Shopify Point of Sale (POS) Implementation Guide For Your Business.

First you will need to evaluate the right Shopify Plan for you. This will be dependent on the number of stores, and the desired features. For example if you have more than 10 locations, you will likely be looking at jumping onto Shopify Plus, whereby you'd receive 200 POS pro locations as apart of your platform fee. Otherwise you will need to decide on your base Shopify plan as well as whether you'd like POS lite which starts at as low as $7 AUD per month, or the more advanced POS pro plan which starts at $129 AUD per month for a range of more advanced features.

After you've selected your plan you will want to move through and set up Shopify to your requirements including activating Shopify Payment (recommended payment provider when using Shopify POS, and the only payment provide that works with POS Go). During this stage you will also setup your accounting and tax settings, link your emails, configure any apps, add users to your Online Store (not POS), choosing your online store management settings, set up locations, ect. See a complete list for getting started here. If you are only selling in store you can ignore anything online store.

After you have completed your initial store setup, it is time to upload your products and then setup inventory management for each of your locations. In some cases this may be managed by an external inventory management system, in which case you will need to complete an integration at this step. This document outlines the process to follow when first uploading your products. Then you will need to setup inventory for each of your locations which is outlined here. During this stage you will also want to decide if you are using barcodes, what type of barcodes you will be using, and ensuring this is uploaded with your product upload.

See the Retail Barcode Labels app here, and an overview of barcodes on Shopify POS here.

Once all of your products are uploaded into Shopify you can begin to manage upload your inventory if you decide to manage inventory within Shopify. First you will need to ensure each of your locations is correctly setup, configured to sell products, and decide if you'd like to offer click and collect. Once the locations are setup you can begin managing your inventory by following the steps outlined here.

Shopify POS is an app based system meaning it works on either Android or IOS, however, does not work on desktop computers. Thus you will need to decide if you'd like to use an iPad or Android tablet for each of your point of sales systems. You will then need to decide how many stations you would like, and the equipment you'd like at each station.We recommend the following base setup to work off of:

POS Bundle; Card Readers, iPad Stand, Scanners, Receipt Printers, Cash Drawers (Retail): A$1,399

• iPad, 10th Generation, 10.9” (Retail): A$749

Once you have selected your preferred equipment, you can place an order with Shopify. We recommend allow for one to two weeks for the equipment to be delivered from Shopify, however, majority of merchants receive their equipment within a week. In some cases you may be able to use existing POS equipment with Shopify POS. to evaluate your exisiting POS equipment please reach out to our team, or alternatively the Shopify POS team here.

Once you've setup your store, and received your hardware, it is time to install and setup the POS sales channel. First you will want to install the sales channel by visiting the following link or searching for POS under sales channels on Shopify.

Once installed follow the setup steps to complete the install.

Within the POS app you will be able to setup things like Ship from Store, whereby you can create a delivery order in store for customers. You can customise receipts to include different information like your logo or website, and of course add your staff.

There are two ways to add POS staff to allow for sales. The first is to add them to your Shopify Store (permission required: Access Point of Sale), this would be relevant for Store managers who need access to login through Shopify to link POS. The number of staff you can add to your Shopify store will be limited by your plan, view here.

You can then add unlimited POS staff through the POS app so there is no need to worry about how many staff you add. Once you add your staff you can set them a unique pin used to login at the station.

Once you have added all of your staff into the POS sales channel you can track their individual sales through Shopify, view here.

You can also do cool things like printing the staff member that assisted a customer on a given day on their receipt.

Start by installing the Shopify POS app on your IOS or Android device. Once installed, log in to Shopify and select the correct location you'd like to setup.

Next, turn on your POS Go terminal device and connect to the same WIFI connection as your IOS or Android device. If this is your first time using your POS Go terminal you will likely need to update the device to the latest software.

Once your POS Go device is powered on, login to the same Shopify store and select the same location. Once both devices are logged in and connected to the same store, you can connect the terminal by scanning the QR code that appears on the POS Go device. Once connected you are good to go!

For a full guide on setting up your stations, view here.

Getting started with Shopify POS requires a comprehensive yet straightforward training process to ensure your staff is well-prepared. Begin with the basics of navigating the smart grid, switching users, adjusting settings, and utilizing apps. Staff members should also learn how to manage inventory by checking product levels across different locations, handling out-of-stock items, and verifying barcode labels. In customer management, training focuses on searching customer profiles, adding customers to carts, and viewing order history to provide tailored service. For sales processing, familiarise your team with adding products to carts, conducting custom sales, printing or emailing receipts, and applying discounts.

Additionally, training on payment processing covers switching between payment types, managing partial payments, and handling gift cards. When it comes to shipping and fulfilment, ensure staff can ship in-person sales to customer addresses and manage local pickup orders. They'll also need to know how to process returns and exchanges, including issuing store credit, handling online purchase returns, and managing multiple item exchanges. Managers should receive additional training in accessing reports, managing register shifts and cash tracking, assigning inventory to various locations, and controlling staff permissions.