Knowledge Base

Neto By Maropost

Maropost Commerce Cloud POS Sales Process

Please Note: Maropost Commerce Cloud POS is not available outside of Australia and New Zealand.

Add Products to a Sale

You can add products to a sale from the sales screen in 3 easy ways:

Tip: POS will allow out-of-stock items to be purchased at checkout. This is a fail-safe for incorrect inventory levels. If a customer picks up an item in the store, they should still be able to purchase.

Scan a Product Barcodes

Maropost POS supports barcode scanning throughout the POS app. You can store up to 4 barcodes against a single SKU (allowing for a product’s barcode to change over time). Maropost POS will also read the product SKU as a barcode field - so if you have labels printed with the SKU then the product will be scanned and added to the cart.

You can add barcodes to your products from within your Maropost control panel, or when you create and edit products within Maropost POS. To edit your product

Click the i icon on the top right hand side and click the Edit button.
Add the barcode and click Save.
If you ever need to add more barcodes to your products, log in to your Maropost control panel, navigate to Products > View Products.
Select the product you wish to edit, and click on the Warehouse & Picking tab.
Enter the barcodes in the available EAN/UPC fields.

To add a product to a sale using a barcode scanner scan a product’s barcode while you have the sales screen open. POS will auto detect the scan and add the product to the sale.

Successful scan = success message displayed, product added to sale.
Unsuccessful scan = error message displayed, fail sound plays, product not added to sale.

Tip: If POS doesn't make a sound on unsuccessful scan, check that your browser isn't blocking the audio.

For instructions on how to install a barcode scanner, please view our hardware installation support.

Tap / Click Product Thumbnail

Your sales screen will display a list of product thumbnails for the category you are currently viewing. You can add any product displayed to a sale by clicking on or tapping on the product thumbnail. For each tap or click, another unit will be added to the sale.

Search > Tap / Click in Results

You can search for products to add to a sale by name, SKU, barcode, brand or category. Enter your search term in the search input box and a list of results will be displayed.

Please Note: SKU, barcode and brand are only searched when 3 or more characters have been entered. Apostrophe and hyphen characters are ignored in search term and results.

Tap or click on a search result to add it to the sale.

Variation Products

Individual variations do not appear on the product grid or in search results, but can still be easily added to your transactions. When you tap on a variation item in the search results or on the product grid, you will need to then select which variation you want. If your products have specifics then you will select the variation by navigating through the available specific list. To give a real world example, selecting a shirt might have you then select the colour ‘Blue’ and then the size ‘Medium’, which will finally adding the shirt to the cart.

If you haven’t added any specifics to your variation items, then you will be presented with a list of all your variation product names to select from.

For more details on setting up specifics on your products, please see the article here.

Selecting a variation item from the product grid, and Maropost POS will step you through selecting the specifics to determine which variation you want to add to the transaction.

Tip: When you add a variation product to a sale, it's specifics, such as the colour or size, appears below the product name on the right hand side.

If you have specifics on your products, Maropost POS will show the specifics according to the sort order that you have in your Maropost control panel. This can allow you to customise whether you pick an item’s colour first, or it’s size, and ensure that your sizes are presented as ‘XS’, ’S’, ‘M’ ‘L’, ‘XL’.

Tip: Change the order of variations by entering a sort order.

Sell a Gift Voucher

Maropost POS supports the sale of electronic gift voucher products which can be used online or redeemed in store. Vouchers can be printed in store, emailed to the customer buying the voucher, or emailed to the recipient at a specified time.

Warning: You cannot refund gift vouchers in Maropost POS.

To sell a gift voucher through Maropost POS:

In your Maropost Commerce control panel add the gift voucher product(s)to the sale by selecting it in POS.

Please Note: Your POS terminal requires an active Internet connection to sell gift vouchers.
A pop-up appears asking you to select if the voucher is for the customer being served or someone else. Select the option the customer wants.
If the voucher is for the customer being served there will be an option to print or email the voucher to them. Selecting email will display the fields to enter the Recipient Name, Recipient Email Address, and Gift Message.

You can also toggle the Send Voucher Later option to set a future date the customer wants to receive the voucher.

If the voucher is for someone else, enter the Sender Name, Recipient Name, and Gift Message that the customer provides. Selecting email will display the fields to enter the Recipient Email Address so that it can be sent to the intended receiver.

You can also toggle the Send Voucher Later option to set a future date the customer wants the voucher to be received.
Now choose if you will Print or Email the voucher. Select the option the customer wants, and select Add Voucher.
Add any other products the customer wishes to purchase to the sale and select Pay Now.

The options on the POS home page update to display the range of payment options.
Select the payment method, and take payment for the order.
You now have the chance to email/print the receipt and/or gift voucher. The print voucher option only appears if it was selected when adding the voucher to the sale.
Select Print to send the voucher details to your receipt printer, and print out a voucher with a barcode and redemption details.

Please Note: Vouchers printed through POS cannot be customised or modified.
Select Complete Sale to finalise the transaction.

Add Serial Numbers

Maropost support tracking serial numbers for products sold at a line item level. This is important for businesses that offer warranties on high value electronic or white goods for example.

Tip: To enable serial tracking, you must install the Serial Tracking add-on from the Maropost Addons menu in your control panel.

Once installed, a new checkbox will appear on each product’s management screen named Serial Tracked. Tick this box if you want to record serial numbers for that product.

When a staff user adds a serial tracked product to a sale, the system will automatically prompt the user to enter a serial number. The user can manually key or scan the serial number into the field provided. The user will not be able to complete the sale until the serial number is added. Serial numbers will also print on receipts created from POS.

You can search order / sales history by serial number. It is important that you check the serial number matches before authorising credits, refunds or returns for serial tracked products.

If you have multiple tracked items on a single transaction Maropost POS will add a new row for each item you record, so you can track each item separately. They print as a unique row on your receipts.

Apply Discounts to a Sale

There are currently two ways to apply a discount to a sale in Maropost POS. It’s possible to apply a currency based discount on the product level and the overall order.

Before you begin, you may want to limit discount amounts available to staff users. To do this in your Maropost control panel, navigate to Settings & Tools > All settings & tools. Click the Point of Sale tab, click POS Settings. Here you can change the maximum discounts cashiers and store managers can give.

Add a product to a sale. Click or tap on the product line to display a pop-up where you can edit that line on the transaction. Alternatively, tap or click on the Discount section at the bottom of the sale screen below the products that have been added to apply an overall discount.

Add a Customer to a Sale

Maropost POS allows you to add a customer to your sales and returns. This is important for building an in depth understanding of your customer base through the Maropost Commerce reporting and CRM modules.

Transactions made in Maropost POS will also be visible in a customer’s online account, when they login to your website (if you are using the Maropost webstore add-on).

If you do not associate a transaction with an existing customer, the sale will be assigned to a “generic” POS customer account in your Maropost control panel. You can even create new customers, and sign them up to your mailing list.

Important: New customers require first name, last name and email address. If you add a postcode, they also require street, suburb, state and phone number.

Once you are finished making changes, click Save & Add Customer.

To add a customer to a sale or return:

Search for and add customers to your sales or returns by tapping on the Add customer to sale or the Add customer to return button in the corner of your register screen.

Please Note: Only active customers will be displayed on search results.
When your register is online, you can search for customers by simply partially or completely typing their name, email address (don't include the @ symbol), company or phone number. As you type in more details, the search results will begin to narrow down helping you locate the correct customer.
Once you have located the correct customer, simply tap on their name to associate them with the current transaction.

Tip: You can make changes to the customer details by tapping on the customer’s name in the top right of the register screen.

When you complete the transaction, it will be associated with their customer card in your Maropost Commerce control panel.

When your transaction synchronises to your Maropost Commerce control panel, Maropost POS will link the transaction to the customer with the same email address.

If you are offline, searching for customers will not be available, but you can still associate your current transactions with them. Simply enter their first name, last name and email address in the Add customer to sale or Add customer to return window.

Park/Put a Sale on Hold

Part way through a sale or refund and need to serve another customer in the meantime? Simply park your transactions for future access at the touch of a button.

To park a sale, tap or click on the Park Sale button at the bottom right of the sales screen.
You can access the list of recently parked sales and refunds under the menu icon on the top left of the sales screen. Simply tap on the date to resume the item. Please note that you are not able to resume a transaction whilst in the middle of another. You will need to complete or park the current transaction before you can resume another transaction.
You can also resume parked transactions from the Sales History page in Maropost POS. To access the page, click or tap on the Sales History button in the side menu.
Here you will be able to see the status of your register’s transactions for your current shift. To view more details, simply click or tap on the row.
Parked transactions will have a Resume button in the lower right corner. Simply click or tap to resume.

Tip: You can also mark a sale as Pay Later to access it from another register and complete payment. Note that if you do this, the order cannot be modified once it has been created.

Ship Orders from POS

Important: The fulfil later function requires the Fulfil Later - Ship for POS addon. In the Addon Store menu, under Maropost Modules scroll down to Advanced Customer Services and install the addon.

Maropost POS now allows you to take orders, accept payment and send orders straight to your warehouse for picking and dispatching.

This feature is especially useful for sales people who attend trade shows and want to take orders but not necessarily have the stock on hand.

By default, only staff with Admin permissions will have access to process Pay Later transactions in POS. To turn this function on for other staff, please see this article.

Create a Sale for Fulfilment Later

Add your products to the as per usual, and tap the Pay Now button.
Toggle the Ship to Customer option.
Fill in the customer details and tap Save & Continue to Shipping Option.
Select the Shipping Option for the order. The cost will be populated automatically based on the address and shipping option. You can also add Signature Required and Delivery Instructions to the order as well.
Complete your payment and finish the sale.
Choose the sale status you want for the order in your control panel (default Pick). Print/email your receipt can tap Complete Sale.

The order appears in your Maropost Commerce control panel for pick, pack, and dispatch.

Void a Sale

You can void or cancel a sale (or return) at any time. This will delete any sales related data from your system.

Please Note: You cannot undo voiding a sale. If you want to hold a sale for later, use the Park option.

To void a transaction, tap or click on the pink Void Sale (Void Return whilst whilst returning products) button at the bottom right of the screen.