- When you're first getting started
on the all-new Shopify point of sale app,
you may be wondering where to access
all the features you need in your day-to-day sales routine.
Today we're showing you the ultimate POS app overview
so you can quickly adapt to the new workflow.
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Hey everyone, it's D'Tanga with Shopify.
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We've got a lot of great content to cover,
so let's jump right in to the all-new Shopify POS app.
The first thing you need to do is to log in
using the pin associated with your account.
If you're not sure what your pin is,
the account owner can give it to you
or provide you with an updated pin.
Once you're logged in, you see the POS app homepage.
In the top left, you see the global search bar.
Here you can search for products, orders, and customers
across all of your locations.
Tap the search bar and type in keywords
for what you're looking for.
By typing in yoga mat, we see all the products
that we have available that have the word
yoga mat in the name or description.
You can also tap orders to see when
these products were purchased and who purchased them.
If you type a name into the search bar,
the customer information appears in the customers tab.
Tap their name to view a customer's purchase history,
how much they've spent, and their contact information.
Back in the global search bar,
you also have a built-in scanner.
Tap the barcode icon to scan barcodes
to find the product in the app quickly.
On the home screen under the search bar,
you see the smart grid.
The smart grid is made up of customizable tiles
that allow you and your staff to access specific workflows.
You can see we've added a few tiles to our grid already,
but you can add what suits your business best.
You can choose from an action,
like adding staff, a POS app like Smile, a loyalty program,
or a collection, discount,
external link, and even a product.
Type add tile, and choose what you'd like to add.
If you want to remove something,
tap and hold a tile, and then hit the X to remove it.
On the right side of the screen,
you can see the cart functions.
Here we've added a yoga mat to the cart.
You can clear the cart or click more actions
to customize the cart further.
Use the cart modifiers to add a customer,
a discount, a note, or even add staff
if you're tracking who's making sales.
From here, you can also ship an order to the customer
or send the cart to the customer by email
so they can finish their purchase online later.
In the bottom right, you see the connection status
of your hardware, Shopify admin, Bluetooth, and WiFi.
Here you see what hardware is connected,
and what its battery life is.
This makes it easy to check the connectivity
of the devices at the beginning of every shift,
or periodically throughout the day.
On the bottom of the screen, on the homepage,
you see the name of the staff member
who is currently logged in.
If you need to switch users, tap the main menu icon
to open the pop-out menu, and then tap lock screen.
From here, another staff member
can use their pin to log back in.
On the menu, you can access everything available
on the POS app, like orders, products,
your cash register, and more.
At the top of the menu, you see the location
that this app is currently set to.
If you'd like to switch locations,
tap settings, and then tap all locations.
Here you see a green check mark
beside the current location that you're logged in to.
Below this, you see a list of other locations.
Click the location that you'd like to switch to,
and then confirm you'd like to switch in the pop-up.
You'll see the new location update
with the green check mark.
Another important feature in the settings page
is the hardware set up.
Tap set up hardware, and choose the hardware you have,
then follow the on-screen instructions
to complete the set up.
Back in the menu, tap orders to see your recent orders.
You can filter orders by sale type or by location.
Back in the menu, tap customers
to see every customer who's purchased from your store
or signed up for your newsletter.
You can also filter customers by tags
on the right hand side.
Back in the menu again, tap products to see a list
of all the products in your store.
You can use the sort feature on the right
to organize a product list.
Tap menu and then register to access the cash drawer.
Back in the menu, tap staff to see a list of staff
who have access to the POS app.
You can filter by their POS role on the right.
Finally, you can tap support for access
to Shopify Support 24/7.
Be sure to check out the Shopify Help Center
for help docs on everything POS related.
Now you know the basic features
of the all-new Shopify POS app and where to find them.
For videos that go into each feature more in detail,
subscribe now.
If you have any questions, comment below
or contact the Shopify Support team
at help.shopify.com/questions.
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