Skip to main content

How to Configure Shopify's Point of Sale for Seamless In-Person Exchange Process

Casey Moore
Updated

1. Overview

WeSupply integrates with Shopify’s Point of Sale (POS) system to provide a smooth in-person exchange process. By configuring this integration, you can ensure that customers returning products in-store can easily exchange them for other items, while keeping order records accurate and updated in both Shopify and WeSupply.

This guide walks you through setting up Shopify POS to work seamlessly with WeSupply for in-person exchanges.

 

2. Pre-requisites

Before configuring Shopify POS for exchanges, make sure you have:

  • A Shopify store connected to WeSupply.
  • Shopify POS installed and active for your retail locations.
  • Products and inventory synced between your Shopify online store and POS.
  • Admin access to both Shopify and WeSupply accounts.

 

3. Step-by-Step Instructions

Step 1: Access Point of Sale Settings

  1. Begin by navigating to the "Sales Channels" section in your Shopify dashboard and select "Point of Sale".

 

Step 2: Configure Staff Permissions

  1. Head to Settings ➝ Users and permissions ➝ Add Staff.
  2. Add the staff that has access to the POS app.
    1. For each user, a PIN is automatically set (this can be changed) - this is important as it will be later used to log into the app.

 

Step 3: Install WeSupply App

  1. Head to the Shopify app marketplace and install the WeSupply app. If it is already installed, skip this step.

 

Step 4: Set Up WeSupply Account

  1. In your WeSupply account, go to Settings ➝ Users and permissions ➝ Create a user account.
  2. This has to be done for each staff member who was added to Shopify.

 

Step 5: Accept WeSupply Invitation

  1. Accept the invitation received via email, which will redirect you to the WeSupply account. Log out, then create a password for your user.
  2. This password is required for logging into the POS dashboard from the mobile app.

 

Step 6: Access POS View on WeSupply

  1. To access the POS view in WeSupply, add "-pos" to your account's URL. Example:
    https://yourclientname.labs.wesupply.xyz/fed92645b4f4627d55e231/admin-view/dashboard-pos

 

Step 7: Log in to Shopify POS App

  1. Upon initial login, you need to use the username and password from your Shopify login.
  2. Subsequent login attempts will require the PIN associated with the user.

 

Step 8: Select Store and Location

  1. Choose the appropriate store and location associated with your user.

 

Step 9: Allow App Permissions

  1. Enable all app permissions as required.

 

Step 10: Access WeSupply Dashboard in Shopify POS App

  1. Once logged in, select Add tile ➝ Link.
  2. Add the URL of your WeSupply store with "-pos" at the end.
  3. Provide a title and click Save.

 

Step 11: Save changes

  1. Return to the main dashboard and click Save once more.

 

Step 12: Log in to WeSupply via Shopify POS App

  1. Click on the tile and log in using the credentials saved in step 5.
  2. This is necessary only for the first login from the app.

 

4. Examples / Best Practices

  • Train store staff: Ensure employees understand how to process exchanges through POS instead of refunds, to keep records consistent.
  • Inventory visibility: Always confirm that replacement products are in stock at the POS location.
  • Unified experience: Use WeSupply notifications to keep customers updated, even for in-store exchanges, ensuring consistency across online and offline experiences.
  • Receipts & confirmations: Always provide the customer with a receipt showing the exchange details.

 

5. Troubleshooting / FAQ

Q: Why doesn’t the exchange show up in WeSupply?
A: Ensure the Shopify POS transaction was completed as an Exchange and not a Refund. Refunds may not sync as exchanges.

Q: Can I process a partial refund and exchange in the same transaction?
A: Yes. Shopify POS supports combining refunds and exchanges, and WeSupply will record both accordingly.

Q: Do customers receive notifications for in-person exchanges?
A: Yes, if configured in WeSupply. Make sure your notification templates for exchanges are enabled.

Q: What if the replacement item costs more?
A: Shopify POS will prompt for additional payment. This is reflected in both Shopify and WeSupply order records.

 

By following these steps, you can configure Shopify POS to handle in-person exchanges smoothly, ensuring a unified customer experience and accurate order tracking across systems.

Related articles

Comments

0 comments

Article is closed for comments.