Table of Contents
In your Shopify admin, you can set the fulfillment status for each order manually in your online store. Under some circumstances, setting the status of an order to fulfilled will be conducted automatically right from the Shopify POS application when your customers make purchases and pay money.
Enable automatic order fulfillment in Shopify POS for iPad
Store, and then choose
In your Shopify admin, you will see the Locations page easily which includes the name and address of stores, headquarters, and pop-up shops. Tax rates are applied to in-person orders based on the location assigned by the POS device. However, you should assign the Shopify POS to a location after installing this app.
Shopify POS, tap
Point of Sale > Locations
Point of Sale > Locations.
Point of Sale > Locations.
The Shopify POS with the retail package on an iPad supports the staff settings while the Shopify POS for iPhone or Android is not.
From the Staff settings screen, it is easy to add or remove members of staff. A unique four-digit PIN code will be provided to each individual member to access the Shopify POS application. With this code, they can also check out their customers.
The staff member name tied to the orders they processed through Shopify POS. In the Shopify admin, you can easily check them on the order’s detail view and Timeline. Nevertheless, users having the limited access can only manage their own account.
In case of staff members want to access to your Shopify admin beyond the Shopify POS, you need to add them in the Shopify admin. They are given full access to utilize the Shopify admin and POS app.
You can add a new staff member by the following steps:
Shopify POS, select
Store, and then select
Add POS staff PINsin the POS-ONLY section
Shopify POS, go to
Store > Staff.
Change PIN CODE, enter a new PIN code and confirm by tapping
Change PIN. (optional)
You can limit staff members access permissions with POS PINs from the in-app settings. By this way, they will not be able to see orders from other locations, access register shift, payment, or locations settings, and change receipts.
Store > Staff
Store, and then tap
From the Account settings page of Shopify admin, you can change your staff members’ account permissions so that they are able to login to Shopify POS.
If staff members’ account is not given full access permissions, they will receive the following error when logging in to Shopify POS for iPad:
When transactions happened in your online store, register shifts help you balance the cash drawer easily and hold staff responsible for the money they’ve processed.
The register settings are only available in Shopify POS with the retail package on an iPad. The device’s saved register shift data will be lost if you re-install the Shopify POS app, or upgrade to a newer iPad.
The Sales register screen gives you the possibility to generate and keep the track of register shifts in your web store. You can track your daily total sales and refunds for particular payment methods, and all the cash in your cash drawer as well.
To open Sales register screen in the Shopify POS app on your iPad, tap Store, and then tap Sales register
Store, and then tap
Step 3. Tap the toggle buttons to
enable/disable the following options:
You can create a new Shopify POS register shift in two ways:
You need to specify the value of your initial cash float for the register shift if you want to generate a new register shift manually.
Shopify opens a new register shift automatically in case of you had closed a register shift and you don’t open another before handling the next order.
Automatic shifts without cash tracking
You will receive this message after completing the first transaction in the new register shift if you do not enable the cash tracking in your register settings.
Automatic shifts with cash tracking enabled
With the cash tracking enabled, the float (or opening) amount is the calculated cash balance at the close of the previous register shift. The float is auto-set to $0 when you process the first register shift.
You do not need to enter a cash float amount during a register shift if you turn off the cash tracking in your register settings. However, if you do not enable the Open and save shifts option in your register settings, your register shift will not keep the track of all sales made using other payment methods.
You can view the register shift history and the detailed information about sales for certain payment methods.
If you’re viewing an open or a closed register shift or you enable the cash tracking settings, the information changes slightly. However, the date, the total sales of the shift, the name of the staff member who opened the shift, the initial float amount, any changes that staff members have made to the total cash in the drawer is always displayed.
You will see the name of the staff member who closed the shift if the shift you are viewing is closed.
If the cash tracking is enabled before the shift was closed, the cash counted at the end of the shift, the cash in the drawer which was expected when the shift was closed, and the cash left in the float after you processed the final balance of the cash drawer is also displayed.
If a staff member cannot make the exact change with the cash currently in the drawer, he or she needs to temporarily remove cash from the till, and the cash in the drawer has exceeded your imposed limit, the float adjustment is necessary. Notably, you should record any adjustments made.
You should close register shifts at regular intervals balance your cash drawer accurately. The cash counted at the end of the shift, the expected value of the cash in the drawer, and the cash left for the float are added to the register shift history after closing a register shift.
The expected balance and the amount of cash in the cash drawer should be the same.
Store > Sales register > Settings, toggle Enable sales register off and on to close the register shift if it takes a long time for the shift to close).
If the expected cash amount did not match the cash counted, you can adjust the amount to add or remove.
Text receiptto type a phone number, and then tap
Sendto send a text receipt.
Print receiptto print a receipt.
Doneto return to the products and the cart screen.
Store, and then tap
Receipt, and then tap
You can print a gift receipt only if you have the receipt printer
You can lock your iPad after a period of inactivity by entering a 4-digit PIN. However, your screen will auto-lock based on the timeout settings you have set for your iPad if you are not using Shopify POS with retail package.
POS embedded apps run in Shopify POS which allows you to customize your in-store checkout by streamlining purchases, offering sophisticated sales, wholesale pricing, and other promotions in-store, and adding new payment methods, loyalty programs, and custom receipt printing at the checkout.
To install POS embedded apps, you must find and install them on the Shopify App Store.
Getto install which app you want.
The POS embedded app will appear on the Apps page of your Shopify admin and on the Apps screen in your Shopify POS app.
You can edit the current cart and add finishing options by tapping the ··· button. Moreover, from the Shopify POS, tap Store, and then tap Apps to run full-screen embedded apps.