The Setup Wizard

The wizard runs once, right after activation. It sets the handful of options the POS cannot start without, and skips everything you can decide later.

It is not the only way in. Every field it shows also lives under Configuration → General and Configuration → Layout, so skipping it costs you nothing but the guided order.

Reopen the wizard

If you closed it, add &setup-wizard=true to the dashboard URL:

/wp-admin/admin.php?page=ddwcpos-dashboard&setup-wizard=true

Step 1: Welcome

The opening step introduces the plugin and does nothing else. Read it and continue.

Pro feature

The Pro version adds a License step here, where you enter your license key and purchase email. The free version has no license step.

Step 2: General

Four fields, and the first one is the switch that turns the whole plugin on.

• Enable Point of Sale System turns the POS on for the site. Leave it off and the terminal URL does not resolve.
• Initial Order Status is the status every POS order is created with. It defaults to Completed, which is the right answer for a counter sale where the customer walks out with the goods. Choose Processing if your POS orders still need packing or shipping.
• Barcode Synchronization decides whether a barcode is generated from the product ID or from its SKU. It defaults to Use Product ID.
• POS Terminal URL Path is the path the POS answers on. It defaults to pos, giving you yoursite.com/pos.

Pick the URL now. Changing it later means retraining staff and re-bookmarking every device.

Step 3: Checkout

Enable Automated Order Mails sends the usual WooCommerce order emails after a POS checkout. It is off by default.

Off is usually right for a counter. The customer is standing in front of you with a printed receipt, so a “your order is complete” email is noise. Turn it on if you take orders for later collection.

Pro feature

The demo runs Pro, so this step also shows split payments, order notes, offline orders, custom products, the cash drawer prompt and weight-based pricing. The free wizard shows the email setting alone.

Step 4: Layout

• POS Terminal Branding Logo appears on receipts and in the POS sidebar. The recommended size is 200 by 60 pixels.
• Primary Brand Color is the colour of active states and primary buttons in the terminal. It defaults to #0256ff.
• Product Card Orientation is either Vertical (Image Top, Text Bottom), the default, or Horizontal (Image Left, Text Right). Vertical fits more products on a screen. Horizontal reads better when your product names are long.
• Display Current Stock Count prints the stock figure on every product card. It is on by default, and it is worth keeping on. A cashier who can see one left in stock will not promise a second.

Step 5: Customers

Default Guest Account is the WordPress user that walk-in sales are billed to when the cashier does not pick a customer.

Create a single customer account called something like “Walk-in Customer” and select it here. Every anonymous sale then lands on one account instead of failing for want of a customer.

Step 6: Ready

The last step confirms the POS is configured and drops you on the dashboard.

You are not finished yet. The POS still needs an outlet before it will open, and it needs at least one cashier before anyone but you can use it.

What the wizard does not cover

• The outlet. Its address, its payment methods and its operating mode.
• Payment methods. The plugin ships one, called Cash.
• Cashiers. Who can open the POS.
• Barcodes. Which products have one.
• The receipt size. Set it to match your printer roll.

Where to go next

• How to Set Up Your Outlet
• How to Add a Cashier
• General Settings for every field the wizard skipped.