How to Take Your First Sale

Before you put the POS in front of staff, take one sale yourself. It takes two minutes and it catches every setup mistake at once.

Before you start

Three things have to be in place:

Enable Point of Sale System is on under Configuration → General
An outlet exists, is Active, and has at least one payment method assigned
You are signed in as an administrator, a shop manager or a POS Cashier

Step 1: Open the terminal

Go to yoursite.com/pos, or use Visit POS in the WordPress admin bar under your site name.

The MultiPOS login screen with its heading, subtitle and log in button

Then pick your outlet.

The Select Outlet screen the POS shows before it loads

The choice is remembered in this browser, so you only do it once per device.

Step 2: Add products to the cart

The POS loads on the product grid.

The POS home screen with the category row, product search and product grid

Three ways to add something:

Tap a product card. It goes straight into the cart.

A product card in the POS product grid showing name, price and stock

Search. The box matches title, ID, SKU and barcode number.

Filter by category. The row across the top narrows the grid. All brings everything back.

The category cards across the top of the POS home screen

Add two or three items so the totals have something to add up.

The POS cart with two items, subtotal, tax and the total

Step 3: Adjust the cart

Each line carries a quantity stepper. Change the number and press the update button.

A cart line with its quantity stepper

The totals under the lines update as you go.

The POS cart totals showing subtotal, tax, discount and applied coupons

Tax is worked out from your outlet’s address, not the customer’s, because the sale happens in the shop.

Step 4: Choose a customer

The cart header carries the current customer. It starts on your Default Guest Account, which is correct for a walk-in who wants nothing more than a receipt.

To attach a real customer, open Customers in the sidebar and press Set Customer on their row.

The POS customers screen with the customer list and the add customer form

For someone new, use Add New and fill in the form.

The add customer form in the POS

That creates a real WooCommerce customer, so their next website order lands on the same account.

Step 5: Apply a coupon

Optional, but worth trying once so you know where it is. Press Coupon in the cart actions.

The Coupon, Discount, Hold Order and Proceed to Pay buttons in the POS cart

Type the code and press Enter. It shows under Applied Coupon(s) and comes off the total.

Any WooCommerce coupon works, including its usage limits and product restrictions.

Step 6: Take payment

Press Proceed to Pay.

The POS payment screen with the total due, payment methods and numeric keypad

Four figures across the top: Total Due, Total Paying, Pay Left and Change.

Pick a payment method.
Enter what the customer handed over, using the keypad or a quick-amount button.
Watch Change work out what you owe them back.
Press Pay.

Handing over the exact amount leaves Change at zero, which is what a card payment always looks like.

Step 7: Print the receipt

A Print Receipt prompt appears with the order number and its status. Press Print.

The Print Receipt prompt naming the order and its status

The receipt prints at the size set under Configuration → Printer.

Closing the prompt without printing does not undo anything. The order already exists.

Step 8: Check the order in WooCommerce

Go to WooCommerce → Orders.

The WooCommerce orders list with the Order Type column added by MultiPOS

Your sale is at the top with Order Type reading POS. Open it and check three things:

The status matches your Initial Order Status, which ships as Completed
The billing address is your outlet’s, not the customer’s, which is correct
The payment method is the one you chose

Then check MultiPOS → Orders and MultiPOS → Transactions.

The MultiPOS transactions list showing each payment with its cashier, method and totals

The transaction row shows In as what the customer handed over and Out as the change, and Out is only ever filled in for cash.

Clean up your test

Refund and delete the test order in WooCommerce. Delete its transaction row under MultiPOS → Transactions too, so your first real day’s figures start from zero.