FOURLINE
WOO POS.
Quick-reference guide for WooCommerce POS — orders, products, customers, and reports. Filter, search, find the action you need.
Every POS action, by screen.
| Category | Action | How to do it | Notes |
|---|---|---|---|
| Orders | Create new order | POS → New Order | Tap customer, then add products |
| Orders | Process cash payment | Checkout → Cash | Enter amount; system calculates change |
| Orders | Process card payment | Checkout → Card | Requires Stripe Terminal or connected reader |
| Orders | Apply discount | Cart → % or $ | Per-item or order-level discount |
| Orders | Add custom fee | Cart → Fee | Useful for delivery or service charges |
| Orders | Hold order | Cart → Hold | Park order and start a new one |
| Orders | Retrieve held order | Orders → Held | Tap the held order to resume |
| Orders | Print receipt | Order → Print | Requires receipt printer integration |
| Orders | Email receipt | Order → Email | Sends WooCommerce order email to customer |
| Orders | Refund order | Order → Refund | Full or partial; restocks inventory if enabled |
| Products | Search product | Search bar | By name, SKU, or barcode scan |
| Products | Scan barcode | Camera icon / scanner | Requires barcode scanner hardware or camera |
| Products | Adjust quantity | Cart item → qty | Tap + / − or enter manually |
| Products | Variable product (select variant) | Product → tap variant | Size, color, etc. must be selected before add |
| Products | Add product note | Cart item → Note | Prints on receipt; e.g. 'extra sauce' |
| Customers | Assign customer to order | Order → Customer | Search existing or create new |
| Customers | Create new customer | Customer → Add New | Name + email minimum; phone optional |
| Customers | View customer order history | Customer → Orders tab | Lifetime value and repeat rate visible |
| Customers | Apply customer coupon | Cart → Coupon | Enter code; WooCommerce validates automatically |
| Reports | End-of-day sales report | Reports → Daily | Total sales, refunds, payment methods breakdown |
| Reports | Cash drawer tally | Reports → Cash | Opening float + sales − refunds = expected cash |
| Reports | Top products report | Reports → Products | Units sold and revenue by SKU |
| Reports | Export orders (CSV) | WooCommerce → Orders → Export | Use WooCommerce admin, not POS screen |
23 actions shown.
What you need to run WooCommerce POS.
WooCommerce POS requires the WooCommerce Point of Sale plugin (or a compatible third-party POS such as FooSales or YITH WooCommerce POS). Hardware requirements: barcode scanner, receipt printer, and optional Stripe Terminal for card payments. We set up WooCommerce POS stacks as part of our eCommerce work.
FAQ.
Does WooCommerce have a built-in POS?
Not in the core plugin. You add one: the WooCommerce Point of Sale extension, or a third-party POS such as FooSales or YITH WooCommerce POS. All of them sell from the same product catalog and stock levels as your online store.
What hardware does a WooCommerce POS need?
A tablet or computer running the POS screen, a barcode scanner (or the device camera), a receipt printer, and a card reader such as Stripe Terminal if you take card payments at the counter.
How do I refund an in-store order?
Open the order and choose Refund. Refunds can be full or partial, and stock is returned to inventory if restocking is enabled in your settings.
How do I close the day and count the cash drawer?
Run the daily report for total sales, refunds and the split by payment method, then the cash report. Expected cash is the opening float plus cash sales minus cash refunds.
Can I park a sale and serve the next customer?
Yes. Hold the cart to park the order and start a new one, then reopen it from the held orders list when the customer is ready.
