Created: 6/2022
Latest updated: 6/2022 – Updated version: 1.0.0
By: VillaTheme
Thank you for purchasing our plugin. If you have any questions that are beyond the scope of this documentation, please feel free to request support at our Support Forum. Thanks so much!
You are selling your products in your physical retail store, you would like to offer your products on any modern web browsers, then manage products, orders, and customers seamlessly, selling based on Point of Sale interface will be an unignorable choice.
WebPOS – WooCommerce POS – Point of Sale is a helpful tool for placing orders at the store using the WebPOS interface. WebPOS – WooCommerce POS – Point of Sale helps systematize product information (product types, price, stock, barcode…) and manage your products, orders, and customers seamlessly through the synchronization system. WebPOS – WooCommerce POS – Point of Sale promises to bring a huge advantage for shop retailers, food and drink, and more…
Place order on the POS system
Payment on the POS system
Order and customer management
Today’s transaction
Barcode management
Receipt management
Report
General settings:
It is recommended using:
1. WooCommerce 5.0.x
2. WordPress 5.0.x
3. PHP 7
Get the plugin installation package from your account download page and save it to your desktop.
Go to Plugins/ Add New/ Upload Plugin/ Choose file/ Select webpos-woocommerce-pos-point-of-sale.zip / click “Install Now“/ click “Active plugin”.
You can see this video on how to install and use the plugin:
After downloading and installing the plugin. You will follow these below steps to opera the web pos system.
Step 1: Go to WebPOS > Settings >General, enable to activate the plugin.
Step 2: Go to the POS page on the front end.
Step 3: Add Cashier accounts to allow the cashiers to make POS transactions.
Go to Dashboard > Users > Add New. Enter the cashier’s information and select the role “cashier”. Finally, Add New user.
Step 4: Login using the newly created cashier account.
On My account page, the cashier can go to the POS page if she is already logged in. Go to My account > Visit POS.
Step 5: After logging in with the cashier account, now the cashier is ready to make POS transactions on the POS system.
In the Settings, you will set up the general configurations of Products, Orders, and Payments on the WooCommerce POS page.
A. General configuration:
Go to WebPOS > Settings > General, enable to use of the plugin.
B. Product configuration
Go to WebPOS > Settings > Products
C. Order configuration
Go to WebPOS > Settings > Orders
D. Payment configuration
Go to WebPOS > Settings > Payments:
Each product will be identified by a barcode. Product barcodes are unique, they are generated under certain standards such as Code 128, Code 38, EAN 13, UPC.
In the Product Barcode section, you can configure options on how the product barcode is displayed, and the print barcode function.
After the designed barcodes of the products are printed out, you will label them on each product. The cashier will sweep the barcode on the products by a barcode scanner to make WooCommerce POS transactions.
A. General settings for the product barcode
Go to WebPOS > Product Barcode to configure the barcode of products.
B. Design the product barcode
{product_name}
– Product name
{barcode_image}
– Product barcode image
{barcode}
– Product barcode
{price_html}
– Price html
{regular_price}
– Regular price
{sale_price}
– Sale price. Use regular price if no sale price
{width}
– Product width
{height}
– Product height
{length}
– Product length
{weight}
– Product weight
C. Print sample and print the product barcodes
1. Print sample: Print a sample of the selected preview product
2. Print Barcode: Click on the Print Barcode, you will be redirected to the product editing list page where you can bulk print the barcode of a product, some assigned products or all products.
2.1. Print the barcode of an individual product: Click on the icon on each product to print that product barcode. With the variable products, it is able to print the barcode of all variations or each variation.
2.2. Bulk print the barcode of some selected products or all products.If the barcodes of variable products are in the print list, print the parent product’s barcode only.
In the Receipt section of the plugin, you can customize the receipt template of the POS. There are many settings to configure the receipt layout and contents. You can preview the receipt and print it as a sample.
A. General settings for the POS order receipt
Go to WebPOS > Receipt > General
{site_title}
– Site Title
{address_1}
– Address line 1
{address_2}
– Address line 2
{city}
– City
{state}
– State
{country}
– Country
{address_line_1}
– Address line 1
{address_line_2}
– Address line 2
{city}
– City
{state}
– State
{country}
– Country
B. Order item details on the receipt
Go to WebPOS > Receipt > Order item details.
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C. Order total on the receipt
Go to WebPOS > Receipt > Order total.
WebPOS – WooCommerce POS – Point of Sale recorded the POS transaction history and make statistics in the reports section. This report section will give you a panic picture of revenue figured on today, yesterday, 30 days, 90 days, a year, or a certain time.
The reports give information about cashier statistics, and the order total they earn in a range of certain days.
Go to WebPOS > Reports
When you visit a WooCommerce POS page, you can see a global POS page interface will be presented with the following functional areas.
1. Menu: Click on the button to go to menus on the POS page. The menus include Point of Sale, Orders, Today transaction, Customers, My account, Logout.
2. Shortcut buttons.
3. Bill tab: The cashier can proceed multiple bills for multiple customers at once. The shortcut F1 to add new bills.
4. Add and search products
There are some ways to add products to the cart, the cashier can add custom products or products whic are existed.
5. Display and adjust the selected items in the cart
After adding products to the cart. The selected products will be displayed in this area. The cashier can adjust the cart items including:
6. Add new users and search existing customers.
7. Discount, payment method, order total, and checkout.
This area displays the discount, payment method, order total, and checkout for the order on the WooCommerce POS page.
7.1. Cart discount and coupon. The cashier can apply/remove discounts for POS orders.
7.2. Payment methods.
7.3. Order details and checkout: The order detail will be displayed on the right side of the WooCommerce POS page and let the cashier know about the order information including the subtotal, tax, discounts, need to pay, paid, change and payment method of the POS order. Then click on the Checkout button or the shortcut F10 to check out the order and print the order’s receipt.
On the WooCommerce POS page, the cashier can choose and quickly check all POS orders in the Order menu.
On the POS order page, you can:
On the WooCommerce POS page, there is a menu to check all today’s transactions.
On this POS today transaction page, you can:
On the WooCommerce POS page, the customer’s menu allows the cashier to manage customers/users who are ordered through the POS page.
Go to the Customers menu
You can choose which parts on the POS page will be hidden or shown in the Setting layout menu.
Go to the Setting layout menu.
Configure the options to hide or show some parts on the POS page.
There are 6 options for you to toggle a part to be appeared or hidden:
Once orders are created on the WooCommerce POS page, all transactions will be saved on the Transaction page in the plugin backend.
Go to WebPOS > Transactions
On the transaction page you can:
Thank you for your attention!
If you have any question, please create a topic at our FORUM, we will support within 24 hours.