If you are switching from another platform to SHOPLINE, this guide will teach you how to set up your POS on SHOPLINE for you to get started with SHOPLINE POS.
Table of Contents:
- Step 1: POS Integration to SHOPLINE backend
- Step 2: Location setup
- Step 3: Product management
- Step 4: Inventory management
- POS Application Setting
Step 1: POS Integration to SHOPLINE backend
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Log in to your SHOPLINE admin, you will need first to create a SHOPLINE account.
- Once you have created a SHOPLINE account, go to SHOPLINE admin > Add POS Channel.
- Once you have added the POS Channel, it will appear under your SHOPLINE admin.
For more information on setting up POS Channel, refer here.
Step 2: Location setup
Setting up your POS location:
- From your SHOPLINE admin, go to Settings.
- Find and click on Location.
- Under available locations, click on the Default location, fill in your store address then click on Update.
- To add an additional location, click on Add location, fill in your store address then click on Update.
Step 3: Product management
There are two ways to upload products:
- Individual Product upload
- Bulk Product upload
Individual Product upload
- From your SHOPLINE admin, go to Products.
- Click on Add product, and fill in the product information.
- Before you upload your product, ensure the POS Channel is checked.
Bulk Product upload
- From your SHOPLINE admin, go to Products.
- Click on Import Products > Import Locally.
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Click on Template for bulk importing and download the template provided. Alternatively, the template can be found here.
- Once file information is filled up, upload newly created .xlsx, .xls, .csv file.
- Once you have successfully uploaded your products, bulk adds products to the available sales channel to POS.
Step 4: Inventory management
There are two ways to upload/update inventory:
- Individual Inventory upload/update
- Bulk Inventory upload/update
Individual Inventory upload/update
- From your SHOPLINE admin, go to Products > Inventory.
- Select the store location you wish to update the inventory.
- Search for the product and manually change the inventory quantity.
Bulk Inventory upload/update
- From your SHOPLINE admin, go to Products > Inventory.
- Click on Export Inventory (Select either all locations or specific location)
- After exporting your inventory file, update the necessary inventory. Head back to your inventory and import back your inventory.
Refer to the bulk upload/update inventory guide to update the necessary fields and inventory quantity.
POS Application Setting
Overview
- Choose stores or all to view sales data.
- See selected store detail.
- Daily payment collection summary (selected stores).
Staff overview
- Role management
- Add a Staff
- Staff details (Edit/Delete)
Role Management
Role management allow you to create multiple groups of users with defined authorization.
- Checkout
- add custom sale
- Apply discount
- Fulfill for customer
- Provide after-sale services to customer
- View product inventory of other stores
- Add a new customer
- Manage customers
- Product sales report
- Staff performance report
Adding a new staff
- Admin & POS or POS only (Admin affects EC staff login plan, POS only unlimited)
- Select staff (add in EC Administrator and permissions page first)
- Select store
- Select role
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Enter pin code
POS settings
- Adding tax identification number.
- Edit receipt format.
- Adding custom payment method.
- Adding an integrated payment method
- Enable rounding for payment collection.
- Express discount settings on order level or product level. Set up express discount here for easier application of discount during checkout.
- Shift and cash tracking settings. By enabling the register shift setting, it allows staff to clock in and out of work. Enable cash tracking to track the amount of cash in/out of store.
- Daily closing report.
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Customer display setting. Customise display screen contents for customers to view.
Only available for selected Sunmi T2 series.
Get in touch
SHOPLINE has a dedicated local support team for merchants looking for help with their issues and concerns. You can contact SHOPLINE support by reaching out to us through our live chat on your SHOPLINE admin, website, dropping us an email or WhatsApp our customer support with your queries.
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