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WordPress WooCommerce POS

Introduction

WooCommerce Point of Sale System 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 POS front-end management system for which the admin can assign a store agent who can easily manage the sales and customers at that particular store.

The POS system can work both online and offline with the feature to synchronize all the sales and customer data of the offline store with the online store whenever going online.

The module plays a vital role in increasing day-to-day sales by having a management system to manage online stores along with the physical stores.

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

Features

  • Admin can create multiple stores outlets for his/her online store.
  • Admin can create agents for the outlets to manage sales and customers at their end.
  • The admin can assign master-stock to all products at a time. This master stock can also be done in bulk.
  • Quick addition of new customer by POS agent for their panel.
  • Offline mode for physical stores to work offline in case of poor connectivity.
  • POS agent can synchronize the data with the online store whenever going online.
  • Effective sales and inventory management system for the admin.
  • Allow admin to even have a centralized inventory.
  • Barcode readers can be used to add products to the cart.
  • The Admin can generate a barcode for both product Id or SKU.
  • The POS user can search product on basis of SKU.
  • The POS user can a add product to the cart by both barcodes (product Id or SKU).
  • Hassle-free payment via cash, card or split method and checkout system.
  • At the time of checkout, the POS agent can apply a coupon to the cart.
  • The POS support multiple currencies to allow the sales agent to select the perfect currency for the store.
  • The cart can be put on hold for future processing.
  • Better sales management by POS agent by monitoring sales history, hold sales, offline sales from the POS panel.
  • POS agent can sell a new product which is not available on the website.
  • The admin can view POS reports for a specific time duration(yearly, monthly, weekly) or custom duration. These reports can also be viewed as per date, product, category and coupon code.
  • The POS contains customer report depending on parameters like- totally spent money, number of orders, etc.
  • The admin can view POS stock report – low stock, out of stock and most stock products.
  • The admin can view POS tax reports according to the tax code and date.

Note: The POS system will work with devices having 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 needs to develop the POS application for mobiles accordingly. For mobile application development, you can contact our mobile development team at support@webkul.com.

Installation

The user will get a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel.

For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

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

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

Backend-Panel

The admin can easily manage the back-end from his account, where there are many features to manage the complete POS.

Wherein the admin can-

  • add POS user,
  • add POS outlets,
  • assign a user to an outlet,
  • manage POS products,
  • manage orders, and
  • view outlets report accordingly.

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.

Add / manage POS users

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

Adding a POS User

The admin can click on the add new user option as shown on the above screen or can navigate to POS > Add Pos User.

* Note: Admin can only assign a single user to an outlet.

Editing a POS User

After clicking on the Edit option, the admin will move to the edit user page as shown on the screen below.

Managing Outlets

For this, the admin needs to navigate to POS>Outlet. Wherein the admin can add new and edit outlet by clicking on Add New and Edit respectively.

Here the admin can click on the POS Login button, which will re-direct to POS agent login page by clicking the POS Login.

The admin can click on “Outlet Report“, to view the report of every outlet.

The admin can select outlets and then activate/deactivate/delete the outlets as shown below.

Adding a new Outlet

The admin will add all the required details to create a POS outlet.

Editing a POS Outlet

After creating the POS outlet the admin will click on the edit option to update the details of the outlet and to assign products to the outlet accordingly.

Now, 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.

However, if POS settings Select Inventory Type is set as Centralized Stock Inventory the products will be displayed in the following format.

This centralized inventory will depict that any inventory changes done on the website will be reflected in the POS end and vice versa.

Likewise, if the online stock of the product is 100, then all the POS outlet stock will be the same i.e 100 and the stock will automatically decrease on each sale from the online store or the POS outlet accordingly.

In the POS Product section, the admin can view the list as in the below image. Wherein the Product Assign Quantity is not specified.

Mass Assign

In the case of Select Inventory Type, we are having an additional filed of Mass Assign where the admin will –

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

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

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

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

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 and then edit 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 and also provide the stock quantity to that variation for the store.

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

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

 

POS Products

Here admin can view all the products associated with his store and can generate barcodes for the products to be used by the POS agent to add a product to the cart during the check-out process.

The admin can navigate to POS > POS Products to generate barcodes for the products.

The admin will select the products for which you want to generate the barcodes and then select the option to Generate Barcode by ID or SKU from the drop-down and then click apply to generate barcodes.

Note: The admin can 

  • Generate Barcode With: defining the barcode generation on the basis of product Id or  SKU.
  • POS users can add product to the cart by scanning the barcode (Generated on the basis of SKU or Product Id) avilable on the product.
 

Thus, allowing the admin to easily print a barcode for a product on the basis of product id or SKU in a required 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 generated barcodes for all the variation of the variable product.

To generate the barcodes for the variable product, the admin needs to select the product and then select the generate barcode by ID or generate barcode by SKU  option and then click on the apply button to generate the barcode.

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

POS Orders

The admin can navigate to POS > Pos Orders, where he can view all the orders in a list view and can view any order details by simply clicking on order as shown in the image below.

POS Reports 

Navigating to POS>Pos Reports, the admin can view the Order, Customer, Stock, and Tax reports for a specific time duration(yearly, last month, this month, last 7 days) or customize time duration as needed as shown below.

Order Report 

Under order reports, the admin can view sales according to date, products, categories, and coupon.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-

Here, 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

Here, the admin can view top selling product, top freebies, and top earner product. Product search option also available here.

Sales by Category –

Here, the admin can choose the categories and view the sales in those categories.

Coupon by Date-

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

Customer Report

Here, the admin can view the number of orders, spent money, 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 below.

Stock Report 

Here, the admin can select outlet and then the admin can view the low in stock, out of stock, and most stocked product for the selected outlet. The admin can also edit the product and view the product at frontend by clicking on edit and view button respectively. 

Tax Report 

Here, the admin can view tax report( taxes by code and taxes by date). The admin can also choose the payment method and outlet for which the admin wants to view the report.


POS Settings

Navigating to POS > POS Settings, the admin can see the default settings for his POS and can set them accordingly as shown below.

General Settings

Here admin can set the general settings for the POS like POS heading, POS footer text, brand name, no. of popular products, low stock warning, invoice logo.

Customer Settings

Here the admin can add details of the default customer which will be added to the cart if the POS user hasn’t added any customer to the cart during the check-out process.

The default customer for the POS will automatically be added to the cart if the POS user hasn’t added any customer to the cart for the order.

Front End

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

Menu

The menu option will have multiple functionalities to allow POS agent to monitor the POS outlet effectively without any hassle. It comprises of-

  • Home
  • Customer
  • Cashier
  • Orders
  • Settings
  • Reset
  • Logout.

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

The user can also look for the products in their respective categories as shown in the screenshot below.The user can search products on the basis of SKU of  product from the search bar and then can add the resulted products to the cart as per requirement.

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

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.

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

 

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 displays 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 which 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.

So, 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 “Close Counter” section.

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.

Customer Management

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

Note: 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.

So, now 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.

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

Checkout

Now at the time of payment, the customer has two options to pay for the order – cash payment, card payment, and split payment.

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

Now 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.

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

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

Discount

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

The image 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, POS agent selects the “%” option, which tabulates the discount for cart products on the percentage basis.

Here, 7% discount is applied to the products. The “Grand Total” displays the discounted amount for the products.

In the image below, on the “Apply discount to sale” tab, POS agent selects the “$” option, which tabulates the discount for cart products as Flat rate Discount.

Here, $7 Flat rate discount is set for the products in the cart. 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.

Now 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 Order

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. 

Note: Thus, the POS user cannot:

  • add, edit, delete a customer in offline mode.
  • apply coupons in offline mode.
  • synchronize orders in offline mode.

Sale History

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.

POS Settings

The user can navigate to POS > Settings to edit settings for his account along with other settings to configure the POS.

Now in the other settings tab, the user can set the language and currency for the outlet.

From here the POS agent can even modify the currency and language as per requirement.

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

The Reset button gives the power to POS user to refresh the POS frontend Thus, allowing the reflection of the changes done on back to be reflected in the front.

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

Current Product Version - 2.2.1

Supported Framework Version - WooCommerce 3.0.X, WooCommerce 3.1.X, WooCommerce 3.2.X , WooCommerce 3.3.X, WooCommerce 3.4.X, WooCommerce 3.5.X

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Comments (22)

Add Your Comment

  • Salomon Sterimberg
    Is it availlable to put in spanish language?
    • Vinay Singh
      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.
  • Daniele
    instead of an invoice it is possible to print a normal receipt?
    • Vinay Singh
      Hi Daniele,

      We can customize the invoice receipt as per your requirement. Please contact us at support@webkul.com with your requirements so that we can assist you accordingly. Thanks!

  • 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
      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 support@webkul.com 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
      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 support@webkul.com
  • mustofa
    Hi admin,
    How to custom barcode print? example with name product?
    • gunjita joshi
      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 support@webkul.com 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
      Hey Oliver Queen, Thanks for reaching back to us. If you have any doubts or suggestions please get back to us at support@webkul.com
  • mayuneko
    • Nishad Bhan
      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 support@webkul.com
  • 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
      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 support@webkul.com
  • 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
      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 support@webkul.com so that we can assist you accordingly. Thanks!
  • el
    theres no feature for adding tax in price ?
    • Vinay Singh
      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 support@webkul.com 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
          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 support@webkul.com so that our team can assist you accordingly.
          Thanks!
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