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

Ship an order to the customer's address

The product overselling protection setting in your Shopify admin doesn't apply to Shopify POS. Staff can continue selling products when available inventory reaches zero and below. POS warns staff before they sell an item that’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. This alerts you about out of stock inventory.

Steps:

  1. Add items to the cart.
  2. Tap Ship all items.
  3. In the POS cart, tap Add customer:
    • To create a new customer, complete the Add customer screen, and tap Save.
    • To search for an existing customer, type their name in the Search customers field, and select the customer that the order is for.
  4. In the 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 tap Save.
    • If the customer doesn't have a shipping address on their customer profile, then tap Add shipping address.
  5. In the 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 configured) will be displayed. If no available rates are displayed, 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 tap Done.
  6. Tap Checkout, select the payment method, and process the payment.
  7. Choose a method of providing the order receipt to the customer.
  8. 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

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.

FAQs

Are shipping orders automatically marked as unfulfilled?

Yes. All items in a shipping order are marked as unfulfilled.

Can my cart contain a mix of items to be shipped and items carried out in store?

No. The shipping order ships out all the items in the order. If you have a customer that needs some items shipped and others carried out in store, then you need to create two separate transactions.

How is inventory deducted on shipping orders?

Shipping orders deduct inventory based on your set fulfillment priority.

For example, you have two locations, Location A (warehouse) in top priority and Location B (your retail location). Location A has 1 shirt and Location B has 2 shirts in their inventory. If you check out a shipping order for 1 shirt at Location B, then inventory is deducted from Location A as it is the highest priority location.

Shipping orders don't deduct inventory from locations that are set to prevent fulfillment of online orders.

Can I complete shipping orders offline?

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.

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