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POS System

The Point of Sale (POS) system in SaasCart allows vendors to efficiently process in-store orders. Here’s a guide to using and configuring the POS system.

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How Does POS Work?

  • POS Button Location: The POS button can be found in the header. Admins need to grant permission to specific roles to make the POS button visible.

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Starting an Order

  1. Add Products to Cart: Click the Add button next to the desired product to add it to the cart.
  2. Select a Customer: Choose an existing customer or click Add New to register a new customer with the required details.
  3. Set Shipping and Billing Addresses:
    • Select an existing address or click Add New to enter a new address for shipping and billing.

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Delivery and Payment Options

  • Delivery Options:
    • Standard Delivery
    • Same Day Delivery (select a preferred time slot)
    • Delivery options can be configured in the Settings Menu. Get the guide here.
  • Payment Method: Select the payment method at checkout to complete the purchase.
Note: Ensure all fields are accurately filled before confirming the order.

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Additional Options

  • Use Points and Wallet Balance: Check the respective boxes to apply points and wallet balance.
  • Apply Coupon Codes: Coupons can be added at checkout. View available coupons on the Coupons page.
To finalize the purchase, click Place Order. You will be redirected to the Order Details page.

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Order Details

The Order Details page provides a tracking view of the order’s progress, with status options including:
  • Pending
  • Processing
  • Cancelled
  • Shipped
  • Out for Delivery
  • Delivered
Order status can be manually updated using the dropdown menu. Additionally, the Shipping Note allows you to add any relevant details during checkout.

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Generating Invoices and Receipts

On the right side of the Order Details page, you can generate and download the receipt and invoice for each order. All customer details related to the order are displayed here for quick reference.