Quick reference - processing a sale

Use this page as a quick reference when processing a sale on POS.

Add an item to the cart

If you have multiple locations, then only the products stocked at your Shopify POS device’s assigned location are available in the products view.

Steps:

1. From the Shopify POS app, tap Products.
2. In the search bar, type the name of the product.
3. Tap the product.
4. If a product has variants, then tap the variant.

The product is added to the cart.

View product recommendations

Note

This feature is not currently available on Android devices.

You can view product recommendations directly in the cart. You can add a product recommendations tile to your smart grid, or view product recommendations through the More actions menu.

Steps:

1. From the Shopify POS app, tap More actions.
2. Tap View recommended products.
3. Tap a product to add it to the cart.

Add a custom sale item to the cart

If a customer wants to buy an item but you can't find it in the Shopify POS app, then you can still sell it to them by creating a custom sale item.

Steps:

1. From the Shopify POS app, tap Home.
2. Tap Add custom sale.
3. Optional: Add a title and adjust the quantity.
4. Add the price.
5. Tap Add to cart.

You can now complete the sale or add other items to the cart.

Add a custom fee

You can add custom fees, such as charges for local delivery or customization fees, to a customer's cart. You can save preset custom fee tiles to your smart grid. Only one custom fee can be applied to a cart. To add multiple fees, add the total amount as a single custom fee.

Steps:

1. Tap the Custom fee tile in your smart grid.
2. Review the amount, and then tap save.

To remove a custom fee, tap the Remove fee tile in your smart grid.

Note

Custom fees aren't exempt from cart discounts. Use line-item discounts to avoid discounting a custom fee.

Apply a custom cart discount

1. In Shopify POS, tap Apply discount.
2. Tap Percentage, Amount, or Code.
3. Fill in the fields, and then tap Save.

Cart discounts change the total displayed in the cart. The regular retail price of the order displays under the subtotal.

Note

Cart discounts using the 'Percentage' option will discount each item in the cart by the percentage chosen. Gift cards are excluded.

Apply a custom line-item discount

1. In Shopify POS, tap the product's name.
2. Tap Apply custom discount.
3. Tap Amount or Percentage (%).
4. Optional: If you want to create a custom discount amount, then you can use the Price after discount field to input the price that you want to sell the product for.
5. Fill in the fields and tap Save.
6. Tap Save.

The product price in the cart updates when the discount is applied. The regular retail value of the product displays under the discounted price.

Remove the tax on an item

You can remove the tax from an item that you are selling. You might need to do this if the customer has tax-exempt status or if tax isn't applicable to the item.

Steps:

1. Add the item to the cart.
2. Tap the item.
3. Tap the tax to remove it.

Reprint a receipt

1. From the Shopify POS app, tap Orders.
2. Tap the order that you want to print a receipt for.
3. Tap Receipt > Print receipt.

Print a gift receipt for a completed sale

Note

The gift receipt option displays only if you have a receipt printer.

Steps:

1. From the Shopify POS app, tap Orders.
2. Tap the order that you want to print a gift receipt for.
3. Tap Receipt > Gift receipt.

Email cart details to a customer

1. From the Shopify POS checkout, add the customer's choice of products to the cart.

2. Optional: Customize the cart as needed.

3. When you're ready to send the email, tap ... to access More actions.

4. Tap Email to customer.

5. Enter the customer's email address.

   Note

   If you add a customer to the cart, then the customer's email address is pre-filled for you. Entering a different email address doesn't change the customer who's attached to the order.

6. Optional: Enter a message that will be included in the email.

7. Tap Send.

Lock the iPad screen

Locking the screen when you step away from your iPad is a good security practice.

To lock the screen, from the Shopify POS app, tap ≡ and then tap the lock screen symbol in the navigation.