Prefer a video? Click here to watch Oli go through the POS integration.

Requirements #

Shopify POS Smart Grid setting #

Shopify POS Pro is required for the PreProduct integration to work i.e. any paid Shopify POS plan. Pro enables the ability to set orders to ship from a POS device. To enable shipping, you must have one of these options enabled:

• Ship all items tile (POS Smart Grid), or
• Ship later / Ship to customer setting (depending on your POS setup)

If neither is enabled, Shopify POS will mark the order as fulfilled immediately (which can break the pre-order workflow).

Read before enabling #

1. A customer must be attached (with email + address) #

Pre-orders are only added to cart when a customer is present with both:

• Email
• Shipping address

If that isn’t true, staff will see a prompt telling them to add/select the customer first.

2. Deferred-charge isn’t supported in Shopify POS (Shopify limitation) #

Shopify POS doesn’t currently support pre-order purchase options, which are what power deferred-charge on the online store.

Because of that:

• POS pre-orders don’t support deferred-charge
• If the order is left as Unpaid, PreProduct will use a draft order invoice later when you trigger charges
• Alternatively, it’s totally fine to have the customer pay it off in-store at checkout. Both PreProduct and Shopify will understand the pre-order is paid
• Either method will create a fulfilment hold on the order in Shopify

3. Staff must set the order to ‘ship’ (don’t leave it as pickup/local fulfilment) #

When a pre-order item is added to cart, PreProduct adds a staff note warning that the order contains a pre-order and needs to ship.

You should tell staff this means they should either:

• Click the Ship all items (tile) in the Smart Grid screen
• Or click on the line-item in the cart screen and click Ship from the menu

If they don’t, Shopify will create the order with a fulfilment status of ‘fulfilled’.

4. Capture-only pre-orders aren’t supported #

Capture-only pre-orders are not supported in POS. They will behave as if the POS integration wasn’t enabled.

Features #

• Communicates to staff that the item is on pre-order via the product detail screen
• Enforces that a customer with an email + address is attached to the POS session
• Supports charging upfront, or later via draft order invoice (when left unpaid)
• Adds shipping and “pre-order” line-item properties
• Adds a Pre-orders tile to the Shopify POS Smart Grid
• Supports 8 languages
• Adds a fulfilment hold and “pre-order” tag (matching online store pre-orders)
• Enforces your mixed-cart policy from your front-end redirect setting (whether to allow mixed carts of buy-now + pre-order items)

Activating the integration #

1. From PreProduct’s Integrations screen, scroll down to the Shopify POS card.
2. Click to active the integration in PreProduct, then click the Open POS Settings button to be redirected to the Shopify POS sales channel admin.
3. In POS apps, find Pre-order support for Shopify POS, then add both extensions.
4. Back in the POS settings page, under Customize, click Smart grid and ensure the Ship all items tile is activated.
5. Done, your Shopify POS can now take pre-orders.

Video walkthrough #