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Shopify POS
Shopwaive syncs with Shopify POS enabling your employees to apply customer credit to in-store purchases with a single button press
Tip: You can add the Shopwaive tile on the Shopify POS cart page to process refunds, returns, and exchanges
Checkout with Shopwaive in-store with Shopify POS Smart Grid tiles
To use Shopwaive with Shopify POS follow the steps outlined below.
First, you'll cycle the Discount code as credit setting toggle (turn on, wait for it to finish processing, and then turn back off). To do this, follow these steps
Open the app and click the left menu item labeled Settings
Click Settings from the drop down menu
Once you click Settings, scroll down and toggle on the Discount code as credit setting, wait for the spinner to finish processing, and then toggle off. You do not need to leave this setting enabled to use Shopify POS.
Though you can manually issue store credit or use Bulk import for any miscellaneous reason, you can also issue credit inside the Shopify POS app based on scanned item value while processing a combination of return, exchange, and new purchase. You can perform any of the "3 R's" within Shopify POS with a single press of a button as described below in Redeem, Refund, and Remove.
To begin, just add the four Shopwaive tiles shown below to your Shopify POS Smart Grid. The Give Store Credit tile provides an app link to the Shopify app dashboard if needed but is not required. The Redeem (Loyalty app), Refund, and Remove tiles are designed specifically for Shopify POS merchants and are convenient since they enable you to perform Shopwaive operations without leaving the Shopify POS cart.
Add the Shopwaive extension tiles for Shopify POS Smart Grid
Customers can redeem their available account balance if you press the Redeem tile. This will apply the customer's available balance up to the amount required to cover the total due. If the available credit balance does not cover the full cost, the total due will be reduced by their available balance and the customer will be required to provide another form of payment to pay the remainder.
Customers can be refunded for items they return to your store by pressing the Refund tile. You simply add the items to the Shopify POS cart by searching for them in your product catalog or by scanning them into Shopify POS using the product barcode. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. The Refund tile will always equal the grand total of the customer's items in the Shopify POS cart. This makes it super easy to refund based on scanned value of an item, without the need for a receipt, order history, etc. For a miscellaneous refund amount, you can complete a custom sale.
If completing a refund and new purchase simultaneously, after completing the Refund, you simply can remove the refunded items and the customer from the cart, and then add the new purchase items to the cart. Removing the items associated with the refund from the cart does not remove or effect their credit, we simply temporarily scanned them into the cart to capture an accurate value to credit the customer. After completing the Refund, removing the customer and then adding them back to the Shopify POS cart will refresh their available balance that will appear in the Redeem tile
For issuing store credit refunds based on a specific order, you can do this at anytime by visiting the Order Details page of the order you wish to refund within the Shopify admin. Click the More Actions button at the top right of the Order page, and select Refund with Store Credit
You can remove store credit from a customers balance by performing the same actions as with a refund, and instead, press the Remove tile. Add items to the Shopify POS cart. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. If the customer is not new, but does not have an email address on file, you will need to add it before proceeding. The amount that will be removed from a customer's available balance is equivalent to the grand total in the Shopify POS cart. For a miscellaneous amount, you can complete a custom sale. A customer's available balance can never be less than 0.
After processing a refund or removal of credit, remove the customer from the cart and then add them back to get the latest available balance to reflect on the Redeem tile before proceeding to process the order
Example of Redeem, Remove, and Refund Shopify POS Tiles
In the example above, the grand total of the customer's cart is equal to $245.25. The Refund and Remove tiles equal +$245.25, and -$245.25, respectively, indicating the customer's balance can be increased or decreased by the value of the items in the current cart session. If more items are added or removed from the cart, the value of these tiles will change to match, and will always remain in-sync with the current cart value.
Before these tiles will be available to take action, you first need to add a customer to the cart. New or existing customer's must have an email address. If they currently do not have an email address on file, you can add one by asking your customer to provide this information and entering the email address on their customer profile within the Shopify Admin or using the Customers tab within Shopify POS.
The Redeem tile is equal to $1274.00, this is the customer's existing credit balance, and is independent of the current Shopify POS cart value. After processing a refund or removal of credit, remove the customer from the cart and then add them back to get the latest available balance to reflect on the Redeem tile before proceeding to process the order.
You may wish to access all the features of the app within the Shopify POS environment. In this case, you simply add the Give Store Credit tile to your Smart Grid. This will provide a quick link to the app dashboard
Combine in-store exchanges for credit and apply to new purchases
In the Shopify POS app, if you cannot find your customer by email, they do not currently have an account in your Shopify Customers list. To add them, go to the Shopify POS cart page and press the Add customer tile and include their email address, then click Save
You can issue store credit to customers for online and in-store returns, exchanges, refunds, and promotions. To learn how to give customers credit, see Store credit, before proceeding to the next steps
- 1.
- 2.Add the Shopwaive — Store Credit (Loyalty app) tile to your cart page as shown below
- 3.Scan items or search and add items to the cart
- 4.Search for your customer by email and add them to the cart. If your customer does not yet exist, click the Add customer tile and include their email address, then click Save
- 5.If the customer has an available credit balance, then it will appear as "Redeem $435.55" for example, in the Shopwaive (Loyalty app) tile on the cart page
- 6.In the example below, if you click "Redeem $435.55", the available balance will be applied to the order. Only the amount required will be deducted from the customers available balance
- 7.You can press the Clear cart or Remove discount tile at anytime to remove the applied credit from the purchase. The credit is only deducted from the customers balance after the order financial status changes to Paid
In-store returns, refunds, exchanges, and new purchases with Shopify POS
Last modified 1mo ago