Complete a staffed sale

Use the full-screen sales flow at /sales/ to select a WooCommerce product, capture the customer, create an order, and continue to payment. This is a staff sales terminal, not a self-service public checkout.

Access and dependencies

• Sign in with gym_process_sale or manage_woocommerce, then open your site’s /sales/ URL.
• WooCommerce, at least one eligible published product, taxes, currency, and a working payment gateway must be configured.
• Pricing customization appears only for products with GymCore pricing rules; otherwise the flow skips to customer information.
• The kiosk handles contact, order, and payment information. Use a secured device and never put full card data in notes or lead fields.

Create the sale

1. Confirm the kiosk’s location before selecting a product.
2. Select the intended membership or product. If no products are available, fix product eligibility in WooCommerce rather than improvising another item.

Expected: A configured product opens pricing customization; an unconfigured product proceeds to customer information with its subscription price.

3. If pricing controls appear, choose the permitted down payment and review the server-returned recurring payment, effective total, discount, and billing label.
4. Enter the required customer details. Select the real lead source; when Other is selected, enter the required source note. Record communication consent only when the customer actually gave it through the displayed control.
5. Continue to review and compare the product, price, customer, source, and consent details with what the customer approved.
6. Use the displayed order action to create the order and continue to WooCommerce payment.

Expected: GymCore creates a kiosk-origin WooCommerce order for the selected customer and opens the order-pay form. It can also save or update a related lead; verify the association.

7. Complete payment through the configured gateway and wait for the WooCommerce result.

Expected: A successful payment returns to /sales/ with completed-order context. A redirect is not proof of settlement.

Know the current location limitation

The legacy Filter products by location definition defaults to enabled and has an archive/shortcode runtime consumer, but the current Locations owner does not render that control. It is not a Sales Kiosk, cart, or checkout guard. Staff must inspect actual installed behavior and confirm that a product is valid for the sale location.

Kiosk auto-logout under Attendance defaults to 10 minutes and accepts 5 through 60; current source applies it to this sales flow. Re-test the timeout after changing it.

Reverse or recover

Do not repeat a sale after an ambiguous payment response. Find the order first. Refund, cancel, or edit the WooCommerce order under your payment and accounting policy; changing the lead stage does not reverse money. Correct a wrongly linked lead separately.

Verify in the source systems

Open WooCommerce > Orders and confirm the order ID, customer, items, totals, gateway, and paid/order status. Then confirm the lead and sales outcome in GymCore Leads > Lead Pipeline, and check the payment provider when settlement matters. This guide does not assume an installed end-to-end payment test.