Shopify POS
In-store selling, returns, exchanges and assisted (staff-created) orders. POS shares the same customer, product and inventory records as the online store.
OwnersStore Manager, Retail Team
Rules that must not be broken
- Always attach a customer to the sale so loyalty points and hire history stay accurate.
- Returns must be processed against the original order — never as a negative sale.
- Exchanges are processed as return + new sale in one POS cart to keep inventory correct.
- Assisted orders (ship-to-customer) are created in POS so the sale is credited to the store.
Process: In-store sale
Scans items into POS cart
Staff · Shopify POS
Attaches customer profile
Staff · Shopify POS
Pays on terminal
Customer · Shopify Checkout
Inventory decremented at store location
System · Shopify Plus
Loyalty points awarded
System · Loyalty App
Process: Return or exchange
Looks up original order in POS
Staff · Shopify POS
Selects items and reason code
Staff · Shopify POS
Chooses refund, store credit or exchange
Staff · Shopify POS — Exchange adds the replacement item to the same cart
Stock returned to store or quarantined if damaged
System · Easy Scan
Loyalty points reversed proportionally
System · Loyalty App
Process: Assisted order (item not in store)
Creates POS cart and marks as ship-to-customer
Staff · Shopify POS
Pays in store
Customer · Shopify Checkout
Order routed to warehouse/DC
System · Order Fulfilment App
Picks, packs and ships
Warehouse · Easy Scan
Integrations
| Connects with | Direction | Data shared |
|---|---|---|
| Shopify Plus | Native | Orders, refunds, customers, store inventory |
| Order Fulfilment App | Outbound | Assisted orders and collections |
| Easy Scan | Two-way | Returned stock, transfers, cycle counts |
| Loyalty App | Two-way | Points earn, redeem and reversal |