WordPress knows how to handle automatic installation the most effortlessly. For that you just need to-
- Navigate to your WordPress Dashboard and log in.
- After that browse to Plugins > Add New in the left panel of your dashboard.
- On the top, click the Upload Plugin button.
- Choose the .zip file from the Choose File menu, then click Install Now.
- Activate the plugin once it has been successfully installed.
Another alternative for installing the plugin in your WordPress environment is to do it manually. The manual installation process requires downloading and uploading your MWB Point of Sale (POS) for the WooCommerce plugin to the webserver utilizing their preferred FTP client.
- In the /WP-content/plugins/directory, upload the MWB Point of Sale (POS) for the WooCommerce folder.
- Activate the plugin in WordPress by navigating to the ‘Plugins‘ menu.
- That’s it.
In order to proceed with the POS Backend settings, you need to carefully learn the specifics of the settings detailed below-
Making use of this General Settings tab, you can easily set up controls for your WooCommerce POS dashboard basic settings in an easy manner. This setting tab allows you input-
POS Header Text, using the text box, you can conveniently input your custom header text for your WooCommerce POS dashboard. The entered text can be visible at the front end.
POS Header Color, you can pick your preferred color for your WordPress POS integration dashboard by using the Select Color option; 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, in order to make your POS dashboard even more personalized and relatable to your online store, you can easily upload your custom logo. Simply tap the Upload button and then choose your preferred logo to be uploaded.
POS Footer Text Color, you can easily select a custom color for your WordPress POS integration dashboard text by using this input option. Simply click the Select Color button to choose a color or input the hex code for it.
POS Footer Background Color, you can easily choose your preferred color for the POS footer background. Either select a color from the color picker box or enter Hex code for the same.
Frontend Display, You can check out the frontend display generated out of the general settings that you’ve performed.
Barcode Generator Setting, using this setting tab you can easily generate barcodes for all your store products using a single generator button
Just hit the Generate Product Barcode button once and generate barcodes for all your store-based products at once.
For better understanding, do check out the screenshot below that depicts the list of generated barcodes of your products.
Similar to the General Settings tab, the Login Panel tab also allows you to customize your POS Login Page in an easy manner. This page offer inputs like-
POS Login Page Title, you can easily input the custom title for your POS Login page in the text box.
POS Login Panel Sub Title, you can easily enter your POS Login panel subtitle in the text box given here.
POS Login Panel Description, this text box accepts inputs for your POS Login panel-based description. If you feel like you can easily enter your customized description here.
Background Color, you can easily pick a custom background color for your WordPress POS integration Login page from here. Just choose the color from the color picker box displayed after tapping the Select Color button or enter Hex code for the same.
Button Color, you can also pick your preferred button color for your POS Login panel-based login button. Either pick the color or enter hex code for the same both would work.
Button Text Color, you can also customize your button text color for your POS Login page. Add hex code in the box or just pick the color from the box displayed after clicking the Select Color button.
POS Login Image, if you’re planning to add your store logo image to your WooCommerce POS Login page, don’t worry just tap the Upload button in front of this option and upload.
For better clarification regarding the settings made, do refer to the screenshot below.
This tab depicts your system status, you can find lists of all WP and your system variables here. This tab is only for informative display, this tab does not entertain any sort of settings for your WooCommerce POS dashboard.
If you need to explore your system status-related information, then check out the System Status tab.
POS plugin basically formulates a frontend dashboard area for your POS billing purposes at your physical store counters. All the necessary controls and settings are easily available there.
The best part is that the WordPress POS integration system itself is built with React JS and is quite user-friendly, therefore it offers automatic background refreshing over a single page web app. You need not to switch between multiple tabs and refresh your page from time to time.
4.1.POS Login Panel
It is the very first section of your WooCommerce POS dashboard, as the name implies this section is all subjected for POS Dashboard login purposes
Just input your login credentials within the Sign In text boxes and hit the Sign In button. There you go for your journey to explore the POS dashboard area.
4.2.POS Dashboard Area
This is the actual dashboard of your WooCommerce POS. After logging in you’re automatically transferred to this page.
The POS Dashboard area consists of multiple controls within that you need to be aware of in order to effortlessly process orders there. We have put down an effort to somehow aware you about the controls there, using a screenshot.
Do refer to the screenshot, I’m sure that the screenshot would help you out with streamlined and effortless processes of your Woocommerce POS orders
4.3.POS Category Filter Option
You can easily make use of the plugin’s outstanding category-based filter and process WooCommerce Point of Sale integration billing effortlessly. This feature automatically lists out all the categories and their products similar to your online store.
Either filter from the category given over the footer, or, switch to the category filter option available accessing the button on the bottom right corner. For instance, check out the screenshot given.
4.4.WooCommerce POS Search Feature
You can easily search any of your store based products by entering the search term within the search bar at the top right corner and hitting the search button.
While processing your store orders, if you face difficulty in searching your desired product from the panel just enter search your product easily using the search feature.
4.5.POS Dashboard Notifications
POS dashboard-based events always target SMART notifications in order to acknowledge you about the process. We’ve tried to sum up a few notifications out of that to help you have a clear idea of that.
Invalid Data Notification
You would receive this notification if you were supposed to enter any sort of invalid data within the WooCommerce Point of Sale integration system frontend while placing an order.
Product Removed from Cart Notification:
You might receive this notification within your WooCommerce POS dashboard if you are supposed to remove any of the products from your cart section..
Product Added to Cart Notification
Whenever you add a product into your cart section, you’re supposed to receive this notification. This notification acknowledges you about your cart product added.
Order Placed Notification
You are supposed to receive the notification when your POS order is to be successfully placed.
Empty Cart Notification
You might receive this notification, if you unintentionally hit the Pay Now button, while your cart is empty. This notification bounds irregular or irrelevant orders from accidental activities performed if ever.
4.6.POS Billing Functionalities
POS plugins offer multiple billing functionalities. Make sure you’re all aware of that in order to effortlessly process your orders.
Add Vat Cost
This feature lets you easily enter your additional tax or vat details while processing your orders. Just hit the + icon in front of Tax (vat included), enter your tax details in the popup box, and hit the +Add button.
Select Payment Method
This option allows you to easily opt for your preferred payment/transaction option. Whenever you hit the + icon placed in front of the Select Gateways a popup box appears displaying the payment options.
Just opt for the one you prefer and hit the Choose Payment button.
Add Shipping Cost
If your WooCommerce POS order requires shipping, then you can easily enter your shipping cost in the popup box displayed after hitting the + icon in front of Shipping. Enter your preferred shipping costs and proceed further by clicking the +Add button.
Add Coupon Details
If you are supposed to offer any sort of discount coupon or an additional discount over your POS WordPress order, then do click the Apply Coupon button.
After hitting the button, enter your coupon name manually along with the effective discount rate within and tap the Apply Coupon button in the popup. There you go, in this way you can easily add coupons to your WooCommerce POS orders.
4.7.POS Seller Information Update Option
As you very well know that POS WordPress is a seller platform, if any seller wishes to update his/her profile details then he/she can easily perform. You just need to hit the top left corner-based hamburger menu icon ≡ that drags the sidebar.
In that sidebar, just choose the very second icon, which thereby opens a popup box displaying the seller’s information.
There you go, enter your updated information in the boxes beside and hit the Update Profile button. You have now successfully updated your information. For a better understanding of the process do refer to the screenshot above.
How can you Process your Orders by Accessing the POS Dashboard?
POS systems are all about order processing, they can be your outstanding helping hands when it comes to processing your online and offline orders. That’s why you need to be aware of the actual process of accessing your WooCommerce POS dashboard skillfully in order to process orders.
We have formulated the POS ordering process in a stepwise journey, just follow with us to have a clear understanding-
STEP 1 Switch to your WooCommerce POS Panel
The initial step requires your access to the POS dashboard, remember the POS plugin offers you an additional POS Dashboard other than your website.
In order to access your WooCommerce POS Dashboard, just navigate to your WordPress Dashboard and click the View POS button at the top navbar. For clear understanding, do refer to the screenshot below.
STEP 2: Log in to your POS Panel
After that, you’re supposed to be navigated automatically over the WooCommerce POS Login Page. Enter your login credentials and hit the Sign In button to proceed further.
For a clear understanding of the process, do check out the screenshot given below.
STEP 3: Switch to your POS Dashboard and Start adding Products in your Cart Section
In the very step, as you’re already there on your POS system WordPress Dashboard, now it’s time to start processing further.
You can perform a product-related search (entering the search key term in the search bar), Perform a product filter (by selecting the category from the footer bar or performing the category filter hitting the category filter button), or, just add your preferred products to your cart for order processing further.
As you hit any of the cart icons in your product box right bottom, that product automatically gets added to your cart and there you receive a product added to cart notification. For better understanding, do refer to the screenshot below.
STEP 4: Enter Additional Cost Details to Process Order
After you are done with adding your preferred products to the cart section. You can now proceed with adding your additional costs to the order total.
You can easily add Vat/Tax details manually while placing an order from the WooCommerce POS Dashboard. Just hit the + icon in front of Tax (vat included), enter your tax details in the popup box, and hit the +Add button.
If your POS order requires shipping, then do make use of this feature. Just hit the + icon in front of Shipping. Enter your preferred shipping costs and proceed further by clicking the +Add button.
STEP 5: Choose your Preferred Payment Method
The next step requires you to select your preferred payment/transaction method for your WooCommerce POS order. For this, you need to hit the + icon in front of the Select Gateways option. A popup box will appear displaying the transaction options available, just select one out of them and hit the Select Payment button to continue further.
For instance, do check out the screenshot below.
STEP 6: Enter your Coupon Details
This is a fully optional step. If you are supposed to offer any sort of discount coupon or an additional discount over your POS system WordPress order, then do click the Apply Coupon button.
After hitting the button, enter your coupon name manually along with the effective discount rate within and tap the Apply Coupon button in the popup. There you go, in this way you can easily add coupons to your POS WordPress orders.
After that, click the Pay Now button to proceed further and process your WooCommerce POS order.
STEP 7: Complete the Order by Entering Customer’s Shipping Details
As soon as you hit Pay Now, a popup form will appear displaying the Finish Your Order headline. This is the form that contains details related to your current order, just fill out the blank fields with the appropriate information available to you.
You can also review your order-related information through this form for final approval. If you won’t find any issues then hit the Place Order button to continue.
After some time, you’ll receive an Order Placed Successfully Notification on your POS Dashboard. This notification clearly depicts that your order has been placed successfully.
You can refer to the screenshot below to get an idea about the notification.
6.Backend Display of POS Orders
If you’re curious to know the details of your placed orders. You can easily check them out by navigating back to your WordPress Dashboard > WooCommerce > POS Orders.
There you can find the list of orders placed using the POS WooCommerce integration Dashboard easily. For instance, do check out the screenshots below.
Yes, sellers can manually enter tax into the MWB-Point of Sale for WooCommerce system.
Yes, for the time being, you can accept cash and cards as payment options.
In my store, I have several POS counters. Is it mandatory for someone like me to create admin user roles for all the POS counters?
For the time being, Billings on counters can be accessed from a single admin login across multiple screens, also you can make multiple admin role accounts they all can have access to the same with their separate admin login.
Yes, you can add a logo with the MWB-Point for WooCommerce of Sale plugin
Yes, you can customize your POS Homepage with our Point of Sale plugin.
Yes, you can update all profiles with the Point of Sale for WooCommerce Plugin.
You can easily set the Desktop as well as email notifications for Orders/Bills generated using the Point of sale system.
Admin can easily create barcodes of all the listed products in WooCommerce through one click only.