Quick Guide for Cashier

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.

Log in to POS

Log in with your username and password to start selling.

POS using separate user management with Magento, If you never create a use, please follow How to manage POS Staff User to create a new one.

Create orders

Follow these 6 steps to check out on POS:

Step 1. Add product

Search and select the product to cart and the quantity.

Add product to cart on POS

Step 2: Add customer

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

Step 3: Proceed to payment

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

 

Step 4: Apply discount

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

Step 5: Take payment

Use one of the following options to take payment:

  • Cash

  • Offline credit card

  • Custom payment

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

Step 6: Complete the order

After payment, complete the order and print the receipt. 

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

 

If a customer doesn’t want to make a purchase yet, you can Hold their order and check out later. 

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 adjustments and review totals

  4. Select payment to refund

  5. Complete refund and notify customers