Last Updated on January 21, 2022

Shopify POS (point of sale) is ideal for business owners for integrating their online and offline business for an improved shopping experience of customers. So, let’s understand what is Shopify POS.Integrate Your Online & Offline Store With Shopify POS

Shopify POS – Shopify POS is a user-friendly point of sale app benefiting you to sell your products from anywhere in the market, you could sell from pop up shops, from a brick-and-mortar store. You can run it on its own or you can sync Shopify with Shopify POS for tracking inventory and orders across your brick-and-mortar store, from different sales channels, online store.

You can easily manage your online and offline store with the Shopify Point of sale application and this app also offers a full retail experience to your customers. With Shopify, it becomes easy to track customer’s orders in one place whether it was an online order, order from a brick-and-mortar store, from mobile.

Features Of Shopify POS

There are different features of Shopify POS given below.

1. Payment

Shopify POS follows the user-friendly approach during the checkout process by different payment methods. there is a very low rate is charged excluding any hidden charges on credit cards so you can easily accept payment on credit cards by Shopify card reader or by any other card reader that you own. You should use that single transaction for one payment to reduce the complexity in payment.

Payment method and setting can easily be changed and updated on Shopify POS. You can also use custom payment gateway options like a gold coin, cheques as per your customer’s needs and your wish. You can also offer gift cards to your customers instead of refunding the payment. You can redeem gift or ecards either at your online or offline store as Shopify POS accepts the gift cards.

2. Checkout

You can improve the experience of customers with the Shopify POS app by attaching messages, notes on special request of the customer, bring the checkout register to customers’ homes. Customer experience can also be maximized in Shopify POS by customizing email to your customer regarding their order and you can add information about your store. It also avails you to save customer’s order detail for future shipment.

Calculation of taxation is also becoming automated in Shopify POS. Customers will get ready to purchase and you can charge them as per your wish by giving them customization in their product.

3. Discounts

You can provide a variety of discounts for the different limited periods with certain terms and conditions. You can select what suits and work best for your business from a variety of discounts like first purchase discount, discount at end of the season, for a limited time in the Shopify POS application. After the discount, you need to evaluate your performance whether it’s working effectively and increasing sales of your business or not.

4. Store Management

Before opening your store for customers you have to choose settings for your store management like package type selection, selection of payment method that you will accept, customization of tax setting, adding store’s policy to the checkout page. Managing your staff on Shopify POS is easy to do, you can monitor staff changes, managing staff register, individual pin code, even refund-related transaction. Shopify POS allows you to integrate with Bookkeeping applications.

5. Customer Management

After an individual purchase from your online and offline store Shopify POS creates an automated profile of the customer. Their order-related information is all stored in your app, even if they purchased from a brick-and-mortar store or online store. You can offer customization to the customer with email marketing apps and informing them about the sale and offers your company is providing.

6. Products

You can keep a different variety of products in the stock-keeping unit by assigning a barcode to products as an individual product in different variation. Barcode can only be scanned by machines and enables the owner to track his inventory to easily calculate the sales and get to know the revenue generation. It’s easy to know you have stock availability or not if there is not stock availability you need to remove showcasing that product or you can get more quantity of that product in your store.

Barcode contains information regarding the product ‘s price and weight, name of the manufacturer, expiry date, manufacturing date. You can use a barcode scanner with Shopify POS only by paying for a subscription to Shopify in advance or Shopify.

7. Hardware

You can give receipts to your customers of their payment by adding Star Micronics CD3-1616 cash drawer printer but this feature is only available to you when you get Shopify advance plans. The credit card reader is a small card swipe hardware device that is also provided to you, you can use it by plugging it into your Shopify POS.

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How To Set Up Shopify POS

Shopify POS set up for your client is an easy thing to do, you need to follow some basic steps.

1. Review Your Client’s POS Hardware Requirements

Before installing Shopify POS you need to communicate with your clients about their requirements of hardware. Surely, they need some hardware attaching with their Shopify POS and what methods they will follow for their business and for following that method what hardware they will need. They want to provide a soft copy of receipts to their customers so they need to plug Star Micronics CD3-1616 cash drawer printer.

You must inform your client about what hardware they will get with Shopify POS and if your clients need extra features, they should get plans of Shopify POS. After having communication with your clients then you can purchase hardware from the Shopify store.

2. Select A Plan & Configure Their Admin Settings

Shopify POS app plan is supported by iPhone and Android devices. Your client will select the plan if they want to have additional features plans provided with Shopify POS or not.

Your client will get retail management access in plans of advance Shopify or Shopify. retail package access provides additional features that come with staff management and hardware integration in advance POS of Shopify POS. After communicating about your client’s need you have to select a plan for their online and offline store integration as per their requirements.

You need to complete their configure admin setting regarding their online and offline store’s email address, store address, billing information.

3. Install The POS app

Shopify POS app is an iOS app and can be installed on android and iPad, iPhone devices. Before installation, you need to check the compatibility of your client’s device with the Shopify POS app. Android devices must have android 4.1 or more than that and for iOS, it has to be 8.2 iOS.

4. Help Your Client Add & Organize Their Product

You need to help your client in adding their product on their online site. It’s your responsibility to add the products on their online site by Shopify POS app, mobile device, or from any other device. if products are already added to their online site then there is no need to add, just need to log in with Shopify pos. once added in their Shopify admin it’s your client’s wish what products they want to display in their brick-and-mortar store.

5. Add Retail Locations To The Shopify Admin & Assign Locations To POS Devices

Shopify POS app allows you to assign a location of your client’s brick and mortar store in an administrative setting. you can add the physical location of your store to determine tax rates and tracking sales at your retail location. You have to select add a location for adding the address of your brick-and-mortar store. The primary location is to be added when your client is using a different location for his business.

After adding the location in the admin setting you need to assign a location to Shopify POS devices. Right taxes are enabled for in-person orders and retailers can track the physical locations easily.

6. Configure Tax Settings

You need to ensure that your client is using one location for their business or more for correct taxation. Your client has to follow the sales tax implied by the government on their customers. You need to configure the taxation setting in Shopify POS to handle the most common sales tax calculations. POS device taxation setting must comply with the local taxation depends on their location.

7. Setup Payment Method

After configuring tax now you need to set up a payment method for their store in Shopify POS. you need to select a payment method for POS purchases depends on the preferred method they would like to pay from. You need to change the payment method in the admin setting. There are various regions where Shopify support payment card with in-person payments, your clients can manually swipe their credit card for payment.

8. Set Up Shopify POS Hardware

Shopify POS provides Shopify retail kit hardware with their advance plan. you need to set up POS hardware integrating with your client’s POS app. For accepting payment, you need to add debit card and credit card swipe Card readers hardware and, barcode scanner, barcode printer, receipt printer. You need to add hardware as per the requirements of your client.

9. Testing

After completing all the steps you need to check the Shopify POS system you installed working effectively or not. You can ask your client to try using the Shopify POS and get familiar with the system. Your client can try taking orders, payment, refund, order status on the POS. now when it’s working properly then your client is ready to use Shopify POS.

Wrapping Up

Now here we got a clear picture of how you can integrate your brick-and-mortar store and online store with Shopify POS and the benefits you will get in your business. It will save your problem of managing your store and benefits in generating more revenue for your business.

If you need any assistance in developing an ecommerce store with Shopify then Emizentech can help you. We are a leading Shopify development company helping clients build their ecommerce businesses.

Author

I am an eCommerce consultant, a member of the Forbes technology council with a decade of experience in the ecommerce development segment. My expertise can make your business overcome any obstacles while you are dealing with the Magento ecommerce platform!