Unlock the Power of Shopify POS Lite: A Complete Overview
Table of Contents
- Introduction
- Shopify Post Plans
- Shopify Post Light Plan
- Shopify Post Pro Plan
- Features of Shopify Post Light Plan
- Shopify Post App
- Synchronization Mechanism
- Inventory Management
- Staff Management
- Checkout Process
- Products
- Customers
- Reporting and Analytics
- Setting up Shopify Post Light Plan
- Adding Sales Channel
- Adding Locations
- Customizing Receipts
- Managing Subscriptions
- App Settings
- Using Shopify Post App
- Adding Custom Tiles
- Scanning Barcodes
- Managing Orders
- Managing Customers
- Connectivity
- Conclusion
- FAQs
Shopify Post Light Plan: A Comprehensive Guide
If you're running an online store, you're probably familiar with Shopify. It's a popular e-commerce platform that allows you to create and manage your online store. But did you know that Shopify also offers a point-of-sale (POS) system called Shopify Post? In this article, we'll take a closer look at the Shopify Post Light Plan, its features, and how to set it up.
Shopify Post Plans
Before we dive into the details of the Shopify Post Light Plan, let's first take a look at the different plans available.
Shopify Post Light Plan
The Shopify Post Light Plan is a free add-on if you're already on a Shopify plan. It comes with basic features that are suitable for small businesses with basic retail needs. The main feature of the Shopify Post Light Plan is the Shopify Post app, which allows you to check your customers' orders offline and provides a synchronization mechanism between your online and offline stores.
Shopify Post Pro Plan
The Shopify Post Pro Plan is only available if you're on a Shopify Plus plan. It costs $89 per month per location and comes with advanced features that are suitable for larger businesses with more complex retail needs. The Pro Plan offers additional features such as multi-channel selling, advanced inventory management, and staff management.
Features of Shopify Post Light Plan
Now that we've covered the different plans available, let's take a closer look at the features of the Shopify Post Light Plan.
Shopify Post App
The main feature of the Shopify Post Light Plan is the Shopify Post app. It allows you to check your customers' orders offline and provides a synchronization mechanism between your online and offline stores. This means that your customers can get a holistic experience, and it makes inventory management for your products much easier.
Synchronization Mechanism
The synchronization mechanism is a key feature of the Shopify Post Light Plan. It ensures that all the orders, inventory, products, and customer information are shared between your online and offline stores. This means that your customers can get a seamless experience, and it makes inventory management for your products much easier.
Inventory Management
The Shopify Post Light Plan offers basic inventory management features. You can track your inventory levels and receive alerts when your stock is running low. This ensures that you never run out of stock and can fulfill your customers' orders on time.
Staff Management
The staff management feature allows you to manage your staff's access to the Shopify Post system. You can add staff members and assign them a PIN, which they can use to log in to the system. This ensures that only authorized staff members can access the system.
Checkout Process
The checkout process is simple and straightforward. You can accept cash, credit card, or split payments. The split payment option allows you to manage buy now, pay later transactions, but you'll need to manage the remaining balance yourself.
Products
The Shopify Post Light Plan offers basic product management features. You can add, edit, and delete products, and manage their variants. You can also scan barcodes to quickly add products to the cart.
Customers
The customer management feature allows you to manage your customers' information. You can add new customers, view their order history, and edit their information.
Reporting and Analytics
The reporting and analytics feature allows you to view your sales data and track your performance. You can view your sales by day, week, or month, and track your best-selling products.
Setting up Shopify Post Light Plan
Now that we've covered the features of the Shopify Post Light Plan, let's take a look at how to set it up.
Adding Sales Channel
To add the Shopify Post Light Plan, you need to first go to the sales channel and look for the point of sale. The process of installing the sales channel is the same as any other app. Once you've installed the app, you can add it to your dashboard.
Adding Locations
You can add multiple locations to your Shopify Post system. Each location will be counted separately, and you can enable the Light Plan or Pro Plan for each location.
Customizing Receipts
You can customize your printed receipts by adding a header and footer. However, there are limited customizations available in the Light Plan.
Managing Subscriptions
You can manage your subscriptions and add staff members to your Shopify Post system. However, do note that any staff members added will be counted towards your staff number.
App Settings
You can customize your Shopify Post app by adding custom tiles, scanning barcodes, managing orders and customers, and setting up connectivity.
Using Shopify Post App
Now that we've set up the Shopify Post Light Plan, let's take a look at how to use the Shopify Post app.
Adding Custom Tiles
You can add custom tiles to your Shopify Post app to make it easier to access certain functions. You can add third-party apps, collections, discounts, handling fees, and links to products.
Scanning Barcodes
You can use the scanner feature to scan barcodes and quickly add products to the cart. This is useful if you don't have a barcode scanner and want to use your phone camera instead.
Managing Orders
You can manage your orders and filter them by sales channel. You can view the details of each order and customize the receipt.
Managing Customers
You can manage your customers and add new customers to the system. You can view their order history and edit their information.
Connectivity
You can use the connectivity feature to connect your hardware, such as card readers and receipt printers, to your Shopify Post system.
Conclusion
The Shopify Post Light Plan is a powerful tool for small businesses with basic retail needs. It offers a synchronization mechanism between your online and offline stores, basic inventory management features, and a simple checkout process. If you're looking for a POS system for your online store, the Shopify Post Light Plan is definitely worth considering.
FAQs
Q: Is the Shopify Post Light Plan free?
A: Yes, the Shopify Post Light Plan is a free add-on if you're already on a Shopify plan.
Q: What is the difference between the Shopify Post Light Plan and the Shopify Post Pro Plan?
A: The Shopify Post Light Plan is suitable for small businesses with basic retail needs, while the Shopify Post Pro Plan is suitable for larger businesses with more complex retail needs. The Pro Plan offers advanced features such as multi-channel selling, advanced inventory management, and staff management.
Q: Can I customize my printed receipts in the Shopify Post Light Plan?
A: Yes, you can customize your printed receipts by adding a header and footer. However, there are limited customizations available in the Light Plan.
Q: Can I manage my staff's access to the Shopify Post system?
A: Yes, you can add staff members and assign them a PIN, which they can use to log in to the system. This ensures that only authorized staff members can access the system.
Q: Can I manage my customers' information in the Shopify Post Light Plan?
A: Yes, you can add new customers, view their order history, and edit their information.
