Step 1: Create Location and POS for the Shopify store

The first step is to create a location for each of your physical stores.

1. Create Shopify Location

2. Create POS and link POS to Shopify location

Step 2: Configure POS general settings

Start with the following settings:

• Session management to track working shifts and cash flow

• Payment Method on POS

• Barcode attribute to scan on POS

• Other settings

Step 3: Set up products in each store

The data of the product to sell on POS comes from Shopify Admin, then you have to create products first.

Also, after the product is created, you have to assign them to the right location, as on each POS you can only sell products that has been assigned to your store.

1. Create products in your store

2. Assign product inventory to each location

Step 4: Set up role, permission, and user

1. Create and manage roles

2. Create and manage POS staffs

Step 5: Set up device

The final step is to run the POS on your devices and connect your hardware.

You can access POS on:

• PC

• Mac

• iPad

Connect the following devices to the POS:

• Barcode scanner

• Cash drawer

Magestore POS on Shopify will have customers and orders data linked with your Shopify store. Therefore if you are new to Shopify, please read guide on how to manage Orders and Customer on Shopify Admin.

Step 6: Manage Orders

All the orders you create on POS will also be synced to Shopify Orders list. And you can also create orders from Shopify Admin, Storefront and manage then on Magestore POS. You can read some guides below here to begin with.

How to manage draft orders in Shopify Admin

Managing orders user guide

Step 7: Manage Customers

All the customers you create, manage, see on Magestore POS will be synced from and to Shopify Customer list. You can also manage customers on Shopify Admin - Customer list. You can read some guides below here to begin with.

How to manage customers in Shopify Admin

Managing customer user guide