How do I Get Started with the POS app?
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
After installing the App onto your iPad, you should see the following icon:
Upon your first use of the App, you will have two options at the top right of the screen:
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:
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.
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.
The App will send information to your store for the authorization request.
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"
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.
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.