Overview
Shopify POS allows you to sell items both on your Shopify online store and in person at your retail stores. This guide outlines setting up a Shopify POS account, managing your Lister settings to streamline the order-pulling process, and recommended workflows for online and retail team members.
If you’ve not yet created or connected a Shopify account to Lister, click here to get started!
Want a team of experts to help you build and customize your dream Shopify store?
Click the button below to learn what Upright Services Monthly Growth Support has been doing for our clients!
Table of Contents
How to Setup a Shopify POS Store
Get started with Shopify POS by following this guide from Shopify on creating a Shopify POS Store.
Next, verify your POS location has the “Fulfill online orders from this location” option checked. This allows your stock at the store to be used to fulfill online orders.
Configuring Lister Settings For Shopify POS
Now that you’ve created a Shopify POS store, you’ll need to modify your Lister settings to optimize workflow and post items for sale at your store via Lister. The sections below outline recommended settings.
Lister Shopify Admin Settings
Click the gear icon in the top right navigation menu to go to the Admin Settings page
Click “Shopify” under the Channels header
Click “Edit Settings” next to your Shopify account
On the next page, change the following settings:
1. Resync (Pull Locations from Shopify)
This button will import all the shipping and POS locations you’ve created in Shopify into Lister and is required for posting items to Shopify via Lister. Begin by confirming the details of your locations in Shopify, then click this button.
💡Operational Tip: Any time you add, edit, or delete a location directly within Shopify, you’ll need to resync the locations to Lister via this button.
2. Fulfillment Settings
This setting controls your default pickup and shipping location.
Default Shipping Location: Set this to your online order fulfillment location
Default Pickup Location: If you offer Buy Online, Pickup in Store via Shopify Local Pickup, and only have one location where buyers will collect their online orders, select this location from the dropdown menu
💡Operational Tip: If the Default Pickup Location is left blank, you’ll need to select a location manually each time you create a listing.
3. Order Import Setting
This setting controls what orders are imported from Shopify into Lister for reporting and order fulfillment.
If you’re selling items via Shopify POS that are not available to purchase online and these items are not created via Lister, we recommend only importing orders from items that were created in Lister. This prevents Lister from importing Shopify POS orders for items listed directly in Shopify and not part of your online marketplace.
💡Operational Tip: If all items sold via Shopify POS are created and managed in Lister, or you want to track all POS sales via Lister, keep the import setting set to “All”
4. Save
Click the blue “Save” button at the bottom of the page once you’ve verified all your settings.
💡Operational Tip: For a full overview of all the settings on this page, please review our Guide to Shopify Settings.
Inventory Locations
Having an optimized inventory layout is essential for an efficient order fulfillment workflow. For Shopify POS sales, your online and retail inventory may be mixed and available for in-person shopping.
To optimize your workflow and help reduce shrinkage or misplaced inventory, we recommend creating inventory locations for your retail storefront and retail employee–only areas. The Employee-only area should be used to store online purchases until they are ready to be fulfilled in Lister.
Click here to read our guide to managing inventory locations in Lister. From there, we recommend adding additional inventory locations for your retail locations.
Example Locations:
Retail - Showcase: A locked glass display case for high-value items
Retail - Floor: General retail floor for mixed merchandise
Retail - Warehouse: Employee-only area where online orders are relocated while awaiting shipment or in-store pickup
Digital Picking Profiles
Consistently using Digital Picking in Link to pull online orders from your retail floor will help prevent double sales if an online buyer purchases an item kept on your retail floor.
Retail teams should check Link’s Pick Orders page often to see if any items need to be removed from the retail floor to prevent in-person shoppers from purchasing items that have sold online.
Create Digital Picking Profiles in Lister that only include your POS Retail inventory locations. Once created, retail teams should regularly check Link’s Pick Orders tool for sold items.
An example picking profile would include the following:
Name: “Retail Online Orders”
Channels: Shopify only
Inventory Locations: All inventory locations associated with the retail location
For more details on how to use setup and use Digital Picking in Link, please review the help guides linked below:
Order Filters
Retail and online teammates need a way to pick and ship online orders in Lister that contain items for sale in retail locations. Order filters in Lister will quickly show any of these orders.
Follow the steps below to create a custom order filter:
Click the shopping cart icon in the top right corner of Lister to navigate to the Orders page
Click the “More filters” button next to the search bar to open the filters menu on the right side of the page
Click “Channel” and ensure only Shopify is selected
Click “Payment status” and select Paid, Partially Paid, and Partially Refunded
Click “Fulfillment status” and select Partially Fulfilled, and Unfulfilled
Click “In location” and select all your inventory locations for the retail location
Click the “Save filters” button to the right of the search bar
Enter the name of the retail location in the pop-up box
Click the blue “Save filters” button in the pop-up box
Once the filter is saved, click the filter above the order search bar to only show ready-to-ship orders that contain items at your retail store.
For more details on shipping and orders, please review the help guides linked below:
Verify Shopify POS Integration
After configuring your Shopify settings in both Lister and Shopify, make a test purchase in Shopify POS by following their guide on test payments.
Important: Ensure your store is in Test Payments Mode before proceeding!
Create a test Listing in Lister, ensuring the location is set to your Retail location
Double-check your Shopify Store is in Test Payment Mode
Scan the SKU and complete a test purchase in Shopify POS
Verify the order is imported to Lister by following the steps below:
1. Navigate to the Orders Page
2. Click “All” tab at the top of the page
3. Click “More Filters”
4. Select “Shopify” from the Channels list
5. Select “Fulfilled” from the Fulfillment Status list
6. Verify the test order appears at the top of the search results
Close out of the Shopify Test Payment mode
💡Operational Tip: We recommend completing this step after your retail store has closed for the day to prevent any issues with customers attempting to complete a purchase while your store is in Test Payment Mode.
Online Posting Workflow
When listing a product available for sale via Shopify POS and online, copy the SKU from the top of the listing page and paste it to the “UPC” field in the Shopify Channel Options section. This allows the Lister SKU barcode to be scanned in the Shopify POS App at checkout to add the item to the shopping cart.
In-Store Picking Workflow
Regularly use Link to check for any online orders at your retail store
Pick Orders using Link
After picking orders, use Reshelf to change the location to your online purchases storage area until the online shipping team can collect and ship the order
💡Operational Tip: If a product is too large or heavy to move from your retail floor to your online, identify the item is sold to in-store buyers with a “Sold” tag hanging on the item.
Online Shipping Workflow
Regularly check your Retail Order Filter in Lister for any online orders at your retail store that still need to be picked or shipped
Collect your online orders from the retail storage area
Ship the orders in Lister
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday