Show Order Entry Guide

 

 

 

1. Start the iPad, passcode is 552005

 

 

 

2. Click the Shopify POS icon.
 ipad screen

 

 

 

3. Log into the POS app - 4 digit password can be found on bottom left corner of each iPad.

 

 

 

 

4. App is now ready - tap search bar.

 

product search

 

 

 

5. Proceed to enter Product Title or SKU for first item.

 

screenshot

 

 

 

6. Select item size to add to cart.

 

screenshot1

 

 

 

7. Tap "Go to Cart" to return to home screen.

 

cart

 

 

 

8. Repeat steps 4-7 to add additional items to order.

 

next item

 

 

 

9. Decide Your Discounts -

 

A. Do you wish to apply a discount to the entire order? Go to Step 10.

 

B. Do you wish to apply a discount to a single item? Go to Step 11.

 

 

10. Discount Entire Order
Click "Apply Discount" from Home Screen

 

circle



10a. Enter Dollar Amount of Discount, or click "Percentage (%)" tab and enter a discount percentage. 

 

cart discount select

 

 

 

10b. Under "Title" enter a discount description, then click "Save" to return to Home Screen.

 

Proceed to Step 12.

 

cart discount arrow

 

 

 

11. Discount Single Item

 

Click the Item in the checkout cart that you wish to discount.

 

item disocunt

 

 

 

11a. Click "Apply discount to item"

 

item discount red

 

 

 

11b. Enter Dollar Amount of Discount, or click "Percentage (%)" tab and enter a discount percentage.

 

item discount

 

 

 

11c. Under "Title" enter a discount description, then click "Done" or "Save" to return to Home Screen.

 

cart discount image

 

 

 

12. Product Selection is complete, add customer to order.

 

customer search image

 

 

 

13. First, search by phone number to locate customer.  You can also search by email address or last name, with less accuracy.

 

search by phone

 

 

 

14. If you are not able to find customer, click "Add new customer". Enter First Name, Last Name and Email.

 

add new cust

 

 

 

15. Add phone number, then click "Add address".

 

add address

 

 

 

16. Enter Shipping Information: First and Last Name, Company, Address, City, State, Zip. Phone. Click "Save".

 

Customer Address

 

 

STOP: Is the order under $100 and you wish to apply free shipping?

 

-Click "Apply Discount" as if you are applying a discount to the hole order.

-Instead of "Amount" or "Percentage" select the 3rd tab: "Discount Code".

-Enter the code "FREE" to apply free shipping to the order.

-Proceed with order, once you select a shipping method the cost will change to $0.

 

 

 

17. Next, click "Ship to Customer".

 

Ship to Cust image

 

 

 

18. Select Shipping Address to apply to order.

 

Select Shipping image

 

 

 

19. Select Shipping Method.

 

ship method image

 

 

 

20. Double check Order information - scroll down and make sure everything has been entered correctly prior to starting Checkout.

 

order info 1
order info 2

 

 

 

21. Click "Checkout".

 

checkout

 

 

 

22. Process Credit Card or choose alternate payment option.

 

    Chip reader         -or-          Swipe card
chip ccswipe cc

 

 

Cash

 

cash

 

 

Check

 

check

 

 

Split Payment
-enter amount, select payment method 1, process payment-

 

split 2

 

 

Split Payment
-remainder of balance populated, select payment method 2-

 

split second

 

 

 

23. Order completed, receipt will automatically print, you may either print a second copy of receipt, or email receipt.

 

-Credit Card-

 

final

 

 

-Cash w/ change due-

 

cash change

 

 

 

23. Tap "Done" to return to home screen for new order.

 

ORDER COMPLETE!