PoPayPOS Reports for WooCommerce

PoPayPOS Reports for WooCommerce is a powerful analytics plugin designed specifically for businesses using PopayPOS (Omni POS) systems with WooCommerce. Get comprehensive insights into your point-of-sale transactions with professional reports, visual analytics, and data export capabilities.

Transform your Popay POS data into actionable business intelligence with detailed sales reports, payment method tracking, and employee performance analytics.

Why Choose PoPayPOS Reports?
✅ 100% HPOS Compatible – Future-proof with WooCommerce High-Performance Order Storage
✅ Real-time Analytics – Track sales performance instantly
✅ Professional Reports – Export to CSV/Excel for business analysis
✅ Visual Dashboards – Beautiful charts and graphs
✅ Payment Method Tracking – Monitor all payment types
✅ Employee Performance – Track individual cashier sales

Perfect for Popay users who need detailed reporting and analytics for their POS transactions.

The plugin allows site administrators to view detailed analytics for POS orders, including:
– Comparison between Popay POS orders and regular orders
– Daily detailed reports with visual graphs
– Export data to CSV/Excel formats
– Detailed statistics and performance metrics
– Full compatibility with High-Performance Order Storage (HPOS)

Popay Invoice (optional, off by default)
Issue Israeli tax documents for your website orders and refunds through your Popay business: tax invoice/receipt, tax invoice or receipt per order, and a credit invoice with its refund receipt per refund. Documents are numbered in your Popay series, carry a SHAAM allocation number when the law requires one, and are linked on the order, in the orders list and optionally in the customer email. Orders created by the Popay POS register are never documented again here: the register already issued them. Turn it on under WooCommerce → Settings → Popay POS → Invoice, with an API key from Popay (Integrations → API Keys).

System Requirements

• WordPress 5.3 or higher
• WooCommerce 5.0 or higher
• PHP 7.4 or higher
• PopayPOS/Omni POS system integration
• Popay Invoice: WordPress 6.2 and WooCommerce 8.0 or higher, and a Popay business on Popay invoicing

Compatibility

This plugin is fully compatible with WooCommerce High-Performance Order Storage (HPOS).
It uses the WooCommerce Data Store API instead of direct SQL queries, ensuring compatibility with future database changes.

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

Usage

Accessing Reports

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

Creating a Report

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

Exporting Data

1. Generate a report
2. Select an export format (CSV or Excel)
3. Click 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.