How to log in to POS on your phone
After opening the link for the Android mobile POS, click to download: click here.
Apple searches for and downloads Posify Retail directly from the Apple store.
After installing the software, open it
enter the store's [Activation Name] and [Activation Code] (the activation code is included in the email of the successful store registration)click [Activate] to activate the store's mobile POS.
Enter the user account numberclick the [>].
Enter the user password.
If the password contains non-numeric characters, click the button below the number 0 to switch to the general input.
Enter the password in the input boxclick [>] to complete the login, and enter the POS backend.
POS basic setup
Open the POStap the three horizontal in the upper left cornerclick Settings.
Click Shop.
After clicking to switch to the current store, click the lock switch above to lock the current POS location to avoid misoperation.
After locking, you need to unlock to change the location.
Permission is required to lock or unlock, such as an administrator, a general store manager, or a user who has this permission when set to customize the permission, and other users do not have this permission and cannot perform the lock or unlock operation.
Open Settingsclick Print.
Click "Add Printer" in the upper right corner.
Select your printer modelenter the correct parameter settings.
IP address: Check in the printer settings, some printers will print the IP address when the power is on.
Port: Displayed when plugged in.
Set Department: Refers to the purpose of the printer and what documents are used to print.
After setting the settingsclick [Save] in the upper right corner to save the printer settings. You can click [Print Test Page] at the bottom to test whether the printer can print documents properly.
Place an order on the mobile POS side
Back to the POS homepage, you can see the categories displayed at the top of the product list, click on different categories to see only the products of a certain category.
Alternatively, you can click on the search icon above to search.
Enter the product name, product number and other information in the input box and press enter to search for the relevant product.
Search for the product you wantclick Add to cart.
If it is a general item, you can directly click Add to cart. Click on an item in your shopping cart to open the product details.
If it is a product that contains an option, you will need to select the option (the color in the image below) and the number of items before you can add it to your cart.
Pre-order: Refers to the number of pre-order items that have been pre-ordered at this time.
Surplus: Refers to the inventory of the product. If there is a product with multiple options, and the product option of the product is a single SKU inventory, the inventory of the product option is displayed after the corresponding product option is selected.
Pending Shipments: The number of units that are waiting to be shipped.
Query: As shown in the figure below, you can query the inventory of the product in other locations/stores after clicking.
If you have set different SKU images for different product options, you can see the corresponding SKU images in the Toggle Different Product Attributes option.
Click [Current Order] at the bottom of the product list screen on the POS homepage, enter the shopping cartclick [Membership].
Search for a member by entering the member's name, phone number, or number in the input boxclick Select Member.
Or click the scan icon in the upper right corner to scan the membership QR code and select membership.
If the customer does not have a membership, you can also click [+] to create a new membership for the customer.
After the creation is completed, you can search through the input box or scan the QR code to open the member information you want to use. Click [Use] in the upper right corner to make purchases with this membership.
Click [Current Order] below to see the items included in the current shopping cart. Click on an item in your shopping cart to open the product details.
Click [Price] or [Discount] to change or discount the price of the item in the order individually.
Click [Price] to enter the new price of the product, and you can change the price.
For example, if the current original price of the item is $100, you can enter $95 (lower than the original price) or $105 (higher than the original price).
Click "Confirm" in the upper right corner.
Click "Discount" to enter a discount for the product. You can directly reduce the price or set a percentage discount.
For example, if you enter "10", click [$] to reduce the price by $10, and click [%] to reduce the fee by 10%, which is a 10% discount.
Click "Confirm" in the upper right corner.
If you set a discount, the selling price will change accordingly.
Click [Save] in the upper right corner to complete the price change/discount setting.
Click "Staging" to temporarily store the current order in the "Service List", and you can find the staging order in the service list based on the order number.
Click Service List in the lower right corner, and then click the previously held order (the order number in this example is "#728") to continue processing the order.
Click [Current Order] below, you can see the current order number, order details, and the total amount of the order (excluding membership discounts and promotions).
There is a row of buttons below:
Return: Returns the list of products.
Empty: Empty the cart.
Staging: Temporarily saves the current order to the Service List, and then you can recall it again in the Service List.
Invoice: View the invoice for the current order, which can be printed.
Membership: Select a member to use the membership feature.
Checkout: Checkout for the current order.
Click "Checkout" to enter the checkout page, and the system will automatically calculate the price after using the promotion, and if you select a membership and the membership has a membership discount, the system will automatically use the membership discount.
Click to select [Pick-up method].
There are three ways to pick up your order: dropshipping, pickup, and delivery.
Direct sales: on-site shopping, customers pick up the goods directly after payment. The pick-up method defaults to direct sales.
Self-pickup: The customer sets a time and store (pre-sold items or out-of-stock items can be picked up in this way) and picks up the goods by themselves.
Customer information: The customer's information can be quickly searched according to the customer's information when it is convenient for self-pickup, and at least the surname and mobile phone number must be filled in. If you select Membership, your name, phone number, and other information will be automatically filled in.
Self-pickup address: that is, the location/store where the goods are picked, and the location/store where the goods are picked up can be different from the location/store where the order is paid.
The self-pickup Beijing time is the date of pick-up, which can be specific to a specific time period, such as "9:00-10:00".
Delivery: The customer leaves contact information, determines the delivery method and date and time, and the merchant delivers the goods to the designated address on time. The shipping address can be based on the merchant's situation.
Shipping address: The location/store address of the shipment.
Billing information: the customer's delivery address, if you choose membership, you can set the address you fill in as the default address, and the default address will be this address for subsequent delivery.
Shipping Method: Preset shipping method in CMS.
Go back to the checkout page, click "Payment Method", and select a payment method according to the customer's request.
Click Select a payment method, and if you select a single payment method, click "Confirm & Pay" to make the payment.
If you want to use a combination of multiple payment methods, click "Separate" in the upper right corner and click on the payment method you want to use one by one to light it up, and then the selected payment method and its input box will appear at the bottom of the light, and you will need to enter the amount to be paid by the payment method in the input box.
For example, if the order amount is 101, the customer pays $1 in cash, and Visa pays $100, then this can be set as shown in the following figure.
After the settings are complete, click "Confirm and pay" to complete the payment.
Pickup and delivery
After the payment for the pickup order is completed, you can see a red number on the flower basket icon in the upper right corner on the POS of the pickup location/store, which represents the number of pickup orders currently waiting to be picked.
Click on the Flower Basket iconenter the pickup page, and search for the customer's pickup order by entering the order number, customer name or phone number in the input box.
Click to open the pick-up order, the default is to take out all the goods, but you can also adjust it yourself, check the goods you want to pick up, and the quantity to take out. The remaining goods that have not been picked up can be taken out again next time, and the goods can be picked up multiple times until all the goods have been removed.
Click [Confirm] to take out the item.
Once all the goods in the order have been removed, the order can be fulfilled.
If the pick-up method is delivery, at least the surname, mobile phone number, delivery method and address need to be filled, and the merchant can choose a different shipping address according to the situation, and can also leave the customer's email address for easy contact, as well as fill in additional notes.
Once the purchase is complete, click on the three bars in the upper left cornerclick on Transaction History.
Find the order you just wanted, press and hold it to the leftclick [Delivery Order] to create a delivery order.
Return to the POS homepageclick [Inventory]click [Warehouse].
Find the outbound order corresponding to the orderclick the arrow on the right to open the outbound order details.
Click [Confirm] to complete the exit.
Go back to the home pageclick on the three horizontal in the upper left cornerclick on the transaction history, find the order just now, and you can see that the status is Delivery.
When the goods are delivered, press and hold the order to the left click [Delivered] to complete the order process.
Or go back to the home pageclick on the three horizontal lines in the upper left cornerclick on the delivery note record.
When you click "Delivered", you can see that the order status is Completed.
How to view the report
Click the three horizontal lines in the upper left cornerclick Reports.
You can view the daily closing report, inventory report, inventory count report, and sales report.
Cancel the order
Click on the three horizontal lines in the upper left cornerclick on Transaction history.
You can search for the order that needs to be cancelled by entering the order number or mobile phone number in the input field.
Swipe left by holding the order you want to cancel, and then click "Cancel Out".
Enter the cancellation remarks, and then click "Confirm".
After the cancellation is successful, the status of the order is displayed as Cancelled.
Reopen the order
If you need to cancel the order and reopen it due to some part of the order being opened incorrectly, you can do the following.
Click on the three horizontal lines in the upper left cornerclick on Transaction history.
Hold down the order you want to reopen, swipe left, and then click "Void".
After logging out, press and hold the order again and continue swiping left, and then click [Reopen].
After re-opening the order, it will return to the checkout page, the order will be reopened, and the product, product quantity, and membership status will be the same as the previous order, and the merchant can modify the order and place a new order on this basis.
Other
In addition to a lump sum payment, merchants can also provide customers with a deposit-balance payment method.
On the screen to select a payment method, click "Deposit" in the upper left cornerselect a payment methodenter the amount of the deposit receivedclick "Confirm and Pay" to pay the deposit.
Since direct sales are paid off at one time, and the deposit-balance mode is paid in two installments, the premise of wanting to choose the deposit-balance payment model is that the delivery method is self-pickup or delivery, and if the pick-up method is direct sales, the deposit cannot be selected.
If the pick-up method is self-pickup, the customer can pay the balance when picking up the goods, and the payment method of the balance payment can also be selected.
If the pick-up method is delivery, the order will be processed in the same way as the order above. After receiving the balance payment, click on the CMS - Sales Overview - All to find the payment status of the orderclick on the small pen to the right of part of the paymentmodify the status to Received.
Sometimes a product is out of stock in a local store or warehouse, but the customer wants to buy it, so you can choose to make a reservation, that is, to ship or transfer the product from another store or warehouse that has surplus stock to the location where the customer wants to pick it up.
As with the deposit, the pre-order function can be used only if the pick-up method is self-pickup or delivery, and cannot be used if the pick-up method is direct sales.
When you select a product that is sold out, the system will indicate that the stock is insufficient, so click [Search] in the upper right corner.
You can see the inventory of the product in each location, and you can see which location still has the product in the remaining column. Find a location where the item is still available, and click "Reservation" on the right.
