Hi, I’m Taylor and I work on the point of sale team here at Shopify.
If you want to get a deeper understanding of Shopify point of sale, you’ve come to
the right place.
We’ll review capabilities like the smart grid and global search that allow you to customize
your point of sale for your retail store workflow, enhanced retail permissions that give staff
access to only the things they need and features like buy online, pickup in store that create
a seamless experience everywhere your brand lives.
I’m going to hand it over to Jahmal, Retail Solutions Engineer, to go over the powerful
and intuitive features in Shopify POS. Over to you Jahmal!
Thanks Taylor! Hi everyone, I’m Jahmal. The first area we’ll focus on is how Shopify
POS streamlines store management
When you open the Shopify POS app, you see the login screen. Each staff member can choose
a unique login pin. The login pins help you track the order and cash register activity
of your staff members.
After you log in to the POS app you can see: The name of the staff member who is logged
in Connectivity status
And a menu to navigate to other areas of the app
This group of rectangular tiles is called the Smart Grid. Simply tap a tile to complete
an action. From the Smart Grid, you can customize actions that best suit your retail workflows
to improve staff efficiency and serve customers faster. To create a new tile, click “add
tile”.
From here you can add Actions, Apps, Product Collections, Discounts, Links to websites
like your online store, or specific products.
We’re adding a tile to keep track of notes on a customer order.
You can move tiles around to better suit your workflow.
If you like, you can also change the color of the tiles to give staff visual cues and
navigate the Smart grid faster.
The Smart Grid also adapts to cart actions. Right now, you see that many of the tiles
in the Smart Grid are greyed out to remove visual clutter. After a product is added to
the cart, actionable tiles light up.
You can also check the status of your connectivity and hardware right from the home screen.
From here, you can manage connected devices. Shopify offers a wide range of POS hardware
that are fully integrated with the POS, like card readers, receipt printers, and barcode
scanners.
Now, let’s take a look at staff permissions.
At a glance you can see a list of staff and their assigned roles.
Staff profiles include their contact details, assigned role and unique pin to access the
POS.
Each role has unique permissions to complete POS actions and access data. In the Shopify
Admin you can create custom roles like a keyholder, store manager, store associate or whatever
suits your business.
Next, let’s take a look at how Shopify POS helps you convert online and in-store traffic
into sales. To avoid shipping fees and get products faster, local customers can place
online orders for local pickup.
By adding the tile View pickup orders on your POS app, you and your staff can see incoming
pick-up orders.
From here, you can quickly see which orders need to be prepared and which orders are packed
and ready for pick up.
Click an unfulfilled order to see the order details so you can start packing the items
for pickup.
After you package and label the order, send the customer a notification to let them know
it’s ready for pickup.
When the customer arrives, staff can mark the order as picked-up. It’s that easy!
Another great way to make sales is by giving your customers the option to buy in store
and ship directly to their home. This is particularly useful if you don’t have all of your inventory
in the same location.
Here, we have a customer that’s looking for a black, medium, short sleeve t-shirt,
but can’t find it in the retail store.
We look up the product and confirm that it’s available to ship from another location. We
add it to the cart. The customer can check out in-store and have the product shipped
to their home.
Here, we’ve added the tile Ship to customer in the Smart Grid for quick access. We tap
the tile to start the buy in store, ship to home checkout.
The next step is to enter the customer’s shipping address.
The shipping costs are automatically calculated based on where the item will ship from and
where it’s going. The rates you see here are the same ones you set in the Shopify admin
for online orders.
You can complete the checkout and send the customer the receipt. All of the new information
you collected is now part of the customer's profile, including the item that they purchased.
Sometimes, even if your items are in stock, a customer who comes to your store might not
be ready to make a purchase.
If they found an item that they really like, you can add it to the cart and offer to send
it to them in an email so they can buy it online when it’s convenient.
You can even add a custom message to your email.
These are just some of the ways that Shopify POS helps you make more sales.
Now that we’ve covered how to make sales, let’s discuss how to capture customer information
and keep them coming back to your store.
In Shopify POS, you can create new customer profiles before or after a transaction is
complete.
The more a customer shops at your store, the more information is added to their customer
profiles. Customer information helps staff provide more personalized service. When you
look up a profile, you can easily see valuable customer information - like how long someone
has been a customer, total number of orders, and even the total amount spent in your stores.
You can also see the customer’s full order history, including online orders. Even if
a customer made a purchase online, you can look up their order to process a refund, exchange,
or look up the size and color of the item for a recommendation.
Customer profiles also include contact information, shipping addresses, and any notes from previous
interactions.
From the profile, you can also adjust whether a customer accepts marketing or is tax exempt.
Every business is unique when it comes to providing a great loyalty program to its customers.
In the Shopify app store, you can choose a loyalty program app that’s right for your
business. You can even add it as a tile in your Smart Grid for quick access.
Then, when products and customers are added to the cart, the app’s tile populates with
details about available rewards.
This makes it easy to offer rewards to loyal customers whether they shop online or in person.
Now you know about key features in Shopify POS. To learn more about getting started with
Shopify POS and the features we discussed today, subscribe now for our POS playlist.
If you have any questions, then comment below or visit help.shopify.com for more information.