PoS integration: options, steps & benefits

PoS integration: options, steps & benefits

January 4, 2024

How do integrated PoS systems work?

Credit card readerCash
drawerReceipt printerBarcode scannerRetail PoS systemPayment processorPayment authorizationInventory management Catalog & inventory synchronizationCRMCustomer dataEcommerce platformProduct, orders, inventory, & pricing detailsERP & accountingSales details & invoicesOrder managementOrder & shipping synchronization (BOPIS, curbside delivery)

Scheme title: An example of PoS integration with hardware and business applications

Although transaction scenarios can vary from business to business, a basic checkout flow involving an integrated PoS system has the following steps.

  • To begin a transaction, a cashier at the counter or a customer at a self-service kiosk scans an item’s barcode. The connected display shows item details, quantity, price, as well as subtotal and total amounts.
  • Then, as soon as the customer chooses to pay with cash or a payment card, the PoS system initiates either cash drawer opening or credit card reader activation. In a cashless payment, the credit card reader contacts the payment processing service for payment authorization and sends a confirmation to the PoS system to complete the transaction.
  • Simultaneously, the PoS system sends inventory and sales data to the accounting software, inventory management system, and ERP, where it’s recorded and updated.
  • If a retailer also sells products through digital channels, an integrated PoS system syncs catalogs, orders, and inventory data with the online store in real time.

Common PoS integration options

We can integrate your PoS system with a web-based or mobile ecommerce solution and ready-to-use business applications through existing APIs or connectors. We can also build custom connectors that are fully tailored to your unique software and workflows. Here is a rundown of useful PoS integrations for companies of different business verticals, sizes, and sales models that can streamline daily operations, facilitate sales, and boost overall business efficiency.

Hardware options

PoS systems can either connect to devices from various brands or integrate exclusively with proprietary equipment. Retail hardware and equipment connected to a PoS system automate data input and output, speed up transaction processing, and improve customer experience.

PoS terminals

Connecting a PoS application with a stationary or handheld terminal, businesses can accept orders and in-person payments, accurately process transactions, and seamlessly transmit transaction data to PoS software and other integrated systems.

Credit card readers

With an integrated credit card reader, companies can faster ring up customers and complete transactions. The device captures information from a customer’s credit or debit card, sends it to the merchant’s payment processing service for authorization, and then communicates payment confirmation or decline to the PoS system to finalize the transaction.

Cash drawers

Companies that accept cash payments can link their cash drawers directly to the PoS system to track cash-ins and cash-outs, reconcile cash balances, manage cashier permissions, and control cash drawer opening.

Barcode scanners

Retailers use barcode scanners to identify and quickly process items at checkout, look up prices, automatically apply discounts for specific products, pick stock for shipping, and update stock levels in real time. Integrated barcode scanners can also be programmed to scan IDs for age verification and loyalty program cards for reward assignment.

Additional displays

For better customer engagement and transparent checkout, merchants can equip their PoS setup with a second customer-facing display to show transaction details, suggest payment methods, put up promotions, and ask for interactive feedback. In restaurants, additional screens can be used for customer tipping or serve as kitchen displays with a real-time list of orders for the staff.

Printers

A printer linked to a PoS system allows users to print sale receipts, order tickets, coupons, end-of-day sales summaries, and other documents for accounting.

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Integration options for popular PoS platforms

Commonly used cloud-based PoS platforms provide rich capabilities for connecting ready-to-use solutions, popular third-party services, and custom applications.

Clover

The Clover platform provides a basic set of point-of-sale applications for retailers and restaurants. It can replace any native app with a third-party application to meet their more specific business needs.
  • Integration of custom apps with Clover PoS systems
  • App approval and publishing at Clover App Market
  • REST API for exchanging data from Clover merchants’ web apps
  • Ecommerce APIs and SDKs for providing PCI-compliant payment experiences
  • Clover payment plugins for supporting Adobe Commerce and WordPress ecommerce sites (for US and Canada only)
  • Semi-integrations with REST Pay, Remote Pay, and Clover Android
Merchant business dataEnvironmentsInterfacesPOS integrationsClover app marketAndroid app
(on device)Web appAndroid SDKREST APIsSemi-integrationsAndroid app (on device)Payment connectorAndroid payments APIWeb appEcommerceExternal POSRemote pay SDKREST pay APIClover platform

Scheme title: Clover platform & third-party apps
Data source: docs.clover.com — Clover platform

PoS integration steps

There are some common stages companies typically go through when integrating their PoS solution and other business software.

1

Analysis

Requirements analysis, selection of necessary integrations

2

Planning

Selection of integration method (APIs, middleware, or custom connectors), drawing up an integration plan

3

Development

Coding, configuring connectors, data mapping, setting up data exchange workflows

4

Testing

Testing various scenarios in a controlled environment, error handling, debugging, and security assessment

5

Deployment

Deployment planning, target environment verification, deployment execution, and confirmation

PoS integration benefits

Streamlined operations
  • Minimized manual data entry and human errors
  • Time-saving due to automated workflows
  • Real-time data synchronization
  • Centralized sales, order, inventory, customer, and product management
  • A better view of retail or restaurant operations
Better customer experience
  • Multiple payment options
  • Faster checkout
  • Experience personalization
  • Efficient customer service
  • Real-time order tracking
Improved stock control
  • Optimized stock levels
  • Prevention of overselling or stockouts
  • Better inventory visibility
  • Fewer backorders
Reduced costs
  • Increased staff productivity and optimized allocation
  • Loss prevention
  • Data-driven decisions based on detailed reports
  • Better regulatory compliance
  • Faster staff training
Valuable insights
  • Visibility into sales trends and patterns over time
  • Demand forecasting
  • Tracking of customer preferences and shopping habits
  • Store, staff, and product performance monitoring
  • Bottleneck identification across teams
Omnichannel experience
  • Consistency across retail stores and digital sales channels
  • Flexible ordering and order fulfillment options
  • Omnichannel marketing campaigns
Gain better control of your operations with PoS integration

Gain better control of your operations with PoS integration

Modern point-of-sale systems already help business owners to streamline sales, effectively manage teams, and improve customer satisfaction and retention. But connecting a standalone PoS system to the rest of the company’s software can bring even more benefits in the long run, as it helps unify diverse administrative and customer-facing processes to create a cohesive, well-managed retail environment. If you’re ready to uncover the full potential of your business tools, turn to Itransition for smooth and secure PoS integration.

Gain better control of your operations with PoS integration

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PoS integration FAQs

What integrations should I get for my PoS?

How much do PoS integrations cost?

What are the risks of not having a PoS integration?

Will integrations make my PoS system less secure?

What is the difference between PoS integration & customization?