Step-by-Step Guide to Setting Up Shopify POS for Your Retail Store

Are you the owner of a retail store thinking about setting up an online store as well? Shopify POS gives you an easy solution for that. It helps your online business and your storefront to be connected.  

You can manage your customers, stock and sales numbers from one place. You can use the Shopify POS system to manage your store’s operations, no matter how big or small your business is. 

This guide will walk you through setting up Shopify POS step by step. Setting up your Shopify POS shouldn’t be hard, so let’s use these simple steps. Using this guide will make things easier and quicker. 

What Is Shopify POS? 

Shopify POS allows you to sell your products to people nearby. It functions with your Shopify online store. With one system, you can record payments, keep records of your inventory, and look after your customers. 

There are two versions: 

• Shopify POS Lite: Comes free with any Shopify plan. 

• Shopify POS Pro: Offers advanced features for in-store selling. 

Over 1.75 million businesses use Shopify. Many small shops choose it because it’s easy to use. 

Benefits of Using Shopify POS for Retail 

Here’s why using the Shopify POS system makes sense for your business:

• Sell in-store and online from the same system 

• Track inventory in real time 

• Speed up checkout with barcode scanning 

• Offer multiple payment options 

• Create customer profiles for repeat sales 

• Use one dashboard to manage everything 

According to Shopify, stores using POS Pro saw 30% more repeat customers compared to those not using it. 

Tools You Need Before You Start 

Setting up Shopify POS is simple when you have the right tools in place. Here’s everything you need before you begin: 

1. Shopify Account 

Make a Shopify account by going to shopify.com and selecting the plan that fits your business. Even the least expensive plans are adequate for new small companies. 

2. Shopify POS App 

You should install the Shopify POS app on your phone if you have an iOS or Android device. You can use this app to sell at the store, check and scan products and process payments. 

3. POS Hardware 

You’ll need essential hardware like: 

• Barcode Scanner 

• Receipt Printer 

• Card Reader 

• Cash Drawer 

Make sure all devices are compatible with the Shopify POS system. 

4. Stable Internet Connection 

To keep your sales, inventory and customer information linked between your stores, you need a stable internet connection. 

5. Retail Location in Shopify 

Under the Settings menu on Shopify, find Locations and fill in your physical store address there. It makes it easier to monitor inventory and sales for each location. 

How to Set Up Shopify POS?

Let’s look at each step of Shopify POS setup in detail:

Step 1: Create a Shopify Account 

• Go to Shopify 

• Click “Start Free Trial” 

• Add your store name and details 

• Choose a plan that fits your store size 

For small businesses, the Basic plan usually works fine. 

Step 2: Download the Shopify POS App 

• Open the App Store or Google Play 

• Search for “Shopify POS” 

• Download and install the app 

• Log in using your Shopify store login 

Step 3: Add Your Retail Store Location 

• From your Shopify admin, go to Settings > Locations 

• Click “Add Location” 

• Enter the name and address of your store 

• This helps you manage inventory per store 

Step 4: Set Up Your Products 

• In the Shopify dashboard, go to Products 

• Add product name, price, SKU, and image 

• Choose which location the product is stocked at 

• You can import in bulk using a CSV file if needed 

Retail stores with fewer than 50 products can easily do this manually. 

Step 5: Connect POS Hardware 

You can buy POS hardware from Shopify or a trusted partner. Connect: 

• Barcode Scanner: For fast checkout 

• Receipt Printer: To print bills 

• Card Reader: For credit/debit payments 

• Cash Drawer: For cash transactions 

Go to Settings > Hardware in the POS app and connect each item. 

Step 6: Customize Payment Options 

• From the POS app, go to Settings > Payments 

• Enable card, cash, and custom payments 

• You can also accept gift cards or store credit 

• Add tax rules based on your store location 

Almost 70% of U.S. shoppers prefer card or mobile payments, so set up multiple options. 

Step 7: Add Staff Accounts 

• In Shopify admin, go to Settings > Users and Permissions 

• Add staff members who will use the POS 

• Set their roles and permissions 

• This helps you track sales per employee 

If you run a small team, this keeps your system clean and organised. 

Step 8: Test Your POS Setup 

Before going live: 

• Make a test order 

• Check if the receipt prints correctly 

• Scan a product to see if it shows the right price 

• Try different payment methods 

This step avoids problems when real customers walk in. 

• Turn on your POS app at your retail store 

• Add customers to the cart during checkout 

• Accept payment and complete the sale 

• Send a receipt via email or print 

Now your Shopify POS for small businesses is ready to use! 

Bonus Tips To Run Your POS Smoothly 

Here are some extra tips to run your POS smoothly: 

• Sync online and offline inventory often 

• Use customer profiles to send special offers 

• Check daily sales reports for insights 

• Use barcode labels to speed up billing 

• Train your staff on using the POS system 

Over time, you’ll save time and make better business decisions. 

Do You Need Help? Use Shopify Integration Services 

If this setup feels confusing, you can hire a Shopify integration company. They help: 

• Set up Shopify POS for retail stores 

• Customize features based on your needs 

• Train your staff 

• Solve technical issues 

This is useful if you’re too busy or unsure about tech stuff. 

Final Thoughts

Small and medium-sized retailers can significantly benefit from Shopify POS. Integrating it is very simple, takes little time, and works properly with your store. As soon as you set it up, running your retail business becomes much easier. 

It’s time to raise your retail store’s performance with the required tools and solutions. Having Difficulties Setting Up? Trust CartCoders. CartCoders is a well-known Shopify integration company that assists businesses with setting up Shopify POS.  

CartCoders is here to assist, regardless of how many stores you have. We can manage every step of Shopify integration, offer staff training, and customize the platform. Our team also simplifies the Shopify POS setup process and prepares it for use.