Draft:X-Cart:POS system for X-Cart - Revision history

Dohtur: Redirected page to X-Cart:POS system for X-Cart

2014-02-22T07:52:52Z

Redirected page to X-Cart:POS system for X-Cart

Dohtur: Redirected page to Pagename

2014-02-22T07:52:21Z

Redirected page to Pagename

Dohtur: /* Getting started */

2014-02-22T05:36:27Z

‎Getting started

Dohtur: /* Creating a POS order */

2014-02-22T05:25:11Z

‎Creating a POS order

Dohtur: /* Adding products to cart by UPC */

2014-02-22T05:20:43Z

‎Adding products to cart by UPC

Dohtur: /* Printing receipts (Admin area) */

2014-02-22T05:17:32Z

‎Printing receipts (Admin area)

Dohtur: /* Using the POS system module (Admin area) */

2014-02-22T05:15:54Z

‎Using the POS system module (Admin area)

Dohtur: /* Printing receipts (Admin area) */

2014-02-22T05:04:50Z

‎Printing receipts (Admin area)

Dohtur: /* Printing barcodes */

2014-02-22T05:01:28Z

‎Printing barcodes

Dohtur at 04:53, 22 February 2014

2014-02-22T04:53:17Z

← Older revision		Revision as of 07:52, 22 February 2014
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−	#REDIRECT [[~~pagename~~]]	+	#REDIRECT [[X-Cart:POS_system_for_X-Cart]]
	==Overview==		==Overview==

← Older revision		Revision as of 07:52, 22 February 2014
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		+	#REDIRECT [[pagename]]
	==Overview==		==Overview==

@@ Line 14: / Line 14: @@
 #* [[X-Cart:POS_system_module_system_requirements_and_installation|POS system module system requirements and installation]]<br /><br />
 # Configure the module. First, connect the module with the printers that you intend to use for printing barcodes and receipts and set up your printing preferences in the module's configuration settings:
-#* [[X-Cart:POS_system_for_X-Cart#POS system module configuration settings]]<br /><br />If you experience Java security warnings related to QZ Print applet, follow the recommendations in this section:
+#* [[X-Cart:POS_system_for_X-Cart#POS system module configuration settings|POS system module configuration settings]]<br /><br />If you experience Java security warnings related to QZ Print applet, follow the recommendations in this section:
-#* [[X-Cart:POS_system_for_X-Cart#QZ Print applet related configuration]]<br /><br />For more information on QZ Print and its use by the module, see:
+#* [[X-Cart:POS_system_for_X-Cart#QZ Print applet related configuration|QZ Print applet related configuration]]<br /><br />For more information on QZ Print and its use by the module, see:
-#* [[X-Cart:POS_system_for_X-Cart#Notes on the QZ Print applet]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Notes on the QZ Print applet|Notes on the QZ Print applet]]<br /><br />
 # To get a feel of how your X-Cart store works with the POS system module installed, try using the module features in both the store's Admin/Provider back end and Customer area. To begin with, while being logged in to the store as administrator (in X-Cart PLATINUM edition - as provider), add some products to your store's catalog (or edit your existing products) and add UPC codes for them. You can provide your own UPC codes or scan the existing barcode labels of your products so the UPC codes are "scanned" into the system from these barcodes. In the long run, all the products that you are going to sell via POS will need unique UPC codes.
-#* [[X-Cart:POS_system_for_X-Cart#Adding UPC codes for products]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Adding UPC codes for products|Adding UPC codes for products]]<br /><br />
 # Make sure that all the product items that you are going to sell via POS have barcode labels attached to them. For product items that do not yet have barcode labels, print your own barcode labels based on UPC codes.
-#* [[X-Cart:POS_system_for_X-Cart#Printing barcodes]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Printing barcodes|Printing barcodes]]<br /><br />
 # Set up a "POS operator" customer membership, create a customer account for the user or employee who will accept customer orders at POS terminal and assign the "POS operator" membership to this account.
-#* [[X-Cart:POS_system_for_X-Cart#Setting up an account for "POS operator" user]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Setting up an account for "POS operator" user|Setting up an account for "POS operator" user]]<br /><br />
 # In the Customer area, log in as POS operator and edit your user profile to add the POS location address to your address book (This address will be used by default as the address of the customer checking out via POS). Then try adding some products to cart via the "Checkout POS" section (Make sure you can add products to cart both by scanning their barcodes and by entering their UPC codes manually).
-#* [[X-Cart:POS_system_for_X-Cart#Adding products to cart by UPC]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Adding products to cart by UPC|Adding products to cart by UPC]]<br /><br />
 # Try creating a POS order by checking out with the products contained in your shopping cart. The first time you do it, go to checkout using X-Cart's standard '''Checkout''' button and finish creating the order using X-Cart's regular checkout flow. During checkout, use the address you configured in your POS operator user profile and select the payment method that you want to be used in future for all POS orders created using this POS operator account. Your payment method selection will be saved as default, and, later on, when creating POS orders using this account, you will be able to use the simplified order creation flow (via the '''Process order''' button) where you will not have to select a payment method again. If at some point in the future you will need to switch to a different payment method for orders of this POS operator, simply use the '''Checkout''' button again and select a different payment method.
-#* [[X-Cart:POS_system_for_X-Cart#Creating a POS order]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Creating a POS order|Creating a POS order]]<br /><br />
 # Try printing a receipt for the order that has been created.
-#* [[X-Cart:POS_system_for_X-Cart#Printing receipts (Customer area)]]
+#* [[X-Cart:POS_system_for_X-Cart#Printing receipts (Customer area)|Printing receipts (Customer area)]]
-#* [[X-Cart:POS_system_for_X-Cart#Printing receipts (Admin area)]]<br /><br />
+#* [[X-Cart:POS_system_for_X-Cart#Printing receipts (Admin area)|Printing receipts (Admin area)]]<br /><br />
 Once you've made sure everything works as expected, you should be ready to go live with your POS-enabled X-Cart store.

@@ Line 135: / Line 135: @@
 '''Important:'''
-# A prerequisite for successfully creating an order via the Process order button is that the profile of the user acting as POS operator must be properly configured (i.e. it must contain information about the user's address and payment method).
+# A prerequisite for successfully creating an order via the '''Process order''' button is that the profile of the user acting as POS operator must be properly configured (i.e. it must contain information about the user's address and payment method).
-# For orders created by users with the "POS operator" role, no shipping information is provided in the order details, since the goods are deemed to be sold at a POS location, without any shiping service involved.
+# For orders created by users with the "POS operator" membership, no shipping information is provided in the order details, since the goods are deemed to be sold at a POS location, without any shiping service involved.
 ===Printing receipts (Customer area)===

@@ Line 121: / Line 121: @@
 This link allows the POS operator to access the cart page with a special form  through which they can add products to the shopping cart by UPC.
 The form for adding products by UPC appears at the top of the page - above the cart contents:<br />
-[[File:Add_product_by_UPC.png|border]]<br /><br />
+:[[File:Add_product_by_UPC.png|border]]<br /><br />
 The default method for adding products to cart by UPC is with the help of a Barcode scanner. When the scanner "reads" the barcode into the POS system, the UPC code represented by this barcode is displayed in the UPC field, and the form is automatically submitted.
 The form also allows the user to enter UPC codes manually. To switch to manual mode, the user should click the link "Manually" at the top of the form. In manual mode, the user must submit the form by hand using the '''Submit''' button provided next to the UPC field:<br />
-[[File:Add_by_UPC_manually.png|border]]<br /><br />
+:[[File:Add_by_UPC_manually.png|border]]<br /><br />
 If the store's database contains a product with the UPC that was submitted, the product is added to cart; otherwise, an error message like the following is displayed:
-[[File:UPC_not_found.png]]<br /><br />
+:[[File:UPC_not_found.png]]<br /><br />
 ===Creating a POS order===

@@ Line 112: / Line 112: @@
 ===Printing receipts (Admin area)===
-To print a receipt for an order via the store's Admin area, you must go to the order's Invoice page and click '''Print receipt (jZebra)''':
+To print a receipt for an order via the store's Admin area, you must find the order, open its details page and click '''Print receipt (jZebra)''':
 :[[File:Order_details_print_receipt_jzebra.png|border]]

@@ Line 98: / Line 98: @@
 The POS system for X-Cart module allows you to print barcodes for each product in your store individually or for multiple products at once.
 A prerequisite for printing barcodes is that the products for which you are going to print barcodes have been provided with UPC codes.
 To print a barcode for a single product:
-In the Products section of your store's Admin area (Catalog > Products), find the product for which you need to print a barocde and open it for editing.
+# In the Products management section of your store's Admin area ('''Catalog -> Products'''), find the product for which you need to print a barcode and open it for editing.
-Click on the "Barcode" tab to access the page where you can print the product's barcode and wait for the QZ Print applet to load:
+# Click on the "Barcode" link in the section menu to access the page where you can print the product's barcode and wait for the QZ Print applet to load:<br />[[File:Barcode_section.png|border]]<br /><br />
-:[[File:Barcode_section.png|border]]<br /><br />
+# Use the '''N items''' input box to specify the number of barcode labels that needs to be printed, and click '''Print barcodes'''.<br />The Barcode printer will print the specified number of labels.
 To mass-print barcodes for multiple products:
-In the Products section of your store's Admin area (Catalog > Products), find the products for which you need to print barocdes and select them by putting tick marks in the check boxes opposite their names.
+# In the Products management section of your store's Admin area ('''Catalog -> Products'''), find the products for which you need to print barcodes and select them by putting tick marks in the check boxes opposite their names.
-Click the More actions link below the list of products and select Print barcodes to access the page where you will be able to print barcodes for the products that have been selected:
+# Click the '''Print barcodes''' button below the products list to access the page where you will be able to print barcodes for the products that have been selected:<br />[[File:Print_barcodes_button.png|border]]<br /><br />
-:[[File:Print_barcodes_button.png|border]]<br /><br />
+# Once the [[Draft:X-Cart:POS_system_for_X-Cart#Notes on the QZ Print applet|QZ Print applet has loaded]], you will see a page like following:<br />[[File:Barcodes_multiple.png|border]]<br /><br />
-Once the [[Draft:X-Cart:POS_system_for_X-Cart#Notes on the QZ Print applet|QZ Print applet has loaded]], you will see a page like following:<br />
+# Use the '''N items''' input box to specify the number of copies that need to be printed, and click '''Print barcodes'''.<br />The Barcode printer will print the specified number of labels for each of the selected products.
 ===Printing receipts (Admin area)===

@@ Line 101: / Line 101: @@
 In the Products section of your store's Admin area (Catalog > Products), find the product for which you need to print a barocde and open it for editing.
 Click on the "Barcode" tab to access the page where you can print the product's barcode and wait for the QZ Print applet to load:<br />
-[[File:Barcode_section.png|859px|border]]<br /><br />
+[[File:Barcode_section.png|border]]<br /><br />
 Use the N items input box to specify the number of barcode labels that needs to be printed and click the Print barcode(s) button.
 The Barcode printer will print the specified number of labels.
@@ Line 110: / Line 110: @@
 [[File:Print_barcodes_button.png|border]]<br /><br />
 Once the [[Draft:X-Cart:POS_system_for_X-Cart#Notes on the QZ Print applet|QZ Print applet has loaded]], you will see a page like following:<br />
-[[File:Barcodes_multiple.png|859px|border]]<br /><br />
+[[File:Barcodes_multiple.png|border]]<br /><br />
 Use the N items input box to specify the number of copies that need to be printed and click Print barcodes(s).
 The Barcode printer will print the specified number of labels for each of the selected products.
@@ Line 135: / Line 135: @@
 ===Creating a POS order===
 After the product has been added to cart, a new button - '''Process order''' - appears next to X-Cart's standard '''Checkout''' button:<br />
-:[[File:Process_order_button.png|859px|border]]<br /><br />
+:[[File:Process_order_button.png|border]]<br /><br />
 By using this button the user can create the order at once - without having to provide information about the customers' address or payment method.
@@ Line 144: / Line 144: @@
 ===Printing receipts (Customer area)===
 After a POS order has been created, on the Invoice page  - next to the '''Print receipt''' button - there appears a button titled '''Print receipt (jZebra)''':<br />
-:[[File:Print_receipt_invoice_page.png|859px|border]]<br /><br />
+:[[File:Print_receipt_invoice_page.png|border]]<br /><br />
 The '''Print receipt (jZebra)''' button allows the user to print the receipt for the order using the Receipt printer installed in the system.
 To print a receipt for an order created earlier, the user must go to the Order history page, find the order for which the receipt needs to be printed, click on it to open the order details, and then, on the Order invoice page that will be opened, click the '''Print receipt (jZebra)''' button:<br />
-:[[File:Order_details_print_receipt_customer.png|859px|border]]<br /><br />
+:[[File:Order_details_print_receipt_customer.png|border]]<br /><br />