Installation
↑ Back to top- Download the extension from your WooCommerce dashboard.
- Go to Plugins > Add New > Upload and select the ZIP file you just downloaded.
- Click Install Now, and then Activate.
Setup & Configuration
↑ Back to topSetting up the outlet
↑ Back to top- Go to Point of Sale > Outlets > Add New.
- Enter the name of the outlet you want to create.
- Go to the Outlet data panel, and select the appropriate section to enter the applicable information.
Address
The address section is where you enter the outlet’s location. Also used to calculate the tax for orders placed from registers assigned to this outlet.Contact
The contact section lets you enter contact details printed on generated store receipts.WiFi
The WiFi section is for shop managers who want to share their wireless internet with paid customers. The wireless information is printed on generated store receipts.Social
In the social section, you can enter social details and handles for this particular outlet. Store owners can also configure to print these details on generated store receipts.Setting up the register
↑ Back to top- Go to Point of Sale > Registers > Add New.
- Enter the name of the register you want to create.
- Go to the Register data panel, and select the appropriate section to enter the applicable information.
General
- Outlet – the assigned outlet of this register. Users assigned to the configured outlet can only access the register.
- Product Grid – the grid which loads within the register. By default, the Categories Layout grid will display the products in category format.
- Grid Layout – the appearance of the products within the grid. You can choose between a grid, rectangular and list format.
- Receipt Template – the receipt template used when placing orders through the register.
- Prefix & Suffix – enter a prefix or suffix to the order numbers generated when placing orders through the register.
- Customer – assign a default customer that is loaded when opening this register.
- Cash Management – enable this to prompt a starting cash float when opening the register.
- Dining Option – set the default dining option for this register. Requires the dining option module to be enabled.
- Default Mode – choose whether the register loads in search or scan mode.
End of Sale
- Print Receipt – this will toggle the print receipt function by default.
- Gift Receipt – this will allow cashiers to print gift receipts
- Email Receipt
- No – the email receipt toggle will be off by default.
- Yes, for all customers – this will toggle email receipts for all customers, including guest customers, by default.
- Yes, for non-guest customers only – this will toggle email receipts for registered customers only by default.
- Note Request
- None – this will not prompt a note.
- On save – this will only prompt for a note when saving/holding orders.
- On all sales – this will prompt for a note on all orders, including saving/holding orders.
- Change Cashier – this will log the cashier out of the register 5 seconds after order fulfilment and redirect them to the login screen.
Assigning users to the outlet
↑ Back to top- Go to your User Profile, or if you are assigning another user, go to their User Profile.
- Scroll to the Point of Sale section and select the outlet(s) from the Assigned Outlets field.
- Click Save Changes, and the user will now have access to registers that are in this outlet(s).
- Discounting – this will disable discounting functions such as discounts, fees and coupons from the register.
- Tendering – this will disable the ability to place an order; cashiers can only place orders on hold or pending payment.
Creating a product grid
↑ Back to top- Go to Point of Sale > Grids and click Add New.
- Enter the name of the grid and click on Add Tile.
- Choose what type of tile you want to add, either Product or Product Category.
- Click on Publish to create the grid.
- Go to the register you want to assign the grid to and click on Edit.
- Under the General tab, click on Product Grid and assign the grid you have just created.
- Click Update under the register actions.
- The grid is now assigned to this register.
- Go to the product you want to add and click on Edit Product.
- Scroll down to the right, near the meta box labelled Product Grids.
- You can check the grid you want to add this product to or click Add product grid to add a grid.
Configuring receipt templates
↑ Back to top- Go to Point of Sale > Receipts, and under Default Receipt, click on Edit.
- The familiar WordPress customizer will appear with a live preview of how store receipts appear to customers.
- Within the customizer, you can adjust the receipt settings from the sections on the left.
Displaying additional information
If you would like to include additional information to the receipt’s header and footer, you can do this by using the following filter:
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
<?php | |
// Support to pass through information to POS receipt header | |
add_filter( 'wc_pos_receipt_header_text', 'change_pos_receipt_header_text', 10, 3 ); | |
function change_pos_receipt_header_text( $header_text, $order, $register ) { | |
$header_text = 'This is an updated header text.'; | |
return $header_text; | |
} | |
?> |
Printing product barcodes
↑ Back to top- Click on Add Product, search for the product you want to print for and click Add.
- Enter the Number of Labels under Print Settings and set the Label Type.
- Depending on the type of label you are printing on, the label number should reflect this. For example, for a label sheet with 7 rows and 3 columns, you would enter 21 in the number of labels.
- Choose what Product Fields you want to include in the label.
- Click on Print to print your labels.
Global settings
↑ Back to topGeneral
- Logo – defines the logo displayed on all registers in the top left corner.
- Primary Color – sets the colour of the theme used across the register interface.
- Transition – disables transitions and effects used within the registers.
- Dashboard Access – allows your cashiers to open their register from their My Account > Point of Sale page.
- Auto Logout – set a period after which the register automatically logs the cashier out.
- Chip & PIN – increase the number of Chip & PIN payment methods accepted through the Point of Sale. These are configured in the WooCommerce > Settings > Payments tab.
- Dining – allows the cashier to set the dining option for each order.
- Unit of Measurement – when the product tile is clicked, choose to prompt the seller for a specific quantity value. See the Unit of measurement section on how to configure this for products.
- Outlet Stock – enables product inventory management and status per outlet.
Register
Register Options
- Keypad Presets – preset the percentage of keys found on the discount panel.
- Keyboard Shortcuts – enable keyboard shortcuts when using the register.
- U – Search customers
- L – Search products
- P – Browse products
- S – Enter shipping information
- D – Apply discount
- C – Apply coupon
- F – Apply fee
- O – Fetch orders
- T – Accept payment
- H – Hold order
- V – Clear cart
- N – Add a note
- Scanning Fields – choose the product field that is used when scanning product barcodes through the register. The default is WooCommerce SKU.
- List Coupons – choose which user roles can see available coupons in the register.
- Force Logout – enable users to take over an already opened register.
Cash Management
- Order Status Criteria – set the orders’ status in the cash management report.
- Currency Rounding – enable currency rounding for countries with limited currency denominations.
- Denomination Options – add currency denominations for quick cash calculation.
Products
Grid Options
- Out of Stock – display out of stock products in the product grid.
- Restock Scanning – allows the cashier to restock and sell an out of stock product by scanning the product SKU.
- Product Visibility – control the visibility of products from the online store and POS.
Search Options
- Search Includes – choose the fields included in the product search query displayed in the register. The default is Product Title and Product SKU.
- Display Attributes – choose which product attributes to display within the search results when searching for products.
Product Fields
- Required Fields – choose the fields required when adding a custom product through the register.
- Publish Toggle – choose the default state of the publish option when adding a new product through the register.
Tile Options
- Default Sorting – set the default sorting for tiles on the register.
- Image Resolution – choose the resolution for the images displayed within the product grid.
- Information Panel – displays additional information on the products when using the register. A small button will appear on the product tile.
- Add to Cart Behaviour – control what happens to the grid when a product is added to the basket.
Scanning
Scanning Options
- Camera Scanning – enable camera scanning when scanning product SKU through the register.
- Scanning Fields – choose the product field used when scanning product barcodes through the register. The default is WooCommerce SKU.
- Embedded Barcodes – allows the cashier to scan price or weight-based barcodes from the register. Supported formats are EAN-13 and UPC-A.
UPC (Universal Product Code) Options
- Middle Check Digit – disables the middle check digit when scanning UPC-A barcodes.
- Use Middle Check Digit – define the replacement for the middle check digit.
- Barcode Type – choose what the value of the barcode represents.
- Multiplier – set the multiplier for the barcode value.
Orders
- Display Orders – choose whether to display all orders or only orders fulfilled by the logged-in POS user.
- Fetch Orders – define the status of orders loaded within the POS’s Orders panel.
- Website Orders – choose to include website orders within the Orders panel in the POS.
- Order Filters – controls the register and outlet filters shown on the back-end WooCommerce > Orders page.
Customers
Customer Options
- Default Country – set customers’ default country when added through the register.
- Guest Checkout – enable or disable guest checkout when using the register.
- Customer Cards – enables scanning of customer cards from the register.
Customer Fields
- Required Fields – set what fields are required when adding a customer through the register.
- Optional Fields – hide optional fields in the register from the customer’s panel.
- Save Customer – adding a customer through the register will default toggle the Save Customer option.
End of Sale
End of Sale Options
- Tender Suggestions – hides the suggested amounts when tendering cash.
- Signature Capture – capture customer signature for authorisation at the end of the sale process.
- Signature Required – this will make capturing of signature a requirement.
- Signature Commands – choose whether to require signature capture when fulfilling or parking orders.
Order Status
- Status Selection – removes the ability to choose the order status when taking payment for or holding an order. The End of Sale order status option will only show the default status.
- Pay – set the default and alternative status options when fulfilling an order.
- Hold – set the default and alternative status options when holding an order.
Tax
- Tax Calculation – enable or disable tax calculation for the POS.
- Calculate Tax Based On – choose the address from which to calculate the tax.
- Tax Number – set the tax number to be printed on the receipt for orders placed through the register.
Reports
- Closing Reports – display an end of day report when closing the register.
- Report Orders – set what order statuses are included within the end of day report.
- End of Sale Email – store owners can customise the end of email notification by going to WooCommerce > Settings > Emails > End of Sale template.
Advanced
Loading Options
- Maximum Concurrent Connections – sets the maximum number of API requests to the same endpoint when loading the register.
- Maximum Items Per Request – sets the number of items per request when loading the register.
Caching Options
- General Cache – disables the caching of product data when loading the register.
- Coupons Cache – enables the caching of coupon data when loading the register.
- Customers Cache – enables the caching of customer data when loading the register.
Database
- Database Version – version of the current POS database.
- Last Force Update – date of the last forced update of the POS database.
- Update Database – option to force update the POS database.
Setting up units of measurement
↑ Back to top- Go to WooCommerce > Settings > Point of Sale > General.
- Under the option Units of Measurement, check the box labelled Unit of Measurement.
- Click Save Changes.
- Go to the Product Data Panel > Point of Sale.
- Check the box for Unit of Measurement and select the Unit for the product.
Setting up embedded barcodes
↑ Back to top- Go to the product with Units of Measurement enabled.
- Scroll down to the Product Data panel and click on Point of Sale.
- Check the box Override Quantity.
Setting up customer store cards
↑ Back to top- Go to WooCommerce > Settings > Point of Sale > Customer.
- Check the box labeled Enable customer cards.
- Click Save Changes.
- Go to User Profile > Point of Sale heading.
- Enter the card number in the Customer Card field. If there is already a customer card number set, you would need to click on Change Card Number.
Setting up the checkout fields
↑ Back to top- Navigate to your WordPress dashboard
- Go to WooCommerce > Settings > Point of Sale.
- Click on the General tab.
- Scroll to the section labeled Custom Checkout Fields.
- Check the box to enable the feature.
- Billing Fields: these fields will be accessible when you are adding a new customer directly through the POS interface.
- Shipping Fields: you’ll find these fields when you apply shipping method to a customer’s cart within the POS.
- Additional Fields: these appear in the End of Sale modal, which pops up when you are finalizing the order.
Setting up in-store shipping methods
↑ Back to top- From your WordPress dashboard, head over to WooCommerce > Settings > Shipping.
- You’ll be presented with a list of defined Shipping Zones. Click on the Shipping Zone you wish to modify, or create a new one if needed.
- Within the chosen Shipping Zone, you can add a new shipping method by clicking on Add shipping method or edit an existing one by clicking on its name.
- For a new shipping method: After clicking Add shipping method, select the method from the dropdown and click Add shipping method again. Save the settings, then click on the shipping method you’ve just added to edit it.
- In the shipping method settings, look for the checkbox labeled POS Only.
- Check the POS Only box to ensure this shipping method will be visible only on the POS interface and not on your online store checkout.
- Save your changes.
User roles
↑ Back to topRegister clerk
- Can only access from the register URL or, if enabled, the My Account page.
Outlet manager
- Same capabilities as a Shop manager role
- Ability to assign outlets to users
- Ability to process order refunds
- Can access the register from the WordPress back-end admin page
- Force logging users out of registers
Product visibility
↑ Back to top- Go to the product you want to control the visibility for.
- Under Publish > POS visibility, click on Edit.
- Choose out of the following options POS & Online, POS Only or Online only.
Usage
↑ Back to topOpening and closing registers
↑ Back to top- Wireless icon – this displays internet connectivity in case of loss of internet connection.
- Cloud icon – this displays the total number of fetched products in the cache.
- Solid circle icon – this displays the register status, which is either Open (Green) or Closed (Red).
Adding products
↑ Back to top- Browse and navigate products using the product grid.
- Search for the product from the search box.
- Add a custom product for bespoke orders.
- Scanning the product barcode.
Using the product grid
The product grid displays products as square tiles and categories as rectangular tiles. You can configure the product grid to display particular products or dynamically load a particular category. See Creating a product grid for more information on creating your own product grid. As you navigate through product categories, the breadcrumb will display the current category or product. Clicking on the first item in the breadcrumb will navigate back to the start of the product grid. Child categories will be displayed first and products will be displayed below. For variable products, the options will be displayed as tiles and as you go through your selections, the selected choices will be displayed above. Cashiers can go back through the selection using the breadcrumb. To sort product tiles, click on the arrow icon on the top right corner of the grid. This will allow you to sort by name, date added, popularity and featured items. To view product stock or read the products description, click on the small three dots icon in the product tile. This will load more information on a particular product in a full-screen panel. This feature can be enabled or disabled from Point of Sale > Settings > Tiles.Adding a custom product
For bespoke products, you can add a custom product by clicking the + icon in the search box. Enter the product name, price and quantity and click on Add Product. To add product attributes such as size, colour, etc click the Add Attribute button. For store owners or cashiers with publishing privileges, you can have the product published to the products catalogue by clicking on the Publish Product toggle on the bottom left of the dialog box.Searching for a product
If your product catalogue is too large to navigate using the product grid, you can use the search box in the top bar to query a product. The results will show you the product photo, SKU, price and stock count.Scanning product barcodes
To scan products to the cart:- Click on the search icon in the search box to enable barcode scanning.
- After you click this icon, it will display a barcode icon prompting you to start scanning.
- At this point, you can point your barcode reader on the product barcode and press the trigger.
- This will query the product SKU barcode with the store’s product SKU and if successful, add items to the cart. If the product SKU cannot be found, an error will appear.
Loading customers
↑ Back to topAdding an existing customer
You can add an existing customer to the order by searching through the users on the top right. If the search finds no queries, the register will suggest you add this customer based on the query you have entered.Adding a new customer
If you want to add a new customer to the order, click on the + button on the right of the customer search bar. You can choose whether to save the customers details or keep them as guests by clicking on the Save Customer toggle on the bottom left of the dialog box. To configure the required fields when adding a new customer, go to Point of Sale > Settings > Customer > Required Fields.Scanning a customer barcode
To scan and load a customer to the register, click on the customer icon in the customer search bar. This will display a prompt where you can scan the customer card or enter the customer’s card number. To enable store cards, you will have to check the box located under the Point of Sale > Settings > Customers > Customer Cards tab.Editing cart items
↑ Back to topItem Fields
- Quantity – this will display the quantity selected along with the unit of measurement that the product stock is handled in. You can also swipe the item row from left to right to increase product quantity by 1.
- Discount – enter a percentage value you want to discount the item price by, the price field will lock to display the original price and the price on the order will be discounted.
- Price – enter a custom price or return to the original price by entering ‘0’ in the discount field.
- Note – add a note to this product. This will be added as a product meta attribute in the order.
Item Actions
- Edit – allows you to modify the product name, tax class and add, delete or modify any product attributes if there are any.
- View – opens in a new tab the online link to this product.
- Delete – deletes the item from the cart. You can also swipe left on the cart row to remove the product from the cart.
Applying cart actions
↑ Back to topApplying a coupon
To apply a coupon, click on the Coupon action button. This will open the coupon tab where you can enter the coupon code or if you have a barcode scanner, you can scan the coupon barcode.Attaching a note
To attach a note to the order, click on the Note action. This will open the notes tab where you can choose whether to add a customer note or order note. Customer notes are sent to the customer and order notes are for internal purposes.Discounting the order
To apply a discount, click on the Discount action button. This will open the discount tab where you can set the discount reason, type of discount (fixed or percentage) and the discount value. To set the percentages presets, go to the Point of Sale > Settings > Register page and choose the discount values in Keypad Presets.Maintenance actions
You can reload the register by clicking on Reset action or if you just want to start the order from scratch, you can clear it using the Clear action.Holding an order
To hold or save the order, swipe left on the cart total and click on Hold. The default status of orders that are put on hold through the POS is on-hold. This can be configured from Point of Sale > Settings > General > Status Options.Adding a shipping method
To add a shipping method to the order, customer details including the shipping address is required. Store owners would need to add the new customer or load the existing customer to the registers cart. Once customer details are loaded, click on the Shipping cart action. This will load the shipping tab, where you can review the shipping address and choose the appropriate shipping method.Order fulfilment
↑ Back to top- Printing – this will print the receipt after fulfilment. If this is set to yes in the register settings, this will appear as an option.
- Email – this will email the receipt after fulfilment. Depending on the settings configured in the register settings, this will be required and toggled for all customers and pre-filled with the customer email address for non-guest customers.
- Signature capture – click on the + button to capture a signature. This is useful for orders that require approval or verification. This must be enabled from WooCommerce > Settings > Point of Sale > End of Sale > Signature Capture.
- Notes – attach a customer note to the order, or if a note is already attached, review it with the customer before finalising the order.
Choosing a payment option
After clicking the Place Order button, you will be shown options to choose what payment method you want to use to tender the order. Payment methods are enabled and disabled from the WooCommerce > Settings > Payments page. The extension comes with two payment methods: Cash for cash payments and Chip & PIN for EMV payments. This is for store owners who already have an EMV terminal, enable this, and the register will generate an order number which you can use to reference when using your terminal.Holding orders
You can hold or save an order through the POS from the cart actions:- Swipe left on the cart totals panel or click on the More button.
- Click on the Hold button.
- This will display the End of Sale screen options with different Order Status options to place an order.
- You can continue with the status On-Hold or set the status to Pending Payment.
- Setting the status to Pending Payment will allow you to generate a Payment QR Code for customers to scan and make payment at their own convenience.
- Click on Hold Order to continue; the POS will push the order data to the main store.
Viewing orders
↑ Back to topSearching & scanning orders
By default, the Orders panel will focus on the order search field. Therefore, you can load and immediately search for orders or scan an order barcode. Scanning an order barcode is only possible when the Orders panel is active.Separators, filters and layouts
From within the Orders panel to the right of the orders search field, you will see icons for buttons, including reload, separators, filters and more. You can separate orders by clicking on the separators icon and choosing how they are separated between:- Day
- Week
- Month
- Quarter
- Year
Loading orders
You can load orders that are on hold or pending payment from the POS to take payment:- From the Orders panel, locate the order you wish to load.
- Click on the order card to load more details on the order and options.
- From the options, click Edit to load the order into the cart.
- To edit the order status, click the pencil icon within the customer panel.
- To remove the order from the cart, click the remove cart icon within the customer panel.
- Click on Pay to proceed with the order fulfilment process.
Refunds
There are two ways you can refund an order; you can use the Orders tab and locate the order or you can search using the Refunds action tab:- Swipe left on the cart totals panel or click on the More button.
- Click on the Refund button.
- This will open the refund tab, where you can search for the order you want to refund.
- After you locate and click on the order, this will load contents to cart.
- You can adjust the quantity or remove products that will not be refunded.
- Click on Refund button at the bottom left.
- Choose to Recover Stock or leave a Refund Reason.
- Click on Continue to finish the refund process.
Stock keeping
↑ Back to top- Go to Point of Sale > Stock.
- Scan or enter the product SKU barcode.
- If the product is found, a table will be displayed with product image, name, SKU, stock status, stock level, price and the option to update the stock level.
- Depending on the value you enter, you can:
- Increase the stock level by the entered amount by clicking Increase.
- Decrease the stock level by the entered amount by clicking Decrease.
- Replace the stock level value by the entered amount by clicking Replace.
Please note that the POS will check for stock availability before processing payment. Registers would require a reload for updated stock to be reflected on the register.
Analytics
↑ Back to top- Go to Analytics > Orders.
- Under Show select POS Orders.
- Under Show select Advanced Filters.
- Select Add a filter and choose out of Register or Outlet.
Payment Gateways
↑ Back to top- Go to WooCommerce > Settings > Payments.
- For Cash and Chip & PIN, this will have a dedicated gateway.
- To enable the payment method, select the toggle.
- To manage other settings, click on Manage.
Setting up Stripe Terminal
↑ Back to topPlease note that this is only compatible with the BBPOS WisePOS E. You can order readers from the Stripe Dashboard and get them shipped to a location of your choice.
Once you have registered your reader, you will need to activate the Stripe plugin, enter your secret key and connect POS to Stripe:
- Go to WooCommerce > Settings > Payments.
- Select Stripe Terminal and click on Setup or Manage if this is already enabled.
- To enable the payment method, check the Enable/Disable box.
- Click on Save Changes.
Compatible Hardware
↑ Back to topTill
↑ Back to topReceipt printers
↑ Back to top- Star TSP650 II (USB + CloudPRNT)
- Star TSP100 (USB)
Cash drawers
↑ Back to topBarcode scanners
↑ Back to topCard readers
↑ Back to top- Stripe Terminal Learn more about setup and requirements here.
Compatible Extensions
↑ Back to top- WooCommerce Bookings
- WooCommerce Subscriptions
- WooCommerce Store Credit
- PDF Product Vouchers by SkyVerge