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this feature is available only to merchants using shopify pos pro if your customer needs to leave before completing their purchase, but they want to come back, then you can save the cart to be completed later. saving the cart enables you to continue with other orders without losing the details of the current order. when they return, you can retrieve the order on shopify pos saving a cart is useful when your customer is at checkout but needs to leave briefly, such as if they want to purchase another item, need to make a phone call, or need to visit an atm. while that customer is away, you can take other orders. when the customer returns, you can open their saved cart and finish the sale a saved cart is available only on the ipad it was saved on. all staff have access to all the saved carts on an ipad carts are saved until they are retrieved, or until you log out of the shopify pos app from the products and cart screen, tap more actions in the cart section, tap save cart you can retrieve this cart when you're ready to continue with the order you can begin a new transaction in the meantime in the cart section, tap view saved carts tap the cart that you want to retrieve if you need to save carts often, then you can add a save cart button to your smart grid on shopify pos in the cart section, find view saved carts and tap the add button next to it;;
this feature is available only to merchants using shopify pos pro using the shopify pos app, you can carry out returns and issue refunds, or exchange a returned item for a new item. if there's a difference in price between the two items, then collect or pay out the difference during the exchange if a customer wants to exchange again, then refund either the original order or the exchange order from your shopify admin from the shopify pos app, tap the button and then tap orders tap the order for which you want to create an exchange or return tap exchange, select the item that's being exchanged, and tap next. returned items are added to the inventory of the assigned location for your pos device from the products list available, select an item to exchange your return with update the quantity of the selected item, add more items if needed, and click next optional tap to enable mark item as unfulfilled to note that the item needs to be sent to the customer at a later date. a new order will be created for the items if there's a balance remaining, then tap refund or collect and complete the transaction. if there's no balance remaining, then tap exchange;;
you can refund an entire order or part of an order from the shopify pos orders screen if you refund an item that's part of an order being paid for in multiple payments, then you can't receive additional payments on that order refunded items are added to the inventory of your shopify pos app's assigned location to see more videos, visit our youtube channel on the home screen of the shopify pos app, tap tap the order of the item being returned use the and - to enter the quantity of each item that you're refunding optional if you don't want to return an item to your inventory, then tap restock at this location, disable the restock option and tap save optional tap refund shipping to refund the cost of shipping optional enable refund balance to gift card to issue a gift card to the customer for the refund amount if the customer used more than one payment method, then you can split the refund between the same payment methods that they used. tap edit in the amount to refund section and enter the amount that you want to refund to each payment method the amount that a customer paid with a payment method is the maximum that you can refund with that payment method optional add a reason for the return when you're ready to process the refund, tap refund optional provide a receipt to the customer;;
this feature is available only to merchants using shopify pos pro while you're processing an order on the shopify pos app, your customers might want their order to be delivered to their address. you can do this by shipping your customers' orders directly from shopify pos to see more videos, visit our youtube channel if you have product overselling protection enabled, then you can add only in-stock inventory to the ship to customer order. if the inventory for any of the products added to your cart is out-of-stock, then an error message appears mentioning that the out-of-stock items can't be shipped. this prevents you from placing orders that cannot be fulfilled due to out-of-stock inventory you might be using shopify pos classic optional to add your customer to the cart, complete the following steps on the shopify pos app, tap more actions and then tap ship to customer. alternatively, if you've added a smart grid tile for this action, then tap ship to customer on your home screen if you previously didn't add your customer to the cart, then enter the customer's contact information and tap save. to skip adding this information, tap skip on the add shipping details screen, enter the customer's shipping details or, if available, tap a previously provided address, and tap save on the select shipping method screen, do one of the following tap checkout, select the payment method, and process the payment choose a method of providing the order receipt to the customer and tap done the order is initially marked as unfulfilled and cannot be fulfilled from the pos app. you need to fulfill the order in your shopify admin once you're ready to ship the order items to the customer if you use the ship to customer action frequently, you can set up a shortcut to this feature on your home screen by adding a tile for it on the home screen of your shopify pos app, tap add tile tap action and then tap ship to customer all items in a ship-to-customer order are marked as unfulfilled the ship-to-customer order ships out all the items in the order. if you have a customer that needs some items shipped and others carried out in store, then you need to create two separate transactions ship-to-customer orders deduct inventory based on your set fulfillment priority for example, you have two locations, location a warehouse in top priority and location b your retail location. location a has 1 shirt and location b has 2 shirts in their inventory. if you carry out a ship-to-customer order for 1 shirt from location b, then inventory will be deducted from location a as it is the highest priority location ship-to-customer orders don't deduct inventory from locations that are set to prevent fulfillment of online orders ship-to-customer orders require an online connection. you can't complete the order if you lose your internet connection. if you're unable to reconnect, then you need to cancel the transaction and try again when you're back online.;;
the shopify pos app applies taxes based on the store location that you assign to your device. you can change the tax rate for a shopify pos location in your shopify admin you might be using shopify pos classic when you add products to the cart, shopify pos applies the tax rates for the location that's assigned to the pos device to turn cart tax rates on or off for all items in an order on the home page of your shopify pos app, tap taxes in your cart disable or enable any tax rates for your order and tap close to turn a tax rate on or off for a single product in an order on the home page of your shopify pos app, tap an item in your cart disable or enable any tax rates for the item and tap save.;;
this feature is available only to merchants using shopify pos pro while you're processing an order on shopify pos, you can attribute sales to staff from the cart. if you want to attribute sales to staff, then you have to add staff to the sale before completing the order you can track your staff's performance and sales attribution by using the retail sales by staff who helped with sale report you might be using shopify pos classic you can attribute sales for all the items in an order to one staff.;;
with email cart for shopify pos, you can create a cart and send your customer an email that lets them complete their checkout online. the email includes a summary of the customer's cart and a link to your store's online checkout after the email is sent, the order is saved as a draft in shopify until the customer clicks the link and completes the checkout. when the customer has paid for their cart, the draft is saved as a completed order on the orders page in shopify when you use email cart for shopify pos on an ios device, you can see sales attribution for email cart orders. the sale is attributed to the staff logged in to shopify pos when the email cart email is sent. you can track staff sales in the sales by staff report you can send an email for a cart only if you're accepting payment for the entire order. you can't accept partial payment in person, and then send an email cart email to collect the balance if you add a payment method at checkout, then the email cart option is disabled until you remove the payment from the shopify pos checkout, add the customer's choice of products to the cart optional customize the cart as needed when you're ready to send the email, tap more actions enter the customer's email address if you add a customer to the cart, then the customer's email address is pre-filled for you. entering a different email address doesn't change the customer who's attached to the order optional enter a message that will be included in the email you can customize the email that customers receive by editing the email cart for shopify pos template in shopify. the order is saved as a draft order in shopify and the customer receives an email cart email. the email contains a link to a checkout where the customer can pay for their cart. when the customer pays for their cart, an order is created in shopify.;;
all your mobile, in-store, and online orders appear on the orders screen of shopify pos. to find a particular order, you can use the search feature or scan a receipt barcode in the shopify admin, you can search pos orders by location and save search filters that you use often from the shopify pos app, tap and then tap orders optional from the sale type and sales location sections, set filters for your order search by selecting the sale type retail or online and sales location if your store has multiple locations for the order in the search field, enter the order id, order item name, receipt number, or customer name. orders that match your search will appear beneath the search bar tap an order to open it, or tap to return to the search screen if you've included barcodes on your printed receipts, then you can scan receipt barcodes with a barcode scanner 2d version only or your device's camera to open the matching order in shopify pos on the orders screen, tap the barcode icon on the top-right corner scan the receipt barcode with either your barcode scanner 2d version only or your ipad's front-facing camera. if this doesn't work, then you can manually enter the receipt number from the receipt.;;
order notes appear on an order's details screen, and they're useful for attaching additional information about an order if a customer gives you special instructions, or there's anything about a specific order that you or your staff need to remember, then you can attach a note to the order during checkout. you can also add a note to a completed order from the shopify pos orders screen at a later time notes are generally for internal use. if you want to show order notes to a customer, then you can include them on your receipts to add a note to an order during checkout, follow these steps from within the cart, tap the more actions button enter your note, and then tap save to edit a note from an order while it's still in the cart, follow these steps to delete a note from an order, follow these steps;;
when you review the cart, you can update product quantities and remove products from the cart on the home page of your shopify pos app, tap an item in your cart under quantity, tap the button to increase quantities, or the - button to decrease quantities to delete a product from the cart;;
a tracking session is a period of time during which transactions take place in your store. you use a tracking session to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled if you delete and re-install the shopify pos app, you lose the device's saved tracking session data you can view your cash tracking sessions from the admin by clicking point of sale overview cash tracking sessions. you can select the location and the date range for the displayed information. you can also click export to export the selected information into a csv file staff members must have the view cash tracking sessions cash tracking history permission enabled to view cash tracking information the discrepancy summary is an overview of expected amounts and what was actually counted for all sessions that occurred at the selected location within the time range. the discrepancy at start displays the amount that was reported at the end of the last session and the amount counted at the beginning of the session. the discrepancy at end displays the expected amount in the cash drawer by adding the amount counted at the start and the cash payments that were received throughout a session and compares them to the amount counted when ending a session. a discrepancy occurs when there is a difference between the expected and counted amounts the cash payments summary displays the overview of the cash payments or all sessions that occurred at the selected location within the time range. the gross payments amount displays the total amount of cash payments processed. the refunds amount displays the total amount of refunds processed. the refund amount is subtracted from the gross payments amount to get the net payments amount the session list displays the sessions that occurred at the selected location within the time range. each row is a single session and displays the session start and end time, register id, open or closed status, and total discrepancy that is associated with the session. by clicking the column headers, you can sort the session list by session start, session end, or total discrepancy the register screen enables you to create and review tracking sessions for your store. you can monitor your daily cash transactions, and adjustments made by staff after you start a tracking session, you can also monitor sales by other payment types, such as credit cards you might be using shopify pos classic from shopify pos, tap settings payment settings tap the toggle button to enable or disable track cash you can restrict access to the register settings by enabling the limited permissions option in the staff settings you can create a shopify pos tracking session in either of two ways manually, if you want to specify the initial cash float for the tracking session automatically, if you want shopify to use the expected cash sum in the cash drawer as the float for the next register shift you can have only one tracking session open at a time on each device if you create a new tracking session manually, you can enter a value for your cash float. the cash float is the amount of money initially provided in the cash register so that staff can make change for cash payments from shopify pos, tap register the start tracking session dialog opens enter the float or starting amount the tracking session stays open until you manually close it if you've closed a tracking session and you don't open another before processing the next order, shopify opens a new tracking session automatically the calculated cash balance at the close of the previous tracking session is used as the float or opening amount. if this is the first tracking session for your store, the float is set to 0 the information varies slightly depending on whether you're viewing an open or a closed cash tracking session the following information is always displayed if the session is closed, you see the following tap the tracking session you want to view optional tap view payment types to see a breakdown of payment types used in the session optional tap print page to print payment type information a register float adjustment involves the addition or removal of cash. it might be necessary if, for example tap either add or remove, depending on the type of transaction that you want to make enter the amount added or removed adjustments to a register appear in the register history on the register screen to balance your cash drawer accurately, you should close tracking sessions at regular intervals for example, at the end of each day, or when a staff's shift ends when you close a tracking session, the following information is added to the session history the amount of cash in the cash drawer and the expected balance should be the same enter the amount of cash in the cash drawer, and tap next review the totals on the cash summary page and tap next if your totals on the cash summary page do not match, you can adjust the amount counted by tapping back select an amount to leave in the cash drawer and tap next confirm how much cash you want to remove from the register, and tap confirm review the tracking session summary this prints only the cash details for this tracking session. if you want to print a summary that has all payment types, then you need to go to the session's history;;
learn about the effects of applying more than one discount in the cart you can apply the following discounts if you create a combination discount, then the monetary line-item discount is applied before the percentage cart discount, like this original product price 20.00 monetary line-item discount 5.00 product price less the monetary discount 20.00 - 5.00 15.00 value of percentage discount 15.00 x 0.1 1.50 final product price less all discounts 15.00 - 1.50 13.50 if you have automatic discounts enabled for your location, then they will override any discounts applied to the cart or individual line items. you can remove an automatic discount by tapping more actions and then under cart modifiers tapping disable for this cart next to the discount you want to disable. this will only disable the automatic discount for this transaction if the cart contains multiple quantities of a product that attracts a monetary line-item discount, then the discount is applied only once product price quantity x pre-discount price - monetary discount if you want to honor a line-item discount multiple times, then you have two options;;
at the end of a sales transaction, you can offer to print, email, or text the customer's receipt. you can also print a gift receipt, which is proof of purchase but doesn't contain the amount spent if a customer loses their receipt, you can reprint it for them the payment successful screen appears after you've taken payment for an order. from the payment successful screen, you have a few options from the shopify pos app, tap and then tap orders tap the order that you want to print a receipt for the gift receipt option appears only if you have a receipt printer;;
from your shopify admin you can manage local delivery orders, prepare them for delivery, and update their order statuses as you fulfill your local delivery orders, they progress through the following order statuses unfulfilled order preparation and fulfillment haven't started. your next step is to prepare the order for delivery by picking and packing the items. you can also choose to print packing slips to include with the order. to finish, mark the order as ready for delivery ready for delivery the order is about to be delivered, or is out for delivery. orders might also have this status if delivery was attempted, but the order wasn't successfully delivered. after the order is delivered, your next step is to mark it as delivered delivered after you mark the order as delivered, the order status changes to fulfilled and the fulfillment process is complete learn how to manage your orders to quickly access local delivery information from the orders list, you can filter orders to view local delivery orders only click the local delivery tab at the top of your orders list for a list of local delivery orders that are unfulfilled and ready for delivery. you can use this list to prepare orders for delivery your customers have the option to add delivery instructions to orders at checkout. these instructions can help you find delivery locations and give you extra information about where to leave the package from your shopify admin, go to orders under delivery instructions, you can read any instructions left by your customer at checkout after a customer places an order for local delivery, you or a member of your staff need to collect and pack the items you can also print a packing slip to attach to the order after you prepare an order, mark it as ready for delivery you can use the shopify local delivery app to optimize the delivery route for you or your staff you can't change the inventory fulfillment location of an order after it's placed click the order that you want to fulfill pick and pack the items for delivery click mark as ready for delivery when an order is delivered, you need to mark the order as delivered within shopify. this changes the order status and signals to you and your staff that the order was delivered and no further action is required marking the order as delivered also sends a notification to your customer so they know that the order arrived click the order that you want to mark as delivered when you cancel a delivery, the status of the order changes from ready for delivery to unfulfilled from the orders page, click the order in the list that has a fulfillment status of ready for delivery in the fulfillment details, click more;;
this feature is available only to merchants using shopify pos pro you can customize the template for your printed receipts. you can't edit the transaction information on printed receipts if you have staff with pos pins, then you can remove their access to the receipt customization settings by enabling the limited permissions option from your staff settings screen if you want to edit your email and sms receipts, then go to the notifications page of your shopify admin, and edit the pos and mobile receipt template you can include store information, such as your return policy or store hours, in the header and footer of your receipts you might be using shopify pos classic from the shopify pos app, tap and then tap settings on the receipt settings screen, tap either add header text or add footer text enter your custom text, and then tap save you can customize your receipts by enabling the information that you want included on them for example, you can include a receipt barcode that when scanned with a barcode scanner 2d version only or your ipad's camera the matching order is opened in shopify pos in the orders section, tap printed receipt settings on the receipt settings screen, enable the items that you want included on your receipts;;
if you have a receipt printer installed, then you can activate automatic receipt printing. for a receipt to print automatically, the default receipt printer needs to be connected and switched on. you can set the default receipt printer and select any printer that you have installed you might be using shopify pos classic from the shopify pos app, tap and then tap settings enable the automatically print receipts.;;
you can use the retail sales reports to see information about your customers' point of sale orders based on criteria such as product, sku, or staff the reports show only sales that were made at a pos location. other sales are excluded from the reports the retail sales reports are available only if your store is on the shopify plan or higher and you sell in person when you open a retail sales report, the data is up to date, give or take about 1 minute. you can reopen or refresh the report to show newer data for information about the terms that are used in the retail sales reports, see sales reports in the retail sales section, click show all click the retail sales report that you want to see if your store is on the shopify plan or higher, then you have access to the following retail sales reports the retail sales by product report shows the breakdown of total sales of your products, but does not include shipping shipping isn't included because an order can consist of several products, but has a single shipping charge. for reporting purposes, the shipping charge can't be apportioned between the products in the order because shipping amounts are filtered out, the tax that is shown in this report does not include taxes on shipping the sales reports use several common terms. this report uses the following additional terms sometimes the data in the product fields, such as product type or product title, is shown as a dash . this occurs if the data didn't exist at the time of the order similarly, if any of this data is changed between orders, then the report might show multiple rows for the same product because the identifying information is not exactly the same. the reports always show the original values from the time of the order the retail sales by product variant sku report shows the breakdown of gross sales, but not the shipping cost, of your top-selling products on a more granular level than the retail sales by product report the retail sales by product vendor report shows your vendors, and the products provided by each vendor, grouped by point of sale location the retail sales by product type report shows your retail sales by product type, grouped by point of sale location the retail sales by point of sale location report shows the total sales for each point of sale location the retail sales by staff report shows you the sales made by each staff the retail sales by staff daily report shows you the daily sales made by each staff the retail sales by staff who helped with sale report shows your sales by staff who were attributed to line items at checkout;;
you can use the socket mobile s740 or chs 7qi 2d barcode scanner for scanning both digital and printed 1d and 2d barcodes the socket mobile s740 and chs 7qi are lightweight, portable barcode scanners that connect wirelessly to shopify pos to see more videos, visit our youtube channel you should use the socket mobile s740 or chs 7qi 2d barcode scanner if you want to scan both 1d and 2d barcodes. you can scan 1d barcodes on products to add them to the cart quickly without browsing your catalog to find them. you can scan 2d barcodes on receipts to quickly find the order associated with that sale the scanner connects wirelessly to shopify pos with bluetooth, so you can use it at markets, fairs, pop-up locations, or a physical store. it's charged by plugging the included charging cable or cradle into a power socket. when fully charged, the scanner's battery lasts for up to 14 hours about 15,000 scans to use this hardware with your shopify store, you need to meet the following requirements this table shows which socket mobile 2d scanners are compatible with shopify pos the socket mobile s740 and chs 7qi 2d barcode scanners aren't compatible with shopify pos for android you can buy the socket mobile 2d barcode scanner from the following suppliers make sure that bluetooth is turned on in your ipad settings from shopify pos, tap settings tap set up hardware barcode scanner when the enable pairing mode dialog appears, scan the barcode. the scanner beeps three times when pairing mode is enabled to pair and connect the barcode scanner, tap it when it appears in the select an accessory dialog you might have to wait a few moments if the setup is not successful, then unpair the scanner and try again as long as the scanner remains paired with the ipad, the scanner connects automatically whenever it's in range you can pair your scanner with another ipad or bluetooth device pair your scanner with another ipad, or read the manufacturer's instructions to pair with a different bluetooth device. make sure that bluetooth is enabled on the new device by default, your barcode scanner tries to connect to the last device it was paired with. if you want to use your barcode scanner with a different bluetooth device, then you need to unpair the scanner first press and hold the scan button. at the same time, press and hold the power button. when you hear three beeps, release both buttons. your barcode scanner powers off tap the name of your connected barcode scanner go to your ipad's settings not the app settings under my devices, tap the i button beside the socket barcode scanner if you're having trouble scanning barcodes with shopify pos and the socket mobile s740 or chs 7qi barcode scanner, then try these troubleshooting steps to fix the problem are you using the correct barcode scanner? the only 2d barcode scanners that shopify pos supports are the socket mobile s740 and chs 7qi are you using the barcode scanner with an ipad? the barcode scanner doesn't work with shopify pos for iphone or android is the scanner charged and in range of the ipad? check that the scanner is fully charged and within range 100 meters or less what type of barcode are you scanning? make sure that you're using a supported barcode type is the barcode scanner showing as connected on the shopify pos hardware settings screen when the scanner is on and in range? if not, then go to your ipad's bluetooth settings and forget the barcode scanner, and pair it with your ipad again is the scanner showing in your ipad's bluetooth settings? make sure that the ipad's bluetooth is enabled and the scanner shows as connected when you paired the scanner and ipad, did you scan the correct barcode in shopify pos? the 2d barcode sets the barcode scanner to ios mode to work with your ipad. if you didn't hear the three beeps when you scanned the barcode, or if you accidentally scanned the 1d barcode, then the scanner isn't in ios mode. unpair it and the ipad, and then pair them again, making sure that you scan the 2d barcode in shopify pos and hear the three beeps before you move on to the next step was the scanner paired with another ipad? the scanner can be paired with only one ipad at a time. unpair the scanner and the other ipad, and then pair the scanner with the new ipad do you have a poor bluetooth connection? read apple's advice on reducing bluetooth interference does the scanner recognize any barcodes? try scanning the barcode of a nearby item that isn't one of your store's products. if your scanner is paired correctly, then you should see an unrecognized barcode error in shopify pos. if you see this error, then carry on to the next steps. if you don't see an error, then unpair the scanner and ipad, and pair them again is the product available on shopify pos? if the product's hidden on shopify pos, then scanning its barcode doesn't work because the app didn't load the product. if you see an unrecognized barcode error, then check the product's availability settings in your shopify admin does the barcode number on the label match the product's barcode number in your shopify admin? if there are extra zeros at the beginning or end of the number, then delete them and try again if you're entering barcode numbers from existing barcodes in to the shopify admin, then you can make sure that those numbers are correct by scanning the barcode with an iphone or android app to see the number that you should enter you can't scan in inventory with shopify pos. the barcode scanner is for quickly adding products to the cart before checkout the socket mobile s740 and chs 7qi barcode scanners support the following 2d barcode types the 2d scanner also supports the following 1d barcode types if the troubleshooting steps don't work and you still have trouble with the socket mobile s740 or chs 7qi barcode scanner, then you can try resetting the scanner to its factory settings make sure that the scanner and ipad are unpaired power the barcode scanner back on scan the factory reset barcode from the manufacturer's user manual pair the scanner and ipad again.;;
you can add a section to your product pages that displays an automatically-generated list of product recommendations. displaying recommended products to customers makes it easier for them to discover new products, and can help to increase online store sales the heading and layout of the product recommendations section are determined by your theme the product recommendations that display in the section are based on products that are commonly purchased together or products in related collections. product recommendations become more accurate over time as more order and product information becomes available if you are selling in person using shopify pos, then you can add a product recommendations tile to your smart grid or view recommended products in the cart learn more about the data used for product recommendations from the shopify theme development documentation you can view a list of themes that support product recommendations on the shopify theme store you can enable the product recommendations section for the following free themes from shopify you might need to download the latest version of a theme before you can enable the section if you don't want to use the latest version of a theme, or if your theme doesn't support the section, then you can also edit your theme code to show product recommendations on the product page using liquid.;;
you can view key financial information about your business in the finance reports from the finances section of the reports page, you can open the finances summary page. from the finances summary page, you can access detailed reports when you open a finance report, the data is up-to-date, give or take about 1 minute. you can reopen or refresh the report to show newer data if you're looking for information about your shopify account bills and fees, then you can view your account history in the bills section of the billing page in your shopify admin the finances section of the reports page shows a few key values and has links to the finances summary page and the detailed reports in this section, the total sales line shows the number of orders for the period. the detailed sales finance report breaks down the orders into transactions such as sales, returns, and shipping amounts in this section, the payments line shows the number of monetary transactions across all payment providers shopify payments, manual payments, gift cards, and so on, including both payments and refunds. the detailed payments finance report groups the transactions by payment provider the finances summary page shows an overview of your sales, payments, liabilities, and gross profit data for the selected timeframe. each section has links to related reports in the finances section, click finances summary optional select a channel and choose a date range if you remove a channel, then it won't appear in the channel list. however, you can still view historical data for the removed channel by selecting all channels the sales section shows an overview of your sales finance reports. it also has links to each of the other sales finance reports each of these other sales finance reports focuses on a specific metric from the sales report the payments section shows an overview of your payments finance reports. it also has a link to a separate payments report for each payment method that your customers have used the liabilities section shows an overview of your gift card sales and tips for the selected date range in this section, gift card sales shows the total sales of gift cards, which is the face value of sold gift cards minus any discounts that were applied at the time of the sale gift cards outstanding balance shows the total outstanding balance of gift cards that were sold or issued tips shows the total value of tips received the gross profit section shows an overview of your net sales, costs, and profit. in this section, net sales without cost recorded shows net sales where cost wasn't recorded at the time of the sale. net sales with cost recorded shows net sales where cost was recorded at the time of the sale. together these add up to your total net sales for the selected date range only net sales with cost recorded are included in your cost of goods sold report, and count toward your gross profit the sales finance report includes the values that you'll most likely need when doing your bookkeeping, such as net sales. the report shows each sale and return that your store made during the selected timeframe, organized by date if an order contains multiple products, then each product shows in the report as a separate sale or return, as do shipping charges. you can view the details of an order by clicking its order number for each sale or return, the finance report shows this report includes the discounts that customers received by using discount codes during checkout. the report also includes discounts that you applied during checkout in shopify pos the report includes the following information discounts aren't related to compare at prices the taxes report shows the sales taxes that were applied to your sales in the selected timeframe each row of the report shows a tax type such as a state tax or a county tax, its rate, and the total amount of tax that was charged in the selected timeframe the report determines the country and region based on the destination of sales, so it might show destination information even for origin-based sales tax jurisdictions. to determine the destination, the shipping address is used. if the shipping address cannot be determined, then the billing address is used. if the billing address cannot be determined, then the pos address is used for origin-based tax jurisdictions, such as california, the destination is currently shown instead of the country to which the tax applies the state or province of the tax rate for origin-based tax jurisdictions, such as california, the destination is currently shown instead of the region to which the tax applies the payments finance report shows your store's payment transactions for the selected timeframe your customers' payments are grouped by transactions with the following in common for each group of transactions, the report shows you also have a payments report for each payment method that your customers have used. you can access those payment reports from the payments section of the finances summary if a payment has been authorized but is canceled before the payment can be captured, then a positive amount and a corresponding negative amount will appear in the sales reports. the positive amount appears because an order was placed. a refund is shown to balance the reports. however, nothing will appear in the payments finance reports because you didn't receive a payment the liabilities finance report shows the sales of gift card products and tips for the selected channels and date range liabilities often require special treatment in accounting gift cards that you issue for free from the shopify admin do not appear in the gift card sales report the gift card sales report shows the following information the gift cards outstanding balance report shows the daily balance of all gift card transactions, including the following information gift cards appear in a few places in your reports. there are specific conditions that affect where they get recorded when you issue a gift card from your shopify admin when a customer uses a gift card to purchase something from your store if a gift card was used along with a debit or credit card in a failed transaction, but used again as part of as part of a successful transaction, then the amount will be reported twice. in this case, the paid by customer amount is greater than the net payment imported orders are processed differently than regular orders. the amount paid by gift card on imported orders isn't automatically subtracted from the gift card balance the tips report shows the value of tips earned by staff and the online store sales channel during the time period the total sales value equates to gross sales - discounts - returns taxes shipping the same total sales amount that appears in your finance reports also appears in the overview section of your shopify home to show your cash flow at a glance. since the amount for total sales includes returns, it might appear as a negative value. for example, if you have more returns than sales in a day, then the total sales amount for that day will be negative there are a few reasons why your sales and payments finance reports might show different numbers the sales finance report shows you information specific to orders placed, while the payments finance report shows information about payments that your customers have made. there could be differences between the values displayed on each report, for example if customers have placed orders but payment has not yet been captured since reports show data based on a timeframe, it could be that an order was placed in a different timeframe than the payment was made. for example, if your customer placed an order in may and paid for it in june, then the order will appear in the sales finance report for may, and the payment will show in the payments finance report for june when customers purchase gift cards, the amount that they paid for the gift card will show in the payments finance report. at the same time, the gift card amount appears in the pending sale finance report. gift card sales are treated as pending sales instead of normal sales because it means that you have the data to combine or separate gift card sales in the way that you want in your own bookkeeping.;;
you can accept different payment methods in shopify pos so that your customers have a choice of payment options at checkout accepting credit cards as the method of payment using gift cards with shopify pos;
a product's inventory is the quantity of a particular product that is available for sale in your store managing your inventory can help you with the following if you need to receive direct notifications of low stock levels, then install an inventory alert app from the shopify app store if you use shopify pos pro, then you can install stocky to manage your inventory while using shopify pos on the inventory page in your shopify admin, you can view your inventory, adjust your inventory counts, and create inventory transfers. you can also view the history of inventory adjustments for products and variants whose inventory is being tracked by shopify. you can enable inventory tracking for a product on its details page in your shopify admin if you use shopify pos at more than one address, then you can set the current location of your shopify pos device. this makes sure that you apply the right taxes to your orders and that you can track which orders are placed at each physical location. the selected location's inventory count is updated whenever a product is sold or restocked on shopify pos if possible, update your inventory quantities when your retail outlets are closed and when you're not having big online sales events. you can do a physical count of your inventory at each location and record that data to ensure your inventory quantities are correct in shopify if you have a small number of locations and products, then update the quantities on the inventory page if you have a large number of locations and products, then use the bulk editor, or use csv file exports and imports set up inventory tracking shopify admin assign inventory to a location shopify admin changing inventory quantities shopify admin view a product's inventory history shopify admin exporting or importing inventory with a csv file shopify admin;;
the shopify pos orders screen shows all your store's orders, whether they were placed online or in person. edit the contents of the shopify pos cart add, edit, or remove a note from a shopify pos order adjust tax rates in the shopify pos cart shipping orders to customers with shopify pos marking a shopify pos order as fulfilled or unfulfilled saving and retrieving a shopify pos cart;;
to help you reduce the impact of recent events on your store, gift cards are temporarily available to sell on all shopify subscription plans. for more information, refer to frequently asked questions about gift cards. to add gift cards to your store, refer to adding or updating gift card products gift cards give your customers the opportunity to share their love for your brand with others. with shopify pos, you can sell and redeem gift cards in person. your customers can use gift cards to make purchases from your store both in person and online selling a gift card on shopify pos redeeming a gift card on shopify pos replacing a lost gift card on shopify pos making a refund to a gift card on shopify pos;;
if a customer can't pay for their whole order, then the shopify pos app lets you to accept partial payments in store. you can retrieve the order later, and collect the remaining balance, from the customer by using a payment method of their choice you might be using shopify pos classic you can accept more than one payment method for an order complete these steps as required in the select payment option dialog, tap split payment for the first payment, enter the amount that the customer is paying select the payment method, and then complete the payment for the next payment, enter the amount that the customer is paying tap the next payment method, and then complete the payment enter the amount that the customer is paying using the selected payment method tap the customer's chosen method of payment, and then complete the payment confirm the transaction details, and tap mark as partial optional complete any tasks related to the transaction, such as adding customer information, printing the receipt, or adding a note to the order from the shopify pos orders screen, tap any order to see its status. partially-paid orders have a partially paid label you can process some or all of the outstanding payment on a partially-paid order on the order, tap collect payment enter the amount that the customer wants to pay if you refund or exchange an item that's part of an order being paid for in multiple payments, then you can't receive additional payments on that order.;;
you can change an existing customer's information in their profile you might be using shopify pos classic from the shopify pos app, tap add customer type customer's name or email in the search bar tap view details beside the customer's name in the search results edit customer information on the edit customer screen. you can edit information such as name, address, and preferences if you have customer management permissions, then you can add or create a customer tag to assign to the customer.;;
if you installed stocky before may 4, 2020, then stocky is included for free in your shopify subscription stocky by shopify is an inventory management app that's included with shopify pos pro subscriptions. stocky helps you manage your inventory by tracking your inventory levels, forecasting the inventory that you need, and suggesting which products you should order. to adjust your inventory levels, you can perform inventory counts and create inventory transfers stocky is available for stores that have point of sale enabled for their store, and use shopify pos pro for at least one location. you can upgrade your plan to add shopify pos pro and then install stocky from the shopify app store if you don't have point of sale enabled on your store, then you can use inventory tracking in the shopify admin for your products;;
if you have multiple active locations, then you can use transfers to move inventory between them. by using transfers, you can keep track of your inventory as you shift it between your various locations you can't create transfers for products that use a third-party fulfillment service if you deactivate a location that has any pending transfers, then choose a different location for those transfers so that the transfer can proceed. if you choose the same destination as the origin, then the transfer is canceled and the inventory is restocked at the selected destination transferring inventory between locations shopify admin receive a transfer from a location;;
you can use transfers to record, track, and receive incoming purchase orders and inventory from suppliers. transfers can help you to manage your purchase orders and inventory in several ways you can also use transfers to move inventory between locations create a transfer from a supplier shopify admin receive inventory from a supplier shopify admin calculate inventory shopify admin undo a transfer from a supplier;;
if you are using shopify to track a product's inventory, then you can view the history of its inventory adjustments. if the product has variants, then you can view the inventory history for each variant that is being tracked, but you can't view the inventory history for all of the variants at once you can view only the last 90 days of inventory history for a product or variant when you view the inventory history for a product or variant, you see the following information about inventory adjustments from your shopify admin, go to products all products if the product has variants, then click edit beside a variant in the inventory section, click view inventory history from the shopify app, go to products all products if the product has variants, then tap a variant;;
your products are the merchandise that you sell. you add a product in shopify by entering product details and uploading product images. if your product has options, like size or color, then you can add a variant for each combination of options after you add a product in shopify, you must also make it available to the pos sales channel so that you can see it in shopify pos you view, add, update, and organize all of your products and variants from the products screen in the shopify admin from the shopify pos products screen, you can find products and add them to the cart by browsing your catalog, using the search button, or changing the collection that you're viewing. if you have multiple locations, then only the products stocked at your device's assigned location are available on to add to the cart add new products shopify admin duplicate a product shopify admin make a custom sale in shopify pos;;
you can search for customers in two ways from the add customer screen, and using the global search bar you might be using shopify pos classic from the shopify pos app, tap add customer in the search bar, enter the customer's name or email in the search results, tap the customer's name from the shopify pos app, tap the global search bar in the search results, tap the customer's name.;;
depending on the hardware that you are using and the payment methods that you accept, a customer can pay for a purchase using a credit card you can accept a credit payment with a supported swipe card reader from the cart screen, tap checkout if your card reader is not connected, then follow the instructions on the shopify pos screen to connect. you can also enter the credit card information manually swipe the customer's credit card as shown on the shopify pos screen the customer authorizes the payment with their signature or pin, depending on the card type and which card reader you're using tap done to return to the shopify pos products screen if you're using the tap chip reader or the tap, chip, and swipe card reader, then you can accept contactless payments, which include tapped credit cards, android pay, and apple pay allow the customer to insert or tap their card when shopify pos displays a payment approved message, the transaction is complete an external payment provider processes payments for you. you might use an external payment provider if you choose not to use shopify payments or, if you are in a region that does not support shopify payments to use an external card terminal, you need to set up an account with a payment processor, then buy or rent a terminal from them, and create a custom payment type in the pos app. when you use the terminal to accept a payment, shopify pos marks the order as paid while the actual payment is processed by your terminal provider, not shopify from the select payment option screen, tap your custom payment type tap the credit card type that's being processed make sure that you have successfully processed the payment with your external terminal, and then tap mark as paid email or text the customer a receipt, and then tap done to return to the products screen if you don't have a card reader, or if you are having trouble using your card reader, then you can enter credit card details manually to take payment if you enter a customer's credit card information manually, then the transaction is a card-not-present transaction, similar to an online sale. card-not-present transactions all use the online credit card rate tap the enter credit card details amount field tap charge to process the payment tap done to return to the shopify pos products screen.;;
you can accept payment by cash. when you accept a cash payment, shopify calculates the change and tracks the amount of cash in the cash drawer cash payments are enabled by default, but you can change your settings on the payment types screen. shopify supports a number of cash drawers from the cart screen, tap checkout from the select payment option screen, tap cash. by default, the correct amount of the order is entered if the customer is not paying with exact cash, then you can enter the amount that you're receiving in one of two ways when you're ready to complete the order, tap accept cash decide whether to provide the customer with a receipt, and then tap done to return to the shopify pos products screen.;;
after you have finalized the customer's cart, you can accept payment from a variety of payment methods on the select payment option screen. you can choose which payment methods appear on the select payment option screen from the shopify pos settings if your customer is paying with multiple payment methods or can't pay for their whole order at once, then they can make a partial payment the select payment option screen appears after you tap checkout from the cart screen from the select payment option screen, you can select any of the payment methods that you have enabled in your payment settings you can let the customer pay later by tapping mark unpaid. the order is processed as a 0.00 payment and can be paid for later if you accept credit cards and your card reader is not connected, you are prompted to follow the instructions on the shopify pos screen to connect it.;;
you can reset your login password if you forget it, or if you want to keep your account more secure. if you're the store owner, then you can reset your own password and initiate your staff's password reset the steps to reset a password are the same with two-step authentication enabled to see more videos, visit our youtube channel from the shopify login page, enter your store address and click next enter your login email and click next enter the email that you used to create your shopify account you're sent an email with a link to reset your password. in the email, click reset password enter your new password in the confirm password field go back to your shopify login page and log in with your new password from the shopify app login screen, tap forgot password? the password-reset screen opens in your iphone's browser. each of your passwords should be unique. don't use the same password for more than one account, even if the accounts are related enter your new password again in the confirm password field go back to the shopify app and log in with your new password the password-reset screen opens in your android's browser. from your shopify admin, click your username and account picture click security change your password the password-reset screen opens. enter your current password and a new password go to your shopify login page and log in with your new password from your shopify admin, tap store settings under your username, tap manage account under security, tap change your password go to the shopify app and log in with your new password in the reset password section, click email instructions. the staff receives an email with instructions on how to reset their password.;;
in general, businesses often find that only a few of their products account for the majority of their profits. other products are rarely ordered, and can incur unnecessary warehousing, maintenance, or advertising costs. this can tie up cash that could otherwise be put back into your store. lastly, there are some products that account for a few sales, but then become a top seller or receive no sales at all everyone once in a while this observation is found across multiple disciplines, where most of a system's output is caused by a small amount of the input. it is commonly referred to as the 8020 rule, or the pareto principle in inventory management, an abc analysis uses this principle and places your products into three simple categories, which help you prioritize where to focus your business efforts. if your store is on the shopify plan or higher, then you can access the abc analysis by product report in your shopify admin. if your store is on the basic shopify or shopify lite plan, then you can download a reporting app with abc analysis from the shopify app store the abc analysis divides your products into the following grades a-grade products are considered to be your most important products the revenue shown in the report is calculated based on the retail price of items, and excludes any discounts. the cost of the item does not factor into the calculation of an item's grade your a-grade products should be given the most attention. these are the products that account for most of your revenue, and a lack of inventory for these product could drastically hurt your sales. in contrast, your c-grade products can incur unnecessary costs if you stock more than you need, or put too much emphasis on always having them stocked products with an a grade account for 80 of your revenue and are your best performing products. for these products, consider using the following strategies products with a b grade represent a moderate percentage of your revenue. these products often fluctuate between a a grades and c grades. these products are generally not as valuable as your a-grade products, but pay attention to which products occasionally change to an a grade and which change to a c grade products with a c grade represent a small percentage of your revenue. they are often considered to be dead or slow-moving inventory. however, they do still account for some sales and having them sell out can lead to a poor customer experience. it is often more profitable to sell off the stock and remove the product from your catalog;;
you can use login services to log in to your shopify admin using google workspace. logging in with google workspace can simplify the login process for you and your staff when you regularly use shopify and google workspace apps, such as google docs or google calendar. you need to be the shopify store owner to enable or disable login services you need to add staff in your shopify admin before they can log in to shopify using google workspace refer to enabling two-step authentication for more information on secure logins from your shopify admin, click your username and account picture in the connected login service section, click connect to google when prompted, select or enter your google account from your shopify admin, click settings, and then click plan and permissions or users and permissions in the login services section, click edit to view options for google apps add staff in your shopify admin make sure you're logged in to your google workspace account. your email address needs to be the same for both your shopify staff and your google workspace account click log in to access your shopify admin review the list of accounts set to lose access to your store after google workspace is disabled, then confirm the list of accounts that will still be able to log in using a shopify email and password;;
to use this hardware with your shopify store, you need to meet the following requirements if you're in canada, the united states, or the united kingdom, then you can buy the star micronics tsp100iiibi bluetooth wireless receipt printer from the shopify hardware store, as part of the retail custom kit or as a single item any thermal paper rolls works with this printer, if the paper meets the following specifications for an explanation of how to load the receipt printer, refer to the guide in the manufacturer's hardware manual before you can use tyour bluetooth printer, you need to connect it to a power supply plug one end of the power cable into the back of your receipt printer plug the other end of the cable into a power outlet the ready indicator turns a solid blue. the error indicator blinks red when no paper is loaded if paper is loaded, then a diagnostic report prints after this, you're ready to pair the printer with your ipad pairing identifies devices to each other and establishes a bond between them. this enables the paired devices to connect in the future without repeating authentication checks the star micronics tsp100iiibi bluetooth wireless receipt printer model number tsp143iiibi comes with auto-connect enabled. this means that after you've paired your printer with your ipad, the bluetooth connection is established automatically every time the printer is switched on and in range of your ipad make sure that the receipt printer has paper correctly loaded before you pair it with shopify pos connect your printer to a power supply find the star micronics printer in the other devices list, with a name like tsp100-xxxxx by default, the tsp100iiibi bluetooth receipt printer is shipped with auto-connect enabled. this means that a paired printer connects automatically whenever it's turned on and within range of the ipad that it has been paired with if you don't want your paired printer to connect automatically every time you switch it on, then you need to disable auto-connect. one reason for disabling auto-connect is if you use multiple ipads with a single printer make sure your printer is paired with your ipad from the apple app store, download the tsp100iii utility app, created by star micronics open the tsp100iii utility app, and then tap unselected state in the selected device section on the select device screen, select the receipt printer and tap apply. the receipt printer is named tsp100iiibi or something similar in the configuration section, tap bluetooth settings disable the auto connection option, and then tap apply. tap continue at the new pairing permission prompt to save the settings tap the receipt printer under my devices to re-connect the receipt printer no longer connects automatically to the ipad. from now on, every time you switch on the printer or restart the ipad, you need to return to the ipad bluetooth settings not the shopify pos app settings and select the printer from the my devices list to enable the receipt printer's auto-connect function, repeat the steps in disable auto-connect but enable auto-connect in step 6 after connecting your printer, don't forget to you can unpair your ipad and receipt printer tap the bluetooth menu option to see your paired bluetooth devices tap the i symbol to the right of the printer name, and then tap forget this device to remove the printer from your bluetooth devices list from the hardware settings screen of shopify pos, swipe bluetooth receipt printer left to show a delete button you can return your receipt printer to its factory settings unpair your ipad and receipt printer with the printer turned off, find the reset button located on the back of the printer, and then use a pen to press and hold down the button while holding down the reset button, turn on the printer. when the error light flashes, release the button wait until the error light stops flashing. to complete the reset, turn off the printer a second time, wait 5 seconds, and then turn on the printer again the printer is now fully reset and ready to be paired with your ipad if you're using model number tsp143iiibi, then resetting leaves auto-connect enabled, although you do need to pair your devices again shopify pos has an exclusive, 1-to-1 relationship with the star micronics tsp100iiibi bluetooth wireless receipt printer, which means the following you can't connect multiple ipads to the same printer shopify pos won't work with multiple printers at the same time if you have trouble using the star micronics tsp100iiibi, then try these troubleshooting steps check that you have these basic requirements check that printer paper is correctly installed and that the status indicator light is a solid blue color return your receipt printer to its factory settings pair your ipad with the receipt printer tap the bluetooth menu option and confirm that the star micronics printer shows as not connected tap the printer to connect to it when the printer shows as connected, restart it again. when the printer turns on, it should show briefly as not connected, and then as connected if the printer doesn't connect automatically when you restart it for the second time, then you need to enable auto-connect test the printer by printing a test receipt if you still have trouble using the receipt printer after trying these steps, then contact shopify support.;;
the star micronics tsp100usb receipt printer has been discontinued. if you are using this printer, then you can continue to do so, or you can change to a supported printer to use this hardware with your shopify store, you need to meet the following requirements the star micronics tsp100usb receipt printer is not available from the shopify hardware store, but you can purchase it directly from barcodes inc this printer uses thermal paper rolls with the following dimensions for an explanation of how to load the receipt printer, see the guide in the manufacturer's hardware manual the tsp100usb receipt printer connects to your network using a usb cable to use this printer, it's essential that your router has a usb port connect the receipt printer to the apg vasario 320 series cash drawer using the cash drawer cable using a usb cable, connect the receipt printer to the usb port on your router. this makes the printer discoverable in the shopify pos app the receipt printer must be connected to the same wi-fi network as your ipad after connecting your printer, don't forget to having problems with your printer? contact star micronics support for help shopify pos has an exclusive, 1-to-1 relationship with the star micronics tsp100usb receipt printer, which means the following you can't connect multiple ipads to the same printer shopify pos won't work with multiple printers at the same time.;;
you can use the retail barcode labels app to design and print barcode labels from within shopify. you also need to have a supported label printer that's connected to your computer the retail barcode labels app can be used to print labels from shopify and the shopify mobile app, but not from shopify pos to see more videos, visit our youtube channel you can't print barcode labels by using retail barcode labels from the shopify mobile app on an ipad. to print barcode labels using a supported dymo label printer, use the dymo connect ipad app. the printer needs to be connected to a desktop computer with dymo label software installed the retail barcode labels app supports the following label sizes you can set up the retail barcode labels app in a few steps barcode templates define the product information that your barcode labels contain. smaller template sizes have fewer customization options because of the limited space on the label from your shopify admin, go to apps if you haven't created any templates yet, then click get started and select one of the following options in the getting started dialog select a label type from the popular label types section, or select other label types and then choose a paper brand and code in the label attributes section, select the information that you want to include in the label. click and drag the dots beside an item to change its order on the label you can use the retail barcode labels app to automate the creation of unique barcodes for all your products. the app generates 8-digit barcodes. you can edit a barcode from the product details or variant details page, or by using a bulk action click create barcodes and then select create barcodes for all products in the create barcodes for products dialog, choose one of the following you can use the retail barcode labels app to create unique barcodes for specific products. click create barcodes and then select create barcodes for specific products in the add products dialog, select the products that you want to create barcodes for and then click add you can also add a barcode to a product or variant's details, or import barcodes in bulk by using the product csv from your shopify admin, go to products all products select the products that you want to create a barcode label for click more actions, and then select print barcode labels in the products section, click the product name and then enter the number of labels that you want to print for each variant optional click preview labels to view a preview of each product label verify your printer settings displayed in the print job section optional to save a pdf copy of the barcode labels, set destination to save as pdf update your printer settings according to the recommended settings, and click print when you're using the shopify mobile app on an ipad, you can't print barcode labels through the retail barcode labels app. instead, use the dymo connect ipad app to print barcode labels select the products that you want to print a barcode label for, and then click add follow these steps to help make sure that your barcode labels print correctly for the best possible experience, we recommend using google chrome on the print dialog of your mac, click more settings, then click print using system dialog from the printer list, select your dymo printer from the paper size list, select the label sku and dimensions that match your label size exactly set the orientation as portrait on the print dialog of your pc using edge, from the printer list, select your dymo printer select portrait from the orientation list select the your label size and set quality to 300x600 dpi on the print dialog of your pc using google chrome, click print using system dialog from the paper size list, select your label size set print quality to 300 x 600 dots per inch, and click ok.;;
to use this hardware with your shopify store, you need to meet the following requirements the star micronics tsp650ii bti bluetooth wireless receipt printer is not available from the shopify hardware store, but you can purchase it directly from barcodes inc any thermal paper rolls work with this printer, if for an explanation of how to load the receipt printer, see the guide in the manufacturer's hardware manual you need to connect your printer to the power supply plug one end of the power cable into the back of your receipt printer plug the other end of the cable into a power outlet the power indicator turns solid green. the error indicator blinks red when no paper is loaded after this, you're ready to pair the printer with your ipad it's useful to understand the meaning of the status light at the back of the bluetooth wireless receipt printer pairing the receipt printer with your ipad enables the devices to connect when used in the future you need to pair your printer with your ipad only once, but you have to connect it every time that you turn the devices on on the most recent model of the star micronics tsp650ii bluetooth wireless receipt printer model number 39449871, auto-connect is enabled. this means that after you've paired your printer with your ipad, the bluetooth connection is established automatically every time the printer's switched on and in range of your ipad make sure that the receipt printer has paper correctly installed before you pair it with shopify pos if your printer is an older model, then you need to pair and connect manually or enable auto-connect after you've paired the printer with your ipad connect your printer to the power supply in the shopify pos app, tap settings follow the instructions on the pair and connect printer modal, and then tap view available devices in the select an accessory list, tap the name of your printer after the connection is successful, you see a message on your hardware settings screen, and the bluetooth wireless receipt printer shows as connected when the printer is connected, the led on the back of the printer turns solid blue. if the setup is not successful, then reset the printer and try again as long as the printer remains paired with the ipad, it connects automatically whenever it's in range and the devices are switched on if you're having problems pairing your bluetooth printer, then try pairing it manually from your ipad settings tap the settings icon on your ipad, then tap the bluetooth menu option. you should see the star micronics printer in the devices list. the printer's status is not paired if you're invited to download an associated app for this printer, you can do so now. you need this app if you're using an older printer model and you intend to enable auto-connect find the red pair button located at the back of the printer, and hold it down for 5 seconds. after 5 seconds, the green led at the back starts to flash, indicating that the device is in pairing mode. pairing mode lasts for 60 seconds while your printer is in pairing mode, tap the star micronics printer in the devices list on your ipad. after a short pairing process, the printer shows as connected, and the led on the back of the printer turns solid blue your printer must be in pairing mode or it fails to pair with your ipad. if you see a pairing unsuccessful message, hold down the pair button on the printer for 5 seconds, and try again older models of the bluetooth printer are shipped with auto-connect off. this means that a paired printer can't connect automatically, even if it's turned on and within range of the ipad it's been paired with if auto-connect is off, you have two options if you want your paired printer to connect automatically every time you switch it on and the ipad is within range, then you need to enable auto-connect on model number 39449871, bluetooth auto-connect is enabled by default. for older models, you need to use an app produced by star micronics make sure your printer is paired with your ipad download the star setting utility app from the apple app store, created by star micronics open the star setting utility, then select your paired receipt printer from the list tap the auto connect toggle switch to turn auto-connect on, then tap done to finish configuring auto-connect, power cycle the printer by turning it off, waiting 5 seconds, then turning it back on now you must select the printer from the bluetooth devices list in your ipad settings one more time. tap the printer name and wait for it to connect from now on, your bluetooth wireless receipt printer connects automatically every time you switch it on, if the ipad is within range. you don't need to select it from your bluetooth devices list if auto-connect is not enabled, then you need to connect the paired printer manually every time you turn it on. to do this, tap the printer name in the bluetooth devices list in your ipad settings not the shopify pos app setting after connecting your printer, don't forget to in your ipad's settings, tap bluetooth to see your connected bluetooth devices tap the i symbol to the right of the printer name, and then tap forget this device to remove the printer from your bluetooth devices list from the settings screen of shopify pos, tap manage connected hardware tap the name of the printer you want to remove tap disconnect printer in ios settings you can return your receipt printer to its factory settings unpair your ipad and receipt printer, and then turn your ipad off with the printer turned off, find the reset button located on the back of the printer, and then use a pen to press and hold down the button while holding down the reset button, turn on the printer. continue holding the reset button for 10 seconds after turning on the printer, and then release the reset button the lights on the front of the printer begin to flash. wait until the power light is a solid green and the error light is off turn on your ipad and pair it with the receipt printer if you're using model number 39449871, then resetting leaves auto-connect enabled, although you need to pair your devices again. on older models, you have to re-connect the printer manually or re-enable auto-connect after you've paired the printer with your ipad shopify pos has an exclusive, 1-to-1 relationship with the star micronics tsp650ii bti bluetooth wireless receipt printer, which means the following you can't connect multiple ipads to the same printer shopify pos won't work with multiple printers at the same time if you have trouble using the star micronics tsp650ii, then try these troubleshooting steps check that you have these basic requirements check that printer paper is correctly installed and that the status indicator light is a solid green color unpair your ipad and receipt printer return your receipt printer to its factory settings, following the same instructions as for the star micronics tsp100iiibi bluetooth wireless receipt printer pair your ipad with the receipt printer go to your ipad's bluetooth settings, and confirm that the star micronics printer shows as not connected tap the printer to connect to it when the printer shows as connected, restart it again. when the printer turns on, it should show briefly as not connected, and then as connected if the printer doesn't connect automatically when you restart it for the second time, then you need to enable auto-connect test the printer by printing a test receipt if you still have trouble using the receipt printer after trying these steps, then contact shopify support.;;
if your store is on the basic shopify plan or higher, then you have access to reports about your inventory. you can use your inventory reports to view a month-end snapshot of your inventory, and track the quantity and percentage of inventory sold per day it can take 12-72 hours before inventory changes appear in reports the month-end inventory snapshot report shows the quantity of each product variant you had in stock at the end of each month the following columns are in the report you might see a negative number in the ending quantity column in the month-end inventory snapshot report for the following reasons you have inventory tracking enabled and you oversell a variant. for example, if you set the inventory quantity of a product to 5 at the beginning of the day and you receive eight orders for the product during the day, then the starting quantity is 5 and the ending quantity is -3, because you oversold the product by three units you don't have inventory tracking enabled. if you don't have inventory tracking enabled, then the default quantity is set to 0 and each order decreases the number of items available by one. for example, without inventory tracking enabled, if you add a new product to your store and receive two orders for that product, then the starting quantity is 0 and the ending quantity is -2 for more information about inventory tracking, refer to tracking and adjusting inventory the average inventory sold per day report shows the average number of items of inventory sold per day by product variant the following terms are in the report the percent of inventory sold report shows the percentage of each variant's inventory sold that is sold from the total starting quantity during the selected period. product variants will only appear in the report if they have been sold at least once before or during the selected period you might see a value below 0 or above 100 in the percent sold column in the percent of inventory sold report for the following reasons for example, if the inventory quantity of a product is 5 at the beginning of the day and you receive ten orders for the product during the day, then the percent sold is 200 the starting quantity is negative. for example, if the inventory quantity of a product is 10 at the beginning of the day and you receive 15 orders for the product during the day, then the starting quantity the following day will be -5. if you don't restock the product the following day and you receive two more orders for the product, then the percent sold that day is -40 the value is na if the starting quantity is 0 the abc analysis by product report is available on the shopify plan or higher the report gives each product variant a grade based on the percentage of your revenue that each variant contributed to over the last 28 days. the cost of the item does not factor into the calculation of an item's grade. the timeframe cannot be adjusted, and will update daily to provide the most up-to-date information for more information about how to use the data from this report, refer to abc analysis the abc analysis report contains the following columns the abc analysis report helps you understand which products to prioritize when restocking, and which products you shouldn't invest in too heavily. if you sell out of the products that account for 80 of your revenuea-grade products, then you can miss out on sales. if you overstock products that account for only 5 of your revenue c-grade products, then you can spend more on warehousing costs than necessary.;;
you can use shopify-supported bluetooth barcode scanners to quickly enter discount codes and add products to the cart at checkout. cordless barcode scanners can be used up to 100 meters away from your ipad or iphone you can use your device's camera to scan both 1d and 2d barcodes shopify supports the following bluetooth barcode scanners to use this hardware with your shopify store, you need to meet the following requirements your choice of barcode scanner depends on whether you want to scan 1d or 2d barcodes. the two types of barcode are easy to tell apart and have different uses. you can use the socket mobile s740 and chs 7qi 2d barcode scanners to scan both 1d and 2d barcodes 1d barcodes are a row of parallel lines of varying thickness you can create barcode labels with 1d barcodes for your products, and then use the socket mobile s700 and chs 7ci 1d barcode scanner, or your device's front-facing camera, to quickly add products to the shopify pos cart when you check out a customer 2d barcodes are a pattern of black and white blocks arranged in a square with shopify pos, you can use 2d barcodes in a few ways you can use your device's camera to scan the following 1d and 2d barcodes if you want to scan barcodes with your ipad or iphone's front-facing camera, then you need to grant the shopify pos app access to the camera. you're asked to grant the app access the first time you tap the barcode button or scan a gift card, but you can also do so manually from your ipad or iphone's privacy settings from your ipad or iphone's home screen, tap settings the camera can't scan a barcode if you hold it too close to or too far away from the camera. when scanning a barcode, hold it 10-15 inches away from your device's camera.;;
you can use the all-in-one star mpopa receipt printer with an integrated cash drawer and optional usb barcode scanner. you can also use a heckler windfall ipad stand with the mpop by adding the heckler poptop mounting table the all-in-one star mpop isn't supported on iphones the star scanner recognizes only 1d barcodes, so you can't use it to scan 2d barcodes on physical gift cards. if you want to scan physical gift cards, then you need to use your ipad's front-facing camera or buy a 2d barcode scanner to use this hardware with your shopify store, you need to meet the following requirements the mpop and its accessories are available for purchase from the shopify hardware store in the united states, canada, the united kingdom, and ireland the mpop is also available from third-party retailers around the world after the mpop and your ipad or iphone are paired, the cash drawer, receipt printer, and barcode scanner works with shopify pos make sure that the printer is plugged into a power supply and turned on. if you have the usb barcode scanner, then make sure that it's plugged into the mpop from your ipad or iphone's main settings, tap bluetooth under other devices, tap the mpop to pair it with your ipad or iphone. when the mpop appears under my devices on the bluetooth settings screen when it's paired and connected tap manage connected hardware, and make sure that the mpop receipt printer appears. if you have the barcode scanner, then it appears separately on the same screen optional after the mpop appears on the hardware settings screen of the shopify pos app, you can set it as the default printer the mpop automatically connects to the last device that it was paired with. if you want to use the mpop with a different device, then you need to unpair the mpop from your ipad or iphone for more information on setting up and using the mpop, including how to install receipt paper, connect the star scanner, and troubleshoot the mpop, see the manufacturer's user manual any thermal paper rolls with the following specifications work with the mpop you can purchase receipt paper for the all-in-one star mpop from the shopify hardware store if you buy your mpop from somewhere other than the shopify hardware store, or if you return the device to factory settings, then the auto connection option might be turned off. in this case, you need to manually connect the mpop to your ipad or iphone whenever they become disconnected if the auto connection option is turned off, then you can use the mpop utility app to turn it on. after you turn on the option, the mpop automatically connects to the last ipad or iphone that it was paired with whenever both devices are turned on if you buy the mpop from the shopify hardware store, then auto connection is enabled and the mpop automatically connects to the ipad that it was last paired with. you don't need to enable auto connection manually make sure that you've paired the mpop with your ipad and that they're connected from your ipad, install and open the mpop utility app from the mpop utility app, make sure that your mpop is selected under selected device from the menu at the bottom of the screen, tap settings from the setting screen, tap bluetooth settings disable the new pairing permission option by tapping its toggle button enable the auto connection option by tapping its toggle button to apply the changes to your mpop, turn it off and on again. the mpop now connects to your ipad automatically whenever they're both on and within range the star barcode scanner supports the following 1d barcode types star micronics has a troubleshooting guide that you can refer to if you have any problems with the mpop. if you can't resolve a problem, then you can also contact shopify support.;;
if you're using shopify pos, then start by choosing the hardware that you need to accept payments using cash, cards, or both. next, choose specialized retail hardware like barcode scanners, receipt printers, and cash registers that suit your business needs you can also use shipping hardware, such as label printers and scales, to speed up your fulfillment process depending on your business, the kind of retail hardware you need might be a bit different you can choose a variety of components for your shopify pos system, depending on the payment methods you accept, and your business needs any of the options listed allow for more than one register at a single location. there is no limit to the number of pos stations you can have at a given location if you're in canada, the united states, the united kingdom, or ireland, then you can buy hardware from the shopify hardware store if you're in canada or the united states, then you can buy the retail custom kit from the hardware store to quickly get your shopify pos system up and running if you are not located in canada, the us, the uk, or ireland, then refer to the model number reference guide and purchase hardware from a verified third-party retailer of your choice to make sure that the hardware you buy is supported by shopify, you must verify the model numbers on items you buy unless you're buying from the shopify hardware store in canada, the continental united states, the united kingdom, or ireland. model numbers must match those shown in the following table all hardware bought from shopify, except card readers, come with a 30-day return policy be sure to complete the correct return form for your country when returning an item you can see the hardware that's present on your network on the hardware screen by tapping , and then tapping manage connected hardware.;;
the wisepad 3 terminal is a pci-compliant card reader that connects wirelessly to your ipad or iphone. you can use wisepad 3 terminal to accept contactless and chip card payments with the shopify pos app the wisepad 3 terminal is only available to merchants in the united kingdom and ireland to use the wisepad 3 terminal, you need to meet the following requirements you must use a compatible ipad or iphone that is running ios 12.5.1 or higher and supports bluetooth 4.2 or higher the wisepad 3 terminal supports the following payment types the wisepad 3 terminal supports both chip and pin and contactless card verification. it does not support swiping magstripe the wisepad 3 terminal is available from the shopify hardware store in the united kingdom and ireland to turn on the wisepad 3 terminal, press and release its power button. if you've already paired and connected the reader with your pos device, then the reader automatically reconnects to the device you can charge the wisepad 3 terminal by using the usb cable that's supplied with it. to charge the reader, plug the small end of usb connector into the card reader or its base, and then plug the large end into a phone charger or a computer the wisepad 3 terminal takes 3 to 4 hours to charge fully. after the reader's fully charged, its battery should last for about 500-600 transactions. we recommend that you charge the terminal daily to insure that it is always ready to process transactions. you can check the amount of charge remaining in the terminal on the wisepad's by looking at the battery icon in the top right-hand corner of the display screen to use the wisepad 3 terminal with shopify pos, you need to pair the reader with your device through shopify pos. after the reader and device are paired, the reader connects to the device automatically whenever both are turned on and in range press and release the power button to turn on the reader in shopify pos, tap settings set up hardware on the select reader page, tap wisepad 3 when the card reader appears beneath available card readers, tap connect beside it the first time you pair the wisepad 3 terminal to your pos device, the reader performs an automatic update. this should take 8 to 10 minutes you can only use the wisepad 3 terminal with one device at a time. if you want to use the card reader with another device, then you need to first unpair it from its current device from shopify pos, tap , and then tap settings tap the name of your connected card reader you can use the wisepad 3 terminal to accept chip and pin or contactless tap payments contactless payments can be limited to purchases under a specified amount, depending on the payment type or the country where your business is based. to make purchases for larger amounts, or if your customer has exceeded their tap limit, your customer can insert the card, and then enter their pin from the shopify pos, tap checkout. if the wisepad 3 terminal is connected and ready, then a tap or insert card option becomes available allow the customer to tap or insert their card. the chip should face up, towards the shopify logo when the transaction is successful, the customer can remove their card choose whether to provide a receipt and the delivery method the following are the most common troubleshooting steps for the wisepad 3 terminal verify that bluetooth on your shopify pos device is turned on verify that the pos app has permission to connect to bluetooth in your device settings verify that your internet connection is stable verify whether the wisepad 3 terminal is connected to a different device. if it is, unpair it from that device before trying to pair it with a new device turn off the pos app on your device and turn it on again verify whether the wisepad 3 terminal has sufficient battery. charge the terminal if necessary press and release the wisepad 3 terminal's power button to wake it up verify whether the wisepad 3 terminal is within bluetooth range of the pos device unpair and repair the wisepad 3 terminal with your pos device reset the pos app on your device.;;
shopify shipping is available for orders shipped from fulfillment locations based in the united states, canada, and australia you can choose the shipping label printer that you want to use each time you print a label. you can do this on the shipping and delivery settings page in your shopify admin. for best results, use shopify-supported hardware to print your shipping labels you can use the dymo labelwriter 4xl to print the shipping labels you buy in shopify. it connects to your computer by usb. you can buy the dymo labelwriter 4xl at the shopify hardware store to learn more about the dymo labelwriter 4xl printer, refer to dymo's support page if you're using an apple computer to print your shipping labels, then shopify recommends the dymo labelwriter 4xl if you need help installing and setting up your dymo printer, then contact dymo's support before you can use the dymo printer on mac os x, you need to download and install the latest drivers for mac to install the dymo printer in windows 10, plug your printer in to your computer using the included usb cable, and connect its power adapter. after you turn on the printer, your computer will detect it automatically and download the required device drivers. you can confirm that your printer has been installed you can use the rollo label printer to print the shipping labels you buy in shopify. it connects to your computer by usb and doesn't require toner or ink to print to learn more about the rollo label printer, see rollo's support portal you will need to repeat this step if you change your label type or size you can use the brother label printer to print your shopify shipping labels from the shopify admin or the shopify app. the printer supports usb and wi-fi connectivity. you can buy the brother label printer at the shopify hardware store to learn more about the brother label printer, see the brother support portal if you need help installing and setting up your brother label printer, then contact brother support the brother ql-111onwb label printer supports usb and wi-fi connectivity the brother ql-111onwb label printer supports wi-fi connectivity to use airdrop with your brother label printer, complete the following steps to connect the brother label printer to your iphone or ipad using wifi direct, complete the following steps in communications settings, confirm that the wireless direct setting is enabled press and hold the wi-fi button on the front of the printer until the green wi-fi led begins flashing on your iphone or ipad, go to settings wi-fi in the list of available networks, tap the label printer. the default name of the printer is direct-, where is the last 5 digits of your printer's serial number at the prompt, enter the printer's password. the default password is 111, where is the last 5 digits of the printer's serial number you can also use a standard desktop printer to print shipping labels that you buy through shopify. to install your printer, follow the instructions that came along with it. if you need help installing your printer, then you can contact the support channels listed in your printer's instructions if you're using a standard desktop printer, then make sure that you select the 8.5 11 inch paper option when printing the label.;;
if you create a transfer or receive items by mistake, then you'll need to either delete the transfer or adjust your inventory levels to account for the mistake if you haven't received the inventory yet, then you can open the transfer on the transfers page and click delete transfer if you already marked the inventory as received, then you can't delete or cancel the transfer. instead, undo the inventory adjustment in one of the following ways;;
if you create a transfer or receive items by mistake for a location, then you need to either delete the transfer or adjust your inventory levels to account for the mistake if you haven't received the inventory yet, then you can open the transfer on the transfers page and either change the origin or delete the transfer if you already marked the inventory as received, then you can't delete or cancel the transfer. instead, undo the inventory adjustment in one of the following ways;;
when the inventory arrives at its new location, you mark it as received to confirm that it's transferred from your shopify admin, go to products transfers if you don't need to review inventory line by line, then you can click mark as complete as a quick way of indicating that you've received, rejected, or canceled all of the remaining items on the transfer for each item, click all or enter the number of items that you've received in the accept column click the... button and enter the number of items that you need to reject damaged items, for example or cancel. the quantity of the items adjusts accordingly if you've received extra items from the other location, then you can specify a greater number of items than you expected in the accept column to finish the transfer, click archive. only transfers that have a completed status can be archived.;;
you can transfer inventory between any active locations however, you can't create transfers for products that use a third-party fulfillment service from your shopify admin, go to products transfers in the origin section, select the location where the inventory is coming from in the destination section, select the location where the inventory is going in the products section, select the products that you want to transfer, and then click add to transfer for each product, enter the quantity to be transferred optional in the shipment section, enter an expected arrival date optional in the additional details section, enter a reference number and any tags;;
if you enable shopify to track your inventory, then make sure that you understand how items are counted and tracked when you receive them from the supplier. the number of incoming items varies based on the items that you've received regardless of whether you mark them as accepted or rejected you can find the number of incoming items for a product on the product's details page in the inventory section or in the variants section for product variants for an example, suppose that you have a transfer with 10 items if you ordered 10 items, received 7 of them, and marked 4 as accepted and 3 as rejected, then there will be 3 incoming items for that product. this is because you've indicated that although 3 of the items that you received weren't in the condition that you expected the 3 that you marked as rejected , you still received 7 of the items that you ordered.;;
when your inventory arrives, you can use a transfer to make sure that you receive everything you are expecting. when you confirm that you've received an item on your transfer, it updates the number of items on your inventory page make sure that you've enabled inventory tracking for your products and variants from your shopify admin, go to products transfers if you don't need to review inventory line by line, then you can click mark as complete as a quick way of indicating that you've received, rejected, or canceled all of the remaining items on the transfer for each item, click all or enter the number of items that you've received in the accept column click the... button and enter the number of items that you need to reject damaged items, for example or cancel. the quantity of the items will adjust accordingly if you've received extra items from your supplier, then you can specify a greater number of items than you expected in the accept column to finish the transfer, click archive. only transfers that have a completed status can be archived you can see all pending open, partial, completed, and archived grayed out completed status transfers on the transfers page. if you need to update a transfer at a later time, you can click on its transfer number make sure you understand how shopify calculates incoming inventory.;;
after you've submitted a purchase order to your supplier and received a confirmation, you can create a transfer to record the incoming inventory note the difference between a supplier and a vendor from your shopify admin, go to products transfers. all your transfers are displayed on this page if you want to enter the name of your supplier, then select one in the supplier section you can add a supplier by clicking create new supplier and then entering your supplier's contact and location information if you use multiple locations and want to change the location for the transfer, then change it in the destination section in the shipment section, enter a date in the expected arrival field if you want to assign a reference number or a tag to the transfer, then enter it in the additional details section. tags can have up to 255 characters you can use reference numbers and tags to filter and organize your transfers on the transfers page. for example, you can create an urgent tag to show that this is an urgent request in the products section, either enter the name of the product that you want to add to your transfer, or click browse products to view a list of your store's products and collections. use the checkboxes to select individual products or variants if you need to add a new product to your transfer, then you can do so by opening another tab and creating a new product there. when you return to the tab with your transfer, you can search for the product that you just created and add it to your transfer after you've added the products that you want to include in the transfer, click add products on the add transfer page, enter the quantities for each product that you are expecting to receive from your supplier make sure that you've added the correct number of items as you cannot edit the quantities after you begin receiving inventory after you create a transfer, you can view incoming inventory amounts on the product details page after you create a transfer, you can use it to receive your items when they arrive from the supplier.;;
you can use automated collections to hide out-of-stock products from your customers. you can do this manually on the collections page of your shopify admin, or use an inventory management app to do it for you you might also want to hide products in your store's default catalog collection before you can hide out-of-stock products from your collections, you need to enable inventory tracking in your shopify admin. inventory tracking automatically keeps track of the inventory level of each product that you carry enable inventory tracking for your products change the automated collection conditions for each of your collections, and add the following conditions this procedure makes sure that your automated collections don't contain any products that are out of stock, and that those products won't appear to your customers. any out-of-stock products will appear in your collections again after you receive inventory this solution for hiding out-of-stock products won't work if you set products must match to any condition by default, your store comes with a collection that shows all your in-stock products at the url url. you can hide out-of-stock products from this collection if you don't want to change your automated collections so that out-of-stock products are hidden, then you can try using an inventory management app from the shopify app store instead. some of these apps can automatically hide or delete products from your store when they're out of stock.;;
all shopify stores have a page at the url url that lists all of the visible products in the store. this is the store's catalog page. by default, products on the catalog page are shown in alphabetic order. you can create a collection to control the order in which your products are shown on this page you can create a collection with the handle all that you can use to control the order in which products are shown on your catalog page from your shopify admin, go to products collections now that you have created your all collection, you can sort the products within it. scroll to the products section and select an option from the sort drop-down menu if you select manually, then you can rearrange your products by using their drag and drop handles if you want to change the title of your all collection, then you can edit it now that the collection has been created. it is important, however, that the handle of the collection remains set as all. you can confirm this by scrolling to the search engine listing preview section, and clicking edit website seo in the url and handle text box, you should see a url that ends in all if the url ends in something different, then change it to all, and click save the changes that you make to the order of your products in this collection will be reflected on the catalog page of your online store.;;
an automated collection uses selection conditions to automatically include matching products. you can add up to 60 selection conditions, and you can specify whether products need to meet all conditions or any condition to be included in the collection if you want to choose specific products for a collection, then you can create a manual collection instead.;;
you can change your wholesale store settings on the preferences pages in the wholesale channel the wholesale channel is available to shopify plus plans only you can review and change any price list from the price lists page you can review any wholesale customer account from the customers page. open customer's page to edit the following settings for that customer you can also look up customer's wholesale prices in their customer page you can change the following settings for your wholesale store in the navigation page you can create header and footer content for your wholesale store from the pages page. for example, you can create webpages that contain your contact, shipping, and policy information. after you have created these pages, you can make them available to your customers by adding them to a navigation menu. to add the pages to a menu, go to the navigation page you can change the following settings that affect the look of your wholesale store in the appearance page you can change the following settings that affect the notifications that are sent to your wholesale customers in the notifications page you can change the following settings for your wholesale store in the preferences page in the wholesale channel you can prevent taxes from being charged to your customers by changing the tax settings for the customers and products if you set up a customer to be tax exempt, then taxes are not charged for their orders in any sales channel you can set what language your customers will see in your store and in wholesale emails from the preferences page. the following languages are currently supported other settings, such as currency, are controlled by the settings that you specified in the settings page in your shopify admin. learn more about these initial setup settings.;;
after your customers have added products to their carts, they can submit their orders for you to review, or they can pay for their products at the checkout within your wholesale store the wholesale channel is available to shopify plus plans only by default, wholesale customers don't pay for their orders at checkout. instead they submit draft orders for you to review. this process works well when your customers make large orders and they need to contact you to pay. but, it can be faster to allow customers to pay at checkout for small purchases, such as sample products you can enable an option to let individual customers pay for their orders within the wholesale store at checkout. when you enable this option, you can also set a limit for the order amount. if an order amount exceeds this limit, then your wholesale customer needs to submit the order for you to review. this option can be enabled for an individual customer from their account page. you can also enable it for multiple customers by using bulk actions in the customers page in the wholesale channel. learn more about wholesale checkout the orders that your customers submit for review are draft orders. these orders appear in the drafts page in your shopify admin. after you review an order, you email your wholesale customers an invoice that includes information about how to pay for the order by default, the invoice includes a link to a checkout page that uses the payment provider that you set up in your shopify admin that is, the same payment provider that is used in your online store. but, you can customize the contents of the invoice email that gets sent to your wholesale customers. for example, you can remove the checkout link and include your contact information. learn more about editing the invoice template you can also create wholesale orders on behalf of your wholesale customers in your shopify admin. create a draft order as you would normally, but be sure to add your wholesale customer to the order. when you add products to the draft order, you will see their online store prices only. to replace the prices with those from the customer's price list, click more actions apply wholesale pricing. quantity rules are also checked by apply wholesale pricing, and you will be notified if you need to make any changes. learn more about applying wholesale pricing to a draft order when a wholesale order is created, it is tagged with a tag named wholesale by default, the wholesale checkout offers the same shipping rates that are set in your shopify admin these are the shipping rates that are offered in your online store. you can override this default by setting a shipping rate for your wholesale customers in the preferences page in the wholesale channel. the shipping rate that you enter in the preferences page will be the wholesale shipping rate is not added to the draft orders that you create on behalf of your customers in the shopify admin. when you create draft orders for your wholesale customers, you need to enter the shipping amount manually or choose one of your online store shipping rates from the drop-down list.;;
a wholesale customer is any customer who has at least one price list assigned to them. you can create wholesale orders for these customers using your shopify admin. you can also give these customers access to your wholesale store by inviting them to create wholesale store accounts which are different from online store accounts . customers with wholesale store accounts can log into your wholesale store and create their own orders you can find information about a wholesale customer by opening their customer page on the customers page in the wholesale channel you can perform the following tasks for a customer from their wholesale customer page customers can be added to wholesale in one of the following ways you can track your wholesale customers from the customers page in the wholesale channel the following table describes the different statuses that a wholesale customer can have your wholesale store is password-protected, so no one including the shopify store owner can access it without a wholesale store account. a wholesale store account is different from an online store account. a customer can't log into the wholesale store using their online store user name and password. a customer can have both an online store account and a wholesale store account.;;
price lists contain the products that you want to offer at wholesale prices. price lists are available for use in your wholesale store only. they do not apply to any other sales channel not even your online store price lists override your regular, online store prices in your wholesale storefront. they let you offer different prices for the same products to different customers the wholesale channel is available to shopify plus plans only a customer must be assigned a price list to be able to purchase products at the prices offered in that price list price lists contain the following information you can create price lists that offer percentage discounts off your standard pricing or discounted prices for each individually-priced item offer percentage-based prices for all products all products in the wholesale store or groups of products in collections selected collections percentage discount price lists offer products at prices that are calculated by applying the discount to their online store prices. when the price of a product in the online store changes, then the wholesale store price is recalculated. for example, you create a price list for pencils that applies a 30 discount off their online store prices. the online store price for a pencil is 1.00, so the wholesale price is 70. if you change the online store price of the pencil to be 50, then the wholesale price is 35 offer specific products and variants at fixed prices volume pricing for products, volume pricing for variants, and price list import . volume pricing supports minimum and maximum quantities and quantity increments. price lists that offer fixed prices are not affected by changes made to the online store prices of their products you can charge your customers different prices for the same products and services. to do this, create multiple price lists that feature the same product but at different prices. then assign different customers to each list you can create as many price lists as your business needs. manage different price structures by layering your price lists and assigning groups of customers to multiple price lists. a customer can have more than one price list because you can assign a customer to multiple price lists, it's possible that a customer could be offered the same product at different prices. when such a difference occurs, the price rule that affects the most specific group of products will take precedence in the order of variants, then products, then general discount lists for example, one of your customers is a small business that sells outdoor gear. you assign this customer the following price lists both price lists are discount price rules that affect all products in a collection, and the lowest discounted price is 14. your outdoor-gear customer pays 14 per hat for the month of december, you put your red hats on sale. you assign your outdoor-gear customer a price list that offers a discounted price if more than 20 red hats are ordered because your customer has access to both a general discount list and a volume pricing by product list, the lowest product-level price is what the customer pays. your outdoor-gear customer pays 15 per red hat for the last week of december, you run another sale using the weekly-sale-products price list that discounts extra large red hats if more than 15 are purchased because your customer has access to a general discount list, a volume pricing by product list, and a volume pricing by variant list, the lowest variant-level price is what the customer pays. your outdoor-gear customer pays 10 per extra large red hat when you import price lists using a csv, you can import lists that use volume pricing by variant, but not product pricing by product or general discount lists. your price list will follow the rules listed here according to the type of pricing method you've used it's common for a product to be offered at different prices on different price lists. for special deals or other temporary price changes, you can create a dedicated price list, and then assign customers to it. after the sale is over, you can unassign customers from this price list by removing the tag from it or by deleting the price list for example, you have a regular price list that offers all products at a 40 discount and a clearance price list that offers set prices on a few slower moving products. to run a sale, you can assign the clearance price list to the same customers who are included in your regular price list by adding the same customer tags to the clearance price list you can always exclude products from your online store by making them unavailable to your online store channel the easiest way to exclude products from your wholesale store is to omit them from your price lists. if you have any products that you don't want to offer in your wholesale store, then you should create price lists based on collections, rather than a list that applies to all products in your store if you need to exclude a product temporarily from your wholesale store, then hide the product by making it unavailable in the wholesale channel the following list contains some known issues and limitations related to pricing and price lists the wholesale channel does not support discount codes or shopify scripts so you can't offer cart-level discounts volume-based pricing, where the price for all units decreases as more products are sold, is supported in some volume-based lists. tiered pricing, where the price per unit decreases after the quantity in a tier has been purchased, is not supported in any price list in the wholesale channel when you set up quantity increments for products in a price list, you can enter only whole numbers for the increment amount. you cannot increment your orders by fractions or decimal increments if you run a sale using launchpad on products that also appear in your wholesale store, then their wholesale prices could be affected by the sale event. for the duration of the launchpad event, any price lists that apply a percentage discount will have the discount applied to the sale price not the regular retail price. price lists that use fixed prices are not affected by launchpad events if you add a new variant to a product that's already included in your fixed price lists, then its price will be determined by the prices and quantity increments you have set at the product level. this does not hold true for percentage-based price lists, which use the same discount as other variants for that product.;;
this tutorial guides you through setting up a wholesale store and creating an account so that you can log into it. it also describes how to create price lists and wholesale accounts, and how to sign into the store as a customer the wholesale channel is available to shopify plus plans only add the wholesale channel to your shopify admin. your wholesale store is automatically created when the channel is added. unlike the online store, not even the shopify store owner can log into it without a wholesale store account. a wholesale store account is not the same as an online store account. a customer can't log in to your wholesale store using their online store user name and password create a customer account and make sure that you do the following steps to let your wholesale customers log in to your wholesale store to create their own orders, you need to invite them you will receive an email invitation to the wholesale store from your email account, open the email from the wholesale store. follow the instructions to create an account and sign in. when you sign into your wholesale store, you will have access to all your products. each product in your wholesale store is offered to you at the percentage discount that you specified while signed into your wholesale store, create a test order and submit it. for this tutorial, your wholesale store customers can submit orders, only after you and your customer have agreed on the purchase, you need to send them an invoice to send a customer a wholesale invoice by default, your test customer will receive an invoice that instructs them to pay using the payment provider that is set up in your shopify admin. since wholesale customers can prefer other payment options, you can customize the email template to offer them alternative payment options a draft order converts to an order when your customer pays. for this tutorial pretend that your test customer has paid for the order outside of shopify. for example, they paid the full amount with a corporate account or a wire transfer the draft order converts to an order that you can fulfill now that have an order, you can fulfill it as you would any other order because you created a test order and pretended that you received payment for it, this order will appear in your reports unless you delete it to remove the test order from you store, delete the test order.;;
create a wholesale customer by assigning them to a price list. after you've assigned them to a price list, you can create orders on their behalf. if you want them to sign into your wholesale store and create their own orders, then you must invite them to create wholesale store accounts. you can also allow customers to sign up for their own wholesale store accounts the wholesale channel is available to shopify plus plans only if your customer doesn't need to sign into your wholesale store, then skip the next step. you can now create wholesale orders for your customer if your customer needs to sign into your wholesale store, then they need a wholesale store account. go to the next step to invite them to create this account. if your customer has a wholesale store account, then they now have access to this price list when they sign into your wholesale store to invite customers to your wholesale store, you need to send them an invite link. each invite link is generated for a particular customer. these links can't be shared or reused the easiest way to send invite links is to use the email inviter that is built into wholesale. if you need to send more customized emails, then you can export the links to a csv file and import them into an external email system. both options are available as bulk actions on the wholesale customers page your wholesale store is password-protected, so no one including the shopify store owner can access it without a wholesale store account to invite a wholesale customer to the wholesale store after you invite a customer, their status is changed to invited and they appear under the invited tab on the customers page after your customer creates their account, their status is changed to enabled and they appear under the enabled tab on the customers page you can prevent taxes from being charged to your wholesale customers by setting them as tax exempt on their customer's page in your shopify admin.;;
your password-protected wholesale store is created automatically when you add the wholesale channel to your shopify admin the wholesale channel is available to shopify plus plans only the default site address for your wholesale store uses the following format url. you can change the domain of the address from the preferences page in the wholesale channel unlike your online store, you cannot log into your wholesale store as soon as it is created. your wholesale store is password-protected, and no one including the shopify store owner can access it without a wholesale store account. a wholesale store account is not the same as an online store account. you cannot log into the wholesale store using your online store user name and password you need to create wholesale store accounts for the customers that you want to sign into the wholesale store. learn more about creating wholesale customers a password-protected, separate wholesale store is created automatically when you add the wholesale channel to your shopify admin before you create a wholesale store, consider the following your wholesale store is created after you create your wholesale store, do the following for more information about setting up your wholesale store, refer to the wholesale store tutorial.;;
import products for use in your wholesale store by using a csv file and then making them available to the wholesale channel in your csv file, you will find it useful include tags to help you manage the products after the import. it is faster to add tags to your products in a csv file before the import than it is afterwards. the wholesale channel is available to shopify plus plans only your products have been imported into your shopify admin and are now available to the wholesale channel you can verify that a product has been published and that it is available to the wholesale channel on the product's page.;;
create a price list for the products that you want to sell on your wholesale store. a price list contains the wholesale products and prices that you want to offer to your wholesale customers. you assign your wholesale customers to one or more price lists to give them access to these products and prices the wholesale channel is available to shopify plus plans only to create a wholesale price list your customer is now assigned to this price list. if other customers have the same tag as the one added to the price list, then they are also assign to this price list now that you've created your price list, you can assign more wholesale customers to it. to assign another customer to this price list, add the customer tag that you added to this price list to their customer page.;;
volume pricing supports minimum and maximum quantities and quantity increments the wholesale channel is available to shopify plus plans only when you create a price list and you choose volume pricing, you enter a wholesale price for each product. if your products have variants, then you can enter a different price for each variant, or you can apply the product price to the variant prices price lists that offer fixed prices are not affected by changes made to the online store prices of their products when you choose volume pricing, you can also make the following customizations you can set both minimum quantity and maximum quantity amounts for individual products and variants when you create a volume pricing list. your customers need to order enough product to meet or exceed the minimum amount, but not enough to exceed the maximum amount. for example, you could require that your customers order at least 25 shirts, but not more than 100 so that no customer can purchase all your shirts you can also set a quantity increment as well as setting minimum and maximum amounts. when these settings are enabled, your customers can order in increments that exist within the minimum and maximum range minimum amounts for an order can be set for individual customers as well as your store when you create a volume pricing list, you can set the number of units by which a product is grouped and sold together. for example, if you sell socks in packages of six, then enter 6 in the increments column when you create a volume pricing list, you can set thresholds quantity breaks for volume pricing. there are two ways you can do this volume pricing for variants lets you offer discounted rates that are based on the amount of a specific variant being ordered. for example, you offer a shirt that has small, medium, and large sizes, at a retail price of 5. you're able to set quantity breaks for each variant of your product that operate independently of each other. this pricing option is a good choice if you have particular variants that you want to offer special pricing for if you would rather set quantity breaks that operate no matter which variant your customers opt to select, then you can use volume pricing for products instead. volume pricing for products allows you to set prices that offer your customers prices based on the total amount ordered of that product, regardless of the variants selected for example, you offer an apparel customer the following volume pricing for your product in this example, if the customer ordered 35 shirts, then they would pay 5 for each shirt volume break 1 for a total of 175. if the customer ordered 80 shirts, then they would pay 3 for each shirt volume break 2 for a total of 240, and so on when you create a volume pricing list for products, your prices and increments don't need to be the same across variants. if you choose, you can have different quantity breaks and increments for each of your variants the following table shows other examples of volume pricing.;;
when you create a wholesale price list, you can choose to import prices from a csv comma-separated values file the wholesale channel is available to shopify plus plans only importing a price list is a good option when you use an external system, such as an erp or spreadsheet, to create and maintain your price lists. if you use or plan to use the wholesale channel to maintain your prices, then do not import your price lists imported price lists support the following pricing features imported price lists have the following rules you need to create and upload a csv file that lists the products and product variants that you want to include in the price list along with the wholesale prices that you want to offer them for before you import the csv file, make sure that each product and product variant that you want to import has a barcode or sku listed for it in your shopify store. the import process uses the sku or barcode to match the product variants listed in your csv file to the products and variants in your store to import prices, create a price list and choose price list import you can download and view sample csv files to use as templates for creating your own import file if you use a sample file to create your own prices, then make sure that you remove all the sample information your csv file needs to contain the following information the following table describes the columns that you can use in your csv file the wholesale price for the product variant in your price list this value accepts a number with up to two decimal places. you can use a period or a comma depending upon the currency of your store as the decimal separator to separate dollars and cents. to separate numbers in groups of three, use a period, comma, or a space as the thousands separator. the following are examples of acceptable values 1 000 000, 1.000.000, and 1,000,000 if the currency uses a period to separate the decimal place, then use a period. the following are examples of acceptable values 55, 55.1, and 56.20 if the currency uses commas to separate the decimal place, then use a comma. the following are examples of acceptable values 75, 57,2, and 75,20 the following examples are all valid for three thousand, one hundred and forty-one dollars and fifty-nine cents 3,141.59, 3 141.59, 3.141,59 if you use a comma as the decimal or thousands separator, then your wholesale prices need to be enclosed in straight double quotes so that they import correctly for example 1,000,000 and 1 000 000,52 do not format this number with a dollar or cent sign volume pricing by variant offers different per-unit prices for all ordered units depending upon the amount that is purchased. you can import prices with volume breaks using a csv file that uses the following columns the following examples are all valid for three thousand, one hundred and forty-one dollars and fifty-nine cents the following list contains details about the csv file that you need to provide the first line in the csv file needs to contain the names of the column headers. all other lines in the csv file need to contain pricing information for a single product variant the order of the columns is important and every row must have the same sequence of columns. for columns that are optional, any preceding columns including other optional columns must be specified. for example, to specify the maximumunits column, you must also specify the minimumunits column in your csv file the import matches the lines in your csv file to product variants in your store by using the barcode or the sku if there is no barcode. if the import can't find a match in the store, then the pricing information for that line is not imported. both columns can be included in your csv file, but if all your product variants have barcodes, then you don't need to include the sku column. similarly if all your product variants have skus, then you don't need to include the barcode column. both columns need to be included if some of your product variants have barcodes only and some have skus only if you don't use barcodes to identify your product variants in your csv file, then each product variant in your store should have a unique sku. if this is not the case, then all product variants that share the same sku are given the same price. if there is a discrepancy in the pricing, then the lowest price is the one used use utf-8 encoding to avoid generating unwanted special characters in your file separate columns with commas and separate each line with a line break rn if a barcode or sku contains special characters, such as a comma, then you must use double quotes for the escape character to enclose the barcode or sku. make sure that your file uses straight quotes and does not use smart quotes curly quotes such as those often used in spreadsheet programs when this csv file is uploaded to the wholesale channel, any product variant that has the sku 90210333 will be have the wholesale price of 8.;;
you can view the wholesale products and prices that a customer can purchase from the customers page in the wholesale channel the wholesale channel is available to shopify plus plans only when you need to check the wholesale prices that you've offered to a wholesale customer, you can look up these prices from their account page in the wholesale channel to check your wholesale prices;;
you can use the customer csv template to import a list of customers along with their price list tags into your shopify admin. after the import, you can invite them to create their wholesale store accounts from the customers page in wholesale the wholesale channel is available to shopify plus plans only it is faster to add tags to your customers in the csv file before you import than it is afterwards. for example, if you know the price list tag that you want to assign to these customers, then add this tag to your customers in the csv file;;
you can delete a customer's wholesale account by using bulk actions in the customers page deleting a wholesale customer prevents the customer from being able to create wholesale orders. it does not delete the customer entry from shopify a wholesale customer cannot be deleted by removing their price list tags. when you delete a customer's wholesale account, the customer's price list tags are also removed from the customer the wholesale channel is available to shopify plus plans only.;;
find new customers by allowing prospective customers to apply for accounts to your wholesale store. you can choose to automatically approve anyone who signs up or to review each application before approving them the wholesale channel is available to shopify plus plans only when you set up wholesale account signup, you can choose the following features enable wholesale account signup, so that your customers can sign up for their own accounts. a link to a sign-up form is added to the login page of your wholesale store. you can choose to automatically approve anyone who signs up or to review each application before approving them. after the customer has been approved, they can log in to your wholesale store to enable wholesale account signup if you need to collect extra information from your prospective customers, then follow the instructions to add additional fields to the form you can change the order that the additional fields will appear on the signup form by dragging and dropping them on this page enter the price list tags that you want to give to these customers when they apply for an account follow the instructions to add other settings to these customers, such as a minimum purchase amount and wholesale checkout a link to the sign-up form is added your wholesale store's login page if you chose to manually approve all new customers, then you need to review their applications before they can log in to your store. when a prospective customer submits their signup form, you receive an email notification to approve them in the wholesale channel. you can approve customers one at a time or you can use bulk actions to approve more than one customer at a time to approve a signup customer's application by default, prospective customers need to enter their name and email address to apply for a wholesale account. if you need extra information about these customers such as, their business address, number, or description then you can add additional fields to the sign-up form. customers need to enter answers for each field on the sign-up form before they can submit it. when you add the fields to the form, you can set their order by dragging and dropping them after a prospective customer submits the sign-up from, the following events occur after a prospective customer submits the sign-up form, the following events occur when you delete a customer application if you want to explain to them why they were declined, then you can send them an email from outside of shopify. if you decline a customer, then their status is set to declined and their record remains in your wholesale channel, so that you can refer back to their application and you can choose to approve them later. if you delete a customer, then the customer is removed from your wholesale channel your customer can ignore your invite and sign up for a wholesale store account by using the sign-up form. when the customer completes the sign up process, they will have the price list tags that you set for them when you sent the original invite as well as the default price list tags that you give to your customers who use wholesale account signup anyone can sign up for your wholesale store. if the customer doesn't exist in your store, then a new customer is added in shopify and they are given the wholesale price list tags and settings if an existing customer signs up for wholesale, then their customer profile in shopify is updated with the wholesale price list tags and settings. if an existing wholesale customer tries to sign up, then they will be prompted to log in with their existing credentials you cannot merge customers in shopify. you also cannot delete a customer who has an order but you can delete them if they have only draft orders. if your new wholesale customer doesn't have an order, then you can delete that customer entry and ask your customer to sign up again if the customer has an order, then you could a notification email is sent to your wholesale store email address after a customer has submitted the sign-up form. if you enabled manually approve new customers, then you can review their application from the customers page in the wholesale channel there is no difference between customers who sign up and customers that you invite. you can always create orders on behalf of your wholesale customers all fields on the sign-up form need to be filled in before a prospective customer can submit the form. customers cannot submit the form if there is an empty field there is no way to limit the data type of a sign-up field. but, you could include the data type that you want in the title of the additional field the customer sign-up page uses the same settings as your wholesale store login page. if you need a customized sign-up page, then consider creating your own sign-up page on your online store not outside of the title of an additional field. when a customer applies for an account, their responses are saved to their wholesale customer account. if you change or delete any fields from the form, it does not affect existing wholesale accounts.;;
send your wholesale customers invoices that are different from the invoices that you send to your retail customers the wholesale channel is available to shopify plus plans only when you send an invoice email to your customers, the email is generated using the invoice template. by default, this template provides customers with a link to a checkout page where they can enter billing information, select a shipping method, and submit payment. customers can pay using any of the payment providers that are enabled in your shopify admin you can edit this template to offer your wholesale customers alternative payment options or terms. for example, you can add code that sends one invoice to your retail store customers and a different invoice to your wholesale store customers the following code checks whether the invoice email is for a wholesale order. if the invoice is for a wholesale order, then the email contains instructions for the customer to contact you to pay for their order. otherwise, the default invoice is sent by default, all wholesale draft orders are tagged with an order tag named wholesale. the following line of code checks whether the order has the wholesale tag if tags contains wholesale when you review your draft orders, do not remove the wholesale tag.;;
by default, your wholesale customers can add items that are out-of-stock to their cart. this option is useful when you know that your out-of-stock products will likely be available before your customer makes payment if you do not want your customers to submit orders that contain out-of-stock products, then you can disable out-of-stock items on the preferences page in the wholesale channel. if you disable this option, then all out-of-stock products remain visible in the wholesale store, but your customers can not add it to their carts the wholesale channel is available to shopify plus plans only it's possible that a product will be in-stock when a wholesale customer adds it to their order, but out-of-stock when they try to pay for it. this can happen even if you prevent your customers from adding out-of-stock products to their cart and you reserve inventory when you reserve their draft order. for example, a product can be in-stock when your customer submits a draft order, but be sold out when they open their invoice to pay for it if your wholesale customers pay for their orders at checkout and you track inventory using shopify, then your inventory is checked before your customer can pay for the invoice. when your inventory doesn't contain enough product to fulfill the order, the following events occur if the product is in-stock, but the amount available is less than what the customer ordered, then your customer's order changes so that the number of items ordered matches your inventory. for example, your customer orders 10 fidget spinners, but when they are ready to make payment, only 5 exist in your inventory. their order changes automatically so that your customer orders and pays for 5 fidget spinners if the product is out-of-stock, then the customer is instructed to contact you, the merchant. they cannot pay for this order or change it. you must open their draft order in the shopify admin, remove the out-of-stock products, and resend the invoice when you accept your customer's payment by clicking pay by credit card on the draft order in your shopify admin, then the inventory check occurs after the payment completes. this means that you can accept payment for products that are not in stock yet. if any product is out-of-stock or there isn't enough in stock to fulfill the order, then a warning appears at the top of the order in your shopify admin.;;
you can require that your customers spend at minimum a set amount each time that they make a wholesale order. you can set a minimum order amount for your wholesale store in the preferences page. for individual customers, you can set the amount from their customer page. a minimum order amount set for a wholesale customer takes precedence over the minimum order amount set for the store for example, you set 150 as the minimum order amount for your wholesale store. then, you set the minimum order amount to 200 for customer joe. all customers except for joe create orders that meet or exceed 150. joe creates orders that meet or exceed 200 you can also set minimum and maximum quantity amounts for individual products and variants when you create your price lists. learn more about wholesale price lists the wholesale channel is available to shopify plus plans only. if you're not on plus, you can also use apps from the shopify apps store to offer wholesale prices to your customers unless a wholesale customer has their own minimum order amount, your wholesale customers must submit orders that meet or exceed the amount set for the wholesale store to set minimum order amounts for your wholesale store the minimum order amount that you set for a wholesale customer is the amount that their wholesale orders need to meet or exceed regardless of whether there is a minimum order amount set for the store to set the minimum purchase amount for a customer;;
although the default is for your wholesale customers to submit their orders for review, you can allow individual customers to pay for their orders at checkout in your wholesale store. you can also limit the amount that they can pay at checkout by setting a maximum order amount if you want your wholesale customers to pay at checkout for orders that are less than 100, then set the maximum order amount to 100. when an order is less than the 100, then the customer pays for the order at checkout. when an order is more than the 100, then your customer submits a draft order for your to review your wholesale customer cannot choose whether to pay at checkout or to submit an order. the option to pay at checkout depends upon the amount of the order and the limit amount, if any. the customer also cannot split an order that is, they can't pay for part of the order at checkout and submit a draft order for the remaining amount at checkout, the following rules are used to apply a shipping rate to a wholesale order learn more about wholesale shipping rates you must enable wholesale checkout for each customer that you want to allow to pay at checkout. you can enable this option for an individual customer from a customer's account page, or you can enable this option for multiple customers by using bulk actions in the customers page in the wholesale channel to enable wholesale checkout for a customer;;
when you're ready to complete a wholesale draft order, you need to send an invoice to your customer, accept their payment, and then fulfill the order the wholesale channel is available to shopify plus plans only when you receive a draft order from a wholesale customer, you can process it as you would any draft order. after you have emailed your customers an invoice, they will receive a notification whenever a change is made to their invoice. you can change this behavior from the notification page in the wholesale channel when you receive a wholesale draft order, review the quantities of the products ordered to make sure that you have enough inventory to fulfill the order. if you don't have enough inventory, you can edit the quantities in the draft order and contact your customer if you track your inventory using shopify, you can click reserve inventory to make sure that the products are available when your customer is ready to make the actual purchase if you made any changes to the draft order, then by default a notification is sent automatically to your customer. you can disable this notification from the notifications page in the wholesale channel. you can also contact your customer directly to make sure that your customer approves of the changes before you send an invoice and start the payment process after you've agreed on the order and payment terms with your wholesale customer, send them an invoice email to confirm the sale of the products. learn more about this invoice email and its contents your customer receives an invoice with instructions about how to pay for their order when your customer pays using one of the following automatic payment methods, then the draft order converts automatically to an order if your customer pays for the order using a manual payment method, then you need to open the relevant draft order, click mark as paid to record the payment, and convert it to a draft order if your customer makes a partial payment, then click mark as pending to record the payment. the draft order converts to an order that is tagged with the wholesale tag after your draft order is converted to an order, it can be fulfilled. if you have automatic fulfillment enabled, then the order is sent to your fulfillment service or app. otherwise, you fulfill the order as you would any other order. learn more about managing orders and fulfilling orders.;;
you can create orders and send invoices for your wholesale customers within your shopify admin. to do this, create a draft order, add a wholesale customer, and then apply wholesale prices to the products ordered the wholesale channel is available to shopify plus plans only each time that you apply wholesale pricing to a draft order, the prices of any wholesale products in the draft order are replaced with the prices from your customer's price list. so if you want to change a product's price or offer a line item discount, then you need to make these changes after you've applied the wholesale pricing you need an existing customer who has a wholesale account. you will add this customer to the draft order so that their wholesale pricing can be applied to the order you can create a wholesale order in your shopify admin for any customer who has a price list. this customer does not also need to be able to log into your wholesale store to create a wholesale draft order create a draft order as you would normally after you have added the products to the order, apply wholesale pricing to the items in the order click add shipping and enter the wholesale shipping cost. if you don't specify a value for shipping, then the shipping options from your online store are offered to your wholesale customers if needed, add taxes and discounts to the draft order click send invoice to send an invoice to your customer that includes instructions on how to pay for their order. a copy of this invoice is also available to your wholesale store customers from their account page in your wholesale store you can also create orders with pre-filled customer information from existing customer profiles after you've sent an invoice to your customer, you can process their order.;;
your store has many notification templates. notifications are triggered by events, like a new order being placed, or an order being fulfilled. they are sent to you, your staff, or your customers, depending on the event as well as your order notification settings you can customize your email notifications by adding a logo or changing the color scheme for all templates at once. you can also edit the content of email or sms notifications individually you can add a logo to all your email templates at once add a logo by clicking choose file, finding it, and uploading it you can change the color scheme of your email templates change the accent color of your emails by entering the color code or clicking the color picker the language that your email templates appear in depends on your theme's language and any edits that you've made to the templates click the name of the notification that you want to change edit the email subject field and the body of the email message if you need to reset a template to its default, click revert to default below the template editor after you've customized a notification template, you can preview the changes in the shopify admin or send it by email to see how it would appear to your customers in some countries and regions, you might need to show your tax registration number on customer invoices or other notices. in australia, canada, and india, businesses that charge the goods and services tax gst might need to show their registration number. in the european union you might need to show your value added tax vat identification number check with your tax accountant or a government authority to find out whether you need to show the number to show your number on an email notification, follow these steps in the following example, the store owner added their address and tax number after their store logo in the order confirmation notification alternatively, you can purchase and download an invoice app from the shopify app store. an invoice app enables you to include tax number on invoices if you collect duties and import taxes, then verify that your notification emails contain a duties line so that your customers have a record of paying that fee if you use the default templates for the order confirmation and order refund email templates, then your emails are automatically updated to include a duties line item. you don't need to make any changes if you customized your order confirmation and order refund email templates, then you can add the following code to your email templates to add a duties line you can add a custom message to several notifications, including if you add custom messages, then your notifications must contain the custommessage tag in their code. if you click review email with no custom message when sending your notifications, then your email does not include one styling your templates with css requires advanced knowledge of html and css you can use in-line css to style your email templates by overriding the default stylesheet which is. the template editor inlines any style tags in the template automatically. it preserves media queries to help make responsive emails easy to create. external stylesheets and stylesheets uploaded with theme assets can't be inlined, so it's recommended that css styling be included in a tag in the of your templates your html email templates are transformed into plain text for email clients that require this version to be displayed, such as mail for apple watch you can customize the copy and formatting of each sms template in the templates section, click the template you want to change make any changes to the content of the sms if you need to reset a template to its default, click revert to default below the template editor.;;
add a subdomain to your wholesale store and provide a branded website address to your wholesale customers when your wholesale store is created, its domain is set to myshopify-name url, but you can change it to help your wholesale customers find your wholesale store you can change the domain of your wholesale store to point to a subdomain of an existing domain, whether it's already associated with your online store or not to set up a subdomain for your wholesale store add a cname record to your domain. the cname needs to point to url. for example, if you want your wholesale store to use the domain url, then for the url domain, add a cname with the name wholesale that points to url if you purchased your domain through shopify, then you need to follow the instructions to add the cname record to your shopify-managed domain. if your domain provider is a third-party provider, then there are instructions for editing the dns settings for common third-party domain provider connect the subdomain to your wholesale store if shopify manages your domain that is you purchased your domain through shopify then you can add the cname record using your shopify admin. the cname record needs to point to url for your wholesale store to add a cname for your wholesale store when shopify manages your domain in your shopify admin, open the online store domains page open the shopify-managed domain that you want to use for your wholesale subdomain click add custom record cname record and enter the following information if you need help creating your cname for your wholesale subdomain, then you should contact your third-party provider's support team. shopify's support team will be more limited in assisting you because every provider is different. when you call your provider for support, you can tell them that you want your subdomain your cname record to point to url.;;
retailers can place wholesale orders from you through the handshake marketplace. orders placed through the handshake marketplace are shown in your shopify admin on the orders page review the following requirements and considerations for using handshake the products in your handshake sales channel need to have the following if you track the inventory of the products that you sell through the handshake sales channel in your shopify admin, then you need to have the quantity available to fulfill an order, or you need to enable continue selling when out of stock in your product's inventory settings if you use your store's shipping rates for the handshake sales channel, then you need to have a shipping rate with a united states shipping zone payments need be made through a direct payment provider using a credit card. to learn more about available payment providers in the united states, refer to ways to accept payments in united states page taxes aren't charged through the handshake checkout. if you want to charge taxes, then edit the order after it's placed to charge a separate invoice for the tax amount discounts in your shopify admin can't be used in the handshake checkout orders placed through the handshake are shown in your shopify admin on the orders page, but don't have a specific tag. you can filter your order list to show only orders that were placed through the handshake sales channel you can do the following actions to orders because of the price discounts in handshake, you can't edit the quantity of a product directly. to change the quantity of a product, first remove the product and then add it back to the order. then, you can adjust the quantity and apply a discount. for more information about how to edit orders, refer to editing orders when you edit an order placed through handshake, an email is sent to your retailer with the details of the updated order. the email contains only the current products in the order, not products that were removed. the email is sent through handshake, and is different from the emails in your notification settings within shopify. the default order editing email from your notification settings is not sent, so that your customer receives only one email after a customer places an order, you can add custom charges, such as shipping or taxes, for your customer to approve. you can add custom charges only to orders that aren't fulfilled no additional tax amounts can be captured in the handshake checkout. if you need to charge taxes on your orders through handshake, then you can add a custom tax charge if you need to charge a different shipping rate than the one that was charged at checkout, then you can charge a custom amount for shipping after the customer places their order if you plan to do this on every order from handshake, then update your shipping information in your handshake profile to let retailers know that what they are charged for shipping at checkout is subject to adjustment after they place their order. for more information about your shipping preferences, refer to set your shipping preferences if the customer has already paid a portion of the shipping charge, then make sure to only charge the difference. for example, suppose a customer is charged a shipping rate of 20 usd in the checkout, but should be charged 30 usd. when you add a custom shipping charge, make sure to charge only an additional 10 usd, and not the full 30 usd you can fulfill orders that were placed through handshake through your shopify admin on the orders page. when you fulfill an order placed through handshake, then the order fulfillment email that is sent to your customer comes from handshake and doesn't use the template in your notification settings. the template that handshake uses contains information such as tracking numbers and shipping carrier details when you fulfill an order that was placed through handshake, an order confirmation email is sent to your customer even if you deselect the send shipment details to your customer now option for more information about fulfilling orders, refer to fulfilling your own orders you can refund orders that were placed through handshake in your shopify admin. when an order placed through handshake is refunded, then the order refund email that is sent to your customer comes from handshake and doesn't use the template in your notification settings. for more information about refunding orders, refer to refund an order you can cancel orders that were placed through handshake through your shopify admin. when an order placed through handshake is canceled, then the order cancel email that is sent to your customer comes from handshake and doesn't use the template in your notification settings. for more information about canceling orders, refer to cancel an order.;;
after you setup and publish your handshake supplier profile, you can start marketing your handshake supplier profile and wholesale products to retailers you can start sharing a direct url to your handshake supplier profile on social media or in your marketing campaigns. if you have an online store, then you can add a shop wholesale button to any page of your online store. you can also refer to marketing and promotions for other ways to market your wholesale products on handshake you can add a shop wholesale button to any page of your online store. this button might be helpful to let your customers know about your wholesale product listings and direct them from your online store to your handshake supplier profile. if you have trouble setting up the shop wholesale button, then contact the handshake team at email add a shop wholesale button to a page on your store, such as your about us page, or a dedicated wholesale page click view page to view the shop wholesale button live on your page if you want to let retailers know about wholesale options for a specific product, or showcase your wholesale options in a collection, then add a shop wholesale button to a product or collection page click view or preview to view the shop wholesale button live on your product or collection page click preview to view the shop wholesale button live on your store's header click preview to view the shop wholesale button live on your store's footer.;;
you can manage your products and product prices in the handshake sales channel if you create a new product in your shopify admin, then the product is automatically added to the handshake sales channel. you can adjust the product's availability in your shopify admin. the products page in the handshake sales channel gives you an overview of all the products that you add. you can use the search bar to filter products, and sort products by product title, wholesale price, or retail price in the handshake sales channel you can publish and unpublish products to the handshake marketplace products have the following statuses on the products page in the handshake sales channel products that are out of stock still appear on the handshake marketplace. if you don't want to display your out-of-stock products on the handshake marketplace, then set the product status to unpublished on the handshake sales channel. if you want retailers to be able to place orders for your out-of-stock products, then enable continue selling when out of stock in your product's inventory settings to publish your products on the handshake marketplace, you need to add each product the following pricing details. this information is displayed next to your products while retailers are browsing and buying on the handshake marketplace you need to assign a product category to each product from the predefined categories in handshake. for example, if you sell women's t-shirts, then select the apparel footwear women's apparel product category. if you want a product to appear in two different categories, then you have to duplicate the product in the shopify admin and assign the duplicate product to a different product category in handshake you can set product prices and details individually or in bulk to edit product details such as product title or description, go to products in your shopify admin, and then click the product that you want to edit. if you want to have different product details for the same product, then you need to duplicate the product in your shopify admin and edit the details of the duplicate products when you set prices and details in bulk, they apply to all variants of each product. if you want to change the price or details of a specific variant, refer to set details individually when you edit products in bulk, you can change the product categories, wholesale prices, items per case, and minimum order amounts you can feature up to four products on your supplier card. your featured products are displayed when retailers search for suppliers in a specific product category on handshake you can feature products from a new collection, your bestselling products, or products that you want to focus on marketing. if you select less than four products to feature, then your most recently published products are also featured your currently featured products are displayed on the products page in the handshake sales channel. click edit to remove or change the order of your featured products.;;
to process orders through handshake, you need to set up your shipping settings. the handshake checkout uses the shipping settings that you select on the preferences page within the handshake sales channel. you can set up custom shipping rates for your handshake orders, or you can use your store's shipping rates if you use your shopify store for both retail and wholesale, then you might want to set up custom shipping rates specifically for handshake orders. this lets you have separate shipping rates for your retail orders and for handshake orders. you can set up either a flat shipping rate for handshake orders, or you can add up to 3 conditional shipping rates based on order value below is an example of handshake conditional shipping rates if you use your shopify store mostly for wholesale, then you might want to use your store's shipping rates for your handshake orders. to learn more about shipping settings and how to set them up, refer to shipping profiles if you use your store's shipping settings, then you need to have a shipping rate with a shipping zone that includes the us. otherwise, a retailer can't choose a shipping method at checkout and can't place an order from your business.;;
you need to set a minimum order value that retailers need to place before they can order from your business. you also need to include information about your shipping and returns policies your minimum order value is the lowest value order that you're willing to accept from a retailer. for example, if you don't fulfill any orders under 200, then you would enter 200 as your minimum order value the minimum order value that you enter is visible to retailers on your handshake supplier profile and on every product details page in the shipping and returns section, you need to add information about your shipping and returns policies such as order processing time, returns and refunds policy, shipping fees, shipping options, and any other important information related to shipping if you plan to charge for shipping after you receive an order, then you have to set proper expectations for retailers and include this information in your shipping policy in the shipping and returns section.;;
in the handshake marketplace, retailers can visit your handshake supplier profile. you can customize your profile by adding your logo, a header image, and your business details so that retailers can find out more about your brand and how to contact you. your supplier profile is visible to all retailers on url the header image and logo that you upload are automatically cropped from the center of the image. you can't adjust the positioning of the image after it's been uploaded. use the following image specifications to set up your header image and logo you can preview how your handshake supplier profile will look for retailers in the customization section to differentiate yourself from other businesses, you can add extra information about your brand to your handshake supplier profile. in the description, you can add information about your brand's vision, purpose, and story. you can also add your facebook and instagram account details for retailers to find and follow you on social media.;;
if your handshake supplier application is approved, then you need to install the handshake sales channel to your shopify admin and set up your handshake supplier profile. you can use the following checklist to set up your handshake supplier profile add information about your brand add shipping and returns policies add wholesale prices and assign products to product categories learn about handshake product photography guidelines after you complete these actions, then you can publish your handshake supplier profile in the status section of your handshake profile settings after you publish your profile, click view profile to display your profile from the retailer's perspective. you can unpublish your profile at any time by clicking unpublish profile in the status section of your handshake profile settings.;;
handshake is a wholesale marketplace that's currently available only to businesses located in the united states. to sell on the handshake marketplace you need to meet the requirements set by the handshake team and submit a supplier application form. currently there are no fees for listing your supplier profile and products on the handshake marketplace your business needs to meet the following requirements to sell on the handshake marketplace to apply to sell on the handshake marketplace you need to submit a supplier application form on url. the handshake team reviews your application and checks your store within 10-14 business days. after your store is reviewed, you receive an email about whether or not your application is approved if your supplier application is approved, then you receive an email with a unique link to install the handshake sales channel to your shopify admin. click add handshake sales channel in the email to install the handshake sales channel to your shopify admin you can use the handshake sales channel to list your supplier profile and your wholesale products to the handshake marketplace. to use the handshake sales channel, you store needs to be located in the us and have usd set as the default currency. to set up your handshake supplier profile, refer to the supplier profile setup checklist if you don't receive a reply about your application within 14 business days, then contact the handshake team at email.;;
the products that you list in the handshake marketplace need to follow the handshake product photography guidelines. to keep your product pages looking professional and high quality use the following recommended product image specifications there are two main types of photography individual product photography and lifestyle product photography individual product photography captures close-up details of a single product from a variety of angles. focus on clean, light-colored backgrounds and good lighting lifestyle product photography captures your product being used or made. curating and styling a scene, with or without models or props, can help retailers connect with your brand aesthetic, and imagine a lifestyle made better with your product review the following best practices for your product photography make sure that you leave enough space around your products do center your products so that there's enough empty space between the edge of the product and the edge of the image don't tightly crop images so that products take up the entire frame or get cut off choose soft, angled lighting and high-contrast backgrounds to highlight contours and detail, and to keep shadows subtle. avoid heavy shadows and dark, monotone backgrounds do style products on high contrast backdrops with soft white or warm light don't lose detail by underexposing and casting dark shadows professional product photography is clear and sharp, not fuzzy or pixelated. on handshake, you can upload images of up to 4472 x 4472 pixels with a file size of up to 20 mb. the recommended dimensions for square images is 2048 x 2048 pixels. these guidelines help your images have high-resolution with clear zoom capabilities, and give your brand a professional look do follow size guidelines to get clear, sharp images don't use dark, pixelated photos don't use pixelated or low-quality images don't use rendered product images lifestyle photography is about creating real-life scenes that invite people to imagine how they might use your products. these images help build a story about a product and the kind of lifestyle that the buyer might aspire to. lifestyle images transform an object into an experience think about what types of situations your product will be used in, and explore pairing your products with complementary items do make the main item the star of the shot don't overcrowd the set with competing colors and details do post images that keep the focus on your product don't post an image with a watermark, logo, or other added graphic elements do make sure to feature only the products you sell in your main image don't use an abstract photo in your main image, which could confuse retailers about what you sell do keep the focus on what you sell in your main image don't use a photo collage for your main image, which could confuse retailers about what you sell review the following images to see how the image guidelines should be used;;
after logging in to shopify, you can set up your store, configure your settings, and manage your business using the shopify admin productivity tools for your shopify admin;;
if you already have an ecommerce website or are using a different ecommerce platform for your business, it's important to make sure that your product information and other content make it to shopify you can go through these store migration considerations. this will help to ensure that your store migration goes as smoothly as possible. the steps that you need to take to migrate your store to shopify depend on how your store is set up. the migration process could be complicated if your store has large amounts of data in multiple sets if you need help migrating to shopify from another platform, then you can hire a shopify expert shopify plus merchants can use the transporter app and command-line tool to import their content into shopify getting started with your store migration what you need to consider when migrating migrating to shopify using the store importer app;;
whether you're opening a new online store or are interested in using shopify as your ecommerce platform, you can find out more information about your options here after you register for a free trial, follow the initial setup guide to start using shopify. the initial setup guide features step-by-step tutorials for the main tasks you need to complete before you start selling. in addition to the initial setup guide, you can print the setup checklist to track your progress if you are already selling on another platform but would like to move your store to shopify, then get started with your store migration today getting set up to start selling resources for businesses impacted by covid-19;;
switch to liferay's nexus with a non-cdn url by commenting out the -cdn url and adding the following in the url buildscript block in repositories;
liferay dxp 7.0 fix pack 70 and sp10 includes the fixes for lps-79348, lps-78857 and lps-80931 part of the changes namely in lps-78857 new apis were added to the url module which all liferay search engine connectors must implement to function properly and to fix the issues described on the two other tickets the above means, installation of fix pack 70 or sp10 also requires to deploy a new version of the following marketplace applications if they are in use the default url connector is updated as part of the fix pack. not installing fix pack 70sp10 or not deploying the latest version of the mentioned marketplace applications can lead to various errors. please refer to the possible scenarios and their symptoms below resolution in all cases make sure you are using the latest version of the application and your current patch level meet the requirements above portal generate the following error upon startup or when deploying the connector no results found when searching from the search portlet.;;
when dxp 7.2 is configured with solr 7 and your patch level is service pack 1 sp1 or fix pack 2 fp2 or higher, if you navigate to the search tuning category on the control panel portlet is temporarily unavailable error appears on page and errors are thrown in the console. this will be resolved under lps-102609 and lps-102611 search tuning features likes synonyms and result rankings available since sp1fp2 are not supported on solr. you must blacklist certain dxp modules that only work with elasticsearch when dxp is configured to use solr 7 as a search engine please also refer to the following related articles;;
when dxp 7.2 is configured with solr 7 and your patch level is service pack 1 sp1 or fix pack 2 fp2 or higher, the following error is thrown in the console when starting dxp and the solr 7 connector cannot be activated you have to install liferay's solr 7 connector version 2.0.1 or higher from marketplace please also refer to the following related articles;;
after installing dxp 7.2 fp8sp3, the following new indexes appear in elasticsearch where the companyid like 20101 belongs to a given company record in your the database. it is displayed as instance id in the ui and represents a virtual instance the appearance of these indexes is intentional they replace some previous indexes in order to support multi-tenant dxp-elasticsearch deployments. please refer to this guide for further details.;;
the search product team often receives questions about liferay dxp's compatibility with elasticsearch. this seemingly simple question belies surprising complexity it depends on multiple factors, some of which are external dependencies for liferay the answer to your simple compatibility question is usually dependent on a combination of these sub-questions this article is meant to demystify these underlying compatibility questions without getting too lost in the technical details. after reading this, you will better understand why keeping things simple while simultaneously providing compatibility with a wide range of elasticsearch versions is a challenging endeavor these resources can help answer your questions about compatibility with elasticsearch general take-away before installing a new connector from marketplace or moving to a newer dxp patch level, always consult with these resources to see if the elasticsearch compatibility has changed please continue reading if you are interested in the details of these factors including how they affect fix packservice pack and marketplace releases each liferay dxp version is bundled with a connector to elasticsearch that is compatible with a specific elasticsearch major version a connector is made up of osgi bundles with several purposes as these bundled connectors evolve and receive bug fixes and other changes throughout the product life of the given dxp version, the compatible elasticsearch minor versions may shift. for example, liferay 7.2 was initially compatible with elasticsearch 6.5.x, but at the time of writing liferay 7.2 is now compatible with 6.8.x due to modifications introduced in one or more fix packservice packs. the technical reasons will be explained in later sections take-away before moving to a newer patch level, always consult with the release notesimportant changes of the fix pack you are planning to install and the compatibility matrix to find related information regarding elasticsearch compatibility referred to as elasticsearch connector from now on. to add support for newer major elasticsearch versions for released dxp versions, liferay releases new connectors through marketplace. these connectors can be used as drop-in replacements for the out-of-the-box bundled connectors most of the time, the last released connector on marketplace for one dxp version becomes the out-of-the-box bundled connector in the next dxp version. for example, dxp 7.3 comes with the liferay connector to elasticsearch 7 bundled, and this connector is available for liferay 7.2 on marketplace connectors can be downloaded from marketplace as apps distributed as lpkg files that you can deploy onto liferay dxp. each marketplace app has its own version where the major version determines which liferay dxp version they are compatible with as follows to deliver bug fixes and other updates, liferay releases minor and micro version releases for these apps from time-to-time. as the elasticsearch connectors depend on liferay dxp apis that can change in fix packsservice packs, a given minormicro version of the connector app may require a minimum liferay dxp patch level, for example despite the efforts to keep the compatibility as wide as possible so a given app version stays compatible with a series of patch levels on a dxp version, there are changes that require us to bump the minimum patch level take-away we do our best to document any breaking changes at multiple locations. before installing a new connector from marketplace or moving to a newer patch level, always consult with the release notesimportant changes of the fix pack you are currently using or planning to install, the compatibility matrix, and also check the marketplace page of the app to see if the elasticsearch compatibility has changed this is the most important factor the connectors use elasticsearch's java clients. these clients correspond to a given elasticsearch release, so the connectors use client versions like 6.5.0, 6.8.6, 7.3.0 and 7.9.0. these versions determine the minimum compatible minor version of elasticsearch. please refer to the elasticsearch connectors technical data sheet for more details. besides the version, there is another client attribute that influences the compatibility the client type liferay's elasticsearch connectors use two types of java clients and each defines the compatibility with higher minor elasticsearch versions differently we mostly use the high level rest client, however, there are some currently unimplemented features that dxp needs so we obtain the low level rest client from the high level client to build the necessary json for the requests. regarding the low level client, elastic's documentation states that it is compatible with all elasticsearch versions as you can see, the client version used by the connector determines the major and the minimum compatible minor version of elasticsearch in all cases. the rest client allows us to define a more flexible compatibility with newer minor releases of elasticsearch in dxp 7.3 and beyond. the transport client is more strict, requiring us to perform a series of tests to mark a newer minor version as compatible. the exercise for you is the same before moving to a new dxp patch level or installing a new version of the connector from marketplace, always check the compatibility matrix to make sure you don't miss an important detail so you can run your dxp-elasticsearch stack using compatible versions note liferay dxp running a connector whose client is using newer minor version e.g., 7.9.0 may still be able to connect to older minor versions of elasticsearch e.g., 7.4.0 without issues, however these combinations are not tested by liferay technical note the client version also defines the built-in elasticsearch server's version use for developmenttesting purposes only! that is started in embedded or sidecar mode when the portal first starts. at your earliest convenience, configure the remoteproduction mode connection liferay conducts ad-hoc testing of the elasticsearch connectors with newer minor releases of elasticsearch. these minor releases sometimes introduce breaking changes at the low-level java api which can affect applications using the transport client. when this happens we usually need to update the client's minor version and the implementation inside the connector. when we do this, we must deliver the updated connectors in fix packsservice packs or through marketplace releases take-away in short, these test iterations help us determine the highest compatible minor versions of elasticsearch, which are reflected in the compatibility matrix. in addition to the compatibility matrix, read the elasticsearch connectors technical data sheet article. this article provides more detail about the client, compatible elasticsearch minor versions for each liferay dxp version, and the available marketplace connectors to add support for new functionalities like cross-cluster replication ccr or to fix complex issues, sometimes we need to introduce changes to the liferay search apiframework which is part of the core liferay dxp distribution. as the connectors depend on these capabilities and apis, newer fix packs or service packs may require you to install a newer connector version from marketplace, if the connector you need is not bundled on that dxp version in addition, newer elasticsearch minor versions, new features like support for ccr which requires 6.7 or bug fixes like lps-120240 may require us to bump the client version inside the connector, which again, shifts the range of the minimum compatible elasticsearch minor version. when it happens, the next fix packservice pack or a new marketplace release of the connector will include these changes take-away we try to keep these types of changes to a minimum, but there are situations when it's unavoidable. therefore consulting with the above-mentioned resources before updating your stack is a very important step after learning about each compatibility factor, let's combine and explain them through actual examples compatibility elasticsearch 6.5.x through 6.8.x compatibility elasticsearch 7.3.x through 7.9.x the version of the elasticsearch server for developmenttesting purposes only! started in embedded or sidecar mode when the portal first starts can be used to glean compatibility information these are the endpoints for the default embeddedsidecar elasticsearch server. here is an example output from dxp 7.2 sp3 from this, you can see which version it is running 6.8.6 so the minimum minor version is 6.8. based on what you learned from this article, you can know that your remote production elasticsearch cluster should be running at least on 6.8.0 elastic, elasticsearch, and x-pack are trademarks of elasticsearch bv, registered in the u.s. and in other countries.;;
with this modification we can keep fix packs and hotfixes smaller and faster and share source code in a way that is more convenient for our customers how can customers adjust to this change if you are upgrading from earlier dxp versions, here are the most important changes that you need to be aware of;;