How To Set Up A Point Of Sale (POS) System On Your WooCommerce Store?

Does your organization utilize both a WooCommerce Store and a Point-of-Sale (POS) System in-store individually? If that’s the case, your customer experience can indeed be seriously compromised. Online shopping has made the retail industry more competitive than ever, leaving...

How To Set Up A Point Of Sale (POS) System On Your WooCommerce Store?

point of sale for WooCommerce

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Does your organization utilize both a WooCommerce Store and a Point-of-Sale (POS) System in-store individually?

If that’s the case, your customer experience can indeed be seriously compromised. Online shopping has made the retail industry more competitive than ever, leaving business owners seeking ways to enhance the consumer experience by easing the purchasing process as possible. 

As a result, it has become requisite for WooCommerce store owners to provide their customers with the same buying experience whether they purchase on a website or a physical store.

So, how do they think they’re going to have such a positive user experience?

The Approach is Straightforward: a WooCommerce Store paired with a Point of Sale for WooCommerce System as Plugin Support. Don’t get Startled, that’s Correct and Practically Working.

WooCommerce POS plugins can do much more than that, i.e. they can allow a business to sync online orders with retail outlets in order to take advantage of sales and inventory management features, making it easier to track orders from online sales and in-store purchases.

If you believe that these are the features that your WooCommerce store deserves, don’t hesitate to take advantage of this quick opportunity to get your customer experience at par levels with us.

So, let’s get started with a detailed introduction to Point of Sale for WooCommerce.

What Is A POS System, And Why Does Your WooCommerce Store Need One?

Point of Sale plugins are systems that sync and manage all information regarding orders, customers, products, revenue, and much more for your WooCommerce store. As a result, Point of Sale for WooCommerce i.e. POS plugins function as a shop assistant for your retail store as well as an online store.

What’s more about POS?

WooCommerce POS plugins are not just beneficial as they assist in the development and delivery of multiple channels, moreover, they support various payment methods, offer multiple ways for processing customer information, and encourage the production of comprehensive sales reports in an easy manner.

You can easily expand your business with very little effort if you do have such data at your fingertips.

Isn’t it great?

If you run an online store, for instance, you must be ecstatic every time a customer completes a transaction and payments. But what if your customers have problems with the ordering process and are unable to make purchases, or if your store is unable to manage any sales transactions?

If you’re having similar problems, you should probably start with a Point of Sale System.

The Best Part is that- A Point of Sale (POS) system not just facilitates your checkout process but also helps you easily monitor your sales data efficiently with no extra cost.

If you think, Why don’t you get that idea earlier?

That’s nothing to be surprised by. You’re not alone; according to estimates, about 56% of Retail Stores don’t employ point-of-sale systems.

Now, it’s time to think outside the box.

It’s never easy to start something different, particularly something new in technology, but it’s attractive. So, how long are you going to sit tight?

Just choose an effective POS system as a valuable asset to empower your Offline Store as well as ensure that the operations of your WooCommerce Store run smoothly.

And then there is the question as to why you began with the one on your WooCommerce store. Let me guide you people in that.

Get Started With A POS Plugin For Your WooCommerce Store…

You’ll learn how to set up a Point of Sale for WooCommerce system for taking orders in consumer-facing stores. You could either follow the steps below from starting to end or switch to a specific step:

STEP 1: Start with the WordPress Setup

Proceed with the prerequisite i.e. WordPress Environment Setup for that you require WordPress. You can conveniently download and install WordPress from www.wordpress.org.

If you’ve already installed and worked on WordPress, avoid the step and proceed further.

Having a Hard Time with WordPress Development?

See Our Approach

STEP 2: Let your WooCommerce Store Fully Operational

If you’re new to online business and need help installing WooCommerce, simply review our approach and follow these three easy steps-

To begin, download and install the WooCommerce plugin for WordPress.

installing point of sale for woocommerce

WooCommerce might be allowed to be installed for free. You’ll need to add items and configure other details like shipping and payments in the WooCommerce settings after you’ve set up your eCommerce store.

Set up your store by installing the required plugins and adding a theme.

For your online shop, choose a theme that meets your needs. It’s important to make the website more appealing and engaging.

WP Theme Directory

To achieve the same result, simply choose a theme that is tailored according to your preferences. WooCommerce offers both physical and digital themes for your online stores.

Check Out 36 WooCommerce Engaging Themes

Yes! Get Me There

Then Login, add a few products to your WooCommerce store to get started.

All of your products will be publicly available and illustrated in the default layout at this stage. If you already have a WooCommerce store, don’t worry; just proceed with us.

Create a website with just enough features for early users to be satisfied with the service, then add enhancements depending on the responses. Your WooCommerce dummy store will resemble the screenshot below.

WooCommerce Dummy Store

Proceed with the process after you’ve finished the initial setup.

STEP 3: Install and Activate the POS Plugin

Get over to your WordPress Dashboard and Login. And after that, in the left panel of your dashboard, just go Plugins > Add New. And from there, using the search bar, search for MWB Point of Sale (POS) for WooCommerce.

point of sale for woocommerce

To install and activate the plugin, tap the Install and Activate icon.

How Do We Set Up The Plugin Backend Initially?

You can also try out the FREE LIVE DEMO for the plugin from here, before panicky jumping to the setup.

After that, just navigate to WordPress Dashboard > MWB Point of Sale (POS) for WooCommerce > Settings and proceed with the steps further listed below.

General Setting

You can efficiently and simply set up controls for your POS dashboard’s basic settings by using the General Settings tab. This tab enables you to input-

POS Header Text

You can easily input your custom header text for your POS dashboard using the text box. The text entered at the front of the end would be visible.

POS Header Color

Using the Select Color feature, you can choose your preferred color for your POS dashboard; the best part is that you can either choose a color from the color picker box or enter it as a hex code.

POS Header Logo

You can easily upload your custom logo to make your POS dashboard even more customized and related to your online store. Simply tap the Upload button and choose the logo you would like to upload.

MWB Point of Sale for WooCommerce General Settings

POS Footer Text Color

Using this input option, you can easily pick a good custom color for your POS dashboard text. To choose a color, simply click the Select Color button or enter in the hex code.

POS Footer Background Color

For the POS footer background, you can easily choose your preferred color. You can either pick a good color from the color picker or enter a Hex code for it.

Frontend Display

You can glance at the frontend display that was created based on the general settings you made.

point of sale for woocommerce General Setting Frontend

Using the Barcode Generator Setting tab, you can easily generate barcodes for all of your store’s products with a single generator button.

point of sale for woocommerce Barcode generator settings

Simply click the Generate Product Barcode button once to generate barcodes for all of your store’s products.

Check out the screenshot below for a better understanding of the list of generated barcodes for your products.

point of sale for woocommerce Products QR Codes Backend

Login Panel

The Login Panel tab, like the General Settings tab, helps you to easily configure your POS Login Page. Provide inputs to this page such as-

POS Login Page Title

In the text box, you can easily enter the custom title for your POS Login page.

POS Login Panel Sub Title

You can easily enter your POS Login panel subtitle in the text box given.

POS Login Panel Description

This text box accepts inputs for the description of your POS Login panel. You can conveniently insert your customized description if you’d like to.

MWB Point of Sale for WooCommerce Login Panel Settings

Background Color

From here, you can easily choose a custom background color for your POS Login screen. Simply select a color from the color picker box that appears after tapping the Select Color button, or enter a Hex code.

Button Color

Your POS Login panel-based login button can also be customized with your preferred button color. Both selecting the color and entering the hex code for the same would work.

Button Text Color

For your POS Login page, you can also change the color of the button text. Add a hex code to the box or simply choose a color from the box that appears after you press the Select Color button.

POS Login Image

If you want to add your store logo picture to your POS Login page, don’t worry about it. Simply tap the Upload button in front of this option and upload.

Frontend Display

Please see the screenshot below for a better understanding of the settings.

point of sale for woocommerce

How Do We Place A Regular Order Using The POS Plugin?

Order processing is the focus of POS systems, and they can be invaluable assistance in processing both online and offline orders. That is why, in order to process orders, you must be aware of the actual process of accessing your POS dashboard skillfully.

We’ve broken down the POS ordering phase into easy-to-understand steps, so just follow along with us-

I- Navigate to your POS (Point Of Sale) System

The first phase necessarily involves your access to the Point of Sale for WooCommerce dashboard; please remember that the POS plugin offers you a distinct POS Dashboard from your website.

Certainly, go to your WordPress Dashboard and click the View POS button in the top navbar to get to your Point of Sale for WooCommerce Dashboard. Please see the screenshot below for a greater understanding.

POS for WooCommerce Backend

II- Move to your POS Panel and Log In

After that, you must be automatically transferred to the POS Login Page. To proceed, enter your login credentials and click the Sign In button.

Check out the screenshot below for a deeper understanding of the process.

WooCommerce POS Login

III- Start adding Products to Cart Section on your POS Dashboard

Since you’ve already reached your Point of Sale for WooCommerce Dashboard, it’s time to get started on the next step.

You may perform a product-related search (by inserting the search term into the search bar), a product filter (by selecting a category from the footer bar or using the category filter button), or simply add your preferred items to your cart for ordering.

point of sale for woocommerce Dashboard after Logging In

When you choose any of the cart icons in your product box’s right-hand corner, the product is automatically added to your cart, and you’ll get a notification. Kindly see the screenshot below for a better understanding.

point of sale for woocommerce product added to cart notification

IV- To Confirm the Setup, You must provide Additional Cost Details

After you’ve finished adding your desired items to the cart section. You may now proceed to add your extra costs to the sum of your order.

When placing an order from the Point of Sale for WooCommerce Dashboard, you can easily add Vat/Tax info manually. Simply click the + icon next to Tax (VAT included), fill in your tax information in the popup window, and click the +Add button.

point of sale for woocommerce add tax-vat details then

Required a Quick Analysis on Your Store’s Tax Setup?

Yes! Take Me There

If your Point of Sale for WooCommerce order requires shipping, then do make use of this feature. Simply tap the + icon next to Shipping. Enter your preferred shipping costs but instead select the +Add button to proceed.

POS add shipping cost

V- Select your Preferred Payment Method

For your POS order, the next move is to choose your preferred payment/transaction form. To do the same, click the + icon to the left of the Select Gateways option. A popup box will appear, displaying the available transaction options; simply select one and hit the Select Payment button to continue.

Have a look at the screenshot below for instance.

POS select payment-transaction method

VI- Enter your Coupon Details

This is a step that can be skipped entirely. Click the Apply Coupon button if you’re supposed to get a discount coupon or an additional discount over your POS order.

After hitting the button, manually enter your coupon name and the effective discount rate into the popup, then tap the Apply Coupon button. That’s it; you can now apply coupons to your POS orders with ease.

POS add coupon details

Then, to proceed with processing your POS order, select the Pay Now button.

VII- Enter Customer’s Shipping Details to Complete the Order

When you click Pay Now, a popup form with the headline Finish Your Order will appear. This is the form that includes information about your current order; merely fill in the blank fields with the information you possess.

Point of Sale for WooCommerce Frontend Finish Your Order Modal-1

You may also use this form to review and approve the specifics of your order. If you don’t find any issues, click the Place Order button to continue.

Point of Sale for WooCommerce Frontend Finish Your Order Modal-2

On your Point of Sale for WooCommerce Dashboard, you’ll see an Order Placed Successfully Notification after some time. Your order has been placed successfully, as shown by this notification.

You can see an illustration of the notification in the screenshot below.

Order placed successfully notification

Backend Display Of Your POS Orders

If you’re curious about the particulars of your orders, click here. Return to your WordPress Dashboard > WooCommerce > POS Orders to try them out.

You can conveniently find a list of orders placed using POS Dashboard there. Take a close look at the screenshot below, for instance.

point of sale for woocommerce Orders placed backend list

What Are The Perks Of Using The Point of Sale (POS) For WooCommerce Plugin?

Many operations in a retail store can be unbelievably time-consuming and resource-intensive. Retailers would simplify crucial everyday business operations with greater proficiency if they’re using the right POS system.

According to Grullon, modern POS systems do more than only provide versatility when handling everyday transactions. They increase the chances of a merchant’s success by giving them tools to streamline business processes.

Following are the main features that Point of Sale (POS) for WooCommerce plugin offers, almost all features are the ones that a store owner wishes for-

Operability for POS Dashboard on Multiple Instances

The plugin can offer seamless operability of the Point of Sale for WooCommerce i.e. plugin’s dashboard over multiple devices at a time. Different users i.e. cashiers, outlet managers can access the POS dashboard on different devices at a time. 

This can help the admin split up the order workflows amongst multiple employees effortlessly by providing them admin access for POS.

Outstanding Time Saver

This plugin can accurately supply time-saving features as it manages all order billing and log management for users. Without any extra effort, the store managers can track all orders offline and online, process bills, operate POS on multiple outlets, and so on.

In addition, the admin manager can keep track of a product’s sales and schedule their time to update the stock.

Enhance Productivity

These systems not only increase the efficiency of your physical store but also lower the costs for businesses. You also couldn’t need as many employees in your store thanks to automation for a purpose.

Amazing Category Filter 

You can easily use the plugin’s excellent product category filter to process POS billing with ease. You can choose different products according to your preferences by using the category filter, which will display you a list of almost all product categories available at your online store.

Easy Customization of User Profiles

This plugin allows admin managers to easily customize all user profiles. Admin managers may delegate outlets, products, and user roles to store/outlet managers.

User-Friendly Single Page Webapp Based on React JS

The WooCommerce POS system itself is built with React JS and is quite user-friendly, it offers automatic background refreshing single page web app. You need not switch between multiple tabs and refresh your page from time to time.

Outstanding Product Search 

The excellent product search feature in the WooCommerce POS dashboard allows store managers to quickly search for products. Almost all of the products in your online store are discoverable.

Effortless Inventory Management

Provides streamlined inventory tracking that eliminates the need to manually update order data. You can monitor product sales and determine when it’s time to update your stock with a Point of Sale (POS) plugin.

Offer Touch Screen Operability

If you’d like to access your POS system over a touch-sensitive surface, the WooCommerce POS system offers a touch screen with easy operational capability for the supported devices.

Ease of Perform Tax Addition

Taxes are automatically calculated based on tax rates and class settings. You can easily configure shipping charges based on the store address, outlet address, customer billing address, or customer shipping address. 

Efficiently Manage Credits for Counter/Outlet Managers 

Any cashier or outlet/store manager can add credits to his or her account based on the bills generated by POS orders.

Smoothly Customizable Your Login Page

Admin management can effectively customize your WooCommerce POS login page, such as modifying the background color, including a proper description, and so on.

Smartly Apply Discounts/Coupons 

At the time of checkout, the Point of Sale for WooCommerce i.e. A POS agent can apply coupon codes to the cart. However, the POS user can edit the price of items in the cart or a customer-based discount is applicable for a few products.

Deftly Perform Log Maintenance

Order logs can be easily controlled and monitored by admin managers. Almost all orders, whether placed online or offline, are documented in order logs.

Comfortably Synchronize Your Orders 

This plugin allows users to easily synchronize all of their orders in one place. You can conveniently access all of your online and offline orders, as well as schedule them for shipments.

Contact-Free Order Billing 

This plugin provides an easy-to-use online order billing system. Store/Outlet managers can quickly create invoices online and send them to customers via email.

Bottom Line

Retailers run the risk of slowing down their operations and missing critical data that could help them grow their business faster. Having key insight about their customers, their inventory level, and when they should order more supplies are examples of information a POS provides.

MARYLISE TAUZIA, PRODUCT MARKETING & EVANGELISM LEAD, SQUARE

An efficient Point of Sale for WooCommerce i.e. POS systems will have the ability to boost up your store’s performance and create a satisfying shopping experience for your customers, as a result. 

But, Wait? Don’t jump Right Away with a POS plugin, do find Answers to few Questions first-

What is your business type? What are the essential features that your business requires from a POS? What’s your budget? Have you planned beforehand about your customers’ types and support?

It is majorly observed that your POS plugin obviously depends on your needs and budget. 

If you’re on a tight budget, going with MWB Point of Sale (POS) for WooCommerce FREE Version will be your best bet because they offer outstanding POS features. 

There are various other POS systems too, but their offered features might land you up at the expense of a hefty monthly fee. So, choose wisely and proceed with the best one.

Do you have any questions as to which Point of Sale for WooCommerce i.e. POS plugin works suitable for your store? Let us know what you think in the comments!