Getting started with Shopify POS

Get the most out of your Shopify POS for your business. Follow the lessons below to get started and find quick tips and tutorials to support your setup. We're here to help you every step of the way.

Store manager works on Shopify POS in a retail store.

Lesson 1

Getting started

Welcome to Shopify POS. Follow the quick start guide in your Point of Sale channel to set yourself up for success in the coming lessons.

Launch the quick start guide

Step 1

Follow the quick start guide

  • Download the POS app for iOS or Android
  • Assign products to POS
  • Run a test transaction on POS
  • Explore POS subscriptions
Launch the quick start guide

Lesson 2

Inventory

Skip manual reconciling between in-store and online inventory systems. Then keep the right products on your shelves with Pro features from Stocky by Shopify.

Step 1

Add products to POS

Want to learn more?Check out the products video

Step 2

Get familiar with StockyPro

Want to learn more?Check out the Stocky video

Lesson 3

Shopify POS app

Tour the app and customize Shopify POS to speed up your most common workflows. The Shopify POS app is available for iOS and Android devices.

Step 1

Get familiar with Shopify POS

Want to learn more?Check out the Shopify POS tour

Lesson 4

Hardware

Set up Shopify POS to record payments from an external terminal and order compatible accessories.

Step 1

Accept payments with an external terminal

Step 2

Buy compatible hardware accessories

Lesson 5

Omnichannel selling

Inventory is stocked, the POS app is set up, and hardware is ready to go. Now, level up with omnichannel features that let you offer the flexible shopping options that customers are looking for.

Step 1

Set up gift cards

Want to learn more?Check out the gift card video

Step 2

Set up email carts

Step 3

Set up local pickupPro

Want to learn more?Check out the local pickup video

Step 4

Set up local deliveryPro

Step 5

Set up ship to customerPro

Want to learn more?Check out the ship to customer video

Step 6

Learn to refund or exchange ordersPro

Want to learn more?Check out the returns video

Lesson 6

工作人员

Empower your staff with the right tools for every task, like daily store duties, building customer relationships, and more.

Step 1

Create custom staff rolesPro

Step 2

添加新的POS员工Pro

Want to learn more?Check out the POS staff video

Step 3

Track staff salesPro

Step 4

Explore tools for staff management

Lesson 7

Marketing and customers

In this final lesson, you’ll learn to capture contact information in-store and drive repeat purchases with the tools to personalize and incentivize.

Step 1

Create customer profiles

Want to learn more?Check out the customers video

Step 2

Create segments for email marketing

Step 3

Get familiar with POS-embedded apps

Want to learn more?Check out the apps video

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Dig deeper into these POS topics

A store manager works on Shopify POS in their store.

Migration

Learn more about transferring your data and making the switch.

Download the migration kit

POS pricing

Explore POS subscriptions and find the right fit for your business.

Compare POS subscriptions

工作人员management

病重n Shopify POS into your all-in-one staff management solution.

Read more on the blog

Advanced inventory

Learn how Shopify’s inventory tools keep up with complex operations.

Go to the Stocky by Shopify video

Explore more for Shopify POS

工作人员training videos

View common workflows in POS in our staff training video series.

Watch videos on YouTube

Apps for Shopify POS

Extend the features and functionality of your POS with apps.

View apps for POS

Shopify Help Center

Find step-by-step instructions to your POS questions.

Visit the Shopify Help Center

24/7 support

We’re here for all the questions. Even the hard ones.

Contact us