Login

Once you’ve configured your Stores, you can access your POS Register. This is how it looks like:

Let’s see how and what options are available in it.

Login

First of all you’ll have to log in.

The login page will appear whenever you visit the POS page. By default, the plugin creates a page with the /pos slug. So, if your site name is mystore.com, the access link will be mystore.com/pos.

If you change the page or the page slug, the login link will change accordingly. Please, see here how to set up a custom POS page.

When you visit the POS page, if you are not logged in, you will see a login screen like this.

Once you’ve added correct login info, you will be able to pick the Store and Register you want to access to.

Remember that Managers and Cashiers might have limited access to specific Stores and Registers, so in the login screen they will only see those Stores and Registers they have been enabled to.

This will open the Register, which will make the Register session start.

If some other Manager or Cashier has already opened the selected Register, you will see a message that asks you whether you want to choose another Register or Take over. Only one Cashier at a time can be logged in the same Register, so, please, be careful and use the take-over function only if you know that you can freeze the other Cashier out of the Register.

Please, consider that store admins and Managers will also have access to the website backend, so they will be able to login from the wp-admin and then click on the Visit POS link that is on the top left side of the screen or from the frontend. This will open a Register.

You will be able to see open Registers and users logged in from YITH > Point of Sale > Registers.

Logout

To log out of the Register, you can simply click on the Log out button that’s on the top right corner of your screen.

Please, note that this button lets you log out of the website and Register, but it will not close the Register. To close the Register and get a closure report, please, refer to this page.

User menus

Right side menu

This is the screen that Managers and Cashiers will see.

On top right of the screen you will see:

  • a bell icon that lets the Cashier turn off the Register sound effect (please, visit this page if you want to enable/disable the sound effect for everyone)
  • a full screen icon that will let the Cashier see the POS view in full screen (available only on desktop version)
  • the name of the logged in user. If you hover on it, you will be able to see a quick recap with the following information:

  • Login times: this is the time of  the Cashier’s login.
  • Total orders: this is the number of orders placed since the Cashier’s login.
  • Total sales: this is the total amount of sales made since the Cashier’s login.

You can also download a CSV report with the above information.

The red Log out button will let you quit the Register and log out of the website. Yet, this will not close the Register. To do that, please, see this page.

Left side menu

On the left side of your screen, instead, you will see:

  1. the Store and the Register you’re logged in
  2. the Manage Store button to log into the backend of your website (only available for Store Managers and website admins)
  3. the Switch Register button to switch from a Store/Register to another one (only available for Store Managers and website admins)
  4. a menu button that opens the following views:
  • Register screen
  • Order history
  • Today’s profit
  • Manage cash
  • Close Register

Let’s see them one by one in the pages below.

Open Register – Cash in hand

This is the main screen. Whenever you open a Register, a window will open where you can add Cash in hand amount.

You will be able to add more cash in hand during the Register session, as you can see here. Close the window, if no cash is being added to the cash register.

Products

Product listing: search, add and scan by barcode

On the left side of the screen you will see the products. They are displayed either by category or all together, based on the settings that you’ve selected in YITH > Point of Sale > Registers > In Register dashboard show (see details here).

You will be able to see all products or filter them by On sale, or Featured.

Just click on them to add them to the cart. If it’s a variable product, you will be able to pick the right variation:

Clicking on one product more than once will update the product quantity.

You can also search products by SKU or name in the search bar or by Barcode if the related option has been enabled (in the Store Register settings).

To scan a product by barcode, you just have to select the Scan Barcode tab and the pointer will be automatically placed in the search bar. Just scan the item with your barcode reader, and you will find the product matching the code.

To add the barcode to a product, you have two options. You can either enter the product barcode in the SKU field in the product settings, so whenever you scan the product in the search bar, you will find the product.

Or, alternatively, you can use YITH Point of Sale with YITH Barcodes plugin that will automatically generate a barcode for every product and order of your shop. Please, read this page for more details about this integration.

Please, consider that the barcode readers work like any other input device. So, as an alternative to it, you can manually enter the barcode from your keyboard.

Add a new product on the fly

Finally, from this section, you can also add a product on the fly by clicking on the Add product tab.

You will be able to fill in the following information for the new product:

  • Product name
  • Product category: start typing to search among your shop categories
  • SKU: enter the product SKU here.
  • Tax Status: you can pick one among:
    • enable
    • shipping only
    • none
  • Tax Class: you can pick one among what you’ve set up in your WooCommerce > Settings > Tax.
  • Default price: enter here the product price.
  • Stock (only available for Store Managers): enable or disable the stock management for this product here.
  • Quantity in stock (only available for Store Managers): enter the total stock quantity here.
  • Sync with WooCommerce (only available for Store Managers): choose whether to sync the product that you are now creating with your WooCommerce products. If disabled the product will not be saved. If enabled, the product will be saved in WooCommerce > Products (with visibility option set to POS results only). If you want to edit that product information and visibility for your online store and points of sale, you can edit it as any other WooCommerce product.

Please, note, products added by Cashiers will only be available on that specific order and will be deleted immediately after the order is completed.

After clicking on ‘Create product’ the product will be automatically added to the cart.

Calculator

Next to the product search bar, you will also be able to see a calculator for quick calculations you might need to do when the Register is open.

Cart and payment

On the right side of the screen you will see the Cart with all its options.

Whenever you click on a product from the left or scan its barcode, you’ll see it appear in the Cart.

Every time you click on the product, the quantity in the cart will be updated. Yet, you can also edit more information on a product basis, once the product has been added to the cart.

If you hover the product in the cart, you will see a pencil icon: click on it to open more details.

You will be able to edit the unit price. Click on the price to open the Number keyboard and apply either a fixed price (click on the $ symbol) or a percent discount (click on the % symbol) on the unit price.

You can also add a note on the product. You will see an icon on the product when the product box is closed.

Cart buttons

At the bottom of this screen, you will also see more buttons.

1. Add note.

This allows you to add a note on the entire order.

2. Add fee or discount

This allows you to add either a fee or a discount on the order total. You can either choose fee or discount, and select whether it has to be fixed or percent.
You can take advantage of the preset keys for a quick selection (Popular fees). You can set up these keys with custom values from YITH > Point Of Sale > Customization as explained here. Additionally, you can add a Reason text to take note of why the fee/discount has been applied.

3. Apply coupon

Click on this button to apply a coupon code that has been previously created in WooCommerce > Coupons. Copy and paste the code and click on ‘Apply coupon’ to confirm.

4. Shipping

Click here to add a shipping cost. Select the shipping method first and then type in an amount that will be added to the cart total.

5. Suspend and save cart

Click this button if you want to freeze the cart for a while and start over with a new one. This option may be turn out to be very handy if the customer has forgotten a product, or if you have to quickly update something on the website backend. You can add a note on it, so it’ll be easier to find it back.

After saving the cart, you can start with a new order.

Whenever you’re ready to retrieve one of the saved orders, click on the Cart icon button that you find on top of the cart, select the cart that you want to restore and click on Load. You’ll be able to proceed and complete the order.

6. Empty Cart

You can also empty the cart in one move, and start adding products again.

7. Pay

When everything is set, you can click on the Pay button that will open a popup window with all available payment options.

In this window you will see on the left:

  • Total due: this is the total amount that the customer has to pay.
  • Total paying: this is the total amount that is customer is actually paying. It includes amounts from all the payment methods selected.
  • Balance: this is how much is still left to pay.
  • Change: this is the change that the Cashier has to give to the customer.

You can also split the payment and let customers pay the same order with more than one payment method:

  • Amount paying: enter here the amount that the customer is actually paying by each specific payment method.
  • Payment option: select here the payment method used.
  • Add another payment method: click here to add another payment method and fill in the Amount paying and payment option.
  • Popular tendered: here you you will find preset amounts that are smartly calculated. The first available one is the balance due, whereas the other ones are the nearest amounts calculated depending on the currency denominations. You can either select one of them or type the amount from the Number keyboard.

Example

Let’s give an example to show exactly how this works.

John is buying a fridge and washing machine. He needs them to be delivered at home, so he will pay a €200 cash now and will pay the balance when the products are delivered at home.

The total due is 1.360,80.

He’s paying now €200 cash, so you can Clear the pre-filled total and type in €200, select Cash as payment method and then click on Add new payment method to let him pay the balance with cash on delivery.

In the popular tendered you will find some smartly calculated preset amounts, so, select the first one, which suggests you the balance of €1.160,80, to fill in the amount paying and select Cash on delivery as payment method.

Finally, click on Pay and an order will be created with Completed status. If you add also Shipping information, the order will be created with Processing status.

This is what the admin will see on the backend in the order details:

As you can see, you will find a metabox on the right side called POS info, which includes the Store name, the Register, the Cashier and the payment methods with the related amount paid.

How does the payment work?

You can enable any payment gateway supported by your WooCommerce. Yet, all payments have to be processed manually. So, when you place an order, you’ll have to select the payment method, click on Pay and process the payment separately.

Orders will automatically be set to Completed, so, please, make sure you only click on Pay button if you have received the payment.

Only in one case the order status goes to Processing and this is if there’s one or more shipping lines in the order, which means that the order has to be shipped.

For example, before going to payment, you can add one or more Shipping methods/fees, to make sure that the order will be shipped.

This will create shipping lines and the order will be set as Processing.

In that case, after the shipping, the order can be manually set to Completed from the backend, in WooCommerce > Orders after quickly filtering orders from the dropdown menu and clicking on YITH POS.

Customer

When you place an order from the POS screen, you can either process the order for guest users, or you can associate an existing or a new user to it. This can be useful if you need to save customer’s details like the billing and shipping information (for example for a delivery at home) or if you have special coupons for returning customers only and so on.

Let’s see how to do that at the cash desk.

At any time, you can open the Customer tab that’s on the right side of your Register screen.

Start typing the customer’s username or email address to select an existing user. After selecting the user, you can also edit their existing (billing) details from this view:

Alternatively, click on Or add a new user button to create a new user that will be later available in the Users tab on the backend, as their billing details.

You will be asked to enter their details. Then, save and complete the order.

These are all the available fields for new and existing customers:

  • First name * (required field)
  • Last name * (required field)
  • Company
  • VAT / CIF / ID
  • Email * (required field)
  • Phone
  • Address
  • City
  • Post Code
  • Country
  • State

Please, make sure you fill out at least all required fields (First name, Last name and Email), otherwise, you will not be able to complete the order.

Address

You can also set up the customer’s shipping address before proceeding to the payment. To do that, just open the Address tab in the right side of your Register screen and fill out the fields.

You will find these shipping fields:

  • First name * (required field)
  • Last name * (required field)
  • Address
  • City
  • Post Code
  • Country
  • State

Please, make sure you fill out at least all required fields (First and Last name), otherwise, you will not be able to complete the order.

Order History

In the Order History you will be able to find a list with all orders placed in the current store through the POS system.

Go to the left menu on top of the screen and click on Order History.

You will see a list of all orders grouped by day from the most recent to the oldest ones.

You can also filter orders by Register by simply selecting it from the dropdown menu on the left.

Click on a specific day and then on the order to see the details on the right side of the screen.

Here you can see:

  • Order number
  • Payment method
  • Order date and time
  • Order status
  • Customer
  • Products and quantity
  • Tax and fees
  • Receipt: you can print the receipt once again from this screen