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WordPress WooCommerce POS

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 the day-to-day sales by having a management system to manage online stores along with the physical stores.

Features of WooCommerce POS

  • 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.
  • POS agents can add new customers from 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.
  • Barcode readers can be used to add products to the cart.
  • Hassle-free payment and checkout system.
  • POS agent can apply a coupon to the cart.
  • POS agent can select the currency for the store.
  • POS agent can hold cart to process it after some time.
  • POS agent can see sales history, hold sales, offline sales from their panel.

Installation

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

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

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

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

 

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

Back-end Management

The admin can easily manage the back-end from his account, where he is provided with several options to manage the POS.

The admin can visit the front-end of the POS system by navigating to WooCommerce POS > Visit POS.

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

The admin can navigate to POS > Outlets. Here the admin can add / delete / activate / deactivate an outlet.

Adding a new Outlet

Editing a POS Outlet

After clicking on the edit option on the selected outlet, the admin can now update the details of the outlet and can also manage products for that outlet from the manage product option in the panel.

Here admin can select the products to assign them to that particular outlet and then set them enabled for the outlet so that the POS agent can see those products in his panel.

Note: If the admin has assigned -1 value to a product stock, then the Pos user can add the product to an infinite number and for the products with stock value in positive like 10, 20 etc. the Pos user will get an out-of-stock message when he reached the stock value 0.

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.

Select the products for which you want to generate the barcodes and then select the option Generate Barcode and then click apply to generate barcodes.

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 an order as shown in the image below.

POS Settings

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

General Settings

Here admin can set the general settings for the POS like POS heading, POS sub-heading, login content which the POS users can see at the login time.

POS user front-end login after general settings update.

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.

Barcode Settings

Here the admin can set the width of the barcode to appear on the products accordingly.

Front-end Management – POS User

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

After login, the user will see his dashboard, where he can see the products been assigned to the outlet and the cart option where the ordered products by the customer will be shown.

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

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

Manage Order

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. The POS user can see all these details in his panel.

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. 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.

Now at the time of payment, the customer has two options to pay for the order – cash payment and card payment. If the customer has chosen the cash method then he will provide some amount to pay for the order and the Pos user will refund him the remaining money as shown in the screenshot below.

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

If the customer wants to pay via card, then he can use his card to pay for the order. In Card Payment method, the total amount of the order will be deducted from the customer’s card.

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.

 

Hold a Cart

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.

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 Sale

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

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

Note: 

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

That’s all for the Word Press WooCommerce POS. Still, have an issue feel free to add a ticket and let us know your views to make the module better webkul.uvdesk.com

Current Product Version - 1.0.0

Supported Framework Version - WooCommerce 3.0.X, WooCommerce 3.1.X

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