3.8. Point of Sale

fmOrdersfmPointOfSalefmCustomerEdit

Point of Sale is the moment when a retail transaction is completed. You can find this option in the "Custom & Orders" section on the "Store" tab:

Point of Sale option

There are two methods to use "Point of sale" functionality: manual method and via a barcode scanner.

Manual method

Allows to search for the required products and attach them to an order, using corresponding buttons in the window. It consists of the following fields:

POS section updated

Area 1 - "Quick Add Product (F2) - allows you to add products to the order. Press the [Search] button and findthe required position in the drop-down list. Double click this product and you will get it in the table, as it is shown below. You may scan the code using bar-code scanner or input in search field product details (text, number etc.). You can also select the fields to search in and can check several or all of them:

Fields to search in updated

Field 2 - "Customer Info (F3)" - customer information field. It may be found in the right part of the window. Using the [Search] button from the customer list, you can select the required one or create a new customer in your system.

Add button

To do so select the corresponding button or press the hotkeys Ctrl+F3. You may edit the customer address, if required, press the [Edit customer addresses] button (1) or use the [F3] button on keyboard and then press the button near the address field:

Customer infor

Area 3 - "Delivery / Payment Method (F4)" - allows to specify information on delivery and payment methods. Additionally, a definite status should be assigned to an order. You can select an option from the available in the drop-down list.

In order to activate these section, press the [Edit] button before changing or indicating details:

Payment and delivery method

If you have a coupon code, it will be automatically added to a relevant field - the "Coupon code" field. You can also add a discount (a percentage value) or shipping amount (numeric value) manually to the created order.

These options are available in the area 4 - "Redeem a Discount Coupon (F5)":

Coupon section

Area 5 consists of the command panel buttons that facilitate and speed up the process of order design.

You can:

  • [Cash & Change (F9)] - calculate change for purchase quickly.
  • [Search Product (F10)] - set detailed product search.
  • [Create & Print (F12)] - create and print an invoice.
  • [Scanner Settings] - choose a barcode scanner handling.
Lower option in POS
  • Starting from Store Manager ver. 2.20.1 (Build:1303) you are able to keep working in POS section after order is created - hit the [Create & Stay (F7)] button for this:
Create and Stay in POS

The [Create and Print (F12)] button generates an invoice based on the certain order details:

Create and print option

It allows you to print it or save as а document in PDF format:

Invoice page

Note: Starting from the Store Manager for Prestashop version 2.37.0:1839 it enables to create the new order on the Invoice page without exiting the "Point of Sale" section (see the screenshot below):

Create new order in invoice

Barcode scanner

This functionality helps you to handle orders through POS in much more efficient and easy way.

All you need is to have a barcode scanner that can be easily connected via USB to your computer, and it will work as a device for data input. In order to set up scanner, you need to open "Preferences" and activate the "Barcode options" tab.

Barcode Scanner sector

The scanner is handled as a keyboard, by default. It will be enough to scan the product barcode and you will see full information about it and the customer, that have placed this order.

If you select the "Handle as barcode scanner" type in the “Barcode Options” tab, choose the necessary device and scanner will perform definite operations, depending on the section of Store Manager you are currently viewing. If you scan the barcode of the product, using a scanner, this product will be automatically added to the order product list and you do not have to find or to add the necessary product manually.

Order creation has become much faster and easier with a barcode scanner. It is enough to make a few clicks of the mouse to do necessary modifications via Prestashop Point of Sale option.

Receipt Printing

Starting from the last program's update (ver. 2.40.0 Build:1883) there is a possibility to print a receipt for the purchase.

You need to set the condition for printing directly in the "Preferences" section of Store Manager:

Receipt options

Select the "Print receipt" checkbox and choose the printer device from a drop-down list:

Print receipt list

It should be installed and visible in the system of your computer. Make sure the printer is connected with the computer and has the appropriate driver installed.

This receipt has two sizes of printing (in millimeters). You can choose the desired format from the drop-down list and press [OK] to save the settings.

Receipt format

By creating an order via "Point of Sale" sector of Store Manager, you are able to print the receipt for the particular order once the configuration details are set. Activate the "Setting Receipt" form by pressing the next option:

Receipt options in POS

After pressing the [Create and Print] button in POS lower options’ area the receipt will be automatically printed.

Print Receipt

To preview the receipt of the order, select an order from the "Orders" list of Store Manager and click the button in the top toolbar:

Receipt in top toolbar

Please, check this article for more detailed information on Point of Sale functionality :

How to Create Order via One-Page Wizard of POS