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How is Shopify POS used in daily business?

How is Shopify POS used in daily business?

in Shopify on February 2, 2021

How is Shopify POS used in daily business? As soon as you have finished with the setup, you can now use Shopify POS specifically in your stationery store or at your location. But what does the whole thing look like in concrete terms? What exactly is possible and what are the more challenges?

How is Shopify POS used in daily business?

Start of the day

At the beginning of a day, the cash book for the day must be opened and the session started. First, after opening the Shopify POS app, go to the menu item Cash book in the menu. In order to meet the legal requirements, you have to document the cash balance at the start.

This can be, for example, a starting amount of $300 in the form of various notes and coins. To simplify and speed up counting, the Shopify POS system offers a counting aid here.

Checkout process

The starting point in day-to-day business is always the tile view on the start screen. As already mentioned, all relevant and most important elements can be listed here as a tile. These can be both bestseller products and cross-sell products on offer, as well as discounts, vouchers or loyalty points. During the checkout process, products can be added manually using the tiles. Alternatively, you can scan or search.

  • Product scan or search: You can either scan the product with a barcode scanner or possibly with the iPad camera. Or you can also search for it in the app using the search field and the assigned tags.
  • Quantity: The quantity of the products can now be determined.

Add/remove customers:

So that you can later assign the orders to a specific person and so that the order history can be clearly assigned to customers both online and offline, it is advisable to link each order to its own customer profile. For new customers, you can create a new customer profile …

or assign existing customer profiles to the order:

Creating a customer profile is not absolutely necessary. Because based on our experience (and those of our surveyed Shopify retailers) it often happens that customers do not want to store their data. In day-to-day business, creating customer profiles is also time-consuming.

Discounts: Discounts can easily be set and applied, or they can also be removed again:

Checkout:

When you arrive at the checkout, you can now select the desired payment method for your: your customer: in; this can be cash or card payment but also gift vouchers. In this process, the payment is also carried out.

Order:

As soon as the payment has been successfully carried out, the order summary appears. The order number is displayed here, as well as other options for promotions. The invoice can be sent to the customer by email or an exchange or a refund can be carried out.

Exchanges and complaints

As with online shopping, exchanges and complaints can of course also occur in stationary retail.

  • The return can be made under Select item for return:
  • The amount will then be reimbursed:

So that the respective order can be found correctly in the Shopify POS app, either the details from the customer (e.g. name or email) or the order number is required. This is typically also listed on the receipt.

While the processing on the POS app itself is well presented and can be carried out quickly and easily, the documentation in the backend and especially in the daily closing presents some obstacles. There are currently still some accounting stumbling blocks waiting for Shopify retailers.

A note that is not entirely unimportant for everyday business: For refunds, it is currently only possible to transfer the amount to be refunded either via a voucher or to withdraw originally used means of payment. If, for example, a: e customer: in pays with an EC card at the time of purchase, the amount will be reimbursed accordingly to this EC card. A cash payout is not provided for in the Shopify POS system here.

End of day

At the end of the day, at the end of the day, the cash book is opened again and the session is closed. Now the amount in the cash register is counted, noted and the day is completed. For this process, a daily closing printout is created at the end:

End of day printout 1

On the one hand, it is noted here which payment methods generated how much sales in each case:

  • Cash (= cash)
    Gift Card (= voucher cards)
    Card (= card payment, no distinction is made between EC and credit cards)
  • total sales

End of day printout 2

On the other hand, the activity is shown from the start of the recording to the end:

  • Start (= cash on hand at the start of the day)
  • Remove (= cash that was withdrawn from the cash register)
  • Counted (= cash that was counted at the end of the day)
  • Stop (= cash that remains in the till after closing).

If you have any comments or requests here, please let us know at webrito.com

Conclusion

With the new Shopify POS, it has never been easier to connect the online with the offline world and create a holistic experience across the various channels. Regardless of whether it is a retail-first company that starts out of its own store or a digital-first brand that started online and now wants to grow with its own stationery stores.

Shopify POS can be the right tool by your side for further growth. The setup is quite simple and straightforward. Not least thanks to the Shopify POS hardware now available. Hope you understand How is Shopify POS used in daily business?

Categories: Shopify