WooCommerce POS - Managing Outlets & POS Users Guide

Point Of Sale - Outlet

Administrators can efficiently manage physical store locations through the Outlet management system. To begin, navigate to: WooCommerce Point Of Sale > Outlets

Add New Outlet

• This action redirects the admin to the Add New Outlet page where outlet details can be configured.

Import Outlets

For bulk setup, admins can use the Import Outlets wizard:

1. Choose Sample File: Select a sample file, such as sample_outlet.csv.
2. Continue: Click Continue to proceed.

Import Process

• Column Mapping: Map CSV fields to appropriate Outlet data fields.
• Run Import: Click Run the Importer to execute the import process.
• Completion: Upon successful import, an "Import Complete" message is displayed.
• View Outlets: Click View Outlets to see the comprehensive Outlet list.

Outlet Management Actions

• POS Login: Redirects to the POS agent login page for that specific outlet.
• Outlet Report: View detailed reports for each outlet.
• Bulk Actions: Select multiple outlets to Activate, Deactivate, or Delete them simultaneously.

Editing a POS Outlet

• Click Edit for the specific outlet on the Outlet List page.
• Update outlet details and configure Product Assignments.

Product Assignment

Under the Manage Products tab, administrators can:

• Enable products for the outlet.
• Assign POS stock accordingly.
• Use "Enable All Products" to quickly enable all products for an outlet.

Add / Manage POS Users

User management is accessible through: Point Of Sale > Users

Adding a POS User

• Click the "Add New" tab under the Users section.
• Navigate to Point Of Sale > Users > Add New to create a new POS User.

Editing a POS User

• Click Users to view the list of POS Users.
• Click Edit under a username to modify details.
• Note: Two users can be assigned to the same outlet.
• Admins can select any user as the default customer for POS.

Deleting POS Users

• Use the bulk action functionality to delete multiple users.

Key Features and Capabilities

Outlet and Agent Management

• Admin can create multiple store outlets and assign sales agents.
• Each outlet can have multiple agents assigned.
• Default user credentials are added in the Setup Wizard.
• Admin can assign store agents to manage physical stores.

Sales Agent Functionality

• Sales agents can analyze store reports directly from POS.
• Monitor sales history, held sales, and offline sales.
• Search for customers by name or email.

User Features

• POS users can update their profile image.
• Admin can set any customer as the default customer for POS.

Login and Navigation

• POS agents enter the opening amount for the cash drawer (this popup can be enabled/disabled by admin).
• Left navigation drawer displays menu options:
  • Home
  • Customer
  • Cashier
  • Orders
  • Report
  • Group Message
  • Settings
  • Reset
  • Logout

System Functions

Reset Functionality

The Reset button allows POS users to refresh the POS frontend with the following options:

• Resync All: Reset all POS data.
• Resync Products: Reset products only.
• Resync Orders: Reset orders only.
• Resync Customers: Reset customers only.