Shopify POS allows you to sell your products in person right
from your iOS or Android devices. It will allow you to track your orders, inventory,
and other sales channels all from the app.
1.
Configure Basic
Admin Settings
a.
Complete initial setup (Enter basic information
regarding your store)
b.
Know where to manage your account settings
c.
Add Staffing Accounts
2.
Download the
Shopify POS App
a.
Found on your device’s respective app store, you can read up on what the Shopify POS app's benefits and features here as well
3.
Add/Organize
your products and items within the Resale Global software
a.
Within the Resale Global software, you can enter
your inventory by following these steps:
i.
Visit app.resaleglobal.com/app/admin/host
1.
Log in with the same username and password that
was used to register your account
ii.
On the left, Click on Incoming Inventory
iii.
Click ‘Create New Inventory’ or select a batch
of items that is already been created
iv.
On the ‘Actions’ button, click the button and
press ‘Received Items’
v. From
there, you may add all your items by filling out all the necessary fields
4.
Configure your Taxes
Having sales taxes is a very important part of your Shopify store, there are
many important aspects to factor in when implementing sales taxes.
a.
Charge taxes based on your physical location
b.
Keep track of your taxes
For more information on Shopify and their Sales Tax
implementation please refer to this article: https://help.shopify.com/en/manual/taxes
5.
Make sure your
customers can pay you
Customers need a safe and secure method to pay you for the items that they want
to purchase. Shopify offers its users a payment provider and it can support
third-party payment providers.
6.
Order/Set Up
your POS Hardware
Making sure you get the necessary equipment
to meet your point-of-sale needs is a crucial step to getting your store up and
running. Shopify offers many different plans that will support different pieces
of hardware:
·
All monthly plans allow for credit card payments
with your iPhone or iPad using a card reader
·
Higher Shopify plans will allow for more
technology such as; cash registers or receipt printers
To set up your POS Hardware:
1.
Plan out what hardware you are going to need
o
You do not want to spend money on unnecessary
hardware
2.
Find out where you can purchase your hardware
o
There are some country restrictions on some
hardware that Shopify offers
3.
Configure your Wi-Fi network so your hardware
can connect to Shopify
4.
Install your hardware
7.
Place some test
orders
Creating test orders can ensure that
everything is working properly when it comes time to take payment from your
customers. You can test these types of transactions:
·
Partial Payments
·
Refunds
·
Marking orders as ‘Fulfilled’
·
Updating Orders
8.
Promote your store
online
Once your store is ready to open, promoting
your store to the public is the last piece of the puzzle! Shopify has many
guidelines and blogs to help you get started on promoting your site: