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Guide for WooCommerce POS Outlet Manager

Updated 25 November 2024

Using the WooCommerce POS outlet manager plugin, the WooCommerce POS admin will be able to add POS Managers to outlets.

Apart from that, the created POS managers for the outlets can manage the respective outlet POS users as required.

Note:

We provide a production version of the plugin. If you want a development version then you can get it at an additional cost. Please contact [email protected] for it.

Check the video mentioned below for an overview of the workflow of this plugin:

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Features

  • The admin can add normal pos users or pos managers as required.
  • View the cart transfer data in the admin backend.
  • Admin can view the requests sent by the pos managers.
  • Enable manager access for pos login.
  • POS managers can manage the users of the outlet.
  • The POS managers can make a request to the admin.
  • Setting for the pos users can be set up by the POS managers.
  • Cart transfer and sync option at the pos manager and pos user end.
  • POS users and Pos managers can set the screen lock timer and can update the screen lock pin for the pos terminal.
  • Admin can set the product price according to the outlets.

Installation

The user will get a zip file that 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.

woocommerce pos outlet manager installation

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.

woocommerce pos outlet manager installation upload-plugin

By 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.

woocommerce pos outlet manager installation choose file

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

woocommerce pos outlet manager installation install plugin

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

woocommerce pos outlet manager installation Plugin Installed

Activate WooCommerce Plugin

Check how to activate your WooCommerce plugin through the purchase code.

Note: Check how to get updates on Webkul Modules directly from the plugins page.

Initial Configuration – Admin’s Side

For the initial configuration at the admin’s end and the workflow of the main plugin(Point of Sale System for WooCommerce)

kindly check the WooComerce Point of Sale System blog for a better understanding.

After the installation of this add-on, the admin will have a few more settings that need to be done. For the same, navigate through Point of Sale->Settings->General.

wordpressdemo.webkul.com_woocommerce-pos-outlet-manager_wp-admin_admin.php_pagewc-pos-settingsscreenshot-1

Here, under the general configurations, the admin will –

  • Enable or disable the option for allowing the POS manager to log in to the POS terminal. Kindly note that the POS manager will have the backend pos access as well.

After that, navigate to the Lock Screen tab in the last.

wordpressdemo.webkul.com_woocommerce-pos-outlet-manager_wp-admin_admin.php_pagewc-pos-settingstablockscreen-settingsscreenshot-1

Here, the admin will –

  • Choose the background image for the lock screen background for the POS terminal.
  • Choose the text color for the username displayed on the lock screen.
  • Enable or disable the lock screen status for the POS manager and the POS users as required.

Now, the admin will navigate to the Users section to create two types of users i.e POS Users and POS outlet Managers for the created POS outlets.

wordpressdemo.webkul.com_woocommerce-pos-outlet-manager_wp-admin_admin.php_pagepos-systemscreenshot

To add a new user, tap on the Add button, and that brings up the below section.

Screenshot-from-2023-03-31-12-57-21

Here, the admin will be able to select the user role as POS user or POS Outlet manager as required. Enter all the details on the add POS User page and lastly, tap on the Save User button.

Also, if you want to have a loyalty point functionality within the WooCommerce POS system by Webkul then you can check the WooCommerce POS Loyalty Points

so that the customers will get loyalty points that can further be used whilst placing orders.

Reports

Under this section, the admin can view the data for the Cart transfers that have taken place within the POS outlets. For checking the same navigate through the Reports->Cart Transfer Tab.

wordpressdemo.webkul.com_woocommerce-pos-outlet-manager_wp-admin_admin.php_pagewc-pos-reportstabc_transferscreenshot

Manager Requests

Under this section, the admin can view all of the POS outlet manager requests.

wordpressdemo.webkul.com_woocommerce-pos-outlet-manager_wp-admin_admin.php_pagewcpos-manager-requestscreenshot

Tapping on the View query log will display the query of the respective manager. The admin can mark the requests as completed, processing or rejected as required.

wordpressdemo.webkul.com_woocommerce-pos-outlet-manager_wp-admin_admin.php_pagewcpos-manager-requestscreenshot-1

Note: If you want to use a different shipping option on your POS you can use the WooCommerce POS Delivery System.

Outlet wise pricing

The admin can set the different product prices for the different outlets as per the requirements.

The price of the product differs in every outlet so the below snapshot is one of the outlets whose price is shown.

outlet1

Let’s check the pricing which is reflected on the POS panel.

The product price of the outlet can be updated. So, to update the product price the admin need to fill the price of the product in the assigned outlet price box and click the save button.

The below image shows that the price of the product is in the process after the updation in the price text box.

product-price-updated

Now, the below image shows different product pricing in a different outlet as set by the admin.

Lets check the outlet price in second outlet’s POS panel.

outlet-pos panel2

POS Outlet Manager – Login to backend & POS Terminal

The create POS outlet manager will be able to log in using the same terminal URL.

pos_login

After login, the POS outlet manager can see the pos terminal as per the snapshot below.

pos_terminal_screen-1

Here, we have added a few functionalities for the POS outlet manager –

  • Tapping on the top WordPress icon will navigate the POS outlet manager to the backend from where he can manage the POS users as required.
  • There is a refresh button to sync the shared cart list.
  • A transfer cart button is provided using which the POS outlet manager can easily transfer the cart within the outlet to another POS user as required.

Also, if you want a stripe card reader functionality within the WooCommerce POS so that you can charge the POS customers using Stripe then check WooCommerce Stripe POS Terminal Connector.

To log in to the backend, the POS outlet manager will tap on the WordPress icon at the top.

Screenshot-from-2023-03-31-13-23-21

This will navigate him to the admin backend to manage the POS users as per the snapshot below.

pos_redirected_to_backend

In the backend, the POS outlet manager can manage the POS users as required, send requests to the admin, and set up the settings for the POS User POS terminal.

Manage the POS Users

Navigate through Point of Sale->Users and tap on the edit button to edit pos users as required.

edit_pos_user

Apart from that, the POS outlet manager can add a new POS user. To do so, tap the Add User button and fill in the required data and save the POS user.

add_new_user

Request to Admin

Here, the POS outlet user will be able to request to the admin. Apart from that, the POS outlet users can see the complete list of requests sent to the admin.

request_to_admin

To create a request to the admin, tap the Create New Request button. Enter the details and then tap the Send button to send the request to the admin.

create_request

Settings –

Here, the settings that are made by the POS outlet manager are for the respective POS Users.

settings

Menu Visible

Here, the POS outlet manager can allow the menu options for the POS users on their terminal side panel.

You can choose to make visible the cashier and reports options on the POS user terminal. Here, we have only set the cashier so in the below image you can see that only the cashier option is visible.

cashier

Coupons Visible

If this option is enabled then the coupons option will be available at the POS user end otherwise not.

Discount Visible

If this option is enabled then the discount option will be available at the POS user end otherwise not.

Custom Add Product Visible

If this option is enabled then the custom add product option will be available at the POS user end otherwise not.

Cart Transfer Visible

If this option is enabled then the cart transfer option will be available at the POS user end otherwise not.

cashier.png

POS Manager Settings – Here, the pos outlet manager can see if his POS login has been enabled by the admin or not.

Transfer Cart – Via POS Termial to Other POS User

Here, the POS outlet manager can transfer the cart to another POS user, but within the same outlet. For the same tap the Transfer Cart option within the cart.

pos_terminal_screen-2

This brings up a pop-up wherein the complete list of POS users will be visible. The POS outlet manager can assign the cart to any POS user by tapping the respective Assign Cart button.

The cart gets assigned to the respective POS user.

Kindly note that the POS users can also transfer their cart to a POS user or the POS outlet manager as required.

assign_cart

After the cart transfer has been done the other POS user can see the cart transfer request.

shared_cart_List

Tapping the sync cart button adds the products of the shared cart to the shopping cart for checkout.

Screen Lock Timer – Settings

The POS outlet manager can navigate through the Settings->Other Settings tab to configure the screen lock settings for the POS terminal.

other_settings

Here, the POS outlet manager for the screen lock can set the –

  • Screen lock time in minutes(when inactive on POS).
  • Update the lock screen pin as required.

After setting up the screen lock timer the screen lock will appear on the pos terminal after the set amount of inactivity as per the snapshot below.

screen_lock

After tapping on the screen lock, you can enter your password to view the POS terminal.

Now, you can provide a customer screen to the users of your WooCommerce pos for hassle-free checkout using the WooCommerce POS Customer Screen option.

screen_lock_login

That is all about the WooCommerce POS Outlet Manager. If you have any queries regarding the plugin, please contact us at Webkul Support System.

You can also check our complete WooCommerce plugin list.

Current Product Version - 1.1.0

Supported Framework Version - WordPress - 6.7, WooCommerce - 9.4, WooCommerce POS - 6.0.0

Blog Version - WordPress - 6.7, WooCommerce - 9.4, WooCommerce POS - 6.0.0
  • Version WordPress - 6.7, WooCommerce - 9.4, WooCommerce POS - 6.0.0
  • Version WordPress - 6.2.0, WooCommerce - 7.5.1, WooCommerce POS - 4.2.0
. . .

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