In Shopify POS, staff can add an existing customer profile to the cart or create a new customer profile directly in Shopify POS. For SpenVest, staff should identify the customer, add or attach the customer profile to the cart, and then continue the checkout normally. If the merchant's integration rollout stores a SpenVest member code or reference, staff should follow that store-specific workflow.
Shopify POS checkout identification
Start the sale in Shopify POS
Add products to the cart as normal in the Shopify POS app.
Add customer to the cart
Tap 'Add Customer' on the cart screen. Search for an existing customer profile or create a new one using the SpenVest member code or details.
Confirm customer is attached
Verify the customer profile appears on the cart before proceeding to checkout.
Complete payment normally
Process payment through Shopify POS as usual. Customer identification does not change the payment process.
Official Shopify POS help links
Shopify POS workflows may vary by device, app version, and Shopify plan. Refer to the official Shopify help links above for the most current instructions.