How To Get Started With The Shopify POS Application
First time trying out the Shopify POS (Shopify Point of Sale) application? Don't worry we've got you covered with everything you need to know about this tool.
Even if you're an old hat at using the platform, we're sure you'll find some new tricks to revamp your Shopify retail store experience.
So, let's get to it!
Shopify makes it easy for startups and larger businesses to reach a wider audience and easily manage every aspect of their retail store.
While predominantly used only for online sales, Shopify also allows merchants to sync their online and physical stores if they have one.
That's where the Shopify POS app comes into play.
The Shopify POS application makes this process a breeze by turning an iPad or iPhone into your point-of-sale hardware.
It also syncs with your online Shopify store so you don't need to update any sales information.
Now, how do you use the Shopify POS? Here's a step-by-step breakdown:
- Sign Up For Shopify 📝
- Download The Shopify POS App ⬇️
- Purchase And Connect Necessary POS Hardware ⌨️
- Set Up Your Shopify POS App 📱
Chances are you've already done this step but just in case you haven't, you need to sign up for one of Shopify's monthly subscription plans.
Basic Plan - $29 per month
Shopify Plan - $79 per month
Advanced Shopify Plan - $299 per month
Additionally, you can subscribe to the Shopify Lite package.
With Shopify Lite ($9 monthly cost ) you can use the Shopify POS Lite version and start selling in stores. While the plan is very limited, you still have access to:
- Customer Profiles
- Mobile POS and retail hardware
- In-store inventory
- Email carts
- Finance reports
- Discount codes
Next, head over to the Shopify App store and install the Shopify POS App. There are two subscription options to choose from but we'll touch more on that later.
There are two basic hardware devices you need to get started with Shopify POS.
- iPad / Tablet or iPhone (You would've installed the POS app here)
- Card reader to take in-person payments
You can also choose to build up your store with more expansive sales devices (cash drawers, receipt printers, cash registers, barcode scanners, etc.), just make sure they're compatible with the Shopify POS app.
If you aren't sure what else you would need to make the purchase process easier in your pop-up or brick-and-mortar store, then Shopify provides a range of standalone hardware and bundles that you can purchase.
To get started using your new Shopify POS system, you'll need to make sure the following is set up:
- Make sure your products are added to your Shopify POS then go to "Products" > "Product Status" > "Manage" > choose the POS as a sales channel.
- The correct location needs to be enabled on your app to ensure the appropriate taxes are charged. On the POS device, click "Settings" > "All locations" > Choose the name of the POS location and hit "Switch."
- Install embedded apps to customize your store. In your Shopify admin, go to "Settings" > "Apps and sales channels" > "Customize Your Store." Then go to the Shopify App store and visit the range of integrations that "Works with Shopify POS."
- Verify that in-person payments are activated. When you subscribed to Shopify, you would've set up your payment options. To learn how to do this check out our Shopify Payments tutorial. Once that's done, open your POS app, go to "Settings" > "Payment Settings" > "Default Payment Types", and check the credit/debit option displays Accepted.
As we mentioned above, you'll need to select a subscription plan when you install the Shopify POS application.
Currently, there are two price options available:
- Shopify POS Lite
- Shopify POS Pro
The Shopify POS Lite plan is free to use as long as you have a Shopify subscription (except for the starter plan). It's ideal for smaller stores that use a physical location once in a while. For example, pop-up stores and market vendors.
The Shopify POS Pro plan is available at $89 per month and is perfect for brick-and-mortar stores and franchises.
The Shopify POS app allows merchants to combine the best of eCommerce with commerce in a seamless omnichannel sales experience.
Its most useful features include:
The Shopify POS app allows you to have unlimited products on your system. You can also categorize your products according to type, promotions, price, season, and much more.
Additionally, products can have multiple variations which can be as complex or simple as your need them to be. For example, under dresses, you can have a strapless, small, blue dress with flower prints.
Other ways you can manage your products include:
- Adding barcodes
- Tracking products (from warehouse to order fulfillment)
The Shopify POS system makes all your product admin duties a breeze and gives you more time to focus on connecting with your customers and building your business.
You can easily track your inventory with Shopify POS. The app will automatically update when an order is fulfilled.
But that's not all. If you have the Shopify POS Pro membership, you'll be able to create purchase orders, request transfers from other locations, connect a barcode scanner to match your inventory and records, and get access to detailed inventory reports.
There are also Smart Inventory Management features such as:
- Demand forecasting - Receive suggestions based on real-time product performance data.
- Low stock alerts - Based on current sales, you'll be notified if stocks for quick-selling items are low as well as lead times for vendors.
- Inventory Analysis - Use the stock performance review system to make calls on which products to reorder.
- Multi-location Inventory - sync data across stores.
With Shopify POS Lite you can create staff accounts with unique login pins to easily track individual sales by staff members.
Additional features are available if you're on Shopify POS Pro, such as:
- Manager Approvals - Give your staff POS access but not full admin access.
- Unlimited staff POS accounts
- Track individual staff sales for commissions or bonuses.
You also have access to advanced sales tracking and analytics for improved business decisions.
This includes access to professional reports such as retail sales reports, cash flow reports, product reports, discount reports, inventory reports, and finance reports for in-person sales.
On the Shopify POS Pro version, you also have a daily sales report with insights into specific product sales, staff performance, and more.
The most important function of the Shopify POS system is to provide shop owners and customers with a smooth checkout process.
Well, you get all that and more!
With the Shopify POS Lite plan you have:
- Mobile Checkout - Since your app is on an iPad or mobile device, you can complete your transactions anywhere, including taking the POS over to your customer.
- Smart Grid - The Shopify POS interface features a smart grid that can be customized based on cart actions.
- Automatic Tax Calculation - Tax rates at checkout are applied automatically based on your store location.
- Add discount codes before checkout.
- SMS or Email receipts.
- Order Notes - insert special notes for each order if applicable.
- Custom Sale Option - Create special prices on the spot for an item/bulk items.
The Shopify POS Pro plan includes all the above as well as extra features such as:
- Cart Recovery - save and retrieve shopping carts for faster checkouts.
- Personalized Receipts for printing.
- Exchanges - online inventory is automatically updated when products are exchanged.
Gone are the days when customer spending habits required research and creative thinking.
With Shopify POS, you can keep track of the following customer information at no extra cost.
- Personal Details
- Contact Info
- Purchase History
- Shipping Addresses
- Marketing Preferences
- Customer Notes
- Lifetime Spend
The best part is customer data is synced whether they choose to purchase in-store or online and you always have access to it.
It's a great way to build relationships and generate a healthy stream of repeat purchases.
Further, you can use the Shopify POS system to reach out to customers via email, call, or SMS and notify them of upcoming sales or events.
The wide variety of payment gateways available on Shopify POS makes it impossible for your business to lose a sale.
Your customers can choose from:
- Gift Cards - Sell and accept physical or digital gift cards that can be redeemed on your POS device.
- Credit / Debit cards
- Split Payments - accept two different payment types for the same transaction, e.g, debit card and gift card.
- Layby / Partial Payments - allow customers to pay in installments.
- Third-party Payment Providers
- Online Payments
- Custom Pricing - enable and create custom options such as checks or IOUs.
The best part is that all these payment options are available on both the Shopify POS Lite and Pro versions.
The Shopify POS app helps you enhance customer relationships and promote your products through:
- Email Marketing - Capture customer emails during the checkout process and add them to your email marketing list.
- Social Media - Use location data to connect with local customers using social media campaigns.
- Google Merchant Center - Your products are automatically synced with google shopping and will display in searches.
You can also use the POS app to record product reviews from customers which you can use in your marketing campaigns.
Do I need a Shopify store if I don't want to sell online?
Yes, your Shopify store works with your Shopify POS app and you need it to manage crucial store information regarding customers, inventory, and payments.
Do I have to sell the same products in-store as I do online?
You're free to sell the same or different products to your in-person and online customers.
What do I need apart from the app?
To get started with Shopify POS, you need a Shopify subscription plan, the app, and a card for taking payments.
What is a Staff PIN?
It is a unique four-digit code that you or your staff can use to log in to the Shopify POS system.
Can you use Shopify POS offline mode?
If your Shopify POS system loses internet connection, you can still accept cash and custom payment methods. Unfortunately, you can't process credit card, debit card, or gift card transactions.
What is the difference between Shopify and Shopify POS?
Shopify is an eCommerce platform that allows you to create an online store, while Shopify POS is an app designed to work with your Shopify store and accept in-person payments.
What is Shopify Plus?
Shopify Plus is the premium Shopify plan designed for high-growth merchants with billion dollar revenues.
Does Shopify POS take a percentage of your sales?
Yes, it does. The exact percentage of the credit card rates charged differs depending on what Shopify plan you're on. Basic - 2.7%, Shopify - 2.5%, Advanced - 2.4%.
Can I add my logo to my POS receipts Shopify?
Yes, you can by going to the menu button and tapping "Settings" > "Printed receipt settings," then tap Add header text, enter your customized logo and save.
If you're a business owner interested in selling your products in person, the Shopify POS system makes that process quite easy.
The app is easy to set up and you don't require expensive hardware to get started.
Additionally, the integration with the Shopify eCommerce site also turns your store into a multichannel sales platform, which the covid-19 pandemic taught us, is crucial to selling in these times.
The only drawback that brick-and-mortar stores may face is the steep costs ($89 monthly price per location for Shopify POS Pro) in addition to the transaction fees charged on purchases.
However, if cost is a problem, the affordable Shopify Lite plan still gives you access to basic features you would need for a physical store.
Shopify POS is also primarily designed for retail stores and can't compete in the POS category for other services such as the restaurant industry, where the Shopify POS system would lack many features.
Basically, the effectiveness of Shopify POS is based on the type of store you're running.