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iso shopify pos system

Published on: July 6 2023 by pipiads

Introducing the All-New Shopify POS: Streamlining the Checkout Process

Are you struggling with the checkout process in your retail store or pop-up event? Look no further than the all-new Shopify POS, which has been designed to make the checkout process as easy as possible. With improved search functionality, barcode scanning, and a new smart grid, your checkout experience will be customized and seamless.

In this article, we'll walk you through the framework you need to process a basic sale in Shopify POS. From adding products to the cart to accessing customer information, applying discount codes, and taking payments and issuing receipts, we've got you covered. Let's get started!

Adding Products to the Cart

The easiest way to access your product is to use the global search bar in the top left of the screen. Type in your search terms, and you'll see a list of products that match your search. The new global search also shows any related orders or customers in the other tabs.

Once you've found the product you want to sell, tap on the item to open a list of product variants. From here, tapping the product again adds it to the cart. You can also tap view details to see additional information about that product, including its price, inventory quantities, description, and other organizational information.

If your products have barcodes attached to them, you can add them to the cart by scanning the barcode using the 1D or 2D Bluetooth barcode scanners available in the Shopify hardware store, or by using the POS device camera. Tap the barcode icon in the search bar at the top of the home screen to launch the camera, then point the camera at the barcode to scan the product.

Adding a Customer

Adding a customer isn't required, but it can give you a better understanding of how your customers interact with your store. To add a customer to the cart, use the add customer smart grid tile or tap more actions and then add customer. From here, you can search for any existing customers in the search bar, or tap new customer to add new customer details.

If you're creating a new customer, the first name of the customer is a required field, but it's also helpful to ask for their email address or phone number as well. There are also fields for company, address, or additional notes if you want to remember these details about your customer.

Applying Discounts

There are two different ways to add discounts to the cart. The first is for a specific item in the cart, which is called a line item discount. To issue a discount to an individual line item, tap the item in the cart that you'd like to discount, then tap applied discount. There are three options for what kind of discount you wish to offer: a dollar amount, a percentage amount, or a price override.

Another option is to apply a discount to all line items in the cart at the same time. For this example, we have two items in the cart, and we want to apply a discount to the subtotal. Tap more actions in the top right corner, and then tap add discount. Three discount options are available: dollar amount, percentage amount, or discount code.

Completing the Checkout Process

Once you've added the products, customer information, or discount codes, it's time to begin the checkout process. Tap the checkout button in the bottom right corner of the screen, and you'll be presented with all the payment types that you've previously enabled in Shopify POS, including cash, gift card, Shopify payments, or any custom payment types you've added.

Select a payment type to begin the payment process. In this example, we're selecting cash and have the option to choose between suggested cash amounts or to type in another amount. Selecting one of the suggested cash options automatically completes the checkout and displays the change due from the cash.

After your transaction is complete, tap done. The transaction is now complete, and you'll be taken back to the home screen.

The all-new Shopify POS streamlines the checkout process and makes it easier than ever to make a sale in your retail store or pop-up event. By using the improved search function, barcode scanning, or the new smart grid, your checkout becomes a fluid and custom experience. With the steps outlined in this article, you can process a basic sale in Shopify POS with ease. If you have any questions or need further assistance, contact us directly at help.shopify.com/questions.

POS: How to set up payments in POS || Shopify Help Center

Now that you have products in your cart and your customer is ready to checkout, it's important to know the different payment options available to you. This guide will help you set up payments in your Shopify POS app.

Payment Types:

1. Shopify Payments - provider for card readers

- Enable this if you're planning to use Shopify card readers

- Keep the credit/debit button toggled off to accept card payments

- Learn more about POS Hardware in the description links

2. Gift Cards

- Ensure your Shopify subscription plan is on the Shop Fly tier or higher

- Enable the gift card feature from your Shopify app

- Add a gift card product from your Shopify admin

- Purchase physical gift cards from the Shopify hardware store

- Enable gift cards as a payment type in the payment settings of your Shopify POS app

- Sell digital gift cards with automatically generated unique codes

- Accept physical gift cards by manually entering the number or scanning with a QR scanner

3. Cash

- Enable cash as a payment type in the payment settings of your Shopify POS app

- Use cash tracking sessions for your store

4. Custom Payment Types

- Create a custom payment type for any payment types not processed by Shopify

- Enter a name for the custom payment type and save it

- These payments are not processed by Shopify and must be accepted outside of Shopify

Managing payment settings in your Shopify POS app is crucial for your business needs. Customize your settings accordingly and don't hesitate to contact Shopify support if you have any questions.

POS: How to process returns & refunds || Shopify Help Center

Processing returns and refunds is an essential part of any business, and it's crucial to make this process as simple and efficient as possible. Shopify POS is a comprehensive solution that offers a complete guide to processing returns and refunds. In this article, we'll walk you through the entire process, step-by-step.

Step-by-Step Guide to Processing Returns and Refunds in Shopify POS:

1. Open the Shopify POS app and tap the menu icon.

2. Select Orders and use the filters or search bar to find the order you need to process a return or refund for.

3. Tap the order to open it and select Return.

4. If the order has multiple unique items, use the plus and minus signs to specify how many of each item you're returning to your inventory.

5. Review the refund summary, including the total amount the customer spent with taxes and shipping charges.

6. Edit the product inventory if necessary, by enabling or disabling the Restock at this location button.

7. Decide whether to refund shipping charges or not, based on your store's refund policy.

8. Offer a refund using the same payment type the customer used to pay originally, or split the refund between multiple payment types if necessary.

9. Add a note in the Reason for Return section, if desired.

10. Tap Refund and mark it as refunded if you're giving the customer cash.

11. Give the customer a receipt if they request one.

12. The refund information is updated in the original order.


- Clarify in your refund policy whether you'll refund shipping charges or not.

- If a product is damaged and you're not going to sell it again, disable the Restock at this location button and tap Don't restock in the pop-up.

- You can add a note for why you're refunding the items, but this is optional and will only show on a printed receipt if you have this option enabled in receipt settings.

Shopify POS makes it easy to process returns and refunds, even for orders with multiple unique items or multiple payment types. By following these simple steps, you can ensure that your customers are satisfied with their purchases and that your business runs smoothly. If you have any questions, don't hesitate to contact Shopify support.

POS: Shopify POS customers || Shopify Help Center

Tracking customer contact details is an essential tool for businesses that want to broaden their customer base and improve their marketing campaigns. With Shopify's new point of sale (POS) app, businesses can easily save customer contact and shipping details. In this article, we will demonstrate how to add an existing customer to a cart, add a new customer to the cart, and find a customer's order history using the Shopify POS app.

Adding a customer to the cart:

There are two ways to add a customer to the cart using the Shopify POS app. The first way is to tap the Add Customer button on the ad customer tile on the homepage. If it's a new customer, fill out their contact information; otherwise, type the customer's name or email into the search box, then add them to the cart. The second way is to tap More Actions and then Add Customer. If it's a new customer, fill out their contact information, or use the search bar to find an existing customer. To create a new customer, tap New Customer on the main menu and enter their contact information.

Finding an existing customer:

To find an existing customer, open the customer section, select their name from the customer list, or use the search bar to enter their name or email. From here, you can add them to the cart or see their history in your store. You can also edit their contact information, add a new address, or add a note with specific details to remember for the next time they shop with you.

With the Shopify POS app, businesses can easily track customer contact details and improve their marketing campaigns. Adding a customer to the cart can be done in two ways, and finding an existing customer is simple with the search bar. By following these steps, businesses can keep track of their customers' details and enhance their shopping experience.

POS: The all-new Shopify POS checklist || Shopify Help Center

Getting started with a new point of sale system can be overwhelming. From understanding the app to setting up hardware, it can be challenging to know where to start. In this article, we'll take you through a comprehensive checklist to set up the all-new Shopify point of sale.

1. Check Pricing Plans:

Take a look at the pricing plans listed in the description and see which one suits your business best. Explore the options and features that each plan comes with and make your selection.

2. Download the POS App:

Download the all-new POS app on an iOS device. Currently, the all-new Shopify POS is compatible with Apple iOS devices. You can use an iPad or iPhone that is operating on an iOS system of 11 or higher to use the POS app.

3. Activate Locations:

Activate the locations where you'll be selling in person. Your Shopify plan determines how many locations you can activate. A location can be a pop-up shop, farmers market, brick and mortar store, or wherever your business takes you.

4. Set Up Shopify Admin:

If you don't have products in your Shopify store yet, start by adding the products that you're going to sell. You can upload products one by one or in bulk using a CSV file. Make sure they are available to sell on the POS sales channel using the product availability section. Edit inventory as you add new products.

5. Set Up Shipping Settings:

Give customers the choice to buy in-store and have their products shipped to their home. Set up your shipping settings with shipping zones and rates.

6. Add Barcodes:

If you're planning on using a barcode scanner to add products at checkout, add barcodes to all of your products. You can create barcodes by using the retail barcode labels app and printing them in bulk from your admin.

7. Review Tax Settings:

Review your tax settings thoroughly. Shopify uses default sales tax rates, which are updated regularly. If you need to, you can override Shopify's default tax rates. Check with a local tax specialist to make sure you're setting the appropriate tax rates for your business.

8. Set Up Payment Gateway:

Set up a payment gateway. The location of your store determines what type of payments or payment gateways are available to you. If you're planning on using Shopify Hardware like a card reader, enable Shopify payments.

9. Set Up Staff Roles:

Create different staff roles like assistant manager or sales associate, set permissions for each role, and assign staff members to the roles.

10. Add Third-Party Apps:

Consider using a customer loyalty program like Smile or using an inventory management app like Stitch Labs. Add any POS compatible apps directly through your Shopify admin.

11. Activate Gift Card Feature:

If you plan to sell physical gift cards, activate the gift card feature in the Shopify admin.

12. Order Hardware:

Order gift cards and other hardware for selling in person from the Shopify hardware store at HardwareShopify.com.

13. Set Up POS App:

Log into the all-new Shopify POS app, set which location this POS will be used at, enable payment types you plan to accept payments with, and connect hardware.

Setting up a new point of sale system can be intimidating, but with this comprehensive checklist, you can get started with ease. Use this guide as a starting point and customize it to your business needs. If you have any questions, comment below or contact us directly at help.Shopify.com/questions.

How to create a test transaction on POS || Shopify Help Center

Congratulations on setting up your POS! Now, it's time to do a test transaction so you can start selling in person. Let's review the payment settings in the POS to ensure you're ready for the test transaction.

Payment Settings:

1. Tap the menu icon on the home screen.

2. Tap Settings and then Payment Settings.

3. Here, you can see the payment types accepted in your store.

4. To enable a payment type, tap the payment icon to open it.

5. Toggle on Accept Cash Payments for cash payment type.

6. Repeat these steps for any other payment types you want to accept.

7. Ensure that cash is an accepted payment type on your POS.

Test Transaction:

1. Start a new cash tracking session by tapping the menu icon and then Register.

2. Tap Start Tracking Session and enter the starting cash amount for your register, e.g., $200.

3. To process a sale, add a product to the cart by tapping the menu icon and then Products.

4. Use the search bar to find a specific item or tap on any product to open it.

5. Select a variant that's in stock at this location.

6. Tap Add to Cart from the product page.

7. Add a customer to the order by tapping More Actions and then Add Customer.

8. Create a new test profile for this transaction by entering a first and last name and your personal email address.

9. Tap Save to finish adding the new customer to the cart.

10. Tap Checkout and choose cash as the payment method for the transaction.

11. Confirm the total amount owing at the top of the screen.

12. Select email receipt and confirm that it's your personal email address.

13. Tap Send to finish.

14. Tap Add Order Note and write that this was a test transaction for your personal records.

15. Tap Save to finish the order.

16. Tap Done to complete the transaction.

Closing the Register:

1. Tap the menu icon and then Register.

2. Tap View Open Session to open the current cash tracking session.

3. Note the expected cash balance, which is the amount you started with ($200) plus the cash accepted from the test transaction.

4. Tap End Tracking Session and enter the total from the previous page.

5. Tap Next, add a note that this is a test transaction, and then tap Save.

6. Tap Next and enter the expected cash balance noted earlier.

7. Tap Confirm and then Done to finish.

Congratulations! You've successfully completed a test transaction on your POS. If you have any questions, visit help.shopify.com/questions to learn more about cash tracking from our help docs. To remove the test order from your Shopify admin, click the link in this video for more information on using POS.

How to Develop Embedded Apps for Shopify POS // Josh Brown

Hello everyone, good morning! Thank you for joining the webinar. My name is Josh Brown, and I work at Shopify with third-party Maps, dollars chocolate, and App Store. With over 15 under different third-party solutions, we work with developers who are using the JavaAPI to build products and offer the chocolate App Store for merchants.

Today, we're going to be talking about one of my favorite parts of the CHOP bi-platform, which is the Shopify Point of Sale. If you're not familiar with Shopify, it's a solution that retailers use to sell their products in person, accessible as events and also in-store as well. You can use Shopify Point of Sale with an Android smartphone, with an iPhone, or even with an iPad.

To set up the Shopify Point of Sale, you can integrate chocolate POS with a variety of hardware, such as printers, cash drawers, and card readers for accepting credit card data. Chocolate always had card readers, but a fun fact is that last week, we actually announced a new design for a new card reader, and this card reader is going to be free to books with a shop price description.

So, what we're looking at here will be like a typical setup for Shopify. You can integrate Shopify POS with a variety of hardware, such as printers, cash drawers, and card readers for accepting credit card data. Chocolate always had card readers, but a fun fact is that last week, we actually announced a new design for a new card reader, and this card reader is going to be free to books with a shop price description.

Apps are the key to place finish off by why'd they let merchants do everything from accounting for their store to running murdered campaigns to customizing their seat. What we wondered was for Chocolate Point of Sale to have the same accessibility as run on Windows, so we created a new category for the top by App Store, which holds up better integrated right inside a shop like us and extending this variance for the merchants or their store staff.

Building apps for the point of sale is a lot more straightforward than building for the Chocolate Admin, except your app will show up inside a point of sale if you use the shop by web island before. Then you might have seen the Apps tab, which lists it like this merchants will see a list of the active installed apps, and they can click on each one of those apps to access it often inside an iframe so they're still inclined to drop by admin of the oddness invented right side behaves in so point of sale apps are similar when that logins you put it there, they can access this apps tab to the left, and there will see a list of easy active installs better integrated with shop by point of sale.

Merchants are able to tap on move out cards and the aqua mode implants webview, so if your app is not connected to the checkout flow, then this might be the way that looking normally actors access your app through the app tab and click on the app cards loading it that way.

What example that might be an app to help merchants manage the music in their store, maybe it doesn't have to do to check their flow, or you have to sit through the apps time, and they'll click on the curve, and that tub will get you it that works. But we also wanted put a job to integrate with the checkout flow.

So there are two POS links that we're going to talk about today, which are extensions of the Shopify checkout. Let's go for the sale, whereas can place links within the checkout flow that open their app with an either modal or fullscreen view.

So, what should we build at the point of sale today? If you've already built an embedded app for the Shopify admin, we might consider also inventing it we've been chopped by POS. For example, if you have an email marketing app, you might opt to a lot of source abducts set from the ipod so they can help folks incoming to the store sign up or unsubscribe.

Hopefully, this gives you a better understanding of how to build apps for the point of sale and how to integrate them with the Shopify platform. Thank you for listening!

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