Shipping orders to customers with Shopify POS
Your customers might want their order to be delivered to their address during the checkout process on Shopify POS. You can do this by shipping your customers' orders directly from Shopify POS.
Your retail staff members that create shipping orders from the POS should have the following permissions in their POS role set to Allowed:
- Checkout > Ship to customer
- Customers > Add customers > Manage customers
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Considerations for shipping orders to customers with Shopify POS
Before shipping orders to customers using Shopify POS, review the following considerations to ensure a smooth shipping process:
Set up
- You need to complete your shipping settings in your Shopify admin. If your shipping settings are incomplete, then you won't be able to ship orders using Shopify POS.
- Your POS device must be connected to the internet to process a shipping order. You can't complete the order if you lose your internet connection. If you're unable to reconnect, then you need to cancel the transaction and try again when your POS device reconnects to the internet.
Phone number format
- When entering a phone number for the shipping address, include the country code, for example, +81 for Japan. If you don't include the country code, then an Invalid Phone Number error displays.
Items in a shipping order
- All items in a shipping order are marked as unfulfilled when the order is placed in person.
- Hiding out of stock products in your Shopify admin doesn't apply to Shopify POS. Staff can continue selling products when available inventory reaches zero and below. Shopify POS warns staff before they sell an item that it's not available. If the inventory for any of the products added to your cart is out of stock, then an error message displays mentioning that the product is out of stock.
- You can include items to be shipped and items to be carried out in the same cart. Learn more about ship and carry out in Shopify POS.
Inventory deductions
- Shipping orders deduct inventory based on your set fulfillment priority.
- Shipping orders don't deduct inventory from locations that are set to prevent fulfillment of online orders.
Ship an entire order to the customer's address
To ship an entire order to a customer's address using Shopify POS, follow these steps.
Steps:
From Shopify POS, add items to the cart, and then tap Checkout.
In the Shopify POS cart, tap Add customer:
- To create a new customer, tap Add new customer, enter the customer's contact information, and then tap Add customer.
- To search for an existing customer, type their name in the Search customers field, and then select the customer that the order is for.
In the Shopify POS cart, tap Add shipping address:
- If the customer has a shipping address on their customer profile, then select the customer's shipping address from the list, and then tap Save.
- If the customer doesn't have a shipping address on their customer profile, then tap Add shipping address, and then enter the customer's shipping address into the fields.
In the Shopify POS cart, tap Shipping method to confirm or select the shipping method that you want to use for the order:
- To choose a shipping rate, tap the preferred shipping method from the available list. 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 you configure) display. If no available rates display, then there are no applicable rates available. You can add new rates from the Shipping and delivery settings page of your Shopify admin.
- To enter a custom shipping rate, tap Custom shipping rate, enter the shipping amount, and then tap Done.
Tap Checkout, select the payment method, and then process the payment.
Choose a method of providing the order receipt to the customer.
Tap Done to complete the order.
The order is initially marked as unfulfilled and can now be fulfilled. If you want to fulfill the order using Shopify POS, then you can use Ship from store to fulfill the order.
Add a smart grid tile to ship all items
If you use the shipping action frequently, then you can set up a shortcut to this feature on your home screen by adding a tile for it.
Steps:
From Shopify POS, tap Add tile within the smart grid.
Tap Action, and then tap Ship all items.
Tap Done.