Dashboard

As soon as you activate the plugin and go to YITH > Point Of Sale, you will see the Dashboard. 

Here you will see a dedicated report about all orders and sales made through your POS terminals.

Yet, this option requires the plugin WooCommerce Admin to be enabled, so if you haven’t installed it yet, you will see this screen that invites you to download and activate the plugin.

Make sure you install it and activate it, so you will be able to see a report like this.

What you can see in the Dashboard

In the first section of the Dashboard you can see stats of your shop:

  • orders
  • net sales
  • average order value
  • average items per order
  • items
  • new customers
  • returning customers
  • coupons

Filter by date

These stats can be filtered by date: you can choose one of the preset time ranges or select a custom one.

Moreover, you can select another time range for a comparison.

Filter by store and registers

You can also filter these stats by store and by one specific Register as well:

Compare stats

The trends will be shown in the section immediately below in a chart. Choose the style you prefer between line chart or bar chart.

For example, in the following screenshot, you can see sales of the current week (Week to date selected) compared to the same week of the past year (Previous year selected):

Finally, in the last section of the Dashboard you’ll see a quick summary of  sales by payment method and a box with Top cashiers listed by the net amount of sales they have processed through your POS system.

Store information

To start configuring your Points of Sale, go to YITH > Point of Sale > Store: here you can set up one or more stores where you will use the POS system.

Click on Add new to add a new one, and you will be guided step by step to the full configuration.

Step 1 – Store information

In this step, you can enter the store information and contact details, included social networks. Following you find the details you can enter here.

  • Store Name (required field)
  • VAT number
  • Full address
  • City
  • Country/State
  • Postcode/ZIP
  • Phone
  • Fax
  • Email
  • Website
  • Facebook
  • Twitter
  • Instagram
  • Youtube

Employees

Step 2 – Store employees

Here you can set up the employees of your store. You can add users with two different capabilities:

  • Managers, who have full access to all Registers and functionalities of the store.
    Please note that you have to assign at least one manager for each store.
  • Cashiers, who might have limited access to the store Registers (e.g. being allowed to use only Register 1, but not Register 2). You can set these limits in the next step about Register settings.

You can either pick an existing user or add a new user profile from this screen:

 

Go to YITH > Point of Sale > Store > Employees whenever you want to edit one or more of the above details for an existing store.

Store Registers

Step 3 – Registers

In this step, you can set up all the Registers available for the Store. Every Register might have different settings, regardless of other Registers of the same store. Please, see all the available options below:

    • Register name: this is mandatory field that will help you identify Registers.
    • Scan barcodes: enable this option if you want to let Cashiers scan items with a barcode scanner device from the POS view. Read more about this feature here.
    • Payment methods: here you can choose which payment gateways will be available for this specific Register.
    • Products to show: here you can limit the products that are purchasable from this specific Register. This option can be useful if you want to sell some products only in your WooCommerce online and make them unavailable in your physical points of sale, or if you have distinct departments.
      In the example below, from this Register you can only purchase products in categories Accessories, Man, Woman.

  • Show all products or products by category: choose here how you want to display products in the POS screen. You can show the category list, so the Cashier has to pick a category first and then find the product, or you can show all products in one view.

    Product categories

    All products without categories
  • Enable receipts: this option allows you to enable the Register to print sales receipt every time an order is placed. Make sure you’ve added a receipt template first in YITH > Point Of Sale > Receipts (as explained here). You will be able to pick one template from all the available templates.

  • Enable Register closing report: enable this option if you want to let Managers and Cashiers download a Register closure report in CSV format, including all the information listed in the Closure window (opening times, closing time, cashiers logged in, sales by payment method, total sales, cash in hand and cash total).

  • Enable Register final notes: this enables a dedicated box in the Register closure view, where you can add notes.

Go to YITH > Point of Sale > Store > Registers whenever you want to edit one or more of the above details for an existing store.

Save and edit store

Step 4 – Save store

Here you can review all the store details, employees and registers and save the store. If there’s something that you want to change you can still go backward to one of the previous steps and a draft copy of this store will be saved.

If you want to edit any of the above store information after the store is saved, you just have to go to the Stores tab, pick a store and edit the details.

Registers

Go to YITH > Point Of Sale > Registers to view all registers, logged in Cashiers and edit the Registers.

This what you can see:

Here you can get a picture of which Registers are available, to which store they belong and if they are currently opened or closed.

You can also quickly enable or disable any of the Registers by clicking on the ON/OFF button that you find in the table.

Also, whenever you hover on one of the Registers, you’ll be able to see more buttons.

Click on Open Register to open a session for that Register.

Click on Edit to edit any details. Please, refer to the Store Register setting for more details.

Receipts

Go to YITH > Point Of Sale > Receipts to configure your sales receipt templates. Every Register can use a custom template. Click on Add new receipt to create a new one.

The new receipt template is divided in collapsible sections and on the right side you’ll see a preview of the changes that you are currently doing.

General settings

In the General settings section, you can edit the Receipt name: this is the name of the template, the one that you will see in the Register picker tool in the Register settings.

receipt settings

Receipt header

Here you will be able to set up what will appear in the receipt header. You can edit the following options:

  • Logo: upload here you custom logo to show in the top of the receipt.
  • Name: enter here the shop name as you want it to appear in the receipt.
  • Show VAT: enable this option if you want to show the VAT number that you’ve set in the Store settings.
  • VAT label: edit here the text that will identify the VAT in the receipt. Default to ‘VAT:’
  • Address: enable this option if you want to show the store address as specified in the Store settings.
  • Contact info: enable if you want to show the Store contact info as specified in the Store settings. You can choose whether to display all or just a few of the available ones.

logo settings

 

Order info

Here you can edit all the information related to the order as they will appear in the receipt:

receipt order info

  • Show order date: include the order date
  • Order date label: change here the text that identifies the order date. Default to ‘Date’.
  • Show order number: this will print the order ID.
  • Order number label: change here the text that identifies the order number. Default to ‘Order’.
  • Show customer name: this shows the customer name (if available).
  • Customer label: change here the text to identify the customer. Default to ‘Customer’.
  • Show Register name: this allows showing the Register through which the order was placed in the receipt.
  • Register label: change here the text to identify the Register. Default to ‘Register’.
  • Show Cashier name: this allows showing the name of the Cashier who placed the order.
  • Cashier label: change here the text to identify the Cashier who placed the order. Default to ‘Cashier’.

Footer

In this last section, you can add a custom text that will be shown in the receipt footer.

thank you message receipt

Click on Update receipt to save your settings. From now on, you will be able to find this receipt template as one of the available choices in the Store settings.

Example

If the receipt option is enabled, whenever a new order is placed, on the POS screen, you will be able to see a Print receipt button that allows you to either print the receipt through the connected printer or to save a PDF copy of it.

Customization

Go to YITH > Point Of Sale > Customization to customize the settings of your POS screen.

This tab includes more sections.

General settings

  • Enable sound effect: this option enables the sound played every time a product is added to the cart from the POS screen. Every Cashier can disable the sound effect from the POS terminal by clicking on the bell icon:
  • Close popup windows when clicking on the background: enable this option if you want to close every kind of popup window appearing on the POS screen when you click out of it. Make sure you keep this option disabled if you want to close the window only when clicking on the X icon in it.

 Login page

  • Login page: pick here the page that opens the POS screen view. This is the page that Cashiers have to visit whenever they want to open and use a POS Register. By default, the plugin creates a page called ‘YITH POS‘, which slug is /pos.
    This is also the page that can be opened from the backend from the top left menu dropdown.

  • Login logo: here you can set up the logo that your Managers and Cashiers will see on the login page whenever they visit the POS screen page and near the search bar in the Register screen.

  • Login background image: pick or upload here an image for the login screen.
  • Login background color: pick here a colour for the background of the login screen. This will be replaced by the image, if there’s any selected.

Preset settings

  • Number Keyboard presets: here you can set up the preset discount buttons that will appear on the Number keyboard when you edit the product price from the POS screen.
  • Fee and Discount presets: here you can set up the preset amounts for the buttons that will appear when you click on the Add Fee or Discount button from the POS screen. They will be listed as ‘Popular fees’.

Stock management

Please, refer to this page for the settings and for a better understanding of the stock management.

Color settings

From this section, you will be able to change the colours of the items in the POS Register screen.

  • Primary color
  • Secondary color
  • Background products grid
  • Background product title
  • Background saved cart buttons
  • Background Pay button
  • Background note buttons
  • Background header

In the following screenshots you can see which items on the screen match the color settings.

Stock management

Go to YITH > Point Of Sale > Customization > Stock Management to edit the settings for the stock management of your online store and points of sale.

You will see the following options that apply to the whole store globally:

1. Show stock on Register

Show stock on Register: enable if you want to show the number of available items (stock counter) on the product from the POS screen.

2. Multi-stock

Enable multistock: enable this option to manage multiple stocks for your products and sync the stocks of all your stores (both the online store and the points of sale).

Please, note, this option applies to all products globally, but you will have to complete the configuration on a product basis.

Go to the product, select Inventory and you will now see the additional POS inventory section enabled:

You will see an option called Enable Multi Stock in POS which is disabled by default.

This option overrides the global settings, so, if disabled the multi-stock option is NOT available on this product. This is the default behaviour to make sure that the multi-stock feature is only available after you intentionally go and finish the stock configuration on the product.

So, keep it disabled to keep this product have just main stock settings and use it for both the POS and online sales.

Alternatively, you can enable the Enable Multi Stock in POS option and start setting up a stock value for each of your points of sale.

If you don’t set any stock value or forget to do that for one or more stores, while keeping the Multi stock option enabled, the plugin will apply the global settings explained in the next option.

3. Products of a store without stock are

Here you can set up how the plugin should deal on a specific case, that is when both the global multi-stock option and the product multi-stock options are enabled, but, no stock value has been defined for one or more stores.

Global multi-stock enabled
Product multi-stock enabled but no stock value set

You will be able to choose one of the following:

  • The product is purchasable: the general stock will not be decreased if an item is purchased from the store POS system.
    Ex. You CAN buy the Washing machine from any of your points of sale, but the total number of stock units available in the general stock will not be changed. No stock counter will appear on the product.
  • The product is purchasable from the general stock: the general stock value will be updated whenever an item is purchased from the store POS system.
    Ex. based on the following screenshot, you CAN buy the product from Technoshop store (where not stock has been set) and will see a total availability of 10. Whenever an item is purchased from this store, the total general stock will be decreased to 9 units.
  • The product is not purchasable: you will have to add a stock value for every store to let customers purchase the product from any of your points of sale.
    Ex. based on the above screenshot, you will NOT be able to purchase the product from Technoshop (which stock has not been set) but only from Cheery Tree Lane Store and Marilù store.

Stock and refunds

Whenever you refund an order placed through the POS system, the items are restocked automatically only if you are using WooCommerce version 4.1 or higher.

 

Additional payment methods

YITH Point Of Sale plugin adds more payment methods to your WooCommerce store.

Go to WooCommerce > Settings > Payment to see what is available.

Besides the standard payment methods included in WooCommerce, you will see two additional payment methods:

  • Cash
  • Chip and Pin

Both gateways are added by our POS plugin and can either be used for orders on the online shop or from the POS interface.

Gateways available in the Checkout of your online store
Gateways available in your POS Register

You will also see two columns that allow you to enable every single payment gateway for the online store (‘Enabled‘ column) and for the POS screen (‘Enabled on YITH POS‘ column).

To enable/disable specific payment methods on some Registers only, please, do that from the Register settings.