Shoplazza POS: An overview and setup guide

Welcome to the Shoplazza POS guide. Designed for retail environments like brick-and-mortar stores, markets, or pop-up shops, this app is a valuable tool for managing sales, inventory, and customer interactions. Here, you'll find detailed steps to install and set up the Shoplazza POS app, ensuring it works seamlessly with your operations. With compatibility across Windows and Android systems, the app integrates perfectly with your Shoplazza admin, offering a practical solution for synchronizing your online and offline business activities. This guide aims to help you effectively utilize the Shoplazza POS app, enhancing both operational efficiency and customer experiences in your retail venture.

Installing the POS app

1. From your Shoplazza Admin > Apps, click Visit App Store.

2. Search for POS   in the search box and click Add app to add it to your store.

3. Click Install App to complete the app installation.

Setting up the POS app in your Shoplazza admin

Viewing the User guide

1. After installation, you'll be directly navigated to the main page of the app. Click View user guide to get instructions on using Shoplazza POS.

2. Then, follow the three steps to start integrating your stores.

Adding a new offline store

1. Adding Your First Store: Begin by adding your first physical store to the system. On the Usage guide page, click the Add store button. This will take you to a form where you can enter details about your offline store, such as its name, address, and time zone. After filling in the necessary information, Activate the store to start your POS journey.

2. Managing store information: Once your store is added, you might need to update its details or add more stores in the future. For such updates, navigate to the main page of the POS app and select the Shop section from the side navigation bar. Here, clicking on New store allows you to enter new store details or update existing ones.


To add a new location, go to your Shoplazza Admin > Settings > Locations.

Managing product inventory

Keeping track of your products and inventory is an important aspect of retail management. The Shoplazza POS app in your admin simplifies this process, ensuring you have a real-time view of your stock across various stores.

1. Return to the User Guide: After you've added a store, revisit the Usage guide within the POS app to continue setup. The system will automatically bring you to the next step: Manage product inventory.

2. Manage Inventory: Click on Manage inventory. This action brings you to the inventory management area, where you can keep an eye on product levels across various stores.

3. Adjust Product Details: You will then be redirected to the All products page. It's here that you can handle the specifics of your inventory: add new products, edit current listings, and ensure your stock quantities are up to date.

Managing the staff of your store

Once you've set up your inventory, you can proceed to manage your staff with the following steps:

1. Return to the Usage Guide: After handling the product inventory, navigate back to the Usage guide within the Shoplazza POS app. This is your starting point for the next steps in setting up your POS system. Like above, the system will automatically take you to the next step: Log in to POS.

2. Initiate staff setup: Here, you'll find the option to Add an employee, which allows you to start the process of staff management (you'll need to have at least one employee in order to log into the POS system).

3. Adding New Employees: By selecting Add employee, you will be redirected to the Staff management page. Here, you can input new staff members' details by clicking the Add employee button.

4. Input Employee Information / Send invitation: Fill in all necessary information, including names, email addresses, and which location they are assigned to. Assign the appropriate roles and permissions within the POS system. After entering the information, click Save to send an invitation email to the new employee, prompting them to set up their account.

5. Employee Account Activation: The employee will receive an email through which they can activate their account and start using the POS system. Your employee needs to activate their account within 72 hours after receiving the email. If the activation isn't completed within this time frame, you, as the administrator, can resend the email by clicking the plane icon next to their name in the Staff management section.

6. Manage Staff Accounts: Back in the Staff management page, you can oversee all staff profiles, edit their details, resend invitation emails if needed, or deactivate their access when necessary.

Start operating with Shoplazza POS

Logging in to Shoplazza POS

Go to SHOPLAZZA POS  , enter your email and keyword and click Login.


Managing payment methods

With your staff ready and inventory managed, the final step is setting up the hardware and payment methods to start operating smoothly.

1. Adding Payment Methods: From the Settings menu in Shoplazza POS, find Payment method settings and click on Manage. Here, you can view and configure the payment methods that your store will accept.

2. Add Custom Payment Types: The default payment method is cash, but you can add more by clicking Add custom payment type. This flexibility allows you to cater to various customer preferences and ensures a smooth checkout process.

3. Custom Payment Method Details: When you add a custom payment type, you can name it and provide an optional description before activating it. This information will be visible to staff at the checkout and help them process payments correctly.

4. Manage Payment Methods: Activate or deactivate various payment methods. Here, you can also customize the details for each payment option to align with your store's preferences such as deleting, editing and reordering different payment methods.

Connecting hardware

Link your store's card reader to your online system for unified sales tracking and data synchronization.

1. Hardware Settings: After setting up your payment methods, go back to the Settings menu and under Hardware settings, click Manage to configure the necessary hardware like card readers.

2. Connect Card Reader: In the hardware settings, you'll be prompted to connect your card reader. Follow the steps to start the device, connect it to your network, and name the card reader for better device management.

3. Connect Payment Devices: Seamlessly integrate your physical store's card reader with your online system, ensuring your sales data is synchronized efficiently.

This step allows you to connect the payment device like a card reader in your physical store to your online store. This makes it easy to sync your sales data.

Checkout section

The checkout stage is a straightforward yet important phase of the customer's shopping experience. Your team will efficiently process transactions by adding products to the cart and capturing customer details, paving the way for a smooth payment procedure. This section will guide you through adding products and customer information, applying discounts, managing order workflows, and finalizing sales with ease.

Adding Products to the Cart

  • Begin the process: Start by clicking on the Checkout icon.

  • Select products: Upon selecting the desired products, sales associates can quickly add them to the shopping cart. This can be done manually by searching for the product by SKU/SN code or name, or automatically by scanning the product's barcode if the store's system is equipped with a scanner. As items are added, stock levels are conveniently updated in real-time.

Customer Information

Sales associates can input customer information at any point during the checkout process. By scanning a membership code or entering contact details, the system will retrieve the customer's profile. If there is no record, simply click on Create customer.

Marketing campaign discounts

When a product in the cart is part of a current marketing campaign, the system automatically detects and applies the campaign discount. This ensures customers enjoy the benefits of promotions without the need for manual input from the sales associate.

Order Management

The POS system caters to dynamic shopping scenarios. Should a customer need to modify their purchase, you can temporarily save their order. This allows for fluid handling of sales, ensuring no customer is kept waiting.

Manual Discounts

For additional savings, sales associates can apply discounts manually in several ways:

  • Discount Percentages: Apply a percentage-based discount directly to the total purchase price or an amount reduction.

  • Discount Codes: Use a specific code provided by the customer or available through a promotion.

  • Coupons: Scan a physical coupon using a barcode scanner or enter the coupon details manually to apply the discount.

Finalizing the Sale

With all items reviewed and discounts applied, the last step is the payment. Choose from preset payment methods for a quick and secure transaction, reinforcing a positive end to the shopping journey.

  • Click the Charge button to begin the payment process.

  • Select the method of payment that will be used.

  • When your customer wants to pay with different payment methods available, select Combined payment.

  • Select the Confirm payment button to finalize.

  • Choose to Print a receipt or select the Complete button to finalize the sale. The sale is now completed and will synchronize to your Shoplazza admin orders.

Orders section

This area provides a comprehensive view of all orders, from placement to completion.

All orders

This section contains the following 3 kinds of orders:

  • Waiting for shipping: The customer has paid, but the product has not been shipped to the customer yet.
  • Shipped: The customer has paid, and the product has been shipped.
  • Completed: The customer has paid and received the product.

Post sales

Click the Post sales section to view the order data generated from after-sales, including refunds and returns.

Exporting orders

Click Export to download an Excel file containing the data of orders on the page.

Customers section

Within the Customer management area, you are equipped with an extensive snapshot of your customers' data. This interface allows you to review and manage information such as:

  • Key contact information
  • Full names of customers
  • Customizable tags for categorization

Adding a new customer

To add a new customer, select the New customer button and enter their contact information. Choose either an email or phone number as the default contact method.

Exporting customer information

Click the Export button to download an Excel file containing all of your customers' profiles.

End of Day (EOD) section

To wrap up the day's business, select the date to view the sales totals in the End of Day section. Review the figures and finalize by clicking Close Register.

Inventory section

Navigate through this section to efficiently manage and monitor your inventory, ensuring accurate tracking from stock intake to outflow.

Inventory List

View product images, names, variants, variant IDs, SKU codes, current inventory quantities, and in-stock SN code quantities.

Stocktaking Sheet

1. Utilize this section to compare actual item counts against system records by viewing existing sheets or click Create to form new ones.

2. Use the dropdown menu to select products for stocktaking.

3. Choose to return, save, or review the sheet, which generates corresponding inbound or outbound orders based on inventory adjustments.

Inbound Order Process

1. Record new inventory with inbound sheets, marking them as Verified for active sheets or Draft for those pending activation.

2. Create a new sheet and input product details by SN code scanning or SKU.

3. Finalize by Saving and Verifying, updating inventory numbers accordingly.

Outbound Order Process

1. Use outbound sheets to document outgoing inventory, noting Verified for completed records or Draft for those in progress.

2. Create new sheets and detail product information via SN code scanning or SKU entry.

3. Conclude by Saving and Verifying, adjusting inventory numbers to reflect outgoing quantities.

The Shoplazza POS app and web-application enables seamless integration of your online and offline business activities. Manage your product inventory, analyze performance data, and offer top-notch customer service effectively with these tools. This approach ensures accuracy and efficiency in your inventory management processes.

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