The sale represents the standard process at the POS. As soon as a sale is completed, stock is subsequently always adjusted in real time in the selected warehouse. Every order can be found in the Shopware backend after the payment is completed. The documents created (receipt, vouchers, etc.) are also stored there.
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Select/create customer (optional)
If your store customer has already made a purchase in your online shop or would like to open a customer account with you, you can select the corresponding customer at the checkout or create a new one. You can select customers before or while adding products to the cart, or even while you're already in the payment view, as long as you haven't selected a payment method yet.
Purchasing with a customer account offers your customers the following advantages over an anonymous purchase:
Consideration of the customer group and any resulting different prices
Support for the Shopware bonus points system
Clear assignment of offline to online orders for a customer is possible
Orders can alternatively be shipped to the customer by mail, if the customer doesn't want to take the order with them directly
To select a customer, go to Add customer and then search for the customer's name, or select Create new customer to create a new customer account. In this case, a window opens for entering the customer data. You can also sign the customer up for the newsletter and/or mark them for customer card printing directly here, if desired. Note that all mandatory fields for creating a customer account in the online shop must also be filled in here so that the customer account can be created in Shopware without any issues. Finish your entry above using the Save button. Via the forgot-password prompt, the customer can set the desired password for their account at a later time and log directly into your online shop.
Note: When creating a new customer, the default payment method stored for the main shop under Settings → Basic settings → Storefront → Login / Registration → Default payment method (ld) (Registration) is automatically assigned.
Add products to the cart
There are three ways to add a product to the cart:
Scan the product's barcode.
Enter a search term at the top left and select a product from the list of search results, for example if the barcode is damaged or missing entirely.
Select a product using the favorites buttons in the left-hand area of the sales screen. Here you'll see the nine best-selling products in your shop.
To display more information about a product during a consultation with the customer, or to check the availability of the product in your other warehouses, tap the pencil icon next to the product in the cart.
Remove products from the cart
To remove a product from the cart, tap the trash can icon next to the relevant product.
Special line items / Manual products
To add an additional line item that isn't linked to a product in your shop and therefore doesn't cause any stock changes, tap the menu button in the bottom left of the cart and select Manual item. A window opens where you can enter the name, quantity, and unit price. You can also choose between the VAT rates available in your shop. The manual item is only added to the cart and recorded on the receipt, but isn't permanently created in your shop.
Applying line item discounts and adjusting prices
Tap the pencil icon next to a product in the cart to apply a percentage discount, or alternatively to directly adjust the price. The changed price only applies to this particular purchase and isn't permanently saved in the system.
Redeeming vouchers
To redeem a voucher, open the cart menu and select Voucher. A window opens where you can enter the code manually or scan it. If you enter the code manually, make sure to also enter the hyphens. You can redeem as many vouchers as you like per purchase, until the remaining value of the cart reaches €0.
Note: In addition to general Shopware voucher codes, under Shopware 5, if you use the Gift vouchers powered by Pickware plugin, you can also redeem individual voucher codes. For these vouchers, remaining values are then also calculated across all Sales Channels, for example.
Note: In the settings for Shopware voucher codes, you can define the conditions under which they can be redeemed. Please note that only the restriction on the validity period is supported by Pickware POS. All other restrictions, i.e. products, customer groups, shops, or manufacturers, don't apply, meaning that vouchers can always be redeemed despite these restrictions.
Selling individual gift vouchers
If you have installed the Gift vouchers powered by Pickware plugin in your shop, you can also easily sell individual gift vouchers in your stores. To do this, simply search for the desired gift voucher product and add it to the cart. Once payment is completed, the desired voucher is automatically generated. It can either be sent by email or printed directly, if a DIN A4 printer has (also) been set up.
Note: If you already have pre-printed gift vouchers in your stores that you'd like to continue using, you can also just have the voucher we generate displayed on the iPad / iPod and manually transfer the voucher code to your desired voucher.
Selecting a different shipping method (optional)
In certain cases, it can happen that your customers can't or don't want to take the goods with them directly. Below, we'll look at some such scenarios and show how they can be handled with Pickware POS.
Customer payment with subsequent shipping of the goods
If your customer pays for the goods directly but wants to have them shipped at a later time instead of taking them along, you can select the option Delivery in the Pickup / Shipping method field, and then choose one of your available shipping methods.
The order is then created in your shop, taking into account the selected shipping method, with the order status Open and the payment status Fully paid or Paid, and can subsequently be picked and shipped like any regular order in your online shop.
Note: If you want to charge shipping costs for this service, you'll need to add a corresponding manual item for the amount of the shipping costs to the cart.
Customer payment with subsequent pickup of the goods
If your customer pays for the goods directly and wants to pick them up at a later time, you can select one of the pickup shipping methods as the shipping method and otherwise complete the payment as with a regular sale. You can find more information on this in connection with Click & Collect.
Pre-order / Reservation - Payment & pickup at a later time
If your customer would like to temporarily set aside certain products in order to pick them up and pay for them at a later time, select the shipping and payment method for Click & Collect (in Shopware 5: the POS placeholder payment method for Click & Collect defined in the plugin configuration). The order will then be created in the shop with the order and payment status Open. The handover of goods and payment then take place at the later pickup. You can find more information on Click & Collect here.
Payment and invoicing
To complete the purchase at the POS, go to Pay now at the bottom of the cart.
Selecting a shipping method
Choose between direct pickup or delivery. Please note that a customer account is required for delivery. You can create a new account at the top left or select an existing one. In the dropdown menu under Delivery, you can select one of the shipping methods available in your shop.
Selecting a payment method
Now select a payment method. All payment methods that have been created for the POS and correctly stored in the plugin configuration are available for selection.
Note: With the update to version 5.6, Shopware introduced an additional configuration option, Consistently round net orders to 2 decimal places, in the backend under Basic settings → Storefront → Cart / Product details. If you're updating from an older Shopware version to version 5.6, the option is automatically disabled. For a new installation with this version or higher, the option must be disabled manually, as otherwise rounding discrepancies can occur. If the option is enabled, you'll receive a corresponding error message in the POS App if you still try to create or pick up an order for net customer groups.
Cash payment
Quick buttons and a change calculator are available for cash payments.
Card payment
For debit or credit card payments with iZettle, follow the instructions on the iPad / iPod. If you're processing card payments without iZettle using an external card reader, the payment amount is transmitted automatically.
Payment on pickup
To select this payment method, a customer account and a corresponding Click & Collect shipping method must be selected. With this payment method, an order with the status Open is created in the backend, but no cash journal entry is recorded yet. To find out how orders for pickup proceed from there, see this article.
Purchase on invoice
If your customer wants to purchase the goods on invoice, this is also possible via the POS. Simply select Invoice as the payment method. In the next step, it's a good idea to use the Change invoice format function to provide your customer with an invoice in DIN A4 format instead of a receipt. You can find more on payment documents in the next section. When paying on invoice, no cash journal entry is recorded yet, since the payment, separate from the handover of goods, only takes place at a later time.
Payment documents
Once the payment process is complete, the receipt is printed. You can then print the receipt again, generate and print an invoice document for the purchase, or print any purchased gift vouchers. Finally, you can also send all generated documents to the customer by email. This is also possible without having selected a customer beforehand, since the address can be entered manually in this case. However, if you've already selected a customer account beforehand, the corresponding email address appears automatically.
Note: For a card payment via iZettle, no additional card payment receipt is printed alongside the regular receipt, however the card provider and the masked card number do appear on the receipt. If you've installed and set up the Zettle App, you can also print a corresponding receipt retroactively for any payment made.
Use Done to complete the process and return to the sales screen, where you can start the next checkout process.
Tip: If you want to print the receipt again after completing the checkout process, you'll find all past sales under Sales history in the app menu, where you can reprint the receipt. From here, you can also switch directly to return mode for the relevant order.