Processing a test transaction with Shopify POS

After you have set up your stores's hardware, payment methods, and products, then you're ready to process a test transaction.

Processing a test transaction enables you to ensure that you're ready to accept payments from your customers.

Before you process a test transaction, do the following:

  • Activate cash payments: You can process different payment types using Shopify POS. For test purposes, use a cash payment.

  • Enable cash tracking and start a new session: Cash tracking sessions are used to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled. By starting a new session for your test transaction, you can keep it separate for your personal records.

  • Create a test customer: You can create profiles for your customers to save their name and contact details. Recording customer contact details is especially useful for sending receipts by email, and for broadening your customer base for email marketing campaigns. Create a customer with an email that you have access to for test purposes.

  • Customize receipts: You can customize the information that appears on your store's receipts.

Processing a test transaction

  1. Add a product to the cart. To add a product to the cart, tap > Products and select a product from the list. If your product has variants, then select a variant. If you use barcodes in your store, then you can also scan the product's barcode.

  2. To add a customer to the order, tap the Add customer smart grid tile and select your test customer.

  3. Tap Checkout > Cash > Exact change.

  4. Tap Email receipt, Text receipt, or Print receipt.

  5. Tap Order note and enter Test transaction into the field for your personal records.

  6. Tap Done.

You can view the test order on the order page by tapping , Orders, and then selecting the order. You can process additional test transactions if you want to test any other settings.

When you are finished processing test transactions, you can close the tracking session.

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