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    WooCommerce Marketplace Point Of Sale System

    WooCommerce Marketplace Point of Sale System provides marketplace sellers to have the functionality, where they can easily manage their online stores along with the physical stores. The physical stores will have a POS front-end management system for which the seller can assign a store agent who can easily manage the sales and customers at that particular store.

    The POS system can work both online and offline with the feature to synchronize all the sales and customer data of the offline store with the online store whenever going online. The module plays a vital role in increasing day-to-day sales by having a management system to manage online stores along with the physical stores.

    The POS front end is built on React to allow an effective UI. Thus, the POS agent can get a user-friendly experience. It also increases the performance of POS by optimizing the speed.

    Note:

    • The POS system will work with devices having a 1280 screen resolution or above. Currently, we are working on to make the POS work with up to 768 screen resolution and above.
    • POS will not work in the Mozilla Firefox private window.
    • The WooCommerce Marketplace Point of Sale System module supports the WooCommerce Marketplace version: 4.8.3

    Features

    • The admin and the seller can create multiple stores outlets for online store.
    • The admin and the seller can create agents for the outlets to manage sales and customers at their end.
    • The admin and the seller can create a default customer.
    • The admin and the seller can assign master-stock to all products at a time. This master stock can also be done in bulk by the admin.
    • Quick addition of new customer by POS agent for their panel.
    • Offline mode for physical stores to work offline in case of poor connectivity.
    • POS agent can synchronize the offline orders data with the online store whenever going online.
    • Effective sales and inventory management system for the admin and the seller.
    • Barcode readers can be used to add products to the cart.
    • Admin/Seller can Print Barcode Slip.
    • The sales agent can view the cash drawer for computing the profit generated in a day or days by them.
    • Hassle-free payment via cash, card or split method and checkout system.
    • At the time of checkout, the POS agent can apply a coupon and discount to the cart.
    • The POS support multiple currencies to allow the sales agent to select the perfect currency for the store.
    • The cart can be put on hold for future processing.
    • Better sales management by POS agent by monitoring sales history, hold sales, offline sales from the POS panel.
    • POS agent can sell a new/custom product which is not available on the website.

    Installation 

    The user will get a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel. For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

    After this, you will see an option on the top of your page that is “Upload Plugin”, click the option to upload the zip file.

    After clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

    After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

    Now when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Click on “Activate Plugin” to activate the installed plugin.

    Module Configuration

    After the module installation, the admin will have the Marketplace Point Of Sale menu option to manage the marketplace POS system as shown below.

    Under Marketplace Point Of Sale menu option, the admin will have other sub-menu options –

    • Marketplace Point Of Sale
    • Add POS Outlet
    • POS User
    • Add POS User
    • POS Products
    • POS Orders
    • POS Settings

    POS Settings – Admin End

    Under the POS Settings section, the admin can set the default settings of the marketplace POS. For this, the admin will navigate to Marketplace Point Of Sale -> POS Settings as shown below.

    General Settings

    Here, the admin will –

    • POS Heading Login Enter the POS heading which will be visible on the POS login panel.
    • Brand Name For Footer Section Enter the brand name which will be visible on the POS login panel in the footer section.
    • Brand Link For Footer Section Enter the link of your brand official site. This link will navigate the POS agent to the brand official site when clicks brand name configured in the above field.
    • Invoice Logo Upload the logo image which will be visible on POS receipts.

    Customer Settings

    Here, the admin will configure the details for the default customer –

    New Customer Details

    • Default Password – Enter the password

    Default Customer Details

    • Customer First Name(*) – Enter the first name of the default customer.
    • Customer Last Name(*) – Enter the last name of the default customer.
    • Customer Email(*) – Enter the email id of the default customer.
    • Customer Telephone(*) – Enter the telephone number of the default customer.

    Default Customer Address

    Enter the address of the default customer.

    Mass Assign

    Here, the admin will –

    • Enter Quantity: Configure the default quantity of the product which will be assigned to the POS Outlet.

    For Example – There is a product P1 with the stock value 100 in Woocommerce store. Now, you have two outlets Outlet 1 and Outlet 2. You have assigned the product P1 to these two outlets.

    If you have configured the value (say 20) for the field Enter Quantity. Then, the quantity 20 of product P1 will be assigned to both the outlets automatically. This Enter Quantity field basically bulk assign the default product stock to the POS outlets and enable the POS assigned products automatically.

    Now, the master stock of the product P1 will become 140. Let’s see how –
    P1 stock value in Woocommerce store(100) + P1 stock in outlet O1(20) + P1 stock in outlet O2(20) = 140

    Manage POS Outlets – Admin End

    The admin can manage the POS outlets by navigating to the Marketplace Point Of Sale -> Marketplace Point Of Sale as shown below –

    Here, the admin can –

    • View the complete list of the existing POS outlets.
    • Create the POS outlet store by clicking the Add New button
    • Perform the bulk actions like Activate, Deactivate or Delete on the POS outlets from the Action drop-down list.

    • Edit the POS outlet details by clicking the Edit link.

    Add POS Outlet

    Clicking the Add New button will navigate the admin to the Add POS Outlet page. The admin can even directly navigate to the Marketplace Point Of Sale -> Add POS Outlet to add the POS Outlet as shown below.

    Here, the admin will enter –

    • Outlet Name – Name of the outlet.
    • Outlet Address – Address of the outlet.
    • Outlet City – City of the outlet.
    • Outlet State – State of the outlet.
    • Outlet PostCode – Postcode of the outlet.
    • Outlet Country – Country of the outlet.
    • Select Status – Status of the outlet.

    And, lastly hit the Save button to save the outlet configuration successfully.

    Assigned Products

    After creating the outlet, the admin will again navigate to the outlet edit page to check the assigned products.

    Under Manage Products tab, the admin checks the assigned products to that store.

    For assigning the products to the outlet, the admin –

    • First, select the products from the list.
    • After selecting the products, hit the Enable from the Action drop-down list and then hit the Apply button.
    • Once the products are enabled, assign the product stock to the outlet under the column Assigned POS Stock.

    How To Assign the Variable Product –

    First, select the variable products from the list. After selecting the products, hit the Enable from the Action drop-down list and then hit the Apply button.

    Once the variable product is enabled, assign the product variation stock to the outlet. For this, the admin will click on the Set Variation Stock button. This will display a pop-up where the admin will assign the product variation stock to the outlet.

    Master Stock Management

    Simple Product

    Under the Product tab, the admin can apply master stock to all the simple products at once by selecting all the products and then click on edit and apply it.

    After editing the product, enter the master stock for the products in the master stock tab.

    After adding the master stock to all the simple products, the admin will have to add the product stock for the store under “Stock Quantity”.

    The admin will add the POS stock to the product by selecting the outlet and then edit the outlet and then under manage products the admin will add the POS stock to a product accordingly.

    The admin can also mass assign a stock quantity to all the POS products (simple products) under the Maas Assign tab.

    Variable Products

    The admin will provide the master stock to the variable product by adding the master stock to each variation of a variable product and also provide the stock quantity to that variation for the store.

    After providing the master stock to the variable product, the admin will add the POS stock to all the variations of a variable product. The admin will set the variation stock by clicking on the Set Variation Stock button.

    After clicking on the Set Variation Stock button, the admin will see all the variations of that product and then POS stock quantity to each variation accordingly.

    Manage POS UserS/POS Agents/POS Cashiers/Sales Person – Admin End

    The admin can manage POS users by navigating through Marketplace Point Of Sale -> POS User as shown below.

    Here, the admin can –

    • View the complete list of the existing POS users.
    • Create the POS users store by clicking the Add New button
    • Perform the bulk actions like Activate or Deactivate on the POS users from the Action drop-down list.

    • Edit the POS users details by clicking the Edit link.

    Add POS User

    Clicking the Add New button will navigate the admin to the Add POS User page. The admin can even directly navigate to the Marketplace Point Of Sale -> Add POS User to add the POS user as shown below.

    Here, the admin will configure the cashier account information:

    • POS User Name: enter the user name of the POS user account.
    • Outlet: enter the POS outlet name.
    • First Name: enter the first name of the POS user.
    • Last Name: enter the last name of the POS user.
    • Email Address: enter the email address of the POS user.
    • Image: upload an image of the POS user.
    • Password: edit the auto-generated password of the POS user account.
    • Status: enable or disable the POS user account.

    And, lastly hit the Save button to save the outlet configuration successfully.

    Note: The admin will manually provide the POS account credentials(username and password) to the POS user.

    Manage POS Products – Admin End

    The admin can view and generate barcode for the POS products by navigating to the Marketplace Point Of Sale -> POS Products as shown below.

    The generated barcodes for the products to be used by the POS agent to add a product to the cart during the check-out process.

    To generate the barcode, the admin will select the products for which the admin wants to generate the barcodes. And then, select the Generate Barcode option from the drop-down list and hit the Apply button to generate barcodes.

    The admin can also print a barcode for a product in a required quantity by clicking on the Print Barcode link available while hovering on the product under column the Image as shown below.

    Clicking the Print Barcode link will display a popup. Here, the admin will add the quantity of the barcode to print.

    Generate Barcode For Variable Products

    The admin can generate barcode for the variable products also as shown below.

    Clicking the Variation Stock button, the admin can view the POS product stock and check the variations barcode.

    If the barcode is not generated, then click the Barcode button as shown below.

    After clicking the Barcode button, click the Variation Stock button to view the generated barcode.

    Clicking the Print Barcode link will display a popup. Here, the admin will add the quantity of the barcode to print.

    Manage POS Orders – Admin End

    The admin can view POS orders by navigating through Marketplace Point Of Sale -> POS Orders as shown below.

    The admin can view any order details by simply clicking on order from the list.

    POS Management – Seller End

    The sellers also can manage the POS as shown below.

    The seller will have the following menu options to manage the POS –

    • POS Outlet
    • POS Managers
    • POS Products
    • POS Orders
    • POS Settings

    POS Settings – Seller End

    Under the POS Settings section, the seller can set the default product quantity to be assigned to the outlet in bulk.

    Here, the seller will –

    • Enter Quantity: Configure the default quantity of the product which will be assigned to the POS Outlet.

    POS Outlets – Seller End

    Under this section, the sellers can manage the POS outlets as shown below –

    Here, the seller can –

    • View the complete list of the existing POS outlets.
    • Create the POS outlet store by clicking the Add New Outlet button
    • Remove the outlet by clicking the Delete button.
    • Edit the POS outlet details by clicking the Edit link.

    Add POS Outlet

    Clicking the Add New Outlet button will navigate the seller to the Add POS Outlet page.

    Here, the seller will enter –

    • Outlet Name – Name of the outlet.
    • Outlet Address – Address of the outlet.
    • Outlet City – City of the outlet.
    • Outlet State – State of the outlet.
    • Outlet PostCode – Postcode of the outlet.
    • Outlet Country – Country of the outlet.
    • Select Status – Status of the outlet.

    And, lastly hit the Save button to save the outlet configuration successfully.

    Assigned Products

    After creating the outlet, the seller will again navigate to the outlet edit page to check the assigned products.

    Under Manage Products tab, the seller checks the assigned products to that store.

    For assigning the products to the outlet, the seller –

    • First, select the products from the list.
    • After selecting the products, hit the Enable from the Action drop-down list and then hit the Apply button.
    • Once the products are enabled, assign the product stock to the outlet under the column Assigned Stock.

    POS Managers – Seller End

    Under this section, the seller can manage POS managers as shown below.

    Here, the sellers can –

    • View the complete list of the existing POS manager.
    • Create the POS manager store by clicking the Add New User button
    • Remove the POS manager by clicking the Delete button.
    • Edit the POS manager details by clicking the Edit link.

    Add POS User

    Clicking the Add New User button will navigate the seller to the Add POS User page.

    Here, the seller will configure the cashier account information:

    • POS User Name: enter the user name of the POS user account.
    • Outlet: enter the POS outlet name.
    • First Name: enter the first name of the POS user.
    • Last Name: enter the last name of the POS user.
    • Email Address: enter the email address of the POS user.
    • Image: upload an image of the POS user.
    • Password: edit the auto-generated password of the POS user account.
    • Status: enable or disable the POS user account.

    And, lastly hit the Save button to save the outlet configuration successfully.

    Note: The seller will manually provide the POS account credentials(username and password) to the POS user.

    POS Products – Seller End

    Under this section, the seller can view and generate barcode for the POS products as shown below.

    The generated barcodes for the products to be used by the POS agent to add a product to the cart during the check-out process.

    To generate the barcode, the admin will select the products for which the admin wants to generate the barcodes. And then, select the Generate Barcode option from the drop-down list and hit the Apply button to generate barcodes.

    The admin can also print a barcode for a product in a required quantity by clicking on the Print Barcode link available while hovering on the product under column the Product Name as shown above image.

    Clicking the Print Barcode link will display a popup. Here, the admin will add the quantity of the barcode to print.

    POS Orders – Seller End

    Under this section, the seller can view POS orders as shown below.

    The seller can view any order details by simply clicking on order from the list.

    Front-End Point Of Sale Panel

    The user can easily Login the POS System (fronted) by using the Username (email address) and Password which is created by the admin or seller.

    After the Sign-up, the POS Users will be redirected to their POS panel as per the below image.

    POS Cash Drawer Amount

    The POS agent, after logging in to the POS has to enter some cash drawer amount. A tab opens which asks the user to enter the Opening Amount For Cash Drawer as shown below. The cash drawer amount is the set amount required for that particular day.

    After this, the POS user will see his panel where the POS user can see the products been assigned to the outlet and the cart option where the ordered products by the customer will be shown.

    The user can search products from the search bar and then can add the resulted products to the cart as per requirement.

    The user can also look for the products in their respective categories as shown in the screenshot below.

    By clicking the square icon specified in the below image, the POS user will view the category lists through which POS user selects a category to choose the product from.

    POS Panel – Custom Product

    The POS user can also add a product in the cart which is not available on the website but the product is available in the physical store. For this, the POS user will have to click on the plus sign button as shown below.

    Here, the POS user will have to enter the product details ( product name and product price ) and add the product into the cart by clicking on the ADD button.

    After that, all processes will be the same as a normal website’s product.

    POS Panel – Cashier Management

    Under the Cashier tab, the POS user manages the functionalities like –

    • Close Counter
    • Today Cash
    • Sale History

    Close Counter

    On clicking the Close Counter tab, Drawer Amount Details, Counted Drawer Amount, Closing Drawer Detail options are available.

    • The Drawer Amount Details displays the opening amount which is $10.00 here, today sales is $95.00 and the expected amount in the drawer is $105.00
    • Under the Counted Drawer Amount displays the remarks. The POS agent may add the remarks as well.
    • Closing Drawer Details displays the closing balance details for a particular day. The difference between the opening and the closing amount may be viewed under Closing Drawer Details options.

    Today Cash

    Under Cashier, there is another option Today Cash is available which displays the Opening Drawer Amount, Today Cash Sale and the Today Card Sale.

    The order id, time, order total and the order payment mode details are also visible to the POS agent under the Today Cash option.

    Sale History

    The POS user can view the sale history under the Sale History option. For a particular date, the cash sale and the card sale is listed under Sale History. The total sale displays the total sales after adding up the cash and the card sale.

    POS Panel – Manage Orders

    The POS user can manage the sales activity like adding products to the cart, adding customer details, hold the cart to process after some time, pay for the order from his panel as shown below.

    After adding the products to the cart the user will now add customer details by clicking on the default customer option and then follow the steps as shown in the screenshot below.

    Note: The Pos user can search customers by their name or email as well.

    The POS user will add a new customer if the new/required customer is not present in the customer list. Else, select the customer from the customer list to pay for the order and hit Change Customer button.

    After this, the POS user will proceed further for the order payment by clicking the Pay button. The POS user can even put the Cart-On Hold if wishes to complete/process the order later.

    Clicking the Pay button will navigate the POS user to the Payment page as shown below. Now at the time of payment, the customer has two options to pay for the order – cash payment and card payment.

    If the customer has chosen the cash method then the customer will provide some amount to pay for the order and the POS user will refund him the remaining money as shown in the screenshot below.

    Finally, hit the Confirm Payment & Generate Invoice button to complete the payment successfully.

    The POS user can even print the invoice for the order and can continue further with other orders.

    If the customers want to pay via card, then the customers can use their cards to pay for the order. In the Card Payment method, the total amount of the order will be deducted from the customer’s card.

    Note: The POS user can allow its customer to split the payment between card and cash by split payment option. This option is meant for dividing the payment amount into bits as the customer can pay some amount in cash and some amount by the card.

    POS Panel – Apply Coupon

    The POS user can apply a coupon to selected orders if there is a coupon available for the same. The POS user will click on the Apply Coupon button to apply the coupon to the order.

    Clicking the Apply Coupon button will display a pop-up to enter the coupon code.

    After that, the user will get a pop-up message Coupon Applied Successfully and can see the applied coupon in the cart as well.

    After the coupon is applied successfully, it is displayed in the cart under the coupon option as shown in the image.

    The POS user can even remove the applied coupons as shown above.

    POS Panel – Apply Discount

    The POS user can apply the discount to the cart item in two ways –

    • Percentage-Wise
    • Flat Discount

    To apply the discount, the POS user will click the Discount option available in the cart as shown below.

    Percentage-Wise

    Clicking the Discount option will display the Apply Discount To Sale tab. Here, the POS agent selects the “%” option, which tabulates the discount for cart products on a percentage basis.

    Here, 10% discount is applied to the products and the Grand Total displays the discounted amount for the products.

    Flat Discount

    Clicking the Discount option will display the Apply Discount To Sale tab. Here, the POS agent selects the “currency” option, which tabulates the discount for cart products as Flat rate Discount.

    Here, the flat-rate 10 discount is applied to the products and the Grand Total displays the discounted amount for the products.

    POS Panel – Cart-On Hold

    The POS user can put a cart On Hold to process it later by simply clicking on the Hold Cart option as shown below.

    Clicking the Hold Cart option will display a pop-up where the POS user will specify the reason for putting the cart-on hold by adding a note. After adding the note, hit the Add Order Note Here button as shown below.

    This will navigate the POS user to a page where the POS user can view the complete list of the carts put on-hold. The POS user can even directly visit the carts on-hold list by navigating to POS > Order > Hold Sale.

    The image below displays the cart details of the product which has been put on Hold. The Note entered by the POS user is also displayed under Note section.

    Here, the POS user can –

    • Click Add button to add the order back to the cart to process it further.
    • Click Delete button to delete the complete order cart.

    POS Panel – Offline Sale

    The sales orders which got processed in the offline mode will be seen under POS > Order > Offline Sales.

    After the outlet is online, the POS user can synchronize offline sales with the online store.

    The POS user can see all those orders in Sale History section after that.

    Note: 

    • POS user cannot add, edit, delete a customer in offline mode.
    • POS user cannot apply coupons in offline mode.
    • POS user cannot synchronize orders in offline mode.

    POS Panel – Sale History

    Here, the POS user can see all the sales recorded in the system by navigating to POS > Order > Sale history as shown below.

    Here, the POS user can –

    • View the complete list of the orders placed.
    • View the details of any order from the sales order list.
    • Search the order from the Search Order By Id panel at the top.
    • Print the invoice of the order by clicking the Print Invoice button.
    • View the complete details of the order under Sale Summary section.

    POS Panel – POS Settings

    The POS user can navigate to POS > Settings to edit settings for the account and POS settings as shown below.

    Account Settings

    Here, the POS user will –

    • First Name – enter the first name of the POS user.
    • Last Name – enter the second name of the POS user.
    • Email – enter the email address.
    • Previous Password – enter the previously saved password of the POS account.
    • New Password – enter the new password for the POS account.
    • Confirm Password – reenter the new password of the POS account to confirm it.

    And, lastly hit the Update Account button to save the configuration successfully. Now in the Other Settings tab, the POS user can configure the other settings as shown below.

    Here, the POS user will –

    • Select the language for the store.
    • Select the currency for the store.
    • Select the invoice printer to print the invoice of the store sales.

    The options available under the Select Invoice Printer are shown below –

    That’s all for the WordPress WooCommerce Marketplace Point Of Sale System module. Still, have any issue, feel free to add a ticket and let us know your views at webkul.uvdesk.com.

    Current Product Version - 1.0.0

    Supported Framework Version - Wordpress version: 5.1.* WooCommerce Version : 3.6.*

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