POS: Interfaces

Like any advanced POS system, ExpandCart POS has two interfaces, an administrative one, and a user (Employee or Cashier) interface:

 

Admin Interface

You can access the administrative interface through your dashboard as follows once the POS is installed on your store (Check this article to know how to install it):

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POS Components:

 

POS Products:

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1- If the product doesn't have a Barcode, you can generate one automatically by clicking on that button instead of going to each product page and type it manually.

2- Select an item or more and assign it to outlets/branches and suppliers (explained in this article below).

3- To print the barcode of the selected items.

4- Outlet Mass assign

5- To generate Barcodes for all of the items that don't have Barcode yet automatically.

6- Advanced search to save your time if you're looking for specific products, and you can use the normal search below it.

 

POS Orders:

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Check the POS orders and edit/view them by referring to the button highlighted in the above screenshot

 

POS Returns:

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Check the POS returns easily and edit them referring to the button highlighted in the above screenshot. When generating a return from the user interface (Employee) the return has to include a product from the POS orders.

 

POS Outlets:

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1- Add outlets/branches:

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Enable the outlet status and provide its data then click on the Save button and the outlet will be added to your POS outlets immediately.

2- Once the outlet is added refer to that box and you'll be able to edit it and manage its products as follows:

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POS Suppliers:

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By clicking on POS suppliers you can add suppliers and manage which products they supply. POS supplier Requests, to check and manage the supply requests which can be issued through the user interface (Employee).

 

POS Reports:

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Through this tab, you can get dedicated POS reports to help you analyze and grow your business. You can check each user (Employee) sales individually too referring to the Users Report tab.

 

User Interface

The user/employee interface is the one that will be accessed to add orders and accept returns in the branches, once you give them permission to a user to access one of the outlets/branches POS system (To know more about the permission and the POS access, please check the permissions section that can be found in this category in the help center), the user can log in via the POS URL link which you can get by clicking on this button:

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Once you click on it, you will be redirected to the POS page which users (Employees) will access to enter their credentials and use the POS system:

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The POS page URL link is your store URL link/wkpos/, let's go through each of the users interface POS pages:

Home Page:

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Here the user can find the items and use the search bar to find the items the customer will purchase and add them to the cart by clicking on them. The user can add the items to the cart by scanning their barcode if the scanning device is connected with the device the user is using, if not, the barcode can be typed manually as follows:

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After adding the items the customer is purchasing, you can click on the Select Customer button to choose the customer account if the customer doesn't have an account the user can create an account for the customer:

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This step can be skipped normally and the order will be placed normally. As shown in the previous screenshot customer can use a coupon and the employee can apply a discount on the order too. If the order isn't completed and the customer already chose the items, the user can put it on hold by clicking on the Hold Order button. If the customer wants a home delivery instead of taking the items directly if you offer this service, the user can check this box and add the charges if it's applicable as follows:

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Once the cart is ready to be checked out, the user will click on the Checkout button and choose the customer payment method:

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If the Credit Balance is available for customers (Customer has to be selected through the Select Customer button) to use within the outlets/branches and the customer has balance, the user can ask the customer whether he/she wants to use it or not. In the end, once the user is handed the order amount with any of the available payment methods, the user will click on the "Accept Payment" and the order will be placed as follows:

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Once the order is successfully placed it will be added to your store orders automatically and the POS orders for sure and the user can print the invoice and hand it to the customer. For the Returns, the items that will be returned have to be placed in a POS order:

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Once the user clicks on the Return Order button, will choose the POS order that the customer wants to return or return items from it and will be able to issue the return easily.

 

Note: If the internet connection is lost, the user can add orders normally and select the customer too and all of the orders will be synced once the internet connection is back:

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In the offline mode while there is no internet connection, the user can't refresh the page, issue returns, and use customer balances (If applicable) while checking out. Anything related to the order cycle from selecting items to choosing the payment method and printing the invoice will be working normally.

 

Orders:

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Here the user can find all of the POS orders made by him/her and sync the offline orders that were made while the offline mode was activated or the internet connection was lost.

 

Returns: 

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Such like the orders, from here the user can check the return made from his/her end.

 

Expenses:

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The user can add the expenses he/she was requested to document as well as checking the history of the expenses documented by him/her.

 

Settings:

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Through the Basic Settings, the user can change the user data like the name and the password. To change the language or the currency the user can refer to the Other Settings.

 

Others:

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Users can issue supply requests and check the request history as well as the products with low stock.

 

To learn more about the POS settings (Administrative settings), please check this section.

To learn more about the permissions and access to the POS system, please visit this article.

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