Shopify Cash POS Register System User Guide

Shopify POS Register Instructions

Connect to Your Network

You must connect your Shopify POS to your network through Wi-Fi. Keep in mind, you won’t be able to connect your Shopify POS to a captive portal network. A captive portal is a network that requires you to agree to terms or conditions to access the internet connection. If you have a captive portal at your location, please contact your IT support to create a dedicated Wi-Fi connection for use during the Book Fair.

To connect via Wi-Fi:

1. Turn the Shopify POS on by pressing and holding the side button until you see the Shopify logo appear on the screen.
2. Swipe up from the bottom and then enter the 6-digit pin that you received via email from I55 Customer Service
3. The device will search for available Wi-Fi networks. Select the desired network and enter the password if required. Select “Continue” and wait for the network to connect.

Verify School POS Location

1. It is very important that you verify that the register is set up for your location upon arrival.
   To do so, from the home screen tap ☰ More

2. Look at the top of the screen and make sure that BOTH the name at the top (in the example below TN 021) and the school name (in the example below 8-TN021 RIVERSIDE CHRISTIAN ACADEMY) are for your school. If they are not, please contact I55 customer service BEFORE you ring in any transactions to ensure you get credit for all your sales.

Charging the Device

1. Charge the POS Go using the included USB-C cable and wall adapter.
2. The POS Go takes 2-3 hours to charge fully using a wall adapter. After the POS Go is fully charged, its battery should last for a whole day of selling.

LED Lights on the Device (when plugged in and charging)

Green= Full Charge
Blue= Charging
LED Off= 21%-99% Charged
Yellow= 10%-20% Charged
Red=1%-9% Charged

Connectivity Issues

1. Tap ☰ More to open the POS menu, and then tap Connectivity.

2. Tap Data synchronization to display the sync status for the following store data:
   a. Device
   b. Locations
   c. Products & Inventory
   d. Staff
   e. Store Settings

3. Depending on the displayed sync status, do one of the following:

4. To sync all data, tap Refresh all.

5. To sync specific store data, tap Refresh beneath the store data you want to sync.

Use the POS to Track Your Cash (Optional)

1. From the Home screen select “More”
2. Select “Register”
3. Select “Start tracking session”
4. Enter the drawer starting amount and select “Save”
   Please Note: If the drawer is not set to $0.00 when you get to this step, you will need to zero out the previous school’s cash tracking session before starting the session for your school or your cash in hand will not match the cash expected by the POS at the  end of the fair.
   a. To do this select “View open session”
   b. Make a note of the “expected cash balance” and then select “End tracking session”
   c. Enter the amount you noted from the previous screen click the check mark and then and select “Next”
   d. Select “Next”
   e. Select “$0.00”
   f. Select “Done” then select “Close”
   g. Return to step 3 to start the cash tracking session for your school

Entering a Sales Transaction

1. Point the top of the POS device at the book barcode and press the long button on the side (both the right and left side buttons will activate the scanner).
2. Each time you scan a barcode, 1 copy of that item is added to the cart. You can also use the + and – buttons to adjust the quantity.
3. When you have finished scanning the purchase, select “Go to cart”
4. Select “Checkout”
5. Select the payment type and complete the transaction.

Adding a Customer (optional)

1. From the checkout screen select “More Actions”

2. Select “Add customer”

3. Select “Add new customer”

4. Enter customer information (only first name is required)
   Please note: if selling a gift card you MUST enter the customer’s email address

5. Select “Save” Customer name can be seen above the books on the checkout screen

Accepting Payments

1. Select “Checkout”

2. Select the appropriate payment option
   a. Credit/debit card (tap, dip, or swipe)
   b. Cash
   c. Gift Card
   d. Credit card (manual entry)
   e. Book Bucks Invoice
   f. Check made out to school
   g. Split payment

3. Complete the transaction

4. Receipts can either be sent by email or text to the purchaser.

Selling Gift Cards

1. Select “Products” from the bottom menu

2. In the search field type “Gift card”

3. Select the desired gift card value

4. Select “Go to cart”

5. Select “More actions”
   Please note: Gift cards are emailed to the customer. You MUST add a customer’s email address to the transaction BEFORE completing the sale or the gift card cannot be redeemed.

6. Select “Add customer”

7. Either search for the existing customer or select “Add new customer” and be sure to include the customer’s email address.

8. Add the payment method and complete the sale

9. The customer will receive an email with a 16-digit gift card code

Redeeming Gift Cards

1. Ring in the transaction and select “Checkout”

2. Select Gift Card as the method of payment

3. The customer can click the link in the email to view the scannable QR code, or you can select “Enter code” and manually enter the 16-digit gift card code

4. When the gift card code entered is accurate and has value, the remaining balance
   appears in grey on the right side of the box where you entered the code.

5. Select “Redeem”

6. If the gift card balance is enough to cover the transaction, select “Done”

7. If additional payment is needed, select desired payment method to complete the sale.

Checking the Gift Card Balance

1. At this time, the gift card balance cannot be checked from the Shopify POS Go.
2. The customer can check the gift card balance by clicking the link in the gift card email they received when they purchased the gift card.
3. Contact I55 Customer Service to check the gift card balance 979-450-7265

Item Not Scanning/No Scan Code

1. Check the POS box for a scan sheet with barcodes for novelty items. If the item is found, use the handheld scanner to scan the code in the folder.
2. Search for the item. Select “Products” from the bottom menu. Enter the item title in the search field. When the item is found, select it to add it to the transaction.
3. If the item still cannot be found, contact I55 Customer Service at 979-450-7265

Clear Individual Item from Cart

1. To remove a single item from a transaction BEFORE the payment has been completed, select “Checkout”
2. Select the item
3. Select “Remove from cart”

Cancel Entire Transaction

1. To empty the entire cart select “Checkout”
2. Select “Clear cart”

Returns & Exchanges

1. Select “Orders” from the bottom menu
2. Select the desired order
3. Select the blue box labeled “Return” (to return the item for a refund) or “Exchange” (to exchange the item for a different item)
4. Select item(s) to return
5. Select “Next” then select “Refund”
6. If doing an exchange, select the item to purchase
7. Select “Next” the se lect “Collect” or “Refund” as needed

Price Changes
If an item is ringing up at the wrong price, please contact I55 Customer Service 979-450-7265
Selling Sold Out Items
Through the register you can indicate that an item needs to be fulfilled from our warehouse.
Warehouse fulfilled items must be on a separate transaction from book fair fulfilled items.

1. Add the items that need to be shipped from our warehouse to your cart

2. Select “Go to cart”

3. Select “Add customer”

4. Using the search, find the customer with your school code followed by “Oversold”

5. Select “More actions” (by clicking on the 3 dots)

6. Add a note with the purchaser’s/teacher’s/student’s name for your reference

7. Scroll down and select “Ship All Items”

8. When you get back to the cart select “Add shipping address”

9. Verify that your address is correct and select “Save”

10. When you get back to the cart select “Shipping method”

11. Select “Custom” and then “Save”

12. Select “Checkout”
    • Within the cart if an item is indicated “Sold Out” in red DO NOT SELL IT!
    This message means the warehouse is sold out and the item cannot be fulfilled. You need to remove the sold out item(s) from the cart before completing the sale.
    • Within the cart if item quantity is indicated in blue, it is okay to sell and you may select “Sell item anyway”

13. Complete the sale.

Additional POS Registers

If you need additional POS registers, any smartphone or tablet can be turned into a register.
Download the Shopify POS app (the blue one, not the green one) from the iTunes Store or Google Play Store, and then contact I55 Customer Service at 979-450- 7265 to get the device connected to your school’s fair

Making a Book Bucks Purchase

Before proceeding, please verify with I55 Customer Service the amount of book bucks you have earned during your fair.

1. Scan desired items to the cart as usual

2. When you have finished scanning the purchase, select “Go to cart”

3. Select “Add Customer”

4. Using the search field type in your school code (State abbreviation plus three digits)
   If your school is tax exempt AND we have a current tax exemption certificate on file, the system will be set to not charge sales tax on your school customer. If taxes are being added and you think your school should be exempt, please contact I55 Customer Service at 979-450-7265 before completing the sale. Sales tax charged on the Shopify POS cannot be refunded. You will have to contact your state to obtain a refund.

5. Do not select “Checkout” until after you have added the school as the customer

6. On the payment screen select “Book Bucks Invoice”

Closing Out Your Fair
You do not have to do anything to close out your fair from the financial aspect. If you used the cash tracking option on the POS, please be sure to close out your cash tracking session.
Before returning the device to us, please make sure it is powered off. Hold down the power button until a menu pops up and select “Power off”
Keep all the cash & checks you collected at your fair for now. Our accounting department will email you an invoice within 1-2 weeks following your book fair.

Searching for Unfulfilled Orders (Optional) (orders that need to be shipped to school)
From the Home Screen:
-Click on the Orders Button
-Type “Unfulfilled” into the search.

Running Reports (Optional)

1. From the home screen tap ☰ More to open the POS menu
2. Select “Analytics”
3. Select “Net Sales”
4. Adjust the dates as needed
5. Please note: if you have entered any book bucks orders into the register, they will be included in the net sales total, however you do not earn additional book bucks on book bucks purchases, so these orders need to be subtracted from the net sales to get an accurate net sales total.

Payments by Type

1. From the home screen tap ☰ More to open the POS menu.
2. Select “Analytics”
3. Scroll down to Net Payments by Type report to see the breakdown of sales by each type of payment.
4. Adjust the dates as needed

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