Bookshop Manager Pro

🖥️ POINT OF SALE (POS) Access & Security • Full-screen POS at yoursite.com/?bookshop_pos=1 • WordPress session login • 4–8 digit PIN login — tap PIN on number pad, no password needed • PIN set per staff member from the Staff admin page • IP whitelist — block POS access from non-whitelisted network addresses (supports CIDR ranges) • Progressive Web App — installable on tablet/phone home screen, works offline Selling • Live book search by title, author, ISBN, or barcode • Book grid with cover image, price, real-time stock badge • Add multiple books to cart — click to add, stock ceiling enforced • Quantity +/− controls per cart item • Remove individual items or clear entire cart • Hold / Park a sale (F2) — save current cart, start a new sale, recall later • Held sales panel (F5) — view all parked carts with item count and subtotal • Customer search and attach to sale — autocomplete by name, phone, or email • Quick-add new customer without leaving the sale Pricing & Discounts • Manual discount field in currency amount • Promo / coupon code field with real-time server validation • Loyalty point redemption — enter points to redeem, auto-converted to currency • Customer account credit usage at checkout • VAT / tax computed live — exclusive (added on top) or inclusive (extracted from price) • Payment methods — Cash, Card, Bank Transfer, Split (cash + card simultaneously) • Split payment — enter cash and card amounts separately • Amount tendered field with quick-denomination buttons (₦500, ₦1,000, ₦2,000, ₦5,000, ₦10,000) on a separate row below the input • Automatic change-due calculation — green for change owed, red for amount still owed • Manager approval modal for discounts above configured threshold % Keyboard Shortcuts • F2 — Park current sale • F3 — Focus book search • F4 — Complete sale • F5 — Open held sales panel • 1 / 2 / 3 / 4 — Switch payment method (Cash / Card / Transfer / Split) • Escape — Start new sale after receipt Receipt • Store logo at top • Store name, tagline, full address, phone number • Sale reference, date/time, staff name, customer name, payment method • Itemised list — book title, author, quantity, unit price, line total • Subtotal, manual discount, promo discount, VAT/tax (each line shown/hidden as needed) • Grand total • Amount tendered and change due (cash sales only) • Loyalty points earned notification • Custom footer message • Print button — isolates receipt to clean 80mm-width frame for thermal printers • Email receipt — send to any email address from the receipt screen • WhatsApp receipt — pre-filled wa.me link with full receipt text Shift Management • Open shift with opening cash amount • All cash sales linked to active shift automatically • Close shift with closing cash count • Automatic variance — expected vs actual cash, colour-coded result • Full shift history with opening/closing/variance per session

👥 CUSTOMERS & LOYALTY Customer Database • Name, phone, email, address, birthday, notes • Full purchase history per customer • Loyalty points balance and cash value • Account credit balance (store credit) • Customer tier — Bronze / Silver / Gold / Platinum based on lifetime spend • Search by name, phone, or email Loyalty Programme • Points earned automatically on every sale (configurable rate per currency unit) • Points redeemable at POS checkout • Configurable point value (currency per point) • Manual points adjustment with reason (admin) • Full points log — every earn, redeem, adjustment, expiry • Points expiry — configurable inactivity period, email notification on expiry • Birthday automation — discount code emailed on customer birthday Customer Tiers • Bronze → Silver → Gold → Platinum based on configurable lifetime spend thresholds • Each tier carries an automatic discount percentage • Tier updated automatically after every sale • Tier badge and progress bar to next level

Customer Portal [bookshop_portal] • Login by phone or email — no WordPress account needed • 8-hour session-based authentication • Dashboard showing tier badge, lifetime spend, points balance and value • Tier progression bar showing spend needed for next tier • Full purchase history with itemised receipts • Loyalty points history log — every earn and redeem with dates • Active reservations with status indicators • Submit new book reservations from the portal • Edit profile — name, phone, email, address, birthday

🏷️ PROMOTIONS & DISCOUNTS • Percentage off, fixed amount off, Buy X Get Y free • Coupon / promo codes with optional usage limits • Date-range scheduling — auto-activates and expires • Minimum purchase threshold per promotion • Manager approval flag — certain promos require manager PIN to apply • Usage counter tracked per code

↩️ RETURNS & REFUNDS • Refund button on every completed sale in the Sales log • Select individual items and quantities to refund — partial refunds fully supported • Required reason field • Optional restock — returns books to inventory automatically • Refund reference number generated (RF-XXXXXX) • Manager-only permission • Full audit trail entry per refund

📊 REPORTS & ANALYTICS Five Report Tabs • Overview — dual-axis daily revenue + transactions chart (bar + line), genre revenue doughnut, sales by hour of day bar chart, full profit breakdown panel • Books — top 15 books with units, revenue, COGS, gross profit, margin %; slow movers (unsold 30 days) with stock value • Staff — transactions, revenue, avg sale, discounts given, revenue share bar per staff member • Inventory — full stock valuation with every book's cost/sell/margin/stock values; 7 KPI summary cards • Payments — revenue by payment method doughnut + breakdown table with share progress bars KPI Cards — Total Revenue, Gross Profit, Profit Margin %, Transactions, Avg Sale, Cost of Goods, Discounts Given, Tax Collected Date Shortcuts — Today, Yesterday, This Week, This Month, Last Month, This Year, Last 7 Days, Last 30 Days Export Formats • CSV — full sales log with all fields • JSON — structured with nested line items per sale • Inventory CSV — every book with cost/sell/margin/stock values • PDF — opens clean printable page in new tab, auto-triggers browser print dialog for Save as PDF • Print — browser print of admin reports page End-of-Day Report • Automated HTML email sent daily • Revenue, transactions, gross profit, staff performance, payment breakdown, top 5 books • Manual trigger from Settings • Last sent time shown in Settings

💳 ONLINE STORE & PAYMENTS Online Catalogue [bookshop_catalogue] • Responsive book grid with covers, genre, price • Search and genre filter • Add to floating cart • Click & Collect or Delivery order types • Checkout form — name, email, phone, delivery address • Pay on Pickup / Pay with Paystack / Pay with Flutterwave Payment Gateways • Paystack — transaction initialisation, server-side verification on callback • Flutterwave — transaction initialisation, server-side verification on callback • Both configured in Settings with public and secret keys • Secret keys show masked placeholder when saved, leave blank to keep existing • Payment updates reservation/order status on success • Admin email notification on payment received Online Orders Admin • Order management — ref, customer, type, total, gateway, status • Status workflow — Pending → Paid → Processing → Ready → Completed → Cancelled • Line items drill-down per order • Admin email on every new order Reservations • [bookshop_reserve] shortcode — standalone reservation form • Also available inside customer portal • Admin notified by email on each reservation • Status — Pending → Notified → Fulfilled → Cancelled

📣 BULK MESSAGING • Segment customers by genre purchased, activity within N days, minimum spend • Preview recipient count and list before sending • Bulk email with personalisation tokens — {name} {first_name} {points} • WhatsApp bulk — generates wa.me links for dispatch, one click per customer • Full message log — sent/failed per recipient with timestamp

🔌 REST API Base URL: /wp-json/bookshop/v1/ • GET /books — list with search and pagination • GET /books/{id} — single book • POST /books — create book • PUT /books/{id} — update book • PATCH /stock/{id} — update stock quantity • GET /stock/low — all low-stock books • GET /sales — sales log with date filtering • GET /sales/{id} — single sale with line items • GET /customers — customer list • GET /customers/{id} — full profile with tier and recent sales • GET /reports/summary — revenue, profit, transactions • GET /reports/top-books — top selling books • API key authentication via X-Bookshop-Key header • Key generated and regenerated from admin panel

🔔 WEBHOOKS • Fire POST to any URL on sale.completed, stock.low, or all events • Optional HMAC secret for signature verification • Compatible with Zapier, Make, and any HTTP endpoint • Manage from Online Orders → API tab

📊 GOOGLE SHEETS SYNC • Posts daily sales rows to Google Apps Script Web App URL • Each row — date, time, ref, staff, customer, payment, title, author, ISBN, qty, price • Auto-syncs daily via cron • Manual sync button in Settings • Last sync time shown in Settings

💾 BACKUP & RECOVERY • Daily SQL backup emailed automatically to configured address • Download backup on demand from Settings • Upload and restore from .sql file — with overwrite warning, validation, and progress feedback • Max 50MB restore file • Restore logs to audit trail with filename and statement count • Last backup and last restore times shown in Settings

🔐 STAFF & SECURITY Roles • Bookshop Staff — POS access only • Bookshop Manager — POS + void sales, approve high discounts, process refunds • Administrator — full access Audit Log • Every significant action logged — book edits, stock adjustments, sales, voids, refunds, shifts, POs, restores • Timestamp, staff name, action type, object, details • Viewable from Staff → Audit Log tab Security • IP whitelist for POS with CIDR support • Capability checks on every AJAX endpoint • Nonces on write operations • Session-based customer portal (no WP account needed for customers) • Manager PIN required for high-value discounts and special promos

⚙️ SETTINGS Store Identity — Name, tagline, address, phone, email, logo (Media Library picker), receipt footer Financial — Currency (₦ $ £ € GH₵ KSh), tax mode (none / exclusive / inclusive), tax rate, tax label Loyalty — Points rate, point value, expiry period in months Operations — Manager discount threshold %, low stock alert email, WhatsApp number, EOD report email, IP whitelist Payment Gateways — Paystack public + secret keys, Flutterwave public + secret keys + currency Integrations — Google Sheets Apps Script URL, WooCommerce sync button Backup — Daily backup email, download now, upload and restore Advanced — Run points expiry manually, sync Google Sheets manually, send EOD report now, preview printable receipt Shortcodes Reference — [bookshop_portal] [bookshop_catalogue] [bookshop_reserve]

📱 PROGRESSIVE WEB APP • Dynamic manifest with store name, logo, theme colour • Service worker caches POS page for offline resilience • AJAX calls return offline error gracefully when disconnected • Install prompt on supported browsers (Chrome, Edge, Safari iOS) • Apple-specific meta tags for home screen icon and status bar