Set up and use options in POS

Publish an option set to POS, add the app to the POS home screen, and fill in options at the counter.

Before you start

• Point of Sale is included in your plan. See Compare plans.

• You have the Shopify POS app, signed in to your store.

• You have read POS limitations. Two option types and one add-on mode do not work in POS.

Set up

1

Publish the option set to Point of Sale

Open the option set in the builder and select Point of Sale under Sales channels, beside the option set's name. Save.

An option set published only to Online Store does not appear in POS.

2

Check the option set is Active

A Draft option set does not run on any channel.

3

Review the option types it uses

If the option set contains Dimension or Product links, those options do not work in POS. Either remove them, or create a separate option set for POS without them.

4

Review the add-on modes

Any value using Fixed amount is not charged in POS. Change those values to Existing product or New product. See Add-on pricing.

5

Add the app tile to the POS home screen

In the Shopify POS app, customize the home screen and add a tile for the app, so staff can open it in one tap.

On the POS smart grid, tap Add tile, then tap App.

Tap Add tile on the smart grid, then tap App.

Select Globo Product Options, Variant.

Select the app from the list of apps installed on your store.

Tap App website, then the Add button.

Open the App website tab and add it as a tile.

Tap Save to finish.

The tile is on the smart grid once you save.

Taking an order at the counter

1

Find the product

Use the search bar on the POS Home screen. Enter a product name, a variant, or a vendor, and the matching products are listed below it.

2

Add an in-stock variant to the cart

Select the variant the customer is buying. Add it the way your staff normally do.

3

Open the app from the POS home screen

Tap the app's tile. It lists the items currently in the cart, under Cart items.

4

Tap Edit Options on the item to personalize

You can select any item that has an option set available. You cannot select add-on items already in the cart, because they belong to the item above them.

If the product has no matching option set, the app says No option sets are being applied for this product. Check the option set's status, its Sales channels, and its product rule. See POS limitations.

5

Complete the options

The option form is displayed, using the same option set as your storefront. Fill in the required fields.

Add-on options are added to the cart as their own products, so the totals update as you go.

6

Update the cart

The app confirms with Cart updated. Close the app to return to the POS home screen.

7

Add a customer or a discount, if you need to

More actions in POS covers adding a customer, applying a discount, and the other order tasks. This is Shopify's own flow and is not affected by the app.

8

Review the cart and take payment

Check the option details listed under each item in the cart summary, then tap Checkout and select the payment method. The options are stored in the order in the same way as online.

Practical advice

Do	Why
Keep POS option sets short	A customer is standing there. A twenty-field form is not a counter experience
Use a separate option set for POS where the online one is long	Publish the long one to Online Store only, and a trimmed one to POS only
Prefer Button and Radio button over dropdowns	Fewer taps on a touch screen
Set sensible default values	Staff confirm rather than fill in
Give options obvious labels	Staff are reading them aloud to a customer
Train staff to open the app after adding the product	The app works from what is already in the cart, so an empty cart gives it nothing to edit

Using two option sets is worth the extra setup. Your online form can ask for everything, while your counter form asks only for what staff need while a customer waits. Separate them with Sales channels: publish one to Online Store and the other to Point of Sale.

What is stored in the order

The result is the same as online. The options are attached to the line item, and add-on products appear as their own lines, so your production team sees an in-person order in the same format as an online order.

See Show options on orders.

Notes

• The app must be opened from inside POS, because it reads the current POS cart.

• Add-on lines already in the cart cannot be personalized themselves, because they belong to the item they were added for.

• An option set published to both channels is shared, so a change affects both. Use separate option sets if you want them to differ.

• Country and customer rules apply to the storefront and are not useful for an in-person sale.