Knowledgebase

The Shoppi POS (Point of Sale) app is an essential tool for seamlessly integrating your in-store and online sales, providing you with a unified platform to manage transactions, inventory, and customer interactions. Whether you operate from a physical location or sell on the go, the Shoppi POS app helps you streamline your operations and offer a smooth checkout experience. Here’s how to install and set up the Shoppi POS app:

Step 1: Download the Shoppi Pay POS App

1. Access the App Store:

   • Visit shoppipos.com to download the Shoppi POS app directly, or go to your device’s app store:
     • iOS Users: Open the App Store and search for "Shoppi POS."
     • Android Users: Open the Google Play Store and search for "Shoppi POS."

2. Install the App:

   • Click the Install button to download the Shoppi POS app onto your device. The app is lightweight and installs quickly.

Step 2: Log in with Your Shoppi Credentials

1. Open the App:

   • Once installed, open the Shoppi POS app on your device.

2. Enter Your Credentials:

   • Use the same credentials (email and password) that you used to create your Shoppi account. This ensures that all your data, including products, inventory, and customer information, is synced across both your online store and your POS system.

3. Verify Your Account:

   • After entering your credentials, the app will prompt you to verify your account. Follow the on-screen instructions to complete this step.

Step 3: Set Up Your POS Hardware

1. Connect Hardware Devices:

   • If you are using a physical POS setup, connect the necessary hardware, such as:
     • Receipt Printer: Connect via Bluetooth, USB, or Wi-Fi.
     • Barcode Scanner: Pair with your device to easily scan product codes.
     • Cash Drawer: Set up with the receipt printer for automatic opening.

2. Configure Payment Methods:

   • Tap2Pay and Simple Hardware Terminal:
     • Shoppi POS supports Tap2Pay for contactless payments, which is especially useful for customers who prefer paying with digital wallets or contactless cards.
     • If you have a compatible Shoppi Hardware Terminal, set it up following the app's instructions to start accepting payments immediately.
   • On-the-Go Payments:
     • If you don’t have a fixed location, you can use the Shoppi POS app on your smartphone or tablet to process payments anywhere—perfect for mobile businesses, pop-up shops, or events.

3. Customize Your Checkout Settings:

   • Navigate to the Settings menu in the app to customize your checkout options. Here, you can set up payment methods (credit cards, PayPal, Shoppi Pay), apply taxes, and configure receipt printing preferences.

Step 4: Sync Your Products and Inventory

1. Automatic Sync:

   • Once logged in, the Shoppi POS app will automatically sync with your Shoppi online store. This sync includes:
     • Product Listings: All products from your online store will be available in the POS system.
     • Inventory Levels: Inventory will be updated in real-time, ensuring that you never oversell or run out of stock.
     • Customer Information: Access customer profiles, purchase history, and loyalty points directly from the POS app.

2. Manual Sync (Optional):

   • If needed, you can manually sync products and inventory by going to the Sync option in the app settings. This is useful if you’ve made recent changes online and want to update the POS system immediately.

Step 5: Test the System

1. Run Test Transactions:

   • Perform a few test transactions to ensure that everything is working correctly:
     • Process a test sale using different payment methods (cash, credit card, Tap2Pay).
     • Print a test receipt to confirm that your printer is correctly set up.
     • Check that the inventory levels are updated accurately after each sale.

2. Verify Customer Experience:

   • Go through the entire checkout process as if you were a customer. Make sure that all steps are intuitive and smooth, from product selection to payment completion.

Step 6: Go Live and Start Selling

1. Launch Your POS System:
   • Once everything is set up and tested, you are ready to go live. Use the Shoppi POS app to handle all in-store and on-the-go transactions.
2. Monitor Sales and Inventory in Real-Time:
   • With the Shoppi POS app, you can track sales and inventory levels in real-time, whether you are at your physical store or on the move.

Benefits of Using the Shoppi Pay POS App

• Unified Sales Channels: Manage both online and offline sales from a single platform, ensuring consistency and efficiency.
• Enhanced Customer Experience: Offer a seamless checkout process, whether in-store or on the go, with options like Tap2Pay.
• Real-Time Data: Access real-time data on sales, inventory, and customer behavior, allowing you to make data-driven decisions.
• Flexibility and Mobility: The Shoppi POS app works anywhere—perfect for businesses with multiple locations or mobile setups.

By installing and setting up the Shoppi POS app, you ensure that your business is equipped to handle sales efficiently, provide excellent customer service, and grow with the help of integrated online and offline sales management tools.

Feel free to get started with the Shoppi POS app today and take your business operations to the next level!