Documentation

CorteX Smart POS – System Guide

Official documentation for the CorteX Smart POS WordPress plugin. Learn how to manage sales, inventory, and customers with this lightweight, AJAX-powered point of sale system.

Version v1.1.0 Last updated: Dec 2025
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1. Overview

CorteX Smart POS is a high-speed, web-based Point of Sale system designed specifically for WordPress. It transforms your website into a powerful retail counter with real-time inventory management, thermal receipt printing, and daily sales analytics.

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Pro Tip: The system uses AJAX technology, meaning you can process bills instantly without refreshing the page.
  • Lightning Fast Billing: Search products or click visual icons.
  • Thermal Printing: Generates 80mm receipts automatically.
  • Custom Items: Add non-inventory items (like services) on the fly.
  • Secure Pricing: Server-side validation prevents price manipulation.

2. Requirements

To run CorteX Smart POS smoothly, ensure your setup meets these criteria:

Server Requirements

  • WordPress 6.0+
  • PHP 7.4 or PHP 8.0+ (Recommended)
  • HTTPS (Required for secure data)
  • Modern Web Browser (Chrome/Edge)

Shop Hardware

  • PC, Laptop, or Tablet
  • 80mm Thermal Printer (USB/Network)
  • Barcode Scanner (Optional)
  • Stable Internet Connection

3. Install & Update

Installation Guide

  1. Log in to your WordPress Admin Dashboard.
  2. Navigate to Plugins → Add New → Upload Plugin.
  3. Select the cortex-smart-pos.zip file.
  4. Click Install Now and then Activate.
  5. Access the system via the new CorteX POS menu.

Updating

Since CorteX Smart POS connects to our cloud update server, you may receive auto-updates. For manual updates:

  1. Deactivate and delete the old plugin (Sales data remains safe in the database).
  2. Upload the new version zip file.
  3. Clear your browser cache to ensure new JS files load correctly.

4. Initial Setup Checklist

1

Shop Configuration

Go to CorteX POS → Settings. Enter your Shop Name, Phone Number, and Address. This information will appear on the header of every printed receipt.

2

Add Products

Go to CorteX POS → Products. Add items with a Name, Price, and optional SKU. You can also assign an Emoji Icon (e.g., 📱, 🔌) for visual identification.

3

Add Customers (Optional)

Pre-register regular customers in the Customers tab, or add them directly during checkout using the "Quick Add" feature.

5. Billing Workflow

5.1 Processing a Sale

  1. Open the POS interface from the menu.
  2. Select Items: Click product cards or use the search bar to find items.
  3. Custom Items: For ad-hoc services, click the "+" card, enter a Name and Price.
  4. Customer: Select "Walk-in" or choose a registered customer.
  5. Payment: Enter any Discount (if applicable) and check the Grand Total.
  6. Click PAY & PRINT to finalize the sale and generate the receipt.

5.2 Returns & Refunds

To cancel or refund a bill:

  1. Go to POS Sales list.
  2. Click Edit on the relevant Invoice Number.
  3. Change the status to Refunded or Cancelled.
  4. This will remove the amount from your daily sales report.

6. Key Features

Thermal Receipt Engine

The system includes a built-in print driver optimized for 80mm thermal paper. It automatically hides browser elements (headers, sidebars) and prints only the receipt content with your shop branding.

Re-Print Capability

Feature: Any past receipt can be re-printed instantly.

Navigate to the Sales List, hover over an invoice, and click the Re-Print link to generate a duplicate copy.

7. Reports & Insights

Track your business growth with visual analytics:

  • Daily Summary: View Total Bills, Subtotal, Discounts, and Grand Total.
  • Visual Charts: Bar charts showing daily sales trends and discount analysis.
  • Export: Click "Print / PDF" to save the daily report for your records.
  • Filtering: Filter sales by custom date ranges to analyze monthly or weekly performance.

8. Data & Backups

All sales data is stored safely in your WordPress database.

  • Database Tables: We use custom tables (_csp_sales) for performance.
  • Backup Strategy: Use a plugin like UpdraftPlus or your hosting backup tool to save daily copies of your site.

9. FAQ

Can I use a barcode scanner?
Yes. Since the search bar auto-focuses, scanning a barcode will instantly filter the product list.
Does it work offline?
No. As a WordPress plugin, it requires a connection to your web server. However, it is optimized to work well even on slow 3G connections.
Can I edit a bill after printing?
For security reasons, finalized bills cannot be edited. You must cancel the wrong bill and create a new one.

10. Contact & Support

Need help with setup or custom features?

💬 WhatsApp Support
Developed by CorteX Solutions | Sri Lanka