POS-n-go Online Store Manual

Overview

The POS-n-go online ordering and online store are included at no additional cost. You can make a subset or all of your products available online. Our online functionality leverages your existing category, product and modifier setup. Selling a product online is as easy as adding an image and brief description. Your sales and inventory are tracked the same way as for in-store.

Our online template is a leading design using the latest responsive technology that dynamically adapts the layout for phones, tablets and computers. Custom brand the site with full control over colours, logos, banners, announcements, pages and more.

Choose if you want to accept payments online with our Stripe integration, or take payment in person through your existing payment solution. Our flexibility enables significant cost savings compared to other solutions that force you to use their payment processing.

When someone places an order online you will be notified by email. You can optionally enable automatic printing of online orders on your existing in-store hardware. You can also view and manage online orders in real-time through your in-store tablet, along with the web portal.

Depending on how many products you want to sell online, you can be live in a couple hours! You can create a button on your Facebook page linking to your online store. Run an Instagram promotion with a button link. Send a POS-n-go email campaign. Add a link to your existing web site. Embed online ordering within your site. You can even purchase a custom domain name and point it to our servers and have your online store be your entire web site! We support an unlimited number of custom web pages to get your message out.

You can customise the order process to take advantage of individual item special instructions, a custom checkout prompt to capture date, time or other text information, as well as control the customer information collected. Capture as little or as much information as you need.

Retail shops can also customise shipping options included free shipping, threshold based fixed rates and real-time integrated Canada Post cost based on weight and dimensions.

Canada Post commercial shipping estimates require you to open a no cost Canada Post online account. More information can be found at canadapost.ca. You will also need API keys through the Canada Post Developer Program. Join at canadapost.ca/developers. If account number and API credentials are not configured then Canada Post counter rates will be used.

Stripe payments require you to open a no cost Stripe online account. More information can be found at stripe.com.

Your online store can be accessed through the posngo.com/shop/ domain or you can optionally purchase your own custom domain name such as mybusiness.com. Please open a support ticket to start this process.

Testing

When processing payments through Stripe you can use your Stripe test keys instead of your live keys. Simply update the POS-n-go Online Store Setup, Settings, Credentials setting to the test version of PublicKey,SecretKey.

Example: pk_test_ByVOmplHZCdXHdfnJAFUAXwk,sk_test_SignWUyWZSjO4X9tkWg8Eept

You may use the following test credit card with your Stripe test keys:

Number: 4111 1111 1111 1111
Expiry: 12/25
CVC: 123

Ensure that you select Void Order in View Data, Online Store Orders when testing. If you select Complete Order it will impact your sales and inventory.

Online Store Settings

Active

The Active checkbox allows you to enable or disable the entire online store site.

URL

The URL field is the location of your site at posngo.com. You can optionally purchase a custom domain name that links to this location.

Store Name

The Store Name field is the name of your online store site.

Logo Image

The Logo Image field is where you select the image to use for your online store. You must first upload it in the Online Store, Logo & Images section.

Rotating Banner Images

The Rotating Banner Images allows you to optionally select images to be used for a rotating banner on the home page of your site. On a PC hold the Control key to select multiple images. You must first upload the images in the Online Store, Logo & Images section.

Rotating Banner Text

The Rotating Banner Text allows you to optionally add text on top of each rotating banner image. Text for each image is on a separate line and in the same order as the image files listed in Rotating Banner Images.

General

Product Search

Product Search displays a search box at the top of the page to search for products with a matching name or description.

Product Special Instructions

Product Special Instructions allows the customer to add a special instruction for the item that they are adding to the cart.

Phone Number

Phone Number is used to obtain the customers phone number during the checkout process.

Phone Number Length

This is the length of the customer phone number.

Billing Address

Billing Address is used to obtain the customers billing address during the checkout process.

Address

Address is used to obtain the customers address during the checkout process.

Tip Prompt

If set to on a tip amount can be entered during the checkout process.

BookNet Canada Attribution

If you list books in the online store and the book information was retrieved from BookNet Canada then you must enable the attribution per the BookNet Canada terms of service.

Checkout Prompt

This optional prompt is used to capture additional order level information such as special instructions, an order reference, date, time or pick-up options. You must also configure the Checkout Prompt Title.

Text - Display a text input field.

Date - Display a date input field.

Time - Display a time input field.

Pick Up No Shipping - Display a Pick Up option. If selected shipping will be zero.

Pick Up No Payment - Display a Pick Up option. If selected shipping will be zero and online payment will not be taken.

Checkout Prompt Title

This is the title for the Checkout Prompt.

Example: Pick-Up Date

Checkout Prompt Text

This is the text for the Checkout Prompt.

Example: Please enter the desired pick-up date

Announcement Text

This optional text message is displayed at the top of every page.

Instragram Link

This optional URL should point to your Instagram account.

Example: https://www.instagram.com/posngo/

Facebook Link

This optional URL should point to your Facebook account.

Example: https://www.facebook.com/pos.n.go.canada

Products & Inventory

Top Level Category

Top Level Category allows you to select a top level category. The default is to use all your parent categories. Use this if you would like to have a subset of categories.

The menu supports an unlimited number of parent categories and one level of unlimited child categories for each parent. Only these two levels are visible even if your child categories have another level of child categories belonging to them for in store.

Minimum Qty

This is the minimum inventory quantity required to allow a product to be ordered. Products with insufficent inventory will show Not Available. Set to 0 to disable the inventory check.

Shipping & Delivery

Mode

None - Select this mode when you do not charge for shipping/delivery.

Fixed Amount - Select this mode when you have a fixed shipping/delivery price. You must configure the Fixed Amount setting and select a Revenue Product to track the revenue against.

Canada Post Estimate - Select this mode for a real-time estimate from Canada Post for shipping based on product dimensions and weight. You must configure your Postal/Zip Code. You must also select a Revenue Product to track the revenue against.

Revenue Product

Revenue Product is a mandatory field for Fixed Amount and Canada Post Estimate shipping modes. The product selected is used to track revenue. The name of the product is displayed during checkout.

Fixed Amount

Fixed Amount is the amount charged when the Fixed Amount mode is selected. You must also select a Revenue Product to track the revenue against.

Cart Minimum

Cart Minimum controls when the Fixed Amount or Canada Post Estimate is applied to an order. If not configured the shipping is charged starting at zero.

Cart Maximum

Cart Maximum controls when the Fixed Amount or Canada Post Estimate is applied to an order. Configure this setting if you provide free shipping above a certain order amount.

Postal/Zip Code

Postal/Zip Code is the postal code that you will ship from. It is mandatory for the Canada Post Estimate mode.

Account Number

Account Number is your Canada Post account number. You can obtain this through your Canada Post online account. If it is not configured then Canada Post counter rates will be used.

Credentials

Canada Post = This is your production API key Username,Password. You can obtain this through your Canada Post Developer account. If it is not configured then Canada Post counter rates will be used.

Example: a2734ace937b590f,1553506f54bd0552508b01

Payment

Processor

None - Select this mode if you process payments in store or through a different payment method.

Stripe - Select this mode to process payments through Stripe for online store orders. You must configure the Currency and Credentials settings.

Elavon - Select this mode to process payments through Elavon for online store orders. You must configure the Currency and Credentials settings.

Currency

Currency is the currency used to process payments.

Credentials

Stripe = This is your PublicKey,SecretKey. You can obtain this through your Stripe online account, Developers, API Keys.

Example: pk_live_ByVOmplHZCdXHdfnJAFUAXwk,sk_live_SignWUyWZSjO4X9tkWg8Eept

Elavon = This is your MerchantID,Account,SharedSecret.

Styling

Page Background

This is the page background color.

Top Menu Background

This is the top menu background color.

Side Menu Category Background

This is the side menu main category background color.

Side Menu Child Category Background

This is the side menu child category background color.

Menu Selected

This is the top and side menu background color when selected.

Menu Text

This is the top and side menu text color.

Header Text

This is the header text color.

Button

This is the button background color.

Link

This is the web link color.

Text

This is the page text color.