Set up your online store with Shopify’s POS system in 8 simple steps
Cloud-based models of POS systems are taking over the landscape of point of sale systems. These systems are offering various advantages to businesses and creating a great experience for businesses and customers alike.
Shopify allows you to build an online store with its point of sale system, allowing you to take advantage of all its benefits. The procedure for setting up your online store on Shopify with its POS system is very simple.
Let’s go through the different steps by which you can get started on setting up your online store using Shopify’s POS system.
Step-By-Step Guide To Setting Up Your Online Store With Shopify’s POS System
- First, you need to perform certain administrative tasks ahead of adding your products to the store. Begin by doing the initial setup so that the address of your store, your email address, and other basic settings for your store are all updated. Shopify will guide you as to where and how you can manage your account as well as provide information on billing. At this point, you may also want to add separate accounts for your staff so as to protect your information.
- Next, you need to download the Shopify POS app. Try to understand how the Shopify POS app works and how the different screens on the app operate. You will also need to configure your settings on the Shopify POS app. Shopify typically works with iPhone 5 or higher, iPad Gen. 2 or higher, iPad or iPhone with iOS 9.3 or higher, iPad Mini with iOS 9.3 or higher and Android devices version 5.0 or higher.
- Once you have added the Shopify POS app, it’s time to add products and set up your online store. Using your Shopify POS app or Shopify Admin, add your products to the store with images so that it is easier for your customers to browse products on your store. You can then configure your taxes and then categorize your products into collections. Next, set the availability of your point of sale system. Also, stock your products according to your Shopify POS locations. At this point, you will also have to start becoming acquainted with the product inventory as well as transfers so that you can easily track all the products in your store.
- The next step is to configure your taxes. Given that the sales tax rules vary across different locations, it is important to ensure that you are abiding by the rules and regulations for taxes in your given region. You can start on this by understanding the procedure for setting up your taxes. To charge taxes on the basis of your physical location, you need to first set your store’s location in your Shopify admin. Then you should set up the taxes for the physical location of your store. Now, you may assign the said location to the device that you may be using to fulfill all your transactions. You can also keep track of your taxes by using accounting apps that are available in the Shopify App Store.
- Set up your payment provider so that you can accept your payments securely and easily. You may opt for Shopify’s own payment provider or go for third-party payment providers. You only need to activate the mode of payment you want to offer.
- Now, you need to set up your POS hardware. Shopify allows you to avail their card reading facility on an iPhone or iPad as a part of the monthly plan. Find and purchase your hardware. Configure your wifi to connect it to your Shopify store and install it to ensure that it’s working.
- Once you have added the POS hardware and put the payments setting in place, you can go ahead and test out your POS system. You can do this by making refund on an order, or updating an order or accepting partial payment. The idea is to test your system to check if it operates smoothly when your orders start pouring in.
- Now that you have set up your payments provider, added the required POS hardware and successfully tested it all, it is time to start promoting your online store. Let people know about your store and build a buzz around it. You can head to the Shopify blog to refer to the guides on how you can market your content to promote your online store. Some of the blogs that will be helpful and relevant to you include – ‘ Inspiring E-commerce Examples Of Social Media Done Right ‘ and ‘Embedded POS Apps’. There are various other sources on the blog such as the Shopify Community that you can use to gather more knowledge.