How to Get Your Clients Up and Running With Shopify POS
November 24, 2018
We’re going to walk through the basic flow for setting up client’s Shopify POS system, so we can expand your reach in the world of commerce.
Review POS hardware requirements:
You should begin by identifying client’s hardware needs before doing the rest on this list. However they need to sell with Shopify POS, they’re going to want specific hardware to facilitate their retail sales.
Shopify POS retail package breakdown to assist guide this discussion together with your clients. Once you have got a far better sense of their supposed direction, you’ll be able to purchase your client’s POS hardware from the Shopify hardware store, looking on the provision in your client’s country of residence.
Select plan and configure their admin settings:
All Shopify plans embrace access to the Shopify POS app on each iOS and Andriod phones. If your consumer is on the Shopify or Advanced Shopify plans, they even have access to the retail package. The retail package comes with POS’s advanced options, like extra hardware integrations or staff management.
Install the POS app:
Download the Shopify POS app to your client’s iPad, iPhone, or Andriod phone. Please note that your client’s Apple iOS device should be running iOS 8.2 or higher, and their Andriod desires automaton 4.1 or higher for the app to perform fitly.
Help client add and organize their products
If client already has an online store, then their products will already be available in their POS system upon login through the app.
If your customer already has an online store started, then their products can already be accessible in their POS system upon login through the app.
If your customer doesn’t have existing Shopify store, you’ll ought to add products to their catalog through either the Shopify Admin via a desktop browser, the Shopify mobile app, or directly through the Shopify POS app. Once all products are listed in their Shopify Admin, you’ll then choose which of them they’d prefer to create offered in-store via the visibility settings.
Add retail locations to the Shopify Admin & assign locations to POS devices
From their Shopify Admin, you just got to navigate to point of Sale, and so click Locations. From there, choose Add location and enter the information of your client’s retail location within the dialog. you’ll be able to additionally choose a primary retail location at now, if your client intends to sell from multiple storefronts, cities, or regions.
Configure tax settings
Regardless of whether or not your customer chooses to sell in one or multiple physical locations, you’ll ought to guarantee your client’s excise tax rates set up follow the principles and rules of the region of the globe they are selling in. From there you’ll assign the customer location to their Shopify POS device to change native tax rates.
Select a payment provider & customer payment methods
You’ll then have to be compelled to got wind of a payment provider for your client’s Shopify POS system, that you’ll alter via the Shopify Admin even as you’d for any on-line store. Once that’s done, we have recommend customizing client’s most well-liked payment methods for POS purchases via the choose payment screen among the POS app.
Set up the Shopify POS hardware
Once you’ve completed all the steps above, now its time to set up your client’s Shopify POS hardware.
Test out your setup
It’s necessary that you do some test orders through your client’s POS after you have completed the basic setup process.