PoPayPOS Reports for WooCommerce

Supported features: – HPOS enabled – HPOS disabled (traditional database) – Automatic switching between systems – Support for WooCommerce 5.0+

Usage

Accessing Reports

1. 01Go to the WordPress admin panel
2. 02Navigate to WooCommerce > PoPayPOS Reports

Creating a Report

1. 03Select a start date and end date
2. 04Click Generate Report
3. 05View results in summary cards, graphs, and tables

Exporting Data

1. 06Generate a report
2. 07Select an export format (CSV or Excel)
3. 08Click Export Report

Popay Invoice

• Each order gets its document when it is paid (or reaches the status you chose); each refund gets a credit invoice and, when money went back, a refund receipt
• The documents appear in the Popay documents box on the order page, in the Popay column of the orders list, and (optionally) as a link in the customer’s order email
• If a document could not be issued, the order box says why and offers Retry ; nothing is issued twice
• Orders from the Popay POS register are skipped: the register already issued their documents

Features

Summary Cards

• Number of POS orders
• Total POS order amount
• Number of regular orders
• Total regular order amount
• Total revenue
• Percentage of POS orders from all orders

Graphs

• Line chart comparing daily revenue
• Bar chart comparing daily order counts

Detailed Tables

• List of all POS orders with direct links
• Daily breakdown of orders and revenue

Data Export

• Export to CSV
• Export to Excel (basic)

Popay Invoice (optional)

• Tax invoice/receipt, tax invoice or receipt per order, chosen from what your Popay business may issue
• Credit invoice with its refund receipt per refund
• Coupons, shipping and fees on the document as on the order, to the agora
• Numbered in your Popay series, with a SHAAM allocation number when required
• Off by default; register orders never documented twice

Data Structure

The plugin identifies orders with the meta field: order_source = pos Orders without this field or with a different value are considered regular orders.

Technical Architecture

WooCommerce Data Store API

Instead of direct SQL queries: php $orders = wc_get_orders(array( 'limit' => -1, 'status' => array('completed', 'processing', 'on-hold'), 'meta_query' => array( array( 'key' => 'order_source', 'value' => 'pos', 'compare' => '=' ) ) ));

HPOS Detection

`php

if (class_exists(‘Automattic\WooCommerce\Utilities\OrderUtil’)) { $hpos_enabled = \Automattic\WooCommerce\Utilities\OrderUtil::custom_orders_table_usage_is_enabled(); } `

Customization

Adding More Fields

Edit the get_orders_by_source function: php private function get_orders_by_source($source, $start_date, $end_date) { $args = array( 'limit' => -1, 'status' => array('completed', 'processing', 'on-hold'), 'date_created' => $start_date . '...' . $end_date, 'orderby' => 'date', 'order' => 'DESC', 'meta_query' => array( array( 'key' => 'your_custom_field', 'value' => 'your_value', 'compare' => '=' ) ) ); return wc_get_orders($args); }

Styling

Edit assets/css/admin.css .

Troubleshooting

• Plugin not in menu : Ensure WooCommerce is active and you have manage_woocommerce permissions.
• No data in reports : Make sure orders contain order_source = pos and check the date range.
• JavaScript errors : Verify all assets are loading and check browser console.
• HPOS issues : Ensure WooCommerce is updated.

Performance

• Uses WooCommerce Data Store API for efficiency
• HPOS improves performance
• Optimized queries for the active database
• Loads orders in small batches to save memory

Support

For questions or support, contact the plugin developer.

License

This plugin is licensed under the GPL v2 or later.

External services

The optional Popay Invoice feature connects to the Popay API, operated by Matat Technologies, to issue tax documents. Nothing is sent until it is enabled under WooCommerce → Settings → Popay POS → Invoice.

• What is sent: when an order is paid (or reaches the status you chose) and when it is refunded, the order’s number, items, prices, discounts, shipping, payment method details (card type, last four digits, authorisation code), and the billing customer’s name, company, tax ID (if you map one), email and phone.
• “Test connection” and the Invoice settings send your API key to read your business’s name and the document types it may issue.
• Where: https://dash.popaypos.com (live) or https://stg-app.popaypos.com (Development mode, for testing).

Terms of use: https://popaypos.com/terms-of-use Privacy policy: https://popaypos.com/privacy-policy

The reports themselves read your WooCommerce orders only and send nothing anywhere.