Using NewStore Associate App when offline
NewStore allows you to use limited features of NewStore Associate App when the device is not connected to the internet or there is no internet connectivity in the store.
NewStore Associate App also displays a
You have no internet connection
error message as a banner when the NewStore platform is unavailable or
the store has internet connectivity issues. You can continue using
NewStore Associate App offline in such scenarios. see Switching to offline mode .
To enable this feature, see Enabling NewStore Associate App to be used offline .
Currently, when you are offline, with NewStore Associate App you can:
- Create a shopping cart and add in-store items Important
If you have created a cart and the device is rendered offline during the transaction, you cannot check out the cart. Create a new offline cart to check out the items.
- Check out the shopping cart
- Process payment for the order
After orders are processed offline in NewStore Associate App, they must be submitted when the device is back online. See Submitting offline orders .
The following features are not available in NewStore Associate App when you are offline:
Offline Modeis not supported in some fiscal countries. For more information, see Opting in for Offline Mode in fiscal countries .
- Creating or managing customers
- Processing returns or exchanges
- Processing gift card cashouts
- Manager approvals for orders
- Inventory management or store fulfillment operations
Choosing a language
Associate App is available in English, Catalan, Chinese, Czech, Danish, Dutch, French, German, Italian, Japanese, Korean, Polish, Spanish, and Swedish. To change the language, change your iPhone's language:
Language & Region>
- Choose a language. If the language you selected is supported by NewStore, the app will use it.
If you have logged into NewStore Associate App at least once after installing it, you can process offline orders without having to log into the app.
By default, you are assigned to the store that you were last assigned to when using the app in the previous online session. This can only be changed via Omnichannel Manager .
NewStore does not add the ID of the store associate to an offline order in NewStore Omnichannel Manager.
To log into NewStore Associate App, See Logging in .
Switching to offline mode
When the device is offline, NewStore Associate App displays a banner that notifies the associate.
Associates must switch to
Offline Mode manually, such as when there
are problems with the NewStore server or during checkout, or when the
device loses internet connectivity.
To switch to
- Close NewStore Associate App if you are already using it, and long press the app icon.
Creating a shopping cart offline
To create an offline shopping cart and add in-store items to it:
Create offline cart>
Scan the price tag of the item requested by your customer.
(Optional) To manually enter the barcode or SKU of the item instead of scanning, tap.note
By default, product catalogs are not available offline. However, you can enable the app to store the catalog locally on the device for product validation when operating in offline mode.
This is only a visual indication, so users may still submit unknown or invalid products.
To enable the app to look up the catalog offline, see Enabling offline catalogs .
Add the price of the item.
Ensure that the price of the item includes taxes. If the price does not contain the tax for the item, enter the tax rate manually in
The tax amount appears on associated receipts as
Manually Entered Tax.
Add to Cart.
The items are added to the offline cart.
Repeat these steps for all the items you want to add.
To remove an item from the cart, swipe left on the item and tap
To stop the purchase and start again, tap
X. All items are removed
from the cart.
Checking out an offline shopping cart
The offline cart contains all the items that the customer wants to purchase. After you have added the items in the offline cart, proceed to check them out.
To start the checkout and payment process:
- In the
Offline Cartscreen, tap
- In the
Select Paymentscreen, choose the preferred payment option of the customer.
Choosing a payment option
Choose the payment option requested by the customer. Currently NewStore Associate App supports the following payment options when the device is offline:
Cash: Accept cash.
Cashand type the amount paid by the customer. The amount of change that is owed to the customer is displayed.
Nextand proceed to complete the purchase .
If you have integrated with a cash drawer, ensure that you account for this cash payment logging cash transactions for the day in the store.
Offline Credit Card: Accept a credit card payment using a credit card reader (or POS device).Important
The payment service provider must also support credit card payment capture when offline, such as a
Standalone Modefor Adyen payment devices. To use
Standalone Mode, use supported terminals with a built-in printer, such as S1F2 or V400c Plus. Other supported devices include e285, e355, and V400m, but with some conditions. See Configuring Adyen payment devices to accept offline payments .
To enable the payment device to capture payments made offline, see Configuring Adyen payment devices to accept offline payments .
Offline Credit Cardand switch to the POS device.
Follow the on-screen instructions in NewStore Associate App and accept the payment made via the customer's credit card.
After the payment has been captured, tap
Complete checkoutand tap
Confirm. Proceed to complete the purchase .
If the payment was not captured correctly in the POS device, tap
Canceland restart the payment capture process.
If a customer wants to return an item paid via a credit card when NewStore Associate App was offline, use these options for a refund:
New Gift card: Issues a new gift card for the refund amount. This option may not be available if your store's policies don't allow refunds to gift cards.
Enter the following details if required by your business and tap
Add Gift Card:
Gift Card Number
PINfor the gift card
- the customer's email address
New Electronic Gift card: Issues an electronic gift card for the refund amount, which is sent to the customer's email address.
Present Card for Refund: Allows you to swipe the credit/debit card that should receive the refund.note
Currently, you cannot enter a credit/debit card number manually to receive the refund.
Original Payment Method: Refunds to the original payment method that was used to pay for the item via an external order management system.
For orders that were paid for via external payment options such as
AliPay, this option is disabled by default. Use the
External Payment Methodto refund the amount instead.Important
This refund method only works if the order number for the returned item, from the external order management system, was entered during the return process.note
- If the customer used several credit cards to pay, each credit card is refunded for the amount that was deducted from it. - Certain debit cards cannot be refunded without swiping them again. In this case, use the
Present Card for Refundoption.
Completing the offline purchase
After the customer has paid for the order, to complete the checkout:
Enter the details of the customer. An order receipt is sent to the customer's email address when you submit the offline order later.note
If you do not provide the email address of the customer at this step, no receipts are shared with the customer via NewStore Associate App.
Doneto complete the offline purchase.
Submitting offline orders
When the device is back online, associates must submit the orders processed offline in NewStore Associate App, so that they are uploaded to the platform and visible in NewStore Omnichannel Manager. When an order is submitted, related sales receipts are also uploaded to NewStore Omnichannel Manager.
To submit an offline order, go to
Offline Mode, and tap
The sale is attributed to the associate who submits the orders, irrespective of who completed the offline purchase .
The order is uploaded to the platform. A manager can view these offline orders in NewStore Omnichannel Manager.
Reviewing offline orders
When submitting an offline order after the app is back online, NewStore validates the barcode or SKU of the items in the order. If the order validation fails because of an invalid barcode or SKU, review the order and re-enter the barcode for the items in the order.
For each offline order that cannot be submitted because of invalid or incorrect product IDs:
Review Ordersin the screen that appears when you try to submit an offline order with items that have an invalid barcode or SKU.
In the orders screen, tap the order(s) that displays
Offline Orderscreen, tap the product that has an invalid product ID.note
Products with an invalid barcode or SKU have the
Product note found in the catalog. Please change the barcode.hint text displayed against them.
Resolve issuescreen that appears, enter or scan the correct barcode for the product.
After you have added the correct barcode or SKU for a product, the order is ready for submission.
You can also change the product before submitting an order, if you scanned the wrong item when creating the offline order.note
- You can only change the product that had an incorrect barcode or SKU assigned to it when the offline order was created. Products added to the offline order with a correct barcode or SKU cannot be changed. - NewStore does not log the edit history for products in offline orders. When you submit an offline order, only the final product ID is uploaded to the platform. Ensure that you have specified the correct product before submission.
Submit Orderto submit the offline order, then tap
Closein the screen that appears when the order is submitted successfully.
The order is uploaded to the platform. A manager canview these offline orders in NewStore Omnichannel Manager.