Migrate your retail store

This guide outlines how to migrate your retail store to Shopify. The guide doesn't cover every step in the process of setting up a Shopify store, such as setting up your online store. Learn more about migrating your online store to Shopify with Migrating to Shopify.

You can use this retail migration guide as a starting point and as a reference resource to make sure that you don't forget any key setup tasks.

Before you get started

Review your eligibility

Only countries where Shopify Payments supports both online and in-person processing are available. Use the following list to find out if Shopify Payments is available to use with Shopify POS in the country where your business operates:

• Australia
• Belgium
• Canada
• Czech Republic
• Denmark
• Finland
• France
• Germany
• Ireland
• Italy
• Luxembourg
• Netherlands
• New Zealand
• Singapore
• Spain
• Switzerland
• United Kingdom
• United States (Shopify Payments isn't available to US territories except Puerto Rico)

When you process a POS transaction in person using Shopify Payments and a Shopify card reader, you must follow the payment rules for the country you're processing the transaction in. Learn more about country and currency compliance for selling in person.

Additional setup

This guide is primarily focused on tasks to get your retail store set up. You might want to complete some additional setup tasks to migrate your information to your new Shopify online store.

You can complete the following tasks before starting the guide:

• Import your store's content and data.
• Verify and organize your products after import.

You can also complete the following tasks to get your payments and taxes set up:

• Set up a payment provider.
• Configure your taxes.

Step 1: Install the POS sales channel in your Shopify admin

All new stores have the POS sales channel pre-installed. If you removed the POS sales channel or have reopened an old online store, then install Point of Sale from the Shopify App Store.

Step 2: Choose your POS subscription

You can choose a POS app subscription for each location depending on your needs.

Compare included in-person selling features with POS Pro

For businesses that mainly sell at markets, fairs, or pop-ups, the in-person selling features included with your paid plan are recommended. For businesses with retail locations or who sell more often in person, POS Pro is recommended.

There are 2 Shopify POS feature sets to fit your retail needs:

• The in-person selling features that are available to all paid Shopify subscription plans, available at no extra cost.
• Shopify POS Pro, a subscription add-on available to any Shopify plan for an additional monthly cost per POS location. You can add Shopify POS Pro to specific locations to leverage the additional features only at the locations where they're required.

For more information on pricing, refer to POS pricing. For more information on features, refer to POS features.

To compare the features offered between the in-person selling features included with your Shopify paid plan and Shopify POS Pro, refer to the following table:

Manage your POS subscription for each location

If you're the account owner, then you can select your POS subscriptions by location to ensure that your stores have the subscription that best suits their needs. If you're on the Retail, Basic, Grow, or Advanced plans, then you can also choose between a monthly or yearly billing cycle. If you're on the Shopify Plus plan, then you can only choose a 30-day billing cycle.

The default in-person selling features included in your paid plan can be used with any Shopify plan at no extra cost. For an additional monthly cost per location, the Shopify POS Pro subscription plan has extra retail features for sales transactions, inventory management, sales reports, and staff management.

If you want to transfer your POS Pro subscription from one location to another, then you need to contact Shopify Support.

If you have subscribed to POS Pro and you want to uninstall the POS sales channel, then you need to downgrade all of your POS Pro locations before you uninstall the channel.

Steps:

Step 3: Log in to the Shopify POS app

Download the Shopify POS app to your phone or tablet

To download the Shopify POS app, use your device to scan the QR code for either Android or iOS for Shopify POS app from the install page, and tap Install.

Shopify POS iOS and Android device compatibility requirements

Shopify POS is available for only iOS and Android devices. It's not available for laptop or desktop computers, or Amazon Fire tablets.

Shopify POS works with devices that meet the following requirements:

Shopify POS no longer supports iOS 14 or lower. With older versions of iOS, you can continue to use the app but you can no longer update it. To take advantage of bug fixes and new features, you need to update your device to iOS 15.1 or higher. If that isn't possible, then switch to using Shopify POS on another device that is running iOS 15.1 or higher.

Log in with email

If you're a staff member with an admin username and required credentials, then you can use them to log into the Shopify POS app when you have the Access Point of Sale permissions. The store owner has all permissions by default.

Steps:

1. On the Shopify POS app login screen, tap Log in.
2. On the Shopify page, type in your admin username and password and then tap Log in.
3. If you have two-factor authentication activated for your store, then enter your authentication code.
4. Tap Log in.
5. Select the correct store and location to complete login.

You can customize the Shopify POS app settings. Learn more about Changing the Shopify POS app settings.

Step 4: Process a POS test transaction

Now that you have set up your hardware, payment methods, and you have added products, you can process a test transaction to ensure you're ready to accept payments from your customers.

Steps:

1. Add a product to the cart in one of the following ways:
   • To add a product directly from the app, tap ☰ > Products and select a product from the list. If your product has variants, then select a variant.
   • To add a product using a barcode, then scan the product's barcode.
2. Optional: To add a customer to the order, tap the Add customer smart grid tile and select your test customer.
3. Tap Checkout > Cash > Exact change.
4. Tap Email receipt, Text receipt, or Print receipt.
5. Tap Order note and enter Test transaction into the field for your personal records.
6. Tap Done.

You can view the test order on the order page by tapping ☰, Orders, and then selecting the order. You can process additional test transactions if you want to test any other settings.

When you are finished processing test transactions, you can close the tracking session.

Step 5: Order POS Hardware

Review the following table to learn more about what retail hardware you might need depending on your business type:

You can choose a variety of components for your Shopify POS system, depending on the payment methods you accept, and your business needs.

Any of the options listed allow for more than one register at a single location. There is no limit to the number of POS stations you can have at a given location.

Where to buy hardware

If you're located in the United States and have Shopify Payments activated, then you can choose hardware from Point of Sale channel > Hardware store in your Shopify admin and then checkout using the Shopify Hardware store based on your location.

You can purchase hardware from the Shopify Hardware Stores:

• Australia
• Belgium
• Canada (English)
• Canada (French)
• Denmark
• Finland
• Germany
• Ireland
• Italy
• Netherlands
• New Zealand
• Singapore
• Spain
• United Kingdom
• United States

Supported hardware

The availability for supported hardware from the Shopify hardware store varies by country. Shopify hardware provides the most optimal integration with the Shopify POS.

If you aren't located in a country with a Shopify hardware store, then refer to the supported hardware page or any of the individual hardware pages for supported model numbers and purchase hardware from a verified third-party retailer of your choice.

Step 6: Set up payment methods

Activate Shopify Payments in the POS app

You need to set up Shopify Payments for your store in your Shopify admin in order to accept credit card payments in person. After you set up Shopify Payments in your Shopify admin, you need to activate it in the Shopify POS app.

Steps:

1. From Shopify POS, tap ≡ > Settings > Payment types.
2. In the Default payment types section, verify that the Credit/Debit option displays Accepted.

(Optional) Deactivate cash payments for the Shopify POS app

By default, cash transactions are activated. If you no longer want to accept cash, then you can deactivate cash transactions. There are no additional fees or charges to the customer or to the store for cash payments.

Steps:

1. From Shopify POS, tap ≡ > Settings > Payment settings.
2. Under Other payment types, tap Cash to deactivate it.

Step 7: Set up Tap to Pay on iPhone or Android

If you don't have hardware yet, then you can set up Tap to Pay on iPhone or Android to process contactless payment card transactions on your iPhone or Android device. You can also set up Tap to Pay in the Shopify app.

Requirements for using Tap to Pay on iPhone or Android

Activate Tap to Pay on iPhone or Android

If you use Tap to Pay on iPhone, then you must have the Manage payment settings permission to activate Tap to Pay on iPhone for your store.

If you're using an Android, then Tap to Pay on Android automatically activates on compatible devices with active Shopify Payments accounts.

The first time you set up Tap to Pay on iPhone, you need to accept Apple's terms of service with your Apple ID. The Apple ID must belong to you or your business. The Apple ID can be changed later from the Apple Business Connect portal.

After you complete this first activation, Tap to Pay on iPhone is available to pair on any iPhone logged into Shopify POS under your store's account, at any of your locations.

Steps:

1. From Shopify POS, tap the icon.

2. Tap Settings > Payments, and then select Tap to Pay on iPhone

3. Tap Activate Tap to Pay, and then tap Next.

4. Verify the Apple ID and select your Apple ID:

   1. Tap Continue with This Apple ID to use your current Apple ID or tap Use a Different Apple ID to select a different Apple ID.
   2. Accept Apple's terms of service.

5. Tap Done.

Tap to Pay on iPhone activates for your store and all iPhones connected to your store are ready to accept payments.

Learn more about how to Accept payments with Tap to Pay on iPhone.

Step 8: Connect POS Hardware

Before you connect your hardware, you need to set up Shopify Payments in your admin and set up Shopify Payments in your POS app.

After you receive your hardware, you can connect it to your Shopify POS app.

Steps:

1. From Shopify POS, tap .
2. Tap Add.
3. On the Set up hardware page, tap the type of hardware that you're adding. For example, if you're adding a card reader, then tap Card reader.
4. Follow the prompts to connect your hardware.

Step 9: Customize receipts

If you have a POS Pro subscription, then you can customize the template for your printed receipts and choose how many receipts you want to print by default. You can't edit the transaction information on printed receipts.

Customize your receipts

You can add a logo, customize the header and footer, and add custom information to your receipts. You can customize receipts from the Point of sale channel in your admin in Settings > Receipt customization.

Customize logo

1. From the Receipt customization page in your POS channel, choose the POS location from the drop-down menu.
2. Click Logo Upload, and then click Add image. The image must be 400 px by 200 px.
3. Optional: Choose a logo width from the drop-down menu.
4. Click Save.

Customize header or footer

1. From the Receipt customization page in your POS channel, choose the POS location from the drop-down menu.
2. Complete either of the following steps:
   • Click Header to add a custom header to your receipts.
   • Click Footer to add a custom footer to your receipts.
3. Click Save.

Add custom information

1. From the Receipt customization page in your POS channel, choose the POS location from the drop-down menu.
2. Click the checkbox next to any of the following details to display on your receipts:
   • Show a different logo per location
   • Show location address
   • Show location phone number
   • Show total sales box
   • Show SKU
   • Show compare at price
   • Show discount code
   • Show staff attributed to sale
   • Show staff at register
   • Show order note
   • Show customer information
   • Show 1D or 2D barcode
   • Show custom QR code
3. Click Save.

Set a default number of receipt copies to print after a transaction

You can choose to have a default number of receipts printed following each successful transaction.

Steps:

1. From your Shopify admin, click Point of Sale.
2. Click Settings > Receipt customization.
3. Click Number of receipts printed.
4. Enter your custom whole number, and then click Save.

Step 10: Add POS staff

Invite users to your store from the Settings > Users page of your Shopify admin, and assign them a role with the Access Point of Sale store permission. Learn more about managing users.

To access Shopify POS using a Shopify account or login credentials, users need to have a POS role a role with the Access Point of Sale store permission.

Users with limited admin permissions, and POS-only staff can't access Shopify POS unless the store owner, organization owner, or a user with a user role that has the Set up new or updated POS devices permission logs in to Shopify POS first.

In cases where Shopify POS also uses other apps, the initial login user must also have a role with store-level permissions for those apps for the initial login. In the App permissions section , select any individual apps that are for Shopify POS.

Add access to POS for staff with admin permissions

You can allow your existing Shopify admin users to access the Point of Sale channel and POS app by adding the Access Point of Sale store permission to an existing role or create a new role for Shopify POS access.

After you assign the role to a user, the user is automatically assigned to the default POS role.

If your store is part of an organization, then you can grant access to multiple stores in your organization with the same custom role, but you still manage your POS only staff separately for each store in your organization.

Add a POS app only staff

You can add POS app only staff from the Staff screen of the Shopify POS app, or from Settings > Users in your Shopify admin. Learn more about adding POS only users.

Add POS app only staff from Shopify POS

If you're the store owner or have the Manage Point of Sale staff permission, then you can add POS app only staff directly within the Shopify POS app.

Steps:

1. From Shopify POS, tap , and then tap Staff.
2. Tap Add new staff.
3. In the Staff Information section, enter the required details.
4. In the POS App Access section, tap Edit.
5. Optional: To access the list of permissions within each role, select the role and then tap View permissions.
6. Select a role, and then tap Save.
7. Optional: If you want to create a different PIN than the default PIN, then do the following:
8. In the Security section, tap Edit.
9. Tap Generate random PIN or use the keypad to enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff knows what their PIN is.
10. Tap Save.

Add a POS app only staff from the Shopify admin

If you're the store owner or have a staff member with the Manage Point of Sale staff permission, then you can add POS app only staff from Settings > Users in your Shopify admin. You control your staff's permissions for Shopify POS by assigning them a POS role.

Steps:

1. From your Shopify admin, go to Settings > Users.

2. Click Add users.

3. Click the Point of Sale tab.

4. In the Users section, click Add users.

5. In the Add user dialog, enter the user's contact information.

6. Click Add user.

7. In the Roles section, click Assign.

8. Select a POS role.

9. Optional: If you want to create a different PIN than the default PIN, then in the PIN section, click Generate random PIN or enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff know what their PIN is.

10. Click Save.

Step 11: Inventory management

Inventory management is available to all Shopify merchants. Locations that are subscribed to Shopify POS Pro can also access inventory management workflows directly in Shopify POS.

The Stocky app has been delisted from the Shopify App Store since February 2, 2026, and is no longer available to use after August 31, 2026. To prepare for this change, refer to Migrating from Stocky to Shopify inventory management.

Shopify inventory management helps you manage your inventory with the following features:

• Adjust inventory quantities
• Manage low stock products with Shopify Flow
• Print labels with the Retail Barcode Labels app
• Fulfill and receive inventory transfers in Shopify POS
• Create and manage purchase orders
• Manage inventory transfers and shipments
• Report on your inventory

Step 12: Setup pickup in store

You can set up the option for customers to pick up their online orders at any location you choose, such as your retail location, with in-store or curbside pickup.

To do this, activate the pickup in store option for each location where customers can go to get their orders.

The shipping rate for pickup in store is set to Free and can't be changed.

Before setting up pickup in store

You need to complete the following tasks before you can offer pickup in store:

• Verify that your order routing configuration for your online orders is set up to meet your business needs.
• Stock inventory at each pickup location.
• Deactivate any pickup apps.
• Ensure that each person who is preparing items for pickup or marking orders as picked up has access to your Shopify admin.
• Update any location names so that customers can understand where to go to pick up their order.
• Let each in-store pickup location fulfill online orders.

By default, letting a location fulfill online orders also means that non-pickup online orders can take inventory from your pickup or retail locations. Make sure that you review your order routing configuration and modify it if necessary. If the Continue selling when out of stock option is selected for a product, then local pickup orders can be placed for locations without inventory.

You can also set up a location to fulfill in-store pickup orders only.

Set up the pickup in store option

You need to set up the pickup in store option for each location where customers can go to get their orders.

Setup includes activating pickup in store, choosing the expected pickup time that's displayed to your customers at checkout, and specifying any pickup instructions in the Order ready for pickup notification.

1. From your Shopify admin, go to Settings > Shipping and delivery.

2. In the Pickup in store section, click Set up or the › icon.

3. In the Your locations section, select a location that you want to set up in-store pickup for.

4. Select This location offers in-store pickup.

5. In the Expected pickup date section, select a processing time for in-store pickup from the drop-down menu. This information is displayed to your customers.

6. In the Order ready for pickup notification section, enter pickup instructions for your customers. This field replaces any customizations that you have in the email_body variable in the Ready for pickup notification template.

7. Click Save.

Display pickup availability to your customers

Some themes let you display pickup in store availability on product pages. On each product page, a pickup availability section displays whether the product is available, and the estimated time frame for pickup.

After pickup in store is activated, the product page displays whether the product is available for pickup at one or more of your pickup in store locations. This information displays only for products that are stocked at least one pickup location and have the Physical product setting activated in the Shipping section of a product variant's details.

Steps:

1. From your Shopify admin, go to Products.

2. Select a product.

3. In the Variants section, select a variant.

4. In the Shipping section, activate the Physical product setting.

5. Click Save.

If you have pickup in store activated for only one location, then the location and pickup availability is displayed for that location. Customers can click View store information to learn more about the pickup location.

If you have pickup in store activated for more than one location, then the pickup availability section displays the location and pickup availability for one of your stores. Customers can click Check availability at other stores to check the product's availability at all of your locations that have pickup activated.

Add the Home screen tile for pickup in store

If you add the tile for pickup in store to your Home screen, then you can quickly find all orders that need to be prepared for pickup or marked as picked up.

After you add the tile, it will display the number of orders that need to be prepared for pickup. You can tap the Pickup in store tile to view the orders that need your attention.

Steps:

1. From Shopify POS, tap Add tile within the smart grid.

2. Go to Fullfillment > View pickup orders.

3. Tap Add.

4. On the Home screen, tap Done.

Learn more about Pickup in store for online orders.

Step 13: Shipping for in-store customers

If you have product overselling protection activated, then you can add only in stock inventory to the ship to customer order. If the inventory for any of the products added to your cart is out-of-stock, then an error message displays mentioning that the out of stock items can't be shipped. This prevents you from placing orders that can't be fulfilled due to out of stock inventory.

The displayed rates are the applicable weight-based, price-based, or carrier calculated rates that you have set up in the Shopify admin. Only shipping rates applicable to the current cart (based on the shipping rate rules configured) will be displayed. If there aren't any available rates displayed, then there are no applicable rates available. You can add new rates from the Shipping and delivery settings page of your Shopify admin.

Steps:

1. Add all items to the cart.
2. Optional: To add your customer to the cart, complete the following steps:
   1. Tap Customers.
   2. Select your customer from the customers list.
   3. Tap Add to cart from the customer details screen.
3. On the Shopify POS app, tap More Actions and then tap Ship to customer. Alternatively, if you've added a smart grid tile for this action, then tap Ship to customer on your home screen.
4. Enter the customer's email address and phone number, and then tap Next.
5. On the Add shipping details screen, do either of the following:
   • Enter the customer's shipping details.
   • Tap a previously provided address.
6. On the Select shipping method screen, do one of the following:
   • To choose from the calculated shipping rates, tap the preferred shipping method from the available list.
   • To enter a custom shipping rate, tap Custom shipping rate, enter the shipping amount, and tap Done.
7. Tap Checkout, select the payment method, and process the payment.
8. Choose a method of providing the order receipt to the customer and tap Done.

The order is initially marked as unfulfilled and can't be fulfilled from the POS app. You need to fulfill the order in your Shopify admin when you're ready to ship the order items to the customer.

Step 14: (Optional) Set up your online store

You can continue setting up your online store with the following actions:

• Set up your shipping.
• Make your website visually appealing.
• Place some test orders.
• Set up your domain.
• Set up your SEO for success.
• Visit the Shopify app store for apps to help you manage your business.