How to Use Shopify POS?

8 minutes read

Shopify POS is a point-of-sale system that allows businesses to sell products in person. To use Shopify POS, you first need to download the app onto your mobile device or tablet, or use the POS system on your desktop computer. Once you have the app installed, you can start adding your products to the system by inputting their details, such as pricing and descriptions. You can then connect a card reader to accept payments from customers in person. With Shopify POS, you can also manage your inventory, create customer profiles, and track sales data in real time. This system is designed to streamline the checkout process and provide a seamless shopping experience for both the business and the customer.

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What kind of hardware is compatible with Shopify POS?

Shopify POS is compatible with a wide range of hardware, including:

  1. Apple iPad: Shopify POS is designed to work seamlessly on an iPad, allowing you to process payments, manage inventory, and more from a mobile device.
  2. Receipt printers: Shopify POS supports a variety of receipt printers, including Star Micronics, Epson, and TSP100 series printers.
  3. Barcode scanners: You can connect a barcode scanner to your iPad to quickly scan products and streamline the checkout process.
  4. Cash drawers: Compatible cash drawers can be connected to your iPad to securely store cash and coins during transactions.
  5. Credit card readers: You can use Shopify's own card reader or integrate with popular options like PayPal Here, Square, or external card readers like Clover Mini for accepting credit card payments.
  6. Shop terminals: Another option is to use a Shopify supported all-in-one solution like the Shopify POS Pro hardware bundle that includes an iPad stand, receipt printer, cash drawer, and card reader.


Overall, Shopify POS is designed to be flexible and can work with a variety of hardware setups to meet the needs of different types of retail businesses.


What kind of payments can be accepted with Shopify POS?

Shopify POS can accept the following forms of payment:

  1. Credit cards
  2. Debit cards
  3. Cash
  4. Gift cards
  5. Store credit
  6. Contactless payments (such as Apple Pay and Google Pay)
  7. Payment through third-party platforms like PayPal


Shopify POS also allows for split payments, partial payments, and can process refunds or exchanges with ease.


What kind of training is available for using Shopify POS?

Shopify offers various resources and training options for using their Point of Sale (POS) system, including:

  1. Online tutorials and guides: Shopify provides step-by-step tutorials and guides on their website to help users set up and use their POS system effectively.
  2. Webinars and workshops: Shopify frequently hosts webinars and workshops for users to learn more about their POS system and how to get the most out of it.
  3. Customer support: Shopify offers 24/7 customer support to assist users with any questions or issues they may have while using their POS system.
  4. Shopify Academy: Shopify Academy offers online courses and resources on various topics related to ecommerce and retail, including how to use the POS system effectively.
  5. In-person training: For larger merchants or businesses looking for more personalized training, Shopify also offers in-person training sessions with their experts.


Overall, Shopify provides a comprehensive range of training options to help users learn how to effectively use their POS system and optimize their retail operations.


How to process sales with Shopify POS?

To process sales with Shopify POS, follow these steps:

  1. Open the Shopify POS app on your mobile device or tablet.
  2. Add products to the cart by scanning their barcodes or searching for them manually.
  3. Adjust the quantity and apply any discounts or promotions, if applicable.
  4. Tap the "Checkout" button to proceed to the payment screen.
  5. Choose the payment method (credit/debit card, cash, etc.) and complete the transaction.
  6. Offer the customer a receipt, either printed or emailed.
  7. If the customer wants a receipt emailed to them, enter their email address and confirm.
  8. Complete the sale and provide any necessary follow-up information or assistance to the customer.


Additionally, you can also set up Shopify POS to accept multiple payment methods, manage inventory levels, track sales data, and generate reports to analyze performance. Shopify POS seamlessly integrates with your online store, allowing you to synchronize inventory and sales data across all channels.


What is the refund process with Shopify POS?

The refund process with Shopify POS is as follows:

  1. Open the Shopify POS app and tap on the "Orders" tab.
  2. Find and select the order that requires a refund.
  3. Tap on the "Refund" button and select the items that need to be refunded.
  4. Choose the reason for the refund and enter any additional notes if necessary.
  5. Review the refund details and tap "Refund" to process the refund.
  6. You can choose to issue the refund in the form of cash, credit card, gift card, or custom payment method.
  7. Provide the customer with a receipt confirming the refund transaction.
  8. The refunded amount will be deducted from your total sales and will be reflected in your Shopify account.


It is important to note that refunds processed through Shopify POS will also be reflected in your Shopify online store and reports.


What is the process for setting up a barcode scanner with Shopify POS?

Setting up a barcode scanner with Shopify POS involves the following steps:

  1. Connect the barcode scanner to the computer or iPad that is running the Shopify POS system. Most barcode scanners can be connected via USB or Bluetooth.
  2. Open the Shopify POS app on the device and go to the settings menu.
  3. In the settings menu, look for an option to configure the barcode scanner. Follow the on-screen instructions to pair the barcode scanner with the device.
  4. Once the barcode scanner is paired, you can start scanning barcodes to add products to orders in the POS system. Simply point the scanner at the barcode on the product, and the information will be automatically entered into the order.
  5. Make sure to test the barcode scanner to ensure that it is working properly. Scan a few different products to confirm that the information is being transferred accurately.
  6. If you encounter any issues with the barcode scanner, refer to the manufacturer's instructions for troubleshooting tips. You may also reach out to Shopify's customer support for assistance.


By following these steps, you can easily set up a barcode scanner with Shopify POS to streamline your checkout process and improve accuracy in tracking inventory.

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