How to Set up POS for Magento 2

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Installing a POS extension for Magento 2 is similar to installing any other extensions. But if you are new to Magento 2, you may need to get to know how to log into your Magento server using terminal, command prompt or Secure Shell (SSH) before we move to the next part.

How to log into Magento 2 server

To log into Magento 2 server, you must have:

Step 1. A terminal application

Step 2. A user name and password for the Magento server

  • If you have your own server, you or your system administrator can usually log in as the root user, which on Linux, is the user with full administrative rights over the entire server.
  • If your system is hosted somewhere else, you may not have administrative rights to the server; but if you can still install system software, stop and start services like the web server, etc, then it’s ok.

To use a terminal application to remotely access the Magento server:

  • Step 1: Set up the terminal application according to its provided documentation.
  • Step 2: Start the terminal application.
  • Step 3: When prompted, enter your Magento server’s host name or IP address.
  • Step 4: Log in to the server with the user name or password you were provided.

How to install Magento 2 POS

When trialing or purchasing a Magento POS, you will be provided with an installation file (normally in .ZIP format) or a link to download such file. Once installed, this file will act as a connector (aka API) to synchronize data between Magento and POS.

Here’s the step-by-step instruction on how to install POS on Magento 2:

  1. Using FTP/SSH client, connect to your web root folder on your server
  2. Unzip the downloaded file and upload this folder to your Magento server at the same level with your Magento root folder
  3. Confirm to merge folders (optional, some FTP/SSH client would not ask for merging folder)
  4. After merging is completed, open your terminal application, copy and run below command lines:
    • php bin/magento cache:flush
    • php bin/magento setup:upgrade
    • php bin/magento setup:di:compile
    • php bin/magento index:reindex
    • php bin/magento setup:static-content:deploy
  5. Go to your Magento 2 backend > Stores > Configurations to check if the extension is installed properly. If yes, it will show up in your menu bar.

How to activate API (the connector)

Once the installation is completed properly, enter the license key you’ve got and press Save Config to finish. If the message “The configuration has been saved” appears, it means you’ve successfully installed your POS and can start using it to sell now.

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