6: Fill in Gift Card Printout section

Sample

(1) Logo on PDF Printouts: Click on Choose File to upload your Logo image.

Notes: this image is used in PDF and HTML, recommended sixe is 17x63 px adn the supported format is jpeg, jpg and png

(2) Show barcode on Gift Card: Choose Yes to show barcode on Gift Card

(3) Type of Barcode: Select type of barcode shown on Gift Card (if you choose Yes on step 2)

(4) Gift Card notes: Enter Gift Card Notes

(5) Gift Card fold paper note: Enter Gift Card fold paper note (recommed to use HTML)

Reward Points

Path: Reward Points > Settings

Step 1: Configure the following session

General Configuration

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(1) Enable Reward Point extension: Choose Yes to enable Reward Points Module for the Growth Edition of Omnichannel Package

(2) Label for Point: Enter the Point Label. If you leave it empty, the default label “Point” will be used.

For example, if you enter “P” on this field, then instead of showing “1 Point”, it will show “1 P”.

(3) Label for Points (plural) : Enter the Point label (plural). (same as step 2)

(4) Reward Points image: Choose File to upload Reward Point Image. Notice that: the recommended size is 18x18px. If you leave it blank, the image on the template will be used instead.

(5) Use Reward Policy page: Choose Yes if you want to use Reward Policy page, otherwise select No.

(6) Use Reward Welcome page: Choose Yes to show Reward Welcome Page, otherwise select No.

Earning Points Configuration

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(1) Rounding Method:

You have three options for Rounding Method:

  • Normal: for example, 10.2 points generated from an order can be rounded to 10, and 10.8 points generated from an order can be rounded to 11.

  • Up: for example, 10.2 points generated from an order can be rounded up to 11

  • Down: for example, 10.2 points generated from an order can be rounded down to 10

If you finish editing the field, remember to re-index Catalog Earning Rules, follow the path: Reward Points > Earning > Catalog Earning Rules

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(2) Points expire after: Enter the number of dates after which customers’ points will expire.

(3) Number of points in balance allowed: Enter the maximum number of points allowed in Customer’s balance. If you leave it blank, there will be no limitation.

(4) Earn points from tax: Choose Yes to allow customers to earn points from their order value including tax

(5) Earn points from shipping fee: Choose Yes to allow customers to earn points from their order value including shipping fee.

(6) Allow earning points when using points to spend: Choose Yes to enable customers to earn points after they spend points.

Sales Earning Process section

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(1) Allow receiving points when invoice is created: If Yes, customers receive points after an invoice is created for their order. If No, they receive points only when the order status is complete.

(2) Hold point transactions for: Enter the number of days to hold point transactions before points are rewarded to customers. If leaving it empty or zero, customer will receive the points right after they committed the action in field (1) above.

Spending Points Configuration Tab

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(1) Minimum redeemable points: Enter the minimum number of points in Customer’s Balance is permitted to redeem. If you leave it blank, there will be no limitation

(2) Maximum spending points per order: Enter the maximum number of points that customers can redeem in an order. If you leave it blank, there will be no limitation

(3) Use maximum points at checkout by default: Choose Yes if you allow customers to spend maximum points at checkout by default

(4) Allow using points for Shipping Fee: Choose Yes to allow customers use points as payment for Shipping Fee

Display Configuration Tab

Sample (1) Show total point balance next to My Account link: Choose Yes to show total point balance next to My Account link

Display Collectible Points

(2)On Product Page: Choose Yes to display collectible Points on Product Page

(3) On Minicart: Choose Yes to display collectible points in Mini cart

(4) On Product Listing Page: Choose Yes to display collectible points on Product listing page, Category and Search Result Page.

Email Configuration Tab

Sample (1) Enable notification email: Choose Yes to enable notification email

(2) Sender: Choose the name of the Sender who can send email about Balance Updates and Expiration Notifications to customers:

  • General Contact

  • Sale Representative

  • Customer Support

  • Customer Email 1

  • Customer Email 2 (3) Template of email sent to customer before a transaction expires: Choose an Email Template to send to customers to notify them when a transaction expires.

(4) Send reminder email before a transaction expires: Enter a number of days before a transaction expires so that your customer can receive a Reminder Email before the expiration date.

Loyalty Level Configuration

Sample

(1) Enable Loyalty Level plugin: Choose Yes to make different Loyalty Levels.

(2) Send email before level expires: Choose Yes to send email before level expires

Sample

(1) Enable Rules Plugin: Choose Yes to enable Rules plugin. This plugin will allow you to set rules for your Reward Points program.

(2) Show Earning Rule on Shopping Cart Page: Choose Yes to show Earning Rule on Shopping Cart Page

Step 2: Remember to click on Save Config button to complete your configuration process.

Store Credit

Path: Store Credit > Settings

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Step 1: Configure the following session below

General Configuration

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(1) Enable Store Credit: Activate Store Credit on your site (2) Allow sending Credit: If Yes, you ‘ll allow customers to send credit to their friends (3) Groups can use edit: Determine which types of customer groups use credits

Spend Credit On

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(1) Apply Customer Credit: If you choose After tax, it means customer credit discount will be spent after their order value is taxed.

(2) Shipping fee: If you choose Yes, you allow using customer credit for shipping fee.

Email Configuration

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(1) Email template with credit code sent to recipients: Choose a suitable template with credit code which will be sent to recipients. (2) Email template with a verification code sent to credit sender: Choose a suitable email template including verification code which will be sent to credit sender.

(3) Send-to-customer email template when recipient receives credit: Choose a suitable email template to notify recipients when they receive credit.

(4) Email template notifying customers: Choose a suitable email template to notify customers.

Adjust time for Customers credit reports on total used and total received credit

Sample

(1) Select start time for current year: choose Start Date and month of the year to report used credit and received credit.

(2) Select date for current month: choose Start Date of the current month to report used credit and received credit.

Style Configuration On this tab, you will be able to change background and color of Title

Sample

(1) Background of Title: enter Hexadecimal code

(2) Color of Title: enter a Hexadecimal code or choose a color as above.

(3) Default Font Size: enter a font size.

Step 2:

Remember to click on Save Config button to complete your configuration process.

Store Pick up

You have seen how Store Pickup works in front-end for customers. The following part will guide you through how to configure and manage the module in back-end.

Tips: For quick instructions on where to set up each function and how to get Google Map API Key, you can go to: Store Pickup > Settings > General

Click on the link for Google Map API Key Registration Guide

Sample

Update: One of the most important Google Maps APIs Standard Plan updates implemented on June 22, 2016 was that required future product updates are only available for requests made with an API key.

This means active domains created before June 22, 2016, continue to be able to access the Google Maps JavaScript API, Static Maps API, and Street View Image API without an API key. They are not affected by keyless access being unavailable for new domains.

However, Google Maps APIs Standard Plan advises all developers to use a key to guarantee their quality of service. Applications that continue to make keyless requests may experience some periodic service degradation if other keyless applications' usage spikes and draws down the global unchanged quota.

Manage Store

Path: Store Pickup > Manage Stores

The Store Manager grid shows all stores created in your system with their address and status. To add new stores, you can add them manually and import from CSV files.

Add Store

Path: Store Pickup > Manage Stores

Sample

Here you can add new stores by importing via a CSV file or manually input information with Add New Store button. You will be navigated to the Add Store page, which includes 3 tabs:

  • General Information

  • Time Schedule

  • Customer Message

Notes: Before reading the detailed function of each tab, please remember to click Save Store after making changes on these tabs to apply the changes before you leave.

Sample

a) General Information

Store Information

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Users must fill in all required fields, such as Store name, Shipping Fee, Address, etc.

Tips: You can input content for the Description field in HTML for better display in frontend, such as customized format, attached links, etc.

Contact Information

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It allows you to enter information of store’s manager such as email address, phone number, etc. so customers will know how to contact if needed. You can configure to enable automatic emails sent to the store manager when pickup orders’ status is changed.

Google Map

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Fill your store’s address in this field or pin from the map, remember to click on the Save Store or Save And Continue Edit button to save your work. After that, store’s location will be updated automatically on Google Map.

There are 5 sessions:

  • Zoom Level: It is used when previewing the store’s location on Google Map in backend and on the Store Listing page in frontend. The higher number you set, the higher zoom-in level is

  • Store Latitude: You do not need to fill them out if you do not remember your store’s coordinates. If you pin a store directly from G-map, these fields will be filled automatically

  • Store Longitude: You do not need to fill them out if you do not remember your store’s coordinates. If you pin a store directly from G-map, these fields will be filled automatically

  • Pin Color: Set a color to display your store’s pin on Map

  • Store icon: you can upload your own image to replace the default marker icon of Google on the map

b) Time Schedule

Sample

This tab allows you to create a time schedule for store on each day, from Monday to Sunday

(1) Open - Choose Yes to set Monday as a working day, choose No to set Monday as a day off

(2) Time Interval – Set interval between 2 shipping Time options, you can choose from a range of 15 minutes, 30 minutes or 45 minutes.

(3) Set up other details as: Opening time, Lunch break starts at, Lunch break ends at, Closing Time

Similarly, you can set opening hours for each remaining day of the week. To quickly set up, click on the Apply to All button. Other days will have the same working time as Monday.

(4) After entering all the necessary data, remember to click on the Save Store or Save and Continue Edit button to save your work

c) Customer Message

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When customers fill in the Contact Form on the Store Detailed page, all messages are saved in this tab allowing admin/ store manager to review later.

Import Store

_Path: Store Pickup > Manage Stores

Sample

Click on the Import Store button on the top right corner of the Store Manager page. You will be navigated to the Import File page.

CSV file structure

You can download the sample stores.csv file to view its structure. The columns are attribute values of the store and each row corresponds to one store. The title row (first row) contains the attribute name; you can note it (important!) because the system reads data from CSV files based on the name. If the attribute value of any stores is null, you don’t have to fill data in to it.

Sample

Import File

  • Create a CSV file with information of your store following the sample file structure

  • Click on button Choose File to select your CSV file

  • Select Save Store to import the CSV file

Edit Store

Path: Store Pickup > Manage Stores

Sample

On the Store Manager grid, you click on any store to edit. Besides 3 tabs when you create a new store, you can see more Related Orders tab.

Sample

This tab shows you all pickup orders of this store.

Notes:

When a store is imported or created manually, the system will automatically get the coordinates based on the store address by using Google API. However, in some cases, this way may be not completely accurate. Therefore, the Google Map tab allows you to edit store coordinates manually.

You can see it at the left upper. Click on this tab, the Google map will be displayed. You can reset store position by clicking on any point on the map, and then select Save Store.

When you edit the store address (street, city or state/province) in General Information, the store coordinates will be auto-updated after being saved. You can also edit the color of store’s pin shown on map and preview it.

Manage Holidays

Path: Store Pickup > Manage Holidays

Sample

In Holiday Manager page, click on Add Holiday button to set days off for your store.

Sample

(1) Holiday Name: Enter the holiday name

(2) Store: Select store(s) to apply holiday from the list

(3) Starting Date: Select the start date of holiday

(4) End Date: Select the end date of holiday

(5) Comment: Write comment on special holiday(s)

(6) Click on Save Items or Save and Continue Edit to save your work

Manage Special Days

Path: Store Pickup > Manage Special Days

Sample

To set days with special working time for your stores, in Special Day Manager, click on the Add Special Day button to create a new one.

Sample

On the Add Special Day page:

(1) Special Day Name: Enter special day name (2) Store: Select store(s) to apply special working days from the list (3) & (4) Starting Date & End Date: Select the start date and end date of special days (5) Time Interval: Set interval between shipping time options shown to customers at checkout, such as 15 minutes (6) & (7) Opening Time & Closing Time: Choose opening and closing time applied to these special days (8) Comment: Write comments on the special days (9) Click on Save Special Day or Save and Continue Edit to save your work

Notes: Special days have the highest priority compared with holidays and other days. If a specific date is assigned as both store’s special day and holiday, it will be counted as special working day. The store still opens for pickup on that date but with special opening hours as you configured.

Manage Tags

Path: Store Pickup > Manage Tags

The Tag Manager page shows the list of tags that you added. This tags list will be shown on the Store listing page to your customers can filter stores by them.

Sample

To add a new tag, click on Add Tag button.

Sample

The Add Tag page will be shown as above, and you need to fill tag’s name, upload icon and select status for that tag. After that, remember to save your work by clicking on Save Tag button or Save And Continue Edit button.

View Pickup Orders

Path: Sales > Orders

On the Order page view, choose the order in which the shipping name is the same as the pickup store’s name.

Sample

In the Information tab, you can see the information about shipping address changed to the address of pickup store and attached with a map location

Sample

Store Pickup tab: shows you more detailed information of store location.

Setiings

Path: Store Pickup > Setting

The configuration of Store Pickup includes 4 tabs: General, Store List, Checkout and Email Template

General

Sample

(1) Enable Store Pickup: choose Yes to enable this module on your site

(2) Store List link shown in frontend: Choose among Top Link/Footer Link/ Not Shown to show stores link on the top link/ footer link in frontend or not

(3) Google Map key: Fill the Google map key into this field to use Google API. You can get this key by following the guide link or going to Store Pickup > Guide

Store List

Sample

(1) Description: enter description that will be shown on the Store Listing page

(2) Search Tab: select types of search tabs that will be shown on the search form

Sample

(3) Store Search: select the information customers can select when they search by area

(4) Maximum Radius: enter the maximum radius that you allow your customer to search

(5) Unit of distance: select unit to measure distance between store and customer as Kilometers or Miles

Check out

Sample

(1) Carrier Title: The title shown in Shipping Method stage at checkout.

(2) Method Title: Method title is shown in Shipping Method stage at checkout

(3) Sort Order: Enter a number that decide which order that checkout method will be displayed in checkout page. The smaller the number, the higher its order in the checkout page will be.

(4) Default store at checkout: Choose this store as the default store in Shipping Method at checkout when customers select the Store Pickup option

(5) Display pickup time/date: Allow customers to select pickup date and time at checkout or not.

(6) Time format: Set format of shipping time and store’s working time.

(7) Applicable payment method(s): You can select payment methods applied to Store Pick up here. If you choose Only Selected Payment Methods, it will apply only specific payment methods for pickup orders.

Email Template

Sample

You can modify default email template sent to store manager and admin when pickup order is created, changed status or customers send message through the Contact Form.

After configuring all fields, click on the Save Config button to save your work

HOW TO MANAGE USER PERMISSION

Sample

How to Manage User Roles and Users

Decentrialize Roles

Path: System > Permissions > Roles

Manage Roles

Sample

(1) You can click on

  • Add New Role: add new role for your business
  • Reset Roles: after you add a new role, or reload page to update roles

(2) Role Management Field

Management Table:

  • Role Name: type the role name that you want to search

  • ID: you can search the roles by ID

  • Search: after you type Role Name or ID, you can click on Search, or tap Enter on your keyboard

  • Reset Filter: if you want to come back to the whole role management, click on Reset Filter.

Besides, to edit Roles, you just need to click on the Role Name that you want to edit. Example below:

Sample

You can edit Role Name, Role Resources and check which Users are using this Role on Role Users

Sample

Remember to Save Role to finish

Create a New Role

Path: System > Permissions > Roles > Add New Role

Role Info

Sample

(1) Role Name: enter Role Name (2) Current Admin Password: Enter the Role Creator’s Password (for example, IT Admin creates the Role, so enter IT Admin Password)

Role Resources

Sample

(1) Resource Access: you have two options:

  • All: allow the Role to access all resources of the business

  • Custom: choose which resource that the Role can access (2)Resources: if you choose Custom on (1), then the Resources tab will appear. You need to tick on which resources you allow the Role to access. Remember to click on Save Role to finish

Decentrialize Users

Path: System > Permissions > Users

Manage Users

Sample

(1) User Management Field:

You can search Users by ID, User Name, First Name, Last Name, Email and Roles

After you enter the search word, remember to tap Enter to find or click on Search. After that, to come back the whole user management field, you have to click on Reset Filter.

(2) Add New User: to add new user

Besides, you can edit User Info by choosing the User you want to edit.

Sample

Then, you can allow warehouse permission for that Users (only for existed Users) by ticking on which warehouses they can access, then click on Save Warehouse Permissions.

In addition, you can also assign warehouses, by clicking on Assign Warehouses. A pop-up will appear as below:

Sample

(1) Tick on the warehouse(s) you want to assign

(2) Add Warehouse Permission: to save the ticked warehouse

Remember to click on Save User to finish

Create a New User

Path: System > Permissions > Users > Add New User

User Info

Sample

(1) Enter User Name, First Name, Last Name and User email

(2) Current Admin Password: Enter the Role Creator’s Password (for example, IT Admin creates the Role, so enter IT Admin Password)

(3) Password and Password Confirmation: enter the User Password.

Note: enter at least 7 characters. The password must include numbers and alphabets

(4) The password is: active or inactive

User Role

Sample

All existed roles will be displayed. You can leave it blank or tick on roles that you want to assign to the New User.

You can type the Role Name and click on Search/ tap Enter to find Role. Then click on Reset Filter, to come back the whole Role Management Display.

REST ROle

Sample

REST Role is used for API Web POS on mobile app only.

You can assign REST-Role by ticking on the list.

Only Admin can manage and add new REST role by going to System > Web Services > REST

  • Roles. There are two default REST role (unable to delete): Guest and Customer

Remember to click on Save User to finish

How to Manage Staff for POS

Decentrialize POS Access Permission

Manage Access Permission

Path: Sales > Web POS > Web POS Permissions > POS Roles

Sample

POS Role management will be shown in grid, including columns named ID, Display Name, Description, Active and Action. You can search for Roles here.

Create a New Role

Path: On POS Roles page, click on Add Role

Role Information

Sample

(1) Role Name: Enter the name

(2) Permission: Choose Permissions that the Role can access

(3) Maximum Discount Percent (%): Choose the highest discount this Role can apply for each customer.

(4) Description: write the description of the Role (if have)

(5) Status: determine if the Role is Active or Inactive

User List

Sample

Select which Users will take charge of this Role

After all, remember to click Save Role or Save And Continue Edit

Decentrialize POS Staff

Manage Staff

Path: Sales > Web POS > Web POS Permissions > POS Users

Sample

POS User Management will be shown in grid, including columns named ID, User Name. Email, Display, Location (the store users are taking charge), Role, Status, and Action. You can search for Users here.

Create a New Staff

_ Path: Sales > Web POS section > Manage permissions > POS Users > Click on Add User

Sample

Then, you will enter information as following:

User Information

Sample

(1) User Name: enter the Name

(2) Password and Password Confirmation: enter the User Password (at least 7 characters, including numbers and alphabetic characters)

(3) Display name: enter the name Display on Frontend

(4) Email Address: enter the email address of the User

(5) PIN Code (App only): enter 4 numbers for PIN Code

User Settings

Sample

(1) Customer Group: choose which groups the User will take charge of

(2) Location: choose where the User will work (warehouse or which stores)

(3) Role: choose the Role applied for User

(4) Status: choose Enabled to activate the User

Click Save User or Save And Continue to Edit to finish this phase

Basic Role for Each Admin in the System (Reference Only)

Note: For reference only! With each business feature has different roles for users.

Store Manager

Sample

Moreover, Store Manager can access to Sales Tab and decentralize roles for Sale Staff

Inventory Manager

Sample

Moreover, Inventory Manager can access to Sales Tab and decentralize Inventory Staff

Purchase Management

Sample

Moreover, Purchase Manager can access to Sales Tab and decentralize Purchase Staff

Ecommerce Manager

Sample

Accountant

Sample

HOW TO MANAGE MASTER DATA

Product

Attributes

Path: Catalog > Attributes > Manage Attributes

Sample

(1) The Management Tab will be shown in grid, including columns named Attribute Code, Attribute Label, Required, System, Visible, Scope, Searchable, Used in Layered Navigation, and Comparable.

(2) Add New Attribute: If you do not know how to fill in required fields, click on

Attribute Sets

Path: Catalog > Attributes > Manage Attribute Sets

Sample

(1) The Attribute Sets will be shown in table

(2) Add New Set: If you do not know how to fill in required fields, click on

Categories

Path: Catalog > Manage Categories

Sample

When selecting a category on the left, all the information will be displayed on the right.

You can easily edit any Category Information. Remember to click on Save Category to complete it.

Or else, you can delete Category from your store by click on Delete Category button.

Sample

(1) Add Root Category and Add Subcategory: click on the button

(2) Get help for this page: if you are not clear how to fill in required fields, click to read guidelines

(3) Reset and Save Category: to save the new category, click on Save Category. To delete what you have created, click on Reset

Products

Types

Simple Product

A simple product is a physical item with a single SKU. Simple products have a variety of pricing and of input controls which makes it possible to sell variations of the product. Simple products can be used in association with grouped, bundle, and configurable products.

Grouped Product

A grouped product presents multiple, standalone products as a group. You can offer variations of a single product, or group them for a promotion. The products can be purchased separately, or as a group.

Configurable Product

A configurable product appears to be a single product with lists of options for each variation. However, each option represents a separate, simple product with a distinct SKU, which makes it possible to track inventory for each variation.

Virtual Product

Virtual products are not tangible products, and are typically used for products such as services, memberships, warranties, and subscriptions. Virtual products can be used in association with grouped and bundle products.

Bundle Product

A bundle product let customers “build their own” from an as sort of options. The bundle could be a gift basket, computer, or any things else that can be customized. Each item in the bundle is a separate, standalone product.

Downloadable Product

A digitally downloadable product that consists of one or more files that are downloaded. The files can reside on your server or be provided as URLs to any other server

Custom Sale

A custom sale product is a special product that can be ordered personally or customized along Customer Demand. This product will only be shown in POS.

Store Credit

A store credit helps customer save and earn credit after purchasing a product, or or refund products “without using money”. Besides, Store Credit can be used in purchasing.

Gift Card

A gift card is a prepaid stored-value money product. Customer can use gift card as an alternative to cash for purchases within a particular store or related business.

Manage Product

_Path: Catalog > Manage Products

Sample

(1) All Products will be shown in grid, including columns named ID, Name, Type, Attribute Set Name, SKU, Price, Qty, Visibility, Status, Website, and Action.

(2) Add Product: click on Add Product to add a new Product.

Then you will be linked to the page as below:

Sample

Choose Attribute Set and Product Type that you want to create.

Click on Continue to work the next step.

Add New Product (Step by Step)

a) Simple Product Step 1: General Information

Sample

Here, you need to enter required fields, such as Name, Description, Short Description, SKU, Status, and Visibility

Besides, you can set up fields such as Set Product as New from Date … to Date, URL Key, Country of Manufacture, Select the Gift Code Sets, and Enable on Web POS

Step 2: Product Prices

Sample

Now, you click on Prices tab on your left hand. Then, you enter required fields – prices and tax class. You can also set up the Special Price, the date of Special Price, Cost, Tier Price, Apply Map, Display Actual Price, Manufacturer’s Suggested Retail Price and Credit Value.

Step 3: Meta Information, Images, Recurring Profile and Design

Meta Information

Sample

This help you improve your SEO. Enter Meta Title, Meta Keywords and Meta Description (maximum characters = 255)

Images

Sample

Click on Browse files to select file, then click on Upload files to use that file

If you want to remove the image, then tick on Remove Column, then click Save

Recurring Profile

Sample

When you click here, the default will be No

Product with recurring profile participates in catalog as nominal items

Design

Sample

Here, you can set up Custom Design, the date of Active, Custom Layout Updates, Page Layout and Display Product Options in

Step 4: Gift Options

Sample

In this section, you will select whether do you want to Allow Gift Message and Gift Wrapping for the product. If Yes, then enter the price for Gift Wrapping

Step 5: Inventory and Barcode

**Inventory

Sample

(1) Inventory: Set up Manage Stock, Qty (required), Qty for Item’s Status to Become out of Stock, Minimum and Maximum Qty Allowed in Shopping Cart, Qty Uses Decimals, ackorders, Notify for Quantity Below, Enable Qty Increments and Stock Availability

(2) Warehouse Stocks: Click on Register to Warehouse button.

Sample

Then, you will select the warehouse, enter the Qty in Warehouse and Shelf Location. After that, click on Register to Warehouse button to add it.

(3) Supplier Click on Register to Suppliers

Sample

Then, select the Supplier, enter Supplier Product SKU, Cost and Tax(%) After that, click on Register to Suppliers button to finish

Barcode

Sample

Select Barcode Template Then select the Barcode for the new product To create a barcode, read Section 2.5. Barcode Management

Step 6: Websites and Categories

Website

Sample

Select Website(s) that you will sell this new product

Categories

Sample

Select Product Categories of the new product.

Step 7: Related Products, Up-sells, and Cross-sells

With Related Products, Up-sells and Cross-sells, you just need to tick on the products. Then click on Save to activate it.

Sample

_**Step 8: Custom Option

Sample

Click on Add New Option. Then, enter Title, select Input Type, Required Allowance and enter Sort Order

b) Grouped Product

The price of grouped products will be calculated according to the price of each products in the group.

Step 1: General Infomation same here

Step 2: Associated Products This section lies in the bottom of the Product Information panel.

Sample

Select the checkbox of each product that you want to include.

Step 3: Meta Information, Images, Recurring Profile and Design same here

Step 4: Gift Option

Step 5: Inventory and Barcode

Inventory

Sample

(1) Inventory: you just need to activate/inactivate the button Manage Stock, Enable Qty Encrements and Stock Availability

(2) Warehouse Stocks: If you click on Register to Warehouse button, then:

Sample

Select the warehouse. Click on Register to Warehouse to save

(3) Supplier

If you click on Register to Suppliers button, then:

Sample

Select the supplier. Click on Register to Suppliers to save

Step 6: Websites and Categories

Step 7: Related Products, Up-sells, and Cross-sells

c) Configurable Product

Sample

Tick on Select the Gift Code Sets

Then, click on Continue

Most of the steps here will be similar to Grouped Products, except:

  • You have to set up the price for Configurable Product (similar to what you do with Simple Product)

  • You also need to set up price for Gift Wrapping.

  • Besides, you HAVE the options to set up Custom Options.

d) Virtual Product

Same as Simple Product

e) Bundle Product

Step 1: General Information

In addition to basic fields as Simple Product, you need to fill in others.

Sample

Set both the SKU and Weight as Dynamic OR Fixed

If using a fixed SKU or Weight, enter the actual value in the field to the right.

Step 2: Product Prices

Sample

Beside similar fields as Simple Product, you need to notice about:

(1) Price tab:

You can set the Price as Dynamic or Fixed.

If using a fixed Price, enter the actual value in the field to the right.

(2) Price View Select to set the Price view As Low As the actual price or on the Price Range

Step 3: Meta Information, Images, Recurring Profile and Design

Step 4: Gift Option

Step 5: Inventory and Barcode

Step 6: Websites and Categories

Step 7: Related Products, Up-sells, and Cross-sells

Step 8: Custom Option same here. Notice that: Bundle with dynamic pricing cannot include custom defined option. Options will not be saved.

Step 9: : Bundle Items

Sample

(1) Shipment: Ship Bundle Items: select Together or Separately

(2)Bundle Items:

Sample

Click on Add New Option button to add bundle items.

Enter the Default Title of bundle items

Select Input Type, Required Allowance, and insert Position of bundle items

Click on Add Selection, then:

Sample

Tick on the products that you want to select to add.

Then, to save it, click on Add Selected Product(s) to Option button.

f) Downloadable Product

Most of steps are similar to Simple Product, except:

Step 9: Downloadable Product

Links:

Sample

(1) Title: enter the title for the list of downloadable products

(2) Links can be purchase separately: choose Yes if you want to offer a multiple download link.

(3) Click on Add New Row, then:

Sample

  • Title and Price: insert the Title and Price of the downloadable product

  • Max number of downloads: enter the highest number of downloads ONE customer can make. To allow unlimited downloads, select the Unlimited checkbox.

  • Shareable: select No, then your customer will NEED to log in their account to access the download link.

  • Sample: select the sample file to upload to server OR paste the full URL on the URL field.

  • File: as above

  • Sort Order: enter a number to indicate the sequence that this download will be listed with other downloads on the product page

Click on Add New Row button, to add another downloadable product.

Upload Files button: when you have completed upload files to server, click on Upload Files button to finish.

Click on Save and Continue to Edit button to move on.

Samples:

Sample

Click to expand the Samples section

Then, enter the Title of the list of samples

Click on Add New Row to add samples to the list

Sample

Insert the Title of the Sample, then choose to upload the sample by File or paste URL. Enter the Sort Order

After that, if you upload sample File, then click on Upload Files button to finish. If you choose to paste URL, then move straight to the final step - click Save to finish all

g) Store Credit

Step 1: General Information

Step 2: Product Prices

Sample

  • Tax Class: select the tax class for the store credit product

  • Type of Store Credit value: select the type of product value (Range or Dropdown)

  • Store Credit value: enter the value of store credit

  • Credit Rate: enter the credit rate

**Step 3: Meta Information, Images, Recurring Profile and Design

Step 4: Gift Options

**Step 5: Inventory and Barcode

**Step 6: Websites and Categories

**Step 7: Related Products, Up-sells, and Cross-sells

**Step 8: Custom Option

h) Gift Card

**Step 1: General Information

Complate similar fields as Simple Product, then:

Sample

(1) SKU and Weight:

(2) Select Gift Card Templates: select the template for your gift card (you can choose more than one)

Step 2: Product Prices

Sample

(1) Tax Class and Type of Gift Card value: similar to Store Credit

(2) Gift Card value: insert the value of the gift card. Besides, you can select Type of Gift Card price. You cannot enter credit value here.

Step 3: Meta Information, Images, Recurring Profile and Design

**Step 4: Gift Options

**Step 5: Inventory and Barcode

Sample

Set up wheter you want to Manage Stock and Enable Qty Increments

Enter the Minimum and Maximum Qty Allowed in Shopping Cart

**Step 6: Websites and Categories

**Step 7: Related Products, Up-sells, and Cross-sells

**Step 8: Custom Option

**Step 9: Shopping Cart Conditions

Sample

(1) Description: describe conditions applied to shopping card when using this gift code

(2) Set conditions: set up the conditions for the sopping cart to use gift card

**Step 10: Cart Item Conditions

Sample

Set up the condition for the product in cart when using Gift Card

i) Custom Sale

Similar as Simple Product, except that you cannot set up the price for custom sale

Note:

  • While you are adding products, you can also create a new attribute by clicking on Create New Attribute button

Sample

  • When you set Attribute Set along with your own set (eg: Clothing), then it will appear on the left panel

Sample

On your right hand, you can set up the product features

Customers

Manage Customers

Path: Customers > Manage Customers

Sample

(1) The Manage Customers Table will be shown in grid, including columns named ID, Name, Email, Group, Telephone, Zip, Country, State/Province, Customer Since, Website and Action

You can edit Action by ticking on Customer(s) and choose Action on Actions Field, then clicking Submit as below:

Sample

(2) Add New Customer: if you have not known how to add New customer, you can read the Magento Guide by clicking on Get help for this page

Sample

Besides, you can edit Customers’ Information by clicking on the Customer you want to edit.

Customer Groups

Sample

(1) The Customer Groups will be shown in grid, including columns named ID, Group Name and Tax Class.

(2) Add New Customer Group:

Sample

Group Name: enter the name (less than 32 symbols) Tax Class: choose the tax class

Sample

Then, click on Save Customer Group to finish

Partner/Vendor

Managae Supppliers

Path: Supplier > Manage Suppliers

Sample

(1) The Supplier Management will be shown in grid, including columns named ID, Supplier, Supplier Code, Contact Email, Status and Action

(2) Add New Supplier

Add New Supplier

Supplier Information

Sample

(1) Supplier Name: enter the name (2) Supplier Code: enter the code. It can be Commercial and Government Entity (CAGE) code of supplier, or supplier number, or supplier code, etc. (3) Contact Person: enter the name of the contact person (4) Email: enter the supplier email to contact (5) Status: enabled or disabled this supplier (6) Description: enter the description about supplier (if have)

Mailing Address

Sample

Fill in Telephone, Fax, Street Address, City, Country, State/Provice and Zip/Postal Code

Product List

Sample

Tick on which product(s) the supplier provide

Price List

Sample

Tick on which pricelist(s) the supplier provide After all, click Save to complete the phase

Manage Price List

Sample

(1) The Pricelist Management will be shown in grid, including columns named ID, Product SKU, Product Name, Supplier, Maximum Qty, Purcahse Price (USD), Start Date, End Date and Action

(2) You can click on

Mass Remove: to remove all pricelist Mass Update: to update what you have editted Import Pricelist: to import the pricelist. If you click on this, a pop-up will be shown as below:

Sample

Choose file and upload a CSV File to import If you do not have it, click on Download sample file to get the sample of CSV After you finish uploading, click on Import to complete this phase

Warehouse

Path: Inventory Management > Stock Listing > Warehouses

Sample

Inventory Information will be shown in grid, inlcuding columns as ID, Warehouses, Total SKU, Total Qty, Contact Email, Telephone, Street, City, Country and Action

New Warehouse

Click on Add a New Warehouse button

Sample

Fill basic information about the new Warehouse.

Notes: You are required to fill Warehouse Name and Warehouse Code

Warehouse Management

Sample

The grid shows Warehouse basic information such as ID, Warehouse Name, Total SKUs, Total Qty, Contact Email, Telephone, Street, City, Country, and Action

Click on View

Sample

Here, you can edit Warehouse information, including General Information, Stock On Hand, Stock Movement, Warehouse Permission, and Dashboard:

General Information: name,code, email and location

Stock On Hand: illustrate the Qty of products that are availble in the warehouse at the moment.

Stock Movement: show the opening and closing data between dates, such as: purchases made, sales order totals, external transfer and internal transfer (send stock) and returned items.

Warehouse Permission: manage and decentralize warehouse permission

Dashboard: show Inventory Report in lines and tables.

Then, remember to click Save General Information to save what you have edited.

Or you can click on Delete Warehouse to delete the warehouse.

Or click on Back, to get back the Management Page.

Warehouse Permission

After having created a warehouse, Admin Users can give different warehouse access permissions to different (admin) users.

Click on View to see the warehouse’s detail information

Sample

If you want to edit Warehouse Roles,

(1) Tick on the staff you want to edit roles

(2) Click on tab to select role. For example:

Sample

(3) Click on Delete if you want to delete the staff completely. If you want to add new staff(s),

(4) Click on Assign Staffs.

Then a pop-up will be shown as below:

Sample

(1) Tick on the staff you want to add

(2) Click on tab to select Admin Role or Staff Role or both

(3) Click on Add Selected Staff to finish this phase.

Location

Path: Sales > Web POS > Manage Locations

Add New Location

Sample

Click on Add New Location to add a new one. Then you will have to fill in two sections:

Location Information

Sample

(1) Display Name and Address: these are required fields

(2) Decription: fill in description about the warehouse

(3) Warehouse: select one of these options:

Sample

Don’t link to any warehouse: if the warehouse works separatedly

Create a new Warehouse: if you are creating the location for the new warehouse

List of warehouses: Select one warehouse that you want to add new location

User list

Sample

(1) Tick on which user you want to edit

(2) Click on the tab in the Status Column to edit Status of the User.

After all, remember to click Save Location to complete the new Location

Mapping Locations - Warehouses

Path: Sales > Web POS > Manage Locations > Mapping Locations – Warehouses

or

Path: Inventory Management > Stock Listing > Warehouses > Mapping Locations-Warehouses

Sample

(1) Tick on the Location you want to edit. Here, you can also edit the Status of the Location. Yes: Available No: Inavailable

(2) Warehouses: select the warehouse you want to link to the location Besides, you can search for location by filling in the tab on Locations Column.

POS

Create New POS

Path: Sales > Web POS section > Manage POS

Please refer to 2.1.1.1. Create a New POS for detailed guide.

Notes: Even when you set the warehouse to a certain location, with online store, admin can see clearly any warehouse information in any locations. HOWEVER, with offline store, only Sale Manager can view the warehouse information only in the mapped location.

IT Admin can give other admin permission to view the Inventory information in any location by going to System > User Roles > Add new role or Edit role > Role Resource, then choosing Order Success > Inventory Management > View Warehouse Information (this is the most basic step. With each business, the process will be expanded)

Manage WEB POS

_Path: Sale > Web POS section > Manage POS

Sample

Here, you can view ID, Name, Location, Store View, Current Staff, and Status. If you want to view more details and edit any details, you can click on Detail in the Action column. Besides, you can tick on each Location Name, then choose Action as Delete to remove the location.

HOW TO USE

Web POS

Log in and Manage Account

Log in

Path: Sales > Web POS section > POS Checkout

Or users can directly log in by going to Web POS Front-end and fill in required Username and Password. Besides, users also need to choose Main Website as well as POS Location to log in successfully.

Sample

Manage Account

Path: Web POS Front-end > Settings section > Account

Sample

And then, users can edit or adjust account information if they want. In details, they can edit Display Name and Current Password

Sample

Manage Settings

Path: Web POS Front-end > Settings section > General

Sample

There are 5 tabs to manage: Checkout, Catalog, Currency, Customer Credit and Reward Points.

Checkout

Sample

You can adjust 2 things: Use online Mode and Auto check the promotion rules on checkout (Offline mode)

Sample

Choose between Yes or No to active the function of using online mode

Besides, users can also activate the function of checking promotion rules for offline mode automatically by selecting Yes

Catalog

Users can adjust the function of displaying out-of-stock products in search results

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Currency

The default currency of system is Dollar

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Customer Credit

Here, users are allowed to change 2 things displayed on screen like the screenshot below

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Reward Point

On POS, users can sync or show customer points balance on receipt by doing this action below

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Manage Session

If you enable Need to create session before working setting in backend (Path: Sales > Web POS section > Settings), when the first shift of the day started, POS Manager will open session to create the Opening Balance - the amount of cash in your store at that time. (You will need to Close session and enter Closing Balance at the end of the shift). Those amounts will be saved in the system, so POS could provide you information about daily revenue after a working day.

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Open Session

When you log in to POS, the screen will automatically pop-up a window like the screenshot below

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(1) The name of Staff opening this session

(2) The name of POS

(3) The Opening Balance Details

(4) The total value of Opening Balance

Manage Session

Path: Web POS front-end > Settings section > Session Management

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You will see all sessions carried out by this account here. Opened session will have an OPEN mark next to its date and time in the listing.

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And when users click any specific session, the details will be shown like this

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Users can get important information such as:

  • Staff working on the POS, POS Name, Session Date and Time

  • Summary of Total Cash Payment in Session:

  • Opening Balance: the amount of cash in cash drawer at the beginning of the session

  • Theoretical Closing Balance: = Opening Balance + Manually Input Amount of Put Money In/Take Money Out + Total sales (in cash only)

  • Real Closing Balance: the real amount of cash in cash drawer at the end of the session

  • The Difference between Theoretical Closing Balance and Real Closing Balance.

  • For opened session, cashier can Put Money In/ Take Money Out, Set Closing Balance and End Session.

  • Manually input of cash in/out in the session and transactions in cash are recorded in the + Transactions/ - Transactions links.

  • Total Sales by all Payment Methods

Record Cash In/ Cash Out

During an opened session, staff is allowed to adjust the money balance by Take Money Out or Put Money In

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Put Money In

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The Staff’s Name does this action will be displayed at the bottom And there are 2 fields for him/her to fill in. The first one is the amount of money staff wants to put in and the other is the reason for this action.

Take Money Out

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The same window also appears like Put Money In and staff also has to fill in those 2 fields in case she/he wants to take money out.

Close Session

Finally, at the end of the day, POS Managers must undertake mission to create Closing Balance, which means they have to confirm the amount of cash in store after all transactions on that day. Then, the system would be able to provide Session Report for Manager. To close balance, tap on the yellow button Set Closing Balance

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Then, the screen will display like this

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It demands user to fill in the amount of money in reality to compare this result to Theoretical Closing Balance to make sure no loss can happen.

Base on this algorithm, 2 case can befall: the first one is that 2 numbers of Reality Closing Balance and Theoretical are the same and the other is when they are different.

  • If the Theoretical and Real Balances are the same, you will go back to the Session window, click on Validate Closing to finish closing the session

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  • If the Theory and Real Balance are not the same, the system will display a notification as below:

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You can click Cancel and re-entry the closing balance, OR accept the difference by clicking OK

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Filer and Search Product Quickly

Configure Process of Searching Product
Search Product in Front-end

There are 3 ways to search for products in Web POS frontend:

Use Category

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Click All Categories to quickly search with this method. Users can choose corresponding categories as you prefer in the space below this button

Use Product Attributes

(1) Click on search icon to show search bar.

(2) Enter your search terms and matching products will display right away

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Use Barcode

(1) Connect with the Barcode Reader devices (Please refer to Section 2.1.10. How Web POS Works with Peripheral Device)

(2) Scan barcode > search box will be automatically filled-in

(3) The matching product will be shown in the list.

Add Products to Cart and Edit Product in Carts

How to Add Products to Cart

With Simple Product: click it to add to cart

With Configurable, Bundle, Grouped Product: click them > adjust attribute (color, size, etc.) and Qty. > Click Add to cart button

Edit Product on 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 edited option for Qty.

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To edit Qty., just enter a wanted number or click on +/-. The number of products will be adjusted in the cart right away

Remove Product on Cart

There are 2 ways to remove products in cart:

(1) Remove one-by-one product: Click “x” button, then cart will be update immediately

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(2) Click waste basket icon to clear the whole cart

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Add a Custom Sale Item to Cart

Custom sale item is an 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.

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

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Then it will pop up a window for users to configure this custom product:

(1) Name: Enter the name of product

(2) Description: Enter the product’s description (optional)

(3) Price: Enter the product’s price or use the calculator below

(4) Non/Taxable Goods: choose if the product is taxable

(5) Shippable: Choose whether this product will be shipped

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

Notes: this custom sale product will not be saved for the next checkout.

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(1) Name: Enter the name of product

(2) Description: Enter the product’s description (optional)

(3) Price: Enter the product’s price or use the calculator below

(4) Non/Taxable Goods: choose if the product is taxable

(5) Shippable: Choose whether this product will be shipped

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

Notes: this custom sale product will not be saved for the next checkout.

Apply Coupon Code or Discount to Cart

Apply Coupon Code or Card Discount

Here is the tutorial to apply Coupon Code/ Discount that you created with Magento’s functions Catalog Price Rule and Cart Price Rules

To use this function, click Add Discount

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Then you can choose to apply a Discount amount or Promotion code

Discount

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  • Name: enter the name for this account as you will easily check it again

  • Discount type: choose between percentage or fixed discount

  • Amount: fill in the value offered to customers.

Cart will be adjusted immediately after you click Apply button

Promotion

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Fill in available code offered to customer and then click “Apply” button.

(Users can also check this code rules before applying it by clicking on Check)

Apply Custom Discount or Custom Price for a Product

Here you can manually add a custom discount for a product (either by a fixed value or percentage) instead of the whole shopping cart.

After adding products to cart, besides editing the quantity of each product (refer to section 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, instead of both at once for a product.

Apply Custom Price

You can set custom price for products by clicking on Custom Price button. The next popup will be shown as below:

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In this popup, choose the promotion type you want to apply, either a fixed amount or percentage.

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

  • If you edit by percentage, the price will be the result after multiplying the discount percentage rate by the original price.

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

Apply Discount

Click on Discount button and choose the type of discount you want to apply

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  • 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 as same as Custom Price by percentage).

Then, the product price will be updated in the cart

Apply Gift Card Code

After clicking on Checkout button for a shopping cart, in the Shipping and Payment window, cashier can insert Gift Card Code and click Apply.

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Manage Transaction

Handle Customer Information at Checkout

Customer Checkout

Add customer by clicking on Customer icon on the right corner. You will see a screen as below:

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In the pop-up, you have options to either Create a new Customer as Default Guest Checkout (configuration guide in Section 2.1.7. Configure Default Guest Checkout), Search existing Customer with the Search bar or selecting the most recent Customer from the list.

Search Customer

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 Customer

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Fill 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.

Guest Checkout

When you use Guest Checkout, the default customer that you configure in backend will be used (Please refer to Section 2.1.7.Configure Default Guest Checkout to configure Default Guest Checkout settings). At checkout, all fields will be auto-filled with that default information.

Add Comment to an Order

Add comment

Click on Add Order Comment in the top right menu icon. In the Order Comment box, type the content that reminds you of this order. Then, save it.

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Check comment

There are 2 ways to Check Comment. The first one is on POS Front-end (Web POS Screen) and the other is in POS Back-end.

  • Web POS screen

Path: Web POS > Order History > Comment History

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  • Back - end

Path: Sales > Orders > Click on specific order

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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

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You will be redirected to the next page with information of Shipping & Payment Method. Please refer to Section 2.1.5. Enable Payment Method and 2.1.4. Set up Shipping Method for further details about payment and shipping method configuration for Web POS.

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Credit Card: Magestore’s Web POS supports Authorize.net & Stripe. Sales staff can fill in card information manually or swipe card (if the POS system is connected to a card swiper). For more information about how to connect, please go to section

Split Payment: For more information about Split Payment, please go to section 5.1.6.4. Split & Partial Payment with Web POS

Split and Partial Payment with POS

  • Split Payment

You can allow customers more than 1 method to pay when using Web POS. Particularly, they could pay a part of bill by cash and other part will be paid by credit card.

For example: This order values $321.55 and customer wants to pay $100 in cash. Then you have to enter this number in the field of “Web POS- Cash in” and the remain money will be calculated automatically for you.

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To solve Remain money, you can click on Add Payment button on the left corner of the screen

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After clicking on Add Payment, Customers have those options to pay for the remaining money

For instance, Customer chooses Web POS – Credit Card and the system will be displayed like this:

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And then, please tap on Place Order button to complete this order. The process is done.

Notes:

  • Support multiple payment methods for one order

  • Not require Cash-in method as compulsory

  • Partial Payment

This function allows customers to pay a part of value first and other parts will be paid later in different interval. Especially when customers want to reserve goods before it’s arrived at store, they could leave a deposit and they will complete the bill after having product in their hand.

For example, the total value is $321.55, customers want to pay $100 first and $221.55 they will pay later

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Enter 100$ in the field of Web POS – Cash in

Tap on MARK AS PARTIAL

And when customers come back to pay completely the bill, staff can check this order by checking Orders History (Path: from Web POS front-end top left menu icon > Orders section > Orders History).

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Let’s see an example:

When customer came back and want to pay for the remaining. In the Orders History, you have to find out this partial order. For sure you are allowed to use filter to search it quickly in the Searching field. In this example, I prefer to use customer’s name

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Click on this order to show details like this

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The total due is the total remain money that customer has to pay.

Then, in the next step, tap on the button Take Payment

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Staff has to choose the payment method for the total due

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Staff can keep on adding more payment methods as they want by clicking on Add more Payment Method. By clicking Submit, total paid will be equal to the whole value of order. Process is done.

Keep Order on Hold and Further Purchasing

Your customers can't make up their mind yet, or are unable to make a payment meanwhile? They may want to purchase items that are for pre-order or currently out of stock? 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!

Put Orders on Hold

After adding products to cart, you can choose Hold to put the order into Web POS frontend top left menu > Orders section > On-hold Orders.

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Check Orders on Hold

There are 2 ways to check Orders On-Hold. The first one is on Web POS Screen and the other is in Backend.

  • Web POS screen

Path: Web POS frontend top left menu > Orders section > On-hold Orders

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To check orders that have been put on hold, select On-hold Orders section. You may select Checkout whenever customer is willing to take final action for payment or you may Delete it if it is not effective anymore.

  • Backend

If you turn on Sync on-hold order to server setting in WebPOS Frontend top left menu > Settings section > General > Checkout, you will be able to see on-hold orders in Magento backend > Sales > Orders.

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You can print receipt or email order information right after creating an order. Remember that you must be online and have permission to do these actions

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Tap Print and the receipt will look like this picture below:

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And here is the email of order information:

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Review Order

Path: Web POS frontend top left menu > Orders section > Order History

In POS screen, you can review orders by choosing Order History tab. Here you can see the order list and order details:

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Order Status

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

  • Pending: Orange (When you create order successfully but have not shipped order and created invoice)

  • Processing: Blue (When you have shipped order OR created invoice)

  • Complete: Green (When you shipped order AND created invoice)

  • Canceled: Gray (When you cancel the order)

  • Closed: Black (When order has been refunded)

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

Order Searching

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

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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 this

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Issue an 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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Create Shipment for an Order

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 on Marked as Shipped as below:

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  • After Placing an Order

When order has been created successfully but hasn’t been shipped, you can go to Orders History (Path: Web POS frontend top left menu > Orders section > Orders History) and create shipment for that order.

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Partial Shipment

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After placing order successfully, you find that order in Orders History (Path: Web POS frontend top left menu > Orders section > Orders History).

Then you click on the menu 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

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

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How to Issue Refund

Some certain staffs have permission to issue refund (which is set by admin in backend. See section 3.2.2 Decentralize POS Staffs to assign access permission).

Customers can get refund in either Store Credits, points or in cash.

Notes: To enable refund by Store Credit and Reward Points, these two modules must be installed in your website.

To issue refund, following the path below:

_Path: POS screen > Orders> Choose order required to refund > Click on Refund button at the top right menu

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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 warehouse.

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  • Adjust Refund: The fee customers might have to pay for your store when requesting refund.

  • Adjust Fee: The compensation customers get from your store if they have to request refund.

Check Send Email if you want a notification email to be sent to customer and click Submit Refund to finish.

After that, you will get the message informing that credit memo is created successfully. Please make sure you have permission to issue refund and you are in online mode.

How to View Report

Path: Magento backend menu > Sales > Web POS section > Reports

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Staff Report

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

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Sales by Staff

There are 2 parts will be displayed on screen. The first one is Filter and the other is Record.

In the Filter Section: System demand users date filter and Order Status to show suitable records and they will be displayed in the other part being at the bottom of the screen.

This type of report will show the Order count as well as the sales total of each staff in your stores.

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**Sales by Staff (Daily)

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This kind of report will show the similar one like Sales by Staff report but it has one more detail which is showing the day receiving orders.

Order List for Staff

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In the Order list by staff report, you can view all order information including ID, value, history and status of each order created by any or each specific sales staff

Location Report

There are 3 types of Location Report which are Sales by Location, Sales by Location(Daily) and Order List by Location.

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Sales by Location

The Sales by location report shows the number of orders and sales created in each location, in any custom time.

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Sales by Location (Daily)

It shows the number of orders and sales created in each location by each day.

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Order List by 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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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.

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Sales by Payment Method

It displays the number of orders and sales paid by each payment method in a custom time period.

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Sales by Payment Method (Daily)

It shows the number of orders and sales created by each payment method by each day.

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Order List for Payment Method

Users can view all order information including ID, value, history and status of each order created by all or each specific payment method.

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Sales by Payment Method for Location

It displays the number of orders and sales created by each payment in each sale location

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Z- Report

The Z-Report page displays overview information of each session recorded in each POS including Session ID, Staff account, POS name, session opening/closing time and balance.

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Z-report shows the cash drawer balance in a certain time like a shift or a working day. All payment methods are listed down with the record of Grand Total in details respectively. If there is no customer use Cash on Delivery method to purchase orders, it will not appear in the Payment Method section.

The Z-report will be refreshed to serve new shift/working day after you select Close Store. Particularly, your cash drawer will be reset to 0 or to the certain amount that you set up in Cash Left. Each Z-report is automatically saved in Magento backend so you can check it again.

Retailer POS

Retailer POS module is available on both iPad and Android. In this user guide, we only demonstrate the use of the iPad version. The Android version may look a bit different, but functions are the same.

Log In and Manage Account

Log in

After downloading and installing Retailer POS in your iPad, open the app and you will see login screen. Staffs need to enter domain, username and password:

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Notes: you can hide the Demo button in Settings > General

After that, staff needs to choose their POS to start using the app.

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After successfully log in, you will see either:

  • Checkout screen to start adding products to cart and checkout, if there is an opening session already or if opening session setting is turned off in backend setting (_Path: Sales > Web POS > Settings > General Configuration section > Need to create session before working** field); OR you will see

  • Opening Balance window if you enable Need to create session before working field in POS backend (please refer to 5.2.2. Use Session Management for details about session)

Manage Account

Manage account by clicking on the menu icon at the top left of the screen > Settings

There are 5 tabs to configure settings: General, My Account, Checkout, Print & Currency

  • General

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Users can set timing when the screen automatically switch to locking mode, change PIN code and hide demo button on the Login screen

  • My Account

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Users can change password if they want

  • Checkout

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(1) Create shipment when placing order: if you enable this setting, after an order is checked-out successfully, it will automatically be marked as shipped.

(2) Available Qty: this setting is only available to use in Magento 2.

(3) Enable Google Address Suggestion is also available to use in Magento 2.

-Print

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You can choose the printer type and preferred settings for each type including paper size (for Air Printer Scroll); paper size, automatically open cash drawer after checkout, number of receipt copies to be printed out, automatically print receipt after checkout and either to display product name or its SKU on the receipt (for Star Micronics Printer).

  • Currency

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Allows changing to another currency that is preset in backend settings.

Notes: all previous orders will be removed from Order History after you change currency.

Switch between Staffs with PIN Code

Based on staff role and responsibility, each staff will be set restrictions. Limit who can make a discount or give a refund.

However, with Retailer POS, staffs can flexibly switch between cashiers in the middle of transaction just with a PIN code (4 digital) which is added to when creating a POS user. Follow the step below to switch between users:

  • On the left top of the screen click on Change icon and choose the POS user.

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  • Insert the user's PIN code to continue.

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Shortly after can you see that the cashier has changed.

After logged in, you can change your account’s PIN code

Use Session Management

Session Management is a place where records cash flow after each cashier’s shift. You have frequent cash in/out beside normal order transactions like paying electrical bills, balancing cash amount in hand, etc. Retailer POS system records deposits and withdrawals from your working shift then compare them with actual cash amount (counted in notes) after cashier’s shift ends up.

Notes: To enable session, you need to go to backend, follow Path: Sales > Web POS > Settings > General Configuration section, choose Yes for Need to create session before working**

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Open Session

After you choose Yes in back-end to require opening a session before working and no session is already opened, the following pop-up will be shown after you logged in:

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Cashiers will carry out to open a new session before getting started their shift.

Responsible: Role of POS user (Cashier, Order management, etc.)

Point of sales: Select POS you are working

Opening Balance: Cashier needs to enter the total amount of cash at the beginning of a new session in your drawer

Set Opening Balance: to enter the total amount of cash, cashier can click on this to pop-up a window. Then, cashier can enter the specific value and amount of each banknote/bill/coin that adds up to the total amount of cash.

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Then click Open Session to begin your shift. You will be directed to the Session window.

Record Cash In/ Cash Out

After you start a new session, you will see basic information on the current session in the Session window and may make adjustment of cash in/out during your shift, record deposits and withdrawals from your cash drawer.

You can always access to this Session window by go to top left Menu > Session Management section > Session

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Here you can view all the previous sessions of the Account. Select a session to see its details including date and time, transactions in the session.

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During an opened session, cashier can add extra cash in/out of the cash drawer by clicking on Put Money In/ Take Money Out buttons in this Session window. Cash in and out appears in the drawer history on the iPad, with both the description you enter and the total amount in the drawer.

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Put Money In: Enter the cash amount you add to your drawer, description and click Make Adjustment button

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Take Money Out: Enter the cash amount you remove from your drawer and a description and click Make Adjustment button.

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End Session

_Path: from top left Menu > Session Management section > Session

After your shift is ended, you can close your session by selecting the opened session and click Close session button.

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You will see the Close Session window as below:

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(1) You can Put Money In and Take Money Out like in Record Cash In & Cash Out

(2) The window displays detailed information of the session: Opening Balance, Transaction in the session, Theoretical Closing Balance. Cashier needs to enter the amount of cash in the cash drawer at the end of the shift in the Real Closing Balance field. The Difference between Theoretical Closing Balance and Real Closing Balance is automatically calculated.

(3) To enter the total amount of closing balance in line, cashier can enter the specific value and amount of banknote/bill/coins that add up to the total closing balance here (the screenshot is as below). Then click Confirm to finish.

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(1) Click Close Session to preview your session in the next window.

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(2) Click Validate to confirm closing session. Or you can Re-entry Data to go back to Close Session window and correct any mistakes.

Filter and Search Products Quickly

To configure Product Search in back-end, please refer to 2.1.6. Configure Product Search

In front-end, users could search product in 3 ways: Categories, Product Attribute & Barcode Scanning

Categories

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Click on All Products link on the top bar to quickly search products by categories. Choose the corresponding categories as you prefer.

Product Attribute

To search by product attributes, use the Search bar. Enter your search terms and matching products will display right away as you type. Clicking on a suggested item will add it to the customer’s cart.

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Barcode Scanning

Our Retailer POS allows quick product search by scanning barcode. You just need to click on the Barcode scanning icon in the Search bar and scan the product’s barcode to add it to cart

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Add Product to Carts and Edit Products in Cart

Add Product to Cart
  • With Simple Product, you just need one tap to add it to cart.

  • With Configurable, Bundle, Grouped Product, after clicking, you will see a popup shown to choose options (e.g. color, size). Then, tap on Add to Cart button:

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Edit/Remove Product Quantity on Cart

After adding products to cart, you can edit the quantity of each product by selecting the product that needs editing. A popup will display with edit option for Qty.

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  • To edit Qty., just enter a wanted number or tap on +/-. The number of products will be adjusted in the cart right away.

  • Adjust quantity to 0 to remove the item from the cart.

  • To delete the whole cart, tap on the trash icon on the left menu bar

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Add Custom Sale Item to Cart

Custom sale item is the item that Retailer POS user creates when checkout. It is used when the product hasn’t been added to the system or Retailer POS user cannot find it in the product list

In frontend, select Custom Sale button if you want to add the custom product to Cart

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(1) Name: Enter the name of custom product

(2) Shippable: Choose whether this product will be shipped or not by turning on or off this option

(3) Price: Enter the price of this product

After finishing configuration, tap Add to Cart button and check out as normal. Please note that this custom sale product will not be saved for the next checkout.

Apply Coupon Code or Discount to Carts

Apply Discount

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To apply a discount on the whole cart, tap Discount and then this popup will be shown:

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In Custom Discount tab:

(1) Name: Enter a name for this discount as you will easily check it again

(2) Discount Type: Select discount by fixed amount or percentage

(3) Amount: Fill in discount value as you offer for your customers.

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

After applying Discount, you can remove it by clicking on the Remove Discount button.

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Apply Coupon Code

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Just fill in available coupon you want to offer for your customers. The cart will be updated automatically after you click on Apply button.

Apply Custom Price or Custom Discount to a Product

After adding products to cart, besides editing the quantity of each product you can click on the product to edit other information.

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A popup will display with edit option for Custom Price, Discount. Remember that you can only change information by Custom Price OR Discount but not both at a time for a product.

  • Custom Price

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You can set custom price for a product by clicking on the Product and selecting Custom Price button.

In the popup, please choose the 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 decreased by the percent you have entered (it is as same as Discount by percentage)

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

  • Product Discount

Editing discount for each product is as similar as Custom Price

Click on Discount button and choose types of discount–fixed discount or percentage–you want to adjust.

Handle Customer's Information and Check Out

Customer Checkout

To use Customer Checkout, add customer by clicking on Add Customer link. You will see a screen as below:

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  • Search Customer

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.

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  • **QR code/ Barcode scanning

Our Retailer POS offers an extremely convenient way for your customer checkout process by allowing scanning customer’s QR Code/ Barcode in their member card or loyalty app.

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Click on the Scan icon in the Search bar. The system will automatically fill customer info into checkout form.

  • Create New Customer

Click on Create Customer button

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Fill enough information of the customer such as First Name, Last Name, Email, Phone, Group of Customer. Remember to tap Save button to save the customer information for the next checkout.

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Fill in the information for Shipping Address such as Phone, Street, City, etc.

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Fill enough information of Billing Address such as Phone, Street, City, etc.

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Guest Checkout

When you use Guest Checkout, the default customer that you configure in backend will be used (please refer to Section 2.1.7. Default Guest Check Out for more details). At checkout, all fields will be auto-filled with that default information.

Sample

Add Comment to An Order

Add Comment

After selecting an order, from the menu icon on the top right, choose Add Order Comment

Sample

In the Order Comment box, type in the content and click on Save. Click on Cancel Comment to exit the comment function.

Check Comment

Users can check comment on Retailer POS Screen or in Magento Back-end

  • Retailer POS Screen

Sample

To view comment of order, you can go to Orders tab in Retailer POS top left menu, choose an order then scroll down to see Comment History

  • Magento Back-end

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.

Sample

Process at Checkout for Customers

When the products are added to cart, select Checkout button at the end of the cart page

Sample

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

Sample

(1) Need to Ship: Turn on to add Shipping Address

(2) Shipping Method: Choose a shipping method (please refer to 2.1.4. Set up Shipping Method for more details)

(3) Payment Method: choose a payment method by clicking in an option (please refer to 2.1.5. Enable Payment Method for Retailer POS for more details). You can add more than one payment method (please refer to 5.1.6.4. Split and Partial Payment)

(4) Gift Card: enter the Gift Card code to apply discount. You can apply more than one code. (please refer to Manage Gift Codes for details about creating gift codes)

(5) Marked as shipped: turn it on to mark to order as “Shipped”

(6) Note: enter comment for the order (optional)

After that, click on Place Order button to complete checkout process. There will be a notification as below:

Sample

Click New Order to go back to the Checkout window and continue creating order/checkout for another guest. Click Print to print the order receipt.

Split Payment

You can use more than 1 payment method for split payments when check out with Retailer POS.

Here is an example for you: The order value is $45. Your customer wants to pay $20 in cash and the remaining ($25) is paid by Custom Payment. Then, you will fill the amount at the blank space next to “Web POS – Custom Payment 2”. Then click Place Order to finish.

Sample

Notes:

  • Support multiple payment methods for an order

  • Not require cash as compulsory

Create Multi Orders for Different Customers

Retailer POS allows you to create multi-orders for different customers and keep orders open until customers end up transaction. That means you can open multiple orders to serve lots of different customers at the same time. For example, someone is paying for something in your shop but realize they forget their wallet. You can keep this order open until they come back with their money while you still can carry on serving the next customer.

Note: These orders will be automatically deleted once you log out.

Sample

You can Delete an opened order by clicking on the Trash icon. If you turn on Need to confirm before deleting order (App only) setting in backend, you will need to confirm before deleting the order.

Create Shipment

Create Shipment

There are 2 ways to create shipment: Before placing order & When reviewing order

Before Placing Order

Before clicking Place order to accomplish customer purchasing process, Staffs can create shipment by turn it on as below and enter Shipping Address.

Sample

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

When reviewing Order

_Path: Order history > from the top right menu choose Order > Ship

Sample

There will be a message shown to notify you that shipment is created successfully. Please note that to use this way, you need to have permission

Partial Shipment

If you chose to enable Partial Shipment, a box of Items to Ship will appear when you tap Ship in Order Tab. Enter the quantity of each product customers want to ship, select Ship

Sample

Issue Refund

Some certain staffs have permission to issue refund by cash, according to your staff decentralization in section 3.2. How to manage Staff for POS

To issue refund, go to Orders tab in POS screen, you choose the order that is required to refund. Tap on Refund button in the end

Sample

A popup will display so that you can fill in the information before making refund. Tick Return to stock if you want to add those items back to your stock.

Sample

After that, you will get the message informing that credit memo is created successfully. Please make sure you have permission to issue refund.

You can print receipt or email order information right after creating an order. Remember that you must be online and have permission to do these actions.

Sample

The receipt will look like the screenshot below with further options in the top right menu.

Sample

Review Order

In POS screen, you can review orders by choosing Orders tab from sidebar. Here you can see the order list and order details

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The status of order is distinguished by color:

(1) Orange: Pending: the order is placed but not processed (shipped/invoiced/ etc.)

(2) Blue: Processing: the order is processed, but not invoiced

(3) Green: Complete: the order is invoiced

(4) Grey: Cancelled: pending order that has been cancelled

(5) Black: Closed: processing order that has been cancelled

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

Sample

Run Sales Report

Please refer to 5.1.8. How to View Report for details.

Inventory Management

Stock Listing

Stocks in Warehouse

_Path: Inventory Management > Stock Listing section > Stocks in Warehouse

Sample

This page provides an overview of stock data in all warehouses and admin can select a warehouse to view stocks of that warehouse only. It shows Available Qty., Qty. to Ship, Total Qty. and Shelf Location of each product in that warehouse.

Sample

After selecting a specific warehouse, admin can easily update stock and shelf location right on the Inventory grid:

(1) Mark the checkbox to select products

(2) Qty. in Warehouse(s): Edit product quantity in line

(3) Shelf Location: Input the product’s Shelf location (optional)

(4) Click on Update Stock to save changes

Non-warehouse product

_Path: Inventory Management > Stock Listing section > Non-Warehouse Products

When a product is newly added to the system, it will be automatically allocated in Non-warehouse. Admin can assign this product to any warehouses.

Sample

From here admin can:

(1) Select the product by clicking on the checkbox

(2) In Actions menu, add it into warehouse by clicking on its Add to Warehouse from the drop-down list

(3) Click Submit to finish

Warehouse

_Path: Inventory Management > Stock Listing section > Warehouses

After installing, the system will automatically provide a Primary Warehouse. This warehouse cannot be deleted and can only be edited. All the existing products with stocks level of your website will be automatically allocated in this warehouse first before being sent to other warehouses.

Add a New Warehouse

Please refer to Section 4.4.1. New Warehouse for details.

View Warehouse's Information

Sample

Click on View to the warehouse detailed information

Sample

In the View Warehouse page, there are 6 tabs to manage the warehouse:

(1) General Information: Information of the Warehouse including Name, Code, address, etc

(2) Stock On Hand: the total number of goods that are available in the warehouse in real time. Here, you can update each product's Qty. in Warehouse(s) and its Shelf Location in-line.

(3) Stock Movement: all the changes in stock quantities. Click on each record to view in detail.

(4) Warehouse Permission manages staff access to the warehouse. Detailed guide is given in the next section c. Warehouse permissions

(5) Order: records of all orders including status, order ID, purchase date, customer that the order has been billed-to/shipped-to, order value.

(6) Dashboard contains reports that are illustrated as table and lines diagrams as below.

Sample

Sample

Warehouse Permission

_Path: Inventory Management > Stock Listing section > Warehouse > Warehouse Permissions

In this section, Admin can give different warehouse access permissions to different (admin) users. Click on View to see the warehouse’s detail information

Sample

(1) On the right hand of the Warehouse Permission tab, click on Assign Staff to give different warehouse access permissions.

Then will be a new pop-up screen shown as below:

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Select Staff users to assign permission

(1) Select Staff by marking the checkbox

(2) Choose Staff Role

(3) Click on Add Selected Staff

Sample

(4) Then click on Save Staff Permissions

Transfer Stock

Send Stock and Request Stock
  • Send Stock

Path: Inventory Management > Transfer Stock section > Send Stock

If admin wants to send stock from his warehouse to another warehouse, he can use this feature to record stock sending.

The process to Send stock is: Add new send stock > Prepare Product list > Select Products > Start Send Stock > Save Receive Stock > Mark as Completed

  • Step 1: Add New Send Stock

Sample

(1) Fill the Transfer Code

(2) Choose Source Warehouse

(3) Choose Destination Warehouse

(4) Fill the Notification recipients (if any)

(5) Fill in the Reason box

  • Step 2: Prepare The Product List

Sample

To prepare product list, click on the Prepare Product List button

If you choose Select Products:

Sample

(1) Click on the product needed

(2) Choose the quantity to transfer

(3) Click on Start Sending

The system will display a notification when the transfer is completed.

  • Step 3: Receive Stock

Destination warehouse can create receives by either importing via a CSV file, scan barcode or selecting products from the list of Sent products.

Sample

If you Select Products in Receiving history tab:

Sample

(1) Select the product to receive

(2) Enter the quantity received in receiving history

(3) Click on Save Receiving and the system will display a notification about the Successful Receipt

You can also view and Download Shortfall List – the list containing the products that the Destination warehouse does not receive from Source warehouse

Or Return products, also on the same page

  • Request Stock

_Path: Inventory Management > Transfer Stock section > Request Stock

If a warehouse lacks stock, admin can create a Stock request to get stock from other warehouses. The process to request stock is: Add new request stock > Prepare Product list > Select Products> Start Request Stock > Save Delivery Stock > Save Receive Stock > Mark as Completed

  • **Step 1: Add New Request Stock

Sample

(1) Fill the Transfer Code

(2) Choose Source Warehouse

(3) Choose Destination Warehouse

(4) Fill the Notification recipients

(5) Fill in the Reason box

  • Step 2: Prepare the Product List

Sample

To prepare product list, click on the Prepare Product List button

If you choose Select Products:

Sample

(1) Click on the product needed

(2) Enter the quantity to transfer

(3) Click on Start to request

The system will display a notification when the transfer is completed.

  • Step 3: Delivery History

Source warehouse when receives the stock request can create a stock delivery. When a stock delivery is created, stock will be subtracted immediately from the source warehouse.

Sample

You can either import products via a CSV file, scan barcode or click on Select Products in delivery history.

If you choose to Select Products:

Sample

(1) Select the products to be added

(2) Enter the delivered quantity in delivery history

(3) Click on Save Delivery

  • Step 4: Receiving History

Destination warehouse can create receives by importing or selecting product then update received Qty.

Sample

(1) Select the products to receive

(2) Enter the quantity received in receiving history

(3) Click on Save Receiving

The system will display a message when the receiving is created successfully.

After that, stock will be added immediately to the destination warehouse from which the stock request was sent.

You can also download Shortfall List & Summary of the Stock Request.

Transfer to External Location

_Path: Inventory Management > Transfer Stock section > Transfer to External Location

This feature allows you to record sending the product to an external destination e.g. when the product is damaged, loss or sent as free gift…

Sample

(1) Fill the Transfer Code

(2) Choose Source Warehouse

(3) Fill the External Location

(4) Fill Notification recipients

(5) Fill in the Reason box

(6) Click on Prepare Product List

Then, you can add or import products to transfer stock by Scan Barcode, Import or Select Products.

If you choose to Select Products from your inventory:

Sample

(1) Select the products to be added

(2) Fill the Qty.

(3) Click on Start Transferring to finish

Transfer from External Location

_Path: Inventory Management > Transfer Stock section > Transfer from External Location

This feature allows you to accept the stocks from outside of the system. Not only from another warehouse but can be from any other source.

Sample

(1) Fill the Transfer Code

(2) Choose Destination Warehouse

(3) Fill the External Location

(4) Fill Notification recipients

(5) Fill in the Reason box

(6) Click on Prepare Product List

Then, you can add or import products to transfer stock by clicking on Scan Barcode, Import or Select Products.

If you choose to Select Products from your inventory:

Sample

(1) Select the products to be added

(2) Fill the Qty.

(3) Click on Start Transferring to finish

Transfer Stock History

Sample

This History records stock movements from send stock, request stock, transfer from external and transfer to external.

Stock Control

Stock Adjustment & Stock Adjustment History
  • Link stocks in Warehouse to Front Store View

As mentioned in section 2.3.1.Stock Control Configuration, you can link products and stock data by choosing Yes on the Link stocks in Warehouse to Front Store View section in Settings menu.

  • Add New Stock Adjustment

Path: Inventory Management > Stock Control section > New Stock Adjustment

Sample

Under menu Stock Control, you can create new Stock Adjustment in a few steps:

(1) Choose the Warehouse.

(2) Adjustment Code: is automatically generated. All adjustments are saved in Inventory Management > Stock Control section > Stock

(3) Adjustment History

(4) Fill the Reason

Then click button Start to Adjust

Sample

To change Stock Adjustment status to Completed, you need to hit button Adjust.

Notes: you can Change Qty. or Adjusted Qty., depending on how you configure in Store Configuration (please refer to section 2.3.1. Stock Control Configuration)

Once the Adjustment is Complete, there is no way to undo it.

Stock level will be updated instantly in the corresponding warehouse.

  • View Stock Adjustment History

_Path: Inventory Management > Stock Control section > Stock Adjustment History

Sample

You can view all records of Stock Adjustments in this page with information including Time created, staff created, warehouse and status … Click on each Adjustment, you can see stock adjustment details.

If you click on a Completed adjustment, you will be able to export the product list of that specific adjustment by clicking the button Export.

Stock Taking & Stock Taking History

Physical Stocktaking acts can be used at any time to double-check and correct inventory discrepancy amounts in Inventory Management vs. physical inventory in your warehouses. These consist of:

  • A count, in which warehouse staff records the actual number of products in stock at the time of inspection & a manager can rely on it to update inventory in the system later

-Then a confirmation of that count performed by a warehouse manager to officially update the correct number of products in stock (Adjust Stock)

  • Stocktaking Process

Path: Inventory Management > Stock Control section > New Stocktaking

Sample

There are 5 steps in Stock taking using Inventory Management:

  • Step 1: Fill General Information

After finishing this step, Stocktaking Process Status is Pending

Sample

(1) Choose Warehouse

(2) Fill the Stocktaking Code

(3) Fill in the Participants (It is optional)

(4) Fill the Stocktaking Time of the action (It is optional)

(5) Fill the Reason

(6) Choose the products to be stock taken by clicking the Prepare Product List button (Stage 2) at the top right of the page. Alternatively, you can skip it to go straight to Stage 3 by clicking the Start Stocktaking button

  • Step 2: Prepare products before doing stock take

Select or import products to prepare before doing stock take. Stock taking status will change to Processing

Sample

(1) Mark the checkbox to select products from your product list, scan barcode or Import products from CSV file (template provided)

(2) Click Save to stay with your selected products for further edits, or click Start Stocktaking to proceed Stage 3.

  • Step 3: Do Stock Take

Fill in the Qty. of product. Now status is changed to Verified

Sample

(1) Select products needed and enter the product quantity that you have recently counted and the reason why there is quantity difference.

(2) Either click Complete Data Entry to proceed to Stage 4 and have a review of the changes; click Complete Stocktaking to finish the process; or Save to continue editing.

  • Step 4: Complete Data Entry

Save the data that has been stock taken and waiting for admin’s approval.

Sample

This Stage allows you to have a final review of your recent quantity counts. Click either Re-entry Data to edit the quantity or Complete Stocktaking to move to Stage 5. If you are not an admin, your counting results will be submitted to the admin/ manager for approval before the new quantity is officially updated and the process is marked Completed.

  • Step 5: Complete Stock Take

When admin does this, Stock taking status will be changed to Complete.

Sample

Qty. is adjusted in the warehouse. Similar to Adjust Stock, stock taking cannot be edited after status is Complete. After doing stock take, admin can easily view and export the difference between real stock in the warehouse and the stock level updated by the system

  • Stocktaking History

Path: Inventory Management > Stock Control section > Stocktaking History

Sample

(1) All Stocktaking details are listed here. Click on each record to view all details of the process. Different status shows to which stage the stocktaking process is done:

  • Status Pending means Stage 1: General Information is done

  • Status Processing means Stage 2: Prepare Products is done

  • Status Verified means Stage 3: Stock Counting is done

  • Status Complete means the whole stocktaking process is done

(2) You can also click on Add Stocktaking button to start a new stocktaking process from here.

Stock Movement History

_Path: Inventory Management > Stock Control section > Stock Movement History

The module records all the movements of stocks in warehouse. These movements are reflected in Stock Movement report under Stock Control submenu.

Sample

(1) The table shows SKU of the products added or subtracted from warehouse, the changed Qty., Warehouse name, Date and Reference number to see the details on a click.

(2) Export: Admin can also easily export Stock Movement details into CSV or Excel XML.

Prediction

Supply Needs

_Path: Inventory Management > Prediction section > Supply Needs

This feature predicts how many inventory items a warehouse need for each product within a future period. The system will calculate this number based on your sales history in the corresponding period in the past.

Sample

(1) Warehouse(s): Select the warehouse to forecast supply needs.

(2) Sales Period: Select the sales period so that the system will calculate this number based on this sales history.

(3) Forecast Supply Needs Until: Pick the date that you want to see forecast results.

(4) Click to Show Supply Needs button to finally view the prediction.

The forecast data will be shown in the table as below:

Sample

(1) The table displays supply needs information as below:

  • Current Qty: the product quantity that you currently have in the warehouse

  • Sold Qty per day: average quantity sold per day of the product during the chosen sales period

  • Availability Date: the system predicts your stock is enough to be sold until this date. After this date, your product is estimated to run out of stock.

  • Supply Need: the quantity of product that expected to be sold until the time stamp you set.

(2) The Supply Need Forecast can be exported to CSV or XML file by hitting Export button.

(3) You can start another prediction by expanding and editing criteria for supply forecast and hit Show Supply Needs again to refresh the prediction result.

Low Stock Rules

_Path: Inventory Management > Prediction section > Low Stock Rules

Notes: Low Stock Alert is when a type of product is on the verge of low-stock, Low Stock Alert will alert the Inventory manager to import more items. This feature avoids lack of items to supply for stores.

Sample

Select an existing rule to edit or click Add New Rule button at top right of the page. Admin can create unlimited rules to notify low stock status. One rule contains: Rule Information, Conditions & Action. There is no limitation in the quantity of rules set

  • *Rule Information

Sample

(1) Rule Name: Enter the low stock rule name

(2) Description: Add a brief about the rule (optional)

(3) Status: Select Active to enable the rule

(4) Use Calendar to choose From and To date for a term of validity (optional)

(5) Select an update time: either Daily or Monthly

The system periodically checks stock availability and automatically send email notifications admin and warehouse managers.

(6) Select hours the warning message will be sent

  • Conditions

There are 2 types of low stock rule:

Sample

  • **Type 1: Availability Quantity

Availability Qty.: you can select Qty. threshold that the system will notify to import.

(1) Low-stock Threshold Type: Select Availability Qty.

(2) Threshold (quantity): Set the number of threshold quantity

(3) Notification Scope: Select Both Warehouse and Global for notification scope

(4) Warehouse(s): Select Warehouses for those rules will be applied.

Sample

  • Type 2: Availability Day: you can select Day Threshold that system can notify you to import items. You do not need to enter the Qty. here because the system will automatically calculate the selling rate based on the sale period you provided and the real Qty. in your warehouse and (store).

(1) Low-stock Threshold Type: Select Availability Days

(2) Threshold (days): Set the number of threshold days

(3) Sales Period (days): Set the number of sales period days

(4) Notification Scope: Select Both Warehouse and Global for notification scope

(5) Warehouse(s): Select warehouses for those rules will be applied.

  • Action

Sample

(1) Notification recipient list: Enter an email list to send the low stock notifications to

(2) Warning Message: Enter content of the warning message

(3) Click Save Rule or Save and Apply to finish

  • Save and Continue Edit: to save the process and continue edit on the current page.

  • Save and Apply: you can apply rule immediately

  • Save Rule: you can save the rule, but it will not be applied, in case you need to ask for permission before applying or double-check with other people.

Note: You can edit the rule that you Save and Apply or Save by going to Stock Management > Prediction section > Low Stock Rules > clicking on Edit

Sample

Low Stock Notification

Path: Inventory Management > Prediction section > Low Stock Notifications

Sample

Low Stock Notifications list displays warning messages about the products which are nearly out of stock in warehouses. It shows all notification with information including Sent at, Update Type, Email received, Recipients and Action. Each notification log can show details of all products that have been low stock including Name, SKU, Image, Qty. Notified and Time Notified.

Inventory Report

Path: Retailer Reports > Manage Reports

Sample

In the Retailer Reports view, you can access to Sales Reports and Inventory Reports. Click on each report to view the detailed information.

Sales Report

There are 6 types of Sales report: Products, Warehouse, Shipping Method, Payment Method, Order Status and Customers. Click in the report name and do 3 following steps to view detailed information.

Sample

(1) Choose a period of time to view report

(2) Choose warehouse(s) to view report, you can choose to see report in one warehouse, some warehouses or all warehouses.

(3) Click on Show Report button to view report

For example, above is the Sales report by products SKU in last 7 days in 2 warehouses (LA 1354 and LAX1253).

Inventory Reports

There are 5 types of Inventory Reports, click on each report to see detailed information

Value of Stock on Hand

Sample

To view Inventory Report by Value of Stock on Hand, select a warehouse from the drop-down list.

Stock Quantity

Sample

To view Inventory Report by Stock Quantity, select a warehouse from the drop-down list.

Compare by Warehouse

Sample

To view Inventory Report that show comparison among warehouses, follow the following 3 steps:

(1) Select warehouses to compare

(2) Select type of value to compare, you can choose among Available Qty, Qty to ship, Qty in Warehouse, Inventory Stock, Inventory Value, Retails Value, Potential Profit, Profit Margin

(3) Click on Show Report button to view detailed report

Incoming Stock

Sample

To view Inventory Report by Incoming Stock, just click in Incoming Stock in the REPORTSUCCESS view and the detailed information will be shown as above.

Historical Inventory

Sample

To view Historical Inventory Report, just click in Historical Inventory in the REPORTSUCCESS view and the detailed information will be shown as above.

Barcode Management

Barcode Listing

Path: Barcode Management > Barcode Listing

Barcode listing displays all barcodes of all products saved in Inventory Management. It contains Barcode, SKU, Supplier and Purchased Time. From this screen, admin can easily Import Barcode or Generate Barcode with 2 buttons on the top right.

Sample

Admin can also view detail of each barcode and product.

Click on View in the Detail column, then you can see each barcode details.

Sample

You can see Barcode Information as above.

Sample

You can see Barcode Print Configuration. In addition, you also can print the barcode right here.

(1) Select Barcode Template and Preview: select your preferred barcode template (Standard, A4, or Jewelry), then click on Preview button to view it

(2) Qty. to print: enter the number of barcodes you want to print. Then click on Print button

Sample

Besides, you can see Product Information, including Image, Name, Price, Qty., Stock Availability and Status.

Click on More Details button to view all information about the product.

Barcode Label Templates

Path: Barcode Management > Barcode Label Templates

You can create your own barcode template by adding new template. There are also 3 most used templates as default templates in the extension: A4, jewelry and standard for you to select

  • Management Barcode Templates

Here, you can see list of barcode templates that you have created.

Sample

(1) Click on Edit in the Edit column to view and edit Barcode Template

(2) Click on Add New Template if you want to create a new one.

  • Add a New Barcode Templates

Sample

You can see the Barcode Label Roll at the right. The image demontrates the dimensions of the label roll that barcodes are printed on.

(1) Select Barcode Label Format: select your preferred format (Standard, A4 or Jewelry)

(2) Template Name: enter the name of the template

(3) Status: select the status of the label (active or inactive)

(4) Barcode Symbology: select the symbology of that barcode

Barcode Symbology is the language or encoding that barcode uses. It will be shown on the printed barcode. The barcode scanner will decode it, then change it into character that you can type or edit.

(5) Measurement Unit: select the unit for barcode size

(6) Label per row: only used ONE (1) for jewelry template

(7) Paper measurement: enter paper height and paper width (no need to type the unit).

(8) Label measurement: enter label height and label width (no need to type the unit)

Sample

(9) Font Size: enter the number (no need to type the unit)

(10) Margin top, Margin left, Margin bottom, Margin right: enter the number

(11) Product Attributes: select which attribute used this new barcode label template

(12) Choose the Rotate Label

(13) Preview: select:

  • Use Default: the created template will be used as default immediately

  • Preview: the preview will be shown under the button

  • Print: print to see what the template will be shown in reality

After all, click Save to save the created one

Generate Barcode

Path: Barcode Management > Generate Barcode

Sample

(1) General Information: select one of these two options

  • Generate a new one if selected SKU already had barcode

  • Remove existed barcodes of selected SKUs

  • Then enter the reason if you have (this will help you find barcode easier)

(2) Choose Product: Click on the box to select the product you want to generate code

Besides, you can enter the name of Supplier

To complete this process, click on Generate button on your top left.

Then you will be linked to Barcode Generated History page where you can view History Information and if you click on View in the Detail column, you will see the barcode details.

Import Barcode

Path: Barcode Management > Import Barcode

Here you can import your pre-generated barcodes via a CSV file.

Sample

(1) A default template is provided for your reference.

(2) Import File: select a CSV file to import / Choose your current setting (Save new barcode or Remove old barcodes)

(3) Reason: enter the reason you import barcode

After all, click Import to finish.

Scan Barcode

Path: Barcode Management > Scan Barcode

You need a Barcode scanner which can connect with your computer to perform this action. Then you can scan to read product information or update stock Qty., this saves you a remarkable amount of time when doing Stock taking

The Scan Barcodes site will be shown as above. Now, let’s move to each step (marked on the above image)

  • Step 1: Enter the Barcode on this Field

Sample

  • **Step 2: Read the Barcode Management

Sample

  • **Step 3: View the Product Information

Click on More Detail button to view full information of products

Sample

  • **Step 4: Print Barcode on Page after Scanning Barcode

Sample

Select the template and enter the Qty. to print.

Then, click on Print button to print barcode

_Path: Barcode Management > Print Barcode

Here you can select the barcode template from the templates created before to print.

Sample

(1) Select Barcode Template: select the template (A4, Standard or Jewelry)

(2) This shows a preview for you to check the template before printing it

(3) The list of barcodes will be shown in the table, tick on the one you want to print

After all, click Print

Barcode Generated History

_Path: Barcode Management > Barcode Generated History

You can view the history table showing information such as ID, created Date, which User created, Barcode Qty., Type (Generated or Imported) and Detail.

If you click on View in the Detail column, you will be linked to Barcode Created History Details site as below:

Sample

You will see when, who and why created Barcode. You can view the list of created barcodes in the table. If you click on View in the Detail column

Purchase Management

Manage Suppliers and Pricelist

Manage Suppliers

Path: Supplier > Manage Suppliers

Sample

a) Supplier List

In Supplier Management view, you can view all your suppliers list with a lot of information including Supplier name, Supplier code, Contact email, Status. Besides, you can edit, change status or delete suppliers one by one or in bulk. In this page, you also can export the supplier list to CSV/XML files by clicking on the Export button shown as the image above.

b) Add New Supplier

To add a new supplier, click to the Add New Supplier button on the top-right corner of the Manage Suppliers page view. Then you will be navigated to Add New Supplier view page.

Sample

  • Supplier Information

(1) Supplier Name: Insert name of supplier

(2) Supplier Code: Enter a code of the supplier, it can be Commercial and Government Entity (CAGE) code of supplier, or supplier number, or supplier code, etc.

(3) Contact Person: Name of a representative who you contact on behalf of the supplier

(4) Email: Email of the supplier or their representative

(5) Status: Choose Enabled to enable the supplier

(6) Description: Write a description about the supplier

  • Mailing Address

Sample

All information in this tab are optional, so you don’t need to completely fill all of them.

  • Product List

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This tab allows you to add and manage products of the supplier you are creating. You can assign products to your supplier by importing a CSV file.

To import products, click on the Import products > Choose File button, select a CSV file, then click on the Import button.

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If you are not clear about the format of the CSV file, you can download our sample file.

After products imported, the list of products will be updated with ID, Name, SKU, Supplier product SKU, Cost, Tax from the CSV file.

Manage Pricelist

Path: Supplier > Manage Pricelist

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NOTE: Pricelist is a list of prices for the goods offered by a supplier. It usually consists of Minimal Qty and Cost

In the Pricelist Management, you can view the pricelist with information such as Product SKU, Product name, Supplier, Minimal Qty, Purchase Price, Start date, End date.

In this page, you can:

  • Add Pricelist: Click on Import Pricelist button

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Then choose a CSV file from your computer, and click on Import button. If you are not clear about the format of the CSV file, you can download our sample file.

  • Update Pricelist: you select the pricelist you want to update, change information of the pricelist, then click to Mass Update button

  • Remove Pricelist: you can remove pricelist one by one by clicking on Remove in each pricelist line, or remove mass pricelist by choosing pricelists you want to remove and click on Mass Remove button.

Manage Quotation

NOTE: A Quotation (or a request for quotation) is the proposal of price and quantity of goods that store owners send to suppliers. The quotation will become purchase order when a seller sends confirmation of price and availability of products stated in the quotation.

Create a New Quotations

Path: Purchase Management > Quotation > Create Quotation

a) Input General Information

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To create a new quotation, fill in all required information including Created Time, Supplier, Currency, Currency Exchange Rate and Comment(optional). After that, click on Prepare Product List to go to the next step.

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b) Prepare Product List

In this step, there are 6 ways for you to prepare product list as shown below:

(1) Import Products via a CSV file (a sample file is provided)

(2) Scan Barcode to prepare product (if Barcode Management module is also installed);

(3) Prepare product list based on Supply Need Products forecast. The system will calculate the number of stock that may be in need in an upcoming period based on its sales. There are 4 steps you need to follow:

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  • Step 1: Select the criteria for the system to forecast Supply Need Products:

  • Warehouse: choose the warehouse containing the stock to be forecasted;

  • Sales Periods: the system will examine the stock’s sales statistics in this period to make forecast. Options in the drop-down list include last 7 days, last 30 days, last 3 months and custom range (if you want another specific period);

  • Forecast Supply Need to: the system will predict if the stock on hand is enough for sales until this date.

  • Step 2: Click on Show Supply Needs and the Supply Need results will appear in the table. The table shows the current quantity in stock, its sales quantity per day, date when your stock on hand is still enough for sales and the supply need quantity.

  • Step 3: Select the products in the table that you want to add to the Quotation.

  • Step 4: Click Add Selected Products and the products will be added to the Quotation

(4) Prepare Back Order Products. Back order products are those that have been ordered by customers but currently not available in stock;

(5) Prepare Low Stock Products.

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If Inventory Management module is installed, Low Stock products are suggested according to your low stock rules. Select a low stock notification from the drop-down list, then select the products you want to create quotation and click Add Selected Products.

(6) Select products from the list of products from that specific supplier with the All Products from Supplier button.

You can manually enter the Purchase Cost, Tax, Discount and Ordered Qty for each product in the grid. Current cost is the unit price you already knew, which can be blank. Purchase cost is the unit price at the time of creating the PO. Remember to click Update Items to save your edits.

After entering all required fields, click Save button and Order Totals is automatically calculated as below.

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c) Edit Shipping and Payment Method

You can set up Shipping and Payment method for the quotation:

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(1) Shipping Address: Enter the address you want the stock to be shipped to

(2) Shipping Method: Select a shipping method for the quotation

(3) Shipping Cost: Estimate and enter the shipping cost

(4) Shipment Start Date/ Expected Delivery Date: Set dates when you start the shipment and expect delivery

(5) Payment Term: Select the payment term

(6) Order Placed Via: Choose the method to send order: N/A, Email, Phone, Fax, Vendor website

Manage Quotations

Path: Purchase Management > Quotation > Quotations

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In the Manage Quotations page, you can Create Quotation by clicking on Create Quotation, or view all quotations in a list. Each quotation is shown with related information: Reference Number, Created Date, Supplier, Requested Qty, Grand Total (Inclusive Tax), Status and Action (to view more details).

Note: quotations which are converted into PO will be removed from this list.

Manage Purchase Order

Create New Purchase Order Manually

Path: Purchase Management > Purchase Order > Create Purchase Order

a) Input General Information

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To create a new quotation, fill in all required information including Created Time, Supplier, Currency, Currency Exchange Rate and Comment(optional). After that, click on Prepare Product List to go to the next step.

b) Prepare Productlist

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In this step, there are 6 ways for you to prepare product list as shown below:

(1) Import Products via a CSV file (a sample file is provided)

(2) Scan Barcode to prepare product (if Barcode Management module is also installed);

(3) Prepare product list based on Supply Need Products forecast. The system will calculate the number of stock that may be in need in an upcoming period based on its sales. There are 4 steps you need to follow:

Sample

  • Step 1: Select the criteria for the system to forecast Supply Need Products

  • Warehouse: choose the warehouse containing the stock to be forecasted;

  • Sales Period: the system will examine the stock’s sales statistics in this period to make forecast. Options in the drop-down list include last 7 days, last 30 days, last 3 months and custom range (if you want another specific period);

  • Forecast Supply Need To: the system will predict if the stock on hand is enough for sales until this date.

  • Step 2: Click on Show Supply Needs and the Supply Need results will appear in the table:

  • Current Quantity: the product quantity that you currently have in the warehouse

  • Sold Quantity per day: average quantity sold per day of the product during the chosen sales period

  • Availability Date: he system predicts your stock is enough to be sold until this date. After this date, your product is estimated to run out of stock.

  • Supply Need: the quantity of product that expected to be sold until the time stamp you set.

  • Step 3: Select the products in the table that you want to add to the Quotation.

  • Step 4: Click Add Selected Products and the products will be added to the Quotation.

(4) Prepare Back Order Products. Back order products are those that have been ordered by customers but currently not available in stock;

(5) Prepare Low Stock Products.

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If Inventory Management module is installed, Low Stock products are suggested according to your low stock rules. Select a low stock notification from the drop-down list, then select the products you want to create quotation and click Add Selected Products.

(6) Select products from the list of products from that specific supplier with the All Products from Supplier button.

You can manually enter the Purchase Cost, Tax, Discount and Ordered Qty for each product in the grid. Current cost is the unit price you already knew, which can be blank. Purchase cost is the unit price at the time of creating the PO. Remember to click Update Items to save your edits.

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After entering all required fields, click Save button and Order Totals is automatically calculated as below.

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c) Edit Shipping and Payment Method

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(1) Shipping Address: Enter the address you want the stock to be shipped to

(2) Shipping Method: Select a shipping method for the quotation

(3) Shipping Cost: Estimate and enter the shipping cost

(4) Shipment Start Date/ Expected Delivery Date: Set dates when you start the shipment and expect delivery

(5) Payment Term: Select the payment term

(6) Order Placed Via: Choose the method to send order: N/A, Email, Phone, Fax, Vendor website

d) Confirm Purchase Order

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To confirm purchase order, click on Confirm Purchase Order

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As the Purchase Order is processing, you must finish 5 following tabs:

  • Summary: This tab displays all the PO’s information you have entered in the previous steps

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  • Received Items:

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This tab updates how many of each product in the PO you have received. Click on Import Received Items to import a file of received items, or you can click on Scan Barcode to enter the product’s barcode and update delivery status if you have installed Barcode Management.

Click on Receive All Items button to fully receive all items in your purchase order, or click on Receive Items to partially receive your purchase order.

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In Receive Items page view, choose received Date, choose items and Q.ty to receive, and click on Received to finish receive items.

  • Returned Items:

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This tab records all products in the PO which you have returned to the supplier. Please note that you can only return products which you have received.

Click on Import Returned Items to import a file of returned items, or you can click on Scan Barcode to enter the product’s barcode and update delivery status if you have installed Barcode Management.

To return items manually, click on Return Items

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Return Items window will appear. Enter the date of return, select product(s) to be returned, type in the quantity to be returned, you can also choose to import returned items in this page. Finally, click on Return button to return items.

  • Invoice:

This tab allows you to create invoice for the PO including payment and refund amount.

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Click on Create an Invoice and a new window will appear.

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Enter the date of creating the invoice; select product(s) to be invoiced; type in the quantity to be billed, unit price (if different), tax and discount in percentage and finish by clicking Save.

You can also Import Invoice Items by choosing Import Invoice Items in the right top.

  • Transferred Items:

This tab allows you to choose to transfer deliveries into a specific warehouse. Please note that you can only transfer products which you have received.

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Click on Import Transferred Items to import a file of returned items, or you can click on Scan Barcode to enter the product’s barcode and update delivery status if you have installed Barcode Management.

To transfer items manually, click on Transfer Items

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A Transfer Items window will appear. Enter the date of transferring; choose the warehouse to transfer products to; select product(s) to be transferred; type in the quantity to be transferred and finish by clicking Transfer.

You can also import transferred items in this page by clicking on Import Transferred Items button at the right top.

  • Shipping and Payment tab: views and edits shipping and payment information for the PO which you may have input in creating the PO.

  • General Information tab: displays the General Information that you input when creating the PO.

e) Complete Purchase Order

During the process of Confirm Purchase Order, you can complete the purchase order any time by clicking the Complete PO button at the right of the page. You can also Print, Send Email, Cancel or Save the PO during the process.

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You can complete a purchase order even when you have not received all requested items. When the purchase order status is completed, you cannot receive items any more, but you can still transfer received items into warehouses by clicking on Transfer Items.

Generate Purchase Order from Quotation

Path: Purchase Management > Quotation > Quotations

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In the Manage Quotation page view, click on View a quotation which has the status as Processing. Then you’ll be navigated to a new window.

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To generate a purchase order from this quotation, click in Convert Quotation to PO button at the right top. Then you’ll be navigated to a purchase order view.

Manage Purchase Order

_Path: Purchase Management > Purchase Order > Purchase Orders

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The Manage Purchase Orders page contains information related to all POs including Reference Number, Date of the PO, Supplier, Ordered Qty, Received Qty, Billed Qty, Total Paid, Grand Total and Status. In this page, you can create new purchase order and view/ edit a purchase order.

There are 3 types of Status indicating to which stage the PO has been processed:

  • Pending: when you have input General Information and prepared product list;

  • Processing: when you click the Confirm Purchase Order button

  • Completed: when you click the Complete PO button.

Click on View a PO to see more details of the PO and you can continue editing the PO

Return Order

Create Return Request

a) Input General Information

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(1) Created Time: enter the date when the request is created

(2) Warehouse: choose a warehouse from which products will be returned

(3) Supplier: choose a supplier to which products will be returned

(4) Reason: Write a reason why you want to return products (optinal)

After all, click on Prepare Product List to turn to the next step.

b) Prepare Product List

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In this step, you can Import Products as a CSV file, Scan Barcode of products if you have installed Barcode Management, or you can manually choose products to return by clicking on All Products from Supplier.

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Tick on the checkbox to choose product you want to return, enter the Q.ty and click on Add Selected Products to save your work.

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After that clicking on Confirm Return Request to move to the next step

c) Complete Return Request

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To complete Return Request, click on Complete PO button at the right top.

As the return request is completed, you can now choose to transfer product to supplier. Click on Delivery Items to choose product to deliver.

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Set a date that the products will be transferred, and tick at the check box Subtract stock on warehouse to allow the system to automatically subtract stock on warehouse. Then, choose the item you want to transfer, enter the Qty for each item and click on Delivery to finish. In this page, you can also import a list of delivered items by clicking on Import Delivered Items.

You can partially transfer products until you fully transfer it. All transferred products are shown in the Delivered Items tab. View this tab for detailed in formation.

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After all, click on Save to save your work.

Manage Return Order

Path: Purchase Management > Return Request > Return Request

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Manage Return Request page contains information including Return Request Number, Return At, Supplier, Warehouse, Returned Qty, Delivered Qty, Status and Action.

There are 3 types of Status indicating to which stage the Return Requests has been processed:

  • Pending: when you have input General Information and prepared product list;

  • Processing: when you click the Confirm Return Request button;

  • Completed: when you click the Complete PO button.

To view detailed information of a return request, click on View button.

Gift Card

How to Manage Gift Card

Manage Gift Card Templates

Path: Gift Card > Manage Gift Card Template

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The Gift Card Template Manager page will be displayed as below:

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As you can see, this page lists all available templates in the system. You can add/edit/delete a template and export the list of templates to .CSV/.XML files. If you want to change status /delete templates in mass, simply select multiple rows, apply an action then click on Submit button

In Template Design column, there are 5 default Gift Card templates with 4 different design styles for you to select:

  • Left templates: picture aligns with the left of Gift Card

  • Top Templates: picture aligns with the top of Gift Card

  • Centre Templates: picture aligns with the center of Gift Card

  • Simple Templates: a template for any stores with simple & clean design

  • Amazon Gift Card Style: a template which is similar to Amazon gift card

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If you want to create new Gift Card templates, select Add Gift Card Template button and finish the form as below:

  • General Information:

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(1) Template name: Enter a name of the Gift Card template

(2) Status: Select Active to enable this template to be chosen when you create Gift Card product

(3) Template design: Choose Left /Right/Top/Simple/Amazon-gift– card to align the image with the design of left/right/top/simple/Amazon style as you can see right behind the fields.

(4) Title: Set the title of Gift Cards using this template instead of the default title Gift Card.

(5) Style color: Choose the color of texts in Gift Card title, Value and Gift Cide fields.

(6) Text color: Choose the color of other texts (fields’ name, message, notes, etc.).

(7) Background image: Upload an image to use as a background of Gift Card.

Notes: customers will not be able to change the background image.

(8) Notes: Add notes, such as usage conditions, for Gift Card.

For example: Converting to cash is not allowed. You can use the Gift card code or redeem it to credit balance to pay for your order,

You can click on Preview button at the top right corner to see how Gift Cards using this template will look like. All changes in title, template design, style color and text color will be shown in a popup. If you want to view the background image applied on a Gift Card, click Save and Continue Edit button and then preview as above.

  • Images:

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In this tab, you can create a list of images for Customers to select when they buy Gift Card in the frontend. Just click on Add button and choose image files to upload.

Note:

You should use images with the following recommended sizes for better display:

  • Template style is Top: 600x190px.

  • Template style is Left: 250x365px.

  • Template style is Center: 600x365px.

  • Template style is Simple or Amazon gift card

Click Preview under each image to see how Gift Card will look like. When you finish, remember to click on Save or Save and Continue Edit to save your work.

Create/Edit Gift Card Products

There are two ways to create a Gift Card product: on Manage Gift Card Products page and on Manage Products page.

a) Manage Gift Card Products

Path: Gift Card > Manage Gift Card Products

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  • Step 1: Set up

Click on Add Gift Card Product button as above:

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Click on Continue button then enter information as a normal product.

  • Step 2: Configuring the following session

  • General: Different from normal products, there is another required field, Select Gift Card template, allowing you to choose templates for Gift Card product. You can add more templates to this field in Manage Gift Card Templates.

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(1) Name: Enter a Name of Gift Card

(2) Description: Describe the New Gift Card

(3) Short description

(4) SKU: Enter SKU

Weight: Enter Weight of Gift Card if it’s real one, not a virtual one.

(5) Set Product as New from Date: Set the starting date from which your Gift Card is new

Set Product as New to Date: Set the ending date to which your Gift Card is no longer regarded as New

(6) Status: Select Active to enable the New Gift Card.

URL key: Enter an URL Key for this Gift Card

(7) Visibility: Select Catalog or Search or both to display Gift Card when customers search

(8) Select The Gift Code Sets: To set gift code, you can refer to Manage Gift Code Set to know more)

Select Gift Card templates that are available for the Gift Card products. A Gift Card product can include many templates.

(9) Enable on Web POS: Select Yes to enable the Gift Card on Web POS

  • Prices:

In Prices tab, Admin can configure prices and values of a Gift Card Product.

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(1) Tax Class: Select a type of tax class to apply for the new Gift card product

(2) Type of Gift Card value: Select a type of Gift Card value

(3) The system provides 3 types of Gift Card value, including fixed value, range of values and dropdown values. You can base on the type chosen to set Gift Card value(s) accordingly such as 50-100 (USD) for the range of values type.

(4) Credit value: Enter Credit Value if it is allowed

(5) Gift Card Value: Enter the Gift Card Value

(6) Type of Gift Card price: Selecting the type of Gift Card price, which could be 1 in 3 following options:

  • Same as Gift Card value: Gift Card price is same as Gift Card value

  • Fixed Price: Gift card price is set at a fixed number.

  • Percent of Gift Card value: Gift Card price is a percentage of Gift Card value as you configure in the next field.

Note: when you choose Range of values or Dropdown values in the Type of Gift Card Value you need to fill in several fields as follows:

For example:

If you choose Range of values, you need tofill in all the required information below:

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  • Type of Gift Card value: Range values

  • Minimum Gift Card value: 150

  • Maximum Gift Card value: 100

  • Type of Gift Card price: Percent of Gift Card value

  • Percentage: 90

If you choose Drop down values, you need to enter the following fields:

  • Type of Gift Card value: Dropdown values

  • Gift Card values: 30,50,70

  • Type of Gift Card price: Percent of Gift Card value

  • Percentage: 90,90,90

Thus, customers only pay 90% of Gift Card value, which means $45 for a $50 Gift Card for instance.

  • Conditions:

The difference between a Gift Card product and a normal product is that a Gift Card product contains 2 more condition tabs, which are Shopping Cart Conditions and Cart Item Conditions.

The Shopping Cart Conditions tab enables you to set up the conditions applied to shopping cart when Customers use Gift Card, for example: Customers can only use their Gift Card for orders which have Subtotal greater than $200.

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The Cart Item Conditions tab allows you to set up Gift Card usage conditions applied to each item in Customers’ shopping cart. For example, Customers can use their Gift Cards to pay for orders only if the Category is Women - Top, and Blousers.

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Notes: Normally some common product attributes are enabled to use with promotion rules by default. If you don’t see the attribute you want to set Gift Card’s Conditions, such as SKU, you can go to Catalog > Attributes > Manage Attributes. Search and choose Attribute Code, such as SKU. Then change Use for Promo Rule Conditions to Yes.

To know more about other tabs in the New Product setting such as Design, Inventory, Barcode, Websites, Categories, Related Products…., you can refer to Section 4.1.4.3. Add New Product – Gift Card for more details.

Remember to click on Save or Save and Continue Edit button to save your work. After saving, the Gift Card product which you have just created will be shown on Gift Card Product Manager page as below:

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b) Manage Products Page

Path: Catalog > Manage Products

  • Step 1: Get started

Click on Add Product button

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Select Product Type: Gift Card

  • Step 2:

Click on Continue button and enter required information as the the first way of creating Gift Card product as above.

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After saving, Gift Card product which you have just created is shown on Gift Card Product Manager page as below:

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To edit any Gift product, you need to click on corresponding row or link Edit. Remember to click on Save or Save and Continue Edit button after editing to save your work.

Generate Gift Codes

_Path: Gift Card > Generate Gift Codes

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You will be navigated to Gift Code Pattern Manager page.

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To add a new template to generate gift codes, click on Add Gift Code Pattern button and configure information as below:

  • General Information:

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(1) Pattern name: Enter a name of the template to generate gift codes

(2) Gift code pattern: Configure the pattern to generate gift codes in mass including the following code:

  • [A.8]: 8 alpha characters

  • [N.4] : 4 numeric characters

  • [AN.6] : 6 alphanumeric characters

If you enter GIFT-[A.4]-[AN.6] as the sample, the system will auto-create a bunch of gift codes matching this pattern, GIFT-ADFA-12NF0O for example.

(3) Gift code value: Enter a value for gift codes.

(4) Currency: Choose a currency unit for gift code value

(5) Expired on: Set the expiration date for gift codes

(6) Template: Select a gift card template

(7) Template image: Select template image for gift code

(8) Gift code Qty: Enter the number of gift codes generated based on the pattern above.

(9) Store View: Set places where customers can use the gift code

  • Conditions:

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In this tab, you can set special conditions applied to shopping carts when Customers use gift codes generated to check out.

After setting up, click on Save Pattern, Save and Continue Edit or Save And Generate button, the template created will be shown in the Gift Code Pattern Manager grid as below:

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When you click on Save And Generate button, gift codes will be auto-generated. After that, Gift Codes Information page will show a new tab

  • Gift Code Information:

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Besides viewing details and status of gift codes generated, you can export the list of Gift Card codes to .CSV or .XML file by clicking on the drop-down list Export to, choose one of the options provided and then click on Export button.

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Manage Gift Codes

_Path: Gift Card > Manage Gift Codes

a) Manage Gift Codes

You will be navigated to Gift Code Manager page.

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This page gives you a detailed list of all gift codes in your system, including gift codes created from Gift Card orders in front-end and gift codes generated in back-end. Each gift code is provided with essential information, such as the Initial Value, the Current Balance and gift code’s status, etc. To help save much time in managing, our module allows you to select multiple gift codes and apply the following action(s) in mass.

  • Export the list of gift codes to CSV/XML files

  • Change status/send email/delete/print gift codes.

Notes: Gift codes without recipient email address cannot be sent.

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Besides, you can add new gift codes manually, import gift codes in bulk from CSV files and edit each gift code by clicking on Edit link at the end of each corresponding row.

b) Create New Gift Codes

There are two ways to create new gift codes:

(1) Import Gift Codes (import data from your device to the system)

(2) Add new Gift Code

  • Method 1: Import Gift Codes

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(1) Import File: Click on Choose File to upload your file of gift code

(2) Download Sample of CSV gift code file

(3) Click on Import or Import and Print to finish

  • Method 2: Add New Gift Codes

If you want to create a new gift code manually, select Add Gift Code and finish the form as below:

  • General Information

Sample

(1) Gift Code Pattern: Configure the pattern to generate a gift code as the following example:

[A.8]: 8 alpha characters

[N.4] : 4 numeric characters

[AN.6] : 6 alphanumeric characters

If you enter GIFT-[A.4]-[AN.6] as the sample, the system will auto-create a gift code matching this pattern, GIFT-ADFA-12NF0O for example.

(2) Gift Code Value: enter a fixed value for the gift code

(3) Currency.: Select the currency unit for gift code value

(4) Template: Chose a Gift Card Template which is used for the gift code generated, in case it is sent to Customers by email or post office.

For adding or editing more templates, you can refer to the Manage Gift Card Template section above.

(5) Template image: Select the image used with the Gift Card template chosen above. You can also edit this image on Gift Card Template Manager page (please refer to Manage Gift Card Template section for more details).

(6) Status: Choose Active for the gift code, and then Customers can use it in frontend.

(7) Expired on: Select the expiration date for the gift code.

(8) Store View: Choose places where customers can use the gift codes.

(9) Last Comment: Add Admin’s notes if needed

  • Conditions

Similar to Shopping Cart Conditions tab and Cart Item Conditions tab when creating new Gift Cards, these two tabs on New Gift Code page allow you to set conditions applied to shopping carts and items in cart when Customers use this gift code to check out.

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  • Message Information

If you intend to send the gift code to a specific person, a Customer, for example, this tab allows you to add information about the Customer, the recipient, and a custom message.

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After entering all data, remember to click on Save, Save And Send Email or Save and Continue Edit to save your work.

Manage Gift Codes Sets

Gift code set is a list of codes that store owners import into the system to sell. When you create gift card product, you can choose gift code set for that gift card product:

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Path: Gift Card > Manage Gift Code Sets

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To create gift code sets, choose Add Gift Code Set.

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In General Information tab, you can do the following steps to import Gift Code Sets.

(1) Enter a name for a new Gift Code Set

(2) Upload file Gift Code sets

(3) Download Sample CSV/File

  • Gift Code Information

To edit gift code set, click on Gift Codes Information tab.

Here you can click on the Gift Code Set you would like to edit. You can upload a new CSV file of gift code or edit each gift code’s information in the set.

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Manage Gift Card Credit Balance

Path: Customers > Manage Customers

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(1) Click on any row of customer

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(2) Choose Gift Card Credit tab

On this page, you can view current Gift Card credit balance and Balance History of a Customer.

To change Customers’ Gift Card balance, follow the below steps:

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(1) Enter the amount of money into Change Balance text field

(2) Click on Save Customer or Save and Continue Edit button.

The balance will be updated and the change will be added to Balance History grid as above.

Use Gift Card/Code When Creating New Orders in Back-end

Path: Sales > Orders> Create New Order

On Create New Order page, after selecting a Customer and adding a product to an order, the system will show the Gift Card box, which allows you to use Gift Card credit balance or Gift Card code(s) of the Customer to pay for this order.

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(1) Mark the check box Use gift card to checkout

(2) Enter a Gift Card code: it means that customers will use the Gift Card code they have received to place an order.

(3) Click on Apply Gift Card button.

After applying, the discount from Credit Balance/Gift Card Code will be subtracted from the Subtotal as below:

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Refund Orders into GiftCard Credit Balance in Back-end

When Customers request to refund their orders which Gift Card credit/ gift code was used as a payment method, the system will show a box to enter the amount of money which will be refunded into Customers’ credit balance or Gift Card code.

If Customers have their own account on your site, this amount will be refunded into their Gift Card credit balance by default even if they use either their credit balance or Gift Card code to check out.

If Customers don’t have accounts on your site, this amount will be refunded into their Gift Card codes.

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In the Orders page view, click on View to open order marked as Complete

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To create a refund for the Completed Order, click on Credit Memo button on the top bar of the Order View page;

Then in the Refund Totals box, you should:

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(1) Enter the number of money to refund to gift card credit balance

(2) Click onRefund Offline to finish.

Notes: Once Gift Card is used (redeemed or used to buy other products), it cannot be refunded to cash.

History

Path: Gift Card > History

All actions related to Gift Card such as: Create, Update, Mass Update, Spend on order, Refund and Redeem are recorded on Gift Card History page.

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On Gift Card History page, you will know when Gift Cards were created/ updated/ redeemed/ spent/ refunded and by whom as well as their values and status.

You can filter data with the above criteria to get more accurate reports. Information can be exported to .CSV or .XML files for your convenience.

How Customers Manage Gift Card

How Customers Order a Gift Card Product

Gift Card can be ordered as a normal product. Customers can enter or choose the value and quantity of Gift Card they want to order, then click on Add to Cart button.

Sample

The price of Gift Card product may differ from Gift Card value. It depends on Admin’s configuration in backend, which could be a fixed value or a percentage of Gift Card value. If the price type is a percentage, Customers will see the corresponding Gift Card prices when they choose different Gift Card values.

For better Gift Card appearance, after choosing a preferred template, Customers can select between 1 of provided images. It is possible for Customers to personalize their Gift Card by uploading their own image as well. The recommended size for image to upload is 250x365px. 3 file types are supported including .GIF, .JPG and .PNG.

If Customers upload an image with an unsupported file type or the image is larger than the maximum file size configured by Admin, the system will auto-show an alert message to notify them.

Customers can also see the expiration date of the Gift Card on Gift Card image.

For Gift Card products that have usage conditions, the conditions will be displayed in a tooltip form when hovering over the hyperlink text as shown below:

Sample

Customers can also send Gift Cards to their friends by ticking Send Gift Card to friend checkbox and enter all the required fields:

Sample

(1) Sender name: Enter the name of the sender if necessary

(2) Recipient name: Enter the name of the recipient

(3) Recipient email address: Enter the email address of the recipient. The system will send an email which contains a Gift Card code to this address.

(4) Custom message: Fill in the message which is delivered along with the Gift Card code.

(5) Day to send: Customers can set up the date and time zone that a Gift Card will be sent.

If Customers want to get the notification email when their friend receives Gift Card, they need to tick the Get notification email when your friend receives Gift Card checkbox.

(6) Select a time zone

(7) Click on Preview Gift Card button or the Gift Card thumbnail image to see how the Gift Card will be shown

A popup of Gift Card interface will be shown as below:

Sample

After Customers add a Gift Card to cart and click on Proceed to Checkout, they will be directed to the following page:

  • When Customer send the Gift Card to friend

Sample

  • When Customer buy Gift Card for themselve

Sample

Then Gift Cards products can be checked out as normal products. Customers will receive a Gift Card code if they buy for themselves. In case Customers purchase the Gift Card to send to their friends, the code will be delivered to their friends’ email with the following form:

Sample

If the Sender has ticked the checkbox Get notification email when your friend receives Gift Card, a notification will be sent to his email address immediately after the Gift Card is delivered to the friend’s email as below:

Sample

If Customers purchase Gift Card for themselves, the notification email that they receive is as below:

Sample

How Customers Manage Gift Card/Credit

Path: My Account > Gift Card

Sample

Gift Card page will be shown as below; the gift code which Customers received will be automatically added to the list.

Sample

Gift Card list shows some information of Gift Cards such as code, balance, status, added date, and action. Customers can view, print, redeem and remove their Gift Cards.

Gift code is mostly hidden to ensure the security for Customers. They can view a full gift code by clicking on each one. Clicking on View link in Action column, Customers can view Gift Card detailed information.

Another way to view the details of Gift Card Credit balance, customers can click on View detail link. Credit Detail page is shown below:

Sample

This page shows their current balance and their Balance history (Action, Balance Change, Gift Card code, Order, Balance, and Date).

  • Add a Gift Card

Sample

(1) Enter the Gift Card Code

(2) Click on Add To Your List button

Then the Gift Card Code will be added to the list and displayed as below:

Sample

Gift Card list shows some information of Gift Cards such as code, balance, status, added date, and action. Customers can view, print, redeem and remove their Gift Cards.

Gift code is mostly hidden to ensure the security for Customers. They can view a full gift code by clicking on each one.

Clicking on View link on Action column, Customers can view Gift Card detailed information

  • Redeem a Gift Card

Sample

(1) Enter Gift Card code

(2) Click on Redeem Gift Card button.

Then, the value of the Gift Card will be redeemed to their Gift Card credit balance.

Customers can also redeem their Gift Card to the credit balance or remove it from a list by clicking on the corresponding link in the Action column.

Sample

How Customers Use Gift Card/Credit to Place an Order

When Customers have Gift Card codes or Gift Card credit balances, they can use them to get discount when ordering a product. There are two ways to use Gift Card code/credit balance:

  • On Shopping Cart Page

Sample

Customers can choose to use credit or Gift Card by ticking either Use Gift Card credit to checkout or Use Gift Card to checkout checkbox or both.

  • Use Gift Card credit to check out: Customers need to enter an amount of money they want to use. After applying, this amount will be deducted from their Gift Car credit balance immediately.

  • Use Gift Card to check out: The system shows a box where Customers can enter gift codes or select from the existing Gift Card codes that they‘ve already had but not used yet. Besides, they can use gift codes they added to the list on Gift Card/Credit Management page.

After Customers click on Apply Gift Card button, the Grand Total will be updated as below:

Sample

  • On Checkout Page

Sample

Customers can choose to use Gift Card or Gift Card credit and enter the amount of money as on Shopping Cart page.

Notes: Gift Card codes or Credit Card credit balances cannot be used to purchase Gift Card products but they can be spent on shipping fee, depending on Admin’s settings.

Reward Points

How Admin Manage Reward Points

Manage Earning Rate and Rules

a) Manage Earning Rate

Path: Backend > Reward Points > Earning > Earning Rates

Sample

Then the Earning Rates page will be shown, allowing you to do many tasks:

  • Add a New Rate

Sample

To add a new earning rate, you can click on the Add Rate button and then fill out all the required data below:

Sample

(1) Amount of money spent: Enter a specific amount of money

(2) Earning point(s): Enter the number of points that you want customers to earn when they place orders. It is compatible with the above money spent.

(3) Status: Select Active to enable the earning rate in front-end

(4) Websites: Select the website where customers can earn points

(5) Customer groups: Select the customer groups which can earn points after purchasing

(6) Priority: This field allows you to set up the priority level for every earning rule. If there are many rules, then the one with the highest priority will be applied first. In case there are two rates with the same priority, the rate created sooner will be applied.

After you finish filling out all the required data, remember to click on the Save or Save and Continue Edit button to save your work. If you click on the Save button, you’ll be navigated to the Earning rates page and your rate will be shown as below:

Sample

  • Edit/Delete an Existing Rate

In case you want to edit a rate, please click on the Edit link in the Action column.

Then you will be redirected to the Edit Earning Rate page:

Sample

After editing the rate as you want, remember to click on the Save or the Save and Continue Edit button to save your work.

To delete a rate, you can go to the Edit Rate page and then click on the Delete button on top of the page.

b) Manage Catalog Earning Rules

Path: Backend > Reward Points > Earning > Catalog Earning Rules

Sample

Or you can follow the path Earning > Catalog Earning Rules as below:

Sample

Then you can see the Catalog Earning Rule Manager page as below:

Sample

  • Add a New Rule

To add a new catalog rule, click on the Add Rule button and fill out all the required data.

  • General Information

Sample

(1) Rule Name: Set name for a rule

(2) Description: Describe the rule

(3) Status: Select Active or Inactive to allow the rule works or not.

(4) Websites: Select the website you want to apply the rule.

(5) Customer Group: Select types of customers you want to apply the rule.

(6) Validate from: Select a date from which the rule will be effective.

(7) Validate to: Select a date to which the rule will no longer be valid.

(8) Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first

  • Conditions

Sample

This tab allows you to configure the products to which the rule is applicable. For example, if you want to apply this rule to Dress and Shirts, you can configure the condition as in the image above.

If you leave this tab blank, the rule will be applied to all products.

  • Action

On this tab, you can configure the number of points that Customers will receive according to the rule and how to exchange points when they purchase products. There are three options for you to choose:

Option 1: Give Fixed x Points to Customers

Customers will receive a fixed number of points for whatever products they buy.

Sample

For example, if you want to give Customers 5 points for purchasing products, then:

(1) Choose Action: Give X points to Customer 

(2) Fill in field Points (X): eg: 5

(3) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

➔ If Customers purchase a product of $500.00 or $800.00, they will earn 5 points.

Option 2: Give X Points for every Y amount of Price

The more expensive the products Customers buy, the more points they can receive.

Sample

For example, if you want to give Customers 5 points for every $200.00 of the price they spend and limit the number of points that can be earned to 15, then:

(1) Choose Action: Give X points for every Y amount of price 

(2) Fill in field Points (X): E.g: 5 

(3) Fill in field Money Step (Y): E.g: 200 

(4) Fill in field Max points earned by this rule: E.g: 15 

(5) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

➔ If Customers purchase a product of $800.00, they will earn 15 points.

Option 3: Give X Points for every Y amount of Points

The more profits get from selling products that Customers buy, the more points they can receive.

Sample

For example, if you want to give Customers 5 points for every $200.00 of profit they make and limit the number of points that can be earned to 15, then:

(1) Choose Action: Give X points for every Y amount of Profit 

(2) Fill in field Points (X): eg:5 

(3) Fill in field Money Step (Y): eg: 200 

(4) Fill in field Max points earned by this rule: eg: 15

(5) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

➔ If Customers purchase a product which contributes $800.00 in profit, they will earn 15 points.

After you finish configuring, remember to click on the Save Rule or Save and Continue Edit button to save your work. If you click on the Save Rule button, you will be navigated to the Catalog Earning Rule Manager page and the rule will be shown in the catalog rule list as below:

Sample

  • Edit/Delete an Existing Rule

In case you want to edit any catalog rule, please click on the Edit link in the Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button on the top of the page.

c) Manage Shopping Cart Earning Rules

Path: Backend > Reward Points > Earning > Shopping Cart Earning Rules

Sample

Or follow the path as below:

Sample

  • Add New Rule

To add a new Shopping Cart rule, you can click on the Add rule button and fill out all the required data.

  • General Information

Sample

(1) Rule Name: Set rule name, which will be shown on the My Reward page on frontend.

(2) Description: Describe the rule

(3) Status: Select Active or Inactive to allow the rule works or not.

(4) Websites: Select the website you want to apply the rule.

(5) Customer Group: Select types of customers you want to apply the rule.

(6) Validate from: Select a date from which the rule will be effective.

(7) Validate to: Select a date to which the rule will no longer be valid.

(8) Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first

  • Conditions

This tab allows you to configure the condition of shopping carts to which the rule is applicable.

Sample

For example, if you want to apply this rule only for carts which have Subtotals greater than $300, you can configure the condition as in the image above:

If you leave this tab blank, the rule will be applied to all shopping carts.

  • Actions

In the Action tab, you can configure the number of points that Customers will receive when the rule is applied.

There are three options for actions for you to choose:

Option 1: Give Fixed X Points to Customers

Customers will receive a fixed number of X points for whatever order they place.

Sample

For example, if you want to give Customers 5 points for purchasing, then:

(1) Choose Action: Give fixed X points to Customers 

(2) Fill in field Points (X): 5 

(3) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

(4) Choose the conditions of card items to apply the rule

➔ If Customers place an order of $100 or $1000, they will earn 5 points.

Option 2: Give X Ponits for every Y Money Spent

The higher the order values that Customers place, the more points they can receive.

Sample

For example, if you want to give Customers 5 points for every $200.00 spent and limit the number of points that can be earned to 15, then:

(1) Choose Action: Give X points for every Y amount spent 

(2) Fill in field Points (X): 5 

(3) Fill in field Money Step (Y): 200 

(4) Fill in field Max points earned by this rule: 15 

(5) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

(6) Choose the conditions of card items to apply the rule

➔ If Customers purchase an order of $800.00, they will earn 15 points.

Option 3: Give X Points for evert Y Quantity

The more products Customers buy from your store, the more points they can receive.

Sample

For example, if you want to give Customers 5 points for every 10 items they order and limit the number of points that can be earned to 15, then:

(1) Choose Action: Give X points for every Y qty purchased 

(2) Fill in field Points (X): eg. 5 

(3) Fill in field Quantity (Y): eg. 10 

(4) Fill in field Max points earned by this rule: eg. 15 

(5) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

(6) Choose the conditions of card items to apply the rule

➔ If Customers purchase an order of 40 items, they will earn 15 points.

After you finish configuring, remember to click on the Save Rule or Save and Continue Edit button to save your work. If you click on the Save Rule button, you will be navigated to the Shopping Cart Earning Rule Manager page and the rule will be shown in the catalog rule list as below:

Sample

  • Edit/Delete Existing Rule

In case you want to edit any shopping cart rule, please click on the Edit link in the Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button on the top of the page.

d) Manage Earning Points by Product

Path: Backend > Reward Points > Earning > Manage earning points by product

Sample

Or follow the path Earning > Manage earning points by product:

Sample

Then you will be redirected to the Manage Earning Points By Product page:

Sample

On this page, you can change the number of earning points for each product by 2 ways:

Tick the product, choose Change Point in the dropdown menu of Action box. Then, fill in the number of points you want to set. (See image below)

Sample

Double click on Earning Points column of the product you want to edit. Insert the number of points as you prefer, then click on Ok. (See image below)

Sample

Please note that Earning Points for products takes priority over catalog rules, and shopping cart rules may still apply.

Manage Spending Rate and Rule

a) Manage Spending Rate

Path: Backend > Reward Points > Spending > Spending rates

Sample

Or follow the path below:

Sample

Then the Spending Rates page will be shown, allowing you to do many tasks:

  • Add a New Rate

To add a new spending rate, you can click on the Add Rate button and then fill out all the required fields.

Sample

(1) Spending Points: Enter a specific number of spending points

(2) Discount received: Enter the amount of money which will be discounted, compatible with the above spending points.

(3) Status: Select Active or Inactive to allow the rule does work or does not.

(4) Limit Spending points based on fixed amount or a percentage amount of Total Order Value or none of which are applied.

(5) Websites: Select the website you want to apply the rule.

(6) Customer Group: Select types of customers you want to apply the rule.

(7) Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first.

After you finish filling out all the required information, remember to click on the Save or the Save and Continue Edit button to save your work. If you click on the Save button, you’ll be navigated to the Spending Rates manager page and your rate will be shown as below:

Sample

  • Edit/Deleting an Existing Rate

In case you want to edit a rate, please click on Edit link in the Action column.

Then you will be redirected to the Edit Spending Rate page:

Sample

After finish editing, remember to click on the Save or the Save and Continue Edit button to save your work.

To delete a rate, you can go to the Edit Rate page and then click on the Delete button on top of that page.

b) Manage Catalog Spending Rule

Path: Backend > Reward Points > Spending > Catalog Spending Rules

Sample

Or follow the path:

Sample

Then you will be redirected to the Catalog Spending Rule Manager page.

  • Add a New Rule

First, you should click on the Add Rule button. And then you should configure information in 3 tabs:

  • General Information

Sample

You should pay attention to these following fields:

(1) Rule Name: Set the name of a rule

(2) Description: Describe the rule

(3) Status: Select Active or Inactive to allow the rule works or not.

(4) Websites: Select the website you want to apply the rule.

(5) Customer Group: Select types of customers you want to apply the rule.

(6) Validate from: Select a date from which the rule will be effective.

(7) Validate to: Select a date to which the rule will no longer be valid.

(8) Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first.

  • Conditions

This tab allows you to configure the conditions of products to which the rule is applicable. For example, you want to apply this rule only for Category named Tops & Blouses; you can configure the condition as in the below:

Sample

(1) Select the conditions you want to apply category spending rules. If you do not set up this field, the rule will be applied to all categories

(2) Choose one of the two options to configure how Customers can spend points: Discount for every X points or Spend X points for every Y amount of Price.

Option 1: Discount for every X Points

For example, if you want to configure that Customers need to spend at least 5 points on products: + Choose Action: Discount for every X points 

  • Fill in field Points (X): 5

  • Choose a type to limit spending points: None/A fixed amount of price/A percentage of Price: eg: select None

  • Enter the maximum number of points spent by customers. If you leave it blank, there is no limitation.

➔ With every 5 points customers spent, they can receive a corresponding discount. For example, 5 points can be spent to get $1, 10 points can get $2 and so on

Sample

Option 2: Spend X Points for every amount of Price

For example, if you want to configure that Customers need to spend 5 points on every $200.00 of product price and set the minimum number of points that your customers have to spend to 15, then:

  • Choose Action: Spend X Points for every Y amount of price

  • Fill in field Points (X): 5 

  • Fill in field Money Step (Y): 200 

  • Fill in field Spending-point Step (the minimum spending points): 5

  • Choose a type to limit spending points: None/A fixed amount of price/A percentage of Price: E.g: select None in this example.

  • Enter the maximum number of points spent by customers. If you leave it blank, there is no limitation.

➔ If the price of the product is $800.00, your customers can spend 20 points, which is equal to$800 to buy the item. Also, your Customers can spend at least 5 points, which is equal to $200 and they will pay the rest by other payment methods.

  • Actions

In the Action tab, you can configure how prices of products are discounted after Customers use points:

Sample

There are four discount types:

  • By Fixed Amount

  • To Fixed Amount

  • By Percentage of the original price

  • To Percentage of the original price

Let’s take some examples:

Example 1

To give a discount of $10 or to $10 for every X points and apply the discount 5 times maximum per product, you can configure as below:

  • Choose Discount Type: By a fixed amount or To a fixed amount 

  • Fill in field Discount Amount: 10 

  • Fill in field Uses Allowed Per Product: 5

➔ With the discount By a fixed amount of $10.00 and Uses Allowed Per Product equal to 5, a $200.00 product will have its price down to $190.00 for the first time of spending points, to$180.00 for the second time and so on until reaching $150.00 for the last time (5th time).

After being saved, the rule which has just been created will be shown as below:

Sample

Example 2

To give a discount of 10% or to 10% for every X points (configured in Conditions tab) and apply the discount 5 times maximum per product, you can configure as below:

  • Choose "Discount Type": "By a percentage of the original price" or "To a percentage of the original price" 

  • Fill in field: "Discount Amount": 10 

  • Fill in field: "Uses Allowed Per Product": 5 

➔ With the discount "By a fixed percentage" of 10% and "Uses Allowed Per Product" equal to 5, a $200.00 product will have its price down to $180.00 for the first time of spending points, to $160.00 for the second time and so on until reaching $100.00 for the last time (5th time)

  • Edit/Delete an Existing Rule

In case you want to edit any catalog spending rule, please click on the Edit link in the Action column. Then you will be redirected to the Edit Rule page

After editing the rule as you want, remember to click on the Save Rule or Save and Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button on the top of the page

c) Manage Shopping Cart Spending Rule

Path: Backend > Reward Points > Spending > Shopping Cart Spending Rules

Sample

Or follow the path below:

Sample

Then you will be redirected to the Shopping Cart Spending Rule Manager page.

  • Add a New Rule

First you should click on the Add Rule button. And then you should configure information in 3 tabs:

  • General Information

Sample

Fill in all the required information as above: Money spent for order, Earning Points, Status, Websites, Validity Time, Customer groups, Priority.

  • Conditions

This tab allows you to configure the conditions of shopping carts to which the rule is applicable.

For example, you want to apply this rule only to shopping carts having the subtotals equal to or greater than $200, you can configure the condition as in the image below:

Sample

(1) Select the shopping cart you want to apply the rule. If you do not set up this field, the rule will be applied to all carts.

(2) Configure how Customers can spend points in the Action field

Notice that in this field, there are two options for you to choose

Option 1: Give Discount for fixed X Points

Customers can ONLY spend X points on whatever order they place.

For example, If you want to allow Customers to spend 5 points only on a shopping cart to get the discount, then you can configure as below:

  • Choose Action: Give discount for fixed X points 

  • Fill in field Points (X): 5

➔ If Customers place an order of $500.00 or $800.00, they can spend only 5 points in both cases.

Sample

Option 2: Give Discount for every X Points

Customers can receive discounts proportionally to the number of points they spent.

If you want to give a discount for every 5 points Customers spend on the order and limit the number of points that can be used to 15, then:

  • Choose Action: Give discount for every X points 

  • Fill in field Points (X): 5 

  • Fill in field Max points spent by this rule: 15

  • Select the type to limit spending points: None/A fixed amount of Total Order Value/ A percentage of Total Order Value.

  • Enter a limit value if your choose A fixed amount of Total Order Value or A percentage of Total Order Value type above.

➔ With every 5 points customers spent, they can receive a corresponding discount. For example, 5 points can be spent to get $1 of discount, 10 points can get $2 and so on. But they cannot use more than 15 points as that is the maximum points that can be spent according to this rule.

  • Actions

In the Action tab, you can configure how prices of products are discounted after Customers use points:

Sample

(1) Select a condition you want to apply.

There are two discount types:

  • Fixed amount discount for whole cart

  • Percentage amount discount for whole cart

(2) Enter the discount amount you want to give customers when they spend points to place orders.

(3) Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Spending rules or No to apply the rule with the highest priority level.

(4) Choose a specific condition (such as Category, product…) to apply the rule you have just set.

Let’s take an example, if you want to give a discount of $10 or 10% for X points (configured in the Conditions tab), then you can configure as below:

  • Choose Action: Fixed discount amount for the whole cart or Percent discount amount for the whole cart 

  • Fill in field Discount Amount: 10 

➔ An order of $200.00 can be discounted to $190.00 with action Fixed discount amount for the whole cart or to $180.00 with the action Percent discount amount for the whole cart

Besides, you can configure the condition of products on the shopping cart to apply the rule.

After being saved, the rule which has just been created will be shown as below:

Sample

  • Edit/Delete an Existing Rule

In case you want to edit any shopping cart spending rule, please click on the Edit link in the Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and Continue Edit button to save your work.

To delete a shopping cart rule, you can go to the Edit Rule page and click on the Delete button on the top of the page.

d) Manage Spending Point by Products

Path: Backend > Reward Points > Spending > Manage spending points by product

Sample

Or follow the path:

Sample

Then you will be redirected to the Manage Spending Points By Product page:

On this page, you can change the number of spending points to purchase each product by 2 ways:

  • Tick the product, choose Change Poin in the dropdown menu of Action box. Then, fill in the number of points you want to set. (See the image below).

Sample

  • Double click on Spending Points column of the product you want to edit. Insert the number of points as you want, then click on Ok.

Sample

You can also set products to buy with points by going to Catalog > Manage Products. On the Manage Products page, click on your wanted product.

Sample

Here, in General tab, you will find the field to fill in the number of points that can be used to purchase it.

Sample

Manage Transaction

Path: Backend > Reward Points > Transactions

Sample

Then all the transactions related to reward points will be shown as below:

Sample

On this Transaction Manager page, you can view a list of all point transactions together with much general information including Customer, Transaction Type, Points Used, etc.

Moreover, you can filter and search for the information you want as well as export this table to CSV/XML/Excel files.

You can Complete, Cancel or Expire transactions by checking their checkboxes, selecting the action in the Action dropdown list and clicking on the Submit button.

To view details of each transaction, you can click on the corresponding row: And then, a specific transaction information page will appear as below:

Sample

To add a new transaction, you can:

(1) Click on the Add Transaction button

Sample

(2) Fill out all the required data below: Customer Name, Customer‘s Points, Transaction Title, the number of days after which customers ’points will expire.

Sample

(3) Click on the Save Transaction or Save and Continue View button to finish.

Manage Point Balance of Customers

a) Manage Point Balance

Path: Reward Points > Manage Point Balances

Sample

Then, the Reward Point Balance Information page will be shown. Here you can see the information of customers and their current point balance. To view in details, click on View link in the Action column.

Sample

Moreover, you can also import/export customers’ points to your system via CSV files.

Sample

Another way to manage point balances is to go to Customers > Manage Customers

Sample

On the Manage Customers page, you can choose the Customer you want to change point balances by clicking on the Edit link in the Action column.

After clicking on the Reward Points tab, all of that Customer’s information will appear as below:

Sample

  • Reward Points Information: n this session, you can change the Customer’s balance by filling an integer in the Change Balance field. For example, if you enter 5, then 5 points will be added to that customer’s balance and vice versa, -5 means that Customer’s balance will be deducted 5 points.

Also, you can configure other information like Points Expire On field ( the number of days since the transaction date after which customers’ points will expire), Update Points Subscription or Expire Transaction Subscription

  • Transaction history: This part lists of all Customer’s transactions:

Sample

b) Change Point Balance

There are two ways to change point balances of customers.

  • You can change point balances for each customer by entering the Change Balance in the Reward Point session of Customer information page. After you save, the Available Points Balance will be updated.

Sample

  • Another way is that you can change point for many customers at the same time by importing points from csv file. Go to Reward Points > Manage Point Balances. On this page, the list of customers will be shown with Point Balance column.

Sample

Next step, click on Import Points button, then you can upload file from your computer (a template is provided). After being imported successfully, the Point Balance of customers will be updated.

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Besides, you can also export CSV file from the list of customers in Reward Point Balances Information page. You can also use this file to import again.

Manage Loyalty Level

Path: Backend > Reward Points > Manage Loyalty Level

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Then you will be navigated to the Loyalty Level Manager page as the image below:

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In this page, you can add a new customer group by clicking on Add New Customer Group button.

Then, the Loyalty Level Information will be displayed and you can create a new level in 2 tabs:

  • General Information

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(1) Create Level From: Choose group that you want to create level from: New Group or / Existed, Group

(2) Group Name: Enter Name for the new group

(3) Tax Class: Select which type of customer you want to have in the group: Retail Customer, Wholesale Customer, General, Members Only,

Private Sales, Not Logged-in

(4) Description: Describe the new customer group

(5) Status: Select Enabled or Disabled to display the status of the new group

(6) Auto-join group: To allow auto-join group, select Enabled

(7) Condition Type: Select Total Sales to apply the condition of joining group according to total sales. Select Accumulated Points to apply condition type according to the accumulated value of transactions.

(8) Condition Value: Enter the minimum number of earning points required to join the group.

(9) Exchange points: Enter the number of points subtracted in exchange to join group

(10) Duration: Enter the number of days you want to apply the level

(11) Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first.

Click on Save and Continue Edit before you configure other conditions for the new level.

  • Benefit

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Here, you can configure Earning, Spending Rule and Promotions policy for the new loyalty level:

Click on Add earning rule, Add new spending rule or Add new promotion rule button to create new rule applied for the New Customer Group you have created.

When you click on the icon (+), you will be navigated to other pages to configure Earning, Spending and Promotion Rule.

For example, when clicking on the icon (+) next to Earning Rate, an Earning Rate Information page will open and you can continue configuring in several fields as same as the section Manage Earning Rate - Add Earning Rate.

Use Point When Creating Orders in Backend

Path: Sales > Orders

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Then the System will display all Customers’ orders.

To create orders:

First, please click on the Create New Order button to see the Order form.

After selecting a Customer, a store and adding Products, you will see the Use Customer Reward Points box in which you can adjust the number of points the Customer will spend for his order.

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The Order Totals box will also display the number of points that Customer will spend:

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After filling out all the required fields, please click on the Submit Order button to finish creating the new order. Then the Order totals box shows the total spent point.

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Refund Orders into Point Balance in Backend

When Customers refund orders, you can decide how many points to refund them as well as how many points to get back from them. By default, the System will set those values as the number of points that Customers spent and the number of points that Customers earned respectively.

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(1) Choose the order your Customer wants to refund by clicking on the View link in the Action column. Then the order will appear as below:

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(2) Click on the Credit Memo link to process the order refund.

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Then you will be navigated to New Credit Memo for Order #XXXXXX (order ID) page as below:

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(3) In the Refund Total box, you can choose to refund a number of points you like among those that the Customer spent and get back a number of points among those that he earned.

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(4) Click on the Refund Offline button to finish your refund process.

How Customers Use Reward Points

How Customers Earn Points

a) Earning Points Based on Earning Rate

When placing an order, Customers can earn points based on the rate set by the admin.

The system makes sure that Customers are well aware of your reward point policy by showing messages on many pages. For example, on Product Detail pages, there will be a notification for Customers that says You could receive some Points for purchasing this product.

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Also, after clicking on the Add to Cart button, on Mini Cart, Customers will see another notification Check out now to earn points.

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If Customers have not logged in yet, a notification message Login and checkout to earn points will be shown on mini cart:

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On Checkout page, Customers can see exactly the number of points they earned from buying that product in the Grand Total box:

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If Customers have not logged in yet, a notification message Login and checkout to earn points will be shown on Grand Total box of checkout page:

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After placing an order successfully, Customers can check their point balance right next to the My Account top link or can go directly to that link:

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b) Earn points based on Catalog Earning Rule & Shopping Cart Earning Rule

When placing an order, Customers can earn points depending on the rule set by Admins.

  • Earning points based on Catalog Earning Rule

Catalog Earning Rule enables your Customers to earn points based on specific products. That means you can give your Customers chances of earning more points from some items than from others. This point information will be shown on the Product Listing and Product Detail pages:

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After adding products to the shopping cart, Customers can also see the point amount they will receive as below:

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  • Earning points based on Shopping Cart Rule

Shopping Cart Earning Rule enables your Customers to earn points based on specific values of orders. That will help you to organize programs such as Earn 20 points for orders equal to or higher than $500. If Customers’ shopping carts meet the condition of the shopping cart rule that you set up on the backend, the System will show the points they will earn. After Customers add products to the shopping cart, they can see the point amount as below:

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How customers spend points

a) Spend points based on spending rate

On Shopping Cart and Checkout pages, Customers can move the slide forwards or backward to select the number of points they would like to spend. They can also just click on the Minus or Plus icons. Besides, they can enter this number in the empty box or tick the checkbox Maximize my discount with points to spend the maximum number of points.

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On the Checkout page, System shows the similar form for Customers to edit the number of points they want to spend on their orders:

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b) Spend points based on Catalog Spending Rule and Shopping Cart Spending rules

On Product Detail, Shopping Cart and Checkout pages, there are many ways for Customers to choose the number of points they want to spend. They can move along a slider or click on the Plus or Minus buttons to increase/decrease the point amount to spend. Besides, they can enter this number in the box or tick to choose to use the maximum number of points.

  • Spending points based on Catalog Spending Rule

When Customers add product(s) to cart, there will be a Spend your points box on the Shopping Cart page. In this box, Customers can select the rule they want to apply for point spending in the drop-down list box. After Customers select the number of points to be spent, the Grand Total will be updated automatically:

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In case Customers do not have enough points to apply any rule, the System shows a notification as below:

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After Customers finish placing orders, the total price of their orders will be discounted by the number of used points:

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  • Spending points based on Shopping Cart Rule

When Customers add product(s) to cart, there will be a Spend your points box on the Shopping Cart page. In this box, Customers can select the rule they want to apply for point spending in the drop-down list box. After Customers select the number of points to be spent, the Grand Total will be updated automatically:

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In case Customers do not have enough points to apply any rule, the System shows a notification as below:

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On the Checkout page, our system shows a similar form for Customers to edit their spent points for orders:

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How customers manage reward points

Customers can follow and manage their current points in 2 places.

Firstly, they can view their current points in the header as below:

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Secondly, they can go to My Account > My rewards to view more information:

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This page has 2 parts including Reward Information and Recent transactions

  • Reward Information: This part shows Customers their current balances as well as the description of the application rules on your site.

  • Recent transactions: This part provides Customers with a lot of information on their reward points transactions such as ID, points, action, date, and status.

Store Credit

How Admin Manages Store Credit

Manage Customers Using Credit

Path: Store Credit > Manage Customers Using Credit

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Then the Customers Using Credit Manager page will be displayed as below:

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This page shows a list of all Customers using credit and their information such as name, email, credit balance, telephone, etc.

To view more details about a Customer, you can click on the Edit link in the Action column.

Then you will be navigated to the Store Credit tab on the Customer Manage page that shows you all of Customer’s transaction history and credit balance:

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Besides, you can change the Customer’s credit balance by entering an integer (a positive or negative number) and a comment in text fields as below:

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Our module will auto send email to Customer to announce this transaction if you tick on Send an email to customer checkbox. The email will be sent to the customer as below:

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After you save, our module will auto update the Customer’s credit balance, send an email to that Customer and create a transaction as follows:

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Manage Credit Product

Path: Store Credit > Manage Credit Products

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Then the Credit Product Manager page will be shown:

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To add a new credit product

Step 1: Click on the Add Credit Product button on the right top of the page.

Step 2: Fill in the required information

You can add a credit product just in a similar way to adding a normal product. You should pay attention to these following tabs:

  • General

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Fill in all required information such as Product Name, Description, SKU, Status, Visibility … the same as creating a new normal product.

  • Prices: In this tab, you can configure the price of the credit product.

There are three kinds of credit products you can use including fixed price, option price and range price.

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If you select Fixed value, enter the only value you want to apply for the credit product.

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If you select Range of value, you need to enter the maximum and minimum store credit value as the image above.

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If you select Dropdown value, you need to enter which credit values you want to display and they should be separated by a comma (for example 10, 30, 50, 60)

  • Inventory:

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In this tab, by default, our module sets up the field Manage Stock as No. It means that you do not need to manage the number of credit products.

If you choose Yes in Manage Stock box, you need to enter all the information related to the quantity of store credit you want to have in your stock

Besides, you can also create a new credit product by clicking on the Add Product button on the Manage Products page:

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Then you will be navigated to the Product Information page. In the Settings tab, you need to select Customer Credit for the Product Type field before going on to configure the product as the guideline above.

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Manage Credit Transactions and Report Charts

a) Create Transactions

Path: Store Credit > Credit Transactions > Credit Transactions

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Then the Credit Transactions page will be shown:

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This page shows all credit-related transactions with a lot of information such as type, detail, customer name/email, added/deducted credit, credit balance after transaction and transaction time.

You can search any transaction by using filter boxes in each column.

If you click on a Customer’s email, you will be navigated to the Customer Information page as below.

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b) Create Report Chart

Path: Store Credit > Credit Transactions > Credit Report Charts

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or follow the path below:

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Then the Report Charts page will be shown as follows:

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This page can be divided into two main sections including Lifetime Reports and Period-of-time Report Charts.

  • Lifetime Reports: There are 2 types of reports

  • Customer Credit Statistics with the total credit, the total spent the credit and the number of Customers with credit in your system.

  • Top 5 Customers with The Greatest Credit Balances with their names and current balances in your system.

  • Period-of-time Report Charts: his chart shows you the total spent credit and received credit of all Customers per day in your chosen time range such as last 24 hours, last 7 days, current month, etc.

Use Store Credit to Checkout in Backend

On the Create New Order page on the backend, our module allows you to use credit when creating orders for Customers.

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Firstly, enter a credit amount and then click on the Use Credit button. Our module will auto-update and calculate the grand total of the order.

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After submitting the order, the Customer’s credit balance will be also auto updated and you can check the transaction on the Credit Transaction page.

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Refund Orders into Credit Balance

When Customers want to refund an order, our module allows you to transfer the order value to his credit balance. In that way, Customers can use the credit for future purchases and you do not have to lose money for the refund at the same time.

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(1) Choose the order your customer want to return to you.

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(2) Click on the Credit Memo button.

Then a New Credit Memo for Order #XXXXX will appear as below:

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(3) Enter the amount you want to refund into credit:

(4) Click on the Refund Offline button to finish.

The amount you entered as well as the credit that the Customer used for paying for the order will be refunded to his current credit balance.

Once the refund is finished, you can check the refund transaction on the Manage Transaction page as below:

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How Customers Use Store Credit

How Customer Buy Credit Product

After Customers log in to your website, they can access the Store Credit page in two ways.

Firstly, clicking on the My Account link, they can choose Buy Store Credit in the dropdown list.

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Secondly, they can click on the My Credit tab on the left navigation on the My Account page.

In this second way, they will be navigated to the My Credit page on which they just need to click on the Buy store credit button:

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After that, the Store Credit page will be shown as follows:

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As you can see, this page lists all credit products on your website. There are three types of credit products for Customers to choose:

  • Fixed Value: These credit products have fixed value.

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  • Option Value: With this type, Customers can select a value option in the drop-down list box.

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  • Range Value: With this type, Customers can choose a desired credit amount within the range configured by admin in the backend.

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After selecting credit products they like, Customers can add them to cart and checkout normally.

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When the order is complete, our module will auto-add that credit amount to the Customer’s credit balance.

Customers can also send Credits to their friends by ticking Send credit to friend checkbox and enter all the required fields:

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(1) Enter Sender name (optional)

(2) Recipient name: the name of the recipient

(3) Recipient email address: The system will send an email to this address of the recipient.

(4) Custom message: the message that recipient will receive

When the order is complete, if the recipient does not have an account in the system will receive an email as below:

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If the recipient has an account in the system, our module will auto-add that credit amount to the Recipient’s credit balance.

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The sender always gets email notifications as below:

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How customers manage Credit on My Credit page

To access the My Credit page, Customers can click on the My Credit tab on the left navigation

a) Manage Credit Balance

On the My Credit page, Customers can view information about their current credit balances and transaction history.

n the section Transaction History, our module shows Customers all of their credit transactions with a lot of information including date, type, details, added/deducted value in transaction and credit balance.

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b) Send Credit to Friends

First, Customers should click on the Send Credit tab on the left navigation to go to the Send Credit to Friends page.

This page has 2 parts including Send Credit to Friends and Credit Code List.

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  • Send Credit to Friends: In this section, Customers can send credit to their friends.

  • Credit Code List: This section shows all information about the credit codes that Customers sent to their friends including code, recipient email, amount, sent date and status of code. Credit codes are not displayed in full for security purpose. When Customers click on, they will be shown clearly.

Notes: our module allows you to configure whether to require your Customers to verify their credit sharing or not. We will consider the two cases separately.

Case 1: Customers are not required to verify their credit sharing

To send credit to friends, Customers should enter the recipient’s email and credit amount in the text fields. Our module will check that email address and show a notification to Customers.

  • If the recipient’s email has not been registered on the website:

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In this case, our module will show a notification for the Customer that his friend will receive the credit code via that email. The Customer can enter a message and click on the Send button. After that, his credit balance will be deducted immediately and an email will be auto-sent to the recipient’s email address:

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As you can see, this email informs the recipient about the credit amount, message and a credit code which can be used to redeem credit to his balance.

At the same time, the sender can also see the sent credit code in the Credit Code List section as below:

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In this section, Customers can follow the status of the credit codes they sent. When a recipient has not redeemed a credit code, Customers are allowed to cancel it by clicking on the Cancel link in the Action column. After the cancellation, the recipient cannot redeem that credit code anymore.

Otherwise, once the credit code has been redeemed, the status will be updated and the Cancel link will be disabled. Please refer to the section Redeem Credit for more information.

Customers can check their current balances and transactions of sharing credit in the Transaction History section.

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  • If the recipient’s email has been registered on the website:

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If the recipient’s email address has been registered on your website, our module will send credit directly to his credit balance instead of sending credit code to his email.

Customers can check their current balances and transactions in the Transaction History section.

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At the same time, recipients can get information about this transaction:

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Case 2: Customers are required to verify their credit sharing

If you configure that Customers have to verify before sharing credit, after clicking on the Send button, they will receive an email as below:

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At the same time, they will be navigated to the Verify page:

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On this page, our module shows them a notification about the verification requirement. In the Credit Code List, that code is put under the Awaiting verification status with a Verify link.

To verify, Customers just enter the verification code they received via their emails and then click on the Submit Code button.

After Customers finish verifying, our module will send credit to the recipient.

c) Redeem Credit

To go to the Redeem Credit page, Customers can do the steps below:

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(1) Click on the Redeem Credit tab on the left navigation. Then the Redeem Credit page will be displayed as above.

(2) Enter the credit code in the text field

(3) Click on the Redeem button.

Another way is just to click on the link in the email.

After redeeming code, Customers can check their current balance and transaction in the Transaction History section.

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How customers check out by Credit

Customers can use credit to check out on both Shopping Cart and Checkout page.

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On the Shopping Cart page, our module will add a Customer Credit block for Customers to use their credit balances to check out.

To use a credit amount, customers need to do the following steps:

(1) Enter an amount of credit they want to redeem

(2) Click on the Apply button.

Then, our module will auto-update and calculate the grand total of the order.

Notes: Customers cannot use credit to buy credit products. If their carts have one or more credit products, our module will show a notification in the Customer Credit block as below:

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On the Checkout page, in the Payment Information tab, Customers can also use credit to check out by ticking on the checkbox and then enter a credit amount they want.

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When Customers click on the Continue button, our module will auto-update the Grand Total of the order.

After the order has been placed, Customers’ credit balances will be updated immediately. They can check the current balances and transactions in the Transaction History section.

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Store Pickup

View Store Information

Store Pickup module creates a separated page to list all your stores in the front-end. Customers can access this page by clicking on Our Stores on Top-Link (the top right of the page)

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The Store Listing page includes 4 sections: Store list, Search form, Google Map and Tags list.

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  • The list of all stores is shown on the bottom of Google Map. Customers can view store names and base images on this list. Click on the icon Sample on the bottom right corner on the G-Map to show store list or click on the Sample

  • Store locations are displayed on Google Map. Customers can zoom in/ zoom out and choose view mode as map/ satellite as preferred. Customers can also view store address or get direction by clicking on the pin icon of any store.

  • Click on the icon Sample o search stores by location. Customers need to enter the key word and select criteria. Results that are matched are shown on G-Map. Click on the icon Sample to search stores by radius. After customers enter the the location then choose radius, related results are shown on G-Map.

  • Besides, customers can also filter by tags. Customers just have to click on tags they want to search. Then, list of stores which admin add these tags to will be shown.

When customers click on a store on the map, they can instantly view the store location along with its name, address, phone number and store manager’s email address. Customers can also get direction on this box.

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For more details of a store, customers can click on its View more info link to be navigated to the detailed page.

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As you can see, this page shows all details that customers want to know about a store before arriving, such as location, contact info, working time, description and store images.

They can also view list of special days & holidays in Special day & Holiday information tab. Conveniently, they can email store manager by filling in the contact form then clicking on Submit.

Use Store Pickup at Checkout

The main function of Store Pickup module is allowing customers to select a preferred store at checkout to arrive and pick up their ordered products. This section will show you how the extension works for customers.

  • In the Shipping method tab at checkout, customers can select Store Pickup as their shipping option

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Then customers can choose to select a store from the dropdown list or select store by map

  • After selecting a store, customers need to choose a specific shipping date and time for arrival, and then check out as usual by clicking on the Continue button.

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If the shipping date is one of store’s holidays, customers will get a message notifying them to choose another date. Thus, they can avoid arriving on the store’s days off. You can refer to section Manage Holidays to know how to set up these holidays.

  • In the Payment Information tab, applicable payment methods for In-store Pickup are shown as your configuration.

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  • Before placing order, customers can also review the store address, shipping date and time along with other order information.

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View Orders

To view their orders with store pickup information, customers can go to My Account on Top-Link > My Orders tab

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Click on VIEW ORDER to see detailed information of an order

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To print orders, customers can click on Print Order on the top right.

Receive Order Emails

After placing orders, customers will receive the confirmation email with information about the pickup store.

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This is the end of our Userguide for Magestore’s Growth Package. We hope it is helpful. If you have any questions, please feel free to reach us.