(upbeat music)
- Getting started with a new point of sale
system can see stressful.
Between understanding how the app works
and getting your hardware setup,
you might be wondering where to start.
Today we're taking you through a comprehensive checklist
to set up the all-new Shopify Point of Sale.
Hey everyone, it's Aly with Shopify.
If you're new to the channel,
subscribe now for videos on the all-new Point of Sale.
You can also find the related help articles
linked below for everything we touch on today.
When working with this checklist,
remember that every business is different,
so you might not need to take
every action listed in this video.
Use this checklist as a guide
and fit it to your business needs.
Now let's get started.
First, take a look at the pricing plans
listed in the description
and see what option suits your business best.
There's something for everyone,
whether you're using the POS app
occasionally at pop-up shops,
or if you're looking to create
a full, in-store retail experience.
Explore the options and features that each plan comes with
and make your selection today.
Then download the all-new POS app on an iOS device.
Currently, the all-new Shopify POS
is compatible with Apple iOS devices.
You can use an iPad or iPhone that is operating
on an iOS system of 11 or higher to use the POS app.
Next, activate the locations where
you're going to be selling in person.
Your Shopify plan determines
how many locations you can activate.
A location can be a pop-up shop,
farmers market, brick & mortar store,
or wherever your business takes you.
Now it's time to set up your Shopify Admin.
If you don't have products in your Shopify store yet,
start by adding the products that you're going to sell.
You can do this by uploading products one by one,
or if you have a large inventory,
you can upload products in bulk using a CSV file.
And if you already have products added,
make sure they are available to sell
on the POS Sales Channel
using the Product Availability section.
You can edit inventory as you add new products,
or you can edit inventory using a CSV file
or the Bulk Editor shown here.
In the AlyAthletics store, we have two locations,
one in San Francisco and one in New York.
So we use the Bulk Editor to enter
product inventory for each location.
You can also give customers the choice to buy in store
and have their products shipped to their home.
To do this, you need to have your Shipping settings
set up with shipping zones and rates.
Watch our playlist link above to learn
more about setting up your shipping profiles.
If you're planning to using a barcode scanner
to add products at check out,
then you need to add barcodes to all of your products.
You can create barcodes by using
the Retail Barcode Labels app
and printing them in bulk from your admin.
Next on the list is a thorough review of your tax settings.
Shopify uses default sales tax rates
which are updated regularly.
If you use the default tax rates,
you need to confirm that they're current
and correct for your business.
If you need to, you can override
Shopify's default tax rates.
But since taxes are different in every region,
you should check with a local tax specialist
to make sure you're setting
the appropriate tax rates for your business.
Next, you need to set up a payment gateway.
The location of your store determines what type of payments
or payment gateways are available to you.
Keep in mind that if you're planning
on using Shopify hardware, like a card reader,
then you need to enable Shopify Payments.
As a store owner, create different staff roles
like Assistant Manager or Sales Associate.
Then set permissions for each role
and assign staff members to the roles.
You can set permissions so staff members
can log in to the Shopify Admin,
or so they can only log in to the POS.
You might decide to add third-party apps
that are compatible with Shopify POS.
Consider using a customer loyalty program, like Smile,
or using an inventory management app, like Stitch Labs.
Add any POS-compatible apps
directly through your Shopify Admin.
If you plan to sell physical gift cards,
then you need to activate the Gift Card feature
in the Shopify Admin.
Then it's time to order gift cards
and other hardware for selling in person.
You can order from the Shopify Hardware Store
at hardware.shopify.com.
And depending on where you live,
you see different hardware options available for purchase.
Now let's set up the POS app.
When you first log in to the all-new Shopify POS app,
you need to set which location this POS will be used at.
This is important because any adjustments
you make in the app are saved to that particular location.
Next, you need to enable to payment types
you plan to accept payments with.
This means toggling on Shopify Payments, Cash, Gift Cards,
and creating any custom payment types if needed.
After you receive your hardware
from the Shopify Hardware Store,
you need to connect it.
Select which hardware piece you're connecting
and follow the instructions for set up.
On the Home screen, customize the Smart Grid
so you have quick access to frequent actions
like Add a customer, search Collections,
add discount codes, or whatever you and your staff need.
(upbeat music)
Now you know how to set up the all-new POS,
and the Shopify Admin, and the app itself.
Subscribe now for the next video in this series
from the Shopify Help Center.
If you have any questions, comment below
or contact us directly at help.shopify.com/questions.