Shopify POS Setup Guide for Small Retailers

Streamline In-Store Sales & Unify Online + Offline Operations


Why Shopify POS is a Game-Changer

  • 💳 Unified inventory management across online and in-store

  • 📱 Mobile checkout for pop-ups, markets, and events

  • 📊 Real-time analytics to track top-selling products


Step 1: Choose Your Hardware

Starter Kit ($219):

  • Card reader

  • iPad stand

  • Cash drawer

Pro Tip: Use the Shopify Tap & Chip Reader for contactless payments.


Step 2: Install Shopify POS

  1. Download the Shopify POS app (iOS/Android)

  2. Log in with your Shopify account

  3. Connect your hardware

Setup Time: ~15 minutes


Step 3: Add Products & Inventory

  1. Sync your online store inventory

  2. Add barcodes for easy scanning

  3. Organize products into collections (e.g., Summer Collection)


Step 4: Customize Checkout Settings

  • Enable gift cards and store credit

  • Set up tax profiles for in-store sales

  • Add custom receipt templates with your logo


Step 5: Train Your Team

  • Teach staff how to process returns/exchanges

  • Show them how to use customer profiles for loyalty rewards

  • Set up staff PINs for accountability


Step 6: Optimize for Omnichannel Sales

  • Enable buy online, pick up in-store (BOPIS)

  • Use local delivery options for nearby customers

  • Sync loyalty points across online and in-store


Case Study: How UrbanBakes Increased Revenue by 67%

Challenge: Disconnected online/offline sales
Solution:

  • Implemented Shopify POS

  • Added BOPIS functionality

  • Synced loyalty rewards

Result: 67% revenue growth in 6 months


Shopify POS Setup Checklist

☑️ Choose hardware (starter kit or custom setup)
☑️ Install POS app and connect devices
☑️ Sync inventory and organize products
☑️ Customize checkout and receipt settings
☑️ Train staff on key features


Need Help Setting Up Shopify POS?
Our retail experts handle hardware setup, staff training, and omnichannel optimization.
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