shopify pos pin login

Published on: February 2 2023 by pipiads

POS: How to create POS staff accounts || Shopify Help Center

when you have staff working at your location, you need to add them as point-of-sale staff so they can use the Shopify POS. there are three different ways to add staff to your store, and today we'll guide you through each of them. hi, everyone. its alli with Shopify. before you start adding new staff members, you need to create staff roles. each staff role has a set of permissions assigned to it. for example, you can create a role like associate that has permissions to process orders and access customer information. you can have another role for senior staff, like assistant manager. the assistant manager role can have permissions to manage location settings, payment settings and cash tracking. check the description below for a help artikle about setting staff permissions. here you see the associate role set as the default, but you can rename and edit the default world how you see fit. after you're done creating staff roles, you can start adding staff accounts. you can create a staff account with access to only the POS app, or you can create a staff account that has access to the Shopify admin and the POS app. staff accounts that have access to the POS and Shopify admin count toward the total number of accounts available on your Shopify plan. your monthly subscription plan determines how many staff members you can have in the Shopify admin. the first way to add a staff member is through the Shopify admin settings page when you create a staff account. this way, the staff member will have access to both the POS app and the Shopify admin. to start, click settings on the new page. click plans and permissions. then click Add staff account. from here, enter our first name, last name and an email address for the new staff member. make sure that the staff has full permissions. checkbox is checked, otherwise they won't have access to the POS. up to finish, click send invite. an email is then sent to the staff member. your new staff member needs to click the link in the email invitation to setup their account. the second method to add a new staff member is through the POS sales channel and the if I admin. if you use this method, the staff member only has access to the Shopify POS app and can't plug in to the Shopify admin. to start, click point-of-sale under sales channel and then click staff. next, click Add staff. enter the first name, last name and email address of the new staff member in the drop down menu. choose the POS role that you want to assign to them. if you don't select a role, then the staff member is assigned automatikally to the default role. click generate new pin to assign a unique personal identification number or pin to your staff member. you can also enter a pin number manually if you want a specific number. you'll give your staff member this pin so they can log in to the Shopify POS app. to finish, click Save. the new staff member can now use their pin to log in to the POS app. the third way to add a new staff member is directly in the Shopify POS app. if you use this method, the staff member only has access to the Shopify POS app and can't log in to the Shopify admin from the home screen of the POS app. tap the menu icon, then tap staff and then tap add stuff. next, enter the contact information for the new staff member. if you need to change the staff members default role, tap Edit in the POS app access section. here you see a list of all the POS staff roles that you created. to see a list of permissions for each role, select the role and then tap view permissions. back on the POS role page, select the role that you want to assign to your new staff member and tap save if you want to create a new pin, then tap Edit in the security section. tap it- generate random pin to assign a unique pin to your staff member. you can also tap clear pin and manually enter a pin if you prefer. the staff member will use this pin to access the Shopify POS app. to finalize the pin, tap save. tip, tap save again. your new staff member can now access the POS app using their pin. now you know how to add staff members to your store in three different ways. don't forget to subscribe for new videos from the Shopify Help Center every week and if you have any questions, comment below or reach out to us directly at help Shopify comm slash questions.

Table of Contents About shopify pos pin login

POS: All-new Shopify POS demonstration || Shopify Help Center
Shopify POS Setup and Walkthrough
How to Install and configure Shopify POS for the first time
POS: How to process a sale || Shopify Help Center
POS: How to connect Tap & Chip card reader || Shopify Help Center
POS: How to connect Chip & Swipe card reader || Shopify Help Center

POS: All-new Shopify POS demonstration || Shopify Help Center

hi, I'm Taylor and I work on the point-of-sale team here at Shopify. if you want to get a deeper understanding of Shopify point-of-sale, you've come to the right place. we'll review capabilities like the smart grid and global search that allow you to customize your point-of-sale for your retail store workflows. enhanced retail permissions that give staff access to only the things they need, and features like buy online, pick up in store that create a seamless experience everywhere your brand lives. I'm going to hand it over to Jamal, retail solutions engineer, to go over the powerful and intuitive features in Shopify POS. over to you, Jamal. thanks, Taylor. hi everyone, I'm Jamal. the first aerial focus on is how Shopify point-of-sale streamlines store management. when you open the Shopify point-of-sale app, you see the login screen. each staff member can choose a unique login pin. the login pins help you track the order and cash register activity of your staff members. after you log into the point-of-sale app, you can see the name of the staff member who was logged in, connectivity status and menu to navigate to the other areas of the app. this group of rectangular tiles is called the smart grid. simply tap a tile to complete an action. to create a new tile, click Add tile. from here, you can add actions, apps, product collections, discounts, links to websites like your online store or specific products. we're adding a tile to keep track of notes on a customer order. you can move tiles around to better suit your workflows. the smart grid also adapts to cart actions. right now you see that many of the tiles in the smart grid are grayed out to remove visual clutter. after a product is added to the cart, actionable tiles light up. you can also check the status of your connectivity and hardware right from the home screen. from here, you can manage connected devices. Shopify offers a wide range of point-of-sale hardware that are fully integrated with the point-of-sale, like card readers, receipt printers and barcode scanners. now let's take a look at stack permissions. at a glance, you can see a list of staff and their assigned roles. staff profiles include their contact details, assigned role and unique pin to access the point-of-sale. each role has unique permissions to complete point-of-sale actions and access data. in the Shopify admin, you can create custom roles: a keyholder, store manager, store associate or whatever suits your business. next let's take a look at how Shopify point-of-sale helps you convert online and in-store traffic into sales. to avoid shipping fees and get products faster, local customers can place online orders for local pickup. by adding the tile view pick up orders on your point-of-sale app, you and your staff can see incoming pickup orders. from here you can quickly see which orders need to be prepared and which orders are packed and ready for pickup. click an unfulfilled order to see the order details so you can start packing the items for pick up. after you package and label the order, send the customer notification to let them know it's ready for pickup. when the customer arrives, staff can easily find the order and mark the order is picked up. it's that easy. another great way to make sales is by giving your customers the option to buy and store and ship directly to their home. this is partikularly useful if you don't have all of your inventory in the same location. here we have a customer that's looking for a black medium short sleeve t-shirt but can't find it in the retail store. first we can look up the product and confirm that it's available to ship from another location. we add it to the cart. here we've added the tile shipped to customer right in the smart grid. for quick access, we tap on the tile to start the buy and store shipped a home check out. the next step is to enter the customer shipping address. the shipping costs are automatikally calculated based on where the item will ship from and where it's going. the rates you see here are the same ones you set in the shop of my admin for online orders. you can complete the checkout and send the customer the receipt. all of the new information you collected is now part of the customers profile, including the order that they just made. next, if they found an item that they really like, you can add it to the cart and offer to send it to them in an email so they can buy it online when it's convenient. you can even add a custom message to your email. these are just some of the ways that Shopify point-of-sale helps you make more sales. now that we've covered how to make sales, let's discuss how to capture customer information and keep them coming back to your store. in Shopify point-of-sale, you can create new customer profiles before or after a transaction is complete. the more customer shops at your store, the more information is added to their customer profile, like how long someone has been a customer, total number of orders and even the total amount of spend in your stores. you can also see the customers full order history, including their online orders. even if a customer has made a purchase online, you can easily look up their order to process a refund, exchange or look up the size and color of the item to make a recommendation. customer profiles also include contact information, shipping addresses and any notes from previous interactions. every business is unique when it comes to providing a great loyalty program to its customers. in the Shopify app store, you can choose a loyalty program app that's right for your business. you can even add a tile in your smart grid for quick access. when products and customers are added to the cart, the apps tile populates with details about available rewards. this makes it easy to offer rewards to loyal customers, whether they shop online or in person. to learn more about getting started with Shopify point-of-sale and the features we discussed today, subscribe now for a point of sale playlist. if you have any questions, then comment below or visit help dot Shopify com for more information.

Shopify POS Setup and Walkthrough

hi there, my name is bridget hodge. i am one of fit small businesses retail experts and today we're going to be taking a look at shopify's point of sale software. so we're going to be taking a look at the setup process, the point of sale features, as well as some of the other features that come along with your shopify subscription. so let's get started. so i've gone ahead and i've signed up for shopify. one thing you should note about shopify as a compared to other point of sale software's like square or lightspeed, is that in order to access shopify's point of sale software, you have to sign up for one of their e-commerce plans. those plans range from nine dollars to 299 dollars per month, depending on the size of your business and what you need from the plan. but only through those e-commerce plans will you get spot shopify point of sale from there. you also have two plan options within your point of sale. you can get the light option, which is free with any uh shopify plan, or you can get the pro option, which is eighty nine dollars per month per location, on top of your ecommerce plan. uh, the main difference between those two plans is the pro plan will have a couple more um analytiks, features and um. it also allows for a couple more checkout features, all of which is enumerated in our shopify point of sale review. but moving on from that um here, once you have a signed up for your shopify account, you will be brought to your home page where you will be prompted through a bunch of setup guides, so you will have a how to start your shipping video as well. there's a whole library of videos that you may access and that come up on the screen as you move through your setup process. so the first thing that you will be prompted to do is add a product. this will go into your inventory library and these products um. when you go to add a product, the product page has a ton of useful information. um, where you can include the title, a description. you can have um media. you can tell what sales channels it's going to be. a part of sales channels is something we'll get into later. you include include its price, it's barcode, its unit price from the manufacturer, supplier, um. this will help you keep track of your margin and your profits as you sell through things. and then all sorts of shipping information, including weight, where it's from, where it could be going, uh, things along those lines. so then, with uh and it, you'll be prompted through all of these setup guides. not a ton of these are pertinent to the point of sale system. they are more pertinent to setting up your shopify online store, which we also have a ton of information on on the fit small business website. so we're going to take a little look at some of the features that are accessible to you once you are a shopify customer. so, over here you have all of your most important categories, things that you need to access at a glance, so you'll have your orders, where this will keep track of all of your online orders, um, so you can manage them right here from your dashboard. you'll have your inventory library, which is going to be tracking inventory across your sales channels, across different uh sales platforms, and then- this is a very helpful thing- you have your customer library. this, again, is going to be synced across your online, in-person and other sales channels. all of your customer data will be stored right here, um, and additionally with, if you do use a shopify website, every time a customer enters their information on a shopify website, they will be added to your customer library. in addition to your customer library, you will also have your finances, where you can look at your sales, your gross profit margin, your earnings, your spendings. all of this will be tracked here, live with your sales, between all of your sales channels, so you can get a live overview of your finances at any point um there's, you can take a look at your balances, your billing, your payouts. all of that will be tracked right here, which makes accounting so much easier. and then another important thing that's um a huge deal with point of sale systems is your analytiks and reporting capabilities, which shopify has a very comprehensive analytiks and reporting. so not only do you have your finances that are going to be tracked, so you can keep your own personal um accounts in line. this is a ton of analytiks about your store performance, so you'll have your total sales, your online store sessions, as well as a bunch of other reports that you can add to your main analytiks dashboard. in addition, with the shopify shopify plan, you will be sent daily reports about your doors, your daily performance in your store, so all of this is built in automatikally to all of these shopify accounts. then, if you have any marketing initiatives, there's also a place to track that here, um whether you are wanting to tracking them on apps or if you have a marketing software that you're running, you can track had their performance here, which is great if you're trying to assess their effectiveness and how they're working with your customer base. um, and then, another great thing about shopify is they make it extremely easy to give promotions and manage those promotions and discounts, both in your online store and in in-person checkout, which we will look at in just a moment. um. here you will also have all of your apps right accessible on your dashboard. so that could be, if you have a loyalty app, if you have a um, a marketing app of any kind, if you have downloaded something to your point of sale system and it is performing in your store, you can track it here and access it here. um, from there we'll just return to the home screen real quick. another great thing about shopify that we have highlighted throughout our artikle about shopify and that really makes it stand out as a point of sale competitor, is how seamlessly it can sync your omnichannel sales channels, um, and what i mean by that is from your inventory to your analytiks, to your point of sale systems home page, to track and maintain your online store, your instagram shop. your in-person store is absolutely seamless with shopify. so let's take a look at those sales channels. so obviously, you'll have your online store, which you will design and set up and begin selling. this comes with all shopify accounts, um, unless you choose the shopify lite plan, in which case you can add the shopify buy button to a third party website and that buy button will sync with your um point of sale and shopify account in general, all the analytiks and all the sales from that buy button. um, speaking of the buy button, here's where you can track that sales channel, where you can. this- and this again is a button that says buy that you can incorporate into third-party websites. so this is shopify's way of saying you can use our product and use all of the tools we have on a different platform. you don't have to have a shopify website, and the light plan, where you just get the buy button, is 9.99 a month and also comes with point of sale light. so then, if you have a google store, if you have a facebook shop, all of those can be tracked right in your sales channels, but the one that we're going to really take a deep dive in right now is the point of sale sales channel. so this is for all of your brick and mortar sales. there is a corresponding app. this is a recommended that you use this on a tablet device. so there's a corresponding app that has the actual um place where you can scan your barcodes and perform transactions. but then here on your dashboard is where you can manage your point of sale system, and by that i mean so you have your overview here. this will help you get things set up um and get you selling within this app. but the features that we'll be taking a look at is you can add your staff members, give them a status, and that status has specific controls, things that they can access. so let's say i am signing up a new person and adding a new staff member. they will have an individual pin that they can log into to perf to use our point of sale s.

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How to Install and configure Shopify POS for the first time

all right. so in this video, i'm going to demonstrate on how to uh install and uh set up the shopify point of sale on your ipad device. so, to get started, you're going to ah into the app store and you're searching for shopify point of sale. pos looks like the blue one. um, don't confuse it with the green one, because green one is the e-commerce right. so the pos, the blue one the point of sale. so this one right here. this is for online selling and the blue one is for the uh store, and so i already have it downloaded. i'm just going to go ahead and hit open and at this point, it asks me to log in with my email, which i have, and let me go ahead and share with you my email and password. ready to get that, now, the password. cool, so now that you have this, all right. so once we've entered the username and password which i have told you, we will log in and, upon login, it will take us through this wizard here, which we can just go next, next, next, um, in fact, we can just go ahead and just skip and choose whether we want light or dark. let's go ahead and pick light, because light is light and dark is dark, all right, so why not? let's allow all notifications and we're going to generate a random pin. so i'm going to tell you what the pin is, and it is okay, you got that. and once you've entered that pin, now we have our pos installed. okay, and now from this, you can click on these three lines and the navigation here will tell you that you can be, you can go to your orders, you can check out your products- uh, we don't have any um, and the products can be created from your, from your website, from an account like this, like a computer [Music]. okay, so that's how you create a store on a pos.

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POS: How to process a sale || Shopify Help Center

the all-new Shopify POS streamlines the checkout process, making it easier than ever to make a sale in your retail store or your pop-up event. by using an improved search function, barcode scanning or the new smart grid, your checkout becomes a fluid and custom experience. hey, everyone is to tango with Shopify. today we're showing you the framework you need to process a basic sale in Shopify POS. this includes adding products to the cart, accessing customer information, adding discount codes, as well as taking payments and issuing receipts. processing the sale is the primary function of any point-of-sale system, and the all new Shopify POS makes this process as simple as possible. let's begin by adding products to the cart to sell. the basic way to access your product is to use the global search bar in the top left of the screen. type in your search terms, whether it's the product, variant, vendor name or any relevant identifying information, and you will see a list of products that match your search. the new global search also shows any related orders or customers in the other tabs. tapping on the item opens a list of product variants from here. tapping the product again adds that product to the cart. if you tap view details, you see additional information about that product, including its price, inventory, quantities, description and other organizational information. from this screen, you can also tap the Add to Cart button to add this product to the cart. if your products have barcodes attached to them, you can add these products 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. once you've scanned the product, the item displays along the bottom of the screen. you can tap the view details for more product information or you can tap Add to Cart to add the product to the cart. now that you've added a product or two, you can add a customer. adding a customer isn't required, but if you do, the order can give you a better and standing of how your customers interact with your store. this can help you take advantage of marketing opportunities in the future. to add a customer to the car, use the add customer smart grid tile or tap more actions and then tap Add customer. from here, search for any existing customers in the search bar or tap new customer to add new customer details. when you search for a customer, your previous customers with information relevant to your search terms are displayed in a list below. once you find the customer you're looking for, tap on their name to add them to the cart. you can also tap on view details to see more information about them, like their order history, contact information, customer tags or any additional notes. from here, tap Add to Cart to add this customer to the cart. 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 back on the home screen. there are two different ways to add discounts to the cart. the first is for specific item in the cart, which is called a line item discount, or you can add a discount to the entire cart. 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: either a dollar amount, a percentage amount or a price override. the price override button allows you to quickly set a new price that you would like to offer for the customer. for example, if a product price is $25 but you'd like to change the price to 15, you can simply type in the new price in the override section. 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 dollar amount, percentage amount or discount code. a discount code is either a preset percentage or dollar discount that you create in the discount section of the Shopify admin. these can be used by customers both online and in-store. to learn how to create discount codes, watch the video linked above. after 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. you're now 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. tap 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 automatikally completes the checkout and displays the change due from the cash. once the checkout is complete, you'll see your receipt options. email and text receipts are always displayed or, if you have a receipt printer connected to your Shopify POS, you also see options for printed or gift receipts. after your transaction is complete, tap done, the transaction is now complete and you'll be taken back to the home screen. that's it. you've now learned how to complete a basic checkout, including adding customer information and discounts to the cart. if you'd like to learn more about using the all new Shopify POS app, subscribe now for more videos like this and if you have any questions, comment below or contact us directly at help. Shopify comm slash questions.

POS: How to connect Tap & Chip card reader || Shopify Help Center

setting up your card reader to accept payments on the all-new Shopify POS doesn't have to be complicated. keep watching for a complete demonstration on setting up the tap and chip card reader. hey, everyone, it's Jamal with Shopify. before we get started with the hardware, setup is a few important details about setup requirements we need to cover first. this video discusses the tap and chip card reader. make sure that your Hardware matches what you see here to follow along. the card reader is available to you depend on where you're located. for more information about what card readers are available in your area, click the link in the description. you also need to confirm that both your iOS device and Shopify POS app have Bluetooth enabled. open the Settings app on your device and tap Bluetooth. be sure the Bluetooth button is toggled on. then scroll to the shop provide POS app and toggle on the Bluetooth button there as well. next, to use one of the Shopify card readers with POS, you need to set up Shopify payments. to see if you're eligible to use Shopify payments for card reader transactions in your area, check the description below. once you've taken these steps, you need to confirm that the Gateway is enabled in the POS app. from the POS app, tap the menu icon and then tap Settings. on the new page, tap payment settings and then tap credit debit for Shopify payments. make sure that the button for accept credit cards at checkout is toggled on. now you're ready to set up your carburetor. tap back. to go back to the settings screen. you can connect your Hardware in few different ways. the first is to open the connectivity section and tap Add hardware. the second is to scroll to the hardware section on the settings screen and tap set up hardware. either method brings you to the same screen. on the hardware screen you see a selection of hardware to choose from. now tap card reader and choose. tap + chip. follow the on-screen prompts and hold down the purple button located on the back of the card reader for five seconds until you see the lights animate. this action enables bluetooth pairing mode. when the card reader is discovered by the device, you see the name of the hardware pop-up with a device number. you can confirm that the correct reader is being paired by checking the device number on the car reader itself. once you confirm that the carburetor is correct, select pair carburetor. you see a pop-up confirmation that you're connecting the card reader to the device. select pair the device might take a few seconds to pair. when it's connected, tap finish setup and read through the hardware overview on the next few screens. once your card reader is paired, it stays connected to the POS app unless one of the following scenarios takes place: first, the Shopify POS app is closed. second, a user selects connect a card reader even though the card reader is already paired. this triggers the connection process to start over. or third, forget: card reader is selective. if any of these snares happen, follow the same steps outlined in this video to connect the device again. and that's it. your card reader is now connected and you're ready to accept payments in person. for more videos on Shopify POS Hardware, subscribe now. if you have any questions, comment below or contact us directly at help. Shopify comm slash questions.

POS: How to connect Chip & Swipe card reader || Shopify Help Center

setting up your card reader to accept payments of an all-new Shopify POS doesn't have to be complicated. keep watching for a complete demonstration on setting off the chip and swipe card reader. hey, everyone, it's Jamal with Shopify. before we get started with the hardware setup, there's a few important details about setup requirements we need to cover first. this video discusses the chip and swipe card reader. make sure that your Hardware matches what you see here. to follow along, the card reader is available to you depend on where you're located. for more information about what card readers are available in your area, click the link in the description. you also need to confirm that both your iOS device and Shopify POS app have Bluetooth enabled. open the Settings app on your device and tap Bluetooth. be sure the Bluetooth button is toggled on. then scroll to the shop provide POS app and toggle on the Bluetooth button there as well. next, to use move the Shopify card readers with POS, you need to set up Shopify payments. to see if you're eligible to use Shopify payments for card reader transactions in your area, check the description below. once you've taken these steps, you need to confirm that the Gateway is enabled in the POS app. from the POS app, tap the menu icon and then tap Settings. on the new page, tap payment settings and then tap credit debit for Shopify payments. make sure that the button for accept credit cards at checkout is toggled on. now you're ready to set up your carburetor. tap back to go back to the settings screen. you can connect your Hardware in a few different ways. the first is to open the connectivity section and tap Add Hardware. the second is to scroll to the hardware section on the settings screen and tap to setup hardware. either method brings you to the same screen. on the hardware screen you see a selection of hardware to choose from. now tap card reader and choose chip and swipe. follow the on-screen prompts and hold down the white button located on the side of the card reader for 4 seconds. this action enables bluetooth pairing mode. when the card reader is discovered by the device, you'll see the name of the hardware pop-up with a device number. you can confirm that the correct reader is being paired by checking the device number. on the card reader itself, next to the charging port, there's a four digit number that should match the card reader number you see on your Shopify POS app. once you've confirmed that the card reader is the correct one, select pair card reader. after a few seconds, the card reader will connect to the POS app. when it's connected, tap finish setup and read through the hardware overview. on the next few screens you can check all of the connectivity of your devices in the hardware connectivity manager. here you see the chip and swipe card reader that we just connected. you can tap the card readers title for information like the battery percentage, serial number and support on how to use the device. once your card reader is paired, it stays connected to the POS app unless one of the following scenarios takes place: first, the Shopify POS app is closed. second, a user selects connect a card reader even though the card reader is already paired. this triggers the connection process to start over. or third, forget card reader is selected. if any of these snares happen, follow the same steps outlined in this video to connect the device again, and that's it. your card reader is now connected and you're ready to accept payments in person. for more videos on Shopify POS Hardware, subscribe now. if you have any questions, comment below or contact us directly at help Shopify comm slash questions.