Shopify POS: Understanding the Point of Sale System

ByJill Selling on Shopify
What is Shopify POS

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Shopify POS (Point of Sale) system, is a powerful tool for retail businesses to manage in-store transactions.

This article will provide a comprehensive understanding of Shopify POS, from its features and capabilities to the benefits it offers.

Whether you’re a small brick and mortar store or a growing retail business, this guide will help you determine if Shopify POS is the right solution for your needs:

What Is Shopify POS

Shopify POS (Point of Sale) is a retail management solution offered by Shopify. It allows merchants to manage their retail sales and operations from a single platform, both online and in-store.

With Shopify POS, you can process transactions, manage inventory, track customer orders, and generate reports all from a single system, regardless of where the sale took place.

The Shopify POS system includes a range of hardware components such as barcode scanners, receipt printers, and card readers, as well as a software application that can be used on a tablet or smartphone.

The system is designed to be user-friendly and intuitive, and it integrates seamlessly with Shopify’s e-commerce platform, so all sales, orders, and customer information is automatically synced and up-to-date in real-time.

How To Exchange An Item In Shopify POS

To exchange an item in Shopify POS, you can follow these steps:

  1. Open the Shopify POS app on your device.
  2. Find the original order that contains the item you want to exchange.
  3. Click on the “Orders” tab in the app, then find the order you want to exchange and tap on it.
  4. Tap on the item that you want to exchange.
  5. Tap the “Exchange” button in the bottom right corner.
  6. Select the new item that the customer wants to exchange for, or add a new product to the system if necessary.
  7. Adjust the price of the new item if needed.
  8. Tap the “Save” button.
  9. Process the exchange as a new transaction, just as you would with any other sale.

This will create a new order with the exchanged item and automatically update the inventory count. You can also issue a refund for the original item if necessary.

Keep in mind that these steps may vary slightly depending on the version of Shopify POS you are using.

What Is My Shopify POS Pin

Your Shopify POS pin is a four-digit code that is used to secure certain sensitive actions in the Shopify POS app. The pin is set up by the main Shopify account owner and is used to access certain functions in the app, such as adjusting inventory quantities or making changes to orders.

If you are an employee of a Shopify store and need to access the Shopify POS app, you will need to know your PIN to log in. If you are the main Shopify account owner, you can set or change your PIN in the Shopify admin under “Settings” > “Security.”

Keep in mind that the Shopify POS pin is different from the password used to log in to your Shopify account.

If you have forgotten your Shopify account password, you can reset it by following the steps in the “Forgot Password” section of the Shopify login page.

How To Reset Shopify POS Pin

To reset your Shopify POS pin, you can follow these steps:

  1. Log in to your Shopify account.
  2. Go to the Shopify Admin, and click on “Settings.”
  3. Click on “Security.”
  4. Under “Shopify POS Pin,” click on “Reset your PIN.”
  5. Enter the new four-digit code you would like to use as your Shopify POS pin.
  6. Click the “Save” button.

Once you have reset your Shopify POS pin, you will need to use the new code the next time you log in to the Shopify POS app. If you are an employee of a Shopify store, make sure to communicate the change in your PIN to the main account owner so they can update your access to the POS app.

How To Set Up Shopify POS

Setting up Shopify POS is a straightforward process that can be completed in a few steps. Here is a general outline of how to set up Shopify POS:

  1. Create a Shopify account.
  2. Install the Shopify POS app. You can download the Shopify POS app from the App Store or Google Play Store on your mobile device or tablet.
  3. Connect your hardware. If you have purchased hardware components such as a card reader, receipt printer, or barcode scanner, connect them to your device following the manufacturer’s instructions.
  4. In your Shopify admin, add your products to the store, including product names, descriptions, prices, and images.
  5. Go to the Shopify admin and customize the appearance of your receipts, including your store name, address, and logo.
  6. Add payment methods that you want to accept in-store, such as credit cards, cash, or check.
  7. In the Shopify admin, set up your tax rates for each jurisdiction you will be selling in.
  8. Start selling!

It’s important to note that the exact steps for setting up Shopify POS may vary slightly depending on your specific setup and needs.

How Discount Codes For Shopify POS Works

Discount codes in Shopify POS work similarly to discount codes in the online version of Shopify. They allow you to offer promotions to your customers and incentivize sales. Here is how discount codes work in Shopify POS:

  1. To create discount code go to the Shopify admin, and click on “Discounts.” Create a new discount code and specify the type of discount (percentage or dollar amount), the discount amount, and the conditions under which the discount can be applied (such as a minimum purchase amount).
  2. During the checkout process in the Shopify POS app, have your customer enter the discount code into the app. If the code is valid and the conditions are met, the discount will be applied to the customer’s purchase.
  3. You can monitor the usage of your discount codes in the Shopify admin by going to “Discounts” and viewing the “Usage” section. This will show you how many times a code has been used, as well as the total amount saved by using the code.

It’s important to note that discount codes in Shopify POS can only be used in-store and cannot be applied to online purchases.

Additionally, discount codes in Shopify POS can only be created and managed from the Shopify admin and cannot be created directly from the Shopify POS app.

What Is Shopify POS Lite

Shopify POS Lite is a stripped-down version of the full Shopify POS app, designed for small businesses and independent sellers who need a simple and straightforward solution for in-person sales.

Shopify POS Lite provides basic point-of-sale (POS) functionality, including the ability to process transactions, manage inventory, and track customer orders.

The main difference between Shopify POS Lite and the full Shopify POS app is that Shopify POS Lite is limited in its features and capabilities. For example, Shopify POS Lite does not support advanced features such as gift cards, customer profiles, or the ability to print receipts.

However, Shopify POS Lite is a cost-effective option, as it is included for free with all Shopify plans, whereas the full Shopify POS app requires an additional monthly subscription fee.

How To Do A Return On Shopify POS

To process a return in Shopify POS, follow these steps:

  1. Open the Shopify POS app on your device and tap on “Start a sale.”
  2. Use the barcode scanner to scan the product that the customer wants to return. If the product doesn’t have a barcode, you can search for it using the product name or code.
  3. Once the product has been added to the transaction, tap on “Refund” to initiate the return process. You can then enter the reason for the return, such as “Defective,” “Incorrect item,” or “Customer changed their mind.”
  4. Choose the payment method that the customer used to make the original purchase. If the customer wants a refund, you can select “Refund” to issue a refund to their credit card. If the customer wants to exchange the item for a different product, you can select “Exchange.”
  5. Once you have entered all the necessary information, tap on “Refund” or “Exchange” to complete the return process. If you selected “Refund,” the app will process the refund, and the customer will receive a confirmation of the refund on their receipt.

How Much Does Shopify POS Charge

Shopify POS is a paid app that is separate from the main Shopify platform, and its pricing depends on the version you choose.

Shopify POS Lite, which is a limited version of the app, is included with all Shopify plans at no additional cost.

The full version of Shopify POS, which includes all the features and capabilities of the app, starts at $89 per month. This pricing includes the Shopify POS app, a card reader, and access to 24/7 support.

It’s worth noting that in addition to the monthly fee for Shopify POS, there are also transaction fees that apply to each sale processed through the app. These fees vary depending on the payment processor you use.

Overall, the cost of Shopify POS will depend on the version you choose, the number of transactions you process, and the payment processor you use. To get an accurate estimate of the costs involved, you can reach out to Shopify support for more information.

How To Add Staff To Shopify POS

To add a new staff member to your Shopify POS, follow these steps:

  1. Log in to your Shopify account: Go to your Shopify admin and log in to your account.
  2. Go to the “Settings” menu: From the Shopify admin, click on the “Settings” option in the bottom-left corner of the screen.
  3. Select “Staff members”: From the “Settings” menu, click on the “Staff members” option.
  4. Click on “Invite staff member”: On the “Staff members” page, click on the “Invite staff member” button.
  5. Enter the staff member’s information: In the “Invite staff member” window, enter the staff member’s name, email address, and role. You can also specify the permissions you want to grant the staff member, such as access to specific parts of the Shopify admin or the ability to process payments.
  6. Send the invitation: Once you have entered all the necessary information, click on “Send invitation.” The staff member will receive an email with instructions on how to log in to the Shopify POS app.
  7. Add the staff member to your iPad: If you use the Shopify POS app on an iPad, you’ll need to add the new staff member to your device as well. To do this, go to the Shopify POS app on your iPad, tap on the “Settings” option in the bottom-left corner of the screen, and select “Staff members.” From there, you can add the new staff member to your iPad by tapping on their name and following the on-screen instructions.

How To Cancel Shopify POS Subscription

To cancel your Shopify POS subscription, follow these steps:

  1. Log in to your Shopify account: Go to your Shopify admin and log in to your account.
  2. Go to the “Settings” menu: From the Shopify admin, click on the “Settings” option in the bottom-left corner of the screen.
  3. Select “Billing”: From the “Settings” menu, click on the “Billing” option.
  4. Find your Shopify POS subscription: On the “Billing” page, find your Shopify POS subscription and click on the “Manage” button next to it.
  5. Cancel your subscription: In the “Manage” window, you’ll see an option to “Cancel subscription.” Click on this option to cancel your Shopify POS subscription.
  6. Confirm the cancellation: You’ll be asked to confirm the cancellation of your subscription. Once you confirm, your Shopify POS subscription will be cancelled, and you will no longer be charged for the app.

How Do I Get The Money From POS Shopify

The money you process through Shopify POS is deposited into your linked bank account. The process of getting the money from your Shopify POS sales is as follows:

  1. Process payments: When you process a sale through Shopify POS, the payment is captured and held by the payment processor you have selected for your store.
  2. Settlement: The payment processor will settle the funds from your sales into your linked bank account. The settlement process typically takes 2-3 business days, but may take longer depending on your payment processor.
  3. Transfer to your bank account: Once the funds from your sales have been settled, they will be transferred from the payment processor to your linked bank account. This transfer process may also take 2-3 business days.

Does Shopify POS Work Offline

Yes, Shopify POS has offline capabilities. This means that you can continue to process sales even if you do not have an internet connection. When you are offline, your sales will be stored locally on the device you are using for Shopify POS and will be synced with your Shopify store once you regain an internet connection.

It’s important to note that certain features of Shopify POS may not be available when you are offline, such as the ability to process certain types of payments or access certain parts of your store’s inventory. However, you will still be able to process most types of payments and complete sales, even when you are offline.

If you are using Shopify POS for your business and need to use the app offline, it’s a good idea to familiarize yourself with its offline capabilities and limitations in advance to ensure a smooth sales process.

Does Shopify POS Cost Extra

Yes, Shopify POS is a paid app that requires a separate subscription. The cost of Shopify POS varies depending on the plan you choose, but it is not cheap.

In addition to the monthly subscription fee, there may also be additional costs associated with using Shopify POS, such as transaction fees for processing payments and hardware costs if you need to purchase a card reader or other equipment.

It’s important to consider the cost of Shopify POS in relation to your business needs and budget. If you plan on using Shopify POS as your main point-of-sale system, the cost of the app and any additional fees may be offset by the increased efficiency and convenience it provides. However, if you are only looking for a secondary or occasional use for Shopify POS, the cost may be less justified.

To get a more accurate estimate of the cost of Shopify POS for your business, you can review the pricing information on the Shopify website.

Does Shopify POS Accept Debit Cards

Yes, Shopify POS can accept debit cards as a payment method. When you use Shopify POS to process a sale, you have the option to accept a variety of payment types, including debit cards. The specific types of debit cards that are accepted through Shopify POS will depend on the payment processor you have selected for your store.

Shopify works with a variety of payment processors, including major credit card processors such as Stripe, Authorize.net, and PayPal, as well as local payment options in different countries. To determine the types of debit cards that are accepted through your specific payment processor, you can consult their documentation or reach out to their support team for more information.

It’s important to note that when you use Shopify POS to process debit card payments, you may be subject to transaction fees and other charges from your payment processor. These fees can vary depending on the payment processor you use, so it’s a good idea to review their pricing information in advance and factor these costs into your pricing and budgeting decisions.

Does Shopify POS Take Apple Pay

Yes, Shopify POS can accept Apple Pay as a payment method. Apple Pay is a mobile payment and digital wallet service that allows customers to make purchases using their iPhone, iPad, Apple Watch, or Mac. When you use Shopify POS, you can accept Apple Pay payments from customers who have added their credit or debit cards to their Apple Pay wallet.

To accept Apple Pay payments through Shopify POS, you will need to have a compatible card reader, such as the Shopify card reader or a third-party card reader that supports Apple Pay. You will also need to have a payment processor that supports Apple Pay, such as Stripe.

Conclusion

Shopify POS is a versatile and powerful tool that can help streamline your business operations and improve your customer experience.

Whether you’re running a brick-and-mortar store, an online shop, or both, Shopify POS offers a range of features and integrations that can help you sell more, manage your inventory more efficiently, and make data-driven decisions to grow your business. With different plans and pricing options available, you can find a solution that fits your business needs and budget.

Discover more what Shopify can do in our Shopify blog.

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Jill is the founder of Selling Online Simplified. She is a 7 figure ecommerce business owner and consultant to product based businesses. She has owned, operated and sold ecommerce sites and blogs online for the past 12 years. She is also a wife, mom of 3 kids & 1 dog.

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