Explore the InStore POS

InStore Add-On
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Explore functionality of the InStore POS.

After you have completed the setup by following our tutorial for getting started with commercetools InStore, you can use these steps as a guide to exploring InStore functionality.

Access the InStore POS

  1. Log in to the InStore POS using your credentials. Credentials are maintained by your administrator in your authentication provider. If you do not have credentials, contact your administrator.

    The URL that you use to access the InStore POS already specifies your location and workstation, so there is no need to select them.

  2. Select then confirm a session-only PIN, if prompted. You'll use this PIN to access the InStore POS until you select Logout.
  3. Optionally use the Switch User feature to allow another user to work with the cart you are currently working on. For example, a supervisor can approve a higher-level transaction. See Parameter-based features for more information.

Prepare a cart

All payment or refund transactions start with a cart. A cart is created when you:

  • select an item for purchase by browsing the Catalog page (see the Catalog menu option) and selecting Add to Sale. Other ways to add items include searching in the search bar on the Cart page for a SKU or item text or scanning a known item's barcode.
  • perform a search and attach a customer to the cart.
If none of the preceding options are available, you can add more by changing your parameter settings and your role's permissions using Store roles.

Ring up a take-with sale

Consider all tender types and combinations that the retailer accepts in take-with sales transactions, then configure parameter settings and your role's permissions using Store roles.

Try these activities:

  1. Perform a checkout on a sale cart (Add to Sale) and use various types of tender, including using more than one tender (split tender).
  2. Save screenshots of the receipt that is displayed for each transaction. To view receipts on smaller resolutions, you may need to click the receipt icon on the Checkout page.
  3. Verify transaction activity in the InStore Center.
  4. Practice reprinting a receipt by locating your same-day transactions using the Reprint Receipts menu option.