Shopify is a very popular e-commerce platform that not only provides online sales capabilities, but also offers a mobile endpoint of sales software called Shopify POS. The software allows store owners to manage orders, process payments and track inventory using mobile devices. In this article, we’ll explore how to manage orders with Shopify POS.
The first step is to create an order in the Shopify backend. This can be done through live sales or additions on your Shopify website. Products can be added to each order, delivery method and payment method specified. You can then open Shopify POS on your mobile device and select the order you want to process from the order list. Once you select your order, you’ll see the order’s details, including products, prices, and payment methods.
Once an order is opened on a mobile device, payment can be processed. Shopify POS supports a variety of payment methods including credit cards, cash, and gift cards. If a customer pays with a credit card, they can use Shopify POS’s built-in credit card reader to make the payment. If the customer paid with cash, the amount received needs to be entered on the mobile device and the change recorded in the system. If a customer pays with a gift card, the gift card can be scanned and the payment amount deducted from the card.
Once the payment is processed, you can select the “Complete Order” option in Shopify POS. This will mark the order as processed and remove it from the order list. If a customer requires the product to be shipped to an address, they can use the Shipping option in Shopify POS. By using this option, you can mark your order as shipped, add shipping information, and upload tracking numbers if needed.
If you need to view the details of processed orders, you can view them in the Shopify backend. Here, you can view the details of your order, including order number, payment information, and shipping information. You can also view order history and your customer’s order history. In the backend, it’s easy to manage orders, refund or cancel orders, or ship orders to customers.
Inventory management is also important when processing orders. Shopfiy POS can help track inventory and avoid selling out of stock. If you use Shopify POS to process orders, the system automatically deducts the quantity of products sold from inventory. You can use the inventory management functionality in the Shopify backend to add new products, edit existing products, and update inventory levels. Additionally, you can use the bulk editing feature to change information for multiple products at the same time, such as price and description.
Finally, Shopify POS can also provide reports and analytics to help better understand sales. In the Shopify backend, you can view sales reports, inventory reports, and profit reports. These reports can help identify popular products, the most popular payment methods, and the busiest sales times. Additionally, view analytics on metrics like basket abandonment and order completion rates to understand online and offline sales.
When using Shopify POS to manage orders, there are also some best practices and tips to help manage orders better. First, always make sure to update your inventory quantities in your Shopify admin. This will help avoid selling out-of-stock products and meet customer demand. Second, use the built-in credit card reader to ensure secure payment processing. This will help avoid fraud and illegal activity and protect the business and customers. Finally, review sales and inventory reports regularly to understand business performance and develop appropriate strategies and plans.