OMNICHANNEL SOLUTION STARTER PACKAGE - USER GUIDE FOR MAGENTO 2


INTRODUCTION

Having a combined POS and In-stock Management solution is a must-have for retail businesses that want to be more efficient and keep accurate data. Web POS, a web based Point of Sale for Magento, is specially designed to integrate with this Instock Management module. Carrying out checkout procedure for customers has never been easier. Web POS helps your sales staff quickly create orders and apply promotion, conveniently collect in-store cash and credit sales transactions in a flash. And all steps are on just one single page! So, wouldn't it be great if this process could be hastened, saving time for more profitable actions!

Moreover, if your inventory is not enough to supply, you may lose customers. But if the inventory you keep is more than needed, it will cost you lots of money to manage. Thus, it is vital to equip your business with an effective inventory system to always keep your warehouses at an ideal stock level. Magestore team has been working hard to offer you a friendly & affordable stock management solution for Magento 2 with smart design, clean and simple workflow to handle every activity about stock management, stock taking and low stock notification... in your warehouses in the most efficient way.

With the latest upgraded version and its convenience and the amount of time saved, we hope that you would enjoy and feel exhilarated when experiencing our solution.

Thanks and Best regards,

Magestore Team


HOW TO CONFIGURE

Inventory

Stock Control Configuration

Path: Stock Management > Settings section > Configuration

Stock Control Configuration

1) Link stocks in Warehouse to 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 tab > Magento Store View field). Note that you can link a warehouse to one or multiple store views. - 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 you choose Yes, when you enter the difference quantity (either a positive or negative figure), the system will calculate the final balance in warehouse by adding/ subtracting the entered value. - If you choose No, you need to enter the exact quantity of stock in warehouse and the system will recognize this figure as the latest available quantity of product.

3) Click Save Config to finish

Inventory option

Path: Stock Management > Settings section > Configuration > Catalog > Inventory

Note: If you want to configure based on your own features, then unmark box Use System value.

Stock Option

Stock Option

1) Select Yes in the dropdown list to adjust the quantity on hand when an order is placed.

2) Select Yes in the dropdown list to return items to stock if an order is cancelled.

3) Select Yes in the dropdown list to display products in the catalogue that are not in stock.

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

5) Select Yes in dropdown list to display an In Stock or Out of Stock message on the product page.

6) Tap Save to finish.

Product Stock Options

Path: Stock Management > Settings section > Configuration > Catalog > Inventory

Product Stock Options

1) Select Yes to activate inventory control for your catalog.

2) Set Backorders to one of the following status: - No Backorders Allow Qty. Below 0: To reject backorders when product is out of stock. - Allow Qty. Below 0: To accept backorders when the quantity falls below zero. - Notify Customer: To accept backorders when the quantity falls below zero, and notify the customer that the order can still be placed.

3) Enter the Maximum Qty. allowed in Shopping Cart.

4) Enter the quantity for Item's Status to become out of stock.

5) Enter the Minimum quantity allowed in Shopping Cart.

Next,

Product Stock Options

6) Enter the stock level that generates notification showing the item is out of stock.

7) 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) Select Yes to return the item to inventory by default when a credit memo is issued for the item.

Finally, click on Save Config to save changes.

Low Stock Notification Rules

Please refer to section Low Stock Rules

Web POS

Default Guest Checkout

Path: Sales > Web POS section > Settings > Default Guest Checkout

Default customer is the customer whose information will be used for Guest Checkout or when customer information is not enough, default value will be filled automatically.

Web POS

Fill in all information as you want to use as default, including First Name, Last Name, Street, Country, State/Province, City, Zip/Postal Code, Telephone and Email. After finishing, click on Save Config button to save your work.

How to set up a Shipping Method for Web POS

Path: Sales > Web POS section > Settings

To set up Shipping Methods for Web POS, go to Shipping for POS section under Settings:

Web POS

1) Applicable Shipping Methods: • If you want to apply all shipping methods, choose All Allowed Shipping. • If you want to apply some particular shipping methods only, choose Specific Shipping option.

2) Specific Shipping Methods: If you select Specific Shipping in point (1) above, then here you can select prefered shipping method. Hold Shift + Click to choose more than one.

3) Default Shipping Method: Choose the shipping method that you would want to set as default payment method during checkout WebPOS. This shipping method must be in Specific Shipping Methods.

4) You can enable Mark as shipped by default.

5) Click Save Config to save your settings.

How to enable a Payment Method for Web POS

Path: Sales > Web POS section > Settings

To set up Payment Methods for Web POS, go to Payment for POS section under Settings:

How to enable a Payment Method for Web POS

1) Applicable Payment Methods: • If you want to apply all shipping methods, choose All Allowed Payments. • If you want to apply some particular shipping methods only, choose Specific Payments option.

2) Specific Payment Methods: If you select Specific Payments in point (1) above, then here you can select prefered payment method. Hold Shift + Click to choose more than one.

3) Default Payment Method: Choose the payment method that you would want to set as default payment method during checkout WebPOS. This payment method must be in Specific Payment Methods.

4) Click Save Config to save your settings.

How Web POS works with peripheral devices

Magestore WebPOS 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.

HOW TO MANAGE USER PERMISSION

Note: Only admin accessing Web POS can set up Staff permission

How to manage User Roles and Users

Note: Users are the one who get permission to access in the Backend

Decentralize User Roles

Path: System > Permission section > User Roles

Manage user role

Manage user role

1) Click Add New Role to create new user role. 2) Fill out the blank with a value to search, after click Search. 3) Search user role information with keyword.

View or edit a role’s detail by clicking on each line.

Create a new user role

Create a new user role

Click Add New Role

Create a new user role

In tab Role Info

Fill in all required fields

Create a new user role

In tab Role Resources:

1) Resource Access: You can choose Custom or All. Choose All if you want users having this role will have access to all resources, click on Save or Save And Continue Edit button to save your work.

2) If you choose Custom, you can tick to assign specific permissions for that role.

Click Save to complete the process.

Decentralize Users

Manage user

Manage user

1) Click Add New User to create new user. 2) Fill out the blank with a value to search 3) Click on Search button to search user information with keyword.

View or edit a user’s detail by clicking on each line.

Create a new user

Create a new user

To create new user, click Add New User

Create a new user

In tab User Info, fill in the blank:

1) User Name (required) 2) First Name (required) 3) Last Name (required) 4) Email (required) 5) Password (required) 6) Password Confirmation (required) 7) Interface Locale: you can select different location. 8) This account is: Active or Inactive. 9) Your Password: fill out your password. (required).

Create a new user

In tab User Role, select a role for user.

Create a new user

In tab Warehouse, click Assign Warehouses to assign warehouses to this user.

Create a new user

Click Save User to complete the process.

How to manage staff

Decentralize access permission of Web POS users

Path: Sales > Web POS section > Manage Roles

Manage role

Manage role

1) Add Role: Click to add a new role. 2) Filters: You can find role information by click it and fill out values. 3) Action: If you want to delete a role record, you need choose a role, then click Action and select Delete. 4) Edit: You can view role’s details (edit) by click Edit or click each line.

Add a new role

Add a new role

Click Add Role to add a new role.

Add a new role

In General tab, fill out the blank. 1) Role Name: Enter a name for the role. (required) 2) Maximum discount percent (%): Limit the highest discount percent that each user role can offer customers. 3) Description: Enter text that describes the role.

Add a new role

In Permission tab: 1) Resource Access: You can choose Custom or All. Choose All if you want users having this role will have access to all resources, click on Save or Save And Continue Edit button to save your work. 2) If you choose Custom, you can tick to assign specific permissions for that role.

Decentralize staff

Manage Staff

Path: Sales > Web POS section > Manage Staff

Manage Staff

1) Click Add Staff to create a new staff. 2) Click Filters to search staff information. 3) If you want to Delete or Change status a staff, first select a staff, then click Actions: choose Delete or Change status.

Click Detail to view a staff’s details or edit.

Create a new staff

Path: Sales > Web POS section > Manage Staff

Manage Staff

Click Add Staff.

Manage Staff

Fill out all the required fields or select:

1) User Name. 2) Password. 3) Password Confirmation. 4) Display Name. 5) Email Address. 6) PIN Code (App only).

Manage Staff

7) Customer Group. 8) Location: Hold Ctrl + Click to choose more than one

Manage Staff

9) Role. 10) Status: You can Enabled or Disabled this staff. 11) POS: Assign POS for user. To choose more than one, hold Ctrl + Click.

Finally, click Save to complete the process.

HOW TO MANAGE MASTER DATA

Product

Attribute

Path: Stores > Attributes section > Product

Manage Attribute

Manage Attribute

1) Click Add New Attribute to create new user. 2) Fill out the blank with a value to search, after click Search. 3) Search attribute information with keyword.

You can view or edit attribute’s details by clicking on each line

Create A New Attribute

Attributes can be created while working on a product, or from the Product Attributes pages. The following example show how to create attributes from the Stores menu. Any attribute that is used as a drop-down list of values for a configurable product must have the following properties:

Property Value
Catalog Input Type for Store Owner Dropdown
Scope Global

Create A New Attribute

Click Add New Attribute

Create A New Attribute

Basic Properties 1) Enter a Default Label to identify the attribute 2) Set Catalog Input Type for Store Owner to the type in input control to be used for data entry 3) Select Yes to require the customer choose an attribute value option

For Dropdown and Multiple Select input types, do the following: - Under Manage Options, click Add Option. - Enter the first value that you want to appear in the list. - Enter one value for the Admin, and a translation of the value for each store view. - Enter only the Admin value, if you have only one store view, you can enter only the Admin value. - Click Add Option and repeat the previous step for each option that you want to include in the list. - Select Is Default to use the option as the default value.

Create A New Attribute

Advanced Properties (if needed). 1) Enter a unique Attribute Code in lowercase characters, and without space. 2) Set Scope to indicate where in your store system the attribute can be used. 3) Enter a Default Value of the attribute. 4) If you want to prevent duplicate values from being entered, set Unique Value to Yes 5) To run a validity test of any data entered in the text field, set Input Validation for Store Owner to the type of data that the field should contain. This field is not available for input types with values that are selected. The test can validate any of the following: - Decimal Number. - Integer Number. - Email. - URL. - Letters. - Letters (a-z, A-Z) or Numbers (0-9). 6) Add to Column Options: Include the attribute as a column in the Products grid. 7) Use in Filter Option: Adds a filter a control to the column header in the Products grid.

Create A New Attribute

Input Validation.

Create A New Attribute

In tab Manage Labels: Enter a Title to be used as a label for the field. If your store is available in different languages, you can enter a translated title for each view.

Create A New Attribute

In tab Storefront Properties 1) If the attribute is to be available for search, set Use in Search to Yes 2) To include the attribute in Product Compare, set Comparable on Storefront to Yes For dropdown, multiple select and price fields, do the following: 3) To use the attribute as a filter in layered navigation, set Use in Layered Navigation to Yes 4) To use the attribute in layered navigation on search results pages, set Use in Search Results Layered Navigation to Yes 5) In the Position field, enter a number to indicate the relative position of the attribute in the layered navigation block. 6) Set Use for Promo Rule Conditions to Yes to use the attribute in price rule. 7) To allow the text to be formatted with HTML, set Allow HTML Tags on Frontend to Yes. This setting makes the WYSIWYG editor available for the field. 8) To include the attribute in catalog page listings, set Visible on Catalog Pages on Storefront to Yes 9) Complete the following settings if supported by your theme: - To include the attribute on the product detail page, set Visible on Catalog Pages on Storefront to Yes - To include the attribute in product listings, set Used in Product Listing to Yes

To use attribute as a sort parameter for product listings, set Used for Sorting in Product Listing to Yes

Create A New Attribute

When complete, click Save Attribute.

Attribute Set

Path: Stores > Attributes section > Attribute set

Manage Attribute Set

Manage Attribute Set

1) Click Add Attribute Set to create new attribute set. 2) Fill out the blank with a value to search, after click Search. 3) Search attribute set information with keyword.

You can view or edit details of attribute set by clicking on each line.

Create A New Attribute Set

Create A New Attribute Set

Click Add Attribute Set to create new attribute set.

Create A New Attribute Set

1) In the Name field, enter a name for the attribute set (required) 2) In the Based On field, select an existing attribute set to be used as a template: - Bag - Bottom - Default - Downloadable - Gear - Sprite Static Ball - Sprite Yoga Strap - Top 3) Click Save button and continue

Create A New Attribute Set

To add a new attribute to the set, drag the attribute from the Unassigned Attribute list to the appropriate folder in the General group.

Click Save to complete the process.

Categories

Path: Products > Inventory section > Categories

Manage Categories

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

Manage Categories

Create A New Category

Create A New Category

Create a Category Create a Category

Path: Products > Inventory section > Categories

Set Store View to determine where the new category is to be available. In the category tree, tap the parent category of the new category. The parent is one level above the new category.

If you’re starting from the beginning without any data, there might be only two categories in the list: Default Category, which is the root, and an Example Category.

Click Add Sub-category to add a new category.

Create a Category

Complete the Basic information 1) If you want the category to be immediately available in the store, set Enable Category to the Yes position. 2) To include the category in the top navigation, set Include in Menu to the Yes position. 3) Enter the Category Name. 4) Click Save.

Complete the Basic information

Complete the Category Content

1) To display a Category Image at the top of the page, tap Upload. Then, choose the image that you want to represent the category. 2) In the Description box, enter the text that you want to appear on the category landing page. Then, format the text as needed. 3) To include a content block on the category landing page, choose the CMS Block that you want to appear. 4) Click Save.

Complete the Category Content

Complete the Display Settings Expand the Display Settings section. 1) Set Display Mode to one of the following: - Products Only. - Static Block Only. - Static Block and Products. 2) If you want the category page to include the Filter by Attribute section of layered navigation, set Anchor to the Yes position. 3) To change the Available Product Listing Sort By options, do the following: - Clear the Use All checkbox. - Select one or more of the available values to be available for customers to sort the list. By default, all available values are included. For example, the values might include: - Position. - Product Name. - Price 5. 4) To set the default sort order for the category, choose the Default Product Listing Sort By value. 5) To change the default layered navigation price step setting, do the following: - Clear the Use Config Settings checkbox. - Enter the value to be used as an incremental price step for layered navigation.

6) Click Save.

Complete the **Display Settings**

Complete the Search Engine Optimization Settings

Expand the Search Engine Optimization Settings section 1) Enter a URL Key for the category, or let the system automatically create one that is based on the category name.

Complete the following meta data for the category: 2) Meta Title. 3) Meta Keywords. 4) Meta Description. 5) Click Save.

Complete the **Search Engine Optimization Settings**

Choose the Products in Category Expand the Products in Category section. Then, use one of the following methods to add products to the category.

To find the products: 1) Fill out the blank with a value. 2) Click Search to find the products. To include a product in the category. 3) Mark the checkbox of each product, in the first column. 4) Click Save.

Product Types

Path: Products > Inventory section > Catalog

Product Types
Product Types Description
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.
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.
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.
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.
Manage Product

Path: Products > Inventory section > Catalog Manage Product

Workspace Controls | Control |Description| |--|--| |Add Product| Initiates the process to create a new simple product. To choose a specific product type, click the down arrow. Options: Simple Product/ Configurable Product. || (1) Grouped Product; (2) Virtual Product; (3) Bundle Product; (4) Downloadable Product| | Action| Lists all actions that can be applied to selected products in the list. To apply an action to a product or group of products, mark the check box in the first column of each product. Options: (5) Delete; (6) Change Status; (7) Update Attributes.| Filters| Initiates a catalog search based on the current filters.| Edit| Opens the product in edit mode or view product’s detail. You can accomplish the same thing by clicking any where on the row.|

Create A New Product

Simple product

Create A New Product

In the upper-right corner on the Add Product Anh 49 menu, choose Simple Product.

Create A New Product

Choose the attribute set that is used as a template for the product. Create A New Product

Complete the required setting. 1) Enter Product Name. (required) 2) The default SKU that is based on the product name, or enter another. 3) Price: enter the product price.

Then, Click Save to continue.

Create A New Product

Complete the basic settings

Set Tax Class to one of the following: 1) Taxable Goods/None 2) Enter the Quantity of the product that is currently in stock. 3) By default, Stock Status is set to In Stock 4) Enter the Weight of the product. 5) Assign Categories to the product. Tap the Select to select available category or you can create new category by click Create A New Product 6) Accept the default Visibility setting, Catalog, Search. 7) Mark the Set Product as New checkbox to add the product in the list of new products. 8) Choose the Country of Manufacture. 9) Enable On Web POS

Then, click Save to continue

Create A New Product

Complete the product information Scroll down and complete the information in the following sections as needed: - Content - Configurations - Images and Videos - Search Engine Optimization - Related Products, Up-Sells, and Cross-Sells - Customizable Options - Products in Websites - Design - Schedule Design Update - Gift Options - Downloadable Information - Barcode - Suppliers

Configurable product Create a new configurable product Create A New Product

In the upper-right corner on the Add Product Create A New Product menu, choose Configurable Product.

Create A New Product

Choose the attribute set that is used as a template for the product.

Create A New Product

Complete the required setting 1) Enter Product Name. (required) 2) The default SKU that is based on the product name, or enter another. 3) Enter the product Price. 4) Click Save to continue.

Create A New Product

Complete the basic settings 1) Set Tax Class to one of the following: - None. - Taxable Goods. 2) Enter the Quantity of the product that is currently in stock. 3) By default, Stock Status is set to In Stock. 4) Enter the Weight of the product. 5) Assign Categories to the product. Tap the Select to select available category or you can create new category by click 6) Accept the default Visibility setting, Catalog, Search. 7) To feature Mark the Set Product as New checkbox to add the product in the list of new products. 8) Choose the Country of Manufacture. 9) Enable on Web POS

Then, click Save to continue.

Create A New Product

Complete the product information.

Adding configurations

Create A New Product

After creating a product, scroll down the Configuration section > Click Create Configurations.

Create A New Product

Choose the attributes 1) Mark the checkbox of each attribute that you want to include as a configuration. 2) Add a new attribute. 3) Click to continue.

Create A New Product

For each attribute, mark the checkbox of the values that apply to the product.

Click Next to continue Create A New Product

Configure the Images, Price, and Quantity.

Click Next to continue.

You will see list product.

Create A New Product

Click Next to finish the process.

Grouped product

In the upper-right corner on the Add Product menu, choose Grouped Product.

Create A New Product

Choose the attribute set that is used as a template for the product.

Create A New Product

Complete the required setting 1) Enter Product Name. (required) 2) The default SKU that is based on the product name, or enter another. 3) Enter the Quantity of the product that is currently in stock

Then, Click Save to continue. Create A New Product

Complete the basic settings 1) By default, Stock Status is set to In Stock 2) Assign Categories to the product. Tap the Select to select available category or you can create new category by click 3) Accept the default Visibility setting, Catalog, Search. 4) To feature Mark the Set Product as New checkbox to add the product in the list of new products. 5) Choose the Country of Manufacture. 6) Enable on Web POS

Then, click Save to continue.

Add products to Group

Create A New Product Create A New Product

1) Select product that you want to include in the group. 2) Click to add them to group.

Create A New Product 1) Enter a quantity. 2) Remove a product from group.

Click Save to finish the process.

Create A New Product

Complete the product information

Virtual product

Aside from the absence of the Weight field, the process of creating a virtual product and a simple product is the same.

Bundle product

Create A New Product In the upper-right corner on the Add Product Anh 77 menu, choose Bundle Product.

Create A New Product Choose the attribute set that is used as a template for the product

Create A New Product Complete the required setting 1) Enter Product Name. (required) 2) The default SKU that is based on the product name, or enter another. 3) Enter the product Price.

Then, Click Save to continue.

Create A New Product

Complete the basic settings 1) Enable Dynamic Price 2) Set Tax Class to one of the following: - None - Taxable Goods. 3) Enter the Quantity of the product that is currently in stock. 4) By default, Stock Status is set to In Stock 5) Enter the Dynamic Weight of product. 6) Assign Categories to the product. Tap the Select to select available category or you can create new category by clicking on Anh 81
7) Accept the default Visibility setting, Catalog, Search 8) To feature Mark the Set Product as New checkbox to add the product in the list of new products. 9) Choose the Country of Manufacture. 10) Enable on Web POS

Finally, click Save to continue.

Create A New Product

Add Bundle items Scroll down to the Bundle Items section. Then, set Ship Bundle Items one of the following: 1. Separately 2. Together Click Add Option

Create A New Product

1) Option Title to be used field label. 2) Set Input Type to one of the following: - Drop-down. - Radio buttons. - Checkbox. - Multiple Select. 3) Mark to make the field a required entry. 4) Tap Add Products to Option, then mark the checkbox of each product that you want to include in this option.

Anh 84

Mark the checkbox of each product. Click Add Selected Products, you will see.

Create A New Product

1) Mark the checkbox of a product that you want it is default. 2) Enter Default Quantity.

Finally, click Save.

Create A New Product

Complete products information

Downloadable product

Create A New Product

In the upper-right corner on the Add Product Anh 88 menu, choose Downloadable Product.

Create A New Product

Choose Downloadable as the attribute set

Create A New Product

Complete the required setting 1) Enter Product Name. (required) 2) The default SKU that is based on the product name, or enter another 3) Enter the product Price

Then, Click Save to continue.

Create A New Product

Complete the basic settings 1) Set Tax Class to one of the following: - None. - Taxable Goods 2) Enter the Quantity of the product that is currently in stock. 3) By default, Stock Status is set to Out of Stock. 4) The Weight is not used, because downloadable products are not shipped. 5) Assign Categories to the product. Tap the Select to select available category or you can create new category by clicking on
6) Accept the default Visibility setting, Catalog, Search. 7) To feature Mark the Set Product as New checkbox to add the product in the list of new products. 8) Enable on Web POS

Then, click Save to continue.

![Create A New Product]](./image_starter_m2/image093.png?raw=true)

Complete downloadable product. 1. Mark the checkbox “Is this downloadable product” 2. Enter the Title - to use as a heading for the download links. 3. Click Add Link, then: Enter Title and Price. For both File and Sample files, choose: - Upload File: To upload the the distribution file to the server. Browse to the file, and select it for upload. - URL: To access the distribution file from a URL. Enter the full URL to the download file.

Create A New Product

Complete the Sample. 1) Enter the Title - to use as a heading for the samples. 2) Enter the Title of the individual sample. 3) Choose distribution methods. 4) Click to add another sample. When complete, click Save.

Create A New Product

Complete the product information

Product Setting

a. Content

Product Setting

1) Click on Products 2) Click on Catalog 3) Click on Edit

Product Setting

Scroll down to Content, and click on Anh 98, then write the description for the product, and the click Save on top right of the screen

b. Images and Videos

Product Setting

1) Click on products 2) Click on catalog 3) Click on edit of product

Product Setting

Scroll down to Images And Videos, and click on , then click on Browse to find or drag image here to upload new image

Product Setting

Click on Add Video to add new video

Product Setting

Fill in the box and the click on Choose File to upload new video

c. Search Engine Optimization Product Setting

1) Click on Products 2) Click on Catalog 3) Click on Edit of product

Product Setting

Scroll down to search Engine Optimization, and click on , then fill in the box

d. Related Products, Up-sells and Cross-sells Product Setting

1) Click on respectively - Add Related Products - Add Up-sell Products - Add Cross-sell Products

Product Setting

2) Mark the checkbox to select products 3) Click on Add Selected Product

Product Setting

4) Click on Save to finish

e. Customizable Options Product Setting

This function allows users to set and manage extra price for each product's variant separately. Users can simply set the extra price to be applied on a product's variant, regardless of its attribute and attribute value.

1) Click on Add Option 2) Enter the option tittle 3) Select an option type 4) Mark the checkbox to require 5) Click on Add Value 6) Enter a title for the value 7) Enter an extra price 8) Select a price type 9) Enter an SKU for each product’s variant

To remove a value, click on the right hand-side of the column

f. Gift Option

Product Setting

1) Click on Products 2) Click on Catalog 3) Click on Edit of a product

Product Setting

Scroll down to Gift Option, and click on Anh 114, then set the allow gift massage to Yes

g. Downloadable Information

Product Setting

1) Mark the checkbox 2) Enter a title for the download link 3) Mark the checkbox (if applicable) 4) Click Add Link, then do the following: 5) Enter a title for the download 6) Enter a number as a price for the download 7) Select an upload method for a file (Upload File/ Use URL) 8) Select an upload method for a file (Upload File/ Use URL) 9) Select a label in the dropdown list: - No: to requires customers to log in to their accounts to access the download link. - Yes: Sends the link by email, which customers can share with others. - Uses Config: Uses the method that is specified in the Dowloadable Product Options configuration. 10) Enter the number of Max. downloads to limit downloads per customer.

Otherwise, to allow unlimited downloads, mark the Unlimited checkbox

h. Barcode

Product Setting

1) Enter barcode 2) Select a barcode template and see the preview as below 3) Enter the quantity to print out 4) Click on Save to finish

i. Suppliers Product Setting

1) Click on Add Supplier

Product Setting 2) Mark the checkbox to select suppliers 3) Click on Add Selected Supplier

Product Setting (4) Enter the Supplier SKU, Cost, Tax (5) Click Save to finish

Customer

Path: Customers > All customers

Manage Customer

Manage Customer

1) Click Add New Customer to create new customer. 2) Click Filters or fill out key word to search customer information. 3) Action: First, select a customer, then you can: - Delete - Subscribe to Newsletter. - Unsubscribe from Newsletter. - Assign a Customer Group. - Edit 4) Click Edit to view customer’s details and edit.

Create New Customer

Create New Customer

Click Add New Customer.

Create New Customer

Fill out all the required fields with information of a customer. - Associate to Website. - Group. - First Name. - Last Name. - Email.

Create New Customer

Click Save Customer to complete the process.

Warehouse

Path: Inventory Management > Stock Listing section > Warehouse Please refer to Section Warehouse for details.

Location

Path: Sales > Web POS section > Manage Locations

Location

1) Click on Add Location to create new locations 2) Additional Guidance: Click on Edit to amend existing locations’ information.

Location

On the pop-up screen: 1) Fill in the Location Name (required) 2) Fill in the location Address field 3) Fill in the location Description field 4) Choose the Warehouse. - If you already assign a location to your Primary Warehouse, you won’t be able to assign it again here. - If you want to assign a new location to your Primary Warehouse, you need to Edit this field of the currently assigned warehouse to Don’t link to any Warehouses, then come back to the new location that you wish to assign and assign it to Primary Warehouse. 5) Click on Save

Store (POS)

Path: Sales > Web POS section > Manage POS

Create A New Web POS

Create A New Web POS

Click Add POS

Create A New Web POS

Fill out or select all the re quired fields. 1) POS Name: POS’s name. (re quired) 2) Location: POS’s location. (required). Here, admin can choose the location created and mapped to Warehouse. So that, the admin can control both warehouse and location easily. 3) Store View: (required) 4) Current Staff: Staff is working on the POS. 5) Status: you Enable or Disable this POS 6) When checked: another staff can use the POS when it is available.

Create A New Web POS

Click Save to complete the process.

Note: *Even when you set the warehouse to a certain location, with online store, admin can see clearly warehouse information in any location. HOWEVER, with offline store, only Sales 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

Manage Web POS

Path: Sale > Web POS section > Manage POS

Manage Web POS

1) Click Add POS to create new POS. 2) Click Filters to search POS information. 3) If you want to delete a POS, first select a POS, then click Actions: choose Delete. 4) Click Detail to view a POS’s details or edit

HOW TO USE

HOW TO USE INSTOCK MANAGEMENT MODULE

Stock listing

Stocks in Warehouse

Path: Stock Management > Stock Listing section > Stocks in Warehouse

Admin can have overview of Stock in the Warehouse and view stock details within the warehouse. These details include Available Qty, Qty to Ship and Total Qty and Shelf Location of each product in the warehouse.

Stocks in Warehouse

You can easily edit Qty of products in-line within a few steps: 1) Mark the checkbox to select products 2) Edit product quantity in line 3) Input product location in the physical warehouse 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 created and not assigned to any warehouse yet, it will be automatically allocated in Non-warehouse.

Non-warehouse product

From here admin can 1) Select the product by clicking on the checkbox 2) Add it into warehouse by clicking on its Add to Warehouse column.

Warehouse

After installation, 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.

a. View Warehouse’s detail information

The Warehouse menu allows you to control your warehouse with 6 tabs:

View Warehouse’s detail information

On the right side of each master data tab, click on the Arrow button to access the data: 1) General information about the Warehouse 2) Stock On-hand displays the amount of goods that the warehouse has available at that time. Here, you can update each product’s Qty in Warehouse(s) and its Shelf Location in-line. 3) Stock Movement shows the changes in stock quantities. Click on each record to view more details. 4) Orders record detail information of each order including status, order ID, purchase date, customer that the order has been billed-to/shipped-to, order value. 5) Warehouse Permissions manages staff access to the warehouse. Detailed guide is given in the next section b. Warehouse permissions 6) Dashboard contains reports that are illustrated as table and lines diagrams as below.

View Warehouse’s detail information View Warehouse’s detail information

b. Warehouse permissions Path: Stock 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

Warehouse permissions

(1) On the right hand side 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:

Warehouse permissions

Select Staff users to assign permission 1) Select Staff by marking the checkbox 2) Click on Filters to search Staff information (if any) 3) Click on Add Selected Staff

Anh 137

4)Then click on Save Staff Permissions

Stock Control

Stock Adjustment & Stock Adjustment History

a. Link stocks in Warehouse to Front Store View:

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

ink stocks in Warehouse to Front Store View

To link multiple Store View to a Warehouse, go to Stock Management > Warehouse > General Information > Magento Store View. Here, you can change the store view that links to the warehouse or select multiple store views as needed.

ink stocks in Warehouse to Front Store View

b. Add new Stock Adjustment Path: Stock Management > Stock Control section > New Stock Adjustment

Add new Stock Adjustment

Under menu Stock Control, you can create new Stock Adjustment in a few steps: 1) Name of the warehouse. With the Starter Package, you can only choose Primary Warehouse (also set as default) 2) Adjustment code is automatically generated. All adjustments are saved in Stock Management > Stock Control section > Adjust Stock History 3) Fill the reason 4) Then click button Start Adjust Stock.

Add new Stock Adjustment

From here you have 2 options: 1) Go to product list and Add products to adjust stocks or Import products via CSV file 2) Save the Stock Adjustment. After being saved, this stock adjustment’s status is now Pending. To change Stock Adjustment status to Completed, you need to hit button Adjust. Note that the Qty here can be “Change Qty” or “Adjusted Qty”, depending on how you configure in Store Configuration (please refer to section Stock Control Configuration)

Stock is updated in the warehouse. Once the Adjustment is Complete, there is no way to edit it.

Add new Stock Adjustment

Stock level will be updated instantly in the corresponding warehouse.

c. View Stock Adjustment History Path: Stock Management > Stock Control section > Stock Adjustment History

View Stock Adjustment History

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 Products.

View Stock Adjustment History

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)

a. Stocktaking process Path: Stock Management > Stock Control section > New Stocktaking

Stocktaking process

There are 5 steps in Stock taking using Instock Management module: - Step 1: Fill General information: After finishing this step, Stock taking status is Pending

Stocktaking process

1) Fill in the reason for stocktaking. You can also fill in the participants and the time of the action but it is optional 2) 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

Stocktaking process

1) Click on Add Products to Stocktake to select products from your product list or Import products from CSV file (template provided) 2) Selected products will be displayed in the grid here 3) Click Save to stay with your selected products for further edits, or click Start Stocktake to proceed Stage 3.

  • Step 3: Do Stock take: Fill in the Qty of product. Now status is changed to Verified

Stocktaking process

1) 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 Stocktake 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.

Stocktaking process

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 Completed.

Stocktaking process

Qty is adjusted in the warehouse. Similar to Adjust Stock, stock taking cannot be edited after status is Completed. 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.

b. Stocktaking History Path: Stock Management > Stock Control section > Stocktaking History

Stocktaking History

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 Completed 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

Path: Stock 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.

Stocktaking History

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) Admin can filter the data basing on the variables in the table. 3) Admin can also easily exports Stock Movement details into CSV or Excel XML.

Prediction

Supply Needs

This feature predicts how many inventory items your warehouse needs 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.

Supply Needs

1) To process a prediction, select the warehouse (in Instock Management module, you can only select 01 warehouse i.e. Primary Warehouse) 2) Time range to collect sales data, based on which the system will calculate data for supply need 3) 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:

Supply Needs

1) The table displays supply needs information as below: - Qty Sold/day: average quantity sold per day of the product during the chosen sales period - Total Sold: total quantity of product that were sold during the chosen sales period - Current Qty: the product quantity that you currently have in the warehouse - 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 needs: 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 editting criteria for supply forecast and hit Show Supply Needs again to refresh the prediction result.

Low Stock Rules

Path: Stock Management > Prediction section > Low Stock Rules

Note: 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.

Low Stock Rules

1) 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.

a. On the Rule Information tab:

On the Rule Information tab

2) Enter the low stock rule name 3) Add a brief about the rule (optional) 4) Select Active to enable the rule 5) Use Calendar to choose From and To date for a term of validity (optional)

On the Rule Information tab

6) Select an update time:

• Daily

• Monthly

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

7) Select hours the warning message will be sent

b. On the Conditions tab:

There are 2 types of low stock rule:

Type 1: Availability Qty

Type 1: Availability Qty. Availability Qty.: you can select Qty. threshold that the system will notify to import. 8) Select Availability Qty. 9) Set the number of threshold quantity 10) Select Both Warehouse and Global for notification scope 11) Select Warehouses for those rules will be applied

Type 2: Availability Days

Type 2: Availability Days Availability Days: 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) 12) Select Availability Days 13) Set the number of threshold days 14) Set the number of sales period days 15) Select Both Warehouse and Global for notification scope 16) Select warehouses for those rules will be applied

c. On Actions Tab:

On Actions Tab

17) Enter an email list to send the low stock notifications to 18) Enter content of the warning message

On Actions Tab

19) Click Save 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: 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***

On Actions Tab

Low Stock Notifications

Path: Stock Management > Prediction section > Low Stock Notifications

Low Stock Notifications

Low Stock Notifications displays warning messages about the products which are nearly out of stock in warehouses. It shows all notifications with information including Sent at, Update Type, Email received, Recipients and Action. Click view action on each notification log to see details of products that have been low stock including Name, SKU, Image, Qty Notified and Time Notified.

HOW TO USE WEB POS

How to Create Session

When first shift of the day started, POS Manager will open session in order to create the Opening Balance - the amount of cash in your store at that time.

Those numbers will be saved in the system, so POS could provide you information about daily revenue after a working day.

Particularly, when you log in to any POS, a window of opening session will pop-up automatically.

How to Create Session

1) Name of the staff in this session 2) Location of POS 3) Value of the currency contrbuting to Opening Balance (such as: $100 ) 4) Number of the currency unit (for example : 2) 5) Subtotal (you will have: $100 * 2 = $200) 6) After checking all the information above, click this button to Open New Session

Type the coin/bill value > Put in the number of those coins/bills > Click Open Session

In case you logged in to POS but no window pop-up automatically like the picture above, then you need to make some change in the back-end system. Here is the instruction:

How to Create Session

Go to Store > Configuration > Select Magestore Extension > WebPOS. Select Yes on this red frame and please don’t forget to click Save Config to make it work

Next step, after the Opening Balance was saved by POS Manager, Cashiers now are able to create orders and they start running cash flow in your store. They receive the payment from customers and then put the change back to them. Those actions happen in turn, again and again, so your store will have cash in as well as cash out.

On the screen of POS System, it will be displayed like this:

How to Create 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. It reflects two things: Cash and Payment Slip.

How to Create Session

And now, it’s time for Managers checked Closing Balance. If staffs want to end session, system will require staff to confirm cash flow by filling this form below:

How to Create Session

2 situations could happen in this step: - If the Theory and Real Balance are the same, Managers could directly move to the step of Set Closing Balance, then end this workflow (Session Management). - If the Theory and Real Balance are not the same, Managers have 2 options below to solve this problem.

• If accept the difference, Manager has to accept the Profit or Loss (with reason).

How to Create Session

How to Create Session

• Otherwise, staffs have to Put Money In or Take Money out with reason

How to Create Session

How to Create Session

1) Amount of cash that staff will put in/ take out 2) Reason for putting in/ taking out cash 3) Name of Staff who does this action

After all, when the Theory Balance’s equal to the Real one, POS Managers are able to “Set Closing Balance”. Then, it ends of the “General Sale Process” Workflow.

How To Log In

Path: WebPOS Backend > Sales > Web POS section > POS Checkout

How To Log In

User get access from Web POS backend by going to Sales > Web POS section > POS Checkout

How To Log In

A log in form will appear, user has to choose store (if website has various store views), fill in their account & password and click Login to access successfully.

To manage account, users should go to Settings tab > Account

How To Log In

Then, click on Account, users could view and/or edit their personal information. User can change password if they want.

How To Log In

To reload data, user can go to Settings > Synchronization and choose Reload (to reload each category) or Reload All (to reload all data)

How To Log In

How To Do The Transaction

How To Filter And Search Product Quickly

a. How To Configure Process Of Searching Product

Users can configure to search products by going to Settings tab > General.

How To Configure Process Of Searching Product

In Catalog tab: Enable Display out-of-stock products in search results (online mode) by choosing Yes option. If you choose No option, out-of-stock products will not display in search results.

Note: This function is available for online mode only

b. How To Search Product In Frontend There are 3 ways that users can search products: - Use Categories - Use Products Attributes - Use Barcode

Use Categories In frontend, you can click on All Categories link to quickly search products by categories. Choose the corresponding categories as you prefer.

Use Categories

Use Product Attributes To search by product attributes, click on Search icon, then a search bar will be shown. Enter your search terms and matching products will display right away.

Use Product Attributes

Use Barcode - Connect Web POS with barcode reader devices (Please refer to How Web POS works with peripheral devices) - Scan barcode and then the barcode attribute will be filled automatically in the search box - The matching product will be shown in the list.

How To Add Products To Cart

a. Add Products To Card - With simple products, you just need 1 click to add them to cart - With configurable, bundle, grouped products, after clicking, you will see a popup shown to choose your option. Then, click on Add to cart button.

Add Products To Card

b. Edit Products In Cart

Edit Products In Cart

After adding products to cart, you can edit the quantity of each product by clicking on the product that needs editing. A popup will display with option to edit Qty. To edit Qty., just enter a wanted number or click on +/-. The number of products will be adjusted in the cart right away.

c. Remove Products In Cart

Remove Products In Cart

To remove products in cart one by one, click on x button of the corresponding product. After that, the cart will be updated immediately. Or you can click on the waste basket icon to clear cart.

How To Add A Custom Sale Item To Cart

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

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

How To Add A Custom Sale Item To Cart

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

How To Add A Custom Sale Item To Cart

1) Name: Enter the name of custom sale product 2) Price: Enter the price of this product 3) None/ Taxable goods: Choose whether the product is subject to tax or not 4) Shippable: Choose whether the product will be shipped or not by turning on/off this option 5) After finishing configuration, click on Add to Cart button and check out as normally. Please note that this custom sale product will not be saved for the next checkout.

How To Apply Coupon Code Or Card Discount

After adding products to cart, to apply a coupon code or discount on the whole cart, click on Add Cart Discount link.

How To Apply Coupon Code Or Card Discount

Then, a popup will display as below, where you can choose between using Discount or Promotion

How To Apply Coupon Code Or Card Discount

In 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.

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

How To Apply Coupon Code Or Card Discount

How To Apply Custom Discount Or Custom Price To A Product

After adding products to cart, besides editing the quantity of each product (refer to section b. Edit products in cart for more details), you can click on the product to edit other information. A popup will display with edit options for Custom Price, Discount. Remember that you can only change either Custom Price OR Discount for a product, instead of both at once.

How To Apply Custom Discount Or Custom Price To A Product

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

How To Apply Custom Discount Or Custom Price To A Product

In this popup, please choose type you want to adjust for the price, either by a fixed number or percentage. - If you adjust price by a fixed number, the checkout price will be the value you enter. - If you adjust price 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 enter.

How To Apply Custom Discount Or Custom Price To A Product

Editing discount for each product is similar to edit by Custom Price. Click on Discount button and choose types of discount–fixed discount or percentage–you want to adjust:

How To Apply Custom Discount Or Custom Price To A Product

  • If you edit discount by fixed number, the price will decrease by the exact value you have entered
  • If you edit by percentage, the price will decrease by the percent you have entered (it is similar to Custom Price by percentage).

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

How To Apply Custom Discount Or Custom Price To A Product

How To Manage Transaction

How To Handle Cutomer Information At Check Out

a. Customer Checkout To use Customer Checkout, add customer by clicking on Customer icon on the right corner. You will see a screen as below:

Customer Checkout Customer Checkout

Search customers: Using the search box, you can quickly find the customer by entering his name, email, phone or address. Choose customer from suggested results in the 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.

Search customers

Create New Customer: If customer hasn’t been added in your system before, instead of searching, click on Create Customer button.

Create New Customer

1) Fill in required information including customer’s First Name, Last Name, Email, Group 2) Click to subscribe to customer to your newsletter or not. 3) Fill in Shipping & Billing Address. You can choose whether Billing Address is similar to Shipping Address or not. 4) Click Save button to save the customer information for the next checkout.

b. Guest Checkout

Guest Checkout

When you use Guest Checkout, the default customer information that you configure in backend will be used (Please go to the section Default Guest Checkout for more details). At checkout, all fields will be auto-filled with that default information.

How To Add Comment To An Order

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

How To Add Comment To An Order How To Add Comment To An Order

How To Check Order Comment

a. In Web POS Screen Path: Orders > Orders History or Orders > On-hold Orders

To view comment of order, you can go to Orders tab in Web POS screen, choose an order then scroll down to see Comment History.

How To Check Order Comment

b. In Magento Backend Go to Sales > Orders and click on a specific order. In order details page, go to Comment History tab to check whether it has any notes or not.

How To Check Order Comment

How To Process At Check Out For A Customer

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

How To Process At Check Out For A Customer

When products are added to cart, click on Checkout button at the end of the cart page You will be redirected to the next page with information of Shipping & Payment Method

How To Process At Check Out For A Customer

Click on the icon on the right to expand or collapse the Shipping/ Payment section. Choose a shipping and payment method to proceed checkout. (Shipping and Payment methods can be added in the Magento core backend)

Credit Card: Magestore Web POS supports Authorize.net & Stripe. Sale staff can fill in card information manually or swipe card (if the POS system is connected with a card swiper). For more information, please go to section How Web POS works with peripheral devices.

Slit payment with Web POS

Slit payment with Web POS

Customer can pay their order in maximum 2 different payment methods. Click Add Payment and select the second payment option. Then, click on Place Order button to complete checkout process. There will be a notification as is shown below:

Slit payment with Web POS

Partial Payment with Web POS

Besides Split Payment feature (please refer to Split Payment with Web POS), our solution also allows customers to pay partially at the time of checkout and pay the rest later.

Partial Payment with Web POS

1) Select the first payment method and enter the partial payment value at the checkout point 2) Click Mark as Partial button

The order is now created and successful order notification is displayed

After finishing creating order, in the next step, when customers come back to pay the rest of order value, you can complete the order by going to WebPOS frontend menu > Orders > Orders History. The order is marked with Pending status.

Partial Payment with Web POS

1) You can view the summary of the order; the total value and the paid value. 2) To complete the order payment, you click on Take payment button. Tick to choose the payment option or pay with multiple ones

Partial Payment with Web POS

After filling in the due amount, click on Submit button to complete the payment action. Then the total paid is equal to the whole order’s value

How to keep orders on hold for further processing

Your customers can't make up their minds yet, or are unable to make a payment meanwhile? They may want to purchase items that are for pre-order or currently out of stocks? You don't want to lose those potential customers, don't you? Then, Web POS's new feature can put these orders on hold - no limit in time - until they are ready to continue processing!

How to keep orders on hold for further processing

After adding products to cart, you can hold the order for later checkout by clicking on the + button. The order will be kept open on the checkout bar to process later.

How to keep orders on hold for further processing

The on-hold order is labeled with a sequence number and the time it is put on hold. You can hold multiple orders and continue with one order by clicking on them. Meanwhile, you can create another order by clicking on the + button.

How to keep orders on hold for further processing

To check orders that have been put on hold, go to Web POS menu > Orders > On-hold Orders. 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.

How to print receipt and email order information

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.

How to print receipt and email order information

The receipt will look like the screenshot below:

How to print receipt and email order information

And here is the email of order information:

How to print receipt and email order information

How to review orders

In POS screen, you can review orders by go to Web POS menu > Orders > Order History tab. Here you can see the order list and order details:

How to review orders

a. Order status In order list, the status of order is distinguished by color

Complete: Green (When you ship order AND create invoice

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

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

Canceled: Gray (When you cancel the order)

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

Closed: Black (When order has been refunded)

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

How to review orders

c. View order information

How to review orders

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:

How to issue invoice for an order

How to issue invoice for an order

The order can’t be completed if you haven’t issued invoice for customer. After the order is created successfully, you will find order’s details on WebPOS frontend menu > Orders > Orders History then click on button Invoice.

How to issue invoice for an order

A pop-up will appear so you can enter the quantity of item or the order amount to be invoiced. Then you click on button Submit invoice to complete the action. You can choose whether to send invoice to customer’s email or not.

How To Create Shipment Or Issue Refund For An Order

a. Create Shipment

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

Before Placing An Order:

Before an order is created by clicking Place Order button, you can create shipment by turning on Mark as Shipped as below:

How To Create Shipment Or Issue Refund For An Order

After verifying shipment method, the system will automatically load to Successful Order Page. There will be a message shown to notify you that shipment is created successfully. Please note that you need to have permission and be in online mode.

After Placing Order:

When order has been created successfully but hasn’t been shipped, you can go to Order History and create shipment for that order.

How To Create Shipment Or Issue Refund For An Order

b. Partial Shipment

How To Create Shipment Or Issue Refund For An Order

If customers want the orders to be shipped in 2 or more consignments, sales staff can enable Partial Shipment function. When you create order, remember to turn off button Mark as shipped.

After placing order successfully, you find that order in WebPos frontend menu > Orders > Orders History. Then you click on the icon on the right corner and choose Ship. A pop-up then appears so you can enter the number of items to be shipped of each product.

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

How To Issue Refund

Path: Web POS menu > Orders > Orders History

Only certain staffs have permission to issue refund (which is set by admin in backend. See Decentralize access permission of Web POS users for more details).

How To Issue Refund

1) To issue refund, go to Web POS menu > Orders > Orders History, and choose an order to refund. Note that you can only refund orders with Processing or Complete status. 2) Click on Refund from the top right menu.

How To Issue Refund

A popup will display so that you can fill in the information before making refund. 3) Enter the product quantity to issue refund. 4) Tick Return to stock if you want to return those items back to warehouse. 5) Enter additional info including: - Adjust Refund: The compensation customers get from your store if they have to request refund. - Adjust Fee: The fee customers might have to pay for your store when requesting refund. 6) Enter additional notes (if any) 7) 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 Review Report

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

How To Review Report

Our Magento Web POS provides you 10 types of reports which help you get deeper into your business performance. To view reports, go to Sales > Sales Order Reports on Magento backend.

How To Review Report

Note: - You can export each report into Excel XML or CSV file. - You can view report in any custom time period.

Staff Report

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

Staff Report

The Sales by staff report shows the number of orders and total sales created by each sale staff in any custom period.

Staff Report

The Sales by staff (Daily) expresses the number of order and total sales created by each staff each day in the time period that you choose.

Staff Report

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

Location Report

Similar to Staff report, the Location report has 3 different reports including Sales by location, Sales by location (Daily) and Order list for location.

Location Report

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

Location Report

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

Location Report

In the Order list for location, you can view all order information including ID, value, history and status of each order created by all or each specific sale location.

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.

Payment Report

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

Payment Report

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

Payment Report

In the Order list for payment method, you can view all order information including ID, value, history and status of each order created by all or each specific payment method.

Payment Report

The Sales by payment method for location report displays the number of orders and sales created by each payment in each sale location.

Z- Report

Path: Web POS backend menu > Sales > Web POS section > Z-Report

Z- Report

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.