Getting Started with Melivo POS

Overview

Melivo's online Point of Sale is based on a simple, user friendly interface. The Point of Sale application can be used online or offline on iPads, Android tablets or laptops.

Melivo's Point of Sale is fully integrated with the Inventory and Accounting applications. Any transaction in your point of sale will be automatically registered in your stock and accounting entries but also in your CRM.

You will be able to run real time statistics and consolidations across all your shops without the hassle of integrating several external applications.

Make products available in the Point of Sale

To make products available for sale in the Point of Sale, open a product, go to Catalog - Products, click on the product you would like and click 'edit' and tick the box “Can be Sold”.

Configure your payment methods

To add a new payment method for a Point of Sale, go to Point of Sale ‣ Configuration ‣ Point of Sale ‣ Choose a Point of Sale ‣ Go to the Payments section and click on the link “Payment Methods”.

Now, you can create new payment methods. Do not forget to tick the box “Use in Point of Sale”.

Once your payment methods are created, you can decide in which Point of Sale you want to make them available in the Point of Sale configuration.

Configure your Point of Sale

Go to Point of Sale ‣ Configuration ‣ Point of Sale and select the Point of Sale you want to configure. From this menu, you can edit all the settings of your Point of Sale.

Create your first PoS session

Your first order

You are now ready to make your first sales through the PoS. From the PoS dashboard, you see all your points of sale and you can start a new session.

You now arrive on the PoS interface.

Once an order is completed, you can register the payment. All the available payment methods appear on the left of the screen. Select the payment method and enter the received amount. You can then validate the payment.

You can register the next orders.

Close the PoS session

At the end of the day, you will close your PoS session. For this, click on the close button that appears on the top right corner and confirm. You can now close the session from the dashboard.

You will then see a summary of all transactions per payment method.

You can click on a line of that summary to see all the orders that have been paid by this payment method during that PoS session.

If everything is correct, you can validate the PoS session and post the closing entries.

It’s done, you have now closed your first PoS session.