Point-of-Sale App

Background

This client had previously hired Fledgling to build a Waiver App for them, and now returned to us to create a new Point-of-Sale (POS) system for them.

Problem

The client needed a custom POS system, because it needed to integrate with their existing WooCommerce store, Ticketing system, Ontraport CRM, and Waiver system.

The client also wanted to run the POS on their own server instead of on Google Cloud.

Solution

We built a full-stack POS Application using NodeJS + Express for the backend and ReactJS + Redux for the front-end.

In addition to the basic POS functions of adding tickets and merchandise to orders, add discounts, etc, the system also included the following key features:

• Waiver Lookup

  The client needed to be able to see if a customer had a valid waiver prior to allowing them to purchase a ticket in-store.

• Adding specific customers to orders

  The client needed to be able to add specific customers together in a POS order, so that staff would have the option to checked-in everyone as part of the purchase transaction (avoiding extra steps and allowing them to serve customers faster).

• Optimized Customer Lookups

  In order to make customer lookups faster, when one customer was added to an order, all customers who were on the same waiver with them would be automatically populated in “Related Customers” dropdown.

  Customers could also be looked up by name, phonetic name, email, birthday, or phone number, and the results could be sorted in reverse chronological order so that customers who just filled a waiver could be sent to the top of the search results.

• Checking-in ticket-holders

  Whether purchased online or through the POS system, any customer with a ticket could be checked-in.

  < Image for tickets screen>

• Price Synchronization

  The client could change the price of tickets and merchandise in his WooCommerce settings, and the POS would automatically update with the new prices.

• Reporting

  The client needed all staff to be able to see a report on daily sales, and store managers to be able to additionally generate detailed reports for any time period for use in analytics for operations and marketing strategy.

  We implemented staff accounts with separate roles for regular staff and managers, and built reporting tools according to the clients specifications. The reports can be generated and viewed within the POS App and can also be printed or saved.