Point of Sale for WooCommerce

Point of Sale for WooCommerce turns any web browser into a cash register, allowing you to holistically manage your products, orders and customers.

Installation ↑ Back to top

  1. Download the extension from your WooCommerce dashboard.
  2. Go to Plugins > Add New > Upload and select the ZIP file you just downloaded.
  3. Click Install Now, and then Activate.

More information at Install and Activate Plugins/Extensions.

Setup & Configuration ↑ Back to top

Once you have activated the Point of Sale (POS) extension, a notice will appear prompting you to either continue with setup, go to registers or go to outlets. Upon installation, a default register and a default outlet is created, both of which cannot be deleted.

The address used for the default outlet will be based on the online store address found under WooCommerce > Settings > General.

Setting up the outlet ↑ Back to top

If you wanted to add additional outlets:

  1. Go to Point of Sale > Outlets > Add New.
  2. Enter the name of the outlet you want to create.
  3. Go to the Outlet data panel, and select the appropriate section to enter the applicable information.

Address section

The address section is where you enter the location of the outlet. This is used to calculate tax for orders placed from registers assigned to this outlet.

Contact section

The contact section allows you to enter contact details that are printed on generated store receipts.

WiFi section

The WiFi section is for shop managers who want to share their wireless internet to paid customers. The wireless details are printed on generated store receipts.

Social section

The social section is where you can enter social details and handles for this particular outlet.

Setting up the register ↑ Back to top

If you want to set up additional registers:

  1. Go to Point of Sale > Registers > Add New.
  2. Enter the name of the register you want to create.
  3. Go to the Register data panel, and select the appropriate section to enter the applicable information.

General section

  • Outlet – the assigned outlet of this register. Users that are assigned to the configured outlet will only be able to access the register.
  • Product Grid – the grid which is loaded in the register. By default, the Categories Layout grid will display the products in category format.
  • Receipt Template – the receipt template which is used when placing orders through the register.
  • Prefix & Suffix – enter a prefix or suffix to the order numbers that are 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 for a starting cash float when opening the register.
  • Dining Option – set the default dining option for this register.

End of Sale section

  • Print Receipt – this will toggle the print receipt function by default.
  • Gift Receipt – this will allow cashiers to print gift receipt as well as normal receipt.
  • Email Receipt
    • No – the email receipt toggle will be off by default.
    • Yes, for all customers – this will toggle email receipt for all customers including guest customers by default.
    • Yes, for non-guest customers only – this will toggle email receipt for registered customers only by default.
  • Note Request
    • None – this will not prompt for 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 and redirect them to the login screen after each sale. There is a 5 second delay from when the order is fulfilled and the cashier is redirected to the login screen.

Assigning users to the outlet ↑ Back to top

To open or enter a register, the logged-in user must be assigned to the outlet which the register belongs to. To assign your user to an outlet:

  1. Go to your User Profile or if you are assigning another user, go to their User Profile.
  2. Scroll down to the Point of Sale section and select the outlet from the Assigned Outlets field.
  3. Click Save Changes and the user will now have access to registers that are in this outlet.

As well as assigning users to outlets, you can also restrict what cashiers can do when using the register, this includes:

  • 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.

Creating a product grid ↑ Back to top

You can choose to display your own product grid with pre-defined tiles. To create a grid:

  1. Go to Point of Sale > Grids and click Add New.
  2. Enter the name of the grid and click on Add Tile.
  3. Choose what type of tile you want to add; either Product or Product Category
  4. Click on Publish to create the grid.

After creating the grid, you will need to assign this grid to a register:

  1. Go to the register you want to assign the grid to and click on Edit.
  2. Under the General tab, click on Product Grid and assign the grid you have just created.
  3. Click Update under the register actions.
  4. The grid is now assigned to this register.

You can also add products to a grid directly from the products page.

  1. Go to the product you want to add and click on Edit Product.
  2. Scroll down to the right, near the meta box labelled Product Grids.
  3. You can check the grid that you want to add this product to or click Add product grid to add a grid.

Configuring receipt templates ↑ Back to top

You can create multiple receipt templates to assign to different registers. There are a variety of settings available to configure the layout of the receipt and options to include what to print. To edit the default receipt template:

  1. Go to Point of Sale > Receipts and under Default Receipt click on Edit.
  2. The familiar WordPress customizer will appear with a live preview of how store receipts appear to customers.
  3. 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:

<?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;
}
?>

You can also include information such as warranty summary for specific products in the order. This can be done using the following filter:

Printing product barcodes ↑ Back to top

You can print product barcodes using the built-in tool that is available under Point of Sale > Barcodes page. To print the barcode of a product:

  • 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 number of the label should reflect this. For example, 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.

Check that you have your printer margins in your browser settings set to minimum or none to ensure accurate printing of labels.

Global settings ↑ Back to top

General Options

  • Order Filters – controls the register and outlet filters shown on the back-end WooCommerce > Orders page.
  • Front End Access – allows assigned outlet cashiers to open their register from their My Account > Point of Sale page.
  • Auto Logout – set a period of time after which the register will logout automatically.
  • Tax Number – set the tax number to be printed on receipts.
  • Transition & Effects – disables visual transitions on the registers.

Status Options

  • Fulfilled Orders – set the status of successful orders when placed through the POS.
  • Parked Orders – set the status of orders that are put on hold through the POS.
  • Fetch Orders – set the status of orders that are loaded within the Orders panel in the POS.
  • Website Orders – choose to include website orders within the Orders panel in the POS.

Register Options

  • Keypad Presets – preset the percentage 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. Default is WooCommerce SKU.
  • Search Includes – choose the fields that are included in the product search query that is displayed in the register. Default is Product Title and Product SKU.
  • Force Logout – enable users to take over an already opened register.

Cash Management

  • Order Status Criteria – set the status of orders that are included in the cash management report.
  • Currency Rounding – enable currency rounding for countries with limited currency denomination.
  • Denomination Options – add currency denominations for quick cash calculation.

Tile Options

  • Default Sorting – set the default sorting for tiles on the register.
  • Product Previews – showcase your products when using the register. A small button will appear on the product tile.
  • Out of Stock – include out of stock products in the product grid.
  • Product Visibility – control the visibility of products from the online store and POS.
  • Unit of Measurement – choose to prompt the seller for a specific quantity value when the product tile is clicked. See Unit of measurement on how to configure this for products.
  • Add to Cart Behaviour – control what happens to the grid when a product is added to the basket.

Customer Options

  • Default Country – set the default country for customers when they are 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.
  • Required Fields – set what fields are required when adding a customer through the register.
  • Optional Fields – hide optional fields from the customers panel in the register.

End of Sale Actions

  • Signature Capture – enables capturing of 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.

Tax Options

  • Tax Calculation – enable or disable tax calculation for the POS.
  • Calculate Tax Based On – choose what address to calculate the tax from.

Report Options

  • Closing Reports – display an end of day report when closing the register.
  • Report Orders – set what order statuses are included at the end of day report.
  • End of Sale Email – the end of email notification can be customised by going to  WooCommerce > Settings > Emails > End of Sale template.

Setting up units of measurement ↑ Back to top

For store owners who sell products in a specific unit of measurement, you can choose to prompt the cashier for a specific quantity value when the product tile is clicked. To enable this feature globally:

  1. Go to Point of Sale > Settings > Tiles.
  2. Check the box labelled Unit of Measurement.
  3. Click Save Changes.

After you have enabled this feature, you would need to go to the product you want to define a unit of measurement.

  1. Go to the Product Data Panel > Point of Sale.
  2. Check the box for Unit of Measurement.

From here you will be able to set the quantity unit and default value. 

Setting up customer store cards ↑ Back to top

For store owners who want to scan and load customer details when processing orders, you can use customer card numbers to manage customers. To enable this feature globally:

  1. Go to Point of Sale > Settings > Customer.
  2. Check the box labelled Enable customer cards.
  3. Click Save Changes.

To set a customer card number for a user:

  1. Go to User Profile > Point of Sale heading.
  2. 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.

User roles ↑ Back to top

There are two user roles that are installed when activating this extension. These roles relate to register access, back-end access and settings limited to the store manager.

Register clerk

  • Can only access from register URL or if enabled, 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 register from the WordPress back-end admin page
  • Force logging users out of registers

Product visibility ↑ Back to top

You can choose to display products in POS only, web store only or both. This setting is a global setting which can be configured from here. Once this setting is enabled:

  1. Go to the product you want to control the visibility for.
  2. Under the Publish > POS visibility, click on Edit.
  3. Choose out of the following options POS & Online, POS Only or Online only.

Usage ↑ Back to top

Opening and closing registers ↑ Back to top

To open a register, click on Point of Sale > Registers and choose the register you want to open.

If the register has already been opened, the button will display Enter. If the register is closed, it will display Open.

The login panel is the first thing you will see when you open the register. This will display the cashiers that are assigned to the outlet. Click on the profile you want to log in and enter the password to enter the register.

From the login panel, there are several indicators to view key register information at a glance:

  • 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 (Closed).

To close a register, click on the WooCommerce icon on the top left of the register and click on Sales at the bottom. This will display the closing register window. From here, you can click on Close Register to close the session.

Adding products ↑ Back to top

There are four ways to add products to the cart from the registers page:

  • 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:

  1. Click on the search icon in the search box to enable barcode scanning.
  2. After you click this icon, it will display a barcode icon prompting you to start scanning.
  3. At this point, you can point your barcode reader on the product barcode and press the trigger.
  4. 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 top

Adding 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 top

After adding a product to the cart, you can click on the cart row item to display more options.

Item 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 top

Below the cart total, there is a cart action panel. This presents the actions that you want your cashiers to use while fulfilling orders through the POS. Cashiers can swipe left on this panel to see further actions including reset, clear and print.

Applying 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.

Order fulfilment ↑ Back to top

Choosing a payment option

After clicking the Pay button, you will be shown options to choose what method of payment 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.

End of Sale

After selecting a payment method, you will be shown what actions to run when fulfilling the order:

  • Printing – this will print the receipt can be controlled. If this is set to yes in the register settings, this will appear as an option.
  • Email – this will email the receipt. If this is set to yes in the register settings, this will be toggled by default with a prefilled email address and will be required.
  • 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 Point of Sale > Settings > Customer > End of Sale > Signature Capture.
  • Notes – attach a customer note to the order or if a note is already attached, review with the customer before finalising the order.

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:

  1. Swipe left on the cart totals panel or click on the More action.
  2. Click on the Refund action button.
  3. This will open the refund tab where you can search for the order you want to refund.
  4. After you locate the order, click on the order itself. This will load contents to cart.
  5. Click on Refund button at the bottom left.
  6. Choose to Recover Stock or leave a Refund Reason.
  7. Click on Continue to finish the refund process.

Stock keeping ↑ Back to top

This extension includes a stock-keeping controller for store owners to quickly adjust stock levels:

  1. Go to Point of Sale > Stock.
  2. Scan or enter the product SKU barcode.
  3. 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.
  4. Depending on the value you enter, you can:
    1. Increase the stock level by the entered amount by clicking Increase.
    2. Decrease the stock level by the entered amount by clicking Decrease.
    3. Replace the stock level value by the entered amount by clicking Replace.

Payment Gateways ↑ Back to top

Point of Sale for WooCommerce comes with two payment methods; one for accepting cash and one for using chip & PIN. To enable payment methods for the Point of Sale for WooCommerce:

  1. Go to WooCommerce > Settings > Payments.
  2. For Cash and Chip & PIN, this will have a dedicated gateway.
  3. To enable the payment method, select the toggle.
  4. To manage other settings, click on Manage.

If your gateway is not listed below, please click here to open a ticket with our support team to discuss integration. It is important that the gateway you are requesting integration for offers in-store payment solutions. Point of Sale for WooCommerce will not display web-based gateways as this is not best practice.

Setting up Stripe Terminal ↑ Back to top

For store owners based in the United States and have an account with Stripe, they can accept in-store payments using Stripe’s Terminal service. More details can be found here.

Please note that this is only compatible with the Verifone P400. You can order readers from the Stripe Dashboard and get them shipped to a location of your choice.

Once you have registered, you will need to activate the Stripe plugin, enter your secret key and connect POS to Stripe:

  1. Go to WooCommerce > Settings > Payments.
  2. Select Stripe Terminal and click on Setup or Manage if this is already enabled.
  3. To enable the payment method, check the Enable/Disable box.
  4. Click on Save Changes.

Compatible Hardware ↑ Back to top

Till ↑ Back to top

Point of Sale for WooCommerce is a web-based application, therefore, all hardware must be able to interact with HTML pages. We recommend devices with browsers that are capable of delivering a modern browsing experience such as Google Chrome or Safari.

Receipt printers ↑ Back to top

We recommend receipt printers that are capable of printing HTML pages.

Reported compatible printers:

  • Star TSP650 II (USB + CloudPRNT)
  • Star TSP100 (USB)

Cash drawers ↑ Back to top

Cash drawers are connected to the receipt printer and are automatically triggered open when a print is sent to the printer.

Barcode scanners ↑ Back to top

We recommend any USB or Bluetooth barcode scanner that outputs the barcode SKU as it is scanned.

Card readers ↑ Back to top

Card readers can be used in an isolated manner using the built-in Chip & PIN payment method, or alternatively, you can connect to a cloud-based EMV service. The following integrations are available:

  • Stripe Terminal (for the U.S.)

Compatible Extensions ↑ Back to top

Point of Sale for WooCommerce is compatible with the following extensions:

These extensions have known incompatibilities and cannot be used with Point of Sale for WooCommerce at this moment of time:

FAQs ↑ Back to top

What hardware do you recommend to use? ↑ Back to top

Point of Sale for WooCommerce is a web-based application, therefore, all hardware must be able to interact with HTML pages. You can read more about compatible hardware here.

Does this work anywhere in the world? ↑ Back to top

Yes, Point of Sale for WooCommerce works in any country that WooCommerce supports.

Can I run this on any computer? ↑ Back to top

Yes, Point of Sale for WooCommerce runs in most modern web browsers including Google Chrome, Safair, Firefox and Microsoft Edge.

How easy is the setup process? ↑ Back to top

Very easy, download and install the extension. Click on Point of Sale and open your register. It is as easy as that!

Does this extension store my data or transmit it to any third-parties? ↑ Back to top

No. WooCommerce handles all the e-commerce functionality and payment processing in exactly the same way as your online store.

Questions & Feedback ↑ Back to top

Have a question before you buy? Please fill out this pre-sales form.

Already purchased and need some assistance? Get in touch with us via the Help Desk.

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