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Shopify POS setup & integration

A better day at the counter.

Less searching. Smoother checkout. We set up Shopify POS around your people, locations and systems, so the technology helps the sale along.

Plan my POS setup
Shopify & Shopify POSERP / CRM connectionsStores, warehouses & wholesale

A familiar face. A fuller picture.

When a shopper chooses a digital receipt and shares their details, their purchase can join the customer record. Your team has more context for the next visit.

Illustrative store experience

Harbor SupplyCustomer chose to share
Alex Morgan12 orders · Customer profile
Today’s visitCanvas Daypack + 2 Trail Bottles$198.88
Digital receiptalex@example.com
Online and in-store purchasesOne customer record

Availability depends on your plan, country, permissions and POS version. Customer recognition uses eligible Shopify Payments transactions and the shopper’s choice to share.

Inventory you can trust

Count it once.
Keep everyone in sync.

Schedule counts by location, scan barcodes or enter quantities, then review the differences. Give your warehouse and store teams a clear record of what changed.

Illustrative POS stock count with Trail Bottles and Canvas Daypacks, showing staff counts and quantities awaiting review
Store count example, adapted from Shopify’s POS workflow.
Warehouse stock countDemo · Halifax
Trail BottleTerracotta · TB-01
12
Canvas DaypackMoss · CD-02
8
Wool Trail SocksStone · WS-03
6
Recorded stock26 units

Try changing a quantity. This demo does not update inventory.

  1. 01 · PlanChoose the location, products and counting window.
  2. 02 · CountScan or enter quantities in admin, or POS at Pro locations.
  3. 03 · ReviewApprove differences and retain the adjustment history.

POS stock counts require POS Pro at the location. Shopify stock-count requirements

Ready for the whole shift.

Configure the everyday details before opening day. Test the edge cases while there’s still time to fix them.

Find it while they’re asking.

Search products, customers, orders, collections and drafts. Match supplier barcodes to the right variant, with smart-grid shortcuts for the work your team repeats.

Keep every fulfilment option close.

Support pickup, shipping and local delivery with clear stock by location. Connect the store to your warehouse and ERP when the operation needs more.

Make the next shift seamless.

Keep recent carts available across POS devices. Attribute sales to associates and review refunds, discounts and drawer activity with staff context.

Access that fits the role.

Manage seasonal staff, locate devices and revoke access when needed. Give each person the permissions their work requires.

Recognizable everywhere.

Keep receipts on brand, make store locations discoverable and carry customer context across visits.

Explore AI discovery

Ready for trade customers, too.

Add a B2B portal with account pricing, payment terms and freight workflows alongside your retail business.

Explore B2B
What do you set up for Shopify POS?

We map locations, products, inventory ownership, staff permissions, hardware and checkout workflows. Then we connect the store to your existing systems, rehearse the cutover and train the people who use it.

Can we keep our existing ERP or CRM?

Yes, when the required APIs and permissions are available. We agree which system owns inventory, prices, customer details and order status, then scope the sync and exception handling. A logo alone does not guarantee a ready-made connector.

Does Shopify POS recognize customers automatically?

Eligible Shopify Payments purchases can offer a known shopper a digital receipt without asking them to type their details again. The shopper chooses to share those details. Marketing consent is a separate choice, and recognition does not make every shopper a subscriber.

Which stock-count features need POS Pro?

Counts can be created and reviewed in Shopify admin. Performing those counts in the POS app requires a POS Pro subscription at that location. Staff permissions and the current app version also matter. A manager reviews differences before inventory changes are applied.

What about devices, staff access and regional payments?

We scope device visibility, access revocation, connectivity checks and staff roles around your stores. Organization-level roles require Shopify Plus. Payment methods depend on the country, Shopify Payments eligibility and supported hardware, so we confirm them for each location.

Inspiration and platform updates: Shopify Fall ’26 Editions. Demo screens show example products and data.

Make your next store day easier.

Tell us how you sell today. We’ll help map a practical next step for your stores and systems.