The first page that opens up when you log in to the POS is the basket page, the bread and butter of POS.
The basket is your fallback for all POS operations. POS' main purpose is sales, and the basket always represents your current order. Here is an example with some items added to the basket:
The right pane in the basket shows your order summary. The top part shows customer information, the bottom part shows your order quantity and amounts. If no customer has been added, a button to do so will be displayed. This button navigates you to the Customers menu, where you can search for existing customers, or create new customers and add them to your active basket.
Finally, the right pane contains a big blue button which navigates you to the Checkout when you're ready.
The top of the screen also holds several options;
This button displays a QR-code that can be scanned with our companion app to transfer your order to that device.
Normally, return orders are created based on the original sales order from which the customer would like to return certain items. If there is no record of the original order however, return orders can be created in the basket and then transformed into a return order using this button. When doing so, you need to specify a remark and the stock label to which the items should be returned.
Note that a payment flow and a refund flow are largely the same. Depending on your settings however, not every refund can be performed - or at least not by every user. If you'd like to know more about this, or refunds in general, see: Refund flows.
To apply manual discounts to your order, use the discount button. This will only display discounts that can be applied to the entire order. Orderline discounts are only displayed when adding a discount to a specific line.
Line action type
On POS, any order lines that are added to the basket are added as Carry out by default. If no stock is available in your OU, lines will be added as Order. The Line action type button in the top bar can be used to change the line action types for the entire order.
If order type deliver is selected and you wish to be prompted with a list of shipping methods to choose from, then the following setting is needed:
App:Checkout:AllowChangingShippingMethod set to
true. This works if you have more than one shipping method configured on the current organization unit.
Using this button, orders can be paused. When pausing an order, you can choose to print a receipt for the customer. This receipt is based on the SuspendedOrder Stencil template.
Use this button to clear your basket. Baskets will not be deleted, they can always be found back under Orders.
Edit product bundles
If you have a product bundle in your basket, you can edit it by clicking on the bundle, and hitting the Configure bundle button again.
Edit customer address
If you added a customer to the order, you can change their address in the basket. To edit the customer address, you can use the 'Pencil' icon next to the address.
Pressing the checkout button moves you to checkout. This doesn't really change anything about your basket, it does swap out your right sidepane for the checkout sidepane.
The checkout sidepane shows your available order options and payment methods.
Order options shows a collection of tiles holding certain functionalities to modify your order. In our example, we have a very limited set of these tiles. What tiles are displayed depends on your configuration.
Fiscal ID tile
The fiscal ID tile is used to check whether a Fiscal ID / VAT number is valid or not during a checkout flow. To use the
ValidateFiscalID service, you will need to add an App setting called
App:Order:ShowFiscalID with a value
true. This will present the Fiscal ID tile seen in the above screenshot under "Order options".
If no customer is attached to an order, the Fiscal ID validation would be performed on the organization unit
CountryID currently logged into. If a customer is attached to an order, the validation would be done on the customers
CountryID i.e. overwriting the organization unit
CountryID if different.
When checking out, we first need to select our desired payment method. When having a payment method selected, we can choose what station to use, our default station is preselected. Additionally, we can choose the amount we want to pay using this payment method. By default, this is set to the full open amount.
By default, the total order amount is pre-filled to match the open balance on the order. This can be adjusted however, to match any amount received from the customer or to make use of partial cash payments. When entering an amount which is higher than the order amount, you will see a modal with the recommended change to return to the customer. This will display possible denominations if
Print or mail receipt
After payment, we are prompted with a menu where we can choose what documents we want to print or mail to the customer.
Print receipt output type
There are two settings here which you can use to influence the default/preferred output type if Print receipt is the chosen option:
Auditing:PreferReceiptPrinting: Setting its value to
true(default value is
false) would mean a print output of type "receipt".
Auditing:PreferPaperPrinting: Setting its value to
true(default value is
false) would mean a print output of type "paper".