培训员工
使用下面的清单来帮助您培训员工使用 Shopify POS。您可能需要对培训内容进行更改，以满足员工和业务的需求。
员工培训清单
使用下面的清单来帮助您培训员工使用 Shopify POS。您可以使用管理人员培训清单来获取更多培训内容。
Shopify POS 功能
使用智能网格
使用全局搜索
切换用户
更改和更新设置
使用应用
库存和地点
检查产品库存
检查其他位置的库存
在没有库存的情况下销售产品
客户
搜索客户
将客户选择的产品添加到购物车
打开客户的订单历史记录
处理销售
将产品添加到购物车
扫描条码标签
进行自定义销售
添加销售人员
收发和打印收据
以电子邮件的形式发送购物车
折扣
应用折扣码
应用产品级折扣
应用购物车级折扣
应用多种产品折扣和购物车级折扣
为特定的客户应用折扣（忠诚计划）
收款
切换付款类型（分批付款）
使用外部终端
接受礼品卡并查看礼品卡余额
发货和履行
将当面销售的产品发货到客户家
为线上订单设置门店自提
查找下单位置（在线或在商店中）
管理已发货和未发货的订单
退货、换货和退款
退货
退回至礼品卡或退为商店积分
退回在线购买的产品
换货
退换订单中的多件产品
硬件
连接硬件
检查连接
管理人员培训清单
除上述培训外，商店中的管理人员可能还需要接受以下方面的培训：
访问报告
使用收银班次和现金跟踪
创建和打印当日报告
为商店制作礼品卡
打印条码
将库存分配给各个位置
重新开具收据
创建价格覆盖
分配员工权限
使用 Shopify 移动应用
Shopify商户官网原文详情：
Training your staff
Use the checklist below to help train your staff on Shopify POS. You might need to make changes to the training to suit the needs of your staff and business.
On this page
Staff training checklist
Manager training checklist
Staff training checklist
Use the following checklist to help train your staff on Shopify POS. You can use the Manager training checklist for additional training.
Shopify POS functionality
Using the smart grid
Using global search
Switching users
Changing and updating settings
Using apps
Inventory and locations
Checking product inventory
Checking inventory in other locations
Selling products when there is no inventory
Customers
Searching for customers
Adding customers to the cart
Opening a customer's order history
Processing sales
Adding products to cart
Scanning barcode labels
Making a custom sale
Adding staff to a sale
Emailing and printing receipts
Emailing carts
Discounts
Applying discount codes
Applying item-level discounts
Applying cart-level discounts
Applying multiple line item discounts with cart-level discounts
Applying discounts for specific customers (loyalty programs)
Payments
Switching between payment types (partial payments)
Using external terminals
Accepting gift cards and checking gift card balances
Shipping and fulfillment
Shipping in-person sales to a customer's home
Setting up in-store pickup for online orders
Finding where an order was placed (online or in store)
Managing fulfilled and unfulfilled sales
Returns, exchanges, and refunds
Returning items
Returning to a gift card or store credit
Returning an item that was bought online
Exchanging items
Exchanging multiple items on an order
Hardware
Connecting hardware
Checking connectivity
Manager training checklist
In addition to the training above, managers in your stores might need training in the following areas:
Accessing reports
Using register shifts and cash tracking
Creating and printing end-of-day reports
Getting gift cards for the store
Printing barcodes
Assigning inventory to locations
Reissuing receipts
Creating price overrides
Assigning staff permissions
Using the Shopify mobile app
文章内容来源：Shopify商户官方网站
