CORE Point of sale (POS) design

From the challenge of promoting more informed sales, we created a solution that sealed a deal and could help companies get closer to omnichannel reality.

pos-screen-0.jpg
 
 

Problem statement

CORE is an e-commerce platform in which, at the time (2017):

  • Merchant's sales force didn't had context about orders made in other channels, for instance, a person selling by phone didn't know her client's preferences or buying historic in physical store.

  • Sales representatives needed more autonomy and agility to close deals.

  • There was an unmet need of a specific merchant, which had a high average ticket size and was willing to invest in the POS solution (more an opportunity than a problem), sponsoring the project.

Process

First of all, I tried to think in terms of a UX strategy mindset and answer questions like these:

  • For who are we creating this?

  • Who are the competitors or references?

  • What's the experience we envision?

Then I did a huge mind map with all the informations I collected.

 
UX strategy mind map.

UX strategy mind map.

 

After exploring use case scenarios and a quick round of low-fi prototypes, it was time to create more robust prototypes. The budget to develop this module of CORE (later Linx Commerce) platform would come from a deal with a specific client, and then would later be rolled out as part of the product. These prototypes were essencial to the negotiation.

I chose an UI framework to gain productivity, editing HTML templates and CSS flies. I did a lot of customizations since we had special needs that a generic framework couldn't satisfy. In addition, some interviews and usability tests were made.

 
Part of the team involved, discussing solutions.

Part of the team involved, discussing solutions.

 

Outcomes and results

Finally, the prototype served to seal the deal with the sponsor, and the company could add another offer to its portfolio. The solution was developed in the following months.

All the merchant's transactions (online store + POS) from now on could be processed on the platform.

This was great, because the platform's revenue was based on a portion (around 1,5%) of merchant's revenue.

 

Final product: a mix of POS and Assisted Sales app.

Different approval levels.

Multiple payments.