Before you start
With Stockbeam on Shopify POS you can receive deliveries and count stock at the till. Setting it up takes a few minutes, first on a computer and then on the phone or tablet you use as a till.
Shopify changes its menus now and then, so labels may differ slightly from what's written here.
On a computer
- Open your Shopify admin.
- In the left menu, look under Sales channels. If Point of Sale isn't listed, add it from the Shopify App Store: search for "Point of Sale" (by Shopify; adding the channel is free). Stockbeam on the till needs a POS Pro location: Shopify only runs till apps on POS Pro.
- Go to Point of Sale, then Settings, then POS app ("Smart grid, lock screen, checkout, and apps").
- In the POS editor, click the apps icon (four squares with a plus), choose Stockbeam, and switch on "Activate on: Product details". This puts the Stockbeam block on a product.
- Click the list icon, open Page 1, choose Add tile, then Stockbeam, then Save.
On the phone or tablet
- Install Shopify POS, log in and pick your location. If the Stockbeam tile isn't there yet, close the POS app fully and open it again.
- Tap the Stockbeam tile, then Receive a delivery or Count stock. Scanning a product again adds to its count, and you review and apply counts on a computer.
If something looks different
- Add tile, then Apps, only says "Manage apps in Shopify admin": the Point of Sale sales channel isn't on your store yet. Do step 2 on a computer.
- Adding Point of Sale from an iPhone can open the Shopify app on a blank screen. Add it from a browser on a computer instead.
Done
Once the tile is on your till, mark this step done. Stockbeam also ticks it by itself the first time you receive a delivery at the till.
For what you can do once it is set up, see the guide on receiving and counting at the till.