uite 401, CFM building, 23 Lang Ha, Hanoi, Vietnam POS ios V1.4 USER GUID E 2015 SmartOSC and X-POS for ios

Transcription

1 uite 401, CFM building, 23 Lang Ha, Hanoi, Vietnam info@smartosc.com -POS ios V1.4 USER GUID E 2015 SmartOSC and X-POS for ios

2 Table of Contents About X-POS for ios... 3 Main features, Changelog... 3 Installation... 4 Setup Magento...5 Start using App... 6 Enter API information... 6 Login with user... 7 Create an order... 7 Browse and add item... 8 Search item... 9 Scan item Edit item Edit order Save order Delete order Customer Add Existing customer Checkout Select Payment method Add Promotion or Voucher code Place order Refund order Configure POS app Set Synchronization Set Payment methods Road map Further information... 22

3 INTEGRATED SOLUTIONS:

4 About X-POS for ios The X-POS package is developed by SmartOSC for any business operating a Magento web shop and a physical store at the same time. The X-POS for ios app makes your Magento store possible to use as a Point-of-sale on your ipad. The X-POS integrates with several external point-of-sale peripherals: Barcode scanners for ipad Receipt printers for ipad Card swipers (PayPal Here + izettle) Cash Drawers compatible with Receipt printers We recommend the following external devices for the smoothest operation: Socket Mobile Bluetooth barcode scanner (SocketScan ) PayPal Here credit card swiper TSP 100 LAN Receipt printer Main features Synchronize products, customers and orders between Magento and ipad The markets fastest POS for creating an order Swipe function for credit card with PayPal Here Search and Scan products Browse per category Edit Price and Discounts for Products Edit Tax and Discount per Order Configure Till and Cashiers Version 1.4 Changelog (10 th April 2015) Display loading data progress Update Cashier data in Log in screen Be able to change POS logo Be able to change customer s Add App Information screen Improve UI, UX Error Message has been more details Many bugs fixed: Stripe issues, Paging Data

5 Userguide Installation The App can be freely downloaded from the Apple App store. The API and configuration for Magento can be acquired from our website You will need a Magento Web store to run this App. The Magento store will store the product, customer and order data. Prerequisites for Installing and Upgrading Server has Apache/PHP 5.2.x/MySQL installed. Magento Community version 1.7.x or above already installed (assume the installation path is [magento_root]), or Magento Enterprise 1.11 or above. All types of cache are disabled Check that Compilation is disabled by going to System > Tools > Compilation Disable JS and CSS merging by going to System > Configurations > ADVANCED > Developer > JavaScript Settings and CSS Settings X-Payment module is installed From version 3.4 of X-POS web and 1.4 of X-POS ipad App Connector, X-Payment is a required module which should be installed before installing X-POS web or ipad App Connector. To check if X-Payment is installed or not, in Magento Admin, please refer to System > Configuration > ADVANCED > Advanced > Disable Modules Output and see if there is a module named SM_XPayment or not. Please see Installation Procedure below for installing X-Payment Module. If you have both X-POS web and X-POS ipad app on one Magento site, you just need install X-Payment once. Install from fresh A. Magento Connect installation Use the following steps for installing the extension through Magento Admin: 1. Unzip the downloaded file you received upon purchasing the extension locate to the folder downloaded. 2. Log into Magento Admin

6 3. Go to System > Magento Connect > Magento Connect Manager 4. Login 5. If you already have X-Payment installed, proceed to step 8. If not, proceed to step 6 6. On tab Extensions select Direct package file upload and browse for the XPAYMENTversion_date.tgz file 7. Click Upload button. Then installing X-Payment module should be successful. 8. On tab Extensions select Direct package file upload and browse for the XPOSConnectorversion_date.tgz file 9. Click Upload button to install X-POS ipad App Connector The extension will install and cache will be flushed, and you can now configure the extension. B. Manual FTP/SSH installation 1. Unzip the zipped package file, and you will find inside XPAYMENT-version_date.tgz and XPOSConnector-version_date.tgz 2. Unzip these.tgz files, and you will see the following folder structure: 3. Upload the sub-folder in XPAYMENT-version_date folder to install X-Payment module 4. Then upload the three folders in XPOSConnector-version_date including the files to your server. Maintain keep the same level with your Magento root folder. Upgrade from previous version Preparation: Make backup of site, database and disable cache in site Make sure X-Payment is installed, if not, please see instructions for installation above Use the manual package, copy and paste the sub folders to the same ones in your web folder and confirm to overwrite existing files of X -POS Setup Magento Before running the App for the first time, you will need to take the following steps: Install the X-POS through Magento Connect in your website (follow Installation instructions provided with X-POS) Configure Tills and Users in X-POS configuration (it is necessary with at least one Admin user to configure the App correctly) Set the XPOS API Key in the configuration page of X-POS, and note down the key

7 A till would usually be tied to a cash drawer. But they could also be used to differentiate between stores, or between different events. The Magento POS reports contain till info. Start using App Click the icon for the App on your ipad Enter API information When opened for the first time, the App will display the above screen. 1. Input the URL of your website 2. Input the API token key you set in Magento configuration. 3. Click Add Store

8 If you already used the App with the demo or another site, you will need to configure the URL for your new site and the API token key in the settings of the App. Login with user After entering your API information, you will see above screen for entering user information: 1. Input username and password 2. Click Login The App will start loading all products and customers, and you will be taken to the POS GUI: If this is the first time you load the store, it will take a little while before all products are loaded for fast handling. Create an order The POS GUI in ios will in the left side of the screen display all products or categories, while in the right side there will be an item list, which will show all products added to an order.

9 The top pane contains actions for accessing different functions. While the bottom part of the right side contain the button to go to checkout. Browse and add item In the left pane you can default see list of all products. You can swipe to see more product pages. You can switch to see Categories instead of products on the top right icon All categories. And you can in that way navigate by the category structure of your site. When in category view, you can switch back to product view by clicking on All products icon appearing at the same position.

10 When you find the product you wish to add, you click on the item, and it will be added to the order. Configurable products are displayed with a little blue triangle in the left corner, when you click a configurable product a selection popup for selection configuration will display. Search item Click into field in top pane with search icon. The in-board keyboard of the ios will appear. When you start typing the app will display all products that match the current string you have entered into search field in the left browse pane. Similar to browse mode, you just click on an item to add the item to the order.

11 Scan item There are two ways to use scanning devices for the POS App, you can either use a scanner that emulates a keyboard (HDI mode), or use the Socket Mobile in ios setup (SDK mode). The latter is recommended for the fastest checkout flow. Keyboard HDI mode In HDI mode you can use any scanner that connects to your ios device. To scan for products, you will have to do as follows: 1. Click into Search field 2. Scan item 3. Select item from browse window to add to order Some devices for example the Socket Mobile scanner supports that you can open/close the onboard keyboard for the ios on demand. This will be beneficial when you would like to switch between normal searches and scan search. Socket Mobile scanner When the Socket Mobile is paired with your App, it will check the SKU field for matching results for scanned barcodes. If there is a match, it will be added automatically to the order. Note, that the barcode values need to be updated correctly in Magento before scanning items will work, and it will take a reload of products to get any updates into the App. Edit item

12 1. Click on item from item list 2. Pane will display where you can take the following actions: Change Quantity (if set to zero (0) the item will automatically be removed from order) Change Price Give Product Discount by either Percent or Amount (cannot be below product price) Remove item from order Edit order 1. Click the Subtotal field for the order summary in the right pane. 2. Order popup will appear where you can edit the following: Set discount for whole order in Percent or in Amount Change or enable/disable tax Add custom tax Save order Click the icon in top pane symbolizing a shopping basket with items being put into it The icon will have a number hovering above it. This number indicate the number of currently saved orders. If no order is in progress, clicking the Save order button will bring you to the overview of Orders on Hold (a.k.a. Saved orders). Delete order Click the icon in right up-hand corner symbolizing a bin The order will be cleared, and a new order can be started immediately

13 Customer The customers used in the X-POS app are the exact same customers created in your Magento site. You can search and select existing customers or add a new customer if needed. Add Existing customer 1. Click the Add Customer button above the Order list 2. A popup will appear where you can select and/or search for customers When a customer has been added, the customer name will be displayed above item list Create New Customer In the popup select Create New Customer. A popup will appear where you can fill out name, address, phone, etc, for the new customer. Mandatory information is names and . Remaining fields will be filled out with dummy data.

14 When you click Save, the customer data will be updated to the Magento backend, and it can be used and searched in the X-POS App. Checkout To go to checkout you click the bottom right corner bottom named Checkout. It will bring you to the checkout page.

15 Select Payment method On the checkout page you can select between activated Payment methods: Credit card select this method if you use a credit card terminal. Cash you can here set amount paid, and the system will calculate change Paypal Here if you wish to use PayPal Here you need to have the PayPal Here app installed, configured and running on your ipad. The POS will then switch to PayPal Here app when creating the payment, and will switch back to POS App once the payment is done. Stripe you need to add your Keys from Stripe in Magento backend in X-POS configuration for the ipad. izettle runs together with a Pin & Chip device that can handle card transactions. Add Promotion or Voucher code To be able to add a promotion or voucher code, you need to have selected a customer for the order. In that case two new buttons will appear in the checkout.

16 The promotion button will make a connection to the Magento site, and check if the current order is eligible for any promotions. If any promotions fit the order, you will be asked if you wish to apply this promotion. When using the Voucher button you can input a voucher code to add a discount; the voucher code used needs to exist and fulfill criteria in Magento to work. There can only be one promotion, discount or voucher attached to an order at a time. It is not possible to both give a discount and add a voucher or promotion. The latest added discount/promotion/voucher will be used. Place order When you have selected the payment, you can click the Place Order, and the payment will be placed. You will see the below screen, where you can take the following actions: Send you can input any and send a copy of the receipt. Note, that if the order is created for an already existing customer, the customers address will display field Print receipt this will open print dialogue for you to print to any printer attached to ipad device New order this will bring you back to POS Browse screen

17 Refund order The App will automatically save all orders created on the ipad in the order list. The order list is available through the leftside menu bar. In the order list, you can toggle Search Online next to search box, and you will be able to search in all orders available in Magento.

18 For any orders that you find, it is possible a copy of the invoice to client and to refund the order. When you click the Refund Order point, a popup will appear. In this popup you need to select which items should be refunded, and you can set a refund fee if any.

19 When the order gets refunded, it will print a receipt, and the refund will be tracked in Magento backend.

20 Configure POS app Configuration and overview features are reachable through the sidebar menu To reach the settings screen: 1. Go to sidebar menu 2. Click Setting In the settings screen it is possible to adjust synchronization, display page, payment methods, and set the till for the POS. Synchronization Synchronization lets you provide new API URL and new API token key, and you can also set how often the data from the Magento backend should be synchronized. It is always possible to request a manual sync on request from the sidebar menu. Payment methods

21 For the payment methods you can disable any of the three payment methods note that at least one payment method needs to be active. You can furthermore set a payment method as default, this will make this payment method selected when you enter the checkout screen, and can help speed up the Point-of-sale situation. Stripe Stripe is supported in the US, several European countries and in Australia. It lets you create a merchant account within minutes and set it up with your bank account. When you have created an account at Stripe.com, you will be able to add your keys in the configuration page in Magento for the installed connector. In the App, no configuration is necessary. izettle izettle is mainly concentrated in Europe and also Brazil and Argentina in South America. They are supporting a Chip & Pin reader device, that makes your payment a snap to take. Create an account at izettle, and then enter the information in the App in the configuration page. PayPal Here The PayPal Here is supported in UK, US, Hong Kong and Australia. It supports a Chip & Pin reader which follows PCI compliancy. The account is setup via

22 Road map The following features are issues that are currently being researched and which we intend to implement. The next major release will be in Summer 2015: Select type of data to sync Better handling tax Note that changes in priorities and incoming customer requests may alter the roadmap, and we therefore advise you not to make business decisions based on the planned features.

23 Further information If you have any other question, feel free to contact us at or visit our web site xpos.smartosc.com for information on our other extensions and services. You can create tickets through our ticket system here: support.smartosc.com.