Fastoko consists of 2 main portals, namely the Admin Portal and the Employee portal. All of them are web based so it can be opened using your favourite web browser such as Google Chrome or Safari in your phone, tablet, or laptop. In this article, we will go through in deep dive on using the POS for your day to day use.
Note: if you plan to use the portal with the printing feature, we recommend using a Windows or Android based device. Browsers on iOS do not generally support bluetooth from the web browser.
This guide assumes that you have at least followed the Quick Start Guide to register for an account in Fastoko and to populate your products and catalog.
Table of Contents
Introduction
The Employee portal is meant to be used within your store to support day to day operations. Employees can create orders, take attendance, print receipts for orders, etc. Since the platform allows to use multiple stores, our POS also allows the customer to serve multiple stores as well by selecting the correct stores on the top app bar of the website.
Navigation
Homepage
The POS' homepage shows at a glance some actions you can take in the POS. These are:
Navigation bar and store selector (choose the store you are using this POS for here)
Take your attendance (the one logged in) by taking a picture and sending location data
Navigate to the POS to take orders in the store, more information in the section below
Connecting to a Printer, more information in the section below
Check order history and a glance on whether there are Pending Orders or not.
Navigation Bar
You can also use the Navigation Bar to navigate through different sections of the POS. Most of the pages are covered in the homepage section above but you can also navigate to the Settings page through the navigation bar where you can change the color schemes, as well as connect to a printer.
Connecting a Printer
The POS can be connected to a printer to print receipts for your customers. Our POS system follows the ESC/P (Epson Standard Code for Printers) and will be compatible with those printers. You can easily find these printers such as in the links below:
Connecting to the printer
There are three ways you can connect to the printer.
From the Homepage by clicking the Printer card.
From the Settings > Hardware section from the navigation bar.
During the order creation flow if there is not already a printer connected when an order is created.
In all instances, the browser will try to scan for nearby bluetooth printers and show any compatible ones. You can select the corresponding printer and connect to the printer just like that.
Creating an Order
The main use for the POS is to take customers' orders as they come in. As you may have multiple channels that orders can come in to your store, lets take a look on how to manually create orders from the channels
In the shop (Point of Sale)
Since the POS is mainly created to take orders in the store, we have a dedicated part just for that. Simply use the homepage to go to the Point of Sale section or use the Navigation bar to go to the Point of Sale section.
Let's do a quick run through of the create order screen.
The list of categories in your catalog
The products in the category you selected
View any campaigns / discounts which are active
Save the customer data (through the phone number) to add to this order. This allows the customer to accrue points for loyalty and to show customer data in the dashboard (only if a loyalty program is active for this channel).
Add or subtract the quantity of each item in the order
Check the total amount and create the order.
Note: If a customer is not connected in the order, don't worry, you can still print the receipt and allow them to scan the QR code to claim their loyalty points.
Other channels (e.g. Gojek, Grab)
In order to ensure consistency and allows Fastoko to keep track of orders across different channels, Fastoko allows users to add new orders via other channels that are not their store. In order to do this, use the navigation bar to go to Order History > Create and select the channel you want to create an order for. You will be presented with an interface similar to the one for the POS and you can create order for the channel there.
Note: The team is working on integrations to automate this process for various common channels. However, due to differences in channel capabilities, this manual process is created to still ensure consistency.
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