Getting started with Shopify POS

How Shopify POS comes together

There are three essential parts for getting set up and running your retail business with Shopify POS.

Shopify admin interface.

Shopify admin

Set up your admin and point of sale channel to manage your entire business from one back office.

Launch onboarding 
Interface of the Shopify POS app.

Shopify POS app

Customize Shopify’s POS app to serve customers efficiently on the sales floor or on-the-go.

Download the iOS app 
Download the Android app 
Shopify POS card reader.

Shopify Hardware

Connect Shopify’s card readers to accept debit and credit cards and integrate payments with POS.

Visit the Shopify Hardware 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
  • Order POS hardware
  • 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

Step 2

Get familiar with Stocky*Pro

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

Lesson 4

Shopify Hardware

Break free from the counter with wireless hardware that integrates fully with your Shopify POS app.

*If you haven’t ordered the Wisepad 3 Card Reader yet, place your order on the Shopify Hardware store and return to this lesson when you have received your card reader.

Step 1

Connect your payment hardware*

*If you haven’t ordered the Wisepad 3 Card Reader yet, place your order on the Shopify Hardware store and return to this lesson when you have received your card reader.

Step 2

Order compatible hardware accessories

*If you haven’t ordered the Wisepad 3 Card Reader yet, place your order on the Shopify Hardware store and return to this lesson when you have received your card reader.

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

Step 2

Set up email carts

Step 3

Set up local pickupPro

Step 4

Set up local deliveryPro

Step 5

Set up ship to customerPro

Step 6

Learn to refund or exchange ordersPro

Lesson 6

Staff

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

Add new POS staffPro

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

Step 2

Create segments for email marketing

Step 3

Get familiar with POS-embedded apps

Back to top 

Explore more for Shopify POS

Staff 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