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Checkout

Change seller

To facilitate working with commissions on sales, we've made it possible to assign specific sales to a different employee than the one currently logged in.

If you implement the setting App:AllowSoldByOverride and set the Value as = 'true', then a checkout tile will be shown displaying 'Sold by'. Selecting this tile will show all employees from that store as returned by the setting ListEmployeesForOrganizationUnit.

After selecting an employee, the service SetOrderSoldBy sets the UserID on that OrderID.

Partial shipping

To allow customers to take home the products currently available in-store, you can set the setting App:Checkout:AllowPartialShipping to 'true'. This can be done on store-level.

The products which are not available will then be shown and you can select which products to ship and in which quantities.

Paper or digital receipt

You can configure what kind of receipt you'd like to be printed on checkout: paper and/or digital (e-mail).

You can do so with these two settings:

App:Documents:DefaultPrintReceipt -> 'false' This App setting is ignored by POS App:Documents:DefaultEmailInvoice -> 'true'

In the above example, paper receipts will not be printed by default and the invoice will only be e-mailed. Extra steps will then have to be taken if you do want the paper receipt after checkout.

Receipts for Ecom orders

Because there can be disadvantages to printing receipts, such as receipts -containing personal information- ending up at neighbors in a Ship-from-Store delivery, you can use the following setting to determine whether or not you want a receipt to be printed:

App:ShipFromStore:PrintReceiptAfterCompletion

This setting defaults to 'true', but by setting it to 'false' you can specify that no receipts should be printed for orders shipped or collected from store.

Tax exemptions

In some countries, some people have the right to tax exemptions. For this, we support an order option tile in checkout. This tile can be enabled by setting Orders:TaxExemptionEnabled to 'true'. This tile requires Tax Exemption reasons to be set

Note

The Tax Exemption order option is - as of now - exclusively hard coded to Canada, the US. Germany and Portugal.

Signing for orders

You can make it possible for the customer to sign for an order on the Companion. Even when you enable the signature page, it's still optional to enter the signature.

You can make it visible by setting App:Checkout:ShowSignOrder to 'true'.

Block navigation on open amounts

We added a setting to block users from navigating away from checkout with remaining open amounts. This can be managed with the setting App:Pos:DisableNavigationOnOpenAmount. If this setting is set to 'true', navigation can only be resumed through completing the order or cancelling the order.

Hiding payment methods

You may want to hide the payment methods on orders that have been fully paid, to avoid unnecessary payments being made. Choose by using the following setting: AllowPaymentsOnPaidOrders.

Reserve in store

Essentially, 'Reserve in store' orders (or Click & Collect) can be enabled with the following setting: Orders:Reservations:ClickAndCollectEnabled

For more information, and additional related settings, see Click&Collect.

FiscalID

We have an option to set a FiscalID on a customer during checkout. To enable this tile, set App:Order:ShowFiscalID to true. This will display a FiscalID tile which will allow you to provide the FiscalID when tapped.

Minimum payable amount flow

By means of the App:Checkout:PrefillMinimumPayableAmount setting you can specify how you want to handle payments for mixed order types. This entails an order of which part is carry out while the other part is delivery for example. In such a case you'll want to have the customer pay at least the carry out order lines, but more options are available:

  • true: the minimum amount (carry out-only) will be prefilled during checkout
  • false: the amount to pay is prefilled with the entire open amount
  • prompt: a modal will appear allowing the employee to choose between the minimum and open amount

Mind that if the payment method in question has the Requires amount option enabled, no amount will be prefilled at all.