This guide helps you set up Magestore POS for your store. Follow these 9 steps to configure your system and start selling in no time.
Step 1: Configure POS general settings
Start with the following settings:
- Session management to track working shifts and cash flow
- Receipt for your store
- Barcode attribute to scan on POS
Step 2: Create location, stock, and source
The next step is to set up location, stock, and source for your POS:
- Create POS Location
- Create Magento Source
- Create Magento Stock
- Link POS Location to Magento Stock
Step 3: Assign products to location
Once you’ve set up your location and inventory, you can assign products to location with 3 methods:
- Assign sources per product
- Assign and unassign sources in bulk
- Import inventory via CSV file
You can also update location inventory:
- Per product
- In mass via import
Step 4: Enable product on POS
Remember to enable product on POS so they display on your selling screen.
Step 5: Create a POS
Create 1 or multiple POS for your location.
Step 6: Set up role, permission, and user
To create accounts for your staff, create roles and set the relevant permissions.
Then add POS users and assign the correct role for them.
Step 7: Set up tax
Configure tax for your store in 4 steps:
- Set up Tax Zones and Rates
- Set up Tax Rules
- Set up tax calculation
- Set up tax display
Step 8: Set up payment methods
In Magento backend, configure the payment methods you use in your store:
- Credit card
- Custom payment
- Stripe online gateway
- Stripe terminal (Verifone P400)
- Tyro EFTPOS
Step 9: Set up device
The final step is to run the POS on your devices and connect your hardware.
You can access POS on:
Connect the following devices to the POS:
- Barcode scanner (such as Opticon or Zebra)
- Cash drawer
- Credit card reader
- Payment terminal
- Receipt printer (Star Printer TSP650 for example)
Your POS is now ready for checkout.