Datasets:

gorkemsevinc

/

european-language-grid

like 0

you can set your ipad to lock after a period of inactivity, or whenever a sale is concluded. you need to enter a 4-digit pin to unlock the screen you might be using shopify pos classic on the home screen of the shopify pos app, tap under security, tap screen lock if the shopify pos app is inactive for the selected length of time, the screen will lock if you want the screen to lock after each order is completed, enable auto-lock after sale tap back to return to the settings screen.;;

you can configure shopify pos to use light mode or dark mode. you can select the mode that you want shopify pos to use, or you can have shopify pos use your ios device settings light mode is only available on devices running ios 13 or higher from the shopify pos app, tap the button and then tap settings darklight mode tap the mode that you want shopify pos to use, or enable use device settings.;;

the home screen on the shopify pos app has a smart grid that is a set of configurable tiles that display different resources. you can add tiles representing frequently accessed products, collections, third party apps, or features. if a third party app has multiple functions, then you can choose which function the tile performs you can add additional pages and group tiles into these pages and reorder tile positions on each page to add tiles, you need to be the store owner or have the customize smart grid for device's location permission you might be using shopify pos classic on the home screen of the shopify pos app, tap add tile within the grid select the item that you'd like to add to your home page from the available list add any additional tiles and then tap done swipe right and click create new page to organize your tiles on separate pages on the home screen of the shopify pos app, tap and hold a tile until it begins to shake tap x on the corner of the tile and then tap remove tap... on the corner of the tile and then select the color yellow, green, blue, gray, or orange;;

shopify pos supports the following languages to change the language of the shopify pos app, you will need to change the language of the ios device through ios settings tap ipad language, and then select your preferred language from the list and tap done tap change to selected language tap iphone language, and then select your preferred language from the list and tap done other languages not listed here may work, but they are not supported and could result in missing translations that will appear in english by default.;;

a location is a physical place or an app where you do any or all the following activities sell products, ship or fulfill orders, or stock inventory. a location might be a retail store, warehouse, popup, or dropshipper. with multiple locations, you have better visibility into your inventory across your business most location management is handled from your shopify admin. from there, you can add, delete, edit, and activatedeactivate your locations as needed. you can also manage your pos subscriptions from your shopify admin you might be using shopify pos classic you can manage your device locations directly in the shopify pos app. you can also restrict access to the locations settings on the ipad by enabling limited staff permissions whenever you install the shopify pos app on a device, make sure that you select your location so that the correct tax rates are applied from the shopify pos app, tap settings all locations tap the name of the pos location tap switch to confirm the change or cancel go back only the store owner can manage pos subscriptions the pos lite subscription plan includes shopify pos's basic features and can be used with every shopify plan at no extra cost. for an additional monthly cost per location, the shopify pos pro subscription plan has extra retail features for sales transactions, inventory management, sales reports, and staff management. for each of your locations, you choose the pos subscription plan that is appropriate. you can change the pos subscription plan for a location at any time pos pro features are included in shopify plus from your shopify admin, go to point of sale locations select a subscription plan for each location from the shopify app, go to store sales channels point of sale;;

shopify pos is an ios app that you can use to sell your products almost anywhere, including brick and mortar stores, markets, and pop-up stores. the all-new shopify pos syncs with shopify to track your orders and inventory across your retail locations, online store, and other active sales channels you can choose your level of pos app subscription for each of your locations, which enables you to pick the subscription that fits your retail needs shopify pos pro is included with a shopify plus plan shopify offers two pos app subscriptions to fit your retail needs. for more information on pricing, refer to pos features. to compare the features offered between shopify pos lite and shopify pos pro, refer to the following table you can manage your pos subscriptions by location in order to ensure that your stores have the subscription that best suits their needs from your shopify admin, go to point of sale locations select a subscription for each location from the shopify app, go to store sales channels point of sale shopify pos pro can be activated for specific retail locations. each activated location is billed separately shopify pos pro is billed on a 30-day billing cycle. you are billed every 30 days from the date of shopify pos pro becoming active. for more information, refer to app billing cycles.;;

just getting started with shopify pos? refer to our getting started section for information on your next steps if you're still using shopify pos classic to sell to your customers in person, then you can switch to shopify pos. after you switch to the all-new shopify pos, you can learn more about the all-new shopify pos and train your staff on the new app features if you have pos classic installed on november 1, 2020, then you will be automatically migrated to the all-new shopify pos you can switch to the all-new shopify pos if you meet the following conditions check the full list of shopify pos-compatible devices and operating systems to ensure your device is supported after you switch apps, all open pos classic apps close when you open the all-new shopify pos app, you need to log in with your url url again shopify offers two pos app subscriptions to fit your retail needs. for more information on pricing, refer to pos features. to compare the features offered between shopify pos lite and shopify pos pro, refer to the following table shopify pos pro can be activated for specific retail locations. each activated location is billed separately shopify pos pro is billed on a 30-day billing cycle. the billing cycle begins the day that you activate shopify pos pro on your store. you are billed every 30 days from the date of shopify pos pro becoming active. for more information, refer to app billing cycles if you want to automatically mark retail orders as fulfilled, then you need to update your order fulfillment preferences your auto-lock screen settings don't sync when you switch to the all-new shopify pos. you need to edit your auto-lock screen settings after switching apps after switching apps, the all-new shopify pos app uses the staff permissions of the pos classic app that was on the same device. after you switch to the all-new shopify pos, you can edit staff roles and permissions so they apply across all devices staff roles for shopify pos only work with the all-new shopify pos. roles and permissions assigned on the all-new shopify pos don't sync with pos classic when you switch to the all-new shopify pos, external payment methods are listed under custom payment types as external terminals. for example, if you have an external terminal for visa, then the payment method is listed as external terminal - visa. you can rename, add, and delete custom payment types other payment types sync automatically when you switch if you have register shifts enabled, then your existing register shift history automatically syncs with the all-new shopify pos any new cash tracking done from one version of the shopify pos app doesn't sync with the other app. for example, cash tracking from the all-new shopify pos doesn't sync back to pos classic you must close any open register shifts before switching between the all-new shopify pos and pos classic apps your shopify plan determines your store management, settings, and capabilities within the shopify admin. you need to select a shopify plan before you can use the shopify pos app to sell in person. shopify pos lite is included with all shopify plans. shopify pos pro has more advanced features, and can be added for a monthly subscription fee to any shopify plan you can enable shopify pos lite or shopify pos pro depending on your business needs. for example, suppose that your business has a retail location and has also sold at pop-up shops. you could enable shopify pos pro for the retail store location, and enable shopify pos lite for the pop-up shop location you can change the pos subscription for a location at any time. to change a location's pos subscription, complete the following steps the shopify pos app subscriptions are designed to scale with your business needs. existing and new features are included in the shopify pos pro subscription to support complex brick-and-mortar retail operations shopify pos pro is a monthly app subscription you can add, remove, and change your shopify pos pro subscription. as long as you signed up for shopify pos before may 4, 2020, you can switch back to pos classic until october 31, 2020. on october 31, 2020, you will be asked if you would like to enable the shopify pos pro subscription. shopify pos lite is enabled automatically if you don't enable shopify pos pro if you migrate to the all-new shopify pos, then you need to switch each device manually. you can control when each of your devices begin using the all-new shopify pos, and which app subscription to choose for each location when you migrate to the all-new shopify pos, there is no setup required. all of your settings and connected hardware migrate from pos classic the all-new shopify pos home screen has a customizable smart grid that you can customize to your business needs while migrating to the all-new shopify pos if you sell physical gift cards, then you need to activate accept physical gift cards in your payment settings on the all-new shopify pos to remove the pos sales channel from your admin, make sure that all of your locations have the shopify pos lite subscription if your locations are all using the shopify pos lite subscription, then you can remove the pos sales channel from your admin from the sales channels page, click the trash icon beside point of sale.;;

there are a number of considerations you should be aware of when you're migrating your store to shopify make sure that all your store assets theme files, stylesheets, or images are always accessible by removing specific protocols such as and from their urls make sure you set up url redirects for pages that customers might have bookmarked. this will minimize the risk of losing customers who return to a page and find it unavailable after you've migrated to shopify you can import and export url redirects on the url redirects page, which is especially useful if you need to manage a large number of redirects. to learn more about redirects, see url redirects daniel is migrating his online apparel store to shopify. his best-selling product is a plaid, button-up shirt. a link to the shirt was shared on a popular blog recently and is generating a lot of traffic, but the link is to his old store. to make sure he doesn't lose potential customers, daniel sets up a url redirect for this product page by following these steps customers who click the link to daniel's best-selling product on his original online store will now be automatically redirected to the same product page on his new shopify store because passwords are encrypted, you can't migrate customer passwords from another platform to shopify. as a result, only customer records are migrated to shopify instead of customer accounts if you are on the shopify plus plan, then you can use the bulk account inviter to send customers an email message that prompts them to reset their password and activate their accounts you can use the tools that are included in shopify to migrate your blog posts and articles. however, you must use a relative path to replace embedded images in blog posts. consider hosting media files externally or using an app from the shopify app store to help with the migration.;;

use the store importer app to import your products, customers, and orders data to a shopify store for help installing a shopify app, refer to our guide on installing apps migrating from woocommerce to shopify migrating from squarespace to shopify migrating from bigcommerce to shopify migrating from big cartel to shopify migrating from prestashop to shopify importing csv files with the store importer app;;

use the transporter app to import customer, product, and order records into your shopify store. this app accepts comma-separated values csv files for each of these record types, processes the records, and then imports them as objects into shopify the transporter app is available on the shopify app store for shopify plus merchants only the transporter app is part of a suite of tools that makes it easier to migrate online stores from other platforms to shopify plus. this suite includes the following tools to import customers, products, and orders into shopify, you need a separate csv file for each record type. you can use the transporter command-line tool to generate this csv file, or you can follow the format in the sample csv file to create it yourself you can't use an export from the shopify admin as the import for the transporter app, because the transporter csv format supports different columns and some columns are case sensitive sample files and descriptions of supported columns are available for each object if you use the transporter command-line tool to create your csv files, then your files already conform to the following rules also, as is true with most csv files if you edit your csv files or you use another process to create your csv files, then make sure that your csv files conform to these rules. if you have trouble working with your csv files, then try using google sheets the order in which you import your products, customers, and orders is important. you need to import them in the following order before you import a large number of records into shopify, try importing a few records. often an iterative approach is needed, such as one that involves importing a small number of records, reviewing their results in the app and in the admin, correcting the csv file, and then reimporting the objects. before you can reimport any objects, you need to delete them from shopify. you can use the transporter app to delete the objects by providing a csv file that lists the objects to be deleted when orders are imported into shopify using the transporter app this won't affect the notification settings for new orders placed after the import is complete. if you want, you can disable staff notifications for orders in your shopify admin remember to import products, customers, and then orders after your file has uploaded, the app begins importing your objects you can delete products, customers, and orders in bulk from your shopify store by using the transporter app. you can use the same csv file that you used to import the objects, but this csv file only needs the column that contains the object's unique key the transporter app can only delete objects, not parts of objects. for example, it can delete products including their associated variants, but it cannot delete individual variants after the file has uploaded, the transporter app begins deleting the objects.;;

shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? shopify payments is the simplest way to accept payments. it eliminates the hassle of setting up a third-party payment provider or merchant account and having to enter the credentials into shopify. with shopify payments you're automatically set up to accept all major payment methods as soon as you create your shopify store after you set up shopify payments, your customers can make credit card payments on your store. you can activate shopify payments from the payment providers page in the shopify settings. when you set up shopify payments, you need the following information shopify payments is available only to stores in certain countries and regions. if shopify payments has been set up for your store, then you can accept credit card payments in person. after you set up shopify payments you need to enable it in the shopify pos app if your store is based in the united states, canada, the united kingdom, or ireland, then you can use a shopify card reader to accept credit card payments anywhere in the world you can accept card payments without a customer's signature if you meet the following requirements if you're not using an emv card reader, then you can accept card payments without a signature only for amounts under 25 this option is turned off by default, but you can enable it from the shopify pos payment settings screen use the following list to find out if shopify payments is available in the country where your business operates if the country where your business operates is not supported by shopify payments, then review the list of other payment gateways that shopify supports make sure that your bank account meets the following requirements before you connect it to shopify payments savings accounts, flex-currency accounts, virtual accounts, and money-transferring services that mimic bank accounts are not supported by shopify payments each region also has local requirements that the bank account must adhere to most checking accounts can accept the electronic bank transfer types listed above. checking accounts that are set up to accept only wire transfers don't work with shopify payments. to confirm that your account can accept the transfer type listed for your region, contact your bank if you change banks or if your bank account details change, then you can update the information in your shopify payments settings you can't use prepaid bank cards as bank account credentials to receive payouts from shopify payments for your security, only the store owner can edit your store's shopify payments banking information enter your bank account information, then click save if you are adding a japanese bank account, then you need to use kanji full width characters some types of businesses and services are not permitted to use shopify payments. to see whether you can use shopify payments, check the list of prohibited business types for the country where your business operates more details can be found in the shopify payments terms of service tos and in the shopify payments faq if the type of business you run is not supported by shopify payments, then review the list of other payment gateways that shopify supports.;;

if a payment method is disabled, then it doesn't appear as a payment option at checkout from shopify pos, tap settings payment settings on the payment types screen, tap to enable or disable the payment type.;;

you can enable different payment methods in shopify pos so that your customers have a choice of payment options at checkout you might be using shopify pos classic to see more videos, visit our youtube channel setting up shopify payments for pos setting up a custom payment method;;

if you want to accept manual payments that aren't processed by shopify, such as checks, store credit, or third-party terminals, then you can set up a custom payment method for better payment tracking, when you set up a third-party terminal, you can create one custom payment option for the terminal itself for example, td terminal, or you can create custom payment options for each of the card types that is accepted by the terminal for example, visa or mastercard shopify tracks the following order details for custom payment methods from shopify pos, tap settings payment settings type a payment type name into the field and tap save tap to enable or disable the custom payment type.;;

the swipe 30 pin card reader has been discontinued. if you currently use this card reader, then you can continue to do so, or you can change to another card reader shopify pos requires ios 12, which is not supported on ipad 23 or iphone 44s. shopify recommends upgrading to a device that supports ios 12 and future versions of shopify pos. if you upgrade your device, then you also need to change your card reader to use the swipe 30 pin card reader, you need to have shopify payments or a pos-supported payment provider enabled your pos device needs an internet connection to use the swipe 30 pin card reader. wherever you're selling, make sure that your device can connect to the internet during transactions using either wi-fi or your device's cellular data the following table shows which devices and payment providers are compatible with the swipe 30 pin card reader the swipe 30 pin card reader isn't compatible with android devices. if you have an android device, then you can use the swipe audio-jack card reader or an external payment terminal to install the swipe 30 pin card reader, attach the connector to your ipad or iphone. you can use the plastic adaptors provided with the reader to make sure that it's secure the card reader has a pass-through micro-usb port, so you can keep your iphone or ipad connected to a power supply. we supply a micro-usb cable with the card reader for this purpose swipe the credit card across the card reader with the card's magnetic strip facing away from you if your card reader isn't working, then go through the following steps with a test order for a 1.00 quick sale item you can refund the order later check that you have an internet connection. shopify pos needs to connect to the internet through wi-fi or your device's cellular data to process payments. if you can't connect to the internet, then you won't be able to process card payments are you using a compatible payment provider and currency? you can use the swipe 30 pin card reader only if if one of those requirements isn't true for you, then you can still take credit card payments using an external payment terminal make sure that you're tapping credit at the payments screen. the external terminal payment option is only for if you're using an external payment terminal instead of a shopify-supported card reader check that the reader is correctly plugged into your pos device and that the device's case is not in the way make sure that you are swiping the card correctly, with the magnetic strip facing away from you after tapping credit on the payments screen, unplug the card reader, and then plug it into the pos device again. check that you see a card reader connected notification try entering the credit card information manually. if this works, then there is a problem with the card reader if the manual entry doesn't work, then force quit the shopify pos app, turn off the device, and unplug the card reader. turn the device back on, open shopify pos, plug in the card reader, and try another test order if your card reader is still not working, then you can consult the manufacturer's installation and operation manual. you can also upgrade to a supported card reader.;;

the shopify tap chip reader is an emv-compliant card reader that connects wirelessly to your ipad, iphone, or android device. you can use shopify's tap chip reader to accept contactless and chip card payments with the shopify pos app shopify's tap chip reader is available to merchants based in the united states. merchants based in canada can use the tap chip reader with the all-new shopify pos to use the tap chip reader, you need to meet the following requirements a compatible ipad, iphone, or android device that supports bluetooth 4.2 or higher a compatible version of shopify pos you can use the tap chip reader to accept payments from the following payment types the tap chip reader is available only from the shopify hardware store in the united states and canada to use the tap chip reader, merchants based in canada must use the all-new shopify pos to turn on the tap chip reader, press and release its power button. the status lights will turn on. if you've already paired and connected the reader with your pos device, then the reader automatically reconnects to the device after one hour of inactivity, the tap chip reader goes to sleep. you need to press and release the power button to wake the card reader again. if you press and hold the power button for 4 seconds or more, then the reader resets any bluetooth pairing it had, and needs to be paired again you can charge the tap chip reader 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 computer the tap chip reader takes 1-2 hours to charge fully. after the reader's fully charged, its battery should last for a week of selling press the power button to display the reader's battery level on the four status lights to use the card reader with shopify pos, you need to pair and connect the reader with your pos device. 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 store hardware connect card reader in the select reader dialog, under tap chip, tap connect press and hold the power button on the card reader for 4 seconds. the 4 led indicator lights across the top will flash back and forth to indicate that the reader is ready for pairing make sure that you release the power button when the led lights flash back and forth in blue. if you continue holding the power button, then the bluetooth connection resets, or the reader turns off when the card reader appears beneath available card readers, tap connect beside it in the dialog that appears, tap pair you can use the tap chip reader with only 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 store, and then tap hardware on the hardware screen, tap tap chip reader in the forget card reader dialog, tap forget in the forget this card reader dialog, tap forget in the forget this card reader dialog, tap forget reader from the shopify pos select payment screen, tap credit tap the contactless payment card or device on the face of the card reader and hold it in place until the four blue notification lights appear. when shopify pos displays a payment received message, the transaction is complete contactless payment can be limited to purchases under a specified amount, according to the country your business is based in and your customer's payment provider. to make purchases for larger amounts, your customer might need to use a different payment type allow the customer to insert their card. the chip should face up, towards the shopify logo if a signature's required, then allow the customer to sign their name on the signature screen. when the customer's happy with their signature, they tap submit signature when the transaction is successful, choose whether to provide a receipt, and then tap start new order. the customer can now remove their card if your card reader isn't working, then you can troubleshoot the problem by going through the following steps with a test order check that you meet the requirements to use the tap chip reader check that you have an internet connection. shopify pos needs to connect to the internet through wi-fi or your device's cellular data to process payments. if you can't connect to the internet, then you won't be able to process payments with the tap chip reader if you want to process credit card payments but you don't have an internet connection, then you need to use an external payment terminal check that your device has bluetooth enabled and that the card reader is showing as connected in the shopify pos hardware settings. if the card reader isn't showing as connected, then try pairing the card reader with your device when pairing the card reader with your device, make sure that you don't hold the power button for more than 4 seconds. if you continue holding the power button after the led lights flash back and forth, then one of the following things could happen make sure that you're tapping credit at the payments screen. the external terminal payment option is only for when you're using an external payment terminal instead of a shopify-supported card reader ios only go to the hardware section of the shopify pos settings, and check whether your device is also paired with the tap, chip, and swipe card reader when both card readers are paired with your device, shopify pos tries to use the tap, chip, and swipe card reader because it has the most features. if you want to be certain of which card reader to use, then unpair the reader that you want shopify pos to ignore after you tap credit to accept a card payment, the image on the screen shows which card reader shopify pos is expecting you to use make sure that you're inserting the card correctly try entering the card information manually. if this works, then there's a problem with the card reader if the manual entry doesn't work, force quit the shopify pos app, and then turn off the device. turn the device back on, open shopify pos, and ensure that the card reader has re-connected. when the card reader's status light shows that the reader's connected, try another test order if your card reader's still not working, then contact shopify support the shopify dock for tap chip is available for merchants in the united states the dock for the shopify tap chip card reader does the following provides power to the reader so that it is always on and charged secures the reader to a countertop the dock is available from the shopify hardware store in the united states using the shopify dock for the tap chip reader with the incorrect adapter can cause the dock to overheat. to avoid overheating, use the shopify retail stand or usb chargers supplying 6 watts 5 v, 1.2 a only you need to power on and pair the shopify tap chip card reader before you insert it into the dock optional mount the dock to a countertop using the m5 0.8 mm bolt and nut. you need to drill a hole through the countertop. you then screw the bolt through the bottom of the counter top and in to the bottom of the dock remove the end cap from the dock slide the shopify tap chip card reader into the dock. make sure that the usb-c connector on the dock connects to the card reader connect the power cable to the dock and then to a power source that has a usb-a connector, such as the shopify retail stand the shopify tap chip iphone case is available only for merchants in the united states and canada the case is designed to attach the shopify tap chip reader to the back of your iphone. this gives you the mobility and ease to take payments without being restricted to a countertop checkout. it also offers protection for your iphone and card reader the case is compatible with the iphone x and iphone xs models. it's available from the shopify hardware store in the united states and canada we recommend that you attach the iphone to the case before you attach the shopify tap chip reader you need to power on and pair the shopify tap chip reader before you attach it to the case power on the card reader and then pair the card reader to your phone attach the case to the shopify tap chip reader remove the shopify tap chip reader from the case before you detach the iphone.;;

if you're using shopify pos for ipad and your store is on the shopify plan or higher, then 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 android devices or 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 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 are paired, the cash drawer, receipt printer, and barcode scanner will all work 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's main settings, tap bluetooth under other devices, tap the mpop to pair it with your ipad in shopify pos, go to the hardware settings screen and make sure that the mpop receipt printer appears under connected hardware. if you have the barcode scanner, then it will appear separately on the same screen after the mpop appears on the hardware settings screen of the shopify pos app, you can set it as the default printer optional the mpop will appear on the hardware settings screen only if you're using shopify pos for ipad and your store is on the shopify plan or higher the mpop will automatically connect to the last device that it was paired with. if you want to use the mpop with a different device, then you'll need to unpair the mpop from your ipad 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 will work with the mpop, if the paper meets the following specifications 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'll need to manually connect the mpop to your ipad 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 will automatically connect to the last ipad 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 will automatically connect 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 setting 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 will now connect 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.;;

unless you process only cashless payments, you should get a secure and reliable cash drawer for your retail setup shopify supports the following cash drawers you must be using shopify pos and your store must be on the shopify plan or higher if you want to use a supported cash drawer with a receipt printer you can buy a supported cash drawer from the shopify hardware store in the united states, canada, the united kingdom, and ireland you can also buy the supported cash drawers from many authorized resellers if you're using the winfall cash drawer, you can view the installation video on the manufacturer's website if you're using either the star micronics or the apg vasario cash drawer, take a look at this installation video connect the cash drawer to the receipt printer using the cash drawer cable provided. the larger end of the cable plugs into the cash drawer, and the smaller end of the cable plugs into the receipt printer you can open the cash drawer manually using the included keys, or wirelessly from the ipad. the ipad connects to the cash drawer through the receipt printer, and the cash drawer opens automatically after each sale, or if you tap no sale from the shopify pos app you must connect the cash drawer to the same wireless network as your ipad avoid common problems by making sure that the cash drawer's cable is plugged into the receipt printer the receipt printer is properly paired with the ipad you're using the cash drawer cable you received in the hardware package to connect the cash drawer to the printer if you tap no sale on the products and cart screen and the cash drawer doesn't open, this is likely a problem with the cash drawer cable.;;

if you're using shopify pos for ipad and your store is on the shopify plan or higher, then you can use our supported bluetooth barcode scanners to quickly enter discount codes and add products to the cart at checkout. the cordless barcode scanners can scan barcodes up to 100 meters away from your ipad, which gives you complete freedom of movement in your retail store if your store is not on the shopify plan or higher, then you can use your ios or android device's camera to scan both 1d and 2d barcodes the bluetooth barcode scanner models that we support are 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 ios or android 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 ios or android device's camera to scan the following 1d and 2d barcodes if you want to scan barcodes with your ipad's front-facing camera, then you'll need to grant the shopify pos app access to the camera. you'll be 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's privacy settings from your ipad's home screen, tap settings if you want to scan barcodes with your iphone's camera, then you'll need to grant the shopify pos app access to the camera. you'll be 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 iphone's privacy settings from your iphone's home screen, tap settings if you want to scan barcodes with your android device's camera, then you'll need to grant the shopify pos app access to the camera. you'll be asked to grant the app access each time you tap the barcode button or redeem a gift card until you grant it access or check don't ask again if you've checked don't ask again and are no longer receiving the permissions prompt, then you can still grant the app access from your android device's privacy settings from your android device'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.;;

barcode labels can be used to make checkout and inventory management easier in your retail store. you can use a supported label printer to print barcode labels for your products. the printer needs to be connected to a desktop computer, and you need to install the appropriate software if you prefer to use a standard desktop printer, then you can design barcode labels by using the retail barcode labels app from shopify and print to avery standard 5160 labels to print barcode labels for your shopify products, you need to use a supported printer and associated software. shopify supports the following barcode label printers the label printer connects to a desktop computer with a wireless or wired connection, depending on the model that you choose. the printer needs to be connected to a desktop computer with the required software installed, even if you start printing from your mobile device 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, because it doesn't connect directly to the ipad to connect your printer, follow the quick start guides from the manufacturer to print barcode labels, you need to set up one of the following the printer needs to be connected to a desktop computer with dymo label software installed to print barcode labels with either supported printer, you need to use dymo brand labels in one of the following sizes you might need to use fewer characters if you use letters or symbols because some of them take up more space than numbers you can add barcodes to your products in shopify by using the following methods you can get help with dymo label software and printers at url if you're having trouble printing barcode labels, then try these steps;;

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 with shopify pos you can sell physical gift cards. you can choose from a range of designs at the shopify hardware store, or use your own design and we'll produce your gift cards to order your customers can use their gift cards to make purchases from your store both in person and online. to find out more about where your customers can redeem their gift cards, see sales channels that support gift cards if you don't want to sell physical gift cards, then you can still sell printed and emailed gift cards. to find out more about different types of gift cards, see using gift cards with shopify pos you need to enable gift card payments in shopify pos to use physical gift card with shopify pos you can choose your design and order physical gift cards from the shopify hardware store.;;

shopify supports a range of dedicated ipad stands to enable easier viewing and interaction, whether you're standing at a counter or walking around your store when you buy a retail-custom-kit from shopify, you can specify the type of stand you need when you place your order you can use other stands, but only those listed here are included in our support policy the shopify retail stand is available only for merchants in the united states and canada the shopify retail stand is designed for countertop checkouts the stand has two parts a case for the ipad and a base to assemble the stand, you insert the ipad into the case and then attach the case to the base. if you want to permanently bolt the stand to a countertop, use the mounting kit which you can buy from the shopify hardware store in the united states. the mounting kit is automatically included when you buy the shopify retail custom kit the ipad charges when it is on the base. you can also charge other devices, such as the dock for the tap chip card reader, by using the usb-a ports on the base. the ports are best for charging devices with smaller batteries, such as card readers and phones when a customer is paying, you can tilt the ipad towards them so that they can verify the transaction or enter their email address the shopify retail stand for ipad 9.7 is compatible with the following 9.7 inch ipads the shopify retail stand for ipad 10.2air 10.5 is compatible with the following ipads the retail stand is not compatible with the ipad pro 10.5 remove the end cap from the case optional mount the stand to a countertop by using two m5 bolts. you need to drill holes in the countertop and insert the bolts from below into the stand to attach the case, place it above the charging connectors on the base. line up the magnets on the case and the base until they connect on the back of the base, move the slider button to the lock position to prevent the case from being removed from the base if you want to show a customer the ipad screen, then tilt the ipad towards them model number hdar118 or h234 - available only in canada the stand fits any ipad and enables you to use a viewing angle of 30 or 60 degrees. it's made of heavy steel and is designed to stay put wherever you use it most follow these steps to set up the rest ipad stand fix the four adhesive feet to the base of the stand, to protect your counter top turn the stand right-way up and decide which side you're going to rest your ipad on. one gives you a viewing angle of 30 degrees, and the other 60 degrees insert the two resting pegs in the holes on the side you've chosen you can stick the large adhesive pad to the stand before putting the ipad in place, but this isn't essential there's a great setup video on the manufacturer's website model number ipad 9.7 h458 - available on all shopify hardware stores. model number ipad mini h434 - available on all shopify hardware stores. model number ipad 10.2 h600 - available on all shopify hardware stores. model number ipad 10.5 h498 - available on all shopify hardware stores. model number ipad 12.9 h384 - available on all shopify hardware stores. model number ipad 12.9 3rd gen h549 - available only in canada and the united states shopify supports the listed windfall ipad air stands and windfall ipad mini stand by heckler design. the stands incorporate a concealed cable routing so that you can keep your ipad powered-up all day the windfall stand comes with different accessories so that you can choose how to set up your pos system. if your stand comes with a pivottable, then we recommend that you install it rather than attaching the rubber feet. the pivottable swivels your shopify pos screen through 360 degrees, making it easier to rotate your ipad towards a customer during the checkout process there's a great installation video for windfall ipad air stand and windfall ipad mini stand on the manufacturer's website you might have the plastic feet and the pivottable installed at the same time. remove the feet, because they prevent the pivottable from rotating the windfall ipad stand supports the kensington clicksafe cable lock, which is available through kensington or heckler design. the cable lock is not available through any shopify hardware store the lock attaches to the windfall ipad stand and the cable wraps around a physical surface for example, a table leg. each lock is individually keyed for maximum protection for long-term placement, use the double-sided, peel-and-stick disc that comes with the stand for a non-permanent solution, the pivottable itself uses suction to adhere to a surface. by gently pressing down on the pivottable, you can create enough suction to stick the windfall ipad stand to a flat surface shopify doesn't sell accessories for the stands, but you can buy them from heckler design or from a general hardware store the vault stand for ipad pro allows you to securely mount your device where it is most needed. the stand has integrated cable management to securely hide your device's cables and comes with both a rotational base and stability base the vault ipad pro stand is compatible with 3rd and 4th generation 12.9 inch ipad pros the vault ipad pro stand can be configured in different ways to meet your store's needs for the most up-to-date instructions about installing your ipad stand, consult the vault instructional guides.;;

the hardware settings are available only in shopify pos for ipad if you're using shopify pos and your store is on the shopify plan or higher, then the hardware settings screen shows you the hardware that's currently available to your shopify pos system if you're using shopify pos and your store is on the shopify plan or higher, then you can see the hardware that's currently present on your network on the hardware screen by tapping store, and then tapping hardware when you connect a printer, it's automatically set as the default printer for receipt printing. if the default printer is unavailable, then you won't be able to print a receipt. if you have more than one printer, then you can change the default printer from shopify pos from shopify pos, tap store, and then tap hardware tap the printer that you want to set as the default enable the default receipt printer option after you've set up your receipt printer, a brief diagnostic report prints. after this, you should print a test receipt to confirm that everything is working tap the printer that you want to test you can also press the feed button on the front of the supported star micronics receipt printers to print a test receipt. if paper is loaded, a test receipt should print when you've set up your receipt printer and your cash drawer, you can check that the connection between them is working;;

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 can be a good way to increase your sales, and help spread the word about your store when your customers buy them for their family and friends if you want to sell physical gift cards, then you must buy them from the shopify hardware store your store must use shopify pos on an ipad to accept gift card payments make sure that you've activated the gift card feature on your store before you try to enable gift cards for shopify pos from shopify pos, tap settings payment settings tap to toggle the following options you can choose your design and order physical gift cards from the shopify hardware store tap buy physical gift cards to view the shopify hardware store, where you can choose your gift card design and specify the quantity that you want to buy.;;

if you're using shopify pos, then you can buy a hardware kit to get your retail store up and running. a hardware kit bundles together compatible components at a discounted price the shopify retail kit is currently available to merchants based in the united states. merchants based in canada can use the shopify retail kit with the all-new shopify pos you can use the shopify retail kit on all shopify subscription plans the kit includes shopify hardware that is designed for credit transactions in your retail store you can also buy the individual components from the shopify hardware store in the united states installation instructions are shipped with the kit we also provide installation instructions for the individual hardware components you can use the custom kit if your store is on the shopify plan or higher the kit includes everything that you need to accept cash and credit payments and print receipts you can also buy the individual components from the original vendors or resellers installation instructions are shipped with the kit. you can also download a pdf copy the all-in-one bundle is everything that you need for a complete retail setup. it includes the following hardware to use the all-in-one bundle, you need to have shopify payments enabled on your account, and your store needs to be on the shopify plan or higher.;;

the chip swipe reader is available only if you are in the united states. if you want to use a card reader with shopify pos but you aren't in the united states, then you need to accept payments with a supported external card reader the shopify chip swipe reader is an emv-compliant credit card reader that connects wirelessly to your ipad, iphone, or android device. customers can insert or swipe their card, and then sign on the screen of your pos device the chip swipe reader is pocket-sized, wireless, and comes with a base to rest on a countertop. it's a good choice if you often sell in different locations, or if you're just getting started with accepting card payments in a retail store you can also use the chip swipe reader alongside another card reader as a cost-effective backup when you're travelling or during busy selling periods want to accept contactless payments as well as chip payments? to use the chip swipe reader, you need to meet the following requirements a compatible version of shopify pos you can use the chip swipe reader to accept the following payment types the chip swipe reader is available for purchase from the shopify hardware store in the united states when you buy the chip swipe reader, you receive the following accessories the chip swipe reader comes with two mounting stickers, which you can use to attach it to another device such as the back of a cellphone or tablet or a smooth flat surface. if you detach your chip swipe reader for any reason, then the mounting sticker can be wiped clean and re-used clean the mounting surface and the chip swipe reader before attaching the mounting sticker to ensure a strong bond to mount the chip swipe reader remove the protective film from one side of the mounting sticker. attach the mounting sticker to the back of the chip swipe reader the side with no logo. remove the remaining protective film from the mounting sticker. press the sticker side of the chip swipe reader against the mounting surface and hold for 3 seconds to turn on the chip swipe reader, press and release the power button on the side of the reader. if you've already paired and connected the reader with your pos device, then the reader automatically connects to the device after 30 seconds of inactivity, the chip swipe reader goes into standby mode, and the status light flashes every 5 seconds. while in standby mode, the card reader turns on automatically when you take a card payment at checkout after 3 hours of inactivity, the chip swipe reader turns itself off fully. when you next want to take a card payment, you need to press and release the power button to turn on the card reader again. typically you need to turn on the card reader only once a day. you can manually turn off the reader at any time by pressing and holding the power button until the status light turns off whenever the chip swipe reader is turned on, its status light shows the reader's connection status and whether the reader needs to be charged you can continue to make sales when the status light turns red, but you should charge the reader soon you can charge the chip swipe reader by using the usb cable that's supplied with it. to charge the reader, plug the micro usb connector into the card reader or its base, and then plug the larger usb connector into a phone charger or computer the chip swipe reader takes 1-2 hours to charge fully. after the reader is fully charged, its battery should last for a week of selling about 400 chip transactions, or 700 swipe transactions to use the card reader with shopify pos, you need to pair and connect the reader with your device. after the reader and device are paired, the reader connects to the device automatically whenever both are turned on and in range if you accept credit cards and your card reader is not connected during a checkout, then you are prompted to follow the instructions on the shopify pos screen to connect it from shopify pos, tap store hardware on the hardware screen, tap connect card reader in the select reader dialog, tap connect beneath the chip swipe reader press and release the power button on the side of the card reader. the status light starts flashing when the card reader appears beneath available card readers, tap connect beside it when the pairing is successful, you return to the hardware screen where you see that the chip swipe reader is connected on the select reader screen, tap connect beneath the chip swipe reader when the pairing is successful, you return to the store screen where you see that the chip swipe reader is connected on the hardware screen, tap connect card reader when the card reader appears beneath available card readers, tap connect beside it in the dialog that appears, tap pair you can use the chip swipe reader with only 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 on the hardware screen, tap card reader in the forget card reader dialog, tap forget on the hardware screen, tap chip swipe reader in the forget this card reader dialog, tap forget in the forget this card reader dialog, tap forget reader your chip swipe card reader might require a software update. updating the chip swipe card reader can take up to 15 minutes do not close the app or disconnect the card reader during the update process connect your card reader and ipad to their charging cables pair your card reader with your ipad from the shopify pos, tap store under connected hardware, tap chip swipe reader if a signature is required, then let the customer sign their name on the signature screen. when the customer is happy with their signature, they tap submit signature you can skip customer signatures for swipe transactions that are under 25 when the transaction is successful, choose whether to provide a receipt, and then tap start new order if your card reader isn't working, then go through the following steps with a test order for a 1.00 quick sale item you can refund the order later check that you meet the requirements to use the chip swipe reader check that you have an internet connection. shopify pos needs to connect to the internet through wi-fi or your device's cellular data to process payments. if you can't connect to the internet, then you can't process card payments if you don't meet all of the requirements, then you can still take credit card payments using an external payment terminal check that your device has bluetooth enabled and that the card reader is showing as connected in the shopify pos hardware settings. if the card reader isn't showing as connected, then try pairing the card reader with your device make sure that you're tapping credit at the payments screen. the external terminal payment option is only for when you're using an external payment terminal instead of a shopify-supported card reader ios only go to the hardware section of the shopify pos settings, and check whether your device is also paired with the tap, chip, and swipe card reader when both card readers are paired with your device, shopify pos tries to use the tap, chip, and swipe card reader because it has the most features. if you want to be certain of which card reader to use, then unpair the reader that you want shopify pos to ignore after you tap credit to accept a card payment, the image on the screen shows which card reader shopify pos is expecting you to use make sure that you're inserting or swiping the card correctly try entering the credit card information manually. if this works, then there's a problem with the card reader if the manual entry doesn't work, then force quit the shopify pos app, and then turn off the device and card reader. turn the device back on, open shopify pos, and then turn on the card reader. when the card reader's status light shows that the reader's connected, try another test order if your card reader's still not working, then contact shopify support.;;

after you add shopify ping to your ios or android device, or access it on your desktop, you can connect shopify ping to a messaging app for your shopify store. customers can start a conversation from your online store, and you can read and respond to your messages using shopify ping. you can also set the hours that you're available to respond to messages, and customize a greeting that customers receive when they start a conversation if you use shopify ping for ios, then you can also start conversations with kit the permissions that your store's staff members are given determine which features of shopify ping they can use. for more information, refer to shopify ping staff permissions if you have updated your device to ios 14 or higher and use third-party shopify apps, then you might need to enable cross-website tracking in your ios settings. cross-website tracking lets third-party shopify apps that you have installed in your shopify admin stay connected in shopify ping, shopify point of sale, and the shopify mobile app to enable cross-website tracking, complete the following steps to see more videos, visit our youtube channel kit is a digital marketing assistant that can run email and social media campaigns. kit can also create facebook and instagram ads for your online store. when you download shopify ping for ios, you can install kit for your shopify store, so that you can communicate with it using shopify ping you can use shopify ping to view and edit the ads and social media posts that kit creates before they're published. you can also use shopify ping to view and respond to marketing recommendations from kit if you're not already using kit, then you can set it up from shopify ping. when you already use kit, installing shopify ping changes your communication preferences so that shopify ping is automatically selected as the preferred communication method for kit only staff with all available permissions can manage or use kit in shopify ping when you set up kit, you need to connect kit to the facebook business page for your store. you can also connect kit to your facebook ad account and create an audience for the facebook ads that kit recommends when you integrate a chat app with shopify ping, you can read and respond to messages from online store visitors by using shopify ping on your ios, ipados, android device, or by going to url from your desktop. before you integrate shopify ping with a chat app, you need to install the chat app in shopify you can use shopify ping with one or more of the following chat apps after you install an app that supports shopify ping, you can connect it to shopify ping when you set up shopify ping with a chat app, there are no restrictions on your store's availability for chat by default. in shopify ping, you can set your store's availability from the settings, so that customers who start a conversation with your store know when to expect a reply this feature is not yet available in shopify ping for desktop in shopify ping, select the store icon to open the settings select the always available toggle to turn it off for each day that you want to change your availability, select the day, and then set your availability for the day you can customize greeting messages that send automatically when a customer starts a conversation on your store, so that customers know when to expect a reply. you can set different greeting messages for conversations started during your available hours and for those started outside your available hours select the toggle, and then enter the message text if you want to return to the chat availability settings, then select the back arrow in shopify ping for ios or android, you can create saved replies to use for messages that you often send to customers. for example, if customers often ask you whether you accept returns or exchanges, then you could create a saved reply that includes a link to your store's policy. when you create a saved reply, you give it a name that you use as a shortcut to the saved reply when you're messaging a customer to use a saved reply, enter the shortcut in the message field during a conversation, and then select the reply that appears. you can edit or add to the message as needed, and then select send;;

the shopify tap chip reader is an emv-compliant card reader that connects wirelessly to your ipad or iphone. you can use shopify's tap chip reader to accept contactless and chip card payments with the shopify pos app shopify's tap chip reader is available only to merchants based in the united states and canada to see more videos, visit our youtube channel to use the tap chip reader, you need to meet the following requirements in the united states, you can use the tap chip reader to accept payments from the following payment types in canada, you can use the tap chip reader to accept payments from the following payment types card purchase limits are set by card brands and issuing banks for visa, mastercard, and american express credit card purchases, there's a 250 cad limit when the card is tapped directly. for cards associated with apple pay or google pay, there's no limit for interac debit purchases, there's a 100 cad limit for most cards when the card is tapped directly. for cards associated with apple pay or google pay, the limit is 200 to make purchases for larger amounts, or if your customer has exceeded their tap limit, your customer can insert the card and enter their pin. while there is no payment limit for swipe and pin transactions, your financial institution might set its own limits there is a 0.10 cad charge for interac debit transactions the tap chip reader is available only from the shopify hardware store in the united states and canada the tap chip reader is a pci-compliant device. in order to maintain these standards, the card reader and pos app both perform security checks throughout the day in stores based in canada. these security checks can't be bypassed, and might occur during transactions location permissions must be enabled for the pos app to successfully perform security checks as protection against modification, the reader will enter a tampered state if it is tampered with or dropped with a severe impact. the tampered state is indicated by red leds illuminated on both the left and right of the machine. after the reader has entered the tampered state, it will become unusable and will need to be replaced to turn on the tap chip reader, 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 after one hour of inactivity, the tap chip reader goes to sleep. you need to press and release the power button to wake the card reader again. if you press and hold the power button for 4 seconds or more, then the reader resets any bluetooth pairing it had, and needs to be paired again you can charge the tap chip reader 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 computer the tap chip reader takes 1-2 hours to charge fully. after the reader's fully charged, its battery should last for a week of selling press the power button to display the reader's battery level on the four status lights to use the card reader with shopify pos, you need to pair the reader with your device through shopify pos. after the reader and device are paired, the reader will automatically connect to the device whenever both are turned on and in range to pair a device in canada, location services must be enabled in the ios device settings and you must be using the all-new pos 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 tap chip press and hold the power button on the card reader for 4 seconds, then release. the 4 led indicator lights across the top flashes back and forth to show that the reader is ready for pairing make sure that you release the power button when the led lights flash back and forth in blue. if you continue holding the power button, then the bluetooth connection resets, or the reader turns off you can use the tap chip reader with only 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 tap chip reader to accept 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 enter their pin customers enter their pin directly on the ipad or iphone device. to avoid unwanted contact with the screen, consider providing a stylus pen for your customers to use when interacting with your pos device from the shopify pos, tap checkout. if the tap chip reader is connected and ready, then a tap or insert card option becomes available tap the contactless payment card or device on the face of the card reader and hold it in place until the four blue notification lights appear. when shopify pos displays a payment received message, the transaction is complete you can use the tap chip reader to accept chip card payments chip and pin payments are not supported in the united states if the tap chip reader is connected, it will say tap or insert card at the top of the screen allow the customer to tap or insert their card. the chip should face up, towards the shopify logo if an account selection is required, then the customer must select if they're using their checking or savings account. depending on the bank that the customer uses, they might also be prompted to select which language to complete the transaction in allow the customer to discretely enter their pin on the pin entry screen. after the customer completes the entry of their pin, they tap the green button with the checkmark logo when the transaction is successful, choose whether to provide a receipt, and then tap start new order. the customer can now remove their card refunds are available for interac debit if the card is present to prevent fraud, and so can't be completed through the admin. if the customer used an interac card attached to a digital wallet, such as apple pay or google pay, then the original device used must be present. you cannot refund using a different payment method than was originally used, including cash exchanges are only available to merchants using shopify pos pro if your card reader isn't working, then you can troubleshoot the problem by going through the following steps with a test order check that you meet the requirements to use the tap chip reader check that you have an internet connection. shopify pos needs to connect to the internet through wi-fi or your device's cellular data to process payments. if you can't connect to the internet, then you can't process payments with the tap chip reader shopify payments is available only online. if you do not have internet access, then you must use a payment type available offline check that your device has bluetooth enabled and that the card reader is showing as connected in the shopify pos hardware settings. if the card reader isn't showing as connected, then try pairing the card reader with your device if you are also using a tap, chip and swipe reader available only in the us, tap the connectivity menu in the bottom right corner and check whether your device is also paired with the tap, chip and swipe card reader when both card readers are paired with your device, shopify pos will prioritize the tap, chip and swipe card reader because it has the most features. if you want to use the tap and chip reader instead, then turn off the tap, chip and swipe reader the tap, chip and swipe card reader is available only in the united states if your card reader's still not working, then send a report to shopify support by tapping support send a report. support will contact you after the report has been submitted if you are updating the card reader through your pos app and the update freezes, then you must pair the card reader to different device and try again if your card reader appears to be working but is not processing payments, then troubleshoot the problem by going through the following steps with a test order make sure that you're inserting the card correctly. if you're in canada, then you can't insert a debit card to process a payment. if you're in canada and the card reader is declining an interac tap payment, then confirm that the amount is for less than 100 cad for a card payment or 200 cad for an apple pay or google pay wallet account the limit of 100 cad for a card or 200 cad for an apple pay or google pay wallet account for interac tap payments is a cumulative total, not a transactional total. if the purchase total is less than the limit and the transaction is being declined, then it is possible that the customer has exceeded their cumulative limit in previous transactions. the customer can perform an authenticated transaction insert chip and enter pin on any interac debit terminal that accepts chip transactions to reset this limit force quit the shopify pos app and then turn off the device. turn the device back on, open shopify pos, and make sure that the card reader has reconnected. when the card reader's status light shows that the reader is connected, try another test order attempt a pinhole reset of your reader. the pinhole is located on the top of the reader, next to the power button. insert a thin pointed object, such as the end of a paper clip, into the hole and press down for five seconds to reset the reader if your card reader is still not working, then send a report to shopify support by tapping support send a report. the shopify dock for tap chip is available for merchants in the united states and canada the dock for the tap chip reader provides the following benefits secures the reader to a countertop the dock is available from the shopify hardware store in the united states and canada using the shopify dock for the tap chip reader with the incorrect adapter can cause the dock to overheat. to avoid overheating, use the shopify retail stand or usb chargers supplying 6 watts 5 v, 1.2 a only you need to power on and pair the shopify tap chip card reader before you insert it into the dock optional mount the dock to a countertop using the m5 0.8 mm bolt and nut. you need to drill a hole through the countertop. you then screw the bolt through the bottom of the countertop and into the bottom of the dock remove the end cap from the dock slide the tap chip reader into the dock. make sure that the usb-c connector on the dock connects to the card reader connect the power cable to the dock and then to a power source that has a usb-a connector, such as the shopify retail stand the shopify tap chip iphone case is available only for merchants in the united states and canada the case is designed to attach the shopify tap chip reader to the back of your iphone. this gives you the mobility and ease to take payments without being restricted to a countertop checkout. it also offers protection for your iphone and card reader the case is compatible with the iphone x and iphone xs models. it's available from the shopify hardware store in the united states and canada we recommend that you attach the iphone to the case before you attach the shopify tap chip reader you need to power on and pair the shopify tap chip reader before you attach it to the case power on the card reader and then pair the card reader to your phone attach the case to the shopify tap chip reader remove the shopify tap chip reader from the case before you detach the iphone.;;

still have questions about shopify pos? you might find your answers here shopify pos is an application for ios and android devices that you can use for transactions in a physical store or pop-up setting. find products, process orders, take payment, swipe credit cards, produce receipts, and control it all from your ipad or mobile device. all the background management of your store is done from your shopify admin, which you can access using any browser the shopify pos app no longer supports ios 11.4.1 or below. after this date, you can continue to use the app but you can no longer update it. to take advantage of bug fixes and new features, you need to update your device to ios 12 or higher. if that is not possible, then switch to using shopify pos on another device that is running ios 12 or higher the shopify pos app works with the following devices the shopify pos app does not support ios beta versions if you already have a shopify account, then log in to shopify pos using your credentials, and the app loads your store's products. if you don't have an account yet, you can begin a 14-day free trial and start creating products directly from the app your shopify store is the back end of your shopify pos system. you manage your customer information, your shopify account, and your product inventory from your shopify admin, which you can access from any browser. the shopify pos app handles customer-facing activities and your in-store settings shopify pos works with a variety of retail hardware, such as a cash drawer, ipad stand, receipt printer, and barcode scanner, but you can process sales without these items. the only essentials are an ipad or iphone, the shopify pos app, a shopify store which you can create from the app, and a product to sell. shopify pos hardware is available from the shopify hardware store in the continental united states, canada, the united kingdom, and ireland your shopify online store automatically synchronizes with shopify pos, and you manage your entire business from one dashboard. product or inventory updates that you make in your shopify admin instantly take effect in shopify pos there is no limit to the number of products that you can create, but there is a limit to the number of products that you can have in your catalog before your pos device might start to experience performance issues these are approximate numbers. high product, variant, and collection counts could result in slower load times when you log in if you haven't already added your products to the pos sales channel, then they won't appear in the app. if you have and the products still aren't appearing, then make sure you are logged into the right location if you want to change the availability of a single product, then select the product from the products, and edit the product availability so that only point of sale is selected. click done, and don't forget to save before exiting the page if you want to select products in bulk to be available only on pos, then click product all products, check the boxes of all products you'd like to edit, click actions, and select make products available. you can now check or uncheck any necessary boxes to change the sales channels where each product is available when you add products in your shopify admin, you can decide whether to make them available online, in-store, or both you can use shopify pos worldwide, but your store needs to be based in a country where shopify has supported credit card payment providers you can install shopify pos on multiple devices, and you won't be charged any extra. store activity on all devices is synchronized with your shopify admin you can add multiple locations in your shopify admin. the maximum number of locations that you can have depends on your store's shopify subscription plan shopify pos for ipad on the shopify plan or higher includes staff, and you can set up logins for any number of employees you can add all products in your shopify admin whether you sell them online or with shopify pos. products that you've set to be available on shopify pos are automatically loaded when you log in to the app if you're using shopify pos for ipad or iphone, you can accept any method of payment. if you're in the united states or canada, you can swipe credit cards using your ipad and iphone. if you're in the united states the united kingdom, or ireland, then you can accept credit card and contactless payments using the emv-compliant tap, chip, and swipe card reader outside the united states, the united kingdom, ireland, and canada, you can buy or rent an external credit card terminal from a payment processor a credit card terminal is any device that accepts credit cards and debit cards. if you're using shopify pos for android, then you can accept cash and credit payments, and you can swipe credit cards with the swipe audio-jack card reader if you're using shopify pos for ipad or iphone, you can use multiple payment methods on a single transaction. you can also offer partial payments if you want to let your customer pay the balance at a later time if you're using shopify pos for ipad, then you can create custom payment options within the app such as cash, debit, or iou, and record any type of payment. any payment options you enable are also available in shopify pos for iphone. if you're using shopify pos for android, you must use the swipe audio-jack card reader if you're using shopify pos for ipad, you can use the app to refund a purchase, as long as the purchase was made on shopify pos. if you're using shopify pos for iphone or android, you can refund an order from your shopify admin or the shopify app you can exchange an item in your customer's order using shopify pos shopify does not charge additional transaction fees for pos orders. if you're using a shopify card reader with shopify payments or a supported credit card payment provider, you pay only the credit card processing fee. shopify doesn't charge you for accepting any other type of payment such as cash, external debit, or external credit. if you use an external credit card terminal, you are charged transaction fees by your payment processor if your store is based in the united states, canada, the united kingdom, or ireland, then you can use a shopify card reader to accept credit card payments anywhere in the world with an internet connection refer to the documentation for gift cards on shopify pos if a customer loses their gift card, you can issue a replacement you can make a refund to the same gift card that was used to make the purchase, and the balance on the gift card is automatically updated just like any other product, you can refund a gift card if a customer wants to return it. before you make the refund, you need to disable the gift card if your store's based in a country where shopify has supported credit card payment providers, then you can use shopify pos. there are two important considerations you can buy hardware kits and individual items of supported hardware from the shopify hardware store in the continental united states, canada, the united kingdom, and ireland. outside these countries, supported hardware is available from authorized resellers when you migrate from another platform, you might be able to re-use some of your hardware if you're in the continental united states, canada, the united kingdom, or ireland, then you can use a shopify card reader to swipe credit cards and take payment. a shopify card reader is affordable, and you benefit from low credit card swipe rates using shopify payments. simply plug the reader into your pos device, and your customers can sign their names right on the screen, with signatures stored safely online we currently do not sell our hardware kits outside the continental united states, canada, the united kingdom, and ireland all shopify subscription plans starting at 9month include access to shopify pos. to use its advanced features, such as staff management and hardware integration, your store needs to be on the shopify plan or higher you can sign up and use shopify pos for 14 days without a credit card. at the end of your free trial, you can pick a plan and enter your credit card details. if you want to start making sales and processing payments during your 14-day free trial, you have to choose a plan and enter your credit card, but you aren't charged until the end of your trial billing for shopify pos is subscription-based, which means your credit card is charged automatically once every charging period. the charging period used by shopify is 30 days, so you're charged 12 times in a 365-day period. the amount you pay varies depending on the plan you choose and how you pay transaction fees payments collected using shopify pos are transferred to your merchant account the maximum number of locations that you can have depends on your store's shopify subscription plan.;;

permissions determine the level of access that your staff have to your store your staff might need specific permissions depending on their role, like shopify pos login requirements. carefully consider the permissions that you give to staff and collaborators refer to managing staff for more information on how to create or update staff a shopify store can have only one store owner. it's usually the person who opened the store. you can check who's listed as the store owner by clicking on settings plan and permissions or users and permissions in your shopify admin. emails from shopify are sent to the store owner's email address some actions are available only to the store owner you can transfer store ownership if needed generally, permissions give you access to the page in your shopify admin of the same name. in some cases, you need multiple permissions to complete tasks in a particular area of the admin if your store is on the shopify plus plan, by default your staff can't export data. you can give staff permission to export orders and draft orders, products and inventory, and customers only the store owner can make changes to the store's subscription or banking information. staff need the manage settings permission to complete most administration tasks the store owner can always edit any staff permissions. staff with the edit permissions permission can edit permissions for other staff, but only permissions that they already have for instance, a staff that only has the edit permissions and manage settings permissions can't add or remove the themes permission for another staff because they don't have the themes permission if your staff have the edit permissions, then you can give another staff the edit permissions permission. for security reasons, you can only give another staff edit permissions if you have at least the same permissions as the staff that you want to edit to log in to shopify pos using a shopify id or login credentials, staff accounts need the following 13 permissions you also need to select give point of sale access to this staff in the point of sale access section to give staff access to shopify pos if you select this permission, then your staff can log in to your shopify admin, and log in to pos without a pin. staff with limited admin permissions and pos app only staff can't log in to shopify pos without the store owner, or a staff account with the required permissions, logging in first store owners and staff with all available permissions can view shopify pos staff pins and log into the shopify pos app you can also create and assign roles to your shopify pos staff, refer to point of sale staff management for more information. if you want to add shopify pos app only staff, then refer to adding point of sale staff if your store is on shopify plus, then you have an additional level of control over apps and channels that your staff can access you can choose to give staff access to all apps and channels, or select which apps and channels staff can access. if no apps and channels are selected, then staff can't access any apps or channels in your shopify admin store owners and staff with all available permissions can use all of the shopify ping features, and only staff with all available permissions can manage chat availability, and kit in shopify ping. retail staff don't have access to shopify ping staff need to be added as staff in your store in order to use team conversations. staff need the following permissions to access all of the shopify ping features the types of permissions that you give depends on the needs of your staff. you can use these examples to help you choose permissions for staff that update your online store, you might give the following permissions for staff to create and edit blog posts, you might give them the following permissions for sales staff, you might instead give them permissions such as for accountants, consider providing all available permissions so that your accountant can access the information that they need including orders, reports, and access to shopify payments.;;

as of march 15, 2021, kit will no longer be available to download in the shopify app store. kit will be removed from your shopify store as of august 31, 2021 kit is a free app that you can use to more quickly manage marketing and communication for your store. you can think of it like a virtual employee. by using kit, you can create targeted facebook ad campaigns, send thank-you emails to customers, and manage integrated apps you need to sell by using the online store sales channel to use kit posting updates to social media with kit running business reports with kit using kit's skills to manage apps;;

if you experience performance issues with the shopify pos app, then there are some common steps that you can take to troubleshoot them shopify recommends that you do not delete and re-install the shopify pos app if you experience any problems. if you delete the app, then you lose the app logs that we use when we give you technical help, and you lose any saved data such as register shifts and saved carts the shopify pos app works with the following devices the shopify pos app does not support ios beta versions make sure that your ipad is running the latest versions of ios and the shopify pos app. software updates enhance your experience and help you avoid problems caused by out-of-date software you can set install software updates from the app store to make it easier to keep your software up to date, you should check that automatic updates are enabled in your ipad's main settings. if the option is enabled, then software updates are downloaded and installed in the background without you having to do anything yourself you can enable automatic updates on your ipad if you enable the automatic updates option, then it is enabled for all your apps. if you want to control which apps are updated, or when apps are updated, then you should disable the option and update apps manually if you have a firewall set up on your wi-fi network, then add the server hostnames that shopify pos app and card reader updates come through to your allow list, and check for any geographic ip address filtering in your firewall settings, add all ports on the following hostnames to your allow list if you need help to add these hostnames to your allow list, then contact your network administrator the update servers are worldwide. if your firewall filters out ip addresses based on geographical location, then you need to disable this filter if you need help to change your firewall settings, then contact your network administrator the shopify pos app should automatically update to show any changes you make in your shopify admin. if you make a change in your shopify admin that doesn't appear in the shopify pos app, then you can force the app to resync with your shopify admin by sending the app to run in the background on your ipad and then re-opening it if you find that the shopify pos app is slow, or that it sometimes freezes, then try forcing the app to close and then re-opening it your store's catalog is stored locally on your ipad when you log in to the shopify pos app, and there's a limit to the size of catalog that an ipad can load. if you're experiencing performance issues with the shopify pos app on your ipad, check that your catalog is not too large if you've tried the troubleshooting steps above and you're still experiencing performance issues with the shopify pos app, then send a report from the app and contact shopify support for technical help your feedback and the ipad's application logs are sent to shopify, and we'll be in a better position to help you when you contact us make sure that your iphone is running the latest versions of ios and the shopify pos app. software updates enhance your experience and help you avoid problems caused by out-of-date software. you can check for available software updates in the app store to make it easier to keep your software up to date, you should enable automatic updates from your iphone's main settings. you can also configure whether your iphone uses cellular data to automatically update software. if this option is disabled, then your iphone updates apps in the background only if your iphone is connected to a wi-fi network if you make a change in your shopify admin that doesn't appear in the shopify pos app, you can force the app to resync with your shopify admin by sending the app to run in the background on your iphone and then re-opening it your feedback and the iphone's application logs are sent to shopify, and we'll be in a better position to help you when you contact us android devices produced by different manufacturers have different user interfaces. the steps on this page are a guide only, and the names of screens and buttons that you see on your android device might be slightly different make sure that your android device is running the latest versions of the android operating system and the shopify pos app. android devices automatically install updates by default, but it's possible for you to switch the option off. if you find you're not running the latest version of shopify pos for android, then check whether automatic updates are enabled from the google play store, tap the button to open the menu in older versions of the google play store, tap the button to find the settings button from the play store settings screen, tap auto-update apps tap the option you want, or tap cancel to return to the settings screen. when you make any changes in your shopify admin, they should take effect in the shopify pos app automatically within a couple of minutes. if a change you've made in your shopify admin doesn't appear in shopify pos, or if you don't want to wait, then you can force the app to stop and then re-open it to sync the app with your shopify admin.;;

with shopify pos you can create profiles for your customers to save their name and contact details. recording customer contact details is especially useful for sending receipts by email, and for broadening your customer base for email marketing campaigns you might be using the all-new shopify pos if a customer has not purchased from you before, then you can create a customer profile for them a customer profile can include the following information you need to enter at least a first name for the customer optional to save the customer's details without adding the customer to the cart, disable add customer to cart you can search for existing customers by name or email. tap a customer to view their profile tap the search icon and enter a customer's name or email in the search box tap the customer's name in the search results you can change an existing customer's information in their profile select an existing customer in one of the following ways after you've selected a customer, tap edit edit customer information on the edit customer screen. you can edit information such as name, address, and preferences shopify pos saves a customer's details so that when a customer makes another purchase, you can quickly associate them with the order in the cart section of the products and cart screen, tap select customer if the customer is new, then tap the button if it is an existing customer, then enter the customer's name or email into the search box, and then tap their name in the search results you can delete a customer's details from the order tap the search icon and begin enter a customer's name or email in the search box on the cart screen, tap select customer if the customer is new, then tap the button on the select customer screen. by default, the new customer is associated with the current cart, but you can disable this option from the create customer screen if a customer has not purchased from you before, then you can create a customer profile for them from the products screen. from the shopify pos products screen, tap the button, and then tap add customer you need to enter at least a name and an email address for the customer optional to save the customer's details without adding the customer to the cart, disable add customer to cart on the cart screen, tap add customer add an existing customer in one of the following ways you can edit an existing customer's information tap the added customer on the cart screen after you add a customer profile to a cart, you can remove it by tapping the x beside the customer's name;;

you can enable different payment methods in shopify pos so that your customers have a choice of payment options at checkout you might be using the all-new shopify pos from the payment types screen, you can enable and disable payment gateways, payment methods, and gift cards to access the payment types screen, tap store payment types to use one of our card readers, you need to enable shopify payments or a supported third-party provider. if you haven't enabled shopify payments in your shopify admin yet, then you can do so from your ipad shopify payments can be used to process card reader transactions only in the united states, canada, the united kingdom, and ireland from shopify pos, tap store payment types your ipad's browser opens and you can then log in to the payment providers screen of your shopify admin. after you log in, you can enable shopify payments by default, cash transactions are enabled. if you no longer want to accept cash, then you can toggle this off. there are no additional fees or charges to the customer or store for cash payments tap cash to toggle it on or off your device's internet browser will open and you'll be prompted to log in to the payment providers screen of your shopify admin. after you log in, you can enable or disable cash payments if you meet the following requirements, then you can accept card payments without a customer's signature if you're not using an emv card reader, then you can accept card payments without a signature only for amounts under 25 this option is turned off by default, but you can enable it from the shopify pos store screen tap shopify payments credit and debit enable skip customer signatures when possible you can activate a third-party payment provider instead of shopify payments. however, shopify pos supports only the following third-party payment providers you might be charged additional payment processing fees if you choose a third-party payment provider instead of shopify payments. contact your payment provider to learn more your store needs to meet the following requirements to activate a third-party payment provider the third-party payment providers are compatible only with following credit card readers swipe audio-jack and swipe lightning card readers are currently available only from the shopify hardware store in canada. they are no longer available in the shopify hardware store in the us. swipe audio-jack and swipe lightning card readers previously purchased from the us hardware store can no longer be replaced if they stop working to enable a supported third-party provider for shopify pos on the payments providers page, deactivate shopify payments if it's enabled on your store activate one of the supported payment providers. your account with that payment provider needs to be set up to accept both card present and card not present transactionscontact the provider directly to learn more enter the credentials for your payment account, then click activate from shopify pos, tap store, and then tap payment types in the disabled section, enable the payment provider 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 you can enable payments by gift card in shopify pos for ipad make sure that you've activated the gift card feature on your store before you try to enable gift cards for shopify pos tap the toggle buttons to activate one or both of the following options you can buy physical gift cards from the shopify hardware store tap buy physical gift cards to view the shopify hardware store, where you can choose your gift card design and specify the quantity that you want to buy you can accept payment using an external card terminal and store credit. these payment methods are turned off by default, but you can enable them from the shopify pos payment types screen when you accept payment with an external terminal, shopify pos records the transaction, but the payment is processed and collected by your external terminal provider to enable payment by external credit, external debit, or store credit from shopify pos, tap store payment types. the external terminal and store credit payment methods appear under disabled payments if you want to accept payment by store credit, then enable the store credit option if you want to accept credit or debit payments with an external terminal, then tap external terminal and enable the payment types that you want to accept you can create custom payment methods and name them anything that you like, such as bank draft or check. use custom payment methods for manual payments that aren't processed by shopify enter a name for the method, and then tap done if a payment method is disabled, then it won't appear as a payment option at checkout under enabled payments, disable a payment method by tapping its toggle button the payment method appears under disabled payments. you can re-enable the payment method in the same way if you no longer want to use a custom payment method, then you can remove it permanently from the shopify pos payment types screen to delete a custom payment method swipe the custom payment method left to reveal a delete button if your ipad is set to use a language other than english, then your payment methods will be translated. for example, if your ipad is configured for french, then your payment types settings screen will look like this changing the ipad's language settings will update the language of your pos, including receipt printing. the following languages are implemented chinese china mainland, chinese taiwan, danish, dutch, french, german, italian, japanese, portuguese brazil, portuguese portugal, and spanish. your printed receipt will show translated content for fields such as taxes and total if you haven't enabled shopify payments in your shopify admin yet, then you can do so from your iphone your iphone's browser opens and you can then log in to the payments screen of your shopify admin. you can enable payments by gift card in shopify pos for iphone to enable payments by gift card tap the toggle buttons to activate one or both of the following if your iphone is set to use a language other than english, then your payment methods will be translated. for example, if your iphone is configured for french, then your payment types settings screen will look like this changing the iphone's language settings will update the language of your pos, including receipt printing. you can accept swipe and manual credit card payments with the swipe audio-jack card reader if you meet the following requirements if you don't meet these two requirements, then you can still accept payment with an external terminal enable skip signature when possible if you're using shopify pos for android and you have an external credit or debit card terminal, then you can enable the external terminal payment method from the settings screen of the shopify pos app a message appears that explains that you're enabling a payment terminal that is not integrated with shopify. the external terminal payment method is enabled and will be available as an option on the select payment type screen during each transaction you can enable payments by gift card in shopify pos for android enter a name for the payment method, and then tap under payment types, disable a payment method by tapping its toggle button you need to disable a payment method before you can delete it in the disabled payment types section, tap the pencil icon tap the trash can beside the payment type that you want to delete.;;

you use the shopify pos app in conjunction with your shopify admin go to your shopify admin when you want to;

before you start using shopify pos, you need to set up the shopify pos app and update the point of sale settings in your shopify admin set staff permissions for shopify pos you can control the behaviour of the shopify pos app from the settings screens. you access the settings screens by tapping store some settings are available only if your store is on the shopify plan or higher you can control the behaviour of the shopify pos app from the store screen some settings are available only in shopify pos for ipad and if your store is on the shopify plan or higher some settings are available only in shopify pos for ipad and if your store is on the shopify plan or higher.;;

you can use shopify pos for all your transactions when you're selling in person. before processing your first transaction, make sure you complete the shopify pos in-app setup viewing products and adding them to the shopify pos cart selecting payment methods at the shopify pos checkout managing orders, refunds, and exchanges using gift cards with shopify pos adding or removing a cart note for a shopify pos order collecting tips with shopify pos;;

if your store is on the shopify plan or higher, then you can use additional hardware with shopify pos to create a full retail store experience. you might use a barcode printer to print barcodes for your products, and then add products to the cart by scanning their barcode with a barcode scanner. you could also use a receipt printer to print receipts and gift receipts the shopify plan or higher also gives your store features to help you manage your store, like register shifts, cash tracking, staff pins, and saved carts your store doesn't need to be on the shopify plan or higher to use the shopify pos basic features. learn more about the shopify pos basic features the retail features provided by the shopify plan or higher are intended to help you create a full retail store experience, so the majority of the features work only with shopify pos for ipad. if you use shopify pos for iphone or android, then you can upgrade your store to the shopify plan or higher to use a swipe card reader with a supported third-party gateway in shopify pos for ipad, the shopify plan or higher gives you the following additional features the shopify plan or higher provides in-app support for the following hardware components;;

you can use shopify pos's basic features with every shopify subscription plan at no extra cost. if you want extra retail features, then your store needs to be on the shopify plan or higher shopify pos has different features on ipad, iphone, and android devices. use the following device comparison to help decide which device has the features that you need;;

this guide provides the main steps that you need to set up your shopify store. you can use it as a starting point and as a reference to make sure that you don't forget any key tasks if you need help setting up shopify pos, then you can hire a shopify expert before you start adding products and setting up your payments, there are a few administrative tasks that you should do if you don't want staff to have access to your shopify admin, then you can create a pos staff pin for them. pos pins give your staff access only to shopify pos and not to your shopify admin the shopify pos app no longer supports ios 11.4.1 or below. after this date, you can continue to use the app but you can no longer update it. to take advantage of bug fixes and new features, you need to update your device to ios 12 or higher. if that is not possible, then switch to using shopify pos on another device that is running ios 12 or higher to get started with the shopify pos app if you use your google account to log in to shopify on your desktop, then you need to reset your password before logging in to shopify pos. resetting your google account password through shopify does not affect your google account login on other platforms there are embedded pos apps available in the shopify app store that can help you expand the functionality of your pos system the shopify pos app works with the following devices the shopify pos app does not support ios beta versions if you don't have anything in your store yet, then you can start with some of the basics if you are in the service industry, make sure you are familiar with the differences between selling services and physical goods add products to sell in your store from the shopify admin or from your shopify pos app. make sure you add images so you can easily browse through your products on your pos device configure the taxes for your products create a collection if you want to organize your products into categories set the availability to point of sale stock products at your shopify pos locations if you are creating new products from your pos app, their availability for point of sale will already be enabled, but you'll have to set their availability for the other sales channels in your shopify admin there is a limit to the number of products and variants that pos devices can load before they might experience problems running the shopify pos app charging sales tax is an important part of running your business. depending on where your store is located, there are different rules and regulations about sales tax that apply to your products. to make sure that your store meets those rules, take some time to understand shopify's tax setup process if your store sells products to customers in europe, note that there are regulations that apply to digital products when you are using shopify pos, you need to if you need to adjust taxes manually based on a region with unique tax restrictions or a specific collection of products, you can use tax overrides when you configure the tax settings for your products, you should also think about how you are going to keep track of your taxes throughout the year. there are important dates and deadlines that you must be aware of when filing your taxes especially in the united states if you're not sure about what system you are going to use to keep track of your taxes, you may want to look at some accounting apps in the shopify app store to make sure that customers can pay you, you need to set up a payment provider. a payment provider lets you accept payments securely. shopify offers its own payment provider shopify payments , and supports a variety of third-party payment providers for shopify pos if you want to use a third-party payment provider, then your store needs to be on the shopify plan or higher activate shopify payments or select one of the supported third-party payment providers for shopify pos when you choose to use shopify payments, you avoid paying additional transaction fees, and you can view your payouts right from your shopify admin get to know the various transaction types using your shopify pos app when you're setting up your pos checkout system, make sure that you have the retail hardware that meets your needs. depending on what hardware you want to use, you also need to check if your store's shopify subscription plan supports it all monthly plans let you accept credit card payments on your iphone or ipad using a supported card reader if you want to add more hardware, such as a cash register and a receipt printer, then your store needs to be on the shopify plan or higher if you're migrating to shopify from another platform, then check what hardware you can re-use and what hardware is supported by shopify figure out what hardware you need for your store before you order it find out where you can purchase your hardware depending on what country you live in configure your in-store wi-fi network so that your hardware can connect to shopify if you are using only a card reader with your iphone or ipad's data plan, then you don't need to configure an in-store wi-fi network install your hardware and make sure that everything is working as it should if you have questions about pos hardware you purchased, then you can look for help in the shopify pos documentation or contact shopify's support team now that you've configured your payment settings and set up your hardware, you should try out a few transactions to make sure that everything works properly and get familiar with the process of taking payments from your customers you can run test orders for a few different types of transactions now that all of the setup is done, it's time to tell people about your store! as you build your business, you'll discover different ways to engage your customers and keep them coming back. the guides on the shopify blog are a great place to start you can also join the shopify community to find great resources and connect with other shopify merchants.;;

shopify connects with retail hardware that helps you build your business, both in person and online. you can buy shopify supported hardware from the shopify hardware store if you're bringing your own hardware, then make sure it is supported by shopify in-app hardware configuration for shopify pos;;

when you connect shopify ping to apple business chat, customers using iphone, ipad, or mac to browse your online store can tap a button to open a conversation in the messages app. after a customer has opened a conversation with you, they can start a new conversation from the messages app without visiting your online store. the apple business chat button is automatically translated into the same language that your online store is displayed in you can read and respond to messages in shopify ping on your mobile device or by logging in to url on your desktop. shopify ping also lets you do the following in your conversations with customers when you send an order, customers with apple pay can buy products directly from messages when you set up apple business chat, you select a category for your products it's important to choose one or more categories that accurately represent your products. apple business chat displays an icon next to your store name in messages based on the primary business category that you choose. apple might not approve your store for apple business chat if your product categories aren't accurate. make sure that your products aren't included in the list of prohibited products from the apple business chat policies and best practices you also need to add your store information and accept the apple business chat terms of use from the sales channels menu in your shopify admin, go to apple business chat in the business category section, select a primary category for your products. if you sell a variety of products, then you can also select up to two additional categories review the apple business chat policies and best practices, and then check the box to confirm review the apple business chat terms of use, and then check the box to accept the terms after setup, apple reviews your store for approval. the approval can take up to 48 hours, and you receive an email when your store is approved by apple. if you have questions about your apple business chat approval status, then you can contact apple support at email after your store is approved, the apple business chat button is automatically enabled for your online store, so customers can send you messages. customers browsing your store from an iphone, ipad, or mac see the button, and can tap it to open a conversation in the messages app on their device after a customer has opened a conversation with you, they can start a new conversation from the messages app without visiting your online store or selecting chat with messages after your store is approved for apple business chat, you can customize apple business chat in the following ways apple has set guidelines for responding to messages from customers. during your operating hours, you need to respond to messages from customers using apple business chat within 1 hour. if you're not able to respond to messages promptly, then apple might suspend your apple business chat account when you set up apple business chat for shopify, your availability isn't restricted. you can set the hours when you're available to chat with customers. the time zone for your business hours is based on your store location, but you can change it from your shopify ping settings in shopify ping, select the store icon to open the settings select the always available toggle to turn it off for each day that you want to change your availability, select the day, and then set your availability for the day you can customize the logo and background color that display in apple business chat messages so that they match your store's brand. when you add your customizations, you can preview them from shopify to see how they will display in light and dark mode on ios. apple reviews every submitted logo, so there can be a delay between logo submission and publication the logo image displays beside your store name in a customer's message list, and in the header of a conversation with your store in messages. the image that you use for your logo needs to meet the following requirements if you don't add a logo image, then an icon based on your store's business category is used as a logo the header color is used for the header of a conversation with your store in messages from the sales channels menu in your shopify admin, go to apple business chat customizations click upload new logo, and then select your logo image file in the message header color field, enter a hexadecimal code for your header color, or use the color picker to select a color from the bottom of the customizations page, click save you can reset the header color to the defaults at any time. the default header color is grey you can change the position and style of the chat with messages button on your online store. you can't change the chat icon or the button message select an option for the button style select a position for the button when a customer starts a chat, apple business chat automatically sends a reply. the default greeting tells the customer how long it typically takes you to respond you can customize the greeting message for apple business chat select the toggle, and then enter the message text if you want to return to the chat availability settings, then select the back arrow you can view and respond to apple business chat messages from customers by using the shopify ping app on a mobile device, or by logging into url on your desktop. learn more about viewing and responding to messages in shopify ping messages from customers using apple business chat don't display a photo or a name for the customer. apple business chat hides customer identities, but shopify ping associates each anonymous customer with a default avatar and a unique shop visitor name if a customer deletes a chat with your store, then you won't be able to send any new messages to them. you can mark a chat as complete from the shopify ping app when your store is set as available for apple business chat messages, you need to respond to messages from customers within 1 hour. if you don't, then apple might suspend your account when you share an order, customers with apple pay can buy products directly from messages this feature is not yet available on shopify ping for desktop you can share products that are available to your online store from shopify ping, and customers will see them in apple business chat tap products to open a list of available products select share product page, and then tap send you can use shopify ping to create new draft orders that include products available to your online store and the apple business chat sales channel, and send a link to customers to help them check out more quickly. when you send a draft order in a conversation, the customer can click the link in apple business chat to go directly to the checkout. customers who use apple pay can buy your products directly from an apple business chat message and pay with apple pay. learn more about setting up apple pay you can't see whether or not an order is paid from within the conversation, but you can view completed orders in your shopify admin. if you use the shopify mobile app, then you receive an order notification when the order is paid you can share a discount code in a message. if the customer clicks the discount code link, the discount is automatically added to their checkout in shopify ping, open a conversation select the discount code that you want to share you can't see if an order is paid from within the conversation. you can't edit orders after you send them in shopify ping. changes that you make in shopify aren't applied to the order from your shopify admin, go to orders at the top of the list of orders, click completed click a draft order to view its details. completed orders that were sent by using shopify ping are indicated by a note in the order timeline when you have the chat with messages button enabled, customers who visit your online store on an ios device see the option to start a chat from your online store pages customers can start a chat by tapping the button, which opens a conversation in the messages app when you share a product or send an order, customers see the product image in messages. if you have apple pay enabled, then customers can tap the apple pay icon to check out directly from the messages app customers can delete a conversation from the messages app to stop receiving messages from your store in your shopify admin, click apple business chat, and then click customizations in the chat with messages button section, click enable in the chat with messages button section, click disable;;

before you launch your store, place some test orders to see how the checkout process works. when you're ready, remove the password on your store so that it's open to the public by placing a test order, you can make sure that your settings for the following parts of your store are working correctly charges don't apply to test orders. you should place at least one test order during your store setup, or whenever you make changes to your payment settings this section explains how to test orders that are made using shopify payments. if you aren't using shopify payments, then you can place a test order in two ways in the shopify payments section, click edit after you place your test orders, make sure to turn off test mode simulated transactions will not show on your payouts menu or reports follow the checkout process for your store as if you were a customer buying a product. use the following information when you're asked for credit card details during checkout if you want to see the credit card error messages that might be displayed to a customer during checkout, you can simulate a number of different failed transactions when you're ready to launch your store, you can remove your online store password during your 14-day free trial, your online store is automatically password-protected. with the password page, you can create a password and add a custom message that your customers will see when they go to your store. if you are ready to launch your store during your free trial, then you need to pick a plan before you can remove your online store password from your shopify admin, go to online store preferences in the password page section, uncheck the enable password page option;;

when you enable customer accounts, shopify stores password-protected information about a customer's identity, order history, and current order status. your customers' details, such as address information, will be pre-filled from the stored information during checkout. to use customer accounts you need to have the online store sales channel only one email address can be associated with a customer account at a time. you can change the email address associated with an account by editing a customer you can make customer accounts required, optional, or disable them altogether. when creating an account, customers are redirected to a separate account creation page. keep in mind that requiring customers to create accounts might decrease sales conversions to edit your customer account settings customers won't see the option to create an account or to log in during checkout. they'll have to manually enter their details at checkout, because fields won't be pre-filled. if the customer checks the save this information for next time box, then a browser cookie saves the customer's information for that store only customers can choose to create an account, but it's not mandatory to create an account to check out. if customers do have an account and they're logged in, then their address fields are pre-filled when they place an order. customers have the option to log in through the already have an account? log in link above the email entry field. clicking this link prompts a user to either enter their email address and password, create a new account, or continue to check out as a guest customers need to create an account, or have an account and be logged in to complete the checkout. this setting is useful if you're running a wholesale or members-only store, for example. address fields are pre-filled when the customer places an order selecting accounts are required doesn't remove the option for your customers to create accounts. to limit access to your store, you need to customize your store's theme if customers are logged in during checkout, then they can select one of the addresses that they used recently. alternatively, they can type their address. customers cannot choose the five addresses that they want to save if you set customer accounts to optional or required in your checkout settings, then you can send customers direct invitations to encourage them to activate an account. they'll receive an email prompting them to create their own password. the email invitation is only valid for 30 days if you want to see if a customer has an account with your store, then you can check in the contact information on the customer's page you can generate customer account invite emails individually, or in bulk from your shopify admin, click customers click the name of the customer that you want to invite if the customer you're inviting isn't listed, then you'll need to add them first you can change your account invite notification email by changing details in the send account invite window. if you want to make permanent changes to your account invite notification email, then you will need to update the notification before sending the account invite email you can change your activation email by confirm your custom message, if you entered one, and the customer's information on the send account invite window click back to make further changes or click send notification to have shopify send the account activation email you can only send customer account invitations from the desktop version of your shopify admin. this option doesn't appear in the mobile app you can use an app to send account invites to all of your customers who have yet to sign up view the app in the shopify app store if your store is on the shopify plus plan, then you can use the bulk account inviter app if a customer forgets their account password, then you can reset it for them from your shopify admin, go to customers click the name of the customer you want to edit click reset password on the customer's information page click reset password again in the confirmation dialog an email is sent to the customer, with instructions for resetting their password. the password reset link is valid for 30 days customer passwords must be a minimum of 5 characters long. if you don't sell subscription-based products, then the active subscriptions section isn't in your customer profiles when a customer purchases a subscription product, their subscription information is displayed in their customer profile. you can view the products that a customer has subscribed to and when their next order is scheduled for in the active subscriptions section click the customer you want to view subscription information for in the active product subscriptions section, click the information that you want to view for more information about selling subscription products, refer to subscriptions if customer accounts are required, then you can disable an account if you want to prevent a particular customer from placing an order with you click the name of the customer you want to disable an account for click disable account on the customer's information page because passwords are encrypted, you can't migrate customer passwords from another platform to shopify. as a result, only customer records are migrated to shopify instead of customer accounts if you are on the shopify plus plan, then you can use the bulk account inviter to send customers an email message that prompts them to reset their password and activate their accounts.;;

it's important to provide good customer service, whether you're selling in person or online. when you offer good customer service, your customers are more likely to be happy after interacting with you, your products, and your services finding out what makes customers happy is a key part of running a store. there are many factors to consider, but one of the most important ones is the market niche where your store fits. for example, when you're selling relatively inexpensive, generic products, your customers have different service expectations than they would if they were buying expensive, custom items. learn more about product market fit from the shopify blog to help you to decide which strategies to focus on, try to learn as much as you can about who your customers are and what types of service they expect. it can take time to understand your customers' specific needs, but you can still use common customer service strategies to build relationships with your customers online. some examples of customer service strategies to try are by setting expectations about shipping, returns, and any other store policies, you can help your customers to make decisions about buying your products. when policies are available, your customers can shop with confidence you can add your store policies in shopify, and then add links to store policies from your online store menus. your store policies also appear in links from your shopify checkout when you set up ways for your customers to contact you, they might ask questions about your products, your policies, and their orders. you can provide contact information on a webpage including phone numbers, email addresses, and mailing addresses, or add a contact form to your online store. you can also set up chat or messaging services for your online store, including the messenger sales channel or shopify chat if you're often asked similar questions by customers or if you want to give customers more information about your business, then you might want to add a page to your online store. you can add pages to share anything that you want your customers to know, but here are a few common examples a list of frequently asked questions - if you're often asked similar questions, then adding a page that answers them can save time for you and for your customers. for example, customers might want to know whether the fabric used in products meets their ethical standards an about us page - adding an about us page gives you a chance to highlight what makes your products and business special, and it can help customers to feel more connected to your products. for example, a store that sells fair trade coffee might add a page telling customers about the source of the beans information about your products - for example, customers who are shopping for clothing might need a sizing chart that lists the typical measurements for each size. you can add a page that describes size information, or you might be able to add a size chart to product pages, depending on your theme you can create orders for your customers with pre-filled customer information. this saves you time when you create an order for an existing customer, such as when you take an order over the phone. if you want to create an order for a customer, then they need to have an existing customer profile add products to the order, and customize the order review the order, make sure that the information is accurate, and then do one of the following actions sending email newsletters is a good way to let your customers know what's new with your business. in many countries, you need the permission of customers to send them emails, even after they buy something from your store. you can let customers sign up for emails from your store by showing an option to accept emails during checkout. learn more about the general data protection regulation gdpr and how it applies to your customer data make sure that the content of your email newsletters is relevant to your customers. customers are more likely to open emails when the information inside is consistently valuable to them. if customers don't enjoy your emails, then they'll probably unsubscribe. you can also reward email newsletter subscribers with early access to products, discount codes, and other promotions. learn more about email marketing from the shopify blog you can use an app to create and send email newsletters, as well as to track customer engagement with what you send. to find an email marketing app, visit the shopify app store you can encourage customers to write about your products and your business by using product reviews, comments on your blog, and social media posts. customers who are happy with your products are often willing to say so publicly. it's possible that customers will even connect with one another through your online store and build a community, particularly when your store has a social media presence. however, make sure that you're prepared for negative reviews and posts as well, and decide in advance how you plan to respond learn more about adding product reviews to shopify, allowing comments on your shopify blog, or posting to social media you can choose to reward customers who order often from your store, or who spend above a certain amount of money. for example, you might issue a gift card to a customer, or send a customer a discount code. you can also use an app to set up customer rewards and loyalty programs you can find customers that meet your reward criteria by using sorting your customer list in shopify from your shopify admin, click customers from the customers page, click the drop-down menu next to sort by, and then select most orders from the customers page, click the drop-down menu next to sort by, and then select most spent sometimes, in spite of your best efforts, customers are unhappy with your products or your service. when orders don't arrive on time, products are damaged during shipment, or customers are dissatisfied with your products, you have an opportunity to help your customers resolve the problem. if you can do this quickly and with empathy, then you can turn a negative store experience into a positive one, and encourage your customers to shop with you again when you tell customers that you're sorry for the problem and show empathy, you can often defuse the situation. if the problem happened because of something that was out of your control, like when products are damaged during shipment, then you can still express your sympathy about the situation when a customer contacts you with a problem, there are a few things that you can do to try and find a solution it can be discouraging to hear that there's been a problem with a customer's experience, but it's worth trying to solve it. sometimes the right solution earns the trust of that customer, and sometimes the solution prevents future customers from having problems. supporting customers who have a problem is also one way of preventing chargebacks to learn more, see what is good customer service? on the shopify blog shopify ping is a free ios and android app that you can use to manage messages from your customers. visitors to your online store can send messages to your business using messaging channels like shopify chat, facebook messenger, or apple business chat. you can use shopify ping to read and respond to your messages from your mobile device staff can assign themselves, or be assigned to, conversations in shopify ping to stay organized while managing multiple customer conversations.;;

you can use the bulk account inviter app to invite your customers to activate their accounts for your online store. this app is useful after you have imported customer accounts from another platform or from another shopify store the bulk account inviter app is available on shopify plus plans only. contact shopify plus support to install the bulk account inviter. this app is not available on the shopify app store shopify uses the sender policy framework spf to verify the email address you use for the automatic notification emails that your customers receive, known as your customer email address. this prevents notification emails from being flagged as spam. it also removes the via shopify note from the sender information, and displays your customer email address instead of email in the sender field these instructions are for stores using a custom domain, and not your default, myshopify domain that looks like url log in to your domain hosting account this usually appears beside the cname record and mx record add the following spf record to your txt record you can invite customers in bulk by sending emails to an entire customer group. for more information on creating these groups, refer to create customer groups. when you have created these custom groups, follow these steps to invite your target customers from your shopify admin, go to apps and open the bulk account inviter app in the customer group drop-down menu, choose the customer group that you want to invite by default, your invites are generated from your account invite notification template. if you want to change the subject or the content of these emails, then edit the subject and custom message fields choose an email address from the email drop-down list. this is the email address that your customers see when they receive the invitation click review and then click send email the email invitations are sent. depending upon the number of customers that you invite, it can take a while for all the invitations to be sent.;;

you can import your contact lists from mailchimp in two ways for more information on store migration, see migrating to shopify.;;

if you're migrating to shopify from an existing shopify store, or one of the platforms supported by the store importer app, then you can use the store importer app to import your product, customer, and inventory data to migrate from one shopify store to another, you need to first export your product, customer, and inventory data to csv files, and then import this data using the store importer app from your shopify admin, click apps import store on the import your data into shopify page, select shopify from the drop-down menu under upload files, click add file and select your exported files. you can select any number of csv files if the platform mentioned on the import store page is not the platform you're importing from, then scroll down to the bottom of the page and click select a different platform. you can then select shopify from the drop-down menu when migrating from another platform to shopify, you need to export your store data from your current platform, and then put the data into csv files in a format provided by shopify. after your data is in the correct csv format, you can import the csv files into your shopify store using the store importer app use the csv templates for products, customers, and inventory to make sure that your data is in the acceptable csv file format if your data import was successful, then you should see your data in your shopify admin. if some of your products or customers didn't import successfully, then you can add them manually. learn how to add a product or add a customer in shopify the following sections describe some of the behaviors that you might see while importing your data into shopify when your import is finished, the import summary page shows you the details of your import. review the messages in the review section of the import summary for any errors. you can edit your imported information manually by clicking view items next to these messages orders that were imported from your previous platform are migrated to your shopify store only for historical purposes. these orders are automatically set to the archived status. while you can technically unarchive them, you'll not be able to perform any functionality normally reserved for orders created in a shopify store if your product visibility was set to hidden in your previous store, then your product isn't available for purchase on shopify. if you don't want a product to be hidden, then make it available for the sales channels of your choice if some of your products or customers did not import, then you can add a product or add a customer manually if your product has variants and one of the variants is missing an option, then the product isn't imported. you need to add this product to shopify manually. for example, suppose that you sell t-shirts that have different options for size and color. if one of your variants includes information about its size but not its color, then your product isn't imported gift card products are not imported and need to be created manually inventory imports only work for stores with multiple locations enabled. the import process doesn't create locations. locations need to exist on your store before importing. if your import contains a missing location, an error message appears in the import summary and the inventory is imported for this location if you think you missed something in your previous import, then you can import your store data again on top of your current import by clicking start new import if your shopify store or previous import already contains customers, then they are updated. the customers are first matched by email address, and then telephone number if no email address match is found. if a match is found, then the existing record is updated as follows if an import contains products that are already on your shopify store, then the matching products in the import are skipped and not imported. a list of the skipped products is shown in the import summary after the import is complete if you're unsatisfied with a data import, then you can delete it. for example, if your data import contains many failed items, then it might be helpful to remove that import and try again. you can delete only your latest import. wait for the data to delete completely before you start another import on the import complete page, click delete import on the delete import dialog, click delete import after all your imported files are deleted, click start new import to start another import because passwords are encrypted, you can't migrate customer passwords from another platform to shopify. as a result, only customer records are migrated to shopify instead of customer accounts if you are on the shopify plus plan, then you can use the bulk account inviter to send customers an email message that prompts them to reset their password and activate their accounts.;;

when you respond to messages in shopify ping, the responses send through the original messaging service, so that your customers receive replies to their original message you can mark messages as read or unread from the home screen if a customer adds or removes a product from their cart, then the event is shown to you, the merchant, in the conversation. if the product name is fewer than 41 characters long, then the name of the product is included in the event description. you're also shown the customer's cart subtotal, and the quantities of the products in the cart, at a per-item level you can share products that are available to your online store in shopify ping with apple business chat and shopify chat. you can also send draft orders for products available to your online store and the apple business chat, shopify chat, or messenger sales channel, depending on which you use with with shopify ping. learn more about sales channel availability for products tap products to open a list of available products select share product page, and then tap send this feature is currently available for ios only you can use shopify ping to create new draft orders, and send a link to customers to help them check out more quickly. when you send a draft order in a conversation, the customer can click the link to go directly to the checkout this feature is not yet available on shopify ping for desktop you can share discount codes in shopify ping. when a customer clicks the discount code, it's automatically applied to their cart you can send images to customers in shopify ping. customers can't send images to you.;;

any member of your team with a staff login can send text and images directly to any other staff on your team in the team conversation section of shopify ping. team members can also send messages to themselves if they want to retail staff don't have access to shopify ping and therefore can't use team conversations. all other team members must have a staff login in your shopify store in order to use team conversations, but no further staff permissions are required. team members do not need any apps permissions to log in to shopify ping. the amount of staff that you can create is based on your shopify plan if you want to send a message to a team member who is not currently using shopify ping, then you can send them an email invitation by initiating a new conversation with them.;;

when you enable shopify chat for shopify ping, your customers can start a conversation with you from your online store. you can read and respond to your customers' messages using shopify ping on your mobile device you need to use the latest version of shopify ping on a mobile device or desktop to see more videos, visit our youtube channel when you install shopify ping on your ios, ipad, or android device, or log in to shopify ping for the first time on a desktop, shopify chat is automatically enabled and connected to shopify ping. you can also enable shopify chat from shopify ping when you install shopify chat, a chat button is automatically enabled on your online store. you can customize the button and chat window so that it matches the style of your online store theme if you have apple business chat enabled, and you view your online store using safari or an ios device, you don't see the shopify chat button. visitors to your online store using safari or an ios device see the option to start a conversation with apple business chat customers browsing your online store can click a chat button to start a chat with you in the browser window. you can change the button style and color to match your online store from the appearance page under shopify chat in your shopify admin, go to shopify chat appearance using the position dropdown menu, choose either bottom right or bottom left for your chat button. the button preview will automatically reflect your button style and position choices in the button color section, enter a hexadecimal code or click the dropdown to use the color picker to select a color shopify chat appears in the same language as your theme. if you are using an unsupported language, then shopify chat defaults to english when a customer starts a conversation with you in shopify chat for the first time, they receive an automatic welcome message from your store. you can customize this message from the shopify chat page in shopify. you might want to use the same language that you use for your online store in the welcome message you can enter a link in the welcome message that a customer can click in the conversation in your shopify admin, go to shopify chat, then appearance in the welcome message section, enter the text that you want customers to see you can view and respond to shopify chat messages from customers by using the shopify ping app on an ios, ipados, or android device, or by logging in to shopify ping on desktop at url. learn more about viewing and responding to messages in shopify ping messages from customers using shopify chat don't display a photo or a name for the customer, but shopify ping associates each anonymous customer with a default avatar and a unique shop visitor name customers can include their phone number when asking a question in shopify chat. this lets them receive a response from you by text message instead of waiting in live chat for an answer. if a customer enters a phone number that doesn't match an existing customer, then a new customer is created. responses are sent to the customer by sms, and also to the live chat if the window is still active. this feature is currently available for use with phone numbers from the us and canada. this feature is free for merchants, but message and data rates might apply for customers using sms messaging in your shopify admin, click shopify chat in the shopify chat button section, click enable in the shopify chat button section, click disable when a customer clicks the chat button, a conversation opens in their browser. the customer can continue to navigate to other pages in your online store, and the conversation stays open until they close it. if the customer navigates away from your store, then the conversation is saved for a short time so that they can continue the conversation after a customer sends their initial message, the customer is prompted to enter their contact information. if the customer is in canada or the us, then the customer is asked to enter their phone number. if the customer is located anywhere else, then the customer is asked to enter their email address. after the customer enters their contact information, a customer record is created or matched within your store, and the initial message is sent to you so that the conversation can continue besides using shopify chat to communicate with merchants, customers can track the status of their order. customers can open shopify chat, select, i need an update on my order, and then enter the order number and the email address that is associated with their order. the customer receives a message back in shopify chat that includes the fulfillment status of their order, a link to track the order if the order has shipped, or a link to the order status page for more details. if the customer enters the wrong email address or order number, then they receive an error message.;;

the best way to add use a third-party domain to your shopify store depends on where you bought the domain domains use a lot of complicated terminology, but in practice there are only two things you need to connect a domain to shopify each domain provider has different requirements for their settings. contact your third-party domain provider or review their documentation on how they need domains to be configured shopify support can't access your third-party domain's settings. if you're having trouble setting up your domain, then you must work with your domain provider. shopify support can only advise you on what to tell your domain provider if you want shopify support to be able to help with your domain settings, then transfer your domain to shopify instead if you purchased your domain through godaddy, google, or 11 ionos, then you can set up your domain automatically because each domain provider is different, shopify support can't advise you on what to put in each field of your domain's settings. here's what you need to know to review your domain provider's documentation and determine what to put into each field, or to contact their support team after you change your domain settings, it can take 48 hours for the internet to reflect the new settings changes to a domain can take up to 48 hours to complete. you can check if your domain is ready to be added to your shopify account using url if those records are not listed, or there is another record on your root domain with a type of a and a content of a different ip address, then your domain is not ready to connect to shopify. if it has been over 48 hours after you changed the settings, then contact your domain provider if those records are listed, then you are ready to add the domain to your shopify account after your domain is ready, you can add it to your shopify account a subdomain is a subset of your root domain at the beginning of a url. for example, in the url url, shop is the subdomain. you can set up a third-party domain to have the root domain point to a different website and a subdomain point to a shopify store. for example, you could have url pointing to your shopify store, but url pointing to a different website troubleshooting this setup is not supported by shopify to connect a subdomain, complete the following steps it might take up to 48 hours for your subdomain to point to your shopify store. if you have problems or need help configuring your third-party domain, then contact your domain provider if you receive an error about a missing a record when adding your subdomain to shopify, then complete the following steps;;

if you have domains pointing to an incorrect ip address, then your online store will be inaccessible to your customers. check your store's domains settings to make sure that the status of each of your domains is shown as connected or setup in progress for each domain that has a different status, you need to make some adjustments to your domain provider's settings to point to shopify's ip address, 23.227.38.65, and to url for any subdomains if you don't update your domain's dns settings for each of your subdomains and root domain, then your customers won't be able to access your store. your domain provider can't update ip addresses automatically depending on your familiarity with domains, you can do either of the following it can take up to 72 hours for changes to dns settings to take effect to get help making the changes, you should contact your domain provider and ask them to make these changes required make sure that the a record of your root domain points to shopify's ip address 23.227.38.65 if you use subdomains, then you need to upgrade your root domain's dns record to use an alias or cname record to point to url log in to your domain account with your third-party provider if you need to retrieve your login credentials, then try filtering your email for your domain provider's name, and look at the oldest emails. they likely would have emailed login credentials to you when you purchased your domain access your domain's dns records in the a record field, enter shopify's ip address 23.227.38.65 create an alias or cname record that points your root subdomains to url;;

if you purchase a domain through shopify, then you can automatically renew your domain subscription in your shopify admin. this is sometimes referred to as a domain extension. automatically renewing your domain ensures that your ownership doesn't expire by default, the shopify store owner's email address and information are used to purchase and renew domains. make sure that your email address is up to date so that you receive notifications about your domain subscription you need to renew your root domain only. all of your subdomains will renew automatically with the root domain in the shopify-managed domains section, click the domain that you want to renew automatically in the auto-renew section, check auto-renew this domain every year your domain will now renew automatically on the date listed domain invoices are excluded from your monthly subscription charges. you'll be charged for your domain renewal separately if you don't want your domain subscription to renew automatically, then you can disable it in your shopify admin in the shopify-managed domains section, click on a domain name in the auto-renew section, uncheck auto-renew this domain every year if you purchase a.de domain through shopify, then you can't stop the domain from being renewed automatically from your shopify admin. the domain continues to renew automatically unless you complete a domain terminationdeletion form. email the completed form to shopify's german support team at email, who will submit it to opensrs on your behalf. this form must be submitted at least 5 days before the domain's scheduled renewal date if you don't have auto-renewal enabled for your domain, then you need to manually renew your domain to prevent it from expiring if your domain subscription expires, then you have 40 days to contact shopify support if you want to renew it. you can't renew an expired domain yourself.;;

international domains can help you expand your business to a global audience by creating shopping experiences in local languages and currencies. if you use only one language and currency to target customers from a specific country or region, then you might exclude customers who use other local languages and currencies an international domain or subdomain is a url that's specific to a country or region you can use international domains to create local shopping experiences for specific countries or regions by displaying your shopify store in the customer's local currency and language. you can set up international domains and subdomains with both shopify-managed domains and third-party domains. to use international domains, your account must be on the shopify, the advanced shopify, or the shopify plus plan when you set up international domains, you can use top-level domains, subdomains, or a combination of both. for example, you can use url in the united states, where your online store appears in english and shows prices in usd. in france, where your online store appears in french and shows prices in eur, you can use url or url. international domains improve localized shopping experiences and can help with selling internationally international domains aren't available to stores on the shopify lite plan or the basic shopify plan if you want to grow your business globally, then international domains can help you position your business as a global brand international domains can have the following benefits for your online store localized experiences affect how customers perceive a brand and how quickly they make a purchase. when online stores appear in a customer's local language and currency, customers are more likely to make a purchase. by displaying your shopify store in multiple local languages and currencies, you can customize the shopping experience to international customers international domains can help you expand your business to a wider audience. by setting up international domains, you can do the following international domains help search engines display the correct region-specific domain when your store appears in search results. for example, search results for customers in the united states display a different url than search results for customers in germany. when you set up international domains for a country or region, your products are automatically displayed in the customer's local currency and language international domains have the following seo benefits for your online store if you want to display your store in multiple languages, then you need to use a compatible third-party app and add translations for each language consider the following when you set up international domains if you need help with translating your online store, then you can hire a shopify expert international targeting, also known as geo-targeting, lets you show the correct version of your store to local customers in a specific country or region. for example, if you sell only to customers in the united states, then you can set your store's target country to the united states. you can set a target country or region for each of your store's domains or subdomains in google search console if you're on the shopify plan or higher and using international domains to sell to multiple countries or regions, then verify each of your domains in google search console. to set the target country or region for each store in google search console, go to legacy tools and reports international targeting. for more information on setting up international targeting in google search console, refer to google search console help if you haven't verified your domain or submitted your sitemap to google search console, then complete these steps before setting up international targeting international domains increase the chance that customers from different countries or regions visit the correct version of your site. to provide your customers with the ability to switch between languages and currencies, you need to add language and currency selectors to your theme. your theme might have a built-in currency and language selector you can use the free geolocation app to detect a customer's location and language preferences. if a customer visits a different version of your online store, then the geolocation app automatically prompts the customer to switch to the international domain for their country or region no, you can use subdomains on your primary domain for each country or region. for example, if your primary domain is url, then you can set up a domain for canada as url, or buy and use url hreflang tags and sitemaps are set up automatically for every domain. these elements enable search engines to return search results with domains that are specific to the buyer's country or region. submit a sitemap for every international domain that you set up no, shopify does not direct customers automatically to their country-specific or region-specific domain based on their ip address because this can cause seo issues. refer to google's recommendation for more information your theme might have a built-in currency and language selector. if you use shopify's geolocation app, then you can add selectors and ip address-based recommendations for your customers no, you can only have one country or region and currency assigned to each domain. if a country or region is assigned to a domain, then you can't assign that country or region to another domain no, only make domains for the languages that you think your core customers will use. adding too many languages that aren't relevant to a domain can have a negative impact on your seo rankings you need to use a supported third-party app to translate your store's content in conjunction with shopify's multiple language feature. international domains don't translate your content for you.;;

you manage all your domain settings on the domains page in your shopify admin your primary domain is the domain name that's displayed in the address bar while customers browse your online store. you assign your primary domain from the domains page of your shopify admin by default, your primary domain uses the format url when you sign up for shopify. if you want to change the domain that customers use to visit your store, then you can buy a custom domain name through shopify or from any third-party domain registrar. after you add a custom domain to shopify, then you can set your custom domain as the primary domain you can use your root domain or a subdomain as your primary domain, but you can have only one primary domain for your shopify store. if you're on the shopify plan or higher and you want to sell to customers in multiple countries or regions, then you can use international domains to set up regional domains for every country or region where you have a target market before setting a new primary domain, make sure that you complete the following steps before you set your primary domain, make sure that your domains have an ok status. changes to a domain can take up to 4 hours to come into effect in the primary domain section, click change primary domain select the domain that you want to set as your primary domain the primary domain that you set is now displayed to customers who visit your online store if you want to use the domain name again for your shopify store after you remove it, then you can add it in your shopify admin if you plan to close your store and transfer your domain to a new platform, then be aware that shopify's http strict transfer security hsts policy remains in effect on your domain for 90 days after you close your store. this policy helps to ensure the safety of information about your business and your customers if you transfer your domain to another platform that uses then you don't need to take any additional steps if you transfer your domain to a platform that doesn't use then for the next 90 days, an error message is displayed in the browser when anyone attempts to visit your domain. the error message might state that the site is not trusted or that the certificate is not valid. wait until the 90 day period is over, or consider transferring your domain to a platform that supports if you no longer want a shopify-managed domain associated with your shopify store, then contact support to have it removed. after you remove or disconnect a shopify-managed domain, you can't manage its settings using the shopify admin your url url can't be removed or changed, because you use your url url to log into your store and identify your account when you contact support. if you want to change the domain that customers use to visit your store, then you can set a custom domain as your primary domain if you have multiple custom domains for your store, then verify that all custom domains associated with your store redirect to your primary domain. if you don't redirect your custom domains to your primary domain, then search engines might index your site as duplicate content, which can affect your discoverability and seo if your account is on the shopify plan or higher and you have multiple custom domains for your store, then you can either redirect those domains to your primary domain or use them to target a dedicated country or region using international domains if you're on the basic shopify plan, then you can't use international domains. make sure that all custom domains redirect to your primary domain if you have any applications that depend on these domains not redirecting to your primary domain, then speak to the app developer before making this change you can't change your url url, because you use your url url to log in to your store and identify your account when you contact shopify support. if you want to change the domain that's displayed to customers when they visit your online store, then set a custom domain as your primary domain. after you set a custom domain name, your url url is still displayed in your address bar when you're logged into your shopify admin.;;

a domain, or domain name, is the address or url that people use to visit your website on the internet. domain names appear in the address bar of your web browser, such as chrome, firefox, internet explorer, or safari to help you understand some of the terminology about domains, the following list contains definitions of common terms an a record is a dns setting that checks whether a domain name has a specific ip address associated with it. in this case, you want your a record to point to shopify's ip address if you use a third-party domain, then shopify's ip address is 23.227.38.65. to connect an existing domain, you need to set your a record to shopify's ip address other terms address record, host record a cname record is a dns setting that points your subdomains to another domain name. in this case, you want your cname record to point to your shopify-hosted domain by using url other terms cname resource record, alias domain name systems dns is a database of domain names. every domain has its own dns entry. domain name systems organize domain names and translate them from words to numbers so you can visit a website without having to memorize its ip address. for example, the ip address for url is 23.227.38.65. typically, this process works quickly in the background. when you connect a third-party domain to your shopify store, you might need to change your dns settings other terms dns records, dns settings, resource records, dns file zone a domain name is the address that people use to visit your website on the internet. domain names appear in the address bar of your web browser and are linked to specific ip addresses a domain provider is a company that registers your domain name for you. typically, you purchase a domain on a subscription basis and you pay a regular fee to your domain provider to keep using your domain name other terms domain registrar, domain host email forwarding is a service that lets you direct an email from your custom domain to an existing email account with gmail, outlook, yahoo, or another provider. for example, if you own the domain name url, then you can create the email email for your customers. when customers email email, their messages are forwarded to your existing personal account, for example, email http strict transport security hsts is a web security mechanism that ensures that browsers only connect to your online store over a secure connection. using a secure connection prevents certain kinds of network attacks and helps ensure the safety of your information and your customers' information. hsts is always active on your domain for as long as your domain is connected to your shopify store an hsts policy can be set on a domain for a fixed length of time. shopify's default length is 90 days. if you remove a domain or leave shopify entirely, then this policy remains in effect on your domain for an additional 90 days the internet corporation for assigned names and numbers icann is an organization that governs and manages domain name systems and other internet protocols an international domain is a url that is specific to a country or region. you can use international domains to display your online store in the languages and currencies that are specific to certain countries or regions. to use international domains, you must be on the shopify plan or higher other terms regional domain, regional subdomain international targeting lets you show the correct version of your store to local customers in a specific country or region. for example, if you sell only to customers in the united states, then you can set your store's target country to the united states. you can set a target country or region for each of your store's domains or subdomains in google search console an ip address is a unique string of numbers that specifies the location of a computer or device on the internet and distinguishes it from other computers or devices. an ip address is required for one computer to communicate with other devices over the internet if you buy a domain through shopify, or transfer your domain to shopify, then your domain can have any of the following ip addresses your shopify domain can switch between these ip addresses at any time. to find your current shopify ip address, from your shopify admin, go to online store domains dns settings and then check the a record section other terms internet protocol address an mx record is a dns setting that points a domain name to a mail server and is used to process emails through your custom domain. you can set up more than one mx record, and add a backup email addresses if you want to make sure that emails reach you if your main email server is down in shopify, your primary domain is the domain name that's displayed in the address bar while customers browse your online store. you can use your root domain or a subdomain as your primary domain, but you can have only one primary domain for your online store by default, your primary domain uses the format url when you sign up for shopify. you can't change your url url, but you can change the domain that's displayed to customers who visit your online store. to change your primary domain, you can buy a custom domain name from shopify or from any third-party domain registrar and connect it to shopify. after you add a custom domain to shopify, then you can set your custom domain as the primary domain a root domain is the domain name that you purchase from your domain provider. a root domain has a top-level domain tld extension such as.com,.org, or.net, but it does not contain a prefix such as an example of a root domain is url other terms base domain, top-level domain and second-level domain shopify uses the sender policy framework spf to verify your sender email address for the automatic notification emails that your customers receive. shopify's spf record is vspf1 include url all. adding shopify's spf record to your email or dns settings can help prevent notification emails from being flagged as spam, removes the via shopify note from the sender information, and displays your sender email address instead of email in the sender field an ssl certificate is a security protocol that creates a safe connection between a server and a browser to keep your and your customers' information secure. in your shopify admin, you can activate an ssl certificate to encrypt your online store's content and publish it securely using instead of when you activate an ssl certificate, the ssl padlock icon appears beside your online store's url in the address bar other terms secure sockets layer a subdirectory is a section of your main website. a subdirectory is defined by a at the end of the domain name. for example, in the url url, pricing is the subdirectory. a subdirectory is different from a subdomain because it's used mainly for organizing your website, while a subdomain can take you to an entirely different website. an example of a subdirectory in your online store is collections a subdomain is a subset of your root domain that you add as a prefix to your root domain. for example, in the url url, url is the root domain and help. is the subdomain. you can use subdomains to organize your website and make it easier for visitors to find the information that they're looking for. if you're on the shopify plan or higher and you want to sell to customers in multiple countries or regions, then you can use international domains to set up a regional subdomain for every country or region where you have a target market the time to live ttl value of your domain determines how frequently your dns records are updated. all domain dns records have a ttl value. for example, if a record has a ttl of 86400 seconds, then it takes up to 24 hours to go into effect. changing a record's ttl affects how long it takes any subsequent change to happen the top-level domain tld and second-level domain are components of the root domain that give hierarchy to the domain structure. for example, in the root domain url, the top-level domain is.com and the second-level domain is shopify txt records contain text information that can be used by services outside of your domain. for example, you might add a txt record that a third-party service has given you to verify with them that you own the domain whois is a service you can use to look up information about the owner of a domain name whois privacy is a service that hides your domain information from a whois lookup and replaces your contact information with url contact details. whois privacy lets your personal contact information remain hidden from the public. you can purchase whois privacy from your domain provider for an additional fee. whois privacy is included when you purchase your domain through shopify.;;

on the marketing page in your shopify admin, you can learn more about the quality and quantity of the traffic that your marketing campaigns bring to your online store. reports about online store sessions and cart conversion rates can give you high-level data about the marketing campaigns you create in shopify. to view the marketing performance data, go to the marketing page in your shopify admin it can take up to 24 hours for your report metrics and data to update you can see a summary of marketing results on the marketing page. the summary includes data from the last 30 days, and shows a comparison to the previous 30 day period. it includes the following metrics learn more about understanding the marketing activity reports for campaigns created in shopify on the marketing page in shopify, clicking on online store sessions shows more detailed information about your online store traffic some of the online store traffic insights also link to reports that contain more data. there are three reports accessible from the traffic insights shows the online store's top traffic sources by total number of sessions, orders, order value, or conversion rate. order value includes taxes and shipping but, unlike total sales, excludes returns the top traffic sources report includes the following columns shows the online store's top geographic locations by total number of sessions, orders, order value, or conversion rate. the top traffic locations report includes the following columns shows how customers shop in your online store. the report shows the number of sessions that reach each stage in the conversion funnel, from landing on your website, to adding a product to the cart, to reaching or completing the checkout. this report also includes a diagram that visually shows the sessions through the stages of conversion the online store conversion report includes the following columns when you sort sessions by ascending or descending value in the online store conversion report, only the traffic sources are sorted within each reporting category. the reporting categories, such as all traffic or added to cart, don't rearrange based on their totals for example, suppose you have traffic from facebook and duckduckgo. if you sort the report by sessions, then only the order of facebook and duckduckgo will change within each reporting category for information about the marketing reports in the analytics section, see marketing reports. if you want to view reports on the results of your marketing campaigns that use third-party marketing apps, then see marketing activity reports under the summary of marketing results, you can see a breakdown of the sales and sessions attributed to each campaign that you created in shopify. the breakdown includes data from the last 90 days, so it might show different data than the summary, which includes data only from the last 30 days you can view a conversion report for marketing activities that you create in shopify. the report includes data from the last 30 days the results shown in marketing activity reports depend on the type of activity. for example, if you're running ads, then you see information specific to ads such as ad spend, impressions, and clicks. if you're posting to facebook, then you won't see any information about ad spend. reports for marketing activities created by using a third-party app include only the information available to shopify from the app when you get an order that's attributed to a marketing activity, you can also view the conversion details from the order details page marketing activity reports show data about the interactions that can be attributed to the marketing activities that you created in shopify. you can use the reports to understand the effectiveness of your marketing activities sessions and sales attributed to marketing activities that you create in shopify are based on the last-clicked interaction. for example, if a customer last clicked a facebook ad that you created in shopify before placing an order, the sale is attributed to the marketing campaign activity that represents the facebook ad in shopify marketing activities created by using a third-party app are listed under marketing created outside of shopify on the marketing page in shopify. to learn more about the third-party apps that you can use to create marketing activities, see the works with shopify marketing collection on the shopify app store. for details on setting up your marketing activities with third-party apps, see the documentation for the app the reports include data about a few results of the marketing activities that you created in shopify when you create a marketing activity in shopify, and then view both shopify reports and the related third-party reports, you might notice some differences. this is because of the differences in how shopify and third parties attribute interactions and sales, and also because of delays in syncing data for example, if you create a facebook ad in shopify, and then view the conversion report for the activity in shopify as well the data in facebook for the same ad, then the two reports might show different results the abandoned checkouts email report is available in the marketing section of shopify and shows data only from november 18, 2019 onwards you might see discrepancies in sales and order data between your shopify marketing activity reports and the reports available from the marketing app or the third-party platform where you created the marketing activity for example, if you're running an email campaign and a google shopping campaign at the same time, then in cases where a customer clicks on both your email and your google shopping ad they can each record a separate conversion. but the shopify marketing activity report attributes the sale only to the source of the ad that was clicked most recently within the past 30 days you might see discrepancies between the ad spend data in your shopify marketing activity reports versus reports available externally for the same service. for example, you might see a 10.00 ad spend for a facebook campaign on your shopify activity report, but see a 13.00 spend for the same campaign in facebook ad manager. the ad spend amount for marketing apps can take up to 24 hours to sync to shopify, so the delay causes the discrepancy. your spending limits are controlled by the ad service, so the delay won't cause you to spend more than budgeted.;;

you can use the marketing reports to see how effective your marketing is and to learn about your conversions. a conversion occurs when an online store visitor becomes a paying customer the sessions attributed to marketing report is available if your store is on the basic shopify plan or higher. the other marketing reports are available if your store is on the shopify plan or higher the marketing reports can help you understand what leads shoppers to your online store and what converts them into paying customers. the reports can show which of your marketing channels are resulting in the highest number of customers and the customers of the highest value, based on their interactions with your online store the reports summarize information from all online store channel orders. for visit or conversion information about a single order, see conversion tracking if you want to view reports on the results of your marketing campaigns that use marketing apps, then see marketing activity reports in the marketing section, click show all click the marketing report that you want to see for more marketing insights into campaigns you create within shopify, refer to marketing performance in shopify the method that a customer uses to get to your store is called the referrer. a referrer can be a search, or can be a link from an ad, email, or website, for example. by knowing the referrer, you can attribute sales to the referrer that the customer used. this is a standard way of analyzing and attributing sales however, a customer can visit your store multiple times and as the result of different referrers, so the referrers are categorized as first interaction or last interaction the referrer that introduced a customer to your store is categorized under first interaction the referrer that the customer used just before placing an order is categorized under last interaction example ryan clicks on a facebook ad that takes him to your store for the first time, and he immediately buys one of your products. the referrer is facebook for both the first interaction and the last interaction. your ad is given credit for making the sale example kiara searches google and finds a link to your store for a product that she likes. she visits your store several times during the week to browse your other products, and signs up for a newsletter, but she doesn't buy anything. the following week, you send out an email marketing offer to her. she clicks the link in the email and places an order. this sale is a last interaction conversion. the first interaction referrer is google, but the email service is the referrer that is given credit for the sale if a visitor doesn't buy anything within 30 days of a session, then the first interaction referrer is reset to be whatever the next referrer is similarly, if a visitor places an order, then the next referrer is deemed to be a first interaction for their next order example rashida visits your store on august 1 by directly entering the url for your online store. she revisits the store several times, but doesn't make a purchase. then, on september 15 which is more than 30 days after her first session, she clicks on an ad for your store and places an order. the first and last interaction for this conversion is the ad, not the direct url the marketing reports use the following terms indicates how the customer who placed an order reached your online store. the name of the referrer, such as google, facebook, or pinterest for direct sources, if the referrer can't be determined, then the name is shown as na. this can occur for many reasons, such as the following situations shows the average value of all orders excluding gift cards, divided by the total number of orders that contained at least one product other than a gift card. order value includes taxes, shipping, and discounts before returns this value helps you know how much customers tend to spend on your store and can help inform your pricing policies canceled, pending, and unpaid orders are included in the reports. test and deleted orders are not included the sales attributed to marketing report shows the sales that can be attributed to trackable marketing efforts the sales in your sales attributed to marketing report are only those that came from traffic that can be directly attributed to your marketing efforts. these efforts could be campaigns and activities managed through the marketing section in your shopify admin or externally managed efforts that use urchin tracking module utm parameters. because of this, the sales amount in this report can differ from sales figures in other reports when you open this report, the data is up to date, give or take about 1 minute. you can reopen or refresh the report to show newer data the sales reports use several common terms. this report uses the following additional terms sales reports don't track money moving between you and your customers. when a sale is made, the reports show the value of goods included in the sale, not the amount of money that you've received. depending on how you've set up your payment methods, you might not receive the actual payment until a later date similarly, when you process a return, the reports show the value of goods that you're receiving, not the amount of money that you're issuing to the customer chargebacks are not included in the sales reports the sessions attributed to marketing report shows you the number of sessions on your online store that are the result of marketing, such as a utm campaign, facebook ads, or google shopping ads. to learn more about tracking your marketing campaigns, see here when you open this report, the data is up to date, give or take a few seconds. the number of sessions and the number of visitors are based on cookies. cookies are small files that are stored on a shopper's device, such as a desktop or smartphone, when they visit your online store. one cookie identifies the device the visitor. another cookie keeps track of the length of the session a session ends after 30 minutes of no activity, and at midnight utc. because the same visitor can trigger have multiple sessions, the number of sessions is usually higher than the number of visitors as of april 6, 2017, when you are logged in to the shopify admin on a device, sessions from that device aren't counted as online store sessions example a customer views products on your store for 20 minutes, then returns to your store 2 hours later for another 10 minutes. 2 sessions and 1 visitor are reported. if the shopper instead views your store for 5 minutes, leaves, and returns 10 minutes later, then 1 session and 1 visitor are reported the conversion by first interaction report shows the number of orders that are attributed to first interactions, and the source of the interactions the report also shows the average order value of the orders, which helps to indicate which referrals are the most effective because of the way that this report is generated, it might not show all the conversions on your store from about the past 24 hours the conversion by last interaction report shows the number of orders that are attributed to last interactions, and the source of the interactions the attribution model comparison compares the number of orders and average order value between first and last interactions because of the way that this report is generated, it might not show all the conversions on your store from about the past 24 hours.;;

you can add conversion tracking for bing ads on your shopify store to better understand the impact of your marketing efforts with bing. for example, if you run two ads on bing for different products, then you can see which ad resulted in more sales with conversion tracking to begin your bing ad tracking, you need to have a bing ads account. then, create a universal event tracking uet tag in your bing ads account and add your uet tag to your shopify account for more information and support with bing, refer to the microsoft advertising help center if you don't have a bing ads account, then you can sign up for one to get a universal event tracking uet tag, you need to set up your bing ads account. after your account is set up, log into it and create a uet tag. for help with your bing ads account, contact microsoft advertising help center after you add a universal event tracking uet tag to your store, you can set up conversion tracking in your bing ads account to track when certain events happen. here are some common events you might want to track customer reaches your intended page - if you want to track how many people reach the page your ad links to, then you can add conversion tracking for the same destination url that you make for the ad customer reaches the checkout - if you want to track how many customers reach the checkout after clicking your ad, then you can add conversion tracking for a destination url that contains checkouts customer completes a checkout - if you want to track how many customers make a purchase after clicking your ad, then you can add conversion tracking for a destination url that contains thankyou for more information and support with bing, refer to the microsoft advertising help center.;;

open tracking lets you see how many emails sent out using shopify email are opened by the recipients. open tracking is enabled by default, and gives you an open rate in the report section of each shopify email campaign that you send. open tracking data shows only the total number of emails that have been opened, and not which recipients opened the email other statistics that are displayed within the report for each email campaign include you can enable or disable open tracking if you want to turn open tracking off, or back on again, then you can follow these steps if you disable open tracking, then your email open rate will not be reported.;;

when you set up the facebook channel, you can add a pixel to track customer data and behaviour on your online store. to use a facebook pixel, you need to set a customer data-sharing level. it's up to you to decide how much data you want to track using the pixel. the standard data sharing setting sends only customer behaviour. the enhanced and maximum settings send additional customer information including name, location, and email address you can create a facebook pixel using facebook ads manager, or in the facebook channel if you've added a facebook pixel to your online store theme code before, then remove the facebook pixel code from your online store after you set up your pixel using the facebook channel facebook pixels can help improve your stores marketing capabilities and the performance of facebook ads. to create facebook ads you need to connect a facebook ad account if you work with an advertising agency or use an app to manage your facebook ads or traffic, then make sure that adding a facebook pixel to your online store won't cause duplicate or incorrect data in your reports you can create a new facebook pixel directly in the facebook channel by clicking create new in the pixel set-up box, or you can create a facebook pixel in facebook ads manager. to create a pixel in facebook ads manager, refer to the facebook help center when you add a facebook pixel to your facebook channel, the pixel integrates with your online store. a facebook pixel can be added when you're setting up instagram shopping, facebook shop, or facebook marketing, but it's required only for the facebook marketing feature. before you can add a facebook pixel, you need to enable data sharing in the customer data-sharing section you can manage your facebook pixel in the data sharing settings within the settings section of the facebook channel in the customer data-sharing section of your data sharing settings in the facebook channel, there's a list of pixels that you have created. click connect to connect a preexisting facebook pixel or click create new to create a new facebook pixel after you add a facebook pixel to your online store, make sure that it's working by using facebook ads manager. learn about how to tell if your facebook pixel is working from the facebook help center if you've recently added a facebook pixel to your online store, then you need to wait for customer activity before any data is shown in facebook ads manager if you edited your theme file code to add a facebook pixel, then you need to remove the pixel code before you can add a facebook pixel id using the facebook channel. if you don't remove the pixel code, then your store will have more than one pixel on it, which can result in duplicate or incorrect data in your reports after you add a facebook pixel in shopify, the pixel tracks certain events on your online store, such as when a customer views a certain page. you can use the data from these events to learn more about how customers interact with your store. learn more about using facebook pixel events to create campaigns and track conversions at the facebook help center events that track an order value use an order's subtotal, which doesn't include taxes or shipping costs after you integrate a facebook pixel with your online store, the pixel automatically tracks the following events.;;

cardinal is a 3d secure provider that integrates with many third-party payment gateways on shopify in the european economic area eea and united kingdom. using cardinal both reduces your risk of chargebacks and meets the regulatory requirements of payment directives for psd2 in europe. the psd2 directive takes effect on september 14, 2019. there is an expected 18-month transition period for merchants to become compliant across the eea and united kingdom paypal advises that merchants in the united kingdom who are currently using paypal payflow pro move to paypal website payments pro. you can only enter your cardinal credentials on paypal website payments pro uk paypal users in the eea and united kingdom are also required to enable 3d secure checkouts. paypal users on paypal website payments pro uk are able to sign up with cardinal directly with paypal, at no additional cost if you're using paypal website payments pro uk, then you must register your account and business through paypal to enable 3d secure checkouts. for more information, refer to 3-d secure for website payments pro. paypal express is already psd2 compliant so no action is required for this payment method if you use a supported third-party payment gateway and your shopify admin displays a message requesting you to connect with cardinal, then follow these steps cardinal charges a fee for using their services, unless you are using paypal website payments pro uk.;;

you can use the all-new amazon sales channel to keep track of your products and orders across both amazon and shopify. you can use the amazon sales channel in a few ways the all-new amazon sales channel can help you to create and link listings on url or url. you can only use the all-new amazon sales channel with the region that matches your shopify store's currency the all-new amazon sales channel requirements setting up the all-new amazon sales channel;

you can use shopify to sell your products wholesale to other businesses. you can sell on the handshake marketplace, or create a separate, password-protected storefront. choose an option that fits the size and complexity of your wholesale business you can use the handshake sales channel to sell on the handshake marketplace. handshake marketplace is a wholesale marketplace that connects approved shopify merchants that sell wholesale with retailers you need to apply to sell on the handshake marketplace. if your application is approved, then you can install the handshake sales channel to your shopify admin, and list your wholesale business and products on the handshake marketplace. learn more about selling on the handshake marketplace handshake marketplace is currently available only to businesses located in the united states you can add the wholesale sales channel to your shopify admin to create a separate, password-protected storefront that is an extension of your online store. you can offer custom pricing to your wholesale customers and process your wholesale orders within your current store's shopify admin the wholesale sales channel is available only to, and recommended for, stores on the shopify plus plan. learn more about the wholesale sales channel.;;

the gdpr expands on an individual's right to access and control their personal data. the gdpr gives individuals the right, in certain circumstances, to request a copy of their personal data being processed by a company the gdpr therefore requires that you be able to provide your customers with a copy of their personal data in a format that is this allows customers to use their data with a different service provider. shopify allows you to export most data in csv or excel formats right from your admin for example, order, payout, products, and customer information generally, you should respond to a request within 30 days. extensions are allowed if the request is exceptionally difficult to fulfill if you receive an access or portability request, then you will first need to verify the identity of the requester so that you do not inadvertently provide someone else your customer's private personal information from your shopify admin, click customers click the name of the customer you want to request a log for only the store owner can submit a request for customer data the customer's information will be emailed to the store owner to provide to the requesting customer article 15 of the gdpr will also require you to provide additional context around how you use the data you are providing, including additionally, you need to be able to ensure for more information about how to respond to access requests, you can read this post by the uk information commissioner's office think about the following questions the gdpr gives individuals the right, in certain circumstances, to ask that their personal data be erased, or that a company restrict the processing of their personal data personal data means any data that can be used to identify an individual, including personal data does not include information that is purely financial and cannot be linked to an individual, such as you do not need to disclose or erase purely financial information when you receive a request under the gdpr. in fact, you may not legally be allowed to do so in certain jurisdictions, where you may be required to maintain order records for tax or other legal reasons if you receive a request for erasure sometimes called redaction or deletion, then you should first verify the customer's identity. you should also make sure there is no reason you need to keep the customer's data for example, if the customer is also an employee click the name of the customer you want to request an erasure for only the store owner can request that a customer's data be removed after you request an erasure through your admin, shopify will transmit your erasure request to all apps you have installed at the time you make the request that might have access to that customer's data once you request an erasure within your admin, a 10 day buffer period will begin during which you can cancel the request in case you made the request accidentally. to cancel a pending erasure request, please email shopify at email, and include your store information and the relevant customer id when you request an erasure, shopify will only redact personal information such as name and address. your anonymized order information will remain intact in case you need it for accounting purposes. once the relevant personal data has been erased, we will send you a confirmation email by default, shopify will not erase personal data if the customer has made an order in the last 6 months 180 days, in case a chargeback occurs. if a request for erasure is submitted in that time frame, then it will sit pending, and shopify will action it once the appropriate time has passed. you do not need to submit another request if you would like to override this time delay regardless of the risk of chargeback, then email shopify at email for more information about how shopify complies with the gdpr, and to make sure that you will be in a position to comply in relation to your use of shopify, download shopify's gdpr whitepaper document in english.;;

the general data protection regulation gdpr affects any shopify merchants who are based in europe or who serve european customers. while shopify is working hard to make sure that it complies, and allows its merchants to comply with the gdpr as of may 25, 2018, it is important to note that the gdpr will also require you to take action independently from the shopify platform shopify wants to help place merchants in the best possible position to comply with the law. this article includes questions you should consider to help you assess your obligations to make sure that you have set up your store in a way that complies with the law that said, this is not legal advice. the gdpr is a complicated regulation, and it will apply differently to different merchants. you should consult with a lawyer to figure out what you specifically need to do the gdpr imposes different obligations on controllers and processors of data. as a processor of data, shopify fulfills its own legal obligations under the gdpr. however, merchants as controllers also have their own separate obligations that they must consider shopify provides merchants with a platform that can be configured to be gdpr compliant, but you must consider yourself how you would like to run your business for further guidance, the following regulators within the european union have provided specific guidance on the gdpr the gdpr protects the fundamental rights of individuals within the european union in relation to the processing of personal data examples of personal data include think about the following questions the gdpr and particularly articles 12 to 14 requires that you provide specific information to individuals whose data you are processing, generally in the form of a privacy notice or privacy policy you can use shopify's privacy policy generator to get you started. you can find it in your settings under checkout or online think about the following question a data protection officer dpo oversees how your organization collects and processes personal data. if your business's core activities include large scale online tracking, the gdpr requires that you appoint a dpo and provide contact information for the dpo in your privacy policy the gdpr includes specific tasks that a dpo needs to do, such as conducting data protection impact assessments when your organization changes how it collects and processes personal data. the dpo can be an internal person who has expertise in the gdpr and data protection requirements, but you can also consider working with an consultant or firm to serve as an external dpo as a data controller under the gdpr, article 28 requires that when you engage a data processor like shopify to process your customers' data, you impose strict contractual requirements on how they may use and process that data. this is typically done through a data processing addendum, or dpa shopify has automatically incorporated a data processing agreement url into its terms of service, which is designed to address the requirements of article 28 for shopify plus merchants, their negotiated contracts will govern their relationship with shopify. plus merchants can sign a data processing addendum to address their needs. shopify plus merchants who do not sign a data processing addendum will be governed by shopify's online data processing addendum are other data processors that you work with outside of shopify contractually committed to protecting your customers' data? many third-party apps, channels, payment gateways, or other data processors will also automatically incorporate a data processing agreement into their terms. have you consulted with each of these third-parties are you a shopify plus merchant with a negotiated contract? if you want to sign a data processing addendum, then reach out to shopify plus support. they can provide you with shopify's template dpa to sign under the gdpr, you might need to obtain consent to process the personal data of your customers or change how you currently obtain that consent for example, you might need to obtain consent from your customers if you are sending your customers marketing messages, or if you are using online advertising or retargeting apps where you need to obtain consent, the gdpr says that it must be this means that the customer needs to be given detailed information about the particular use case, and some affirmative action needs to be taken by the consumer to show consent finally, if you offer your customers the opportunity to provide consent, the gdpr also requires that your customers have a way to withdraw consent. this can often be accomplished through an unsubscribe functionality. if you have questions about when and how you should obtain consent for collection of personal data, or the extent to which your customers should be allowed to withdraw their consent, then you should speak with a lawyer familiar with data protection laws however, consent is only one of many legal bases in the gdpr that can justify processing of personal data. you might also process personal data to fulfill contractual requirements, or if you are required by law to process data some european regulators have suggested that if you at first ask for consent and your customer declines or agrees but then withdraws their consent, then you may no longer be able to rely on any other legal basis to process personal data. as a result, you should only rely on consent where you do not intend to or need to rely on another legal basis to process personal data you can read more about the different legal bases to support data processing on the uk information commissioner's website the gdpr includes specific parental-consent requirements for processing the personal data of users under the age of 16 although this age can be lower in certain countries the gdpr requires you to notify customers if you are using their personal information to engage in any automated decision-making automated decision-making means using automatic algorithms to make a decision about whether an individual is eligible for certain services or offers, should be charged a particular price, or is likely interested in certain types of goods or services if you are using any processes that include fully automated decision-making that is, without any human intervention that will have a significant legal effect on the customer, then you need the customer's consent in general, shopify does not engage in fully automated decision-making with your customers' personal data the one exception is shopify's risk and fraud screening, where shopify might automatically block a payment card number or ip address after a certain number of unsuccessful payment attempts. shopify does not believe this has a significant legal effect on customers because the automated blocking lasts only for a short period of time if the gdpr applies to you and you experience a data breach, then you might be required to notify affected users or specific regulatory bodies in particular, the gdpr requires notice where a data breach is likely to cause a high risk of adversely affecting individuals' rights and freedoms this is likely to be the case if the breached information where applicable, you're required to provide notice as quickly as 72 hours after you become aware of the breach the gdpr imposes requirements on any company that uses third-party vendors and service providers to process the personal data of its users shopify uses a number of subprocessors to process your customers' data. for more information about shopify's subprocessors, see shopify's subprocessors the gdpr requires that you take a number of affirmative steps relating to your and your third-party service providers' collection and use of personal data. this includes shopify, but also any third-party apps that you might use in connection with your shopify store shopify has taken action to make it easier for you to understand what personal data the apps you install have access to from your shopify admin, click apps click view details on the app you want to review permissions for you can also review app permissions before you install an app on the install screen in the app store additionally, there is a section of the app store for each app to link to a privacy policy that explains in more detail exactly what data app developers are collecting and how they are using it while shopify wants to make it as easy as possible for you to assess the data practices of the apps you choose to install, it is up to you to ensure that you are using third-party apps in a way that complies with the gdpr the gdpr prohibits exporting the personal data of europeans outside of europe unless that information will be adequately protected shopify protects personal data according to the requirements of the gdpr as it is transferred to and processed in the united states and canada shopify has set up its data flows to take care of these requirements for merchants. as described in section 12 of shopify's privacy policy, all european personal data is initially received from merchants and processed in ireland by shopify's irish affiliate shopify international ltd. shopify then transfers that data onward in compliance with the gdpr for more information about how personal data from the european economic area eea and united kingdom is received and processed by shopify according to gdpr standards and information security best practices, see shopify's gdpr whitepaper in english have you ensured that other parties you transfer data to will transfer that data across international borders in a way that complies with the gdpr? you can do this by looking at the privacy policies of your third-party apps, channels, payment gateways, or other vendors, and seeing if they explain how they protect european data for more information about how shopify complies with the gdpr, and to make sure that you will be in a position to comply in relation to your use of shopify, download shopify's gdpr whitepaper document in english.;;

the general data protection regulation gdpr requires shopify to make the following changes to its platform and internal privacy program reorganize the privacy team, and document and keep records of certain privacy-related decisions made by shopify so that shopify is accountable for its privacy practices make sure that shopify is able to honor the rights of european merchants and customers over their personal data, and that when using shopify's services, merchants are able to do the same make certain contractual commitments to merchants and get certain contractual commitments when shopify uses a third-party subprocessor to provide services shopify has been preparing for the gdpr in the following ways in addition to the preparations listed above, shopify is rolling out the following features for merchants who use shopify's services subject to the online terms of service, shopify has revised its terms to incorporate a data processing addendum you don't have to sign this document, because it is appended to the terms of service and you agree to it by continuing to use shopify services. this fulfills the requirement of article 283 of the gdpr. shopify is not able to sign an individual agreement with each merchant for shopify plus merchants, shopify has a data processing agreement to cover its processing of personal data. please contact shopify plus support for more details for more information about how shopify complies with the gdpr, and to make sure that you will be in a position to comply in relation to your use of shopify, download shopify's gdpr whitepaper document in english.;;

the gdpr is the european union's new data privacy law. the gdpr requires companies to take steps to provide individuals with more visibility into and better control over how their personal data is used. it also requires that companies handle that data securely and responsibly the gdpr took effect on may 25, 2018 the gdpr doesn't require personal data to be stored in europe. the gdpr requires only that if the personal data of european residents is transported outside of europe, then that personal data must be adequately protected shopify protects personal data according to the requirements of the gdpr as it is transferred to the united states and canada and stored. for more information about how personal data from the european economic area eea is received and processed by shopify according to gdpr standards and information security best practices, see shopify's gdpr whitepaper in english for more information about how shopify complies with the gdpr, and to make sure that you will be in a position to comply in relation to your use of shopify, download shopify's gdpr whitepaper document in english.;;

shopify uses the following subprocessors for customer data;

for information about how shopify handles data transfers across borders, download the shopify data transfers whitepaper document in english.;;

a shopify id also known as single login, single sign-on, or sso includes your email address and a password. you use your shopify id to log in to all the stores, programs, and resources on shopify to which you have access. a shopify id belongs to an individual user, and not to a store. each user must create and use their own shopify id to access any store, shopify compass, the partner dashboard, or the shopify community forums it takes only a moment to review your stores and set up your shopify id. after the setup is complete, you will use this email address and password any time you log in the shopify id simplifies logging in, and offers the following benefits all staff need to set up a shopify id for their own individual accounts. they'll be prompted to do so when they log in using a shopify id does not affect the following you are only prompted to set up a shopify id if you use the same email address for more than one store, program, or resource. to see which email address you use for a store, check your account settings. make sure that you use the same email address for any store, program, or resource that you want to access with the same shopify id if necessary, you can make changes to staff in your shopify admin at settings plans and permissions after you've set up a shopify id, it is not easy to go back to separate logins, or to remove a store from the shopify id. make sure that before you start, you change the email addresses for the stores that you don't want to include when you set up the shopify id enter your current password for that store if you have two-step authentication set up for some stores that are associated with this email address, then you need to authorize these stores before proceeding this email and password combination is the one that you use to log in to all the stores that are included in the shopify id recommended set up two-step authentication for your shopify id. this is the best method to ensure that your store remains secure after you complete these steps, you use the shopify id to log in to your shopify stores, programs, and resources fatima works at storeco, and has staff permissions for three different shopify stores storeco1, storeco2, and storeco3 when fatima logs into storeco3, she sees the prompt to set up a shopify id. after fatima completes the process, she has one shopify id with a single email and password combination that she can use to access all three stores when you create a new store by using the email address that you've already used for a shopify id, you can add or merge your login information for your new store if you want to use your existing login credentials to log in to the new store, then enter the password for your new store. if you want to use a different login for your new store, then click remind me later to log in to your store without merging your stores. after you've logged in to your store, you can change your email address settings on the settings plans and permissions in your shopify admin yes, though no action will be required on your part. if you have only one store, then a shopify id is created for it automatically. this means that if you add new stores and services in the future, then you can use the same shopify id to access them if you have one store, but you also use other programs or resources, such as shopify partners or shopify community, then you are prompted to create a shopify id the stores that appear in your store switcher can be accessed by using a shopify id if you haven't set up your shopify id, yet, you will have the opportunity to review a list of stores when you are prompted to set up a shopify id when you're prompted to set up a shopify id, you can exclude stores by clicking... next to the store name. you can then change the email address for the excluded store to a different email address. you can also skip stores for which you cannot complete two-step authentication however, if you want to exclude a store because you're no longer staff, remove your own account from the store before you set up a shopify id if your list is missing a store, that means it's associate with another email address. after you finish setting up your shopify id for your other stores, then you can add a missing store to your shopify id all the information within your shopify admins remains separate and unchanged. your shopify id only affects your login credentials. this includes your username, password, and two-step authentication settings the permissions that you've granted your staff are still granted on a store-by-store basis. the shopify id does not grant your staff any additional permissions if you share your shopify id with other people, then they can access anything that your shopify id has access to. we recommend that you keep your shopify id private and secure, and never share it with anyone else before you remove the shared staff account, create a separate account for each active staff. partners should use a collaborator account as of march 2020, you won't be able to log in to your store until you set up your shopify id after you've set up a shopify id, you use the email address and the password that you chose to log into all stores that use that email address. you can also use this email address and password to log into other shopify resources as part of the shopify id setup process, you're prompted to choose a new password for your shopify store. you'll need to make sure that this is updated in your password manager. in most cases, your password manager should prompt you to update your password. if the password manager that you use is managed by someone else, you might need to speak to the person who is responsible for the password manager to have the password updated in most cases, no. setting up a shopify id requires a user password, so typically this isn't possible. the exception to this would be if you manage the user passwords and your staff uses a password manager to log in staff can't be forced to use two-step authentication store owners can remove any staff, and staff can remove their own.;;

when you have staff who help you to sell in person, you need to give those staff permissions so that they can use shopify pos to run your store all shopify pos staff need to be given access to shopify pos by selecting the give point of sale access to this staff permission on the plan and permissions or users and permissions page in the settings section of your shopify admin to log in to shopify pos using a shopify id or login credentials, staff need shopify pos login requirements. if staff don't have all the required permissions, then they can only use a pin to log in after staff with the required permissions has logged in first you can give different staff different permission levels to your store's point of sale pos and retail activities using pos roles, which are a set of permissions. you can create different pos roles that, when assigned to your point of sale staff, determine how much permission each staff has to the various activities that are required to run your store give staff permissions with pos roles;;

the shopify organization admin is only available to the shopify plus plan the users section of the global navigation menu lists all the people who are associated with your organization you can filter the users list in several ways, including by user type or by user status the following table describes the different types of users in your shopify organization the store owner of the main store in your organization is considered the organization owner. the organization owner is the first person who is given access to the shopify organization admin by default, this organization owner is given all accesses, and always has the user management access. as a result, the organization owner can give any user including themselves access to any store and any tool in your organization the organization owner can't be removed, suspended, or deleted. to change the organization owner, you need to contact shopify plus support members of your organization who are staff in your stores, or who have access to organization features this category label doesn't appear in the users list members of your organization who have multiple, uncombined store accounts shopify uses a single login called shopify id. you can't give organization management accesses to users who are labelled legacy staff until they combine their accounts. users who have access to multiple stores and who have combined their accounts appear as a single user in your user list collaborators or shopify pos app only users can't combine their accounts. if these users have multiple store staff, then they appear multiple times in the users list the following table describes the statuses that users in your organization can have.;;

the facebook channel lets you sell on both facebook and instagram while also providing you with important insights into your ad performance and customers to use the facebook channel, your store needs to be on the basic shopify plan or higher. before you can start using the facebook channel, you need to set up a facebook business manager that's connected to both your business's facebook page and an ad account that has an admin role for the business manager if your store is paused or inactive but has an online store, then your customers can't checkout but you can install and set up the facebook channel before you install the facebook channel you need to make sure your store meets these requirements if you meet the eligibility requirements, then you can set up the facebook channel there are three features that you can use to help you grow your business using the facebook channel;;

before you can start selling on facebook or create facebook ad campaigns in shopify, you need to set up shopify's facebook channel the facebook channel has one product catalog for facebook marketing, instagram shopping, and facebook shop. all products in your catalog are available to all three features. if you make a product unavailable, then the product is removed from all three features if you install the facebook channel and connect any associated accounts, then disconnecting any of those accounts can result in disconnecting all active facebook features to use the facebook channel your store needs to be on the basic shopify plan or higher. before you can start using the facebook channel, you need to set up a facebook business manager that's connected to both your business's facebook page and an ad account that has an admin role for the business manager if you have a personal ad account, then you need to connect it to a business manager. if you've never run ads with your personal ad account, then you need to create a new ad account inside business manager before you can create facebook ad campaigns. learn more about business manager and ad accounts from the facebook ads help center if you don't have a business manager, then you can set one up when you're setting up the facebook channel the following requirements need to be met on facebook before you can connect your facebook page learn how to create a facebook page for your business at the facebook help center you also need to sell by using a shopify online store, and your store can't be password protected. learn how to remove your online store password to install the facebook channel you need to have a facebook account and an online store. if you don't have a facebook account when you install the facebook channel in your shopify admin, then you'll be prompted to sign up for one you might need to change your store's settings before you can add a sales channel because of specific eligibility requirements if your store isn't eligible for a sales channel, then the channel appears as unavailable in your shopify admin. click you can't add this channel to see why your store isn't eligible after you set up a feature on the facebook channel, the facebook assets that you connect are already completed for the set up of additional features. some additional assets, such as an ad account for facebook marketing, might be required to complete the set up of certain features for more details on setting up facebook channel features, refer to if staff set up the channel in their shopify admin, then the facebook channel is displayed to all other staff but it won't appear as connected if staff need to use the facebook channel, then they need to connect to the facebook channel in their shopify admin, using their own facebook account. the staff's facebook account must have admin permission on the business manager and facebook page associated with the shopify store to be able to successfully connect to the facebook channel when you set up the facebook channel, you give shopify permission to access a facebook page for your business, as well as a facebook ad account and business manager. the facebook page connects to your personal facebook account, but shopify uses your personal facebook account information only to access the facebook page, ads manager account, and facebook business manager if your facebook account has an administrator or editor role on a facebook page, then you can post, comment, and message as the page without customers seeing personal information. learn more about facebook page roles on facebook, you need an admin role for a page, ad account, and business manager before you can access all of facebook's settings and make certain changes. pages, ad accounts, and business managers have separate account permissions, which means that you need admin roles for each one. the business manager that you select in the facebook channel must be the owner of the facebook page and the facebook ad account during onboarding. if the facebook page or ad account is owned by a different business manager, then the facebook page and the facebook ad account aren't listed as options to connect. if you can't connect a desired facebook page or ad account, then try connecting a different facebook business manager you can find an overview of facebook roles and permissions and links to more resources on the facebook help center if you need help with troubleshooting your facebook account setup, then see the following articles from the facebook help center;;

after you set up the facebook channel your shopify products will start syncing to facebook. you can select the products that you want to make available to the channel on the product page, or by using the bulk editor in the facebook channel when you make a product available to the facebook channel, it's be available to all of the features that you have set up in the facebook channel. because all of the facebook channel's features share the same product catalog, it's not possible to make a product available to only one feature of the facebook channel if you have multiple features set up. for example, if you have both facebook shop and instagram shopping set up in the facebook channel, and you make a product available to the facebook channel, then the product is available on both facebook shop and instagram shopping collections in shopify don't sync to facebook. you can create collections for facebook using your available products in your facebook commerce manager if you want a product to be available on facebook, then the product must meet a few requirements to view the products that are available to the facebook channel, in your shopify admin click facebook overview view products if you don't have any products in your store, then click add product to add products to your store. if you have products in your store but they aren't available to facebook shop, then click make products available to go to the products page in your shopify admin click the name of the product that you want to to make available to the facebook channel in the product availability section of the product details page, click manage in the manage sales channels availability dialog, check facebook, and then click done facebook formats product images to fit into a square. if your product images are portrait or landscape, then they are cropped on facebook. you can crop your images into squares if you want to be sure that they display on facebook properly the product status section of the overview page shows the status of products available on the facebook channel, and indicates if there are any errors. for a list of errors, click view products. use the information listed in the issues column to fix any problems with a product from your shopify admin, go to products collections click the name of the product that you want to hide from facebook on the product availability section of the product details page, click manage in the manage sales channels availability dialog, uncheck facebook, and then click done changes to product details in shopify are automatically synced to facebook. you can change how a product's image, title, or price is displayed on facebook by editing the product in shopify. you will see your changes appear on facebook after your products sync, which usually takes a few minutes for a list of the products available to facebook, as well as any product errors, go to the product status section of the facebook channel in your shopify admin.;;

if you have the facebook channel installed in your store, then you can choose to have customers check out on your shopify store or directly on facebook and instagram using checkout on instagram. to learn if you are eligible for checkout on instagram, refer to the requirements for selling with checkout on instagram. to learn how to set up checkout on instagram, refer to setting up checkout on instagram switching between checkout methods affects how customers check out on facebook and instagram. each checkout method has unique features which are outlined on this page to help you decide which checkout method is best for your store review the following considerations for having your customers check out directly on facebook and instagram review the following considerations for having your customers check out from your shopify store;;

when you set up the facebook channel, you have the option to choose between two checkout methods checkout on your shopify store, or checkout on facebook and instagram. checkout on facebook and instagram is currently available only to stores in the us instagram is a facebook product so the requirements for selling on instagram are determined by facebook requirements for selling with instagram checkout setting up checkout on instagram syncing products to facebook for checkout on instagram processing orders from instagram checkout;;

you can sell your products on instagram by using the instagram shopping feature in the facebook channel. instagram shopping creates a shop on your instagram profile and lets you tag your products in posts and stories. customers can select view shop on your instagram profile to view all of your products in instagram. customers can also click on posts to view a tagged product, and then select view on website to make a purchase on your online store if a customer clicks a product listed on instagram to view it and make a purchase, then the order is listed as referred by instagram to use the instagram shopping feature you need to be located in a country or region that is supported by instagram and your products need to meet the product requirements for selling on the facebook channel tagging products in instagram posts;;

the shop channel is available for an early preview, and it's currently only available to stores in the united states and canada shop is a free ios and android app for consumers with a companion sales channel for shopify stores. if your store is in the united states or canada, then you can use the shop sales channel to customize the details of your store profile and manage the products that appear in the shop mobile app even if you don't use the early preview of the shop channel, store profiles and product recommendations from eligible stores still display within the shop mobile app to potential customers. customers need to be located within a store's shipping zones before they can see the store's profile in shop you can give customers the option to install the shop app when they check out on mobile. learn more about the shop mobile app from the shop help page your store profile is visible to a buyer after they track an order that they placed in your store with the shop mobile app. however, your store profile and product recommendations can appear for shop mobile app users in store search only when your store meets the following eligibility requirements after you add the shop channel to shopify, your store is automatically reviewed for store search eligibility. learn more about shop store profiles and product recommendations to let customers to use all of the shop mobile app features that they're eligible for, complete the following in addition to installing the shop channel you can also hide specific products from shop so that they don't appear in your store profile if you have a store in the united states or canada and you use the early preview of the shop channel, then you can use the shop channel to customize your store profile for the shop mobile app by using the early preview of the shop channel, you can customize the following parts of your store profile for the shop mobile app you can use the shop channel to view your store profile as it will appear to shop mobile app users although you can't prevent your store profile from appearing in the shop mobile app, you can hide specific products so that they don't appear in shop. if you're using the shop channel, then you can use a bulk editor within the channel to manage the products that are available to the shop mobile app in your shopify reports, sessions referred by the shop mobile app are listed on the sessions by referrer report and the sessions over time report as shopapp in the utm campaign name source column. sessions referred by the arrive app before the rebranding to shop are listed as arriveapp. you can filter the list by referrer name to view only sessions referred by shop if you have the shop channel installed in your shopify store, then you can find information about how shop is impacting your business. for example, you can find details on your sales, orders, follower count, tracking, and impressions in your analytics, all shop refers to sales or orders made using the shop app and shop pay. shop pay includes sales or orders made on any available channel, including your online store if you don't have enough customers using shop, then certain performance metrics won't be available. these metrics are available once more customers start using shop you can remove the shop channel from your shopify admin. when you remove the channel, your store profile in the shop mobile app changes in the following ways removing the shop channel from shopify doesn't change the availability of shop pay in your store checkout, and it doesn't change your settings for the shop opt-in on the order status page. customers who order from your store can still see your store profile in their order history you can enable or disable the option for customers to install the shop mobile app from the order status page. this doesn't have an effect on whether your store profile appears in shop you can enable the shop opt-in without using the early preview of the shop channel. if the shop opt-in is available for your store, then you don't need to do anything to set it up for your customers. the option is enabled automatically, and it appears on order status pages unless you disable it. when you have the shop opt-in enabled, customers in the following countries see a link to install the shop mobile app from the order status page on mobile devices customers outside these countries won't see the option to install the shop mobile app on the order status page customers who opt in are prompted to download the shop ios or android app, and then their order information syncs from shopify automatically customers might use the shop mobile app to track delivery of orders, discover products related to ones they have ordered in the past, and follow their favorite stores. customers that have shop pay connected with a shop account can browse products within the shop app and checkout using the buy now button. if a customer has verified their shop pay information, then they can use the accelerated checkout without having to enter a verification code to complete the purchase. currently customers are limited to buying one item using this feature to access detailed reports on the number of sales made using browse and buy in shop to opt-out of browse and buy in shop you don't need to install the shop mobile app to allow your customers to track orders from your store. if you want to use shop to track deliveries for orders that you place online, then you can install the shop mobile app shop is free, and is available on mobile devices with the following operating systems when a customer uses gmail or outlook, such as url and url, shop automatically locates emails with tracking numbers to identify orders to track. customers using another kind of email address can add tracking numbers manually shop searches emails to collect order information. if you have questions about privacy, then you can view the shop privacy policy when shop is tracking an order, sometimes it doesn't have enough information to display an exact location for the delivery. the delivery status is still accurate to track information from amazon orders, customers need to log in to amazon using the shop app and give shop permission to access their tracking information shop automatically syncs with shopify to show all of the orders that a customer has placed within shopify stores when a customer starts an order but doesn't complete it, an abandoned checkout notification might also appear in shop. the notification prompts the customer to return to your store to complete the order customers can use shop to follow and view store profiles. after an order is added to shop, the related store's profile displays in the shops tab of the shop mobile app when a customer follows a shopify store in the shop mobile app, they can view product recommendations based on the product that the customer is interacting with. the recommendation algorithm uses sales data and product descriptions to show a mix of products that are similar or often bought together. product recommendations become more accurate over time as new orders and product data become available. if the customer hasn't purchased a product in your store, or if there's no similar product recommendations, then the recommended products are based on your recently published products and products that are trending up in sales within the past 30 days the store's profile includes the store's logo, name, and description. if you're not using the shop channel, then you can customize the following details for your store's profile in shop your customers might use the shop mobile app even if you don't enable the option to install the app from your store's order status page. if a customer who uses the shop mobile app places an order in your store, then they can follow your store profile, view their order history, and track the delivery of their order. customers need to be located within a store's shipping zones before they can see the store's profile in shop.;;

you can use the amazon sales channel to keep track of your products and orders across both amazon and shopify. you can use the amazon sales channel in a few ways the amazon sales channel can help you to create and link listings on url or url. you can only use the amazon sales channel with the region that matches your shopify store's currency understanding the amazon sales channel amazon sales channel requirements setting up the amazon sales channel listing products with the amazon sales channel fulfilling orders and processing refunds with the amazon sales channel;

shopify does not recommend the use of buy buttons on your shopify online store or blog, because they can cause problems with the checkout process. instead, consider using permalinks to pre-load the cart buy buttons help you add your products to your external website and blog posts. they also make purchasing the products easier for customers by removing the need to go to a separate page to finalize their order as of march 2, 2020, any buy buttons created before october 10, 2016 are no longer supported a buy button is like a shortcut for buying one of your products. you can place buy buttons on your non-shopify website or blog. buy buttons can show product pictures, descriptions, and prices, all while letting customers purchase products without leaving the website. any updates to a product's details in your shopify admin will appear on the product's buy button for example, fen sells clothing and accessories for sun protection. they create a buy button for their best-selling sun hat. fen writes a blog post on wordpress about the risk of sunburn even on a cloudy day and adds the buy button to the blog post. when someone reads the blog post, they can choose to buy the sun hat by clicking on the buy button. they complete their order without ever having to leave the blog you can track buy button orders from your shopify admin you use the buy button sales channel to create buy buttons. the buy button sales channel is included in all shopify subscription plans you need to use a supported payment gateway to use buy button. to see a list of supported payment gateways in your country or region, refer to payment information by country or region you can also use the buy button channel to create checkout links that you can then share with customers through an email campaign, direct message, or social media post adding the buy button sales channel editing or deleting a buy button or embedded cart;;

there are a few eligibility requirements to use the messenger sales channel;

after you've confirmed your store's eligibility for the messenger channel, you can add it to shopify after you've reviewed the terms of service, click connect account and follow the prompts to give shopify permission to view your public profile, manage your pages, and send messages from pages you manage in the facebook page section, select the facebook page that you want to connect to the messenger channel, and then click connect page when you remove the messenger channel, the widget that customers see on your checkout page will also be removed. customers will stop receiving updates from you if you decide to add the messenger channel again with the same facebook page, then you can continue the conversations that you had started before.;;

if you are using the messenger channel, then you can add a message us button to your online store so that your customers can contact you easily using facebook messenger customers can click the button to message you with facebook messenger if your facebook page is unpublished, then customers might be able to begin conversations with your online store using the message us button, but you will not be able to respond. learn how to publish your facebook page when you enable the message us button, the button appears on every page of your online store except for the checkout page after you've enabled the message us button, you can change its design, position, and size from the customizations page on the customizations page, use the drop-down menus in the message us button section to select the design, the position, and the size of the message us button on your online store after you've made the changes, click save you can see what your selections look like on your online store by clicking view on your store. you can change these settings again at any time you can use the messenger channel with shopify ping, and read and respond to messages from customers by using ping on an ios device. if you don't want to display the message us button on your online store, then you can disable it from the customizations page you can enable the message us button at any time.;;

after you add the messenger channel, you can edit the automated messages that your customers receive in messenger and the messenger menu that appears in chats you can customize the appearance of the message us button when you are using the messenger sales channel, customers receive automated order confirmations and updates in messenger. you can customize these automated messages from the customizations page in shopify if you have already set up a messenger greeting in facebook, then the welcome greeting you set in shopify won't be sent to customers. learn how to turn off the facebook welcome message at the facebook help center you can use the liquid variable ordernumber in the before receipt section of the order confirmation template to display the customer's order number. you can use the variable yourshopwebsite in the no products template to display a link to your online store. you can't use any other liquid variables in messenger templates you can customize the menu that displays in messenger when a customer starts a conversation with your store. the default menu contains buttons with the text shop now, view website, and learn more. you can change the button names, disable or enable the view website link or custom message buttons, and customize the settings for the buttons from the customizations page in shopify;;

you can use the messenger sales channel to let customers shop directly from conversations in messenger and to respond to your customers' questions in a single message thread. customers can also receive automated notifications in messenger about their orders customers can contact you by clicking message us from your online store or by clicking message on your business's facebook page sending order updates and responses adding a message us button to your online store customizing automated messages in messenger;

learn about frequently asked questions related to gdpr. these explanations are for informational purposes only, and do not constitute professional legal advice. please consult independent legal advice for information specific to your country and circumstances shopify has thought about the gdpr very carefully and we have designed our platform to provide our merchants with a best-in-class commerce experience that can comply with privacy and data protection laws like the gdpr obtaining explicit, affirmative consent from customers to process their data can, when implemented properly, be a helpful way to provide transparency to and gain the trust of the customer. but when not implemented appropriately checkboxes can be confusing to the customer, can create mismatched expectations, and can even create legal issues for merchants under the gdpr. we have chosen not to modify our checkout workflow to include an agree to terms and conditions and privacy policy checkbox during checkout because of these concerns in particular, the gdpr makes clear that merchants can collect and process customer personal data for many reasons, including if the customer has provided their informed consent. but the gdpr recognizes that there may be many circumstances in which personal data might need to be processed separate and apart from the customer's consent, such as merchants are likely to rely on many of these legal grounds with respect to the different ways that they might process their customers' data. for example, a merchant might need to use a customer's shipping address to actually fulfill the order and satisfy the merchant's contract with the customer. similarly, a merchant may be legally required to process personal data to respond to a subpoena or in the context of a tax audit. and a merchant may process personal data for any number of other legitimate interests at the same time, european regulators have made clear that consent is the most important of these different justifications. in particular, regulators have suggested that, once a merchant asks for consent to process data for a particular purpose, they may no longer be able to rely on the legal grounds above such as contracts or legitimate interests. additionally, regulators have cautioned that consent cannot be made a condition to receiving goods or services let's think about what would happen if a merchant did add an agree to terms and conditions and privacy policy checkbox at checkout. if the customer does not choose to consent or, if the customer consents and then withdraws their consent -- which is a right provided to individuals under the gdpr, then a merchant may no longer be able to rely on the other justifications listed above. so the merchant may be in a position where under the gdpr the merchant cannot legally process the customer's personal data to process or fulfill an order. at the same time, if the merchant modifies checkout so this checkbox was mandatory to complete the transaction, consent would be a precondition to receiving the goods or services and so may not be valid under the gdpr in the first place this complexity has led a number of regulators to caution against asking for or relying on consent where it may not be appropriate. for example, the uk information commissioner's office has advised consent is appropriate if you can offer people real choice and control over how you use their data, and want to build their trust and engagement. but if you cannot offer a genuine choice, consent is not appropriate. if you would still process the personal data without consent, asking for consent is misleading and inherently unfair if you make consent a precondition of a service, it is unlikely to be the most appropriate lawful basis public authorities, employers and other organizations in a position of power over individuals should avoid relying on consent unless they are confident they can demonstrate it is freely given. we want to do our best to support our merchants and help them avoid problematic legal consequences. but at the same time, we understand that merchants ultimately need to feel comfortable that they have the trust of their customers. as a result, we have made sure that merchants can add an'accepts terms and conditions' checkbox to the cart page not the checkout page. for more information on how to do this, please see our help docs this faq discusses a checkbox to obtain consent to complete a checkout. you may also wish to collect consent for other reasons, for example marketing or collecting especially sensitive data the gdpr requires that data processors be bound by a contract in writing which includes contracts in electronic formats to each data controller in order to process personal data. these contracts should specify what personal data is being processed, and the obligations and rights of the processor and controller. these contracts are often called data processing agreements dpa. in essence, a dpa is an agreement that shopify will only process the personal data given to it in the manner that the merchant specifies, because the merchant is the controller of the data to fulfill this requirement, shopify has added a data processing addendum to our terms of service. it is called an'addendum' and not an'agreement' because it is added on to the terms of service, and isn't an agreement on its own. as a merchant, you agree to the terms of service and, by extension, the data processing addendum, when you sign up for shopify's services, and you agree to any updates to the terms of service for example, our update which added the data processing addendum by continuing to use the services it is important to note that the terms of service are governed by ontario law, and not the law of the jurisdiction in which you reside. so while other regional laws, like the gdpr, may certainly cover your business and how you process data, and may require you to have a binding contract with your service providers like shopify, those other regional laws do not necessarily dictate whether a contract is binding or not. in case of your contract with us, that question of whether the dpa is a binding contract is determined by reference to ontario law as a result, even if your jurisdiction requires that a contract like the dpa be signed, that may not matter with respect to your dpa. under ontario law, we believe that by continuing to use our service once our terms are updated, both shopify and you are bound by the new, modified terms of service. when you continue to use shopify, we believe you have entered into a binding contract with us that includes our data processing addendum, as required by the gdpr if you are a shopify plus merchant who has signed a negotiated dpa, then that dpa will supersede our online dpa contact a local lawyer who specializes in privacy or data protection law contact email for more information on shopify's practices while shopify's operations will comply with the gdpr, and shopify will provide tools to help its merchants comply, it is the responsibility of each merchant to ensure that its business is compliant with the laws of the jurisdiction in which it operates using shopify's platform alone does not guarantee that a company complies with the gdpr as described in the data transfers section of our whitepaper in english, shopify has structured its data flows so that merchants transfer data to shopify's irish affiliate within europe. for that reason, standard contractual clauses are not appropriate, as they are approved for transfers between a european party and a non-european party in addition, regarding transfers directly to shopify inc., shopify would rely in such cases on the european commission's adequacy decision regarding canada's privacy law, which extends to shopify inc. as a canadian corporation.;;

local grocery stores that offer online orders, local delivery, and curb side pick-up provide a great service to help people keep their kitchens and homes stocked with essentials when shopping in a brick and mortar location isn't an option. this checklist provides a list of steps for any business that operates in this industry to make the transition to online easier. you might find it helpful to print this checklist or to download it as a pdf so that you can refer to it throughout the setup process if you already have an ecommerce website, then consider migrating it to shopify before you start setting up your shopify store, it's important for you to understand your goals. ask yourself basic questions about your store. for example, do you want to sell your products both online and in-person? do you want to sell your products through social media channels like facebook? you might also want to think about which pricing plan meets your needs find local experts to get advice on taxes and laws for your business if you're interested in selling in person, then learn about shopify's point of sale hardware think about which pricing plan you need before you launch your local grocery store, verify that you have considered all of the following steps choose your legal business name and address set the default currency for your store set up local pickup and local delivery explore the shopify app store to see which apps could help you with your business use these suggestions to help make your online grocery store your own customize your express theme or choose another theme from the theme library customize your home page and create pages customize your menu and navigation before you launch your online store, place some test orders to see how the checkout process works test successful and failed transactions test refunding and canceling orders test fulfilling and partially fulfilling orders learn about shopify's fraud analysis settings after you've picked a plan and tested your online store, you're ready for people to see it. you can remove your online store password, and add a chat widget to make it easy for online store visitors to ask questions remove your online store password to give customers access to your store after you launch your online store, you need to promote it. you can improve your store's visibility by adding the information that will be used by search engines and by promoting your store in all of the appropriate spaces set up shopify email and send your first email marketing campaign customize your abandoned cart emails add chat to your online store and read and respond to messages in shopify ping;;

you can add one or more conditions for an automated collection to match products based on many details, including product title or type, tags, price, or even inventory stock as of january 30, 2019, collections can have at most 60 conditions if you already have a collection that has more than 60 conditions, then you can still use it. you can edit or delete its existing conditions, but you can't add any conditions while it's over the limit you can add a condition to include a product in a collection based on the product's title, variant title, type, or vendor. you can select from the options in the second drop-down list to control how a product needs to match the condition value that you enter in the third field. the text that you enter in the third field is compared to your products according to the condition's settings, and matching products are included in the collection. the condition is not case-sensitive you can select from the following options to control how a product needs to match the condition value that you enter if you set up a condition for a product that has variants, then that condition is true if any variant matches the condition. this applies whether all conditions or any condition is selected for example, suppose you have a product that has five variants. four of the variants have inventory, but one is out of stock. if you have a collection that has a condition of inventory stock is greater than 0, then the product is included in the collection because at least one of the variants matches the condition variant titles are based on the option values for the variant, separated by spaces and a forward slash. for example, if a t-shirt variant has the option values blue and large, then its variant title is blue large. make sure to include the spaces on both sides of the forward slash when you enter a complete variant title you can set a condition to include products with a particular product tag. when a condition uses product tags, you need to enter the exact tag as a condition value for example, to set up a condition that selects products tagged with accessories although you can create tags that use some special characters, they might not work as you expect in searches or as conditions in automated collections. special characters in tags are either ignored or are treated as being the same example suppose you have a condition for an automated collection of product tag is equal to red-new. all products that have the following tags are also included in the collection rednew, rednew, rednew for more information about tags, see tag formats you can add a condition to include a product in a collection based on its price, compare at price, weight, or inventory. you can set the condition to include products that match its value exactly, or products that are greater or less than its value for example, to set up a condition that includes products that are priced 100 or less you can set more than one selection condition to control which products are included in a collection. you can choose whether products must match all the conditions to be included in the collection, or any of the conditions for example, suppose that you set the two following conditions for a collection if you select all conditions, then products are included only if they are tagged with shirt and are also priced at 100 or less. products need to match both conditions to be included in the collection if you select any condition, then products are included if they are tagged with shirt or if they are priced at 100 or less. products need to match only one condition to be included in the collection to include the products with a price, weight, or inventory value within a range, you need to set more than one condition. the low end of the range is defined in one condition, and the high end of the range in another. you need to select all conditions to include only the products that fall within the range for example, to set up a collection that includes products priced within a range of 50-150, you would set up the two following conditions;;

this guide is relevant only to merchants selling in japan the following guides contain additional information about selling in japan;

the gobd-export app helps you to export your store data, such as orders, products, and users, if that data is requested by german tax authorities. the data is compiled according to the standards established by the gobd audicon has certified that the gobd-export app complies with gobd standards in germany, the gobd is a set of principles for the proper management and storage of books, records and documents in electronic form and for data access. it regulates all the requirements that german tax authorities place on bookkeeping and tax-relevant data, whether electronically or in paper form. it also sets out the guidelines for how german tax authorities can access electronic data during tax audits. the gobd helps you to learn what data the tax office needs you to keep and outlines what the auditor is allowed to do as part of a tax audit the gobd has been in effect since january 1, 2015. it replaces the previously effective principles on data access and verifiability of digital documents gdpdu and the principles of proper computerized accounting systems gobs from the gobd-export app, you can export your necessary store data for a given year after you click export, a message appears that says that your gobd data is exporting, and also lists the email that the data will be sent to. after the export is finished, you'll receive an email with a download link for the data. the link in the email will expire after 7 days.;;

this guide is relevant only to merchants selling in china the following guides contain additional information about selling in china;

this guide is relevant only to merchants selling in france the country where you operate your business can impact how you design your online store and what information you provide to your customers. regulations, buyer expectations, and language considerations can help determine what information you include on your online storefront and product pages while this is not a complete list, merchants selling in france often make the changes listed in this section to their shopify stores disclaimer this guide is for informational purposes only, and does not constitute professional legal advice. consult independent legal advice for information specific to your circumstances. shopify is not liable to you in any way for your use of or reliance on this information general checklist for selling in france display your store policies and other legal information display important information on the checkout page additional resources for merchants selling in france parts of this guide are designed for merchants who are comfortable editing liquid code to customize their themes. you can hire a shopify expert to customize your site for selling in france so that you can focus on other parts of your business view partner agencies in france;;

checklists are an effective way of tracking important steps and considerations when you're new to shopify and setting up your first online store here are some things that you can do to create an online store that works well for your business to see more videos, visit our youtube channel general checklist for starting a new shopify store checklist for migrating your online store to shopify checklist for setting up an online store for your restaurant checklist for setting up an online local grocery store;;

this checklist outlines all the steps that you need to take to get started with shopify. these steps will help guide you create, open, and promote your online store. you might find it helpful to print this checklist or to download it as a pdf so that you can refer to it throughout the setup process before you start setting up your shopify store, it's important to understand your goals. ask yourself basic questions about your store. for example, do you want to sell your products both online and in person? do you want to sell your products through social media channels like facebook? this can help you to focus your attention and speed up your setup process. you might also want to think about which pricing plan meets your needs. however, you don't need to choose a plan until the end of your 14-day free trial find local experts to get advice about taxes and laws that are related to your business if you already have an ecommerce website, then consider migrating it to shopify choose which sales channels you want to use if you're interested in selling in person, then learn about shopify's point of sale hardware think about which pricing plan you need consider buying an existing shopify business using exchange marketplace before you stock your shopify store with products, you need to enter some information about yourself and your store. you need to decide on some basic standards for your product listings and customer transactions. also, you need to set up your domain to make sure that your customers can find your store online choose your legal business name and address set the default currency for your store set a default weight unit for your store listings set up pickup and local delivery explore the shopify app store to see which apps could help you with your business the way that your store looks and the kinds of products that you're going to sell are two of the most important parts of your online store. try a few different themes to see which one looks best, and then add some products to sell. depending on how many products you plan to offer, adding and organizing your product listings can be the most time-consuming step of setting up a shopify store. be sure to give yourself plenty of time to add your products, to organize them into groups, and to set the necessary tax and shipping information make your website look great with a theme organize your products into collections customize your menu and navigation before you launch your online store, place some test orders to see how the checkout process works test successful and failed transactions test refunding and canceling orders test fulfilling and partially fulfilling orders learn about shopify's fraud analysis settings after you've picked a plan and tested your online store, you're ready for people to see it. you can remove your online store password, and add a chat widget to make it easy for online store visitors to ask questions remove your online store password to give customers access to your store after you launch your online store, your business might benefit from adding some other online channels to your shopify store. there are several online channels that you can add to your shopify admin when selling online each sales channel has eligibility requirements based on your region, your product types, and sometimes on your store's shopify subscription plan. for more details, refer to your plan's features after you launch your online store, you need to promote it. you can improve your store's visibility by adding the information that will be used by search engines and by promoting your store in all of the appropriate spaces set up shopify email and send your first email marketing campaign customize your abandoned cart emails add chat to your online store and read and respond to messages in shopify ping looking for free online training with industry experts? sign up for shopify compass to get access to courses and workshops designed to help you build your business.;;

what products you're going to sell and what your store looks like are two of the most important choices you'll make for your store. follow these tutorials to add your first product, try a few different themes to see which one looks best, and then set up a domain for your store to see more videos, visit our youtube channel from your shopify admin, click products to go to the products page from the products page, click add product enter a title for your product, along with additional details. product details change the way your products display to customers. they also make it easier for you to organize your products, and they help customers to find what you are selling. in addition to product titles, some product details you might want to enter include product descriptions, images, prices, shipping details, weight, and more to help you get started, the themes page of your admin has a default theme set up when you open an account with shopify. if you want to customize a different theme for your online store, then you will need to add one to your admin to add a theme for your online store free themes are developed by shopify. help with customizations for free themes is supported by shopify paid themes are developed by third-party designers. help with customizations for third-party themes is provided by the theme designer you can try a paid theme to see how it looks with your products, brand colors, and style, before you commit to buy the theme. while you preview a theme, you can make customizations by using the theme editor. any changes you make will be saved when you purchase the theme. you can preview up to 19 paid themes, which allows you to compare different themes before buying even if you choose not to buy it, the paid theme will be added to the themes page of your admin. paid themes that you are trying will have a theme trial label your store's domain is the url, or the website address, where your customers go to find your online store. you can either buy a new domain for your store or transfer an existing one if you want to transfer an existing domain to use with your shopify store, then follow these steps after you add your first products, choose a theme, and set up a domain, it's time to continue setting up your store.;;

depending on how many products you plan to offer, adding and organizing your product listings can be the most time-consuming step of setting up a shopify store. organizing your store is worth the work, though a well organized store is easier for your customers to use, helping them to find the products they want quickly the process for adding more products to your store is the same as adding your first one from your shopify admin, click products to go to the products page from the products page, click add product enter a title for your product, along with additional details. product details change the way your products display to customers. they also make it easier for you to organize your products, and they help customers to find what you are selling. in addition to product titles, some product details you might want to enter include product descriptions, images, prices, shipping details, weight, and more you can create product collections to organize your products, making them easier for your customers to find. for example, you can create the following kinds of collections if you have information that you want your customers to know about that won't change often, for example, details about your organization or the contact information for your store, then you can create pages for your store to give that content a permanent location you will be taken to a new webpage editor in the webpage editor, enter a title and content in the text boxes provided be descriptive and clear when choosing your webpage title. the webpage title is displayed in the tab or title bar of browsers. it is also used as the title in search engine results. in the visibility field, you can choose whether you want your webpage to be published or not. by default, your new webpage will be visible when you click save. select the hidden option if you want your new webpage to be hidden from your online store, or click set a specific publish date to control when your webpage is published even if your new webpage is visible, it won't appear in your online store navigation automatically. you'll need to add a link to it in a menu you need a menu and links to help your customers to explore your store. by default, the main menu contains links to the home page and the catalog page, and the footer menu contains a link to the search page from the shopify app, tap store in the sales channels section, tap online store on the navigation page, click the name of the menu that you want to edit a new menu item will appear with two new fields. in the name field, enter the name of the link you want to add. this name will be displayed in the menu from the drop-down menu beside the link name, select a link type if you select collection, product, page, or blog, then a drop-down menu will appear beside the link field. you can use this drop-down menu to select the specific destination that you want to add to the navigation if you select web address, then a text field will appear beside the link field. enter the url of the destination webpage after you finish setting up your store, it's time to choose your store management settings.;;

before you open your store to customers, you need to do the following tasks you can save the dimensions and weights of your preferred package types on the shipping and delivery settings page in your shopify admin from the shopify app, go to store settings under store settings, tap shipping and delivery in the packages section, click add package enter the required information about the package type some mail types have restrictions on the size of the packages that you can use to ship your products. a notice about applicable size restrictions will appear on the dialog when you create a new package type if you enter dimensions and weights for your packages, then your calculated shipping rates will be more accurate if you plan to manage your inventory and fulfill orders from various spaces, then you can use locations. after you set up multiple locations, if you're out of stock at one location but have inventory at another location, then shopify will split the order so that it is fulfilled from multiple locations your locations can be retail stores, warehouses, pop-up shops, dropshipping suppliers, or any other place where you manage or stock inventory. with multiple locations, you have better visibility into your inventory across your business for most shopify plans, you can have up to six locations after you create a location, it's added to the bottom of your fulfillment priority list if you have more than one active location, then you need to specify the priority sequence for order fulfillments. for more information about fulfilling orders with multiple locations, see setting up your locations shopify supports a variety of payment methods, but the simplest way to accept payments online using shopify is shopify payments shopify payments is available only to stores in certain countries. for a list of supported countries, see can i use shopify payments? shopify payments eliminates the need to set up a third-party payment provider or merchant account to accept payments. shopify payments comes fully integrated with your store, and lets you manage your business and financials in one place in the accept credit cards section, click add a provider select shopify payments, and then click continue in the shopify payments section, click complete account setup enter the required details about your store and your banking information after you've set up shopify payments, you can configure your settings or make a test transaction on your store as a merchant, you might need to charge taxes on your sales, and then report and remit those taxes to your government. although tax laws are complex and can change often, you can set up shopify to handle common sales tax calculations. you can also set up tax overrides to address unique tax laws and situations shopify uses many default sales tax rates, which are updated regularly. if you use the default rates, you should confirm that they are current and correct. you can override them whenever necessary it's important to make sure your tax settings are correct for your store, and you need to remember to file your store's taxes. for more information about taxes and your shopify store, see taxes there isn't a formal list of steps to set up your taxes. instead, use this process as a guide if you're running an online store, then set up the countries you will be shipping to. you do this step first because the default tax rates are based on your shipping zones if you're using shopify pos, then set up the tax rates based on your retail store locations. this step ensures that the pos tax rates are based on the geographic location where your in-person sales take place set up the tax rates in the countries and regions to which you will be selling and shipping your products if you sell digital products, then set up the taxes that apply to these items override any tax rates where necessary as you set up taxes, you can access and review your settings on the taxes page in your shopify admin before they buy a product, your customers need to have access to your policies for refunds, privacy, and terms of service you need to add your store policies using a separate webpage. your policies are displayed as links at the bottom of your checkout page in a new browser tab or window, go to your pages page from your store checkout settings, copy each policy to your clipboard add a link to your policies page so that your customers can find it easily after you finish choosing your store management settings, you can prepare to launch your store.;;