The Shopify POS (Point of Sale) app is a mobile application developed by Shopify that allows retailers to sell products in-store. It integrates seamlessly with the Shopify online store, providing a unified platform to manage both online and offline sales.
We do not have access to Shopify POS initially; we need to obtain this access from the client for testing purposes. When an order is placed in the Shopify POS app, there are multiple scenarios to consider and various ways this will reflect in the (OMS).
Open the App Store:
Find and open the App Store on your iPhone or iPad.
Search for Shopify POS:
Use the search bar to find the "Shopify POS" app.
Download and Install:
Tap the download icon or "Get" button to download and install the app on your device.
Open the App:
Once installed, open the Shopify POS app from your home screen.
Open Google Play Store:
Find and open the Google Play Store on your Android device.
Search for Shopify POS:
Use the search bar to find the "Shopify POS" app.
Download and Install:
Tap "Install" to download and install the app on your device.
Open the App:
Once installed, open the Shopify POS app from your app drawer or home screen.
Enter Your Shopify Account Credentials to Log In:
Begin by entering your email address.
Then, enter your password.
Receive the Authorization Code:
After entering your email and password, you will receive an authorization code for verification.
Google Authentication App Required:
To receive the authorization code, you must have the Google Authentication app installed.
Ensure that the app is logged in with the same email address you entered in step 1.
Select Store:
After successfully entering the authorization code, you will be prompted to select a location.
Choose your Retail Store from the list.
Select a Location:
Choose a location from the available options.
Allow App Permissions:
Grant permissions for location services, cameras, notifications, and Bluetooth.
Stay Updated: Ensure your app is always updated to the latest version for the best performance and features.
By following these steps, you will successfully log in.
After the initial login, you must enter a PIN for subsequent logins. The client provides this PIN, and each time you want to log in, you need to enter it to access your Shopify POS.
Additionally, here is the link for how to place an order on Shopify POS: Shopify POS Help Center
For detailed guidance and troubleshooting, you can refer to the Shopify POS Help Center or contact Shopify support.
A draft order in Shopify is an order created manually by CSRs or store admins. This is useful in various scenarios, such as when a customer wants to place an order over the phone or in person.
This usually occurs when customers directly contact a CSR to place a new eCommerce order on their behalf or request to cancel a previous order and get a new one placed as a replacement.
Draft orders are created to test order flow from Shopify to HotWax OMS.
Make sure that draft orders are not created on production/test/dev instances, if a draft order is placed on a test or dev OMS, the associated Shopify shop should be shut down.
If specific testing needs to be conducted on UAT, draft orders can also be created there.
Open your web browser and navigate to Shopify Admin.
Enter your credentials to log in to the Shopify admin interface.
Once logged in, you'll land on the homepage.
Navigate to the Orders page to view the complete list of placed orders.
Click on the Create Order button located at the top-right corner.
This action will open a new window for order creation.
Use the product search bar to find products quickly.
Alternatively, browse products by clicking the Browse button and select based on:
Popular Products
Collections
Product Type
Tags
Vendors
If any specific product details are not provided to you. You can by default select a popular product, and a pop-up window will display parent products and variants with pricing and inventory availability.
Click the Add button to include the selected product.
In the right section under the Customer bar, use the search bar to find an existing customer.
you can create a new customer by clicking "Create a new customer" for new orders.
For new customers, a pop-up window will appear to input customer details such as first name, last name, email, shipping address, etc.
(This step is optional.)
Include notes in the designated section at the top right.
CSRs can use this section to provide insights into the reasons behind the draft order creation.
Shopify offers multiple payment options:
Mark as Paid
Click the Collect Payment dropdown button (bottom-right) to proceed.
Click on Mark as paid
Cash on Delivery (COD)
Click Payment due later to set payment terms, such as:
Due on receipt
Due on fulfillment
Within 7, 15, 30, 45, 60, or 90 days
On a fixed date
Credit Card Payments
Only accept payments via the Bogus Test Payment Gateway for hc-demo(DEMO OMS). Using any other gateway may result in Shopify suspending the store.
When entering credit card details, a pop-up will prompt you to enter the customer’s card information.
Use the following test card details:
Click the Create Order button at the bottom right to confirm and place the order.