Shopify Website Connect to Easy POS

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Video Guide

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You can now link your Shopify online store with the Easy POS System to manage online orders directly from your POS app. Follow these steps to complete the setup.

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Setup Overview

This process includes four main steps:

1. Shopify Registration – Set up your Shopify store.
2. Shopify Setup – Generate API keys for integration.
3. Easy POS Backoffice Setup – Connect Shopify with Easy POS.
4. POS App Order Management – View and process Shopify orders in the POS app.

Step 1: Register on Shopify

To start, you need a Shopify account. This step involves signing up for Shopify, setting up your online store, and adding products.

1. Visit Shopify and start a free trial.
2. Sign up and complete the registration.
3. Set up your online store and add products.

For detailed guidance on setting up a Shopify store, refer to Shopify’s Help Center.

Step 2: Shopify Setup

In this step, you will configure your Shopify store to generate API keys, which are required to connect Shopify with Easy POS.

1. Log in to your Shopify account at Shopify Admin.
2. Copy your online store URL from the "Online Store" section.
3. Navigate back to the homepage and go to Sales Channels > App and Sales Channel Settings.
4. Click Develop Apps and enable "Allow Custom App Development".
5. Click Create an App, give it a name, and proceed.
6. Go to API Credentials > Configure Admin API Scopes.
7. Enable all read and write permissions, then click Save.
8. Refresh the page to see the Install App option. Click it.
9. Once installed, click Reveal Token Once, copy the Admin API Access Token, and save it securely.

Step 3: Connect Shopify to Easy POS

Now, you will enter your Shopify credentials in the Easy POS Backoffice to establish a connection between your online store and the POS system.

1. Log in to Easy POS Backoffice.
2. Go to Settings > Features and enable WooCommerce/Shopify Integration.
3. Click Save.
4. In Settings, go to E-commerce Integration.
5. Click Add E-commerce and select Shopify.
6. Enter your Shopify Store URL and API Access Token.
7. Select your Shop and Terminal.
8. Click Save.

Step 4: Manage Shopify Orders in the POS App

Once integrated, you can view and manage Shopify orders directly from the Easy POS app.

1. Open the Easy POS App.
2. Tap Open Orders and go to New Digital Orders.
3. Select an order and choose Accept or Reject.
4. To process an accepted order, tap View, check the details, and complete the payment if necessary.
5. For prepaid orders, the system will finalize the order automatically.

How to View Shopify Orders in the Easy POS Backoffice

You can track and manage all online orders from the Easy POS Backoffice, where you can also download reports for record-keeping.

1. Log in to Easy POS Backoffice.
2. Go to Reports > Digital Orders.
3. View order status:
4. Download reports in PDF or CSV format as needed.

Now, your Shopify store is integrated with Easy POS, allowing you to manage orders efficiently from both the POS app and Backoffice.

Special Notes

• Always use Easy POS as the master system—do not create products directly in Shopify after integration.
• Ensure product codes, names, and IDs match between Easy POS and Shopify to prevent duplication and sync errors.
• Product images should ideally be uploaded via the WebStore Products section for better quality.
• Regularly backup Easy POS data before making major changes to avoid data loss.
• One-way sync is enforced: Easy POS → Shopify only. Shopify changes will not reflect back in Easy POS.

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