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


    (本文内容根据网络资料整理,出于传递更多信息之目的,不代表连连国际赞同其观点和立场)