- The all new Shopify POS
streamlines the checkout process,
making it easier than ever to make a sale
in your retail store or your pop-up event.
By using an improved search function,
barcode scanning, or the new smart grid,
your checkout becomes a fluid and custom experience.
(upbeat music)
Hey everyone, it's D'Tanga with Shopify.'
Today we're showing you
the framework you need
to process a basic sale in Shopify POS.
This includes adding products to the cart,
accessing customer information,
adding discount codes,
as well as taking payments and issuing receipts.
Processing a sale is the primary function
of any point of sale system,
and the all new Shopify POS makes this process
as simple as possible.
Let's being by adding products to the cart to sell.
The basic way to access your product
is to use the global search bar
in the top left of the screen.
Type in your search terms, whether it's the product,
variant, vendor name,
or any relevant identifying information,
and you will see a list of products that match your search.
The new global search also shows any related orders
or customers in the other tabs.
Tapping on the item opens the list of product variants.
From here, tapping the product again
adds that product to the cart.
If you tap view details, you see additional information
about that product, including its price,
inventory quantities, description,
and other organizational information.
From this screen, you can also tap the add to cart button
to add this product to the cart.
If your products have barcodes attached to them,
you can add these products to the cart
by scanning the barcode using the 1D or 2D
Bluetooth barcode scanners
available in the Shopify Hardware Store.
Or by using the POS device camera.
Tap the barcode icon in the search bar
at the top of the home screen to launch the camera.
Then point the camera at the barcode to scan the product.
Once you've scanned the product,
the item displays along the bottom of the screen.
You can tap the view details for more product information,
or you can tap add to cart to add the product to the cart.
Now that you've added a product or two,
you can add a customer.
Adding a customer isn't required, but if you do,
the order can give you a better understanding
of how your customers interact with your store.
This can help you take advantage
of marketing opportunities in the future.
To add a customer to the cart,
use the add customer smart grid tile,
or tap more actions, and then tap add customer.
From here, search for any existing customers
in the search bar, or tap new customer
to add new customer details.
When you search for a customer,
your previous customers with information
relevant to your search terms
are displayed in a list below.
Once you find the customer you're looking for,
tap on their name to add them to the cart.
You can also tap on view details
to see more information about them,
like their order history, contact information,
customer tags, or any additional notes.
From here, tap add to cart to add this customer to the cart.
If you're creating a new customer,
the first name of the customer is a required field.
But it's also helpful to ask for their email address
or phone number, as well.
There are also fields for company, address,
or additional notes if you want to remember
these details about your customer.
Back on the home screen,
there are two different ways to add discounts to the cart.
The first is for a specific item in the cart,
which is called a line item discount.
Or you can add a discount to the entire cart.
To issue a discount to an individual line item,
tap the item in the cart that you'd like to discount,
then tap apply discount.
There are three options for what kind of discount
you wish to offer,
either a dollar amount, a percentage amount,
or a price override.
The price override button allows you to quickly set
a new price that you would like to offer for the customer.
For example, if a product price is 25 dollars,
but you'd like to change the price to 15,
you can simply type in the new price
in the override section.
Another option is to apply a discount
to all line items in the cart, at the same time.
For this example, we have two items in the cart,
and we want to apply a discount to the subtotal.
Tap more actions in the top right corner,
and then tap add discount.
Three discount options are dollar amount,
percentage amount, or discount code.
A discount code is either a preset percentage
or dollar discount that you create
in the discount section of the Shopify admin.
These can be used by customers both online and in store.
To learn how to create discount codes,
watch the video linked above.
After you've added the products,
customer information, or discount codes,
it's time to begin the checkout process.
Tap the checkout button
in the bottom right corner of the screen.
You're now presented with all the payment types
that you've previously enabled in Shopify POS,
including cash, gift card, Shopify payments,
or any custom payment types you've added.
Tap a payment type to begin the payment process.
In this example, we're selecting cash,
and have the option to choose between suggested cash amounts
or to type in another amount.
Selecting one of the suggested cash options
automatically completes the checkout,
and displays the change due from the cash.
Once the checkout is complete,
you'll see your receipt options.
Email and text receipts are always displayed.
Or if you have a receipt printer
connected to your Shopify POS,
you also see options for printed or gift receipts.
After your transaction is complete, tap done.
The transaction is now complete,
and you'll be taken back to the home screen.
That's it.
You've now learned how to complete a basic checkout,
including adding customer information
and discounts to the cart.
If you'd like to learn more about using
the all new Shopify POS app,
subscribe now for more videos like this.
And if you have any questions,
comment below or contact us directly
at help.shopify.com/questions.
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