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.
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 customer based discount is applicable for a few products.
- The POS supports 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.
- Apart from this, it facilitates a POS Wizard setup which helps 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 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 by the help of charts.
- The sales agent can use the Date Range option to specify for 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 which is not available on the website.
- An outlet can have multiple agents assigned to it.
- 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.
- 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@example.com.
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.
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.
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.
Post 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. Additionally, an option to activate the plugin.
Click on “Activate Plugin” to activate the installed plugin.
To know how to translate the module, you can click here.
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.
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-
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.
The admin needs to navigate WooCommerce Point Of Sale > Settings > General Settings, so as to set the configurations details under the General tab.
- API Username and Password which will connect the website with the POS API.
- POS Heading Login will be visible to the sales agent while logging the POS system.
- POS Footer Text 1st line and 2nd line– The admin can mention the footer text of the invoice receipt.
- Brand name for footer section– For the branding purpose admin can mention the name of the organization here. Which is visible in the footer section of the login page of POS.
- Brand Link for footer section- The above name is linked with a URL redirecting towards the brand detail page.
- Select Inventory Type- The admin can select among distributed and centralized inventory.
- Default Product Status for Outlet- The admin can make the product enable or disable by default. This will allow reflection of the status as the admin adds products to the POS systems.
- Enable Unit Price Feature- The admin can enable this field to allow selling of the product according to the weight in the outlet if the product is having weight.
- Enable Mails at POS end- Enabling this field will allow admin and customer to receive mail when a customer places orders.
- Type of Orders at POS End- Setting this field offline will allow quick processing of orders. The admin can make select 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- This is another branding field wherein the admin enters the logo of the organization which will reflect in the invoice.
Web App Settings
- Name and Short Name of the app as visible in web application.
- Theme and Background color of the application.
This section will contain the App Icon in different dimensions.
Under Customer Settings, the admin can add the POS Wizard of the default customer as shown in the image below.
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.
The admin can allow payment methods for recording purposes. These methods will be visible at the time of checkout to the sales agent.
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.
Herein, the admin can enter details like- Payment name, slug, and description. The admin also has the privilege to enable or disable the same.
In the case of Select Inventory Type, we have an additional field of POS Mass Assign where the admin will –
- Enter Quantity: A default quantity of the product.
For Example – There is a Product P1 with the stock value 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
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.
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.
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.
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.
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.
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.
Point Of Sale- Outlet
Two tabs which 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.
- 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.
This will redirect the admin to the next step i.e. Column Mapping, under which the admin can map CSV fields to Outlets.
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.
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.
The admin can navigate to Point of Sale > Outlets, and find a list of outlets present.
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.
The admin can click on “Outlet Report“, to view the reports of each outlet.
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.
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.
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.
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.
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.
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.
The admin will add the quantity of the barcode to print.
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.
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.
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.
Thereafter, the admin edits the outlet and then under 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.
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.
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.
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.
* Note: The admin can assign a single user to an outlet.
Editing a POS User
On clicking the Users, a list of POS Users opens up as shown in the image below.
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.
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.
Also, the admin can view the Order Details for a specific order.
The admin simply needs to click on the order, for instance, #211, in order to view the order details.
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.
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 Product
The admin can view top-selling products, top freebies, and top earner products. The product search option also available here.
Sales by Category
Under Sales by Category, the admin can choose the categories and view the sales of those categories.
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.
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.
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.
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.
The admin can even choose to view Taxes by date as shown in the image below.
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.
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.
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:
- Week to Date
- Last Week
- Month to Date
- Last Month
- Quarter to Date
- Last Year
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.
The sales agent can also view the reports by selecting up a custom date range as per the desired date range.
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
Bar Chart Reports
The following charts are available for the reports display:
The total sales made in the selected time period without any deductions involved.
The sales that a company recorded and then subtracting direct selling expenses, like, discounts and returns.
The number of new orders placed for a selected date range.
Average Order Value
The Net sales recorded per new order.
The discrete numbers of items sold.
The money refunded to the customers against the orders.
The count of orders with a coupon applied.
Total sum of discounts from coupons.
Reports as per Order Tax + Shipping Tax.
The total of tax applied to items in an order.
The total payment received through cash only.
The total payment received by the other mode of payments like online payments etc.
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.
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:
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.
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.
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.
Also, a POS user can look for the products in their respective categories as shown in the screenshot below.
On the basis of SKU of a product, the POS user can search for products and add the products to the cart as required.
By clicking on the icon, the POS user may view the category lists through which he selects a category, to choose the 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.
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.
After that, the product will be visible in the cart for the checkout process.
The POS user can add products in the cart by using both the barcodes ie SKU and Product Id.
Under the “Cashier” tab, the POS agent manages the functionalities like “Close Counter”, “Today Cash”, “Sale History”.
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.
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.
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.
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.
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.
Note: POS user can search customers by their name or email as well.
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.
At the time of payment, the customer has two options to pay for the order – cash payment, and other payment.
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.
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.
Thereafter, the user will get a pop-up message coupon applied successfully and can see the coupon applied in the cart as well.
When the coupon is applied successfully, it displays in the cart, under the “coupon” option as shown in the image below.
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.
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.
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.
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.
Offline Orders- Point Of Sale System
The sales orders which got processed in the offline mode will be seen under POS > Order > Offline Sales.
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.
The image displays the offline orders that are synchronized with the online POS store under the Order Tab > Sale History.
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.
The discount prices shall be visible at the order page and invoice as well.
Adding Customer Group Pricing :
Adding customer group pricing 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.
Point of Sale unit price:
The admin can set the unit price based on the weight of the product.
Here, the sales agent will enter the product weight and it will automatically calculate the price of the product.
Point Of Sale Setting
The POS users can navigate to POS > Settings to configure their Account Settings and Other Settings to configure the POS.
In the Other Settings tab, the user can set the language and currency for the outlet.
Here the POS agent can even modify the currency and language as need be.
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, 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.
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.
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.
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 - 3.4.0
Supported Framework Version - WooCommerce 3.0.X, 3.1.X, 3.2.X , 3.3.X,3.4.X, 3.5.X, 3.6.x, 3.7.x, 3.8.x, 3.9.x; Wordpress- 5.3