How to setup Shopify POS system?

Written by: Hinal Ranpariya

How to setup Shopify POS system?

Shopify POS is a fantastic tool for small businesses. It's user-friendly, helps with inventory and customer management, and comes free with Shopify E-commerce accounts. Plus, it makes selling across different channels super easy!

In our tutorial, we've laid out important steps to help you set up and get the most out of the Shopify POS System in your store. Whether you're just starting your retail business or looking to improve your current in-store operations, our guide will walk you through everything you need to know to make the most of Shopify POS.

What is the POS system?

Every business relies on its Point of Sale (POS) system, which acts like its central nervous system. It's where all customer interactions, transactions, and sales are managed.

Think of it as the control center that handles inventory, streamlines operations, and ensures a smooth shopping experience for your customers.

A Point of Sale (POS) system is a mix of hardware and software that helps you handle sales, process payments, and perform various tasks vital for your ecommerce & retail business.

Nowadays, POS systems are more than just cash registers they're smart, efficient, and designed to empower businesses.

Why choose the Shopify POS system?

Shopify's POS system makes things even better by easily connecting with your online store. This creates a seamless setup where your physical store and online business work hand in hand.

When you're making a decision, it's important to choose something that will make your business run smoother and fit your specific needs. Shopify POS system has a lot of advantages that can help businesses of any size.

Let's take a look at what makes Shopify POS system a good choice:

1. Payment integrated

Shopify's payment system is super handy because it lets you accept various types of payments, like credit cards, without any hassle. With Shopify Payments, everything is integrated into one system, so you can easily handle transactions right on the spot. Plus, you don't need to bother with external payment services, which makes the whole checkout process smoother and more secure for your customers.

2. Easy to Use

The Shopify POS system is famous for its easy-to-use interface. No matter your experience level, you'll find it simple to navigate and manage your products, sales, and inventory.

3. Customer Support

Shopify puts customer service first. With their 24/7 support team, you'll always have help available for any questions or issues you encounter while using the system.

4. Store Management

With Shopify POS system, you get a range of tools to manage your store efficiently. From organizing customer information to categorizing products and tracking inventory, you can easily run your business and even create special discounts and promotions.

5. Manage Customers

In a successful retail business, keeping track of your customers is key. With Shopify POS system, you can gather and keep track of customer details like their contact info and what they buy.

This info helps you make special marketing offers, loyalty programs, and targeted deals. By knowing what your customers like and how they shop, you can build strong relationships that keep them coming back for more.

How to setup Shopify POS system

Setting up your Shopify POS system is easy and straightforward. Whether you're starting a new store or adding a physical sales channel, Shopify POS system can streamline your business operations. 

Step 1: Log in Shopify store

To get started, the first thing you need to do is sign up or log in to Shopify. If you're new to Shopify, this means setting up an online store for your business by choosing a name and customizing your store's appearance.

If you already have a point of sale system, you can seamlessly integrate it with your Shopify store.

Shopify store Log in

Also read:- How to Shopify Store Login?

Step 2: Install Shopify POS app

Now, let's move on to the next step: installing the Shopify POS app on your tablet or smartphone. You can use this app on any Android or iOS device, so you can stick with the technology you're already comfortable with for in-store sales.

POS app Installation

Step 3: Choose Hardware

Selecting the perfect POS hardware is crucial for your business. Shopify offers various hardware options such as cash drawers, receipt printers, and barcode scanners. It's essential to choose hardware that meets your store's specific needs and requirements.

Step  4: Setup Shopify store information

Share key details about your store, like where we're located, our contact number, and any other important info. This helps customers find us easily, especially when they need assistance or want to visit us.

Shopify store information Setup

Also read:- How to set up a Shopify store in few steps?

Step 5: Add product in Inventory

Adding your products to your Shopify POS system is crucial for setting up your store. You can do this manually or by importing your existing inventory from your online Shopify store. It's important to ensure that all product information, like descriptions and photos, is accurate and up to date.

Product Inventory

Step 6: Import Customers

Shopify makes it easy for you to manage your customer information and gain insights into their behavior.

To get started, head over to the "Customers" section on your Shopify dashboard. From there, you can add new customers one by one or import them in bulk.

Step 7: Create Staff profile

Setting up staff profiles is an important step for managing your Shopify POS account effectively. With this feature, you can create profiles for each employee, assign access levels, track individual performance, and enable managers to approve certain actions like adjusting taxes or applying discounts.

To begin, navigate to the "Point of Sale" option in the sidebar of your Shopify POS account. Then, select "Staff" from the drop-down menu that appears.

This will allow you to easily configure staff profiles and ensure smooth operations in your retail business.

Step 8: Payment and Tax setting

Personalize your payment options to accept various methods like credit cards and mobile payments. Also, make sure to set up your tax settings to comply with local tax laws based on your store's location.

Managing your customers and setting up payment options are essential steps in running a successful online store. Take advantage of Shopify's features to streamline these processes and better serve your customers.

Payment and Tax setting

Step 9: Test Shopify POS system

Before officially launching your Shopify POS system, it's crucial to test everything thoroughly. This means checking transactions, ensuring all hardware functions correctly, and verifying that emails and receipts are generated accurately.

Step 10: Launch Shopify POS

Once you've completed the previous steps and are confident in your system's operation, it's time to start using your Shopify POS system.

This includes managing your inventory and conducting in-person sales. With this efficient and user-friendly sales solution, you can enhance your retail experience and boost business efficiency.

By following this comprehensive guide, powered by Shopify's leading POS solution, you can effectively manage sales and take your business to new heights.


Shopify POS is a great tool for small businesses, blending online and physical stores smoothly. Following all the steps outlined for setting up and using Shopify POS can help businesses efficiently handle point-of-sale transactions, improve store management, and drive growth. At Tameta Tech, we understand the importance of Shopify POS for retail businesses and are dedicated to helping our clients make the most of it to reach their goals.

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