Documentation

Please click on the links below to review written documentation of the POS features and functionalities.

POS Staff

• Add Customer

• Attribute Sales to a Staff Member

• Make a Sale

• Returns and Refunds

• Process an Exchange

• Save and Retrieve Cart

• Email Cart

• Discounts

• Gift cards

• Shipping Orders to Customers

Accounting

• Cash tracking

• Total Retail Sales for the Day report(s)

• Total Retail Sales by Product report(s)

• Shopify Payment rates

• Shopify Payments processing and conversion fees

Admin

• Training your staff

• Cash register management

• Setup local pickup

• Payment tracking sessions

• Cash tracking from admin

• Create a POS QR login code

• Shopify Admin Reports

• Shopify POS Hardware

• Transfer inventory between locations

• Stocktakes via Stocky

Video Tutorials

Please click on the links below to view a short tutorial of the Shopify POS features and functionalities.  Each video is between three and six minutes in length.

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• Shopify POS Demo

• Shopify POS Checklist

• Shopify POS App Tour

POS Staff

• How to Connect 2x BT Chipper

• How to Connect Barcode Scanner

• How to Create and Print Barcode Labels

• How to Process a Sale

• How to Process Returns and Refunds

• Shopify POS Customers

• Third Party Apps on Shopify POS

• How to Create a Test Transaction on POS

• How to Fulfill Local Pick Up Orders

• How to Ship to Customer from POS

• Multilabel Barcode App - Set up

• Multilabel Barcode App - Printing Labels