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SHOPLINE POS Setup Checklist

 

Welcome to SHOPLINE POS. Our setup checklist will navigate you through the steps to configure your POS account, including setting up your hardware, connecting to your payment provider and customizing your settings. Completing these steps ensures that your SHOPLINE POS system features work as expected, enabling you to start selling your products with ease.

 

In This Article

 


 

Installing SHOPLINE POS

Creating Your SHOPLINE Account

To set up SHOPLINE POS, you need to create your SHOPLINE account first. Then from your SHOPLINE admin, go to Apps > Go to App Store, search for and install POS.
1-1 go to app store.png

 

Download the SHOPLINE POS App on Your Device

The SHOPLINE POS app is available in App Store and Google Play. You can use relevant features after installing the app on your mobile device and tablet or desktop. The features available include inventory management, sales processing, and sales data tracking. The SHOPLINE POS app enables you to use its features across multiple devices flexibly.

 


 

Managing Locations

Adding a Location

The number of locations required for SHOPLINE POS depends on the number of inventory locations you need to manage independently.

To add a location, follow the steps below:

  1. From your SHOPLINE admin panel, click Settings and go to the Location module.
    2-1-1 settings location.png
  2. In the Location management section, click Add a location.
    2-1-2 add a location.png

 

Setting Your Default Location

Designating a default location for your POS is crucial to ensuring your business runs smoothly. By setting up a default location, you can streamline operations, ensure accurate inventory, and minimize errors.

To set up a default location for SHOPLINE POS, follow the steps below:

  1. Go to the Location module and click the Change default location button in the Default location section.
  2. In the pop-up window, select the location you need and click Save to set up or change the default location.
    2-2-2 default locatoin.png

 

For more information, refer to POS - Location Management.

 


 

Subscribing a POS Plan

Adding the SHOPLINE POS Store

When you operate more than one store and want to use the SHOPLINE POS for management, you can add store subscriptions on demand to ensure efficient and standardized business management.

From your SHOPLINE admin panel, go to the POS channel > Stores and click Add a store in the upper right corner.
3-1-1 add a store.png

 

Adding a POS Register

For simultaneous sales processing in multiple locations, you need to register a separate POS register for each location. This is because a POS register can only be used by one location at a time. Each location can support multiple POS registers.

From your SHOPLINE admin panel, go to POS > Store. Find the POS store where you want to add a POS register and click Add register.
3-2-1 add register.png

 

For more information, refer to SHOPLINE POS Subscription.

 


 

Setting Up Products

Adding products to SHOPLINE is critical for businesses selling physical goods, as SHOPLINE provides a fast and efficient way to process sales and manage inventory. SHOPLINE POS system enables merchants to scan or manually enter product information, process payment, and update inventory in a real-time manner through a single interface. For more information, refer to POS - Adding Products.

 

Adding Products Individually

If you have fewer products (generally less than 20 products), it may be more efficient to upload them individually than bulk upload.

Adding Products in Bulk

If you have many products (generally more than 20 products), bulk upload allows you to upload all of them at once.

Adding a Product with Variants

If a product has multiple variants (e.g., different sizes or colors), it may be more efficient to upload them individually than bulk upload.

Adding Multi-variant Products in Bulk

If you have many multi-variant products (e.g., different sizes or colors), bulk upload allows you to upload all of them at once.

Setting Prices Based on Location

In some cases, the same products are sold at different prices in different stores. To better manage the product prices in each store, from your SHOPLINE admin panel, you can go to POS > Settings and select Product personalization settings.
4 Product personalization settings..png

 


 

Updating Inventory

Updating inventory for individual products refers to manually adjusting the quantity of specific products. After a product is added to SHOPLINE, updating inventory is required. For more information, refer to POS - Manual Inventory Update.

  1. From your SHOPLINE admin panel, click Products > Inventory.
  2. On the inventory page, select the store location for which you want to update the inventory.
    5-2 locatin selector.png
  3. Find the product and update the inventory.

After updating the inventory, you can check your POS app to confirm the synchronization of changes.

 


 

Managing Staff

Setting up Staff Role and Permission

In SHOPLINE POS, there are three types of staff roles: Store Manager, Cashier, and Cashier (limit). You can create custom roles that suit your specific needs if you wish to modify permission settings. For more information, refer to POS - Setting User Roles and Staff Permissions.

  1. From your SHOPLINE admin panelgo to POS > Staff.
    6-1-1 staff role add.png
  2. To create a role, click Role management. On the page that opens in the new tab, click the  Create a role button.
    6-1-2 add a role.png
  3. To assign a role to your staff, click Add staff. On the next page, enter staff information, select the POS role from the drop-down list, and generate a unique pin code to access the SHOPLINE POS app.
    6-1-3 add staff.png

 

Staff Performance

For store managers, it is more convenient to view detailed staff performance reports in the SHOPLINE admin panel. You can go to POS > Report > Store performance reports > Staff performance reports. For more information, refer to POS - Viewing and Downloading the Performance Report.
6-2 staff performance report.png

 


 

Setting up Discounts

Having preset discounts in the POS system improves efficiency of applying discounts during the checkout process. By creating discounts in advance, cashiers can quickly apply discounts to specific products or orders with just a few clicks, eliminating the need for manual discount calculations. For more information, refer to POS - Discount Settings and Applications.

To set up your discounts, go to POS > Settings > Discounts.
7 settings discount.png

 


 

Setting Up Payments

SHOPLINE POS supports multiple payment methods.

  • Cash payment: a common payment method in offline transactions.
  • SHOPLINE Payments: integrated payment solution that offers diverse payment methods, including credit cards, debit cards, Apple Pay, Google Pay, e-wallets and more. Integrated payment streamlines the payment process and updates order’s payment status in real-time, reducing manual errors.
  • Third-party provider: integrate with third-party payment providers.
  • Customized payment: If your preferred payment service provider is not integrated with SHOPLINE POS, you can still process payments by adding them in Custom payment.

8 settings payments.png

 


 

Fulfilling Orders

Set Up Shipping Fees in SHOPLINE Admin Panel

From your SHOPLINE admin panel, go to Settings > Shipping and Delivery > Shipping rate settings > Zones and shipping rates to set the corresponding shipping fees. When creating a delivery order, the shipping rates will be applied automatically. For more information, refer to POS - Creating Shipping and Delivery Orders.
9 shiping rate.png

 


 

Analytics and Reports

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Daily Closing Report

The daily closing report in SHOPLINE POS enables you to customize how you receive and view sales data at the end of each day. You can print or enable the system to automatically send daily closing reports to the assigned email addresses. For more information, please refer to: POS - Shift Management.

From your SHOPLINE admin panel, go to POS  > Settings  > Shift and closing settings > Daily closing, and select the method of obtaining the daily closing report accordingly.

 

Shift Management Report

As an important feature in the POS system, POS shift settings can help to ensure accurate and efficient management of a business’s sales and transactions.

From your SHOPLINE admin panel, go to POS  > Settings  > Shift and closing settings > Shift management, and select whether to enable cash tracking to ensure that the system tracks and records the cash transactions.

 


 

POS General Settings

Setting Up Tax Number

A Tax Identification Number (TIN) is a unique identifier assigned to a business by tax authorities in the country. Including a TIN on POS receipts ensures compliance with local tax laws and regulations.

You can go to POS  > Settings > Receipts > Consumption tax number to set as required.
11-1 tax number.png

 

Note: In some jurisdictions, enterprises must include a TIN on receipts or invoices to comply with local tax laws and regulations. To determine if a TIN is required on receipts or invoices, you can consult the relevant tax agency in your country.

 

Receipt Configuration

Customizing receipt templates in your POS system is essential for brand promotion, enhancing awareness, and ensuring legal compliance. It helps create a better shopping experience for customers while elevating brand visibility. For more information, please refer to: POS - Setting Up Receipt Templates.

You can go to POS > Settings > Receipts.
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Rounding Payments

The rounding settings enable you to select a variety of rounding denominations and rules based on the currency of your country/region.

You can go to POS  > Settings > Payments > Rounding settings to set the rules for each location as required. For more information, refer to POS - Rounding Rules for Cash Payment.
11-3 rounding.png

 

Dual Screen Display

Dual display in a POS system refers to hardwares with two separate screens. Typically, one screen is used for the cashier where transactions are processed, and the other screen is used to display information to the customer, such as the transaction details, pricing, or promotional messages. SHOPLINE POS supports the customization of the following:

Standby display: help increase your brand visibility and promote specific products or promotions through slideshows or videos

Customer purchase display: allow customers to review their selections and verify the accuracy of their purchases before completing the transaction. 

You can go to POS > Settings > Customer display settings.
11-4 dual screens.png

Note: Compatible only with Sunmi T2 Series.

 

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