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WooCommerce Point of Sale. How to Create Orders Via POS

WooCommerce Point of Sale is a flexible tool that greatly contributes to order fulfillment and increases its efficiency. Integrating with POS system lets you save time and instantly create orders within one-page wizard accessible in Store Manager for WooCommerce application.


WooCommerce POS tool (WooCommerce Point of Sale system) has been introduced to Store Manager in version 1.8.0.533. In case you use version older than this, please update WooCommerce Manager to seize point of sale technology.

WooCommerce POS Tool of Store Manager

The integrated Point of Sale Wizard brings you a multitude of advantages:

  • Cuts down order entry time
  • Flexible product search within WooCommerce POS lets quickly add items to the order
  • Barcode scanner is supported that allows to read product EAN codes and instantly insert these products to order
  • Simplifies customer identification
  • Facilitates customer account creation directly from order creation wizard
  • Lists WooCommerce delivery and payment methods
  • WooCommerce order processing can be easily fulfilled via cash/change calculating
  • Allows to create orders operating with keyboard and hotkeys without mouse using.

How to Create WooCommerce Order

Using Store Manager you can create WooCommerce order via Point of Sale system tool. Here what you need to do:

Launch WooCommerce POS in Store Manager, you can just press F11 hotkey or click its icon in Orders tab. You can also select some products from the grid and instantly add them to POS page clicking corresponding option in the context menu.


WooCommerce POS Launch in Store Manager
WooCommerce POS Launch in Store Manager

POS window represents smartly arranged data handling sections, where you can set customer, delivery and payment methods and complete order processing.


1. Add Products to Order in Point of Sale

Products can be inserted to order form manually, being selected from the product list, via search option or by means of barcode scanner.


Pressing search icon within Quick Add Product line will expand the dropdown with all available at the store products and you can choose necessary ones to create WooCommerce order with them.


Product Search in WooCommerce POS System
Product Search in WooCommerce POS System

To refine products search and quickly reach required items from the list, you can use some parameters and narrow search selecting certain fields. It is possible to search through product ID, title, SKU, description, price, stock.


Fields for Product Search for Adding to Order in WooCommerce POS
Fields for Product Search for Adding to Order in WooCommerce POS

Insert search request in the line, select fields to search through and press Enter to get all the products matching the request.


Filtered Products Added to Order in WooCommerce POS
Filtered Products Added to Order in WooCommerce POS

To automate search insert, use barcode scanner, read product code and get it inputted to order.


To use barcode scanner, you need to adjust device settings. By default the reader acts like keyboard and product search is completed by its code. After EAN is read, it gets to the search field and corresponding product will be shown. It is possible to change the settings and choose "Handle as barcode scanner" option in Preferences (F12) - Barcode Settings. Thus, the scanner performs the function of data input device and transfers read out information to Store Manager.

Once a product is added to WooCommerce Point of Sale, you can easily change its quantity using +/- on keyboard and adjust product price directly in the form.


2. Assign Customer Account

The customer being registered at WooCommerce, you can assign it to the order just selecting corresponding account from the dropdown. Press search icon beside Customer Info field or click F3 to get the list of registered accounts.


Customer Selection for Order in WooCommerce POS
Customer Selection for Order in WooCommerce POS

To register new customer account, press New Customer in WooCommerce point of sale window and insert all the details within customer edit form.


New Customer Creation in WooCommerce POS
New Customer Creation in WooCommerce POS

3. Set Delivery and Payment Methods

The following step in WooCommerce order creation requires you to select delivery and payment methods. Assign also status to the order selecting suitable one from the dropdown below. Add discount and comment to the order.


Delivery and Payment Method Setup In WooCommerce POS
Delivery and Payment Method Setup In WooCommerce POS

To get payment/delivery methods displayed in WooCommerce Point of Sale, you should configure them from WooCommerce backend.

The options, available on the toolbar below help you process WooCommerce order, calculate cash and change if you use Store Manager for physical stores, generate and print invoices or simply confirm order creation.


Additional Order Options in WooCommerce POS
Additional Order Options in WooCommerce POS


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