4.2 Create Order via POS
To improve order management and business performance, in general, you can use a new feature in ‘Customers & Orders’ sector of Store Manager for WooCommerce - a Point of Sale.
It is convenient that the order is created instantaneously, as a result of scanning barcodes of the products through customized barcode scanner or manually, by adding the desired product(s) via the search field in the POS form.
Create order by using Barcode Scanner tool
To be able to scan barcodes of the products you should make certain preparatory actions. Go to ‘Scanner Settings’ by using the option at the bottom of the form and press Barcode Scanner position to set necessary details.
Choose one of two conditions there.
If you choose the second option of the scanner settings - 'Handle as barcode scanner'
and select the appropriate device from the available list, a scanner will implement operations depending on the sector of Store Manager, which is currently opened.
The products display in the list automatically, which codes have been scanned before. That is not required to choose each time a separate product and press 'Enter' button to add another one.
Add Order to the Orders List Manually.
To launch POS option go to Store tab of Store Manager and choose from the Customer & Orders section the appropriate feature or use the F11 hotkey.
POS form can be visually divided into the following sections:
The first (1) allows searching the appropriate items to submit them to an order by helping with the search engine. You can choose the identifiers from a list which you want to find the products by clicking on the button -
and specify some product details in the search field. The existing product range will be filtered according to the selected determinants
The filtered results will be displayed in the table (sector #2).
Some tips you can use in the tabled data:
- press 'Enter' and stay on the field you want to edit: one click on the 'Enter' button and you can manually change the quantity of the ordered product(s),
double-clicking on 'Enter' option - the price of the selected product(s) can be modified etc.
The information on the appropriate customer's displays in the 'Customer Info' sector (3).
To attach the new customer to the certain order, you should click on 'New Customer' button and specify the required data in the fields of the form that will appear.
Use the search option to upload the existing customer and customer’s details.
You can make the changes of the selected user (customer) details by clicking on the edit button -
The next sector of POS - 'Delivery and Payment Methods'. The fields can be changed by helping with 'Edit' option. It activates the drop-down lists opposite of each row.
Such lists form based on the data prescribed in the Admin Panel.
Note, the field with order status is required when you are creating an order (marked with an asterisk).
There are the price indicators at the bottom of the POS window (5) - the total columns of the order price with/without taxes:
You can perform the following actions by using the lower options in the POS form (6):
- the calculator tool embedded in the POS opens a 'Cash & change' button,
-to find necessary products to the order helps 'Search Product' button,
- to create an order when all data are filled allows the options for creation:
- to create and print an invoice for an order - 'Create & Print' button,
- create an order with the specified details but keep staying in POS section for further manipulations serves the option ‘Create & Stay’;
- create and exit -add new order and exit from the POS section;
- 'Help' option redirects your request to the online documentation on POS function.
Please note, starting from the latest update of Store Manager for WooCommerce (version 1.10.0:759) it is possible to create a new order without existing from the current section. The appropriate option you can see after pressing 'Create & Print' button at the bottom of the invoice form:
Note, the latest version of WooCommerce (i.e. ver. 1.11.0:811) enables to form and print the receipt for the order directly in Point of Sale section. Form now, the 'Scanner Settings' button contains an extra option by pressing which you can find the new command (see the screen-capture, presented below):
In the Preferences page, which appears, choose the print from the drop-down list and specify the receipt format (size in millimeters) to be able to proceed: