Offset Commerce has an iOS POS app that is available for iPhone and iPad that can be downloaded from the Apple App store.

This article covers the software setup steps, see this article for details on purchasing hardware for your POS app.

In order to be able to log into the POS app, you'll need to first enable the POS via the Offset Commerce browser app:

In Offset Commerce:

Settings > More > POS and Admin

If you don't have access to Offset Commerce yet, please contact [email protected] to have the team configure it for you in Figure.

Enabling the POS allows you and others on your team to log into the POS app from any iOS device using their Offset Commerce credentials.

Please ensure you have a Hospitality Receipt template filled out in settings > emails. POS receipts will utilize this form.

Please note: If the Hospitality Receipt email subject is blank, your customers will not be able to receive receipts!

This is an optional setting that allows you to sell products to a customer without needing to search for and create an account for that customer.

The reason it's an optional setting is that orders placed on the Guest Account have no name and email associated with them, so you lose the opportunity to market to that customer again, or know who they were.

If you don't have the Guest Account enabled, the app will prompt you to search for or add a new customer at the beginning of the order process. One advantage to have the Guest Account enabled (even if you want to collect customer details for most orders) is that you can start building a cart on the Guest Account and then search for or add the customer later, in the checkout process.

Guests DO have an opportunity to type in their email address after checkout to receive an email receipt. You can either enter this for them, or turn the iPad to them for typing it in. This email address is stored with the order under the Guest Customer Account, but it doesn't create an account for that email address. You can always move the order later, if you choose to create an account for them (first name + last name + email.)

A "Guest Account" is simply a customer account in your database where all the orders will be stored. It should have an email address that you have access to, since transactional emails will be sent to that email address.

It's best to create a new customer in your Offset Commerce account to define as the guest account, so every order on that account will only be from the POS.

If you choose to use an existing account for the Guest Account, just make sure that the account isn't a member of any Groups that receive discounts.

Once you know which account you'd like to use for the Guest Account, grab the ID from the URL so it can be input in the setting.

In Offset Commerce:

Copy and paste this number in the Guest Checkout Customer ID field.

If you don't have access to Offset Commerce yet, please contact [email protected] to have the team configure it for you in Figure.

Since the primary use-case for the POS is to easily charge a card for something purchased on-site, having a Pickup method configured is necessary to ensure you're able to quickly check customers out without needing to enter a shipping address.

Check to see if you have a fulfillment method available in your Figure / Offset Commerce settings where the type is set to "Pickup."

If you need to create a new method for this purpose, and you don't want it to show on your website to customers, ensure the that status is set to "inactive."

Once you have a method in place, you'll be able to access it in the POS app automatically without further configuration.

If you prefer to have one of your shipping methods showing on default for the POS during checkout, it can be configured.

Please contact [email protected] to have the team configure it for you.

There are other optional POS settings to optimize your POS experience:

If you don't have access to Offset Commerce yet, please contact [email protected] to have the team configure these settings for you in Figure.