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Manage your smart grid templates

You can create, rename, duplicate, and search smart grid templates from your Shopify admin. Smart grid templates help you organize and customize the layout of your POS devices for different locations. You can assign specific templates to individual POS locations or set a default template that applies to all new locations. This lets you maintain consistent smart grid layouts across multiple POS locations and still have the flexibility to customize layouts for specific needs.

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Create a new smart grid template

You can create a new smart grid template in the POS editor. You can create any number of smart grid templates.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid template section, click +.

  4. In the Name field, enter a name for the new smart grid template.

  5. Click Create.

Rename a smart grid template

You can rename an existing smart grid template at any time from the POS editor.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid template section, select the smart grid template that you want to rename.

  4. Click Menu > Rename.

  5. In the Name field, enter a new name for the smart grid template.

  6. Click Rename.

Duplicate a smart grid template

You can duplicate an existing smart grid template when you want to use an existing template as a starting point for customizing a new one. A duplicated template won't copy any assigned locations from the original template, so you must assign locations to the copied template manually.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid section, select the smart grid template that you want to duplicate.

  4. Click Menu > Duplicate.

  5. In the Name field, enter a name for the duplicated smart grid template.

  6. Click Create.

You can search your list of smart grid templates from the POS editor. You can search for templates based on keywords in the smart grid template name or assigned POS locations.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid section, click the smart grid template selector to display the smart grid template list.

  4. Use the Search Search or add new template field to search for smart grid templates.

Change locations assigned to a smart grid template

You can add and remove locations assigned to a smart grid template in the POS editor. If a location isn't manually assigned to another smart grid template, then it's automatically assigned to the default smart grid template. A location can be assigned to only 1 smart grid template at a time.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid section, select the smart grid template that you want to change the assignment of a location to.

  4. Next to the location assignment menu, click the Edit icon.

  5. In the Edit locations dialog, select the locations that you want to assign the smart grid to.

  6. Click Done.

  7. In the Smart grids will be replaced dialog, review the locations that you edited.

  8. Click Confirm.

Set a default smart grid template

The default smart grid template is the template used for all new locations that are created, until you assign the location to use another smart grid template. There can be only 1 default template at a time. You can change which template is set as the default at any time.

The template set as the current default displays a Default badge in the Smart grid template list of the POS editor.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid section, select the smart grid template that you want to set as the default template.

  4. Click Menu > Set as default.

Delete a smart grid template

You can delete a smart grid template at any time. Deleting a smart grid template can't be undone. Any locations currently assigned to the smart grid template revert back to use the default smart grid template.

You can't delete the default smart grid template.

Steps:

  1. From your Shopify admin, go to Point of Sale > Settings.

  2. In the Customization section, click POS app to open the POS editor.

  3. In the Smart grid section, select the smart grid template that you want to delete.

  4. Click Menu > Delete.

  5. In the Delete smart grid? dialog, click Confirm.

Next steps

After you create and manage your smart grid templates, you can edit the smart grid layout using the POS editor.