SHOPLINE POS Subscription – SHOPLINE Help Center

SHOPLINE POS (Point of Sale) is a versatile sales channel for you to expand your business. Whether you're running a physical store, a market stall, or a pop-up, SHOPLINE POS seamlessly integrates with your existing online store, creating a unified view of your orders and inventory across all channels.

This guide will walk you through the features and benefits of SHOPLINE POS subscriptions, covering a detailed comparison of Pro and Lite plans, the lifecycle of your subscription, and expanding your POS access by purchasing additional registers.

POS Plan Comparison: Pro vs. Lite Features

SHOPLINE POS offers two distinct subscription plans tailored to meet your specific retail needs: Lite and Pro. For a detailed feature comparison, see the table below.

Note: For comprehensive SHOPLINE POS pricing details, visit SHOPLINE POS Pricing.

Feature	POS Lite	POS Pro
Payments and Checkout
Integrated Payment Terminal Securely process credit cards, including Mastercard and Visa to enhance your payment experience.	✔	✔
Auto-Reconciliation Experience seamless auto-reconciliation of POS order data and payments, reducing errors and saving valuable time in the process.	✔	✔
Custom Payment Types Customize payment options for cash, credit card, debit, eWallet, vouchers, coupons, and more.	✔	✔
Combined Payments Offer customers the flexibility to use various payment methods in one transaction.	✔	✔
Rounding Mechanism Ensure compliance with universal requirements by offering a rounding mechanism/cash rounding feature.	✔	✔
Omnichannel Solutions
Synchronized Data Automate loyalty campaigns tailored for the dynamic needs of busy retailers.	✔	✔
In-store Pickup Solution Empower online purchases with convenient in-store order pickup, unlocking valuable in-person upselling opportunities.	✘	✔
Store-to-Door Shipping Solution Streamline online order fulfillment by shipping directly from a retail store with accessible inventory, optimizing the shipping process.	✘	✔
Inventory Management
Inventory Tracking System Track inventory in real-time with cloud automation and data synchronization.	✔	✔
Inventory Reporting Tool Enhance analytical capabilities with detailed inventory data export. Easily update inventory counts across all locations in bulk with a single click.	✔	✔
Supplier Management Centralize supplier contacts and information for streamlined supply chain management.	✔	✔
Inventory Transfer Streamline inventory transfers between stores, simplifying the checking and receiving of inbound inventory across multiple locations.	✘	✔
Inventory Alerts Configure and receive email alerts for low inventory levels on chosen products, ensuring proactive and timely stock management.	✘	✔
Inventory Analysis Offer an advanced inventory analysis tool for data-driven decisions on targeted replenishment strategies.	✘	✔
Inventory Counts Efficiently conduct multiple inventory counts, facilitating seamless updates for both full and partial counts.	✘	✔
Inventory Purchase Retrieve purchase orders using the POS app or admin panel for precise counting and inbound inventory management.	✘	✔
Purchase Orders Ensure top-selling products with automated stock orders and customizable reorder points.	✘	✔
Purchase Suggestions Access real-time inventory data, set low stock alerts, and automatically generate purchase suggestions for timely decisions.	✘	✔
ABC Analysis Introduce a stock performance grading system for enhanced inventory control, identifying key contributors to profitability.	✘	✔
Staff Management
Staff PIN Codes Generate a distinct identification PIN for each staff member to enhance security and accountability.	✔	✔
Centralized Staff Management Manage staff roles, shift changes and registers efficiently from a centralized admin panel.	✔	✔
Staff Access Permissions Gain full oversight of staff activities by regulating access to sensitive data. Define staff roles and responsibilities on a unified panel for enhanced security.	✔	✔
Role Management and Approval Assign role permissions for viewing/editing customer data, accessing sales analytics, and applying discounts on cashiers, products, and orders.	✘	✔
Unlimited Staff Access Expand your team effortlessly with unlimited staff, each having tailored restricted permissions for flexible management.	✘	✔
Custom Role Craft and adapt staff roles to match business models and industry requirements. Pre-set permissions for quick activation of new staff roles, streamlining onboarding.	✘	✔
Cloud Reporting and Analytics
Register Shift Reports Log detailed staff orders upon POS login for calculating working time and tracking sales performance.	✔	✔
Retail Sales Dashboard Access real-time retail sales metrics from any device for up-to-date insights.	✔	✔
Retail Sales Reports Make informed decisions by comparing retail sales across products, SKUs, stores, cashiers, and salespersons.	✔	✔
Profit Margin Reports Gain comprehensive insights into products, SPUs, SKUs, and store profitability.	✔	✔
Product Sales Reports Analyze channel, SPU, and SKU sales for data-driven business decisions.	✔	✔
Discount Performance Reports Evaluate and track the effectiveness of various discount mechanics for immediate action and future promotion planning.	✔	✔
Inventory Report Monitor stock movements and turnover on a monthly basis to efficiently manage stock levels.	✔	✔
Financial Analytics View store finances, including order amounts, sales, refunds, and payments.	✔	✔
Daily Closing Sales Reports Access daily register closure summaries, historical order summaries, payment methods, and product sales categories for quick discrepancy checks.	✘	✔
Cash Tracking Track cash sources during shift changes to identify discrepancies and accurately manage cashier balances.	✘	✔
Customer
Customer Profiling Effortlessly create in-store customer profiles for efficient O2O strategy.	✔	✔
Unified Customer Database Ensure consistent customer data across all sales channels.	✔	✔
Order History Snapshot Automatically sync customer order data to the SHOPLINE admin for seamless reporting and analytics.	✔	✔
Customer Notifications Utilize email notifications from your POS to reach BOPIS (buy online, pick up in-store) orders and inform customers promptly.	✔	✔
Integrated Member System Recruit new customers and enhance revenue from existing ones through an integrated Member System.	✔	✔
Loyalty Points System Incentivize customer loyalty by rewarding them with points, encouraging repeat business.	✔	✔
Points Redemption Enable customers to redeem their accumulated points and offset them from in-store payments.	✔	✔
Multi-store Management
Centralized Admin Hub Access a unified admin panel to configure POS settings, manage locations, staff permissions, payment methods, products, inventory, receipt templates, and track total sales overview.	✔	✔
Location Expansion Effortlessly open new outlets, add warehouses, or establish pop-up stores within minutes.	✔	✔
Register Expansion Quickly enhance your point-of-sale capabilities by adding extra registers for improved customer checkout efficiency.	✔	✔
Hardware
Hardware Compatibility Utilize any Apple/Android mobile phones or tablets for seamless integration with SHOPLINE POS.	✔	✔
Dual-Screen POS Display Showcase marketing materials or conduct NPS surveys on a customer-facing display with the dual-screen POS terminal.	✔	✔
Compatible Hardware Accessories Boost SHOPLINE POS with accessories like cashiers, printers, scanners, etc. Enjoy versatile hardware compatibility with LAN, USB, Bluetooth, and Wifi connections.	✔	✔
Add-ons
Mall GTO Integration Automatically submit daily sales data to the mall to comply with regulations for streamlined reporting and integration.	✘	✔

SHOPLINE POS Subscription: Add, Renew, Upgrade

This section guides you through the lifecycle of your SHOPLINE POS store subscriptions, covering the processes of adding, renewing, and upgrading. Whether you're establishing new stores, extending services, or enhancing features, follow the steps below for efficient POS management and seamless multi-store growth.

Adding SHOPLINE POS Stores

From your SHOPLINE admin panel, go to Channel > POS > Store and click Add a store.
Select the store's location and the preferred POS plan, then click Go to payment.
Choose the payment frequency and payment method, review the bill details, and click Pay now.
After completing the payment, view the added store and its subscription information in the Store section.

Note: The location selection list is derived from SHOPLINE admin > Settings > Location. If your desired location is not available, add it in the Location section.

Renewing SHOPLINE POS Store Subscription

If you want to continue using the store subscription when it is about to expire or has expired, follow these steps to renew your plan:

From your SHOPLINE admin panel, go to Channels > POS > Store, find the store to renew, and click Renew on the right.
Select the plan and payment frequency, then click Go to payment.
Choose the payment frequency and payment method, review the bill details, and click Pay now.
After completing the payment, view the renewed store and its subscription information in the Store section.

Upgrading SHOPLINE POS Store Subscription

If you're upgrading from POS Lite to the Pro plan, follow these steps:

From your SHOPLINE admin panel, go to Channels > POS > Store, find the store to upgrade, and click Upgrade on the right.
Select the plan to update and payment frequency, then click Go to payment.
Choose the payment frequency and payment method, review the bill details, and click Pay now.
After making the deficiency payment, the store subscription will be valid for the POS Pro plan.

Notes:

Refunds or additional payments may occur based on the remaining service period of the current plan.
Downgrading from POS Pro to POS Lite is currently not supported.

Efficient POS Access: Add Registers

Your SHOPLINE POS subscription includes one free register account for a cashier. To enable simultaneous access for additional staff, you can purchase more registers. This expands your team's ability to log in to the POS app concurrently, streamlining checkout and boosting productivity.

Purchasing Additional Registers

From your SHOPLINE admin panel, go to Channels > POS > Store, locate the specific store where you want to add registers, and click Add register on the right.
Choose the number of registers and payment frequency, and click Go to payment.
Choose the payment method, review the bill details, and click Pay now.
After payment, check the quantity of purchases in the Registers tab of the Store section (displayed as A/B, where A is the occupied registers, and B is the total purchased).

Releasing a Register

If all registers are occupied when logging in to the POS app, release unnecessary accounts temporarily to improve register utilization.
3.2.0.png

Register Occupation and Release Rules

The POS system's register occupation and release logic is designed to ensure the accuracy and efficiency of checkout operations. A staff account is considered to occupy a register only if it meets both of the following criteria:

Account is logged in: The staff member must be successfully logged into the system.
Shift has started: The staff member must have started the shift by clicking the Open Register button.

The following scenarios describe situations where the occupation criteria are not met, along with the corresponding actions:

Scenario 1: Account is logged in, but shift has not started

In this case, although the staff account is logged in, it cannot perform checkout transactions.
The staff member can still use the system for non-checkout tasks, such as inventory and customer management.
To perform checkout transactions, the staff member must open a register to gain access.

Scenario 2: Shift has started, but account is logged out

If the staff member manually logs out, the register they were occupying will be released immediately.
If the account is automatically logged out due to reasons such as network interruptions or system errors, the register will be released within 10 minutes. Upon re-login, the staff member will enter a "Shift Interrupted" state. The system will automatically detect available registers.
- If a register is available, the system will automatically reconnect, allowing the staff member to resume checkout operations.
- If no register is available, the staff member can take the following actions:
  - Click the Open Register button to check for available registers.
  - Choose to end the current shift.
  - Request another staff member to release a register.

Steps to Release a Register

From your SHOPLINE admin panel, go to Channels > POS > Store. Click Register management to view details about accounts occupying cash registers.
To forcibly log out of an account, click Release on the right.

Alternatively, in the SHOPLINE POS app, instruct another staff member to go to Reconciliation to end the shift, or log out by navigating to Settings and tapping Log out account.
3.2.4.png