Know the till.
Serve the floor.

1. Wake the iPad. Shopify POS shows the PIN pad.
2. Tap your name if a staff list is shown, then key in your PIN.
3. You land on the smart grid — the POS home screen. You're now trading as you.

Tap the lock screen icon in Shopify POS. That returns the iPad to the PIN pad without logging the device out of the store. Do this every time you leave the counter — a tea break, a fitting room run, a stockroom trip.

Before anyone can use a PIN, a user with Shopify admin access and the POS device setup permission has to sign the device in.

1. On the POS login screen, tap Log in.
2. Tap Log in manually.
3. Enter the admin email address and password, then tap Log in.
4. Enter the two-factor authentication code.
5. Select the correct store and the correct location. Getting the location wrong means stock moves off the wrong shop.
6. Tap the lock screen icon so staff can PIN in with their own profiles.

1. Staff on site taps Log in on the POS login screen. A code appears.
2. Staff reads the code to the manager.
3. Manager opens accounts.shopify.com/activate, enters the code and clicks Next.
4. Manager signs in with admin email and password, then confirms the login.
5. Staff on site selects the correct store and location, then taps lock screen and PINs in as themselves.

Only staff with Point of Sale permissions can log the device out. In almost every situation you should lock rather than log out — logging out means the next shift needs a manager to sign back in.

1. Tap More.
2. Tap Settings.
3. Tap Log out.

1. From Shopify POS, tap the Register icon.
2. Tap Open session.
3. In the Current amount in drawer field, enter the float you've physically counted into the drawer.
4. Optional: add a note — use it to flag anything odd, e.g. "R50 short from previous session, reported to manager".
5. Tap Done.

1. Tap the Connectivity icon.
2. Tap Data synchronization. You'll see status for Device, Locations, Products & Inventory, Staff and Store Settings.
3. Tap Refresh all, or Refresh under a single item.

Do this if prices changed overnight, a sale started, or new stock landed. It's the difference between charging the promo price and charging full whack.

1. Tap the Products icon.
2. Type the product name into the search bar, or scan the barcode with the scanner.
3. Tap the product.
4. Tap the variant — the size and colour. Check this twice. Wrong variant means wrong stock count and a return later.

1. Tap the item in the cart to open the action tray.
2. Tap − or + to change quantity.
3. Tap Remove to take it out of the cart.
4. Tap Change variant if the customer swaps size before paying.

1. From the smart grid, tap the Add custom sale tile.
2. Enter the price.
3. Optional: add a title and adjust quantity. Always write a title — "Custom sale R450" tells nobody anything three weeks later.
4. Tap Add to cart.

1. From the smart grid, tap the Custom fee tile.
2. Review the amount and tap save.

To remove it, tap the Remove fee tile.

1. Tap the Add staff to sale tile on the smart grid.
2. Select the staff member who made the sale.

Use this whenever someone else worked the floor and you're just ringing up. It's how sales get attributed properly.

If a customer needs to fetch something or a queue builds behind them, save the cart rather than losing it.

1. Tap the more actions menu (⋯) on the cart.
2. Save the cart. It appears under recent / saved carts.
3. Another staff member can pick it up and finish it.

For something the customer will pay for later — a hold, a special order — create a draft order instead.

1. Build the cart as normal.
2. Tap the more actions menu (⋯) → Send cart.
3. Enter the customer's email address. If a customer is already on the cart, their address pre-fills.
4. Optional: add a short message.
5. Tap Send.

1. From the smart grid, tap the Apply discount tile.
2. Tap Percentage, Amount, or Code.
3. Fill in the fields and tap Save.

The cart total updates and the regular retail price shows under the subtotal, so the customer can see what they saved.

1. Tap the item in the cart.
2. To discount several items, tap each one — or tap an item then Select all.
3. Tap Apply custom discount.
4. Tap Percentage or Amount.
5. Optional: use Price after discount if you've been given a final price to hit rather than a percentage.
6. Enter the discount and tap Apply.

1. Add the item to the cart.
2. Tap the item.
3. Tap the tax to remove it.

1. Tap Checkout.
2. On the Payment options screen, tap Cash. The exact order amount is filled in by default.
3. If they're not paying exact: tap one of the suggested amounts, or tap the Cash field, type what you were handed, and tap Done.
4. Tap Accept. POS calculates the change and tells you what to give back.
5. Offer the receipt, then tap Done.

1. Tap Checkout, then the card option.
2. Present the reader to the customer. Let them tap, insert or swipe themselves.
3. Wait for the approval on the POS screen — not just the reader.
4. Offer the receipt, then tap Done.

1. Tap Checkout.
2. Select the first payment method and enter the amount going onto it.
3. POS shows the remaining balance. Select the second method for the rest.
4. Complete and issue the receipt.

Common cases: gift card plus card, store credit plus cash, or two cards.

Gift cards and store credit appear as payment methods on the Select payment option screen when they're active on the store. Scan or key in the gift card, or select store credit against the customer's profile — the customer must be added to the cart first for store credit to show.

Tapping Mark unpaid processes the order as a R0.00 payment so it can be paid later. You take the outstanding payment from the Orders screen when they come back.

At the end of a sale POS asks how the customer wants their receipt — print, email, or none.

To reprint a receipt later:

1. Tap the Orders icon.
2. Tap the order.
3. Tap Receipt → Print receipt.

For a gift receipt (prices hidden): tap Orders, tap the order, tap Print gift receipt. The option only appears if a receipt printer is connected.

If the line drops, POS can still take cash and manual payments through offline checkout — that works for everyone. Accepting card payments offline is a separate feature that has to be switched on in the Shopify admin beforehand. Confirm whether it's active for this store.

1. From the cart or the smart grid, open the customer search.
2. Search by name, email address or phone number.
3. Tap the customer to attach them to the cart.

1. Search first to confirm they don't already exist.
2. Tap to add a new customer.
3. Capture first name, last name and email at minimum. Phone and address if they're happy to give them.
4. Save, and the customer attaches to the current cart.

1. Open the customer's profile in POS.
2. View their gift card information — balance and expiry.

Step 1 — start the return

1. Tap the Orders icon.
2. Find and tap the order. Search by order number, customer name or email.
3. Tap Return or exchange.
4. Tap + or − to set the quantity of each item coming back.
5. Optional: Refund tip or Refund shipping if applicable.
6. Tap Return reason and choose from the list. Confirm whether reasons are mandatory here.
7. Add a note if there's anything worth recording — damage, a repeat return, a manager approval.
8. Check Restock at this location. Leave it on for saleable stock. Turn it off for anything damaged or worn.

Step 2 — process the refund

1. Tap Refund.
2. Select the refund payment method.
3. For a partial refund, tap Edit amount top-right and enter the amount.
4. For Split refund, select the first method and its amount, tap Next, then the second method and its amount.
5. Tap Next.
6. Offer the receipt, then tap Done.

If in-store returns are enabled on the Shop channel, customers who requested a return in the Shop app arrive with a QR code. Scan it in Shopify POS to pull up the return and process it. Confirm whether this is switched on for LIFT FIT.

An unverified return refunds without reference to an order. It needs the Create unverified returns permission and it's the easiest way for the store to lose money.

1. Tap Orders and find the order — ask for the order number or the name on it.
2. Confirm the customer's identity before handing anything over.
3. Check the items against the order line by line.
4. Mark the order as picked up / fulfilled in POS.

1. Force a sync first — Connectivity → Data synchronization → Refresh all. Half of all "wrong stock" is a stale sync.
2. If it's still wrong, count the physical stock and record the number.
3. Report it to a manager with the product, variant and both numbers. Don't adjust inventory yourself unless you've been given that permission.

Do this when you can't make change, when the drawer is over the limit and needs a drop, or when cash is temporarily taken out.

1. Tap the Register icon.
2. Tap Open session — or View open session if one is already running.
3. Tap Add cash or Remove cash.
4. Enter the amount.
5. If reason codes are switched on, select the reason.
6. Tap Save.

If reason codes are active, opening the cash drawer prompts an Open drawer dialogue asking why. Pick the right one. If nothing fits, choose Other and write a proper note — "gave change for parking" is useful, "other" alone is not.

Current session: Register icon → View open session.

Past sessions: Register icon → Session history → tap the session. Tap Payment types for a breakdown, or Print for a paper copy.

1. Tap the Register icon.
2. Tap Close session.
3. Count the drawer by hand and enter the amount of cash in it. (The tap-to-count tool doesn't support rands — count and key it in.)
4. Optional: add a note. Use it for anything that explains a variance.
5. Tap the checkmark icon, then enter the float you're leaving in the drawer for tomorrow.
6. Remove the cash above that float amount and bag it for banking.
7. Review the Session complete screen. Cash counted and expected balance should match.
8. Optional: add a final note.
9. Tap Print for the cash detail and payment-type summary. Confirm whether LIFT FIT files a printed copy.

First — force a sync: Connectivity icon → Data synchronization → Refresh all.

Then — force-close the app:

1. Swipe up from the bottom edge and pause in the centre (Face ID iPad), or double-press the Home button.
2. Find Shopify POS and swipe up on it to quit.
3. Tap Shopify POS to reopen.

Your saved carts and open session survive a force-close.

1. Connectivity icon → Data synchronization.
2. Check the status for Products & Inventory.
3. Tap Refresh under it, or Refresh all.
4. Still wrong? Check the app is fully up to date — ⋯ → Support → View device information.

1. Check the reader is charged and switched on.
2. Check Bluetooth is on for the iPad.
3. Follow the on-screen connection prompts in POS.
4. Restart the reader, then the POS app.
5. As a last resort, use Manual card entry to key the card in, or take cash.

1. Check whether other devices in the centre are also offline — it may be the whole building.
2. Switch the iPad to cellular data if it has a SIM.
3. Trade on offline checkout: cash and manual payments work for everyone. Offline card payments only work if that feature was activated in advance.
4. Keep transactions simple and print receipts.
5. Once you're back online, let POS finish syncing before you close the session.

1. Tap ⋯ → Support.
2. Tap View device information.
3. If iPadOS needs updating, tap Download latest update and do that first.
4. Then check for a Shopify POS update and install it.

1. Tap ⋯ → Support.
2. Tap Report a bug.
3. Describe what happened, what you expected, and what you'd already tried.
4. Tap Send. This attaches the device logs.
5. Then contact Shopify Support — they'll have the report waiting.

If checkout, admin or payments are failing across the board, check status.shopify.com before you spend twenty minutes restarting things. If Shopify is down, switch to offline checkout and tell the manager.