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Ultimate Guide to Shopify Ecommerce POS for Retail

Table of Contents

Introduction to Shopify Ecommerce

Shopify is an all-in-one e-commerce platform catering to online stores and retail point-of-sale systems, offering a range of tools and apps for crucial services like payments, marketing, shipping, and customer engagement. Impressively, Shopify boasts:

  • Over 1,700,000 businesses across approximately 175 countries leveraging its services.
  • A staggering 1.58 million websites actively running on the Shopify platform.

Notably, 4.4% of the top 10 million websites are powered by Shopify.
As a trusted leader, PROS specializes in Shopify POS setup, migration, integration, and comprehensive support. Harnessing Shopify POS for your store requires technical expertise in setup, migration, or integration. Reach out for a complimentary proposal and unlock the potential of Shopify POS with our expertise.

What is POS?

The point of sale (POS) is the time and place where a retail transaction is completed. At the POS, the merchant calculates the total amount due from the customer, displays it, and may prepare an invoice (such as a cash register printout). The POS also involves presenting the customer with various payment options. It is the moment when the customer pays the merchant in exchange for goods or services. After receiving payment, the merchant may issue a receipt for the transaction, either printed or sent electronically.

A POS merchant uses various devices like weighing scales, barcode scanners, and cash registers to calculate the amount owed by a customer. Additional functionality like inventory management, CRM, financials, and warehousing is included in POS terminal software. Businesses are increasingly adopting POS systems for various benefits:

  • A POS system eliminates the need for price tags
  • Ability to implement various types of discounts
  • Implement a customer loyalty program
  • Efficient stock control

Shopify POS (Point of Sale) is a system that combines your online and retail stores to help you sell better, manage your store, and build customer relationships. You can use Shopify POS to sell anywhere, including brick-and-mortar stores, markets, and pop-up shops.

  • Shopify POS syncs with Shopify to track orders and inventory in your retail outlets, online stores, and other active sales channels. You can also view and manage store orders from the app.

Key Statistics:

  • 61% of merchants prefer buying POS systems with analytics for understanding customer preferences
  • More than 100,000 merchants are using Shopify POS

Whether you are planning your first Shopify store, expanding your online store to start selling in person, or transitioning from the Shopify POS Classic app, the following resources can help you get started with Shopify POS:

  • Getting Started with Shopify Point of Sale
  • Hardware
  • Managing Shopify POS

Getting Started with Shopify Point of Sale
Before you can start selling through the Shopify Point of Sale app, you need to select the Shopify subscription plan that suits your business, purchase and connect any POS platforms you need, and set up your POS app to accept payments. You can use the basic features of Shopify POS throughout the Shopify registration process at no additional cost. If you need additional marketing features, you need to use Shopify POS pro.
Hardware
You can connect Shopify with a range of retail hardware that helps you build your business, both in-person and online.
If you use Shopify POS, first select the hardware you need to receive payments in cash, card, or both. Next, choose professional retail hardware that fits your business needs, such as barcode scanners, printer receipts, and cash registers.
You can also use shipping hardware (such as label printers and scales) to speed up the fulfillment process.
Managing Shopify POS
After setting up your store and buying hardware, you can start selling through Shopify POS.
Let’s get into what Shopify POS is and how you can empower your business.

What is Shopify POS

Shopify POS (Point of Sale) seamlessly integrates your online and retail stores, allowing you to enhance sales, streamline management, and strengthen customer relationships across various channels. It offers essential functions for selling, tracking performance, and managing customers, orders, and inventory. With features like local pickup, delivery, and goods export, you can expand your reach and provide customers with a seamless shopping experience.

In fact, stores that use Shopify POS to combine in-store and online sales have seen a 30% increase in revenue year over year.

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Features & Benefits of Shopify Ecommerce POS Retail

Shopify ecommerce POS retail offers a wide range of features:

1. Omnichannel Selling

Increase your sales by providing your customers with a frictionless shopping experience using Shopify ecommerce development POS retail system and omnichannel targeting that allows them to shop at their convenience. Deliver your customers with a seamless shopping experience in-store, online, on active sales channels, and everywhere through omnichannel e-commerce.

  • Directly from your Shopify POS, manage and fulfil local pickup and delivery orders
  • Make sales in the store and ship directly to customers from the inventory available. Taxes and shipping costs are calculated automatically during the checkout process
  • Accept exchanges and returns for purchases made online in-store or anywhere, and your inventory will be updated instantly
  • Send an email to customers with items they were interested in but didn’t buy in the store.
  • Customers can use their smartphones to learn more about products and purchase them online if QR codes are attached.

2. Smart Inventory Management

Using smart recommendations from the Stocky app by Shopify ecommerce POS retail system, you can reduce errors and increase profits of your ecommerce by Shopify:

  • Using the stock performance grading system, decide which products are taking up valuable storage
  • Use a barcode scanner to match your store inventory with online inventory and perform accurate inventory counts
  • Track and maintain inventory and assign products to various sales channels and locations. Identify trends and plan for future inventory with detailed reports
  • Receive low stock warning reports and track small changes made to your stock levels
  • Create purchase orders for vendors and get the purchase order and sale item suggestions
  • Request transfers from other locations and track arrival and departure of products.

3. Staff Management

Shopify ecommerce POS retail system assists your staff in building meaningful customer relationships, turning visitors into loyal customers.

From a single location, you can manage permissions and track employee performance. Indicate when your employees will need manager approval for tasks such as applying discounts or changing taxes. Staff with POS access but no admin access can be added and managed. You can assign custom roles to store employees to ensure they have the appropriate permissions. To log into the POS, you can assign each employee a unique pin.

4. Checkout

With Shopify ecommerce POS retail system, complete each sale by providing a seamless experience for both customers and employees:

  • Manage, save and retrieve shopping carts easily for a faster checkout process
  • Add your website URL, store hours, promotions, or policies to printed receipts
  • Bring your smartphone or tablet to your customers and checkout quickly
  • Streamline Shopify checkout page with the customizable smart grid
  • Build your customer contact list for re-engagement by sending a custom email or SMS receipts
  • Use the camera on your iOS and Android devices to scan product barcode labels

5. Products

Stay Organized and spend less time on administrative tasks. On Shopify ecommerce POS retail system, you can have an unlimited number of products and variants. Product collections organize products by type, season, special offers, and other factors. Smart collections automatically sort products based on vendor, price, and inventory level.

Using Shopify POS system, add multiple product variations, such as size, color, material, etc. Create and assign inventory to various online sales channels, warehouses, retail stores, and other locations. To keep track of inventory and speed up checkout, there is an option to assign existing barcodes to products or create new ones.

6. Customers

Convert visitors into loyal customers by offering personalized experiences using Shopify ecommerce POS retail system. During checkout, every in-store or online purchase creates a customer profile. Track these customer profiles based on contact information, purchase history, lifetime spend, shipping address, etc.

Customer order history and information are automatically synced whether they shop online or in-store. Customers can be contacted via Shopify email marketing, SMS, or phone from your Shopify POS. Build ecommerce websites for long-term relationships with your customers by offering discounts, events, etc. Collect emails and phone numbers from customers at checkout to keep them informed about upcoming sales or new products.

7. Reporting & Analytics

With detailed insights into sales, products, and staff performance generated from Shopify ecommerce POS retail system, businesses can make data-driven decisions. View, analyze, and export retail sales reports by location, time period, customers, etc. You can track the expected balance in your cash drawer for end-of-day deposits as well. Get access to insights into which products are selling and track the success of your promotions and discounts. In addition, review your finances by generating reports that include sales, returns, taxes, etc.

8. Payments

With Shopify ecommerce POS retail system, choose from Shopify payments plans and accept payment through popular payment methods that your customers use. Shopify POS allows the selling of physical and electronic gift cards that can be used in stores or online. You can also send digital gift cards to recipients via email, which they can use in-store or online. Customers are able to add digital gift cards to their iOS and Android devices, check balances and redeem from their digital wallets. In a single transaction, split and accept two or more payment types or accept partial payments through Shopify POS.

9. Marketing Ecommerce

With Shopify ecommerce POS retail marketing tools, you can bring customers online and to your retail stores, and stay ahead of the competition.

  • Encourage customers to leave product reviews with Shopify product review apps that can be used to promote sales in your online store and in Google search results
  • Send marketing emails and promotions to keep customers informed. Shopify allows the integration of marketing automation apps and tools. Use Shopify integration with Mailchimp, Sendlane, Klaviyo, Omnisend, Justuno, etc.
  • Use Shopify Facebook stores, and integrate Instagram, Twitter, etc. Create social media campaigns to connect with your local customers and encourage them to visit your store and buy something
  • Collect contact information and personalize marketing campaigns to send out exclusive offers and sneak peeks
  • You can launch a Shopify POS loyalty program. Loyalty apps can be integrated with the Shopify POS system to reward customers for shopping in-store and online

10. 24/7 Support

With Shopify ecommerce POS retail system, you receive 24/7 support by email, live chat, and phone to help you answer any questions about the software or bugs and fixes. In addition, you get expert advice on how to grow your business on Shopify.

What is the Difference Between Shopify and Shopify Ecommerce POS?

Shopify is an all-in-one platform for running your business, whether you sell in person or online. It serves as your central hub for managing products and orders, processing payments, and building customer relationships.

With Shopify Ecommerce POS, your personal sales seamlessly connect to this robust backend, integrating inventory, payment, and customer data from your retail store. By linking in-store and online sales through Shopify, you can streamline inventory management, gain better control over cash flow, and re-engage store visitors with online marketing efforts.

How does Shopify POS Work?

With Shopify POS, you can easily find a list of features. Using this app, you can link store and online sales and view all of these sales activities in your POS app. This way, you do not have to worry about managing two separate sales records. Shopify POS integrates your sales and provides you with a cohesive dashboard.

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Shopify POS
  • With POS, you can make leaving the store easier. POS can be used on an iPhone or iPad and allows you to provide a seamless exit process. You can specify any discounts that consumers want, place orders to your liking, and use your customer records to select customers who buy from you.
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Shopify POS
  • If you enable the loyalty program in your online store, you can easily reward potential customers. Your customers can also apply their loyalty points to store-placed orders.
  • Shopify POS also allows you to customize your store management to your liking. You can set different options for online shopping delivery for customers, local download; or in-store purchases and delivery to customers. Using the app, you can track orders downloaded by a specific date and sort your orders based on this information.
  • Lastly, Shopify POS provides you with daily sales reports, allowing you to access your store’s operations and use this data to improve your processes.

Shopify POS Review: What Payment Methods Can Customers Use?

If you use an iPad or iPhone, customers can use almost any payment method. In the United States and Canada, customers only need to swipe their credit card to make transactions.

Or, if you are doing business in the UK or Ireland, you can use EMV-Compliant Tap, Chip, and Swipe card reader to receive payments without even touching credit cards.

However, if you work outside of these countries, you should pay for an external credit card terminal from a reputable payment processor.

You can also give your customers installment options (if you are using an iPad or iPhone). Allowing customers to use multiple payment methods to pay for a single transaction is much easier.

Shopify POS Pricing

Shopify POS offers an easy-to-go solution for Shopify users. Shopify POS is included in all Shopify applications. This means that no matter what type of Shopify you use, you will still use your own POS system.

The Shopify POS version installed in all programs is simply a standard POS. This includes the following activities:

  • Customer profile to provide better customer service
  • Product management and organization of small businesses
  • Mobile POS and hardware resources
  • The face-to-face credit card rate is about 2.4% and 0 cents
Shopify POS Pricing
Shopify POS Pricing

The Shopify Lite Plan

Shopify Lite charges $ 9 per month. However, you will not find an online store in this package.

Unfortunately, this plan confuses its customers with the most expensive credit card prices. You need to pay 2.7% on each purchase. You should also use one of Shopify’s payment gateways.

However, on the bright side, you can register an unlimited number of products and use any number of devices. And, if you run into trouble, you can visit their customer support service, 24.7.

The Shopify Basic Plan

Shopify’s basic plan takes it to the next level and costs $ 29 a month. However, unlike the “Lite Plan”, you will find a digital store. If you shop online, the interest rate on a credit card is 2.9% + 30 ¢. The level of pay for face-to-face services is the same as the “Management Plan”.

The Shopify Plan

The price of the Shopify plan has gone up; will cost you up to $ 79 a month. You will get all the benefits of the “Basic Shopify Plan”, but your credit card prices are very reasonable:

  • Online Store: 2.6% + 30 ¢
  • Face to face: 2.5% + 0 ¢
  • Additional Payments for External Payment Gates: 1.0%

The Shopify Plus Plan

Shopify Plus is a very detailed payment system, suitable for large businesses. It is designed to meet your needs, so you should contact Shopify to resolve the details.

One of the great benefits of Shopify Plus is that it also comes with the most advanced Shopify POS. Along with key features such as discounted customer loyalty codes, powerful ecommerce platform and options you can sell through social media, Shopify Plus integration services with Shopify POS Pro.

Best Practices for Setting up Shopify POS

After installing Shopify POS, you can follow these 8 best practices to set up an integrated sales manager and provide great customer information to all channels.

  • Make Sure your Product Catalog on Shopify is Sync with POS

After installing Shopify POS, make sure the product catalog in the Shopify dashboard is synced with Shopify POS. With this sync, you can quickly charge products at the store without having to enter any details. You can do this by checking the “POS” channel in the “Sales Channel” section of each product.

When syncing your product catalog to Shopify POS, make sure there is no difference between your online and store price.

  • Collect Taxes and Fees Based on your Location

Taxes are part of all orders placed on your online store and in your mobile store. If you are using Shopify POS, you need to first set your store taxes and fees. As a retailer, you can add flexible taxes and fees based on your store location, country/region, and requirements.

  • Set the Appropriate Hardware

When setting up Shopify POS, you need the right hardware, such as from barcode scanner to iPad. Without this, you will not be able to combine store sales with Shopify POS.

  • Set POS Payment

Set multiple payment methods in Shopify POS so that buyers can easily buy. Shopify development agency allows you to enable multiple payment methods from third parties, such as debit cards, digital wallets, and PayPal.

  • Examine the Different Functions Before you Start Taking Orders

Since you may not be familiar with the app, it is best to check different functions by placing an order first, refunding, creating a gift card, and adding discounts. Getting to know the speaker is important. If you have staff, you can guide them to understand how to use it and direct them to this new program with a video provided by Shopify.

  • Integrate with Marketing Applications

With online stores, retailers can easily analyze the divisions of their customers and send them targeted and personalized information based on their customers’ circumstances and history. With Shopify POS, you can easily set up personalized marketing for store customers.

  • Enable your Loyalty Program

Shopify allows you to integrate loyalty applications with Shopify POS. With Shopify integration, store shoppers can earn loyalty points and use points per order. By allowing consumers to participate in your loyalty program even in-store, you can ensure that consumers experience the same experience in your product regardless of the channel.

Shopify Ecommerce POS Integration

We hope this guide will help you understand the features found in Shopify POS and help you set it up quickly. As the number of online stores increases, having an integrated sales manager to help businesses manage sales in one place is crucial.

If you haven’t installed it yet, you can install Shopify POS now.

If you have recently switched to an online store, you may need help setting up an interesting store design that matches your product personality. We are committed to creating a Shopify store that is unique to the product and tailored to the needs of retailers.

Conclusion

Shopify POS software packages are suitable for all sectors and sizes of businesses. If you have a brick-and-mortar store and you are using Shopify to sell online, you should use Shopify POS. The features of Shopify ecommerce POS retail include omnichannel selling, smart inventory management, reporting, analytics, etc. This platform will seamlessly sync all the products you are selling on your ecommerce store, with your brick and mortar inventory to increase profits and customer loyalty.

From updating stock information, Shopify payments set up to handling backorders and refunds, our experienced Shopify web designers and developers deliver end-to-end Shopify POS setup, integration and migration services. Review our award-winning Shopify projects ShopMelissa and Amourprints.

FAQs

Square POS is our top pick because its familiarity makes it easy to use, it has no monthly fees, and it comes with free entry-level equipment to help you get started.

The only essentials are a supported device, the Shopify POS app, a Shopify store (which you can create from the app), and a product to sell. Shopify POS works with a variety of retail hardware, such as a cash drawer, iPad stand, receipt printer, and barcode scanner, but you can process sales without these items.

Shopify is an commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.

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