Ecommerce Growth

How to Use Shopify POS in 5 Easy Steps

Ecommerce Growth

How to Use Shopify POS in 5 Easy Steps


Ever felt overwhelmed managing both your brick-and-mortar and online store? Do you wish there was a simpler, more streamlined way of keeping track of all your sales, inventory, and customer relationships? Those pain points are precisely what the power of using Shopify Point of Sale (POS) can effectively solve. As a boutique owner, juggling operations across both online and physical domains, retail can often seem rushed and unforgiving. But with the right tools in hand, things can be significantly simpler.

Crafted with incomparable robustness, Shopify POS is more than just a payment gateway. It serves as the bridge between your physical and online stores, updating your inventory in real time to eliminate the risk of overselling. Whether it's a traditional setup or a pop-up shop, this comprehensive commerce solution is versatile enough to accommodate a wide range of retail environments. The sleek, intuitive interface also simplifies transaction processing, helping you stay in control of your retail operations any place, anytime.

In your journey towards retail efficiency and increased sales, understanding the ins and outs of Shopify POS is crucial. The following steps provide a quick overview:

  • Choosing the Right Shopify POS Subscription Plan: Weigh the pros and cons based on your business requirements.
  • Setting Up Shopify POS: Become familiar with purchasing the necessary hardware, setting up the POS app, and activating Shopify Payments for in-person transactions.
  • Using Shopify POS for In-Person Sales: Master the process of creating a cart for each customer, modifying it, and accepting payments.
  • Managing Orders and Inventory: Learn how to sync your POS with your Shopify admin, track orders, and view and manage store orders from the app.
  • Expanding Your Business with Shopify POS: Grow your business by connecting additional retail hardware, complying with payment rules in different countries, and setting up new stores for international sales.

How to Use Shopify POS - using shopify pos infographic step-infographic-4-steps

These steps break down the process of using Shopify POS and its importance in streamlining operations and optimizing the retail experience. By the end of this journey, you'll have transformed the way you handle sales in your physical and online spaces. In fact, you'll find that Shopify POS is no longer just an option—it's a necessity for your retail growth strategy.

We at First Pier are here to guide you every step of the way. Enhanced by the power of Shopify POS, let's streamline retail operations for success. Are you ready to unravel the true potential of your business?

Step 1: Choosing the Right Shopify POS Subscription Plan

Before diving into Shopify POS, it's crucial to first identify the right subscription plan that aligns with your business's unique needs and growth trajectory. Shopify POS offers two major subscription plans: Shopify POS Lite and Shopify POS Pro.

Overview of Shopify POS Lite and Shopify POS Pro

Shopify POS Lite is included in every Shopify subscription plan at no extra cost, providing a solid foundation of features for retailers. This includes integrated payment hardware, customizable smart grid, customer profile management, email/SMS receipts, discount codes, gift card management, offline cash payments, and staff PINs.

On the other hand, Shopify POS Pro takes things up a notch for growing businesses. For an additional cost of $89 per month per store location, you can access advanced features like retail staff permissions and management, unlimited POS-only staff, sales attribution, exchanges, cash tracking, local pickup/delivery fulfillment, advanced inventory management with Stocky, daily sales reports, and in-app retail store analytics. If you opt for annual billing, the cost reduces to $79 per month.

How to Choose the Right Plan for Your Business

The choice between Shopify POS Lite and Shopify POS Pro truly depends on your business's specific needs and goals. If you're a small boutique owner, Shopify POS Lite's basic features may suffice. However, if you're a thriving multi-store enterprise, the advanced features of Shopify POS Pro can supercharge your retail operations.

Take into account your current retail operations and future growth plans. Consider the size of your inventory, the complexity of your sales process, and the scale of your staff management needs. Also, evaluate your budget and return on investment by considering the potential increase in efficiency and sales that each plan can offer.

For instance, if your business requires advanced inventory management or needs to track sales at multiple store locations, Shopify POS Pro would be a more suitable choice. If you're a smaller operation only requiring a simple way to accept payments, Shopify POS Lite could fit the bill.

The goal is to choose a POS system that makes running your business simpler and more efficient, not more complicated. Whatever your choice, both Shopify POS Lite and Shopify POS Pro offer a comprehensive solution for businesses wanting to sell in-store, online, and through social media.

Here at First Pier, we're always ready to guide you through this process. We help you make an informed decision that aligns with your business objectives, paving the way for a smoother retail experience.

Up next, we'll delve into setting up your Shopify POS, starting with purchasing and connecting the necessary POS hardware.

Step 2: Setting Up Shopify POS

Now that you've chosen the right Shopify POS subscription plan for your business, it's time to start setting up your Shopify POS system. This involves purchasing and connecting necessary POS hardware, setting up the POS app to accept payments, and activating Shopify Payments for in-person transactions.

Purchasing and Connecting Necessary POS Hardware

The first step in setting up Shopify POS is purchasing the necessary hardware. Shopify POS is compatible with a variety of retail hardware, ranging from payment terminals to barcode scanners and receipt printers. Depending on your business needs, you'll want to select the tools that best suit your operations. The great news is that all this retail hardware can be directly purchased from Shopify, ensuring compatibility and ease of setup.

Once your hardware is ready, it's time to connect it to your Shopify POS system. This process may vary depending on the specific tools you've chosen, but don't worry, Shopify provides comprehensive guides and support to assist you in this setup.

Setting Up the POS App to Accept Payments

Next, you'll need to configure your Shopify POS app to accept payments. Shopify POS supports a variety of payment methods, including credit and debit cards, gift cards, and even cash. This flexibility allows you to cater to your customers' preferred payment methods, providing a seamless and convenient shopping experience.

Activating Shopify Payments for In-Person Transactions

Finally, you'll need to set up Shopify Payments, a secure and reliable payment gateway that integrates directly with your Shopify store. Shopify Payments is designed to process transactions for both in-person and online sales.

To activate Shopify Payments, you'll need to create a new store registered in the country where you want to accept in-person POS payments. After setting up the new store, you'll need to establish a new Shopify Payments account, also registered in the country where you want to accept payments. Once all this is configured, your POS system will be ready to process transactions smoothly.

The aim of setting up Shopify POS is to create a seamless integration between your POS hardware and the Shopify platform, enabling smooth and efficient transactions. At First Pier, we're here to help you every step of the way, ensuring that using Shopify POS becomes a transformative step in revolutionizing your retail experience.

Step 3: Using Shopify POS for In-Person Sales

Now that you have your Shopify POS set up and ready to go, it's time to learn how to use it effectively for in-person sales. This step involves creating a cart for each customer, customizing the cart, and accepting payments. All these actions are crucial for a successful and efficient retail operation. Let's dive into these in more detail.

How to Create a Cart for Each Customer

Serving your customers efficiently starts with creating a cart for each one of them in the Shopify POS app. This is a straightforward process. Simply tap the '+' icon to add a product to a new cart. You can search for products by their name, description, or SKU. This makes it easy to quickly find and add items, streamlining the checkout process for you and your customers.

How to Modify the Cart by Adding or Removing Products or Applying Discounts

Flexibility is key in retail, and Shopify POS offers that in abundance when it comes to modifying the cart. To add or remove products, you just need to tap the '+' or '-' icons next to the product in the cart. If a customer changes their mind about a product, you can easily remove it from the cart.

Applying discounts is also a breeze with Shopify POS. You can add discounts at the cart level or the product level, depending on your promotional strategy. This feature allows you to run promotional offers and special deals, encouraging more sales and enhancing customer satisfaction.

How to Accept Payment Using Different Methods

Finally, when it comes to accepting payments, Shopify POS supports a variety of methods, making it convenient for your customers to pay however they prefer. This includes credit and debit cards, gift cards, and even cash.

To process a payment, select the payment type, then follow the prompts on the screen. If your customer is paying by card, you can simply insert or swipe the card in your connected payment terminal. For cash payments, enter the amount given and the app will calculate the change. You can also split payments between different methods, offering even more flexibility to your customers.

In conclusion, using Shopify POS for in-person sales is all about making transactions smooth and efficient for you and your customers. With a few taps, you can create a cart, modify it as needed, and accept payment in various forms. At First Pier, we believe that this ease of use is what makes Shopify POS an excellent tool for your in-person sales.

Step 4: Managing Orders and Inventory with Shopify POS

Keeping track of your inventory and managing orders can be quite the task for any retail business. But with Shopify POS, we at First Pier believe that you can turn this daunting task into a breeze.

How Shopify POS Syncs with Your Shopify Admin

One of the key strengths of Shopify POS lies in its ability to sync with your Shopify admin. This means it can keep track of your orders and inventory across all your retail locations, your online store, and other active sales channels.

This seamless synchronization ensures that you never run out of your best-selling products as it provides real-time updates on your product counts. It also prevents the possibility of selling products that are out of stock, thus preventing disappointments for your customers.

How to Track Orders and Inventory Across Different Sales Channels

With Shopify POS, tracking orders and inventory across different sales channels is straightforward. All you need to do is access the Shopify POS app on your iOS or Android mobile device.

From here, you can view real-time updates on your sales, orders, and inventory counts. This gives you invaluable insights into your business's performance, helping you make data-driven decisions and optimize your retail strategy.

How to View and Manage Store Orders from the App

Managing store orders is just as simple. Within the Shopify POS app, you have the ability to view and manage your store's orders. This means you can check the status of any order, track its progress, and even handle refunds or exchanges, all from your mobile device.

This level of control and access to real-time information is what makes using Shopify POS so effective for managing your retail business.

In summary, managing your orders and inventory with Shopify POS not only provides a seamless operational process but also enhances the shopping experience for your customers. In the next step, we will delve into how you can further expand your business with Shopify POS.

Step 5: Expanding Your Business with Shopify POS

With your Shopify POS system up and running, it's now time to think bigger and better. How about expanding your business to reach more customers? Or perhaps you're thinking of upgrading your checkout experience to a full retail store experience? Here's how you can achieve these and more using Shopify POS.

How to Connect Additional Retail Hardware for a Full Retail Store Experience

If you're looking to elevate your store experience, connecting more retail hardware to your Shopify POS system is a great start. This could be anything from additional payment terminals, barcode scanners, to receipt printers. Shopify POS is compatible with a variety of retail hardware, allowing you to tailor your checkout experience to your customers' needs.

To connect additional hardware, follow the same process you used during your initial setup. If you're unsure, refer to the comprehensive guides and support provided by Shopify. The goal is to create a smooth integration that enables efficient transactions.

How to Comply with Payment Rules and Requirements in Different Countries

As you expand your business to different countries, you'll need to comply with their unique payment rules and requirements. Each country has specific bank account requirements for Shopify Payments. It's important to familiarize yourself with these requirements to ensure a smooth selling experience.

For example, if you change banks or if your bank account details change, you can update the information in your Shopify Payments settings. You can't use prepaid bank cards as bank account credentials to receive payouts from Shopify Payments.

How to Set Up a New Shopify Store and Shopify Payments Account for International Sales

Expanding to international markets? You'll need to set up a new Shopify store and Shopify Payments account registered in the country where you want to accept in-person POS payments. The currency should also be appropriate to the country.

Here are the steps to do this:

  1. Create a new store, registered in the country where you want to accept in-person POS payments and with the appropriate currency.
  2. Set up the new store. You can export your product information from your original store using CSV files.
  3. Create a new Shopify Payments account, registered in the country where you want to accept in-person POS payments and with the appropriate currency.
  4. Set up Shopify POS for the new store.

Expanding your business with Shopify POS allows you to not only reach more customers but also offer a superior shopping experience. Whether it's connecting additional retail hardware, complying with international payment rules, or setting up a new store for international sales, Shopify POS has got you covered.


We've journeyed through the process of setting up and using Shopify POS, but let's briefly recap our steps:

  1. We began with choosing the right Shopify POS subscription plan, either Shopify POS Lite or Shopify POS Pro, that aligns with your business needs.
  2. We then set up Shopify POS, connecting necessary hardware and setting up our app to accept payments.
  3. We discussed how to use Shopify POS for in-person sales by creating a cart for each customer, modifying the cart, and accepting payments using different methods.
  4. We dove into managing orders and inventory with Shopify POS, tracking orders across different sales channels.
  5. Finally, we explored expanding your business with Shopify POS by connecting additional retail hardware, complying with international payment rules, and setting up a new store for international sales.

Now, let's reflect on the benefits of using Shopify POS for your business. Shopify POS is more than just a tool for conducting sales transactions; it's an all-encompassing platform that integrates your in-store and online operations, simplifying the sales process and enhancing customer experience. It's a robust system that offers advanced inventory management, seamless payment processing, and comprehensive reporting and analytics features.

Using Shopify POS can revolutionize your retail experience, offering a level of efficiency and customer satisfaction that can catapult your business to new heights. As an e-commerce agency specializing in Shopify development and optimization, we at First Pier can help you leverage the capabilities of Shopify POS.

Don't let the complexities of managing multiple sales channels deter you from reaching your full potential. With Shopify POS, you can manage your inventory, process payments, and analyze your business's performance all from one platform. This is your opportunity to streamline your business operations, boost your sales, and enhance your customer experience.

So why wait? Unlock your business potential with Shopify POS today. Partner with us, and together, we can transform your business operations for the better.

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