Knowledgebase : 3dcart POS App
INTRODUCTION 3dcart's Point of Sales (POS) App allows you to take your 3dcart store with you and process orders on your iPad during conferences, vendor events, using your iPad as a portable register, or any other situation where you need to make a s...
GETTING STARTED Let's go over how to get started with 3dcart's POS App. There will be two steps to this process. Using the POS App for the first time and connecting it to your 3dcart store. GETTING THE APP * First, let's get the POS app install...
SYNCHRONIZING PRODUCTS To process orders on the POS App, you will basically select items via the app to create an order and then use the App to further complete and process the order in person. We'll cover this whole process in a moment, but first w...
POS APP SETTINGS While using the 3dcart POS App, you will see a menu icon located towards the top left of the interface. Tapping on this icon will bring up the the following settings that can be configured and used on the POS App. While viewing th...
GENERAL SETTINGS Under General Settings, you can configure several options for the POS App's general functionality. Within this section, you have access to the following: * STORE NAME This is used for the receipts generated from your POS App and...
TAX The POS App allows you to specify up to three different tax rates that will be used on the orders generated by the device. To add a tax rate: * Tap the "Tax" option in the settings menu * Enter a name for Tax 1 and enter a percentage rate ...
PAYMENT METHODS There are several Payment Method options available to the POS App. To review and enable them, tap the "Payment Methods" option in the menu where you will see the following options: * CASH For actual hard cash transactions. * PA...
USERS One of the benefits of the 3dcart POS App is that you can use your iPad device as a portable register - for example, at your retail location. As such, you also have the ability to create different user accounts that will use the iPad device fo...
PRINTER The final available option in your settings menu will be labeled "Printer." Here, you will be given the option to select (and test) whatever printer your device is coupled with. The printer selected in this screen will then be used to prin...
PLACING POS ORDERS Now that you've synchronized your products from your 3dcart store to the POS App and configured your various settings, we're ready to go over placing orders and checking out with the app. To begin: * Tap on the menu icon loc...
ADDING ITEMS TO POS ORDER Let's create our first order in the POS App. To begin, you should be in the "Orders" section of the POS app. If you're not there, tap on the menu icon located towards the top left of the app and then tap on "Orders" Onc...
SEARCHING FOR ITEMS If you have a large store, then the product search function will come in handy since it will let you narrow down your view of products. * Tap the magnifying glass icon located towards the top of your product listings. * Usi...
ADDING ITEMS TO AN ORDER * Once you've found the item your shopper is looking for, tap the item to have it added to the order. * Repeat this for as many items as the order requires NOTE Along with the item listing, the app will also import ite...
ADDING ITEMS WITH (ADVANCED) OPTIONS If the item being added to the order contains advanced options, then it will be listed as a single item, but with multiple prices. Tapping on the item will then let you select which variant of the item to use. ...
ITEM QUANTITY AND DETAILS After the item has been added to the order, you can change the order quantity of the items as well as mark items as taxable or non-taxable * Tap the item in the order section * Tap the + or - icons to add or remove qu...
REMOVING ITEMS FROM THE ORDER If, after adding items to the order, they need to be removed from the order: * Left swipe the item on the order screen * Tap on the trash icon to remove it. You can also tap the trash icon at the top left of the ...
SPECIAL ORDER OPTIONS Aside from adding your 3dcart store products to orders, there may also be situations where you need to alter the order itself. While creating an order, look towards the top right of the POS order area and tap on the action menu...
ADD A DISCOUNT By tapping on the order's action menu, you'll have the option of adding a discount to the order, adding a custom item, or adding special notes to the order. Here, we'll discuss adding a discount. * With the order in progress, tap ...
ADD A CUSTOM ITEM There may be times when you need to add an additional charge to an order generated by the POS App. Perhaps it's for an item that is not available on your 3dcart store (and therefore not imported to the app), or maybe it's a specifi...
ADD NOTES You can also add special notes to the order as needed. This can be useful if you need to provide special instructions for the order as it is being processed, or any other situations where you'd want to add a note to the order's details. ...
FINISHING ORDERS If/When you're ready to proceed with the order, follow these steps to complete it. * While viewing the order, tap on the green area (towards the lower right) where the grand total is written You will be taken to the checkout po...
CUSTOMER RECEIPTS After the order is completed, you will be presented with a quick summary of the order similar to the one shown below. The summary will show you the invoice number, the total order amount that was processed, and change due to the cu...
ORDER HISTORY The Order History section will let you review orders placed on the POS app, re-print or email their respective receipts, or otherwise issue a refund on the order as needed. To get to your POS app's Orders history section: * Look ...
ISSUING REFUNDS You can issue full or partial refunds on your POS app orders by taking the following steps in the POS app: * Look to the top left of the screen and tap the menu icon * Next, tap at the option labeled "Order History" * Once t...
SHIFT MANAGEMENT One of the benefits of the 3dcart POS App is that you can use your iPad device as a portable register - for example, at your retail location. As such, you also have the ability to create different user accounts that will use the iPa...
SYNCHRONIZATIONS As MENTIONED PREVIOUSLY [https://support.3dcart.com/Knowledgebase/Article/view/670], the Synchronization section of the POS app will allow you to synchronize your store's products to the POS app as well as send orders and receipt em...
SYNCHRONIZING ORDERS Your orders from the POS app get synchronized to your 3dcart store on a regular basis. However, you can also force a synchronization as needed by following these steps: * Tap the menu icon at the top left of the POS app * ...
SYNCHRONIZING EMAILS When receipts are emailed, they are not sent from your iPad device, but rather from the 3dcart store. This way, the receipt is shown as coming from your already configured online store presence instead of your personal email add...
LOGGING OUT To log out of the POS App, follow these steps: * Tap the Menu icon at the top left of the App * Then tap the "Logout" menu at the bottom right The POS App will display the PIN screen for you (or your users) to log into the POS app...
If you are using USA ePay with your 3dcart POS app, you can also use USA ePay's iCMP Card reader to process credit card purchases. The reader is able to swipe cards as well as use the new card chip technology. FIRST TIME SETUP The iCMP reader will...
Yes! You can add a Gift Certificate purchase to POS orders as needed by following these steps. * With the order in progress, tap the action menu at the top right * Then, tap on "New Gift Card" * A small pop up will appear in which you can ad...
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