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.
- 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.
- 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 firstname.lastname@example.org.
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.
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.
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.
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.
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 from the drop-down and then click apply to generate barcodes.
Thus, allowing POS Agent to easily print a barcode for a product 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 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 for each variation and can also print the barcode for each variation accordingly.
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.
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.
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.
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.
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.
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.
Navigating to POS > POS Settings, the admin can see the default settings for his POS and can set them accordingly as shown below.
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.
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.
The POS user will enter his login details provided by the admin to access the front-end of the POS system.
The menu option will have multiple functionalities to allow POS agent to monitor the POS outlet effectively without any hassle. It comprises of-
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.
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.
After that, the product will be visible in the cart for the checkout process.
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 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.
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.
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.
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 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.
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.
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.
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.
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