Getting started with Shopify POS
This guide provides the main steps that you need to set up your Shopify store. You can use it as a starting point and as a reference to make sure that you don't forget any key tasks.
Step 1: Configure your basic administrative settings
Before you start adding products and setting up your payments, there are a few administrative tasks that you should do:
- Complete the initial setup so that your store address, email address, and other store settings are up to date.
- Know where to manage your account and access your billing information.
- Add staff accounts so that each of your staff members has a personal login account and all sensitive account information remains secure.
If you don't want a staff member to have access to your Shopify admin, then you can create a POS staff PIN for them. POS PINs give your staff access only to Shopify POS and not to your Shopify admin.
Step 2: Download the Shopify POS app
To get started with the Shopify POS app:
- Get an overview of what the app can do, and understand the functionality of the different screens in the app.
- Configure your general Shopify POS app settings on the POS device that you'll be using.
There are embedded POS apps available in the Shopify App Store that can help you expand the functionality of your POS system.
Shopify POS app requirements
The Shopify POS app works with any Apple iOS device that's running iOS 8.2 or higher, and any Android device that's running Android 4.1 (Jelly Bean) or higher. The Shopify POS app does not support iOS beta versions.
Step 3: Add and organize your products
If you don’t have anything in your store yet, then you can start with some of the basics.
If you are in the service industry, make sure you are familiar with the differences between selling services and physical goods.
To set up your products:
Configure the taxes for your products.
Create a collection if you want to organize your products into categories.
Set the visibility to Point of sale.
There is a limit to the number of products and variants that POS devices can load before they might experience problems running the Shopify POS app.
Step 4: Configure your taxes
Charging sales tax is an important part of running your business. Depending on where your store is located, there are different rules and regulations about sales tax that apply to your products. To make sure that your store meets those rules, take some time to understand Shopify’s tax setup process.
If your store sells products to customers in Europe, note that there are regulations that apply to digital products.
Charge taxes based on your physical location
When you are using Shopify POS, you need to:
- Set your store's location(s) in your Shopify admin.
- Set the taxes for your store's physical location.
- Assign the location to an iPad that you use to complete transactions in your store.
If you need to adjust taxes manually based on a region with unique tax restrictions or a specific collection of products, you can use tax overrides.
Keep track of your taxes
When you configure the tax settings for your products, you should also think about how you are going to keep track of your taxes throughout the year. There are important dates and deadlines that you must be aware of when filing your taxes (especially in the United States).
If you’re not sure about what system you are going to use to keep track of your taxes, you may want to look at some accounting apps in the Shopify App Store.
Step 5: Make sure customers can pay you
To make sure that customers can pay you, you need to set up a payment gateway. A payment gateway lets you accept payments securely. Shopify offers its own payment gateway (Shopify Payments), and supports a variety of third-party payment gateways for Shopify POS.
To set up a payment gateway:
When you choose to use Shopify Payments, you avoid paying additional transaction fees, and you can view your payouts right from your Shopify admin.
Get to know the various transaction types using your Shopify POS app.
Step 6: Order and set up your POS hardware
When you're setting up your POS checkout system, make sure that you have the retail hardware that meets your needs. Depending on what hardware you want to use, you also need to check if your store's Shopify plan supports it:
If you want to accept credit card payments on your iPhone or iPad using a supported card reader, then you can be on any Shopify monthly plan.
If you want to add more hardware, such as a cash register and a receipt printer, then you also need to add the retail package to your Shopify monthly plan.
To set up your POS hardware:
Figure out what hardware you need for your store before you purchase it.
Find out where you can purchase your hardware (depending on what country you live in).
Configure your in-store wi-fi network so that your hardware can connect to Shopify.
If you are using only a card reader with your iPhone or iPad's data plan, then you don't need to configure an in-store wi-fi network.
Install your hardware and make sure that everything is working as it should.
Getting help with POS hardware
Step 7: Place some test orders
Now that you've configured your payment settings and set up your hardware, you should try out a few transactions to make sure that everything works properly and get familiar with the process of taking payments from your customers.
You can run test orders for a few different types of transactions:
Step 8: Promote your store online
Ready to launch? Now that all of the setup is done, it's time to tell people about your store!
As you build your business, you'll discover different ways to engage your customers and keep them coming back. The guides on the Shopify blog are a great place to start:
- A Beginner's Guide to Content Marketing
- Inspiring Ecommerce Examples of Social Media Done Right
- Embedded POS apps
You can also join the Shopify community to find great resources and connect with other Shopify merchants.