Training your staff
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
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
Assigning staff permissions
Using the Shopify mobile app