Training your staff
This page was printed on Jul 25, 2023. For the current version, visit https://help.shopify.com/en/manual/sell-in-person/getting-started/staff-training.
我们e the checklist below to help train your staff on Shopify POS. You might need to make changes to the training to suit the needs of your staff and business.
Staff training checklist
我们e the following checklist to help train your staff on Shopify POS. You can use theManager training checklist
Shopify POS functionality
我们ing the smart grid
我们ing global search
切换用户
Changing and updating settings
我们ing apps
库存和位置
Checking product inventory
Checking inventory in other locations
Selling products when there is no inventory
Customers
Searching for customers
Adding customers to the cart
Opening a customer's order history
Processing sales
Adding products to cart
Scanning barcode labels
Making a custom sale
Adding staff to a sale
Emailing and printing receipts
Emailing carts
Discounts
Applying discount codes
Applying item-level discounts
Applying cart-level discounts
Applying multiple line item discounts with cart-level discounts
Applying discounts for specific customers (loyalty programs)
Payments
Switching between payment types (partial payments)
我们ing external terminals
Accepting gift cards and checking gift card balances
Shipping and fulfillment
Shipping in-person sales to a customer's home
Setting up in-store pickup for online orders
Finding where an order was placed (online or in store)
Managing fulfilled and unfulfilled sales
Returns, exchanges, and refunds
Returning items
Returning to a gift card or store credit
Returning an item that was bought online
Exchanging items
Exchanging multiple items on an order
Hardware
Connecting hardware
Checking connectivity
Manager training checklist
In addition to the training above, managers in your stores might need training in the following areas:
Accessing reports
我们ing register shifts and cash tracking
Creating and printing end-of-day reports
Getting gift cards for the store
Printing barcodes
Assigning inventory to locations
Reissuing receipts
Creating price overrides
Assigning staff permissions
我们ing the Shopify mobile app