Changing the Shopify POS smart grid

The home screen on the Shopify POS app has a smart grid that contains a set of configurable tiles that display different resources. You can add tiles representing frequently accessed products, collections, third-party apps, or features. If a third-party app has multiple functions, then you can choose which function the tile performs.

You can add additional pages, group tiles into these pages, and reorder tile positions on each page.

Changing your smart grid from the Shopify POS app

You can edit the smart grid from the Shopify POS app. Changes made to the smart grid from the POS app apply only to the POS location that's logged in to the app.

To add tiles, you need to be the store owner or have a POS staff account with the Customize smart grid permission.

Add tiles

1. On the home screen of the Shopify POS app, tap Add tile within the grid.
2. Select the item that you want to add to your home page from the available list.
3. Add any additional tiles and then tap Done.

Tip

Swipe right and click Create new page to organize your tiles on separate pages.

Delete tiles

1. On the home screen of the Shopify POS app, tap and hold a tile until it begins to shake.
2. Tap x on the corner of the tile and then tap Remove.
3. Tap Done.

Edit tiles

1. On the home screen of the Shopify POS app, tap and hold a tile until it begins to shake.
2. Tap ... on the corner of the tile and then select the color (yellow, green, blue, or orange).
3. Tap Done.

Creating smart grid layouts for multiple POS locations

You can create and manage multiple smart grid layouts in the Shopify admin. This is useful for when you want multiple POS locations to have the same smart grid layout, and want to save time from having to customize the smart grid for each location manually from the Shopify POS app. You can create and customize multiple smart grid layouts using the smart grid editor, and then assign each layout to specific POS locations.

With the smart grid editor, you can customize each smart grid layout from the Shopify admin in the following ways:

• Add, rearrange, or remove tile pages.
• Add, rearrange, recolor, or remove tiles from a tile page.
• Switch between previewing the Shopify POS app on a tablet or a smartphone view.
• Switch between previewing the Shopify POS app in dark mode or light mode.

One smart grid layout is assigned as the Default layout, and applies to all new POS locations and POS locations when their assigned layout is deleted. You can change which layout is the default layout at any time.

In order to view, create, and customize smart grid layouts in the Shopify admin, staff members with admin access must have the Products > View and Store settings > Locations staff permissions. Staff members also require the Discounts permission to be able to view and create discount smart grid tiles. POS staff with POS roles must have the Customize smart grid permissions in order to edit the smart grid layout from the Shopify POS app.

Search your smart grid layouts

You can access your list of smart grid layouts from the Point of Sale channel settings in the Shopify admin.

Steps:

1. From your Shopify admin, go to Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Use the Search field to search for smart grid layouts based on keywords in the smart grid name or assigned POS locations.

Create a new smart grid layout

You can create a new smart grid layout from your Shopify admin.

Steps:

1. From your Shopify admin, go to Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click Create new.
4. In the Preview section, click Customize to open the smart grid editor.
5. Customize your smart grid tile pages:
   • To add a page to the smart grid, click ⊕ Add tile page.
   • To rearrange the order of tile pages, click ⠿ next to the tile page title and drag the page up or down the tile page list.
   • To remove a tile page, click the trashbin icon next to the tile page name.
6. Customize your smart grid tiles:
   • To add a tile to a page, click ⊕ Add tile.
   • To rearrange a tile on a page, click ⠿ next to the tile and drag the tile up or down the tile list.
   • To change the color of a tile, click the tile name and then select the color from in the Color menu.
   • To remove a tile on a page, click the trashbin icon next to the tile.
7. Click Apply to save your changes, then click Exit to close the smart grid editor.
8. In the Name section, type in a name for your smart grid layout.
9. Optional: Select the Set as default option to apply the layout as the default smart grid for all new locations or locations without an assigned smart grid layout.
10. Optional: Assign the new layout to some POS locations:
    1. In the Locations section, click Edit.
    2. From the Edit locations dialog, select the POS locations that you want the layout to apply to. You can select All locations to quickly select all listed POS locations.
    3. Click Done.
11. Click Save.
12. If you've changed the smart grid layout for any locations, then you're prompted to review the changes to the layout selection for each location. Click Confirm to finalize your changes.

It might take a few minutes for the Shopify POS app to reflect the changes to the smart grid.

Edit a smart grid layout

You can edit a smart grid layout from either the Shopify admin on a desktop device, or from the Shopify POS app on a mobile device.

If you use the Shopify POS app to edit the smart grid, and the smart grid layout is shared across multiple locations, then the edited version of the smart grid displays in the Smart Grid list as a new copy of the original assigned layout, and applies only to the POS location that you edited the smart grid from. This way, edits made to a smart grid by a POS staff member won't override the smart grid layouts for other POS locations.

Steps:

1. From your Shopify admin, go to Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the name of the smart grid layout you want to edit.
4. Customize your smart grid tile pages:
   • To add a page to the smart grid, click ⊕ Add tile page.
   • To rearrange the order of tile pages, click ⠿ next to the tile page title and drag the page up or down the tile page list.
   • To remove a tile page, click the trashbin icon next to the tile page name.
5. Customize your smart grid tiles:
   • To add a tile to a page, click ⊕ Add tile.
   • To rearrange a tile on a page, click ⠿ next to the tile and drag the tile up or down the tile list.
   • To change the color of a tile, click the tile name and then select the color from in the Color menu.
   • To remove a tile on a page, click the trashbin icon next to the tile.
6. Click Apply to save your changes, then click Exit to close the smart grid editor.
7. Optional: In the Name section, type in a new name for your smart grid layout.
8. Optional: Select the Set as default option to apply the layout as the default smart grid for all new locations or locations without an assigned smart grid layout.
9. Optional: Assign the new layout to some POS locations:
   1. In the Locations section, click Edit.
   2. From the Edit locations dialog, select the POS locations that you want the layout to apply to. You can select All locations to quickly select all listed POS locations.
   3. Click Done.
10. Click Save.
11. If you've changed the smart grid layout for any locations, then you're prompted to review the changes to the layout selection for each location. Click Confirm to finalize your changes.

It might take a few minutes for the Shopify POS app to reflect the changes to the smart grid.

Duplicate a smart grid layout

You can duplicate an existing smart grid layout when you want to use an existing layout as a template. A duplicated layout won't copy any assigned locations from the original layout, so you must assign locations to the copied layout manually.

Steps:

1. From your Shopify admin, go to Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the name of the smart grid layout you want to duplicate.
4. Click Duplicate.
5. Customize your smart grid tile pages:
   • To add a page to the smart grid, click ⊕ Add tile page.
   • To rearrange the order of tile pages, click ⠿ next to the tile page title and drag the page up or down the tile page list.
   • To remove a tile page, click the trashbin icon next to the tile page name.
6. Customize your smart grid tiles:
   • To add a tile to a page, click ⊕ Add tile.
   • To rearrange a tile on a page, click ⠿ next to the tile and drag the tile up or down the tile list.
   • To change the color of a tile, click the tile name and then select the color from in the Color menu.
   • To remove a tile on a page, click the trashbin icon next to the tile.
7. Click Apply to save your changes, then click Exit to close the smart grid editor.
8. In the Name section, type in a new name for your smart grid layout.
9. Optional: Select the Set as default option to apply the layout as the default smart grid for all new locations or locations without an assigned smart grid layout.
10. Optional: Assign the new layout to some POS locations:
    1. In the Locations section, click Edit.
    2. From the Edit locations dialog, select the POS locations that you want the layout to apply to. You can select All locations to quickly select all listed POS locations.
    3. Click Done.
11. Click Save.
12. If you've changed the smart grid layout for any locations, then you're prompted to review the changes to the layout selection for each location. Click Confirm to finalize your changes.

It might take a few minutes for the Shopify POS app to reflect the changes to the smart grid.

Delete a smart grid layout

You can delete a smart grid layout that you don't want to use anymore. Any locations that currently use the deleted layout revert to using the default layout. The default layout can't be deleted.

Deleting a smart grid layout can't be undone.

Steps:

1. From your Shopify admin, go to Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the name of the smart grid layout you want to delete.
4. Click Delete.
5. In the dialog, click Delete Smart Grid.

It might take a few minutes for the Shopify POS app to reflect the changes to the smart grid.

Tip

You can also delete smart grid layouts in bulk from the Smart Grid list. Click the checkboxes to select multiple smart grid layouts, and then click Delete smart grids > Confirm.