Create POS order
Introduction to EasyStore POS
Enable Point of Sale channel
Steps on how to create POS order
Schedule shipping or cross-outlet pickup for POS order
Introduction to EasyStore POS
By creating an order with EasyStore Point of Sales system, you can apply discount or vouchers to the order too.
EasyStore POS help you to track orders and inventory across your retail location, and any other online sales channels by sync with EasyStore’s admin panel. You can create and manage all orders via EasyStore app.
Enable Point of Sale channel
Login to EasyStore admin panel > channels > Point of Sale > Enable
Once Enable, you can click "View Point of Sale"
How to create a POS order
Step 1: Add product to Cart
Search the product name on the search bar > click on the product to add it into the cart
OR
Scan product barcode using the barcode scanner > the product added to cart automatically
｜ 💡 Add custom items
If your walk-in customer wan to order any customised item, you can add custom items into the POS system cart and checkout too.
Step 2: Manage cart
After added item to cart, click cart button at bottom to manage and review cart details
2.1 Add discount to item
Tap on the product that wanna add discount > add discount
📌This discount will only apply to the selected item
2.2 Add discount to order
Tap on the Add discount button at bottom of cart to add discount to order. Or, add discount to order via the More actions button
📌 This discount will apply to order subtotal
Step 3: Add customer
Tap on Add customer button in adding customer to the cart
3.1 Add new customer
Collect any one of the following field to add new customer
Phone number of the customer
Email address of the customer
💡Tick Send invitation SMS / Email option to customer for their account activation
3.2 Add existing customer
In search bar, enter customer email/name/phone number to search existing customer
Or, add existing customer by scanning customer membership ID. Membership ID can be found in Shopping app > under profile
3.3 Detailed customer overview in cart page
Access to customer overview section by tap on customer’s name
Based on the overview, you are ready to understand more on your customer’s preference and purchasing behaviour to upsell them by getting to know:
- Membership tier (Progress bar showing how much spending left to upgrade next tier)
- Online in-cart items (Item that customer added to cart in online website)
- Points Earned (Points that customer has earned in the account)
- Credit Earned (Credit that customer has earned in the account)
- Order History (The past orders that customer has purchased with you)
- Bought items (Items that customer has purchased before)
Step 4: Apply points, credits and voucher
A details of any points, credits and voucher that customer has earned and reply can be found at the bottom section of cart page
4.1 Apply points or credit
Tap on the Points button to apply points
💡Adjust and customize the amount of point applied by click on the amount from point applied button
4.2 Apply credit
Tap on the Credit button to apply credit. Or, apply the credit via the More actions button
💡Adjust and customize the amount of credit applied by click on the Credit applied button
4.3 Apply voucher
Tap on the Voucher button to check vouchers that customer has redeemed in their account.Or, apply the voucher via the More actions button
Search or tap on the voucher to apply in the cart
**Send voucher to assign voucher to customer account**
Voucher sending option is available under customer’s profile overview (Refer Step 4.3 to access customer overview section).
Once the voucher has been sent to customer, the voucher will appear in the voucher list and can be applied in the cart
Step 5: More actions to modify the cart
Besides from adding item to cart and adding customer, you can click “more action” button to further modify and manage the cart too
View from ipad / tablet / desktop
View from mobile phone
The action available to modify the cart:
Save current cart
Remove customer
Invite checkout
Add tax
Add discount
Add voucher
Use point
Use credit
Cart item custom unit price
5.1 Save current cart
You can temporary save current cart and serve next customer. Saved cart can be viewed under More actions button.
5.2 Invite checkout
With invite checkout, you can invite customer that placed order in POS system to checkout online.
Method to invite customer checkout online:
QR code (Customer can scan QR code to checkout online)
Email (Sending checkout link to customer's email)
SMS (Sending checkout link via SMS)
WhatsApp (Sending checkout link via WhatsApp)
Line (Sending checkout link via Line)
Others (Copy the checkout link)
Note: The SMS method will not be available for customers with Malaysian phone numbers due to a recent government policy restricting the inclusion of URLs in SMS messages.
5.3 Cart item custom unit price
You may now customise cart item unit price in the POS.
Step 1: Click on the item at the cart page
Step 2: Click on the "unit price"
Step 3: Adjust the price accordingly at "Override unit price" & click "done"
Step 4: You will be able to see the "Final price" & click "done"
Step 6: Proceed to checkout
Select payment method > Fill in amount received > Print Receipt (Optional) > Add on customer remark(optional) > Mark as paid
Schedule shipping or cross-outlet pickup
If you're using POS system to create orders, customers generally pay and pick up the goods on the spot. But what if there's a situation where customers want to pay first, then pick up the goods in other location or need to deliver to the designated place, this is how you do:
Step 1: Go to POS System
a) Login to EasyStore admin panel > Home > click on top of the "Point of Sale"
or
b) Login to EasyStore admin panel > Channels > choose Point of Sale
Step 2: Add new order
Add product into cart and also add existing customer/ new customer & click more actions
If the customer wish to deliver to the designated place, you can choose "Schedule Shipping" ; if they wish to pick up at other location, you can choose "Schedule Pickup".
Choosing "Schedule Shipping" meaning to arrange shipment
3.1 If system have customer's shipping address, it will automatically show at here and you can choose.
If your customer wanted to ship to another address, you can choose "New address". Then fill in the details.
3.2 The POS system will display the main store address and the currently selected store and let you choose which store you want to ship from.
3.3 For Shipping rate, you can choose those shipping method that you've pre-set at EasyStore.
3.4 or you can choose "Custom rate" to create your own shipping rate
Choosing "Schedule Pickup" meaning to arrange a pickup at another location service.
4.1 Fill in the Receiver information and Pickup time
Once you choose the pickup location, it will show this order will be pickup at which location. You can add discount, voucher, point or apply credit before checkout. If there's no discount needed, you may proceed to "Checkout".
Choose payment method
When you check the orders from admin panel, you will see the order is "Paid" and "Unfufilled". Then it can be fulfil later for door-step delivery or store pick-up orders.
Updated on: 04/12/2024
Thank you!