Managing required checkout information for your Shopify POS
You can configure and manage the customer and staff information that you want to collect during checkout. Collecting customer information during checkout can help you with your marketing campaigns, customer attribution, clienteling, and warranty. Collecting staff information during checkout can also help you optimize your sales efforts.
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Required checkout information settings in Shopify POS
Learn more about customer details collection and sales attribution settings during checkout in your Shopify POS.
Customer details collection during checkout
You can choose whether you want to collect the following customer details during checkout:
- First name
- Last name
- Contact information
- Phone number only
- Email only
- Email or phone number
- Both email and phone number
Review the following table to learn more about available customer details collection options:
| Option | Description |
|---|---|
| Not required | Customer details collection isn't required and your staff isn't prompted to fill customer information during checkout. |
| Recommended | Customer details collection is recommended, but your staff can choose to skip collecting customer information. This option can be useful when your customer doesn't consent to providing their information. |
| Required | Customer details collection is required and your staff can't skip collecting customer information. This option can prevent customers from checking out and reduce your store's sales when a customer doesn't consent to providing their information. |
Sales attribution during checkout
You can choose whether you want to attribute the sales to your staff during checkout. Review the following table to learn more about the available sales attribution options:
| Option | Description |
|---|---|
| Not required | Your staff isn't required and aren't prompted to attribute sales to specific staff members during checkout. |
| Manually attribute sales to staff | Your staff is prompted to select sale items and attribute the sale to a specific staff member during checkout. |
| Automatically attribute sales to the staff at register | The sales are attributed automatically to the staff that's working at the register. |
Configure required checkout information
You can configure the customer and staff information that you want to collect during checkout. You can adjust the required checkout information settings any time from your Point of Sale sales channel.
Steps:
- From your Shopify admin, click Settings > Apps and sales channels.
- From the Apps and sales channels page, click Point of Sale.
Click Open sales channel.
Click Settings.
In the Checkout section, click Required checkout information.
In the Customer details section, select whether you want to collect your customer details, such as first name, last name, or contact information, during checkout.
In the Sales attribution section, select how you want to attribute sales to your staff during checkout.
Click Save.