Shipping orders to customers with Shopify POS

Your customers might want their order to be delivered to their address during the checkout process on Shopify POS. You can do this by shipping your customers' orders directly from Shopify POS.

Your retail staff members that create shipping orders from the POS should have the following permissions in their POS role set to Allowed:

  • Checkout > Ship to customer
  • Customers > Add customers > Manage customers

Considerations for shipping orders to customers with Shopify POS

Before shipping orders to customers using Shopify POS, review the following considerations to ensure a smooth shipping process:

  • Before you complete a shipping order, you need to make sure that your shipping settings are complete in your Shopify admin. If your shipping settings are incomplete, then you won't be able to ship orders using Shopify POS.
  • All items in a shipping order are marked as unfulfilled when the order is placed in person.
  • Hiding out of stock products in your Shopify admin doesn't apply to Shopify POS. Staff can continue selling products when available inventory reaches zero and below. Shopify POS warns staff before they sell an item that it's not available. If the inventory for any of the products added to your cart is out of stock, then an error message displays mentioning that the product is out of stock.
  • You can include items to be shipped and items to be carried out in the same cart. Learn more about ship and carry out in Shopify POS.
  • Shipping orders deduct inventory based on your set fulfillment priority.
  • Shipping orders don't deduct inventory from locations that are set to prevent fulfillment of online orders.
  • Shipping orders require an online connection. You can't complete the order if you lose your Internet connection. If you're unable to reconnect, then you need to cancel the transaction and try again when you're back online.

Ship an entire order to the customer's address

To ship an entire order to a customer's address using Shopify POS, follow these steps.

Steps:

  1. Add items to the cart, and then tap Ship all items.
  2. In the Shopify POS cart, tap Add customer:
    • To create a new customer, complete the Add customer screen, and then tap Save.
    • To search for an existing customer, type their name in the Search customers field, and then select the customer that the order is for.
  3. In the Shopify POS cart, tap Add shipping address:
    • If the customer has a shipping address on their customer profile, then select the customer's shipping address from the list, and then tap Save.
    • If the customer doesn't have a shipping address on their customer profile, then tap Add shipping address, and then enter the customer's shipping address into the fields.
  4. In the Shopify POS cart, tap Shipping method to confirm or select the shipping method that you want to use for the order:
    • To choose a shipping rate, tap the preferred shipping method from the available list. The displayed rates are the applicable weight-based, price-based, or carrier calculated rates that you have set up in the Shopify admin. Only shipping rates applicable to the current cart (based on the shipping rate rules you configure) display. If no available rates display, then there are no applicable rates available. You can add new rates from the Shipping and delivery settings page of your Shopify admin.
    • To enter a custom shipping rate, tap Custom shipping rate, enter the shipping amount, and then tap Done.
  5. Tap Checkout, select the payment method, and then process the payment.
  6. Choose a method of providing the order receipt to the customer.
  7. Tap Done to complete the order.

The order is initially marked as unfulfilled and can now be fulfilled. If you want to fulfill the order using Shopify POS, then you can use Ship from store to fulfill the order.

Add a smart grid tile to ship all items

If you use the shipping action frequently, then you can set up a shortcut to this feature on your home screen by adding a tile for it.

Steps:

  1. On the home screen of your Shopify POS app, tap Add tile.
  2. Tap Action, and then tap Ship all items.
  3. Tap Done.
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