通过 Shopify POS 当面销售

Shopify POS 应用是一种可用于销售产品的 POS 系统。

您可以使用 Shopify POS 的基本功能在几乎任何地方销售,包括实体店、市场和快闪店。使用 Shopify POS 为每位客户创建购物车。例如,您还可以通过添加或删除产品或者应用折扣修改购物车。购物车准备就绪后,可通过一系列付款方式接受付款。

Shopify POS 与 Shopify 同步,以跟踪您的零售店地点、在线商店和其他有效销售渠道中的订单和库存。您甚至还可以从应用中查看和管理您商店的订单。

将您的 Shopify POS 应用连接到其他零售硬件,例如条码扫描器或现金抽屉,以创建完整的零售商店体验。

登录 Shopify POS 应用

在您可以使用 Shopify POS 应用处理销售之前,POS 员工必须使用管理员用户名和密码登录该应用。

登录 Shopify POS

使用管理员凭据登录 Shopify POS

如果您是具有管理员用户名和凭据的员工,则可以使用它们登录 Shopify POS 应用。

步骤:

  1. 在 Shopify POS 应用登录屏幕上,点击登录

  2. 在 Shopify 页面上,键入您的管理员用户名和密码,然后点击登录

  3. 输入您的身份验证代码并点击登录

  4. 选择正确的商店及地点以完成登录。

使用二维码登录 Shopify POS

您可以生成二维码,以便没有管理员凭据的 POS 员工可以在特定地点使用 PIN 从一台设备上打开 Shopify POS 应用登录。若要生成二维码,您必须获得拥有 13 项所需管理员权限的角色。

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

生成二维码

生成二维码之前,请验证以下内容:

  • 仅限 POS 的员工拥有 POS PIN

  • 该地点有 POS Pro 订阅

步骤:

  1. 在 Shopify 后台的销售渠道部分,点击 POS > 员工

  2. 选择为其生成二维码的地点。

  3. 点击设置二维码登录

  4. 通过电子邮件发送二维码部分中,搜索要向其发送二维码的 POS 员工,然后点击通过电子邮件发送二维码

  5. 可选:如果您需要员工在同一地点登录多个设备,或者二维码已过期,请点击生成新二维码。生成新二维码不会影响之前的代码,它们仍然有效。

使用二维码登录

  1. 在 Shopify POS 登录屏幕上,点击使用二维码登录

  2. 使用设备相机扫描二维码以完成登录。

  3. 可选:如果您无法扫描二维码,请点击使用 URL,输入 URL,然后点击下一步来完成登录。

使用 PIN 访问 Shopify POS

您需要使用您的 Shopify POS PIN 才能解锁和访问 POS。如果您已使用管理员凭据登录了商店,则可以通过在 POS PIN 屏幕上使用 POS PIN 来访问 Shopify POS。

每位员工必须使用 PIN 来访问 Shopify POS。如果您是店主或拥有管理 POS 员工权限,则您可以创建和管理 PIN。

员工必须使用 PIN 来访问 Shopify POS。若要详细了解如何设置 PIN,请参阅管理 POS 员工。

Shopify商户官网原文详情:

Selling in person with Shopify POS

The Shopify POS app is a point of sale system that you can use to sell your products in person.

You can use the basic features of Shopify POS to sell almost anywhere, including brick and mortar stores, markets, and pop-up shops. Use Shopify POS to create a cart for each customer. You can also modify the cart, for example, by adding or removing products or applying a discount. When the cart is ready, you can accept payment with a range of payment methods.

Shopify POS syncs with Shopify to track your orders and inventory across your retail locations, online store, and other active sales channels. You can even view and manage your store's orders from the app.

Connect your Shopify POS app to additional retail hardware, such as a barcode scanner or a cash drawer to create a full retail store experience.

Log in to the Shopify POS app

Before you can use the Shopify POS app to process sales, a Point of Sale staff member must log in to the app with an admin username and password.

Log in to Shopify POS

Use admin credentials to log in to Shopify POS

If you're a staff member with an admin username and credentials, then you can use them to log into the Shopify POS app.

Steps:

  1. On the Shopify POS app login screen, tap Login.

  2. On the Shopify page, type in your admin username and password and then tap Log in.

  3. Enter your authentication code and tap Log in.

  4. Select the correct store and location to complete login.

Use a QR code to log in to Shopify POS

You can generate a QR code so that POS staff members who don't have admin credentials can open the Shopify POS app log in on a single device at a specific location with their PIN. To generate a QR code, you must be assigned a role that has the 13 required admin permissions allowed.

Generate a QR code

Before you generate a QR code, verify the following:

  • the POS-only staff member has a POS PIN

  • the location has a POS Pro subscription

Steps:

  1. From the Shopify admin, in the SALES CHANNELS section, click Point of Sale > Locations.

  2. Select the location that you want to generate code for.

  3. Click Set up QR code login.

  4. In the Email QR code section, search for the Point of Sale staff member who you want to send the code to, and then click Email QR code.

  5. Optional: If you need a staff member to log in to multiple devices at the same location, or if the code has expired, click Generate new QR code. Generating a new code doesn't impact previous codes, and they will still be valid.

Log in using a QR code

  1. On the Shopify POS login screen, tap Log in with QR code.

  2. Scan the QR code using your device's camera to complete login.

  3. Optional: If you cannot scan the QR code, tap Use URL, enter the URL, and tap Next to complete login.

Use a PIN to access Shopify POS

You need to to use your Shopify POS PIN in order to unlock and access the Point of Sale. If you've already logged in to your store using your admin credentials, then you can access Shopify POS by using your POS PIN on the POS PIN screen.

Every staff member must use a PIN to access Shopify POS. If you're the store owner or have the Manage Point of Sale staff permission, then you can create and manage PINs.

Staff members must use a PIN to access Shopify POS. To learn more about setting PINs, refer to Manage POS staff.

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)