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Magespace

Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

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Page 1: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

Magespace

Page 2: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

WelcomeThank you for choosing magespace pos

With this step by step guide, you will be able to master the basics of magespace pos and be trading from your iP /Pc/Mac/ad in no time. Once you feel comfortable using the system, you may wish to refer to our other guides to get started with our more advanced features such as ‘Stock’, ‘Staff Management’.Below is common terms used throughout the manual; we then introduce you to the concept of product hierarchy and encourage you to think of your own product classification prior to using the system.

How Extension Magento2 MS Use to

Outstanding Features Responsive UI/UX native with POS -basedMagento2 HOW

CONFIGURE TO

HowWhat ? customer default is

POS Ms for method shipping a up set to POS Ms for method payment a enable toHow

How Checkout Guest Default configure to

POS Ms of logo change toHow

How staff POS Ms a add to How users POS Ms of permissions access differentiate to

How

devices peripheral with POS Ms connect to

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How cart to products add toHow

quickly products search & filter to manually local in data reloads deletes/ user POS Ms

How

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How customer a for checkout at process to

Split POS Ms with Payment Partial &

How processing further for hold on orders keep to

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HowHow report sales run to

order an for refund issue or shipment create to

Page 3: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

1 QUICK SYSTEM SETUP

Before You Use Your SLogin/ Please

ystem min 1-2 allow

Ipad Synchronisation & Display

2 EDITING PRODUCTS

3 SETTING UP PRODUCT

5 ADDITIONAL FEATURES

Where you see this icon, you should check your iPad to see your layout progress

Page 4: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

QUICK SYSTEM SETUP

Front-endResponsiveFasten browser IndexedDB in data local saving by speed processing order

UI/UX app native with POS web-based essentials POS

TakeVisualizeSearchAvoidUseSelect/editCreateKeep processing further for hold on orders

clicks 2 in arrivals) new for (e.g. items sale custom boxes popup via products grouped bundle, configurable, of options

cart to product add quickly to scanner barcode product out-of-stock adding

color... manufacturer, as such attribute, product any by products images thumbnail with lists product

quickly products out pick & orders

Initial Payment Setup Magento

configure to easy is system POS

ApplicableIfIfThenClick-If have

in field. Method Payment Default Card Credit – POS Ms option select Then,

field. Payments Specific in it choose to first you instance, for method payment default the be to Card Credit set to want you Delivery On Cash is mode default the Method: Payment Default

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Payments. Specific choose only, methods payment particular some apply to want you Payments Allowed All choose payments, all apply to want you

payments:

POS. for Payment > Settings > POS Ms to go POS, Ms for method payment up set POS Ms for method payment a enable to

configure to how know to carefully guide user the

Please first. backend in it configure to needs admin

out, check to POS Ms using Before

read

HowTo

SPECIFIC

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CASHDELIVERY

ON CASH IN CUSTOM1PAYMENT

ESPRESSO COKE MERLOT

IRN

AUTHORIZENET

STRIPE PAYPAL

EXPRESS ADYEN VANTIV

PAYMENTS

PAYMENT OPTIONS

MS OPTIONS POS

Page 5: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

How POS Web for method shipping a up set to To

choose below: as shown

be will page following the POS, for Shipping then Settings, > POS Ms

Sales> to go POS, MS for Methods Shipping up set

What

Defaultwhen

HowToCheckout. below: as page configuration the see will You

Guest Default > Settings > POS Ms to go you Checkout, Guest Default configure Checkout Guest Default configure to

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

Checkout Guest Default configure to how & customer default is

field. Method Payment the in Shipping Rate Flat option select Then, field. Payments Specific in it choose

have first you instance, for method shipping default the be to Rate Flat set to want you Pickup. Store is mode default the Method: Shipping Default

one. than more choose to Click + Shift preference. your as method shipping select field, Shipping Specific in Then

Specific choose only, methods shipping particular some apply to want you If Shipping Allowed All choose methods, shipping all apply to want you If

Shipping: Applicable••Shipping.Hold-IftoDefault .

How POS Ms of logo change to

-Mspx-Ms-Enableshipment-Sessioninactive-AllowAfter

work. your save to button Config Save on click finishing,

products out-of-stock temporarily for order create to No Yes/ Choose Backorder: time. of period a for

been has which user POS Ms in logged a for limit time expired An Timeout:

for Date Delivery of field the enable/disable to No Yes/ Choose Date: Delivery color the of code Enter Color: POS

png. & jpeg are files supported and 260*120 is size recommended that note Please here. logo your Upload logo: POS

Configuration. General > Settings > POS Ms to go POS, Ms of logo change To

Page 6: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

How staff POS Ms a add to To

Click page: following the to directed be will you then button Staff Add on user. POS Ms new add or file csv/xml to list user export also can

created. been have that users of list a see can you Staffs. POS Manage > POS Ms > Sales to go POS, Ms using user newadd HereYou

FillConfirmation,Instaff.Pleasesection:

the to go Please first. role a add to need you user, for role the select to that note

sale for report sales to access and role location, group, customer set can you field this field. Settings User to go you Then Address. Email Name, Display

Password Password, Name, User including user, the of information all in

users POS Ms of permissions access differentiate toHow

How users POS Ms of permissions access differentiate to account. user that of information edit can you Then page. Staff POS in link Edit the on click user, a edit To

To Managefile: csv/xml to list user role export can You shown.

be will page Role The Roles. > POS Ms > Sales to go user, POS Ms for permission different grant

To theList. Staff and Permission General, including tabs, three

are there Here page. Role New see will You corner. right top the in button Role Add on click role, new adda

role role the describes that text EnterDescription:

customers offer can user each that percent discount highest the limit (%): percent discountMaximum

easily it find to order in role the for name specific a Enter ame:Role N

In Whenthe change the save to button Edit Continue And Save or Save on click please editing, finishing .When change

save to button Edit Continue And Save or Save on click please editing, finishing system. POS Ms inpermission corresponding have will who users on tick tab, Permission

Connecting devices peripheral

HOW

USE TO

bluetooth) or wifi port, through matter (no iPad/laptop/PC

with connect that devices any printers:

& Authorize.Net (supports port USB through connected devices only swiper: box search POS Ms into information

fill & barcodes read can scanner the as long as - bluetooth) or wifi port,

through matter (no ipad/laptop/pc with connect that devices any readers:

printers. & swiper Card readers,

Barcode with connect can extension POS

ReceiptBarcode

usb

encodedCard

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usb

You‘

continue to password & account your fill to needs User appear. will form login

a Then, Checkout. POS > POS Ms > to going by backend POS Ms from

access to him guide or link checkout POS him send can you POS, Ms using in

permission specific with user creates you account his

manages & in logs user POS Ms a How checkout for POS

USE TO HOW of part the to move please now POS, Ms for settings finished have

Ms3.1.

After

Ms

Sales

in

Page 7: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

Ms ttings S eAccess FrontendPos

ToThen,

changeHowWhenIn

like

automaticallyadmin

In

noticesHowTocategory)Notes:Forkeeps Productproducts.barcode,Inattributes Usesearch prefer. you as categories corresponding the Choose categories. by products

quickly to link Categories All on click can you frontend, In categories:

barcode. and product categories, are which ways, 3 by products search can you frontend,

one. than more pick to Click + Shift Hold attribute. barcode choose by quickly search to want you If SKU. & Name are attributes default The

search to want you which by attributes Select Search: for Attribute(s)

problem. any without working continue can he so data previous all still POS Ms system, the restarts or browser his closes user the case in storage, data

data). all reload (to All Reload or

each reload (to Reload choose then Synchronization > Setting to go data, reload use: to

manually. data reload and delete can he discrepancy, any user the If back-end. the indata

with synced 100% not is data local user's a cases, some panel. in changes any having whencustomers...

products, about data new update will system the Then local. his to etc. calculations, tax customers, products, data load will extension the

screen, Checkout POS Ms to in log user a time first the use: to

manually local in data reloads deletes/ user POS Ms wants. he/she if password his/her

also can user Theinformation. his/her see can user the and tab Account on click

Account: > Setting to go should user the account, his manage

> ‘Portions’

UseTo

Enter ConnectScan

box

AddWithWith

shown button cart to Add on click Then, option. your choose to popup

a see will you clicking, after products, grouped bundle, configurable, cart to them add to click 1 need just you products, simple

cart: to products

list. the in shown be will product matching .The search

the in automatically filled be will attribute barcode the then and barcode devices reader barcode with POS Ms

away. right display will products matching and terms search your shown. be

will bar search a then icon, Search on click attributes, product by search attributes product

Page 8: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

EditAfterproduct-will RemoveToproduct.Cart one. at cart the in products all clear to icon

Empty on click can you Or immediately. updated be will cart the that, After corresponding the of button “x” on click one, by one cart in products remove

cart in products

away. right cart the in adjusted be products of number The +/-. on click or number wanted a enter just Qty., edit To

Qty. for option edit with display will popup A editing. needs that the on clicking by product each of quantity the edit can you cart, to products adding

cart in products

Cart Features A----

optionAfter

PleaseHowAfter

on You

In---Then,InJust

automatically button. Apply on click you after updated

be will cart The customers. your for offer to want you coupon available in fill tab: Promotion

button. Apply on click you after automatically updated be will cart the customers. your for offer you as value discount in Fill Amount: percentage or amount fixed by discount Select Type: Discount

again it check easily will you as discount this for name a Enter Name: tab: Discount

Promotion or Discount using between choose can link. Discount Add click

cart, whole the on discount or code coupon a apply to cart, to products adding discount cart a or code coupon a apply to

checkout next the for saved be not will product sale custom this that note

normally. as out check and button Cart to Add on click configuration, finishing this

on/off turning by not or shipped be will product the whether Choose Shippable: not. or tax sales to subject is product the whether Choose Goods: Taxable None/

product this of price the Enter Price: product custom of name the Enter Name:

product custom this configure to you for shown be will screen

HowWhat

whenproduct3.5.2.In cart. to product custom the add to want you if button Order Quick Custom on click frontend,

cart to item Custom add to How list.

the in it find cannot user POS Ms or system the to added been hasn’t product the used is It checkout. when creates user POS Ms that item the is itemQuick Order

for is it what & Order Quick custom is . Order Quick custom a add to

Page 9: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

Handle nformationI ustomerC

Tocorner. below: as screen a see will You

right the on icon Customer on clicking by customer add Checkout, Customer use

Customer

corner. SearchInorTheit,want CreateIfCreateFillShippingShippinginformation GuestWhenbeAtauto-filled information. default that with

be will fields all checkout, . used

will backend in configure you that customer default the Checkout, Guest use you Checkout

checkout. next the for customer the save to button Save on click to Remember not. or Address

to similar is Address Billing whether choose can You etc. Address, Billing & Group, Email, Name, Last Name, First as such customer the of information enough

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

customer new

change. to you information of pieces the edit just popup, the In customer. of name on click please edit To step. checkout in updated auto be will system the in customer of information

list. dropdown in results suggested from customer Choose address. phone email, name, his entering by customer the find quickly can you box, search the

customers:

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

:To

Checkout

CustomerManageinformationbycomplaints.telephone account. that for checkout to checkout to Use button on click then

or email name, by account customer for search can you list, Customer From add or address new add information, customer’s edit easily can staff Sales system. the stored is complaints and refund history, order customer, that on sales including

Customer POS. Ms 2 Magento of feature new a is information customer list

HowWhenIn

thatHow Click

will box. the into comment add can you so appear popup a Then Note. Order Add choose and corner right top the in icon Note the on comments add to

internally. used are order on comments The later. it check easily will you so it to comment add can you order, your about remember to situations, special some

comments add to need you order an to comments add to

Page 10: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

Print Invoice Email and

You

eviewR In theOrderIn

and

refunded) been has order (When BlackClosed: . system) the to synced been not has data order’s (When Red synced: Not , order the cancel you (When GrayCanceled:

invoice created order shipped not have but successfully order create you (When OrangePending: invoice) create OR order ship you (WhenProcessing:Blue

invoice) create AND order ship you (When GreenComplete: color by distinguished is order of status the list, order

status details. order and list order see can you Here tab. History Order choosing by orders review can you screen, POS

orders

. order an creating after right information order email or receipt print can

How

Yourmeanwhile?

stocks?new

continueAfter

OrdersTo

on-

customereffective anymore. not is it

if it Cancel may you or payment for action final take to willing is whenever Processing

Continue select may You recorded. is orders hold of List section. Orders On-hold select hold, on put been have that orders check

section. On-hold

into order the put to Hold choose can you cart, to products adding processing! to ready are they until - time in limit no - hold on

orders these put can featurePOS's Ms Then, you? don't customers, potential those lose to want don't You of out currently or pre-order

for are that items purchase to want may They payment a make to unable are or yet, minds their up make can't customers

processing further for hold on orders keep to

Page 11: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

How order an for invoice issue toThe created

Invoice. tab on click then History Order tab on details order’s find will you successfully, is order the After customer. for invoice issued haven’t you if complete be can’t order

Order Processing

Aclickemail not. or refund the about customers to

send to whether choose can You action. the complete to invoice Submit button on you Then invoiced. be to item of quantity the enter can you so appear will pop-up

HowHowTherewhenBeforeBeforeonAfterWhenHistoryPartialIfenable“MarkThenyouNote: HowCustomersyouTorefund.AReturn

HowMagentoyourbackend.Note:YouYouStaffOnOrderThestaffThestaff InhistoryLocationSimilarlocation,Thelocation,ThelocationPaymentThemethod,paymentThepaymentTheeach Invalue,Thecreated location. sale each in payment each by

sales and orders of number the displays location for method payment by Sales method. payment specific each or all by created order each of status and history

ID, including information order all view can you method, payment for list Order the

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

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

location. for method by Sales and method payment for list Order (Daily), method payment by Sales

payment by Sales including report of types different 4 has Report Payment of section Report

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

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

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

report staff. sale specific each or any by created order each of status and

value, ID, including information order all view can you staff, sale for list Order the

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

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

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

Report period. time custom any in report view can

file. CSV or XML Excel into report each export can Administration / backend At

below: image the on as report of types 10 display will There Magento on Report Sales/ tab choose you reports, view To performance. business

into deeper get you help which reports of types 10 you provides POS Ms 2 report sales run to

stock. your to back items those return to want you if stock to Tick refund. making before information the in fill can you that so display will popup

end. the in button Refund Submit on Click to required is that order the choose you screen, POS in tab Orders to go refund, issue

2. Magento of default points reward by refund enable can extension, POS Ms 2 Magento With cash. in or points either in refund get can

refund issue to

shipped. be can synced been have that orders Only product. each of shipped be to items of number the enter can

so appears then pop-up A Ship. choose and corner right the on icon the on click you History. Order in order that find you successfully, order placing After shipped”. as

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

shipment: order. that for shipment create and

Order to go can you shipped, been hasn’t but successfully created been has order order placing

below: as it turn by shipment create can you Order, Place clicking by created is order an

order placing order. reviewing

and order an placing before POS: Ms using shipment create to ways two are shipment create to

order an for refund issue or shipment create to

Page 12: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

Z-REPORT

Z-reportZ-reportThetransactions,

methods. payment by sales and sales of details with shift, working each of time closed – opened records Z-report

day. working a or shift a like time certain a in balance drawer cash the shows

HowInafterOpenToWheninformation--Then shift,

In buttonrecord

CloseWhen the

shift next the for drawer cash in left is cash of amount The Left:Cash manually counted is drawer cash in cash of amount The Counted:Cash

shift. Close button on click and shift open choose You shift. close to tab Shifts Register to go you ends, shift working your shift working

shift. your in change balance the will system The removed. added/ amount the box the in fill then Adjustment Make on click can you drawer, cash from cash add/remove to need you if shift, working the

management. shift this to recorded be will transactions all this close you until on now and opening is shift working new a Done, on click you

shift this for note Add Note: shift. previous the from drawer cash in left amount cash The amount: Float

shift: working new a open to in fill can you so appear will popup a corner, right top the on icon the on click you

Shifts. Register tab to go to need you shift, working new a open shift working

shift. working each Zreport with management shift working into deeper dives POS Ms 2, Magento for version

shift working manage to

Page 13: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

FULLY FEA DTURE

Set up your terminal/iPad Magento to Pos Ms 2 suit your business needs.

Sales Product Inventory ReportingShiftand more Much

Management

These have all been set up from the frontend , you should not need to edit these features any further. However, If you do want to amend any of these features, we recommend that you do so from the backoffice for better performance.

Page 14: Magespace...concept of product hierarchy and encourage you to think of your own product ... product lists with thumbnail images orders & pick out products quickly Initial Payment Setup

Magespace Contact [email protected] : us