Training your staff

Early access

This document is in beta. Some features of the training checklist aren't available.

Use the checklist below to help train your staff on Shopify POS. You might need to make changes to the training to suit the needs of your staff and business.

Staff training checklist

Use the following checklist to help train your staff on Shopify POS. You can use the Manager training checklist for additional training.

Shopify POS functionality

Using the smart grid

Using global search

Switching users

Changing and updating settings

Using apps

Inventory and locations

Checking product inventory

Checking inventory in other locations

Selling products when there is no inventory

Customers

Searching for customers

Adding customers to the cart

Opening a customer's order history

Processing sales

Adding products to cart

Scanning barcode labels

Making a custom sale

Adding staff to a sale

Emailing and printing receipts

Emailing carts

Discounts

Applying discount codes

Applying item-level discounts

Applying cart-level discounts

Applying multiple line item discounts with cart-level discounts

Applying discounts for specific customers (loyalty programs)

Payments

Switching between payment types (partial payments)

Using external terminals

Accepting gift cards and checking gift card balances

Shipping and fulfillment

Shipping in-person sales to a customer's home

Setting up in-store pickup for online orders

Finding where an order was placed (online or in store)

Managing fulfilled and unfulfilled sales

Returns, exchanges, and refunds

Returning items

Returning to a gift card or store credit

Returning an item that was bought online

Exchanging items

Exchanging multiple items on an order

Hardware

Connecting hardware

Checking connectivity

Manager training checklist

In addition to the training above, managers in your stores might need training in the following areas:

Accessing reports

Using register shifts and cash tracking

Creating and printing end-of-day reports

Getting gift cards for the store

Printing barcodes

Assigning inventory to locations

Reissuing receipts

Creating price overrides

Assigning staff permissions

Using the Shopify mobile app