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Guide for WooCommerce POS Square Terminal

by admin
11 months ago
in Softwares
Guide for WooCommerce POS Square Terminal
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WooCommerce POS Sq. terminal plugin permits the WooCommerce retailer admin to just accept funds at their level of sale shops through Sq. fee terminal.

The admin an simply join the respective sq. fee terminal to the WooCommerce POS system which is a web-based level of sale system.

POS brokers should choose the Sq. terminal as fee methodology on the POS outlet checkout.

Then the fee could be executed through the use of a credit score or a debit card by the client.

In case you are trying to combine the Stripe terminal within the POS system, verify the WooCommerce POS Stripe Terminal connector.

Word:

  • Clients pays on the POS shops through credit score/debit playing cards utilizing the Sq. fee terminal.
  • POS brokers can settle for funds from clients through Sq. fee terminal.
  • The shop admin could make a sq. terminal fee through POS.
  • The POS brokers could make a default fee gateway as a sq..
  • The admin can permit simulators for check funds through sq..
  • Assist for nearly every kind of playing cards together with Visa, Mastercard, American Categorical & Uncover.
  • Join your pos outlet with Sq. areas.
  • Join a number of Sq. readers with similar areas.
  • Present default reader state checklist on location readers.
  • Set Sq. terminal as default fee methodology for POS checkout.

The person will get a zipper file for the WooCommerce POS Sq. Terminal plugin that has to add within the “Add New” menu choice within the WordPress admin panel.

Login to the WordPress admin panel, hover your mouse over the “Plugins” menu choice which brings out a Sub-Menu, after which choose the “Add New Plugin” choice.

add new plugin

After this, you will note an choice on the highest of your web page that’s “Add Plugin”. Click on the choice to add the zip file.

upload plugin section

Now, you will note a button “Select File”. Click on on the button to browse for the zip file.

zip file uploaded

After that, click on the “Set up Now” button to put in the plugin.

installing the plugin

Henceforth now, click on on “Activate Plugin” to activate the put in plugin.

Sq. Credentials – Entry and Refresh Token Era

Navigate to the squareup web site. Right here, to register faucet the Join hyperlink.

sing in sign up section square

After that, enter your electronic mail, password for the account and faucet Proceed.

add create account deatils

The account will get created and it is advisable to add few info earlier than checking the dashboard.

tell about business

After creating the account navigate to the Sq. developer portal.

Right here, log in by tapping the Signal In button.

Square developer portal sign in

To login enter your credentials and proceed additional.

enter credentials to login to square developer account

After login, faucet the Developer Dashboard account choice.

developer dashboard

This brings up the Create Utility part, faucet the + so as to add.

applications creation section

After that, set the title for the appliance that you’re creating.

Faucet the Subsequent button after that.

name the application.

Now, select the appliance to just accept funds.

Faucet the Subsequent button after that.

choose the application to accept payments

Now, select the viewers to your software.

Lastly, faucet the Full button.

find audience for your application

The appliance will get created.

application gets created

Now, navigate to the appliance part and you may see the created software.

view created application

For a similar, faucet the Open button after which navigate to the Sandbox Check Accounts.

 Sandbox Test Accounts

Now, create a brand new sandbox check account for the created software by tapping the respective button.

After that enter the –

  • New Sandbox Check Account Identify
  • Select the Nation of use and faucet the Create button after that.
create a new sandbox test account

Now, you’re going to get the Entry and Refresh Token for configuring within the WooCommerce backend for the Sq. Cost terminal.

Access and Refresh Token for configuration

Tips on how to Activate – WooCommerce POS Sq. Terminal Plugin

Test the way to activate your WooCommerce plugin via the acquisition code.

After profitable set up of the plugin, login to admin backend and navigate via WooCommerce->Settings->Funds->POS Sq. Reader Gateway.

Initial Configuration - Square Terminal Card Reader

Faucet the handle button to configure the POS Sq. Reader Gateway.

initial configuration - Square Terminal Card Reader

Right here, the admin should –

  • Allow/Disable – Allow the POS Sq. terminal gateway by checking the checkbox.
  • Default Gateway – Select the choice to make the sq. reader because the default fee gateway for the Level of Sale terminal.
  • Title – Set the title of the fee reader seen on the POS.
  • Description – Set the outline for the fee methodology.
  • Use Simulator – Allow to simulate the fee course of.
  • Check mode – Test to Allow check mode or Unchecked to make use of in reside mode.
  • Set Default Reader Standing – Select what the Sq. Reader standing after connection will probably be –
    Unpaired, Paired, Expired, or Unknown.
  • Sq. Check Entry Token – Enter the check credential if utilizing within the check mode.
additional settings
  • Refresh token – Enter the Sq. Check Refresh token generated inside Sq. Cost gateway.
  • Sq. Reside Entry Token – Enter the Sq. reside Entry token generated inside Sq. Cost gateway.
  • Sq. Reside Refresh Token – Enter the Sq. Reside Refresh token generated inside Sq. Cost gateway.

Lastly, save the configuration settings.

Sq. Cost Terminal – Preliminary Settings for POS

Navigate via Level Of Sale->Settings->Funds.

woocommerce pos square terminal configuration

Now, the POS Sq. Reader is seen below fee strategies of the WooCommerce POS system.

You’ll be able to edit, delete or configure the Sq. reader as required.

Edit Sq. Reader –

After tapping this feature you will note the beneath part.

edit square reader configuration options for pos

Right here, the admin will be capable to –

  • Cost Identify – Set the title that’s seen to the pos agent whereas choosing the fee methodology at POS checkout.
  • Cost Slug – Set the slug for the fee methodology part.
  • Cost Description – Set the outline for the fee methodology.
  • Standing– Allow or disable the standing of the Sq. Reader.

Setup Reader – Create Location for Sq. Cost Terminal

After tapping the Setup Reader beneath part seems.

Create Square Location - Setup Reader Section WooCommerce POS System

Right here, the admin will faucet the Create Location button and the pop-up seems for a similar.

Craete Location part a

Right here, the admin will –

  • Add the handle
  • Administrative district degree
  • Select the nation
  • Enter the Sub-locality
Craete Location part b
  • Enter the person particulars
  • Enter the co-ordinates of the POS location
  • Setup the small print of the placement
  • Add the Social media URLs
Craete Location part c
  • Enter the language code and Misc. required info
  • Select the standing as Energetic or Disabled
  • Choose the Sort of the placement as Bodily or Cell

Lastly, faucet the Create location button.

The placement will get created and you may see it inside the similar part.

locations created in square terminal usage

Create System Code – Sq. Terminal Reader(Reference to POS Location)

For the added location, faucet the readers button and beneath part seems.

paired devices square terminals

To pair a Sq. terminal gadget to the POS location, faucet the create gadget code button.

Enter the Sq. terminal gadget title and faucet create code button.

create device code

System ID is generated.

device code generated

Now, you might have a small window(5 minutes) to pair the Sq. terminal to your location and for that enter the System ID on the Sq. terminal.

After that, the sq. terminal will probably be related to your POS location and you might be up and able to take funds from the placement through Sq. fee terminal.

Assign Sq. Reader – To WooCommerce POS Outlet

Navigate via Level of Sale->Retailers->and edit the respective outlet.

manage outlet

After tapping the edit choice beneath part seems.

edit outlet

After that, navigate to the –

  • Further Cost Choice – Choose Sq. Reader
  • POS Outlet Sq. Location – Choose and assign the POS location that you simply had created.

Lastly, save the POS outlet.

WooCommerce POS – Sq. Cost Workflow

First, the POS agent will choose the related Sq. reader for the POS location after which proceed additional.

Connected square readers

The POS agent will add merchandise to the cart and go to checkout.

add product to cart

Set the quantity to be paid and faucet Verify Cost & Generate bill button.

select amount

Use the credit score or debit card of the client to make the fee through the sq. fee terminal.

payment processing

After the fee goes via the receipt will get generated on the POS.

receipt generated

Sale Transaction – Seen at Sq. Dashboard

The gross sales made utilizing the Sq. terminal are seen to the admin within the Sq. dashboard.

Order with fee particulars.

square dashboard order details

Order particulars.

square dashboard payment details

That’s all for WooCommerce POS Sq. Terminal plugin.

For any additional queries or doubts kindly attain out to us at [email protected]

It’s also possible to try POS growth companies.

Present Product Model – 1.0.0

Supported Framework Model – WordPress – 6.5.5 WooCommerce – 9.0.2 WooCommerce Level Of Sale – 5.2.0

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Tags: GuidePOSSquareTerminalWooCommerce
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