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Point of Sale
POS Offline Support Configuration and Setup

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POS Offline Support Configuration and Setup

Turn on and configure offline mode for your POS to confirm continuous operation during network outages.

Turn on Offline Support

To turn on offline support:

  1. In Point of Sale, go to App > All and go to the app config where you want to turn on offline support.
  2. Go to Modules > Pos.
  3. Turn on Support Offline Mode for app versions earlier than 9.7.1.
  4. Go back to CMS, and go to Store Management > Offline Configuration.
  5. Set up these properties that are needed for the app to function in offline mode:
    1. Enable Offline Mode | : Turn on this flag for app version 9.7.1 or greater and to set up the product and tax feeds needed for offline. The server uses this to generate the feeds.
    2. Offline Switch Mode
    3. Auto: Indicates the POS automatically switches to Offline Mode in the event of an outage.
    4. Manual: Indicates that associates must manually switch the POS to Offline Mode in the event of an outage. The POS retries the request for the specified period, but won't automatically enter Offline Mode. Turn on the 'Offline Mode' deep link for this to work.
    5. Network Timeout: time in seconds to wait for a response from Point of Sale. The default is 120 seconds if no value is specified.
    6. Enable Offline Promotions: Turn on this flag to make promotions work offline. It can take up to one hour for any changes to promotions to be reflected. Learn More
    7. Enable Store Pricing in Offline Product Feeds: Set this flag to include the store pricing data in the generated offline product feeds. The server uses this data when it creates the feed.
    8. Offline Database Refresh Time: Interval, in seconds, before the app attempts to fetch the latest product and tax feeds when online. The POS app consolidates all daily delta files into a single offline feed file. For example, if delta feeds are sent to Retail Cloud hourly, they are combined into one consolidated offline feed generated daily at the time specified by this setting.
    9. Order-level Transaction Limit: Max credit card payment amount allowed per offline transaction. If the max is exceeded, the POS app also shows an error message noting the amount permitted.
    10. Session-level Transaction Limit: Max sum of order totals allowed across all orders placed in one offline session for a register. This limit resets for each register as soon as the POS app comes back online and pending offline orders are synced successfully. This limit only applies to credit card payments. If the max is exceeded, the POS app shows an error message noting the amount remaining as well.
    11. Daily Transaction Amount: Max sum of order totals allowed across all orders placed in a day for a register. This limit only applies to credit card payments. If the max is exceeded, the POS app shows an error message noting the amount remaining as well.
    12. Start Online Detection: Elapsed time in seconds before starting online detection after switching to offline mode.
    13. Ping Interval: time interval in seconds between pings for online detection.
    14. Successful Pings: number of consecutive successful pings before switching the app back online. If this is turned on, the POS won't switch to Offline Mode right away if it finds it can't connect to the local network. Instead, it only switches automatically if it can't reach Point of Sale. If the flag is turned off, the POS switches immediately to Offline Mode if it detects no local network connection.
  6. Go to Store Management > Store Settings > OMS > Advanced and turn on preGenerateOrderIdAndUseAsCartId.

After you've set up the CMS settings, make sure to download the most recent Store Credentials Offline Feed on the POS app to apply the settings. Registers that experience an outage before this update is received won't have the latest Offline Configuration Settings.

Offline Cart Calculations

The POS Offline engine matches the cart calculations with the Salesforce Backend engine.

Important
Important We don't guarantee matching values for calculations coming in from third-party services such as Avalara or Sabrix tax engines.

Offline Order ID

Order IDs are unique numbers that are assigned to an order. Both the merchant and customer can use them to find more information (like the order date, items in the order, order price, and so on). Unlike Online Mode, there's no system to check for duplicated order IDs across registers and stores offline. If the order IDs reach their maximum limit, merchants create a new prefix and reset the numbering sequence so that future orders start from the new starting point.

To make sure IDs are unique for every offline order, Point of Sale uses this formula:OfflineOrderIdPrefix-StoreId-RegisterId-MonthDayYear-OfflineOrderCountOnThatRegister

Example offline order ID: OPS-1-PSDevReg-05182023-0002

Note
Note Spaces are removed from the register ID when the offline order ID is generated. For example “PS Dev Reg” becomes “PSDevReg”.

Offline Images on PDP

As the POS app doesn't store product images locally for offline use, default images are used to show products on the Set Up a Product Display Page (PDP) Layout

 
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