How do I Get Started with the POS app?

Getting Started

Let's go over how to get started with Shift4Shop's POS App. There will be two steps to this process. Using the POS App for the first time and connecting it to your Shift4Shop store.

Getting the App

1. First, let’s get the POS app installed on your iPad.
2. Open up the App store on your iPad and search for “Shift4Shop POS”
3. Install the app

After installing the App onto your iPad, you should see the following icon:

4. Tap on the icon and open it up

Upon your first use of the App, you will have two options at the top right of the screen:

• Sign In
  This will begin the process of connecting your store to the App
  (see next section)
• Demo Mode
  Use this option if you don’t yet have a store and would like to have an “Under-the-Hood” look at the App in action.

Signing in and connecting your store to the POS App

If you’re ready to connect your store to the App, follow these steps.

Set your store to “Listen” mode

We’ll first need to have your store ready to take the call from your iPad.  To do this, log into your Shift4Shop Online Store Manager.  Once there, use the left hand navigation menu and, using the left hand navigation menu:

1. Go to Modules
2. Use the top search bar and search for "POS" and click on the Settings Button to view the setttings window.

Before proceeding with the next step, select which status you would like to use for POS orders on your store once they are placed. When you synchronize your orders, they will be moved to the selected status and trigger the appropriate email.

If you select Shipped status, the store will send out its usual Shipped Order email. If you select POS, the store will instead send this status' email. You may edit the POS specific order email by going to Settings >Design >Emails and editing the POS email template.

3. Then, click on the link labeled “Manage Devices”
4. Keep this page open on your browser.

The Manage Devices page will likely be blank. This is normal. Your store is now in “Listen” mode and is waiting for the authorization request from the iPad app.

Let's follow the next steps on your iPad

While on your iPad, tap on the Shift4Shop POS app to open it, if you have not already done so.

5. Tap on the “Sign In” button
6. Enter your Shift4Shop Store’s SECURE URL
   (The https:// one.)
7. Tap “Next”

The App will send information to your store for the authorization request.

8. Go back to the "Manage Devices" page in your Shift4Shop Online Store Manager
   (from step 3 earlier)

You should now see your iPad request log on the page. To the right of the log entry, use the action wheel and select "Authorize"

9. After clicking the Authorize button, you'll receive a token

10. Go back to your iPad, enter the token you received from the store, and tap the "Next" button

Next, you will be prompted to create and re-enter a PIN for your iPad device. The pin can be anything you'd like as long as it is 4 digits long.

11. Enter your PIN to create it and tap the "Next" button
12. Confirm your PIN and tap the "Next" button

You're all set! Your iPad device is now connected to your Shift4Shop store. At this point, the POS App has imported your store's basic Store Name information.