Smart grid editor

To ensure your POS device suits the needs of your retail environment, you can customize your smart grid by adding and editing the smart grid tiles. These tiles can help retail staff with completing tasks and completing customer purchases.

If there are products that you regularly sell or tasks that your staff often need to complete, then you can add tiles to your smart grid to help complete those actions.

Access the smart grid editor

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. In the Preview section, click Customize.

Adding tiles to your smart grid

You can add new tiles to your smart grid for extra functions, or to access regularly needed tools for your retail staff. For example, if your staff regularly need to access your online store, then you can add a link tile that links to your online store. You can add the following tiles to your smart grid:

• Add a link tile
• Add a fee tile
• Add a discount tile
• Add a action tile
• Add an app tile
• Add a product tile
• Add a collection tile
• Add a fulfillment tile

Add a link tile

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > Link.
5. In the Add link window, enter the link in the Link field.
6. Optional: Input a title for the link in the Title field.
7. Click Add.
8. Click Apply.

Add a fee tile

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > Fee.
5. In the Add fee window, enter a title and fee amount.
6. Optional: To charge taxes on the fee, select Charge taxes.
7. Click Add.
8. Click Apply.

Add a discount tile

If you use discounts on your store, then you can also add a discount tile to your smart grid. You can add a percentage, amount, or discount code tile to your smart grid.

Add an action tile

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > Action.
5. Select the action that you want to add to your smart grid:
   • Add custom sale
   • Apply discount
   • Add note
   • Attribute sale to staff
   • Add customer
   • Ship to customer
   • Email to customer
   • Save cart
   • Lock screen
   • Open drawer
6. Click Apply.

Add an app tile

Note

If you want to add an app to your smart grid, then you need to make sure that you're using an app that integrates with Shopify POS.

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > App.
5. Select the app that you want to add to your smart grid.
6. Select the app function that you want to add to your smart grid.
7. Click Apply.

Add a product tile

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > Product.
5. In the Add product window, select the product that you want to add to your smart grid.
6. Click Save.
7. Click Apply.

Add a collection tile

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > Collection.
5. In the Add collection window, select the collection that you want to add to your smart grid.
6. Click Save.
7. Click Apply.

Add a fulfillment tile

Note

If you want to include a fulfillment tile in your smart grid, then your POS location must be using Shopify POS Pro.

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click Add tile > Fulfillment.
5. Select the action that you want to add to your smart grid:
   • View local pickup orders
   • View local delivery orders
6. Click Apply.

Edit smart grid tiles

You can reorder, remove, or change the colour of tiles from your smart grid.

Customize color of tiles

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click the smart grid tile that you want to edit.
5. In the Color section of the smart grid editor, use the dropdown to select a color for the tile.
6. Click Apply.

Reorder tiles in smart grid

Note

You can reorder smart grid tiles on the same page. Tiles can't be reordered from one page to another page.

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click the smart grid tile that you want to move.
5. Click and hold the handle icon (⠿) beside the smart grid tile, and then drag the tile to another position in the list.
6. Click Apply.

Delete tiles from smart grid

1. From your Shopify admin, click Point of Sale > Settings.
2. In the General section, click Smart grid.
3. Click the smart grid that you want to edit.
4. Click the smart grid tile that you want to delete.
5. Click the trash can icon next to the name of the tile that you want to delete.
6. Click Apply.