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

Open

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

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

Open

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

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.

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.

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.

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. 

Step 5: Apply discount

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

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.

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.

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:

Step 8: Complete the order

After payment, complete the order and print receipt. Information that is displayed in receipt includes:

• Store details

• Order details (ID, Cashier, Customer)

• Order items (Name, Qty, Price, Discount, Subtotal)

• Order sales (Subtotal, Order Discount, Shipping fee, Tax)

• Payment details (Methods, Change, Due)

You can also use the Reorder button to duplicate an existing order quickly.

Fulfill orders

In case an order is unfulfilled or partially fulfilled, you can fulfill that order:

1. Find the order and start the fulfillment

2. Select items to fulfill

3. Click on Fulfill to complete the fulfillment

4. Notify customers

Email to customers

If the order hasn’t been paid fully yet, you can send an email to the customer owning this order:

1. Find the order and click on Email

2. Fill in To field (if Guest orders) as well as Subject and Message (if has)

3. Complete Send

Then, the customer will be notified to complete payment for this order.

Cancel orders

If the order hasn’t been shipped fully yet, you can cancel the order and restock items:

1. Find the unfulfilled or partially fulfilled order

2. Fill in Reason to cancel order and click on Restock Item or not

3. Complete Cancel order and notify customer

Refund orders

In case you need to refund an order:

1. Find the order and start the refund

2. Select items to refund

3. Make adjustment and review totals

4. Select payment to refund

5. Complete refund and notify customers

Close session

At the end of your shift or business day, end your session: 

1. Set closing balance

2. Validate session

3. Close session and review

X - Report

During the session, you can export the X - Report with actions from Opening this session till that moment:

1. Access the Session Management page and the current session

2. Click on X - Report

3. Export or Save this X - Report to your browser

Z - Report

In contrast with X - Report, Z - Report is only exported after you close the session:

1. Close session and validate

2. Click on Z - Report button

3. Export or save the report to your browser

Besides, you can Change password of your account right on POS:

1. Go to Settings page

2. Fill in New Password, Password Confirmation, and Current password

3. Save the action

Logout from POS

After the working shift (session), you can log out from your current account

1. Open the POS Menu and click on Logout

2. Complete Logout