Ship and carry out in one order on Shopify POS

Plan requirement

This feature is available only for locations that are currently on the Shopify POS Pro subscription.

If your in-person customer wants to carry out some items with them, but also wants some items shipped to their address, then you can create an order with both ship and carry out items from the Shopify POS app in the same order. Ship and carry out orders let customers carry out part of their order at the time of purchase, with the rest to be shipped and delivered to their address similar to an online order, and pay for their entire order from the Shopify POS app in a single transaction.

Creating ship and carry out orders from the Shopify POS app can be useful in the following situations:

• Your in-person customer wants to buy some items that are currently out of stock at your retail location.
• Your in-person customer wants to take advantage of a promotional threshold or bundle deal to get a discount on their order, and some component items aren't available or stocked at your retail location.
• Your in-person customer can carry out some smaller items, but a larger item is too difficult for them to carry out themselves so they want it be shipped and delivered to their address instead.
• Your retail location acts as a smaller showroom, and most of your inventory is stored and fulfilled at another location.

Tip

You also can ship an entire order placed in person at your retail location. Learn more about shipping entire orders to customers from the Shopify POS app.

Requirements for creating a ship and carry out order in Shopify POS

To create a ship and carry out order in Shopify POS, you must meet the following requirements:

• Your POS device must be using Shopify POS app version 9.31 or higher.
• You must have Shopify POS Pro active for the location you're creating the order from.
• The POS location that you're creating the order from must use a supported tax solution. Supported tax solutions include the following options:
  • Avalara.
  • Vertex.
  • Registration-based taxes, excluding stores based in the United States, European Union, and United Kingdom.
• Your retail staff members that create ship and carry out 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
• 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 items using Shopify POS.

Considerations for creating a ship and carry out order in Shopify POS

Before creating a ship and carry out order in Shopify POS, review the following considerations:

• You can't create a ship and carry out order for quantities of the same variants in the cart. For example, you can't buy 3 red shirts with 1 shirt to be carried out and 2 shirts set to be shipped. All 3 items must either be carried out or shipped. You could, however, carry out 3 red shirts and ship 2 blue shirts in the same cart, as those are separate variants.
  • This can impact customers purchasing product bundles. For example, if a customer wants to have a 3-flavor bundle of 10lb bags of coffee beans shipped to their home, but also wants to carry out a single 10lb bag of coffee beans of a flavor contained in that bundle, then the ship and carry out order wouldn't be supported. However, the ship and carry out order would be supported if the customer chose to carry out a flavor that isn't included in the bundle set to be shipped, because it would be a completely different variant with its quantity tracked separately.
  • If your customer wants to ship and carry out items of the same variant, then their order must be processed as two separate transactions.
• The shipping rates displayed in the POS cart are the applicable weight-based, price-based, or carrier-calculated rates that you've set up in the Shopify admin. Only shipping rates applicable to the current cart are displayed, based on the shipping rate rules you've configured. If no available rates are displayed, then there are no applicable rates available.
• Unless changed by you during the order creation process, the shipping method in the POS cart defaults to the least expensive shipping option available, similar to the online checkout.
• You can't customize taxes on ship and carry out orders. The default tax settings are applied to orders where some items are set to be shipped.
• Items in a ship and carry out order can't be shipped internationally, except when you're within the European Union (EU). For example, if your retail location is based in Canada, then you can ship your customer's items to a Canadian address, but you can't ship the items internationally to the United States. However, if your retail location is based in Germany, then you could ship your customer's items internationally to a customer address in France.
• Items that are available to the Shopify Point of Sale sales channel, but can't be shipped (such as a digital gift card or a PDF) don't display a Delivery method option.
• Shipping orders require an online connection. You can't complete a ship and carry out 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.

Tax considerations for ship and carry out orders

Orders placed in person and orders set to be shipped and delivered can have different tax implications depending on your region. Because ship and carry out orders have functional aspects of both in-person and shippable sales, there are specifications on how taxes must be applied to each aspect.

The POS location that you're creating the order from must use a supported tax solution. Supported tax solutions include the following options:

• Avalara.
• Vertex.
• Registration-based taxes, excluding stores based in the United States, European Union, and United Kingdom.

You can't customize taxes on ship and carry out orders. The default tax settings are applied to orders where some items are set to be shipped. This means that you can't deactivate taxes for any items in the cart.

Update order email templates

If you haven't customized your order email templates, then your ship and carry out orders automatically display correctly, and no action needs to be taken.

If you have customized your email templates, then you might need to update your email notification templates so that your notification emails display items that are set to ship separately from items that are carried out. This is because emails templates that were customized before the release of this feature wouldn't have received the updated default code, and therefore won't display the items in the order separated by their delivery method, which might confuse your customer.

You should consider updating the following email templates:

List of email templates that require an update to support ship and carry out orders.

Notification type	Template
Customer notifications	Order confirmation Order invoice Order edited POS and mobile receipt
Staff notifications	New order

Note

You can hire a Shopify Partner to get help customizing your email templates. Partners can refer to Shopify's Developer Documentation for details.

Steps:

1. From your Shopify admin, go to Settings > Notifications.

2. Click the notification template type, for example, Customer notifications.

3. Click an affected email template, for example, Order confirmation.

4. Click Edit code.

5. Determine the status of your email template by checking the Revert to default button:

   • If the Revert to default button is inactive, then the template hasn't been customized, and no action needs to be taken.
   • If the Revert to default button is active, then the template has been customized.

6. If the template has been customized, then do the following actions:

   1. Review the template code to confirm what customizations you've made to the template. Consider copying the template code to your device as a back-up.
   2. Click Revert to default, and then click Revert changes. This action can't be undone.
   3. Manually reapply your customizations to the updated default email template's code.
   4. Click Save.

Repeat this process for all relevant email templates to ensure that your notification emails display separate ship and carry out items accurately.

Update POS receipt templates

If you haven't customized your POS receipts, then your ship and carry out orders automatically display correctly, and no action needs to be taken.

If you've customized your POS receipts, then you might need to update your customized POS receipt footer.liquid template to display the items that are set to ship and carry out separately in custom POS receipts. This is because a customized POS receipt footer.liquid template will override the ship and carry out formatting, and won't display the items in the order separated by their delivery method, which might confuse your customer.

To reset the footer.liquid template, you must use the printed receipt code editor, and not the visual editor. Learn more about resetting POS receipt templates using the code editor.

Note

You can hire a Shopify Partner to get help customizing your POS receipt templates. Partners can refer to Shopify's Developer Documentation for details.

Steps:

1. From your Shopify admin, go to Settings > Apps and sales channels.

2. Click Point of sale.

3. Click Open sales channel.

4. Click Point of Sale > Settings.

5. In the Customize section, click Receipts.

6. Click Customize your receipts.

7. In the code editor's Sections folder, click footer.liquid.

8. To update your template file, do the following actions:

   1. Review the template code to confirm what customizations you've made to the template. Consider copying the template code to your device as a back-up.
   2. Click the reset icon , and then click Reset. This action can't be undone.
   3. Manually reapply your customizations to the updated default email template's code.
   4. Click Save.

Create a ship and carry out order in Shopify POS

Products that are designated as items that will be shipped to the customer display in the POS cart with a Ship badge next to the product title. Carry-out items don't display any delivery method badge, as it's assumed to be the default method when a customer places an order in person.

Steps:

1. From the Shopify POS app, add items to the cart:
   1. From the smart grid or Products page, tap a product or variant.
   2. In the Delivery method section, tap In store when the customer wants to carry the item out today, or tap Ship when the customer wants the item shipped to their address.
   3. Optional: Tap the - or + icons to adjust the quantity of items to carry out or ship.
   4. Tap Add to cart.
   5. Optional: Continue adding items to the cart as either in-store carry out items or items to be shipped.
2. In the POS cart, tap Add customer:
   • To create a new customer, complete the New customer fields, and then 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.
3. Optional: To edit the shipping address, in the POS cart, do any of the following actions:
   • 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.
4. In the POS cart, tap Shipping method to select the shipping method that you want to use for the order:
   • To choose an existing shipping rate, tap the preferred shipping method from the list of available shipping methods, and then tap Save.
   • To enter a custom shipping rate, tap Custom, enter the shipping amount, and then tap Done.
5. Tap Checkout.
6. Select the payment method for the order and process the payment. Learn more about payment methods in Shopify POS.
7. Optional: Select a receipt type to give to your customer as proof of payment. Learn more about receipts in Shopify POS.
8. Tap Done.

The order is created as Partially fulfilled, with the carry-out items listed as Fulfilled and the ship-to-customer items listed as Unfulfilled.

If you want to fulfill the unfulfilled ship-to-customer items using Shopify POS, then you can use Ship from store to fulfill the rest of the order.

Change an item's delivery method in the POS cart

Before the customer checks out, you can change the delivery method for any item in the POS cart.

Products that are designated as items that will be shipped to the customer display in the POS cart with a Ship badge next to the product title. Carry-out items don't display any delivery method badge.

Steps:

1. From the Shopify POS app, add items to the cart.
2. In the POS cart, tap a product or variant that you want to change the delivery method for.
3. In the Delivery method section, adjust the delivery method based on the customer's preference:
   • Tap In store when the customer wants to carry the item out today.
   • Tap Ship when the customer wants the item shipped to their address.
4. Optional: Tap the - or + icons to adjust the quantity of items to carry out or ship.
5. Tap Save.

The POS cart updates immediately.

Removing shipping from all items in a ship and carry out order

If your customer changes their mind and decides that they want to carry out all items in their order with them the same day, then you can quickly remove the shipping from all items in the POS cart that are currently set to be shipped using a cart action or smart grid tile:

• In the POS cart, tap … > Remove shipping from <#> items.
• Add the Action > Ship all items tile to your POS smart grid. Then, any time after creating a ship and carry out order, tap the Remove shipping from <#> items tile.

This sets the Delivery method for all items in the cart to be In store, and the cart updates to reflect the change. You can then process the order as you would for a standard POS sale.

Applying shipping to all items in a single order

If your customer doesn't want to carry out any items, and wants their entire order shipped to their address, then you can ship the entire order using the Ship all items action in the Shopify POS app.