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Everything You Need to Know about Shopify POS
For selling products in person, one of the most trending and successful point-of-sale apps is the Shopify POS system. The best part about using the Shopify point of sale system is its versatility. Shopify POS can be used at a range of places, including pop-up shops, malls, or retail stores.
For tracking your inventory and orders across any active sales channels such as online stores and retail outlets, Shopify POS will sync with Shopify. This makes tracking of inventory and orders seamless and hassle-free. A merchant can also manage or view the store’s orders by using the app.
Shopify POS Pricing Plans
Shopify Lite is among the preferred Shopify pos pricing plan for start-ups and a range of businesses. Numerous businesses start an eCommerce store using the Shopify Lite plan and upgrade to a more advanced plan later when they start getting more sales and business. One of the key advantages that come with the Shopify Lite plan is that a merchant can add products to his blog or website, and accept credit card payments at a monthly payment of USD 9 only.
Basic Shopify Plan
Basic Shopify Plan is the ideal plan for new businesses and eCommerce businesses that are venturing into Shopify retail pos. It is priced at USD 29 per month.
Shopify plan is the ideal among Shopify pos plans for growing a business that has a single store. Shopify pos rates for this plan is USD 79 a month.
Advanced Shopify Plan
Advanced Shopify Plan has the finest Shopify pos features to grow a business that has over two retail stores. Shopify pos cost for this plan is USD 299 per month.
Shopify POS Pro (Add-On)
Shopify POS Pro is priced at your Shopify plan plus USD 89 a month. Shopify POS Pro makes all Shopify POS features available, along with unlimited store staff, unlimited registers, smart inventory management, omnichannel selling features, staff permissions and roles, and in-store analytics. Shopify expert from Cyblance will deliver the best results for retail Shopify Pro integration.
Shopify Plus is a Shopify POS plan that has especially been devised for large businesses and high volume merchants. It is priced at USD 2,000 per month.
Cloud-Based or Locally-Installed
Shopify POS is a cloud-based SaaS service, so a merchant need not have to bother about hosting. Shopify POS may be installed locally as well.
Shopify POS plans are common for all operating industries. But they are reasonably customizable and deliver prime results irrespective of your operating industry.
Specific Size of Business
Shopify Pro is the best Shopify plan for SMBs, with features such as unlimited staff, registers, and omnichannel sales. Shopify Plus has been devised especially for large businesses and is the best plan for them.
Hardware & Operating System Requirements
A merchant located in Canada, the US, the UK, or Ireland can buy the Shopify POS hardware directly from a Shopify hardware store located in his country. Else, one can purchase Shopify POS hardware from a third-party vendor. A merchant should go through the compatibility model numbers to ensure that one purchases pos system that integrate with Shopify.
Ease of Use
Shopify POS features an easy-to-use interface that makes it easier to sell, promote and ship your products.
Features of Shopify POS include an integrated POS, which instantly connects POS payments, software, and hardware. Smooth checkouts are enabled because payments can be accepted anywhere using wireless hardware. A merchant also benefits from competitive card rates enabled by Shopify payments. Shopify pos integrations with compatible devices such as printers and barcode scanners complete the point of sale.
At the time of checking out, a customer can pay using any methods enabled by the Shopify admin in the payment providers’ area. Many payment methods can be enabled for a customer. If credit card payments are enabled, Shopify Payments or a third-party provider may be enabled. If a customer does not use credit cards, he can pay using Apple Pay, Amazon Pay, or PayPal for Shopify POS payments. If he uses Shopify Payments, enabling Shop Pay will speed up checkout processes.
Accept Two or More Payment Options
In case a customer does not want to pay using a credit card at the Shopify payment terminal, other options can be enabled for him. Cryptocurrency is a commonly used option, for using Shopify pos. It can be set up in the pos system for Shopify. Customers are henceforth empowered to pay without going through any financial institutions such as banks.
Using gift cards, your customers will get an opportunity to share their liking for your brand with others. Shopify POS makes provision for a merchant to sell or redeem gift cards in person. Correspondingly, your customers can put the gift cards to use for making purchases from your store, both, online or in person.
For selling or redeeming digital gift cards with Shopify POS, a merchant should activate the gift card feature in Shopify admin and gift cards enabled in Shopify POS.
Similarly for physical gift cards, enable physical gift cards in Shopify POS.
Custom Payment Options
When a customer does not want to pay using credit cards, they can still place orders online if a manual payment method is made available for them when setting up Shopify pos. In manual payment methods, an invoice is sent to the customers. Upon receiving the payment, a merchant manually approves the orders from the Shopify pos store. A few of the most common types of manual payments include bank transfers, money orders, and cash on delivery (COD).
Refunds & Store Credit
Upon refunding an order using the Shopify POS system, the payment is sent back to a customer. A merchant can refund an entire order or just a part of the order. It is possible to refund while a return is not created. But after a refund has been issued, a return cannot be created. There are however circumstances wherein an order is cancelled and refund is issued.
Payments can be accepted through store credit and external card terminals. By default, the payment methods are turned off. But they can be turned on from the Shopify POS Payment types screen.
Upon accepting payment through an external terminal, Shopify POS records the transactions. Payment is however processed and collected by the external terminal provider.
Multiple Sales Channels
Among the top sales channels available over Shopify point of sale system for pos and eCommerce by Shopify are Online Store, Facebook, Amazon, Buy Button, Instagram, Messenger, Wholesale channel, and Handshake.
Wherever a merchant sells online, he can take payments and accept orders using Shopify checkout. After adding products to the cart, a customer will add the shipping information as well. Before placing the order, payment details are also added.
Merchant can also use third-party apps for post-purchase offers. Hence, upsell or cross-sell offers will be shown to the customer at checkout.
When a merchant sells products at an online store, then he can customize the checkout pages in the theme editor. Change colours, add a new logo or change the fonts based on your marketing requirements.
Discounts can be applied in Shopify POS after the products have been added to the cart. They can be applied either to the entire line of products or to individual items. BGXY discounts and automatic discounts are not available in Shopify POS.
Register shift is defined as the time phase during which the transaction will take place at your store. Register shifts may be used for regularly balancing the cash drawers. The staff can be held accountable for the money they handle.
Each iPad will display its own register shifts alone, and not the register shifts of other iPads. Register shift data is lost upon upgrading to a new iPad.
Register tracking is available only if you use the Shopify plan or higher for your store over an iPad. It is not available in Shopify POS for iPhone or Android.
If your store is on Shopify Plan or higher and you use Shopify POS for iPad, then customizing the basic template for printed receipt is possible. This is accomplished from Shopify POS app settings. The transaction information on the receipts can however not be edited.
Automatic Tax Calculations
Shopify in store POS features are robust. Application of taxes by the Shopify POS app will be based on the store location assigned by you for the POS. For the correct calculation of taxes, store locations should hence necessarily be included in your shipping zones.
First, tax settings should be configured. Then, taxes should be adjusted for application to single products or orders. This takes place while a transaction occurs through a Shopify POS cart.
Multiple delivery addresses can be added in Shopify POS for each customer account, for local and long-distance deliveries alike. Delivery charges are calculated based upon the distance between the delivery addresses and fulfilment centres. Configurations can be made for the distances for which the delivery charges remain the same.
This is a highly useful feature for Shopify pos for restaurants.
Store Management Features
Integration With Accounting Software
Shopify integrates with a range of accounting software, both, cloud-based web applications and desktop applications. Choosing the right tool is important on the first go, to keep efficiency levels high and reduce hassle for a later point in time. Shopify experts are best placed to deliver the best results in this regard. You can hire a Shopify Expert from Cyblance.
Shopify POS enables easy access to order history. This helps simplify strategies for sales. A merchant comes to know of the products that outperform others, the dates on which particular products are sold more, and the customers who buy more than others. Tracking order history helps enhance the customer experience.
Multiple Staff Accounts
In case you manage Point of Sale staff permissions or are a store owner, then Shopify POS app or Shopify admin may be used for adding or removing the staff, who have access to Shopify.
There are two types of staffs that have access to Shopify POS:
- POS app only staff will have access to Shopify POS. but they do not have access to Shopify admin. A merchant can make POS app only staff available using Shopify POS Pro.
- The second categorization of staff will have both, Shopify admin access, along with POS channel and Point of Sale access.
When customer contact details are recorded, it helps run email campaigns and send receipts by email. Shopify POS enables a merchant to create customer profiles using names and contact details.
Retail sales reports may be used by a merchant to see information regarding customers’ POS orders. The defining criteria for generating the reports could be staff, SKU, or staff.
Using the Timeline feature, a merchant/staff is empowered to view detailed histories. They can write comments and notes for transfers, customers, orders, and draft orders in Shopify. The notes, being internal, will not be visible to your customers.
Product Management Features
A merchant can add products, product descriptions, and product images in specific categories in Shopify POS. Merchant can also define taxes for products and categories.
A merchant can create new products from Shopify admin. The products need to be made available to the POS channel in your Shopify admin.
It is important to ensure that the products are stocked at the Shopify POS device’s assigned location. Otherwise, the products will not appear in the merchant’s Shopify POS app.
When the customer reaches the checkout’s payment method page, then against your Shopify POS inventory levels, their cart is checked. In case the inventory is available, it is held for the customer and the payment is accepted. In case the inventory is unavailable, then an error message will show.
In case the payment fails, Shopify pos inventory management releases the held inventory. This is while the customer reaches the payment page again.
Bluetooth barcode scanners supported by Shopify may be used for quickly adding products to the cart at checkout. Using iPad or iPhone, cordless barcode scanners may be used from 100 meters away. The device’s camera may be used for scanning both 1D and 2D barcodes.
New Shopify POS Features
Shopify new POS delivers a range of new features that deliver success and augur well for your business. They include apps at the forefront, an improved customer experience, more convenience for store staff, better tracking and display of store performance, and the ability to create customer profiles.
Multichannel Sales Management
The multichannel sales manager is an app by Shopify that features powerful integrations with Amazon, Etsy, Zalando, and more. It features an integrated dashboard, marketplace selling at scale, and dynamic reprising. This gives access to millions of customers from around the world and supports you on global marketplaces as your business grows.
Real-Time Multichannel Inventory Management
A view of the inventory quantities and locations is a must for fulfilling orders across channels. Manually updating and synchronizing inventory counts amongst locations and through platforms are not possible. Hence, real-time visibility is a must for preventing deadstock, out-of-stocks, and preventable returns.
Shopify POS is a multichannel inventory management solution that will sync inventory across channels. Real-time visibility is hence available over a centralized hub. This makes Shopify POS a preferred solution for high-volume fast-growing brands.
New Shipping & Delivery Options
A merchant can ship customers’ orders directly from the Shopify POS app. This feature is however available only for Shopify POS Pro and is not available for Android devices.
Using the Shopify POS app, a merchant can also manage local delivery orders, prepare them for delivery, and update their order statuses.
On the home screen of the Shopify POS is a smart grid. Smart grid is a set of tiles displaying the different resources. These tiles are configurable, and merchants can add tiles that represent features, third-party apps, collections, or frequently accessed products. So, when a third-party app has multiple functions, a merchant will have a choice of the function that a tile will perform.
Improved App Integration
Shopify POS nowadays features an improved app integration. This simplifies store management for a merchant. The apps are of different types, both free and paid. The apps pertain to orders and shipping, sales and conversion, marketing, store design, reporting, customer support, inventory management, etc.
Shopify POS has come up with new and easy-to-use metrics for all physical retailers. The improved Retail Analytics put business-critical data in easier access for merchants and privileged staff. Hence, tracking and acting upon key metrics, such as location performance and staff performance is simplified, through Shopify POS.
Integrations & Add-Ons
Shopify POS integrates with a range of add-ons based on a merchant’s business requirements. The add-ons may pertain to loyalty programs, email notifications, membership programs, gift registry, or automatic invoices.
Compatible Credit Card Processors
In case a merchant does not use Shopify Payments and intends to accept credit card payments, then he has a choice at using from over 100 credit card payment providers for his Shopify store.
However, the seller is charged a transaction fee, each time a customer makes a purchase. Activating Shopify Payments will help avoid this transaction fee.
Customer Service & Technical Support
Shopify POS makes customer service & technical support available over the phone, chat, and email. Logging in to customer account delivers better results for customer service and technical support.
Hire Shopify expert to ensure that your Shopify store brings success over the short and the long term, and runs glitch-free. Cyblance is your preferred and reliable Shopify development partner, who keeps your Shopify store profitable in all cases and delivers higher ROIs for your business. Our Shopify development services are end-to-end, and you can hire a Shopify expert from Cyblance.
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