Shopify POS Training

Owned by Nicole Babwar
Jul 19, 2023
5 min read

Step 1: Connect Hardware

Prerequisite

All hardware must be securely connected via bluetooth.  Connect all hardware pieces via Settings on POS in order to successfully take sales.

 

Step 2: Open Register

Note:

Before opening a new tracking session, please ensure that the previous session was closed out.  If not, please close out the previous session.

To open the register for payment tracking:

  1. Go to Settings on POS app

  2. Select Register

  3. Select Add New Tracking Session

  4. Select $0 drawer

  5. Select Done

Step 3: Process a Sale

To process a sale:

  1. Greet customer

  2. Scan barcode of item(s) with socket scanner (or utilize the search bar at top to look up the item)

  3. Add discount(s) to cart

       a)    Click on the A23Member discount tile on the screen (by default, A’23 Member - 10% discount should be used for all transactions) 

  1. Click

Checkout

  1. Take customer payment through Chip & Swipe card reader (cc only,

NO CASH!!!)

  1. Print receipt (automatically set to print on POS)

       a)    Customers can choose to be emailed the receipt at the end of the transaction through the Ipad prompts.

  1. Click

Done

 

To process a transaction with a Small Firm eXchange discount card (red):

  1. Greet customer

  2. Scan barcode of item(s) with socket scanner (or utilize the search bar at top to look up the item)

  3. Collect discount coupon from customer and store at desk.

  4. Add discount(s)

       a)    Click on the A23Member discount tile on the screen (by default, A’23 Member - 10% discount should be used for all transactions)
       b)    Add A23SFXRED discount code:

  1. For an item of at least $5 value, click on the item

  2. Click

Add Discount to item 

  1. On Discount screen, Select

Amount ($)

  1. Update

Amount to $5.00

  1. Type in

A23SFXRED for Reason for discount

  1. Click

Save ($5 should be removed from the item price AND 10% discount should be applied to all products)

  1. Click

Checkout

  1. Take customer payment through Chip & Swipe card reader (cc only,

NO CASH!!!)

  1. Print receipt (automatically set to print on POS)

       a)    Customers can choose to be emailed the receipt at the end of the transaction through the Ipad prompts.

  1. Click

Done

  1. Add Note –

SFX

 

To process a transaction with a Research & Practice discount card (blue):

  1. Greet customer

  2. Scan barcode of item(s) with socket scanner (or utilize the search bar at top to look up the item)

  3. Collect discount coupon from customer and store at desk.

  4. Add discount(s)

       a)    Click on the A23Member discount tile on the screen (by default, A’23 Member - 10% discount should be used for all transactions)
       b)    Add A23RPBLUE discount code

  1. For an item of at least $20 value, click on the item

  2. Click

Add Discount to item 

  1. On Discount screen, Select

Amount ($)

  1. Update

Amount to $20.00

  1. Type in

A23RPBLUE for Reason for discount

  1. Click

Save ($20 should be removed from the item price AND 10% discount should be applied to all products)

  1. Click

Checkout

  1. Take customer payment through Chip & Swipe card reader (cc only,

NO CASH!!!)

  1. Print receipt (automatically set to print on POS)

       a)    Customers can choose to be emailed the receipt at the end of the transaction through the Ipad prompts.

  1. Click

Done

  1. Add Note –

RP

 

To process a transaction with an Epic Metal discount card:

  1. Greet customer

  2. Scan barcode of item(s) with socket scanner (or utilize the search bar at top to look up the item)

  3. Collect discount coupon from customer and store at desk.  

**Note: Discount coupon MUST HAVE customer's full name and company to be redeemed.

  1. Add discount(s) to cart

       a)    Click on the A23Member discount tile on the screen (by default, A’23 Member - 10% discount should be used for all transactions) 

  1. Click

Checkout

  1. Select

Epic payment method
       a)    If cart total is under $30.  Mark as paid.
       b)    If cart total is over $30, select the split payment method.  For payment #1, select Epic as the payment type.  Enter $30 and continue to allow the customer to pay for the balance with a credit card. 

  1. Print receipt (automatically set to print on POS)

  2. Click

Done

  1. Add Note –

Epic

 

To process an Interdepartmental transaction (IDT):

  1. Greet customer

  2. Scan barcode of item(s) with socket scanner (or utilize the search bar at top to look up the item)

  3. Add Staff discount(s)

    1. Click on the A23STAFF tile on the screen (by default, 10% discount) 

  4. Click Checkout

  5. Take customer payment

  6. Print receipt (automatically set to print on POS)

  7. Click Done

  8. Add Note - "XXXX-XXXX-XXXX" (department budget code) 

 

To process a refund:

  1. Greet customer

  2. Scan QR code on receipt using logo on the far-right of the search bar

  3. Select order to refund

  4. Select Return

  5. Select item(s) to refund

  6. Click Save

For Refunds, please call over an AIA staffer for guidance.

For questions or concerns about any other payment methods or processes, please reach out to Demetria.

Step 4: Close Register

To close the register:

  1. Go to Settings on the POS

  2. Select Register

  3. Select End Tracking Session

  4. Account for cash/credit

  5. Select Done

 

Troubleshooting Steps & Support

To reach retail specific support for troubleshooting/setup needs, go through this link here . 
Feel free to visit our Help Center to connect via chat or phones to the Plus Support Team who can also help!

Below, please find some troubleshooting steps that can help in the event any issues arise:

Troubleshooting Steps

In the event you experience errors, glitches or general problems it can be best to review the follow steps to help investigate and potentially resolve.
 

  1. Open the App store and search for Shopify POS

    • if you see the option to open this confirms the app is up to date

    • if you see the option to update , please proceed with this update

  2. Open the device settings and ensure the device is fully up to date.

    • If not please proceed with this update

If everything is up to date, follow these steps to report a bug:
 

  1. At the bottom of the page, tap ≡.

  2. From the list, tap Support.

  3. Tap Report a bug, and a new window will pop up. Include a brief description of the issue, or in the event you are in a chat, include that specialists name!

  4. Lastly, ensure you see a little notification at the top of the screen indicating that the feedback has been successfully sent.

If possible, it is a best practice to follow up and let us know via phone/chat/email that logs were sent in the off-chance that it didn't trigger an email on our end.
 
Once the device and app are fully up to date and the logs are submitted, the next step would be to reset the app. Please note that after you reset the app, you will be required to login with the full login credentials (email and password). Once this login is completed, you'll be able to proceed with your PIN as normal. To reset the app please follow these steps:
 

  1. Proceed back to the device Settings locate the Shopify POS app and tap in

  2. Toggle the reset account button.

  3. Force close the app

  4. Re-open the app and login with full email and password.

If you experience issues with device or bluetooth connections, after resetting the app we also recommend for you to try :
 

  1. Toggle the wifi off in the device settings

  2. Reboot the iPad

  3. Toggle Wifi back on

  4. Login to the POS app