Magestore POS gives cashiers the tools and information to check out quickly. This guide walks you through your basic sales operations, from opening shift to making sales throughout the day. For more detailed instructions, check the linked articles.

On this page

1 How to access POS Frontend URL
2 Login to POS
3 Open session
4 Create orders
5 Fulfill orders
6 Email to customers
7 Cancel orders
8 Refund orders
9 Close session
10 X - Report
11 Z - Report
12 Logout from POS

How to access POS Frontend URL

To log in to POS, find the store key or POS URL first.

After the Magestore POS app is installed into your store, it will get the store key generated by Shopify, and also create a POS URL. You can find it on the POS Settings page.

Go to Magestore POS app → Settings → General Configuration → Store key or POS URL

Or you can right the way Go to POS from the Access POS page.

Go to Magestore POS app → Access POS → Go to POS

Once you access POS from Go to POS or POS URL, the store key will be automatically filled in.

If you access a general URL of Magestore POS, remember to fill in your store key.

Login to POS

Log in with your username and password to start selling.

Open session

To begin a new shift, open a session.

Create orders

Follow these 8 steps to check out on POS:

Step 1. Open cart

First of all, create a cart to add products and customers as well as to checkout. Magestore POS allows you to create multiple carts and save temporarily the information of each one.

With an unnecessary cart (having no items), you can still delete this cart from the cart list for better management.

Once you logout or log in a different site, those carts will be removed. So remember to checkout all of them right in your working shift!

Step 2. Add product

Search and select the product to the cart and the quantity.

2.1. Custom sales

You can still create a custom product when checkout with customized price, quantity, etc. The custom product can only be applied to this cart.

Remember, you need to enable this permission (Add custom sales) from Shopify Admin - Magestore POS app to use this feature!

2.2. Custom discount (products)

If the Role of your staff account is allowed to use custom discounts (configured in Shopify Admin) you can add custom discounts for the cart items, by percentage or a fixed amount.

If the product has an automatic discount, you will be asked to choose either custom discount or automatic discount.

Step 3: Add the customer

Select a customer for the order. You can use guest checkout, choose an existing customer, or create a new one.

Step 4: Proceed to payment

Once you’ve added products and customers, select the Amount button to proceed to payment.

You cannot edit the shopping cart or customer after this step.

Step 5: Apply discount

You can apply discount to the whole order with a coupon code, by an amount, or percentage.

Apply discount to the whole order on POS

5.1. (Product) Custom discount vs. Coupon code

In case you have chosen to apply a custom discount from step 2.2, you can still apply a coupon code for this item in this step.

You will be asked to select either a custom discount or coupon code.

5.2. (Order) Coupon code vs. Custom discount

We provide you with several discount options to apply for the cart. With an order discount, you can still apply a custom discount (by percentage or fixed amount) after applying a coupon code for the cart.

Once you apply a custom discount (% or fixed amount), all coupon, automatic discount of order as well as the custom price of products will be removed. That means you can only apply this order custom discount with automatic product discount and automatic shipping discount (if has).

Step 6: Charge taxes

You can charge taxes for the orders based on the taxes configured in Shopify Admin.

Step 7: Take payment

Use one of the following options to take payment:

Cash
Online payment gateway
Offline credit card
Credit card via terminal such as Stripe Verifone P400
Store credit
Zippay
Custom payment

You can use multiple payment methods for one order and accept partial payment.

One advantage of Magestore POS is that it allows you to take payment for most currencies in the world. For the one not supported by Shopify (for example: Kuwaiti Dinar - KWD), you need to set up your store in Kuwait location first, or just add a new market for Kuwait to enable this currency.

Besides, you can enable the Ship all items button or not to make fulfillment right after the order is placed. This also works for items that are not tracked inventory!

In case the quantity of cart items is more than the available quantity of this location, you will receive a reminder for whether to ship all items or not: