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    WooCommerce Point of Sale

    WooCommerce Point of Sale:  It provides store owners to have the functionality, where they can easily manage their online stores along with the physical stores.

    The physical stores will have a Point Of Sale front-end management system. In order to divide the effort, the admin can assign a store agent. Thus, these store agents can easily manage the sales and customers at that particular store.

    Point Of Sale systems can work both online and offline with the feature of synchronization. Wherein, all the sales and customer data of the offline store with the online store whenever going online.

    Thus, this 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.

    Additionally, it also increases the performance of POS by optimizing the speed.

    Watch the below video tutorials to understand the extension workflow:

    Part – 1 – Terminal Workflow

     

    Part – 2 – Setup Configuration

     
     

    Desktop PWA App & Mobile PWA App Working


    Features- Point Of Sale System

    • The admin can create multiple store outlets for the online store and assign them sales agents.
    • Master-stock can be assigned by the admin to all products at a time. This master stock can also be done in bulk.
    • Effective sales and inventory management system for the admin.
    • A centralized inventory can be allowed by the admin
    • The admin can generate a barcode for both product Id or SKU.
    • The admin or sales agent can set the unit price based on the weight of the product.
    • POS agent can synchronize the data with the online store whenever going online.
    • Barcode readers can be used to add products to the cart.
    • POS users can search product on basis of SKU.
    • The POS user can add the product to the cart by both barcodes (product Id or SKU).
    • The customer can pay via multiple payment methods which get recorded in the POS. Additionally, customers can even go for a split payment.
    • At the time of checkout, the POS agent can apply a coupon to the cart. However, the POS user can edit the price of items in the cart or a customer based discount is applicable for a few products.
    • The cart can be put on hold for future processing.

    Additional Features-

    • Apart from this, it facilitates a POS Wizard setup which helps the admin to set up the POS system instantaneously. 
    • For a specific time duration (yearly, monthly, weekly) or custom duration, the admin can view the POS Reports. 
    • The sales agent can easily analyse the store reports directly through the POS end.
    • The POS agent can take a look at Gross Revenue, Net Revenue, Orders, Avg Order Value, Item Sold, Refunds, Discounted Orders, Gross Discounted, Total Tax, Order Tax, Cash Payments & Other Payments reports with the help of charts.
    • The sales agent can use the Date Range option to specify which dates to be included to view the reports like Today, Yesterday, Week to Date, Last Month, Last Year etc.
    • Also, can select the custom date range for the desired date range reports.
    • Better sales management by POS agent by monitoring sales history, hold sales, offline sales from the POS panel.
    • POS agent can sell a new product that is not available on the website.
    • An outlet can have multiple agents assigned to it.

    Note:

    • The POS system will work with devices having a 1280 screen resolution or above. Currently, we are working on making the POS work with up to 768 screen resolution and above.
    • For mobile devices – the user can develop the POS application for mobiles as well.
    • For mobile application development, you can contact our mobile development team at [email protected]
    • To know more about centralized inventory and master stock inventory in the WooCommerce Point of Sale (POS) system, click here.
    • POS application supports Code-128 barcodes.
    • We provide the production version of plugin because the production version is much faster and efficient to use in the live version. If you need a development version of the plugin, kindly create a ticket at [email protected] So, we will deliver you the same.

    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. This brings out a Sub-Menu and then selects the “Add New” option.

    Add new

    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.

    Upload plugin

    Then click 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.

    choose file

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

    Install now

    Now, when the plugin is installed correctly, you will see the success message. Additionally, an option to activate the plugin.

    Click on “Activate Plugin” to activate the installed plugin.

    Activate Plugin

    Module Translation

    To know how to translate the module, you can click here.

    NOTE: To generate JSON from your translations, save your translation file in the default WordPress languages directory then run the following command in the same directory: Note `xx_YY` refers to the locale (eg. `en_US`)
    “`wp i18n make-json wc_pos-xx_YY.po –no-purge

    Flush Rewrite Rules

    The admin has to flush the permalink by navigating to Settings > Permalinks so that the links to the POS store works correctly.

    permalink

    Admin Configuration- Point Of Sale

    After successfully installing the WooCommerce Point of Sale,  the admin needs to configure the following features to manage the POS-

    • Users
    • Outlets
    • Products
    • Orders
    • Reports
    • Settings

    Point of Sale Settings

    The admin can navigate to WooCommerce Point Of Sale > Settings. Now to configure the settings for General Settings, Customer Settings and POS Mass Assign tabs, as shown in the image below. 

    webkul_Woocommerce_Point_of_-Sale_System_admin_configuration

    General Settings

    The admin needs to navigate WooCommerce Point Of Sale > Settings > General Settings, so as to set the configurations details under the General tab. 

    webkul_Woocommerce_Point_of_-Sale_System_admin_configuration_general_settings

    API Username and Password: The admin can configure the API username and password that will connect the WooCommerce site with the POS.

    POS Heading Login: It will be visible to the sales agent while logging in to the POS system.

    POS Footer Text 1st line and 2nd line– The admin can add the footer text of the invoice receipt.

    Brand name for footer section– The admin can mention the name of the organization for branding purposes that is visible in the footer section of the login page of POS.

    Brand Link for footer section- The name given in the footer section is linked with a URL redirecting towards the brand detail page.

    Select Inventory Type- The admin can select amongst master stock and centralized inventories.

    Default Product Status for Outlet- The admin can set enable or disable as the default product status. This will allow reflection of the status as the admin adds products to the POS systems.

    Enable Unit Price Feature- The admin set this field as enable, to allow selling of the product according to the weight (if the product is having weight) in the outlet.

    Enable Mails at POS end- On enabling this field, both the admin and customer will receive mails as the customer places orders.

    Type of Orders at POS End- Setting this field as Offline will allow quick processing of orders. The admin can later choose this as Online to auto-sync the orders.

    Quantity For Low Stock Warning– The admin will mention the maximum product quantity to display a lower stock message.

    Invoice Logo- The admin can add a logo of the organization that shall be visible on the invoice.

    Web App Settings

    webkul_Woocommerce_Point_of_-Sale_System_admin_configuration_web_app_settings
    • Name and Short Name: The admin can set the names and short names for the following fields that will be visible in the web application.
    • Theme and Background color: The admin can even set the theme and background color of the application.

    Media

    This section will contain the App Icon in different dimensions as shown in the image below.

    webkul_Woocommerce_Point_of_-Sale_System_admin_configuration_icon

     

    Customer Settings

    Under Customer Settings, the admin can add the default customer as shown in the image below.

    pos customer setting
    default_customer

    In the frontend, the default customer for the POS will display in the tab (named John, in the image below), present in the bottom of the cart. 

    Payment Methods

    The admin can allow payment methods for recording purposes. These methods will be visible at the time of checkout to the sales agent.

    webkul_Woocommerce_Point_of_-Sale_System_admin_payment

    In order to add a new payment method, the admin can click on the ‘Add New’ button. However, the admin can Edit or Delete the existing payment method.

    webkul_Woocommerce_Point_of_-Sale_System_paypal_payment

    Herein, the admin can enter details like- Payment name, slug, and description. The admin also has the privilege to enable or disable the same.

    Note – The added payment method must be selected in the respective outlet so that it will be visible when POS user checkout at the POS panel.

    POS_Outlet

    Mass Assign

    In the case of Select Inventory Type, we have an additional field of POS Mass Assign where the admin will – 

    • Enter Quantity: Add a default quantity of the product. 
    pos mass assign

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

    If you configure the value (say 20) for the field Enter Quantity, the quantity 20 of product P1 will be assigned to both the outlets automatically.

    The Enter Quantity field basically bulk assigns the default product stock to the POS outlets and enables the POS assigned products, automatically.

    Hence, the master stock of the product P1 will become 140.

    Let’s see how –
    P1 stock value in Woocommerce store (100) + stock of P1 in Outlet 1 (20) + P1 stock in Outlet 2 (20) = 140

    Note – If new products got added to the outlet then the stock can be assigned using POS mass assign. But for the further stock update, the admin has to work manually.

    The POS Wizard

    On activating the plugin, a pop-up, as shown in the image below, will display to either Run the Setup Wizard or Skip setup.

    Clicking the Run the Setup Wizard navigates the admin to the wizard setup page. 

    d

    On choosing to skip the wizard setup, so as to configure the wizard later, the admin can navigate to Woocommerce Point Of Sale > Settings > General Settings. 

    start wizard

    Under General Settings the admin will find the Setup Wizard tab as shown in the image below. 

    As the admin clicks on the Setup Wizard tab, it redirects to the Wizard Configurations page as shown in the image below. 

    Initially, the admin will find the Begin Wizard menu option as shown below. The admin needs to click on Let’s go! to set the POS configurations. 

    x

    Clicking the Let’s go! tab navigates the admin to General Settings as shown in the image below. 

    Under the General Settings, the admin needs to add the API Username, API Password and Select Inventory Type and click on Next! to switch to further settings. 

    c
    d

    Thereafter, the admin needs to configure the Web App Settings, under which the admin adds the Name, Short Name, Theme Color, and Background Color. 

    Further, the Default Customer configurations details need to be set by the admin as shown in the image below. 

    d

    Henceforth, the Wizard is ready as the admin navigates to the Ready menu option, under which the admin can Create an Outlet and Import Outlets. 

    d

    Point Of Sale- Outlet

    Two tabs that are present under the Ready menu option are Create an Outlet and Import Outlets tab. 

    • Create an Outlet: It redirects the admin to the Add New Outlet page as shown in the image below. 
    add new outlet
    • Import Outlets: It redirects the admin to Imports Outlet’s wizard for importing the outlets as shown in the image below.
    • The admin needs to choose a sample file, for example, sample_outlet.csv, and click on the Continue tab. 
    d

    This will redirect the admin to the next step i.e. Column Mapping, under which the admin can map CSV fields to Outlets. 

    d

    The admin clicks on Run the importer tab to carry out the import process.

    Once the import process is complete, it shall display a message “Import Complete! 2 outlets imported,” as shown in the image below.

    x

    When the outlet import process is complete, the admin may click on the View Outlets tab, which redirects the admin to the Outlet list page, as shown in the image below. 

    d

    Managing Outlets

    The admin can navigate to Point of Sale > Outlets, and find a list of outlets present. 

    manage outlet

    Wherein the admin can add a new outlet, edit and even import an outlet. The admin can click the Add New and Edit and Import tabs, respectively, for the same.

    On clicking the POS Login button, it redirects to the POS agent login page as shown in the image below. 

    nj

    The admin can click on “Outlet Report“, to view the reports of each outlet.

    outlet reports

    Also, the admin can select outlets to Activate/ Deactivate/ Delete the outlet(s) from the Bulk Actions.

    On clicking the Add New button, the admin can add a  new POS Outlet that can be added. 

    webkul-woocommerce-point-of-sale-add-new-outlet-1

    Editing a POS Outlet

    To edit any Point Of Sale outlet, the admin needs to click on the Edit option for that specific outlet in the Outlet List page. 

    The admin can update the details of the outlet and assign products to the outlet, accordingly as shown in the image below.

    webkul-woocommerce-point-of-sale-edit-outlet

    Under the Manage Products tab, the admin will assign the products to the outlet by enabling the products for the outlet and then assign them the POS stock accordingly.

    manage products

    Point Of Sale Products

    Under the Products menu option, the admin can view all the products associated with his store.

    Also, the admin can generate barcodes for the products. These products can be added to the cart during the check-out process by POS User.

    The admin can navigate to WooCommerce Point of Sale > Products to generate barcodes for the products.

    generate product barcode

    The admin will select the products for which you want to generate the barcodes. 

    The options, either Generate Barcode by ID or SKU can be chosen from the drop-down as shown in the image below. 

    Note: The admin can-

    • Generate Barcode by defining the barcode generation on the basis of product Id or SKU.
    • POS users can add the product to the cart by scanning the barcode (Generated based on SKU or Product Id) available on the product.
    bulk option update

    Thus, it allows the admin to easily print a barcode for a product on the basis of product id or SKU for a quantity by clicking on the Print Barcode button available on the product. Note – Please choose A4 as the paper size in the printer.

    The admin will add the quantity of the barcode to print.

    print barcode slip

    Barcode generation for Variable Product

    The admin can click on the barcode button to view the barcodes for all the variation of the variable product.

    The admin needs to select the product and select Generate Barcode by ID or Generate Barcode by SKU option, to generate the barcodes for the variable product.

    generate barcode using sku
    variation-1

    Thereafter, the admin can click on the barcode button to view the barcode (By Id or SKU ) for each variation and can also print the barcode for each variation accordingly.

    Master Stock Management

    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.

    mass product edit

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

    update masterstock

    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”.

    manage quantity

    The admin will add the POS stock to the product by selecting the outlet.

    Thereafter, the admin edits the outlet and then manage products the admin will add the POS stock to a product accordingly.

    Master Stock Management for 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. 

    Also, the admin provides the stock quantity to that variation for the store.

    manage stock quantity

    After providing the master stock to the variable product, the admin will add the POS stock to all the variations of a variable product.

    Wherein, the admin will set the variation stock by clicking on the Set Variation Stock button.

    variableproduct
    variation-1

    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.

    Add / Manage POS users

    The admin can add/ delete/ manage POS users by navigating to Point Of Sale > Users. 

    users

    Adding a POS User

    Under Users, the admin will find the Add New tab, clicking which the admin can add a new POS user.

    The admin can navigate through Point Of Sale > Users > Add New to add a new POS User.

    add pos user

     

    Editing a POS User

    On clicking the Users, a list of POS Users opens up as shown in the image below. 

    user list

    As the admin clicks on the Edit option (by hovering the mouse under the username) for a specific POS User, it navigates to the Edit POS User page as shown in the image below.

    update pos user

    Here, two users can be assigned the same outlet for proper management of the outlet.

    Point Of Sale Orders

    The admin can navigate to WooCommerce Point Of Sale > Orders, to view the list of orders as shown in the image below.

    pos order

    Also, the admin can view the Order Details for a specific order.

    order view

    The admin simply needs to click on the order, for instance, #211, in order to view the order details.

    Point of Sale – Create Custom Invoice – Admin Workflow

    The admin can create a custom invoice template and can then use it for POS orders. for this go to the Point of Sale > Invoice Templates 

    Click the Add New Template button as shown below.

    Invoice-Templates-‹-POS-for-WooCommerce-—-WordPress

    Now enter a required name for the invoice and click Save.

    Invoice-Templates-‹-POS-for-—-WordPress

    As a result, a success message will appear and a section named Editor right next to the General tab.

    Invoice-Templates-‹-POS-for-WooCommerce-—-WordPress099-1

    Edit Invoice

    Now once the admin adds a new invoice, initially it will be set to default which the admin can change as per the requirements.

    cfecm

    To create a custom invoice as per the requirements the admin can select any element present on the invoice as shown above. As a result, the selected Element Properties will be visible in a table right next to it.

    The element properties allow the admin to change the look and design of the customs invoice by changing its alignment, border width, padding, color, label, font and so much more.

    The admin can also remove an element by selecting it and clicking the remove button and can also discard all the changes made by clicking on the Reset Default button.

    Note: The admin can check the Pre-defined Variables list to check what the default name of the elements stands for.

    Add an Element to the Custom Invoice

    The admin can even add a new element to the invoice by selecting a space in the invoice and clicking on the Add icon next to the reset tab. thus a list of types of elements will appear, the admin can choose the required type as shown below.

    Invoice-Templates-‹-POS-for-WooCommerce

    The admin can click on the Save button to add the custom invoice.

    The admin can check the view of the Invoice by entering the POS User ID & User’s Outlet’s Order ID and click Submit as shown in the below image.

    Invoice-Templates-‹-POS-for-WooComm

    Assign Invoice to an Outlet

    Now, the admin can assign a created invoice to any of the outlets, this helps the admin to assign different invoices to different outlets.

    Firstly, go to the Point of Sale > Outlets and then click the edit button. Select the required invoice from the drop-down menu in the section Select Invoice Template and click the Update outlet.  

    Outlets-‹-POS-for

    Now, the same invoice will be fetched when clicked on the print invoice button on the front end.

    Point Of Sale Reports

    The admin can navigate to WooCommerce Point Of Sale > Pos Reports, to view the Order, Customer, Stock, and Tax reports for a specific time duration (yearly, last month, this month, last 7 days).

    The time duration can also be chosen if the admin wishes to view the reports for a particular time period as shown in the image below.

    pos report

    Order Report

    Under Reports, the admin can view sales according to date, products, categories, and coupons. POS report can be exported in CSV file by clicking on ” Export CSV“.

    The admin can also choose the payment method and outlet for which the admin wants to view the report.

    Sales by Date

    Under Order, the admin can view total gross sales, average gross daily sales, total net sales, average net daily sales, number of placed orders, purchased items, shipping charges, and worth of coupon used.

    sales by date and export report

    Sales by Product

    sales by product

    The admin can view top-selling products, top freebies, and top earner products. The product search option also available here.

    Sales by Category

    sales by category

    Under Sales by Category, the admin can choose the categories and view the sales of those categories.

    Coupon by Date

    coupon by date

    The admin can select all coupons or pos coupons. The admin can view total discount, number of used coupons, the most popular discount, and the most discount.

    Customer Report

    Under Customer Report, the admin can view the number of orders, money spent, last order date and other details of each customer.

    The admin can also choose the payment method and outlet for which the admin wants to view the report.

    The admin can refresh and edit the customer details by clicking the refresh and edit button respectively as shown in the image below.

    pos report by customer

    Stock Report

    The admin can select an outlet and view the Low in Stock, Out of Stock, and Most Stocked product for the respective outlet.

    Also, the admin can also edit the product and view the product at the frontend by clicking on the edit and view button respectively.

    pos report most stocked

    Tax Report

    The admin can view tax reports ( taxes by code and taxes by date) under the Tax tab.

    Also, the admin can choose the payment method and outlet for which the admin wants to view the report.

    In the image below, the admin chooses to view the Taxes by code

    pos tax report

    The admin can even choose to view Taxes by date as shown in the image below. 

    pos tax report by date

    POS Reports – Sales Agent End

    The plugin features POS Reports at the sales agent end which clearly help the sales agent to get the analysis of the sales made by the help of various reports represented by line and bar charts.

    The sales agent in order to view reports will navigate to the Reports section on the POS end.

    Screenshot-1-4

    The POS agent can take a look at Gross Revenue, Net Revenue, Orders, Avg Order Value, Item Sold, Refunds, Discounted Orders, Gross Discounted, Total Tax, Order Tax, Cash Payments & Other Payments reports by the help of charts.

    Screenshot-14

    The sales agent can use the Date Range option to specify for which dates to be included to view the reports. The Date Range Picker is having a variety of popular presets allow you to quickly choose some common date ranges:

    • Today
    • Yesterday
    • Week to Date
    • Last Week
    • Month to Date
    • Last Month
    • Quarter to Date
    • Last Year
    Screenshot-13-1

    The sales agent can even filter out the reports like by day, hour, a week etc. which totally depends on the basis of the date range options like a year, month, week or day.

    For instance as shown reports for a day.

    Screenshot-from-2020-04-20-19-04-50

    The sales agent can also view the reports by selecting up a custom date range as per the desired date range.

    Screenshot-14-1

    On the custom picker, you can either manually enter the start and end date using the provided input fields, or use the calendar to make your selection.

    After either choosing a preset, or a custom date range, click the Update button to modify the data in the report. 

    Charts Types Available For Reports Representation

    The reports can be represented by the help of two chart represenation i.e Inline & Bar Charts.

    Inline Chart Reports

    Screenshot-4-2

    Bar Chart Reports

    Screenshot-5-2

    Charts Section

    The following charts are available for the reports display:

    Gross Revenue

    The total sales made in the selected time period without any deductions involved.

    Net Revenue

    The sales that a company recorded and then subtracting direct selling expenses, like, discounts and returns.

    Screenshot-6-1

    Orders

    The number of new orders placed for a selected date range.

    Average Order Value

    The Net sales recorded per new order.

    Screenshot-7-1

    Items Sold

    The discrete numbers of items sold.

    Refunds

    The money refunded to the customers against the orders.

    Screenshot-8-2

    Discounted Orders

    The count of orders with a coupon applied.

    Gross Discounted

    Total sum of discounts from coupons.

    Screenshot-9-1

    Total Tax

    Reports as per Order Tax + Shipping Tax.

    Order Tax

    The total of tax applied to items in an order.

    Screenshot-10-1

    Cash Payments

    The total payment received through cash only.

    Other Payments

    The total payment received by the other mode of payments like online payments etc.

    Screenshot-11-1

    Point Of Sale Functionalities

    The POS user will enter his login details provided by the admin to access the front-end of the POS system.

    woocommerce-pos-login

    The left navigation drawer displays the menu option, each menu options its own set of functionalities allowing the POS agent to monitor the POS outlet effectively. 

    It includes the following menu options: 

    • Home
    • Customer
    • Cashier
    • Orders
    • Settings
    • Reset
    • Logout.
    webkul_Woocommerce_Point_of_-Sale_System_left_navigation

    POS Cash Drawer

    The POS agent, after logging in to the POS has to enter some cash drawer amount.

    A tab opens which asks the POS User to enter the “opening amount for the cash drawer”.

    The POS agent enters the cash drawer amount, for example, 1000 as shown in the image, which is the required cash drawer amount for that particular day.

    webkul_Woocommerce_Point_of_-Sale_System_opening_cash_drawer

    After login, the POS user will see his panel, where all the products are displayed that are assigned to the outlet.

    Additionally, the cart option will contain all the ordered products by the customer.

    webkul_Woocommerce_Point_of_-Sale_System_frontend

     

    webkul_Woocommerce_Point_of_-Sale_System_type_search

    The POS user can search products by typing the product name in the search bar and add the products to the cart as need be.

    webkul_Woocommerce_Point_of_-Sale_System_category

    Also, a POS user can look for the products in their respective categories. On the basis of the SKU of a product, the POS user can search for products and add the products to the cart as required. 

    webkul-woocommerce-pos-product-search-on-the-basis-of-sku

    By clicking on the icon, the POS user may view the category lists through which he selects a category, to choose the product.

    webkul_Woocommerce_Point_of_-Sale_System_categories

    Using the search bar and the product category, the POS User can search for any product of any product type. In the case of variant products, the POS User can search the main product by using its name or SKU in the search bar.

    admin-end

    Once, the main product appears on the POS screen then can select its variant for the customer.

    POS-screen

    Note – Only the Main product name or SKU can be used for searching the Variable Product.

    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.

    webkul_Woocommerce_Point_of_-Sale_System_add-1

    Then 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 as shown below.

    Add_customize_product

    After that, the product will be visible in the cart for the checkout process.

    webkul-woocommerce-pos-product-search-on-the-basis-of-sku

    The POS user can add products in the cart by using both the barcodes ie SKU and Product Id.

    webkul-woocommerce-pos-enter-barcode

    Cashier Management

    Under the “Cashier” tab, the POS agent 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 display the opening amount which is $1000.00 here, today sales and the expected amount in Drawer, $1519.00.

    Under the Counted Drawer Amount displays the cash amount and the remarks.

    Thus, the counted drawer amount is the cash amount that is collected for a particular day. 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.

    webkul_Woocommerce_Point_of_-Sale_System_cashier-1

    Under Cashier, another option “Today Cash” is available which displays the cash opening balance which is $1000 and the current cash balance as $487.00 and the current card balance as $32.00.

    The “order id”, “time”, the “orders” and “payment mode” placed is also visible to the POS agent under the Today Cash option.

    webkul_Woocommerce_Point_of_-Sale_System_cashier_cash

    The POS agent 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.

    Thus, the total sale displays the total sales after adding up the cash and the card sale.

    However, the data will be visible in this section when the cash drawer is closed in the “Close Counter” section.

    xc

    Order Management

    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.

    So, the POS user can see all these details in his panel.

    webkul_Woocommerce_Point_of_-Sale_System_order_management

    Customer Management

    On adding the products to the cart the POS user can add customer details by clicking on the Default Customer option.

    Henceforth, the POS user can follow the steps as shown in the screenshot below.

    add_new_customer

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

    New_customer_details

    After adding the customer details, the POS user will see a “customer added successfully”, pop-up message.

    The user can select the customer from the customer’s field to pay for the order and then process further to Hold the Cart to process it after some time or can click on the Pay button to pay for the order.

    In the image below, the customer that was added is visible. The tab named as “Jenny” which is displayed in the cart. 

    customer_cart

    Checkout

    At the time of payment, the customer has two options to pay for the order – cash payment, and other payment.

    webkul_Woocommerce_Point_of_-Sale_System_checkout-3

    Here, the customer can even go for a split payment wherein they can pay money in cash as well as any other payment methods.

    Other Payment includes all the payment methods enabled by the admin like Paypal, credit/debit card and many more.

    Herein, the monetary transactions are done outside the system. Whereas, POS just records the fact that via which payment method the payment was received.

    Thus, the POS agent can accept payment in cash, via card or split the payment between card and cash.

    webkul_Woocommerce_Point_of_-Sale_System_pdf

     

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

    Applying a 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.

    webkul_Woocommerce_Point_of_-Sale_System_coupon

    Thereafter, the user will get a pop-up message coupon applied successfully and can see the coupon applied in the cart as well.

    webkul woocommerce point of sale cop

    When the coupon is applied successfully, it displays in the cart, under the “coupon” option as shown in the image below. 

    webkul woocommerce point of sale coupon 2

    Discount- Point Of Sale System

    Discount may be applicable to the cart item in two ways, percentage-wise and as Flat Discount.

    The image given below displays the “Apply discount to sale” which appears on clicking the “Discount” option in the cart.

    webkul_Woocommerce_Point_of_-Sale_System_discount

    In the image below, on the “Apply discount to sale” tab, the POS agent selects the “%” option, which tabulates the discount for cart products on a percentage basis.

    The “Grand Total” displays the discounted amount for the products.

    Cart On Hold

    The user can put a cart “on hold” to process it after some time by simply clicking on the Hold Cart option in the panel.

    webkul_Woocommerce_Point_of_-Sale_System_cart_on_hold

    The image below displays the “Order Note” tab which opens after the POS user has put the Cart on Hold.

    Thus, the order note is entered and the cart is put on hold, which can be processed later.

    webkul woocommerce point of sale order note

    The user can see the hold carts in the top right corner of the cart and can directly visit them from there or can navigate through POS > Order > Hold Sale.

    cart_on_hold

    Offline Orders- Point Of Sale System

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

    webkul_Woocommerce_Point_of_-Sale_System_offline

    After the outlet is online, the user can synchronize the offline sales with the online store and can see all those orders in the sale history after that.

    offline_order_sync

    The image displays the offline orders that are synchronized with the online POS store under the Order Tab > Sale History.

    webkul_Woocommerce_Point_of_-Sale_System_sales

    Sales History- Point of Sale System

    Here the user can see all the sales recorded in the system and can view any order history or can generate an invoice for the same.

    Thus, the user can navigate to POS > Order > Sale history to see the details.

    Inline Price Edit

    In the POS cart if the POS agent added items and now sales agent wants to reduce the price so they can easily edit the price of the product.

    webkul_Woocommerce_Point_of_-Sale_System_edit_product_price

    The discount prices shall be visible at the order page and invoice as well.

    webkul_Woocommerce_Point_of_-Sale_System_discounted_pdf

    Adding Customer Based Discount :

    Adding Customer based discounts helps in enhance store sales by attracting customers. Herein, the admin will enter different prices for different customer groups.

    Thus, from the backend, the admin can create a coupon for the POS products based on the different groups by adding an email address.

    When the POS user will choose a particular customer group then the discount coupon will be applied to the particular order.

    webkul_Woocommerce_Point of Sale_System_group_discount

    Point of Sale unit price:

    The admin can set the unit price based on the weight of the product.

    webkul_Woocommerce_Point of Sale_System_weight

    Here, the sales agent will enter the product weight and it will automatically calculate the price of the product.

    webkul_Woocommerce_Point of Sale_System_weight-price

    Point Of Sale Setting

    The POS users can navigate to POS > Settings to configure their Account Settings and  Other Settings to configure the POS.

    point of sales settings account

    In the Other Settings tab, the user can select invoice printer and click on save settings.

    pos_settings_tab

    Moreover, under the “Settings” tab, Select Invoice Printer, the POS agent may choose the printer option for printing the Invoice.

    The option available under the Select Invoice Printer is- A3 printer, A4 Printer, A5 Printer, Epson TM-T88V Thermal Printer and A6 Printer.

    Reset – Point Of Sale

    The Reset button in Point Of Sales gives the power to the POS user to refresh the POS frontend, allowing the changes done to reflect in the frontend. 

    webkul_Woocommerce_Point of Sale_System_reset-1

    Reset Cart- Point Of Sale

    This will remove the products in the cart and refresh it. Henceforth, it allows the sales agent to again add the product in the cart.

    webkul_Woocommerce_Point of Sale_System_reset_cart

    POS Desktop App

    POS Desktop App POS plugin along with world-first POS Desktop Application. We make it easy for our users to install the desktop application for any operating system from Google Chrome Browser.

    The user can download the desktop app by clicking on the ”+” sign in their chrome browser as shown below:

    webkul-install-desktop-app-5

    A new desktop app window will get appear. The salesperson can manage POS products, orders, transactions, etc even faster from the desktop app.

    desktop-app-5

    PWA POS Mobile APP

    This module also provides a PWA POS mobile application that works in low internet connection, load on the home screen, etc

    To do so, the user needs to open POS link in the browser of the mobile device, then click on the menu icon of the browser to add the application on the home screen as shown below.

    wocommerce-pos-pwa-add-home-screen
    wooommerce-POS-PWA-app

     

    After that, the user can view the app icon on the home screen of the mobile. A user can click on the application to launch it.

    home-screen-POS-PWA-mobile-app

    Tapping on the icon will open the PWA POS app on your mobile. Now users can access POS products, categories, orders, etc. easily through a mobile devices in portrait view.

    PWA-POS-1-1
    PWA-POS-Mobile-app

    Page Not Found Error- Point Of Sale System

    Whenever there is a missing page in the POS the sales agent can see 404 pages not found an error.

    webkul_Woocommerce_Point of Sale_System_type_error_page

    That’s all for the WordPress WooCommerce POS extension. If you have any queries or suggestions regarding the extension then you can get back to us at webkul.uvdesk.com.

    Current Product Version - 3.6.1

    Supported Framework Version - WordPress, 5.0.x, 5.1.x, 5.2.x, 5.3.x, 5.4.x, 5.5.x, 5.6.x, 5.7.x, WooCommerce, 4.0.x, 4.1.x, 4.2.x, 4.3.x, 4.4.x, 5.1.x, 4.5.x, 4.6.x, 4.7.x, 4.8.x, 4.9.x, 5.x

    . . .
    Discuss on Helpdesk

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    82 comments

  • Sava Mali
    Do you support Woocommerce Product Add-Ons plugin?
    Example: I am selling a product pizza and customers can choose ingredients by selecting checkboxes (Cheese, Ham, Bacon, etc)
    • Vipin Kumar (Moderator)
      Hello Sava

      If you want to integrate third-party plugin with our POS it can be done through customization. You can email us your complete requirements at [email protected] then we will get back to you accordingly.

      Thanks & Regards
      Webkul team

  • Byron Thompson
    Why does a significant portion of the products on my website not synchronized with this program? And worst, when search for the product, the program still doesn’t find it. How do I remedy that?
    • Archana Tiwari (Moderator)
      Hello Byron,
      Currently in this module, the admin need to enable the products for the outlets then only those products will be displayed in POS.
      Further, please share the same on [email protected] so that the concerned team can check and assist you.
      Thanks
  • Najeeb Ahmad
    Hi,

    Seems good system, But how do I get profile/loss reports. I don’t see any section to define the product cost.

    • Neelesh Singh (Moderator)
      Hello There,

      If you have some specific requirements it can be done through customization. You can email us your complete requirements at [email protected] and we will get back to you accordingly.

      Thank You

  • ΚΩΝΣΤΑΝΤΙΝΟΣ ΜΠΕΛΙΜΠΑΣΑΚΗΣ
    hi there i am interested buying your plugin.however need to know if it is possible to show stock availability (cashier)prior adding it to cart
    • Jyotsna Gautam (Moderator)
      Hello there.
      Currently this option is not available in the plugin but if you want, it can be implemented through customization. Please email your complete requirement at [email protected] and we will get back to you accordingly.
      Regards
  • Jeremy
    how do I connect the payment settings? The tutorial was not clear – I added the name of the payment system but it did nothing – thank you
  • Lucas White
    This blog is really remarkable. Keep sharing more useful and conspicuous stuff like this. Thank you so much.
    • Archana Tiwari (Moderator)
      Hello Lucas,
      Thanks for the Appreciation. In case of further queries, please drop us a mail at [email protected] and we will for sure assist you. Thanks
  • lucas white
    This blog is really remarkable. Keep sharing more useful and conspicuous stuff like this. Thank you so much.
    • Zeba Hakim (Moderator)
      Hello Lucas,
      Thanks for the valuable words. Keep connected for many more articles.

      For more queries kindly share it on [email protected].

      Thanks and Regards.

  • Marvin
    How can I customize the receipt?

    Is this support the dedicated printer, not a standard A4 printer?

    Thank you

    • Subhangi (Moderator)
      Hello Marvin,

      If you want to customize the receipt, then it can be done via customization. For that, you can write to us at [email protected].
      If your printer is compatible with the browser, then it will work fine with our POS. Also, you can select the option in which you want to print the invoice i.e A3, A4, A5, and A6.

      Thank You.

  • Ishwarya Lokesh
    How to integrate ATM swipe machine during payment
    • Archana Tiwari (Moderator)
      Hello Ishwarya,
      Currently, the card swapping machine is indirectly connected to the POS so the POS user will first make the payment through card swipe machine(out of the system) then enter the amount in POS manually.
      In case of further requirements please drop us a mail at [email protected] so that the team can update you accordingly.
      Thanks
      • Ishwarya Lokesh
        I have sent Email, My Main Question Is It Possible To Enter That Payment Was Made Through Swipe Machine In Webkul Woocommerce POS
        • Archana Tiwari (Moderator)
          Hello There,
          Yes, the admin can create various payment methods from the admin panel for keeping accountability so that the admin can know that the payment is done through which payment method.
          Thanks
  • Andreas Shapaka
    Hi,
    Does this plugin have a laybuy/layaway, buy on account or pay later features?
    • Archana Tiwari (Moderator)
      Hello Andreas,
      Greetings for the day,
      Currently, the required feature to pay later is not yet available in our POS module. If you want us to implement this feature then this will require extra efforts from our end. Please mail us at [email protected] with your complete requirements and we will assist you accordingly. Thanks
      • Mooko
        Hi was this feature implemented? I’m needing this
        • Subhangi (Moderator)
          Hello,
          Please mail us at [email protected], so that we can assist you accordingly.
          Thank you.
  • Brett
    When I open the POS system in your demo it defaults to All Categories. If I make a sale it again defaults to All Categories. Can I change this to default to a particular category eg Bar or Clothing ?
    • Subhangi (Moderator)
      Hello Brett,
      On the POS system, you can check all the categories. For the reference, check here-https://prnt.sc/szeypy. For more queries you can create a ticket from here -https://webkul.com/contacts/#webkul-contact.

      Thanks

  • Jann
    Hi folks, can you upload instruction for thermal receipt printers: Star TSP100. I’ve tried the demo and gone through the settings but it seems not to either be supported on non-functional. Other POS demos through code canyon work fine. Thanks.
    • Archana Tiwari (Moderator)
      Hello There,
      All the printers are supported with our POS.
      You can purchase the module if any issue arises then you can mail us at [email protected] and we will for sure look into the issues and resolve them. Thanks
  • Hüseyin Karayapi
    Hello,
    I have a pizza delivery service, I want to buy your wonderful plugin.
    Before buying, do I need to know whether it is possible for customers to call if caller ID is possible?
    Thanks for your answer and bius soon.
    Hüseyin
    • Zeba Hakim (Moderator)
      Hello Hüseyin,

      Thanks for showing interest!

      For now, the Caller ID feature is possible manually. Likewise, if the customer calls then you can record the order in the system and then process the delivery for the same. Additionally, here the shipping charges will be managed out of the POS.
      However, if you require any type of automation then that will be done via customization. For this kindly contact us on [email protected].

      Regards.

  • Johnson
    Does it support customer display (for dual screen) and product discount rules (like buy x get y)
    • Rajan Dimri (Moderator)
      Hello there,
      it doesn’t support customer display (For dual screen). Regarding product discount rule (like buy x, get x) if you want this feature then it can be done through customization. Please share your complete requirements at [email protected] so that we can assist you accordingly.

      Thank You!

  • D.
    good morning,
    Does the system have no option to restrict certain functions depending on the user?
    How would you limit the use of certain system options?
    • Rajan Dimri (Moderator)
      Hello there,
      Which functionality do you want to restrict based on the user? Please share your complete requirements at [email protected] so that we can assist you accordingly.

      Thanks!

  • Ben
    Is there any way to load an online order from woocommerce order type = paymnent pending?
    • Rajan Dimri (Moderator)
      Hello there,
      If you want this feature in the plugin then it can be done through customization. Please share your complete requirements at [email protected] so that we can assist you accordingly.

      Thanks!

  • Shally M
    I have POS printer xprinter xp-n160ii, Can I use this as the printer
    • abhishek oberoi (Moderator)
      Hello Shally,
      Greetings for the day!
      For sure, the POS printer xprinter xp-n160ii will work with our WooCommerce POS system if it works well without any issue on your system.
      Thanks & Regards
      Team Webkul
      • Debbie
        Is there a hardware guide for POS? I want to use POS for retail too. I need an ipad, customer receipt printer, cash drawer and barcode scanner.
        • Goldy Bhargava (Moderator)
          Hi there,

          Generally, we do not have any separate hardware user guide for the plugin. We have mentioned all the supported hardware in this user guide only like

          We need to have devices having a 1280 px. screen resolution or above. Currently, we are working on to make the POS work with up to 768 screen resolution and above.

          Regarding barcode scanner & printer you can use any. If you want to have vendor POS functionalities, you can go through our Marketplace Point of Sale System WooCommerce plugin https://store.webkul.com/woocommerce-multi-vendor-pos-plugin.html.

          The vendors too at the retail store will need to have the same hardware specification as mentioned.

          In case of any further query or need any clarification, kindly email us at [email protected]

          Thanks

  • Herman
    if you create via your POS an order, what is the consequence of it in the woocommerce back end. Of course, an order is created 🙂 But is there also an invoice created? is it possible to have a choice between an invoice (which need to include the VAT number) or a “regular” customer. If a new customer is created in the POS, is it also saved in woocommerce as customer? thanks for the feedback
    • Rajan Dimri (Moderator)
      Hello there,

      If you created order from your POS then the order will also be displayed at your WooCommerce store. The admin can visit that order page and then email the invoice to the customer as well. Yes, if you created a customer using the POS, the customer will be added to your WooCommerce store.

      And if you want any additional feature in the plugin please share your complete requirements at [email protected] so that we can assist you accordingly.

      Thanks!

  • Greens
    The “plus” symbol to install the desktop app is not showing – how do we resolve this? thanks
  • Todd
    How do you access the FRONT END of the pos system?
    • Raahim Salmani (Moderator)
      You can use the same URL but instead of admin in the last of the URL use poslogin and make sure that the admin panel is logged out.
      Here is the demo URL-https://wpdemo.webkul.com/woocommerce-pos/
  • surendra reddy
    Hi, can we enable the only offline sale to a particular product?
  • Allan
    Hi,

    I want to know if my barcode printer is connected to my PC and I run the POS System via a Google Chrome Browser and Scan the Barcode. Will it add the products to the cart?

    • Raahim Salmani (Moderator)
      Hi Allan,
      As per the scenario which you have mentioned it will work.
      • Debbie
        What hardware is compatible for a vendor also running a retail store with this POS? Is there a compatible Hardware Guide?
        • Goldy Bhargava (Moderator)
          Hi Debbie,

          If you want to have vendor POS functionalities, you can go through our Marketplace Point of Sale System WooCommerce plugin https://store.webkul.com/woocommerce-multi-vendor-pos-plugin.html.

          The vendors too at the retail store will need to have devices having a 1280 px. screen resolution or above. Currently, we are working on to make the POS work with up to 768 screen resolution and above.

          Regarding barcode scanner & printer you can use any & there is no such specific hardware guide.
          In case of any further query or need any clarification, kindly email us at [email protected].

          Thanks

  • Alastair Lewis
    Hi. How do I manage settings to open cash drawer when taking payment? I have a drawer connected to my thermal printer
  • Willi
    Can I use a Brother QL-800 thermal printer for printing Barcode labels?
    • Vinay Singh (Moderator)
      Hi Willi, Yes you can use the Brother QL-800 thermal printer for printing barcodes. If you have further queries then you can reach us directly at [email protected].
  • reza
    is there any type of expenditure? Example of a cashier buying equipment ?
  • reza
    is there any type of expenditure? Example of a cashier buying equipment
  • Rahul Shukla
    Is there any batch management system for products , How i can manage my products as a batch?
  • PANKAJ PANDEY
    No any contact no to talk with your person or robot any douts who clear to talk with your agent.
  • Rina Patel
    WooCommerce Point of Sale System is good POS system. It has many good features like work both online and offline,admin can create multiple stores, effective sales and inventory management system for the admin, Hassle-free payment via cash, card or split method and checkout system,etc.

    You can also look for PosTree POS(https://postree.ie/) system. It is the most user-friendly but also cost-friendly POS software for a small restaurant. It is a comprehensive technology platform for restaurants. It’s solutions are customizable, so that you can manage all your activities under one platform. It helps you achieve cost efficiency, reduce manual work and focus more on savings & growth.

  • Salomon Sterimberg
    Is it availlable to put in spanish language?
    • Vinay Singh (Moderator)
      Yes, we provide multi-lingual support for our plugin and will provide you the pot file using which you can easily translate the plugin to the Spanish language.
  • Olivier St-Louis
    Hello, how are card payments processed? Is Stripe supported?
  • Daniele
    instead of an invoice it is possible to print a normal receipt?
    • Vinay Singh (Moderator)
      Hi Daniele,

      We can customize the invoice receipt as per your requirement. Please contact us at [email protected] with your requirements so that we can assist you accordingly. Thanks!

  • Saravanan
    I purchased the theme Woocommerce POS but I installed the plugin and activated. Now I couldn’t access my Dashboard of WordPress. I don’t know why it’s happening to us. Can you please help on this installation. Can we install the theme/plugin in sub domain or not? because i installed this in sub domain.
  • Redirect
    Hi I am undable to use your demo plugin in internet explorer, is it not supported?
    I want to use internet explorer to test the plugin because other browsers when I try to use my Honeywell barcode reader to scan a product, it redirects to the downloads page everytime I use the barcode reader, however with internet explorer is doesn’t redirect me to the downloads page.
  • Mdardir
    So I have a woocommerce shop with a lot of customized products that uses multiple plugins to create our custom product. so the product is not just variable it’s a variable product with maybe 200 options choices or add-ons to choose from . I’m looking for POS that could allow us to use the woocommerce single product page since we design it well to handle all these adjustment with ease. Also I would like to be able to look up existing customers with phone number. can your POS handle that??..
    • Vinay Singh (Moderator)
      Hi There,
      You can assign simple and variable products from your WooCommerce store to the POS outlet accordingly but as you are using multiple plugins to add multiple options to a product and want these option to be available at the POS to select while adding the product to the cart then we can customize the POS as per your requirement. We can also provide the option for the POS agent to look for a customer with his phone number. Please contact us at [email protected] with your requirements so that our team can assist you accordingly.

      Thanks!

  • Jatinder
    Hi, Can you please let me know how many POS devices are supported?
    • Nishad Bhan (Moderator)
      Hi Jatinder,
      A device such as – iPad, Tablet, Laptop, Mac, Desktop PC which is capable of running a web browser and have at least 7.5-inch screen size with 1280×800 pixel (minimum) resolution will work. To communicate with other POS peripherals, Bluetooth and USB (2.0 and above) connection is also required. For more info get back to us at [email protected]
  • mustofa
    Hi admin,
    How to custom barcode print? example with name product?
    • gunjita joshi (Moderator)
      Hello Mustofa,

      Currently, we generate the barcode on the basis of product id. If u wish to customize the barcode and want to print custom fields on the barcode then we can customize the module as per your requirement.

      You can contact us at [email protected] with your requirements so that our team can assist you accordingly.

      Thanks

  • Oliver Queen
    Hey,
    Great information Glad to find your article. Will love to follow you from now.
    Thanks
    • Nishad Bhan (Moderator)
      Hey Oliver Queen, Thanks for reaching back to us. If you have any doubts or suggestions please get back to us at [email protected]
  • mayuneko
    • Nishad Bhan (Moderator)
      Hi Mayuneko,
      For sure we can provided you with the desired customization as per your requirement. For detailed discussion over the same please raise a ticket at [email protected]
  • dniroi
    Hello,
    I would like to prurchase your wonderfull plugin.
    Before buy it, I need to know if it’s possible to aplly a discount only on 1 product (or more) individually instead of a global discount as mentionned in your documentation.
    If positive, I’ll buy it because, your plugin is really what I want for my business
    Cheers, Dniroi
    • Nishad Bhan (Moderator)
      Hi Dniroi, currently you can apply discount on the shopping cart using a coupon code. Also, if you want to apply the discount on individual products will come under customization. For the same, you may get in contact with us at [email protected]
  • Nawaz
    I am looking POS for food industry. Can i manage ingredient details or can i include/exclude items in coupon.

    Can I request live demo session before purchasing?

    • Vinay Singh (Moderator)
      Hi Nawaz, you can use our plugin for food industry also. You can apply the coupons to products also so that the coupon will only apply to the product added to the cart in the POS.
      As you also want to manage ingredients in the POS then we can customize the POS as per your requirement.
      You can check the live demo of our plugin here – http://wordpressdemo.webkul.com/woocommerce-pos/
      Please share your requirements at [email protected] so that we can assist you accordingly. Thanks!
  • el
    theres no feature for adding tax in price ?
    • Vinay Singh (Moderator)
      Hi There, You can easily add tax price by simply adding the taxes in your WooCommerce settings and enable it on the products accordingly. If you are facing any issue while adding the tax on the cart in the POS then please contact us at [email protected] so that we can assist you accordingly. Thanks!
      • Jatinder Rawat
        Hi Vinay,

        Can you please advice, how many POS devices supported by this plugin?

        • Vinay Singh (Moderator)
          Hi Jatinder,
          Currently, you can connect the barcode printer, barcode scanner, and the order invoice receipt printer with our POS system. If you have further queries or requirements then please contact us at [email protected] so that our team can assist you accordingly.
          Thanks!
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