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Basket

The first page that opens up when you log in to the POS is the basket page, the bread and butter of POS.

IPad Pro screen

Basket overview

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:

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Right pane

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.

Top bar

The top of the screen also holds several options;

Transfer

This button displays a QR-code that can be scanned with our companion app to transfer your order to that device.

IPad Pro screen

Return

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.

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Discount

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.

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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.

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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.

Hold

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.

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Clear

Use this button to clear your basket. Baskets will not be deleted, they can always be found back under Orders.

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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.

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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.

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Checkout

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.

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Order options

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".

note

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.

Payment methods

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.

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Cash denominations

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 App:Checkout:DisplayReturnDenominations is true.

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After payment, we are prompted with a menu where we can choose what documents we want to print or mail to the customer.

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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".