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The UltraCart Point of Sale offering makes it possible for merchants to take in-person orders at their retail location or at locations and trade shows. The Point of Sale system is an adaptation of our manual order entry (back-end order entry) system that removes a substantial amount of the data entry requirements, removes the need for shipping, and adjusts the sales tax of the order to the retail location.
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If you currently do not have Stripe on your account, please contact UltraCart Support for assistance in migrating to a rotating transaction gateway scenario and adding Stripe as a secondary gateway to process the point of sale transactions.
Configuration
The first step is to configure the physical locations where you are going to operate point of sale.
Navigate to:
Configuration → Order Management → Point of Sale
Next, click on new location. Fill out the location with the including street address. This address will be used for tax calculation purposes of the point of sale system. Also You must select a distribution center where the purchased inventory that is purchase should be deducted from.
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After creating the location, create point of sale registers at that location by clicking on the registers button.
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| Note |
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We do not recommend deleting the locations or registers after they are created even if they are for temporary locations (trade shows). These records are used for reporting and calculations. You should just edit the registers and dis-associate the reader if you want to move the reader to new locations. |
Usage
Once you have locations and registers configured for the Point of Sale system, you will see a new menu option under Operations → Order Management as shown below.
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As mentioned above, the point of sale interface is similar to the manually order entry system with some important reductions. First, there is no shipping address on the Point of Sale.
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Secondly, there is a new payment method option for Credit Card Reader which will be selected by default.
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The cursor will automatically focus on the first item id input. As you scan barcodes the system will look up the item. If you scan the same item multiple times the quantity will increase. When you’re through finished scanning, click on the apply button.
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