Shopify POS Setup for Retail Sales

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Shopify POS Setup for Retail Sales
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Configuring Shopify POS for Retail Sales

Shopify POS is a point of sale application that synchronizes offline retail with the online store in a single system. One catalog, one inventory, one customer purchase history — regardless of where the sale was made.

POS editions

Shopify POS Lite — included in basic Shopify plans. Supports payment acceptance, basic order management, receipts. Does not support multi-user mode, offline exchange rates, advanced location reports.

Shopify POS Pro — paid add-on ($89/month per location). Adds: exchange/return without order binding, unlimited staff roles, custom print templates, shift analytics.

The choice between versions depends on the number of registers and shift management requirements.

Physical equipment

Shopify supports its own hardware (Shopify Hardware) and certified third-party devices:

Terminals and readers:

  • Shopify POS Terminal — touchscreen, built-in reader
  • Shopify Tap & Chip Card Reader — for connection to iPad/iPhone
  • Shopify Retail Stand — iPad stand with built-in reader

Peripherals:

  • Receipt printer: Star Micronics TSP143III (LAN/WiFi), Star mPOP
  • Barcode scanner: Honeywell 1900, Socket Mobile CHS 7Ci
  • Cash drawer: APG VB320

In Russia and CIS countries, using Shopify hardware readers is difficult — Shopify Payments payment infrastructure is unavailable. Payment is accepted via connected ATOL, Ingenico, or Verifone terminal with manual amount entry in POS.

Location and workplace configuration

Admin > Settings > Locations → Add location

Each sales point is a separate location. Inventory is tied to a location. When selling through POS — automatic deduction from the location to which the register is assigned.

Staff assignment:

Admin > Point of Sale > Staff → Assign to location

Roles: Owner, Manager, Staff. Pro version allows customizing permissions: e.g., forbid Staff to make returns without Manager approval.

POS app configuration

Catalog and collections — only collections marked as "Sold in retail" are displayed in POS. Configured via:

POS App → Catalog → Collections → select visible collections

Payment methods — for each location, available methods are configured:

  • Card (via terminal, manually marked in POS)
  • Cash (with automatic change calculation)
  • Custom method (transfer, installment, corporate account)

Custom payment method:

POS App → Settings → Payment types → Add custom payment type
Name: "Invoice payment"
Allow partial payment: Yes

Discounts — staff can apply:

  • Percentage discount on entire order or individual item
  • Fixed amount discount
  • Promo code from online store

Discount restriction by role (Pro only): Manager can give up to 30% discount, Staff — up to 10%.

Inventory synchronization

Key point — unified inventory management via Admin > Products > [Product] > Inventory:

Location Available Incoming transfer Outgoing transfer
Online warehouse 45
Arbat store 12 20 → (pending)
Mega mall store 7

Moving between locations — Admin > Products > Transfers. Create transfer with quantity, inventory auto-adjusts on send and receive.

When inventory is zero in a location, POS still allows sale (if oversell enabled), creating order with "awaiting fulfillment" status.

Working with offline orders

POS saves cart on network loss and syncs on reconnection. In offline mode:

  • Cash acceptance works
  • Card acceptance — no (requires internet for authorization)
  • New products and catalog updates don't load

Order parking — saving incomplete cart to return later (when customer went for wallet). In Pro — no limit on parked orders.

Receipts and documents

Receipt template configuration via POS app settings.