Shopify POS

The Omneo CX Shopify app extends Shopify POS so store staff can find a Profile, redeem rewards and benefits, update communication preferences, and capture information at the till, while every POS sale reaches Omneo as a Transaction attributed to the store and staff member who served the customer. Shopify POS is one surface of the same app that powers the Shopify Ecommerce integration. Installation, Profile and order sync, the identity handle, benefits linking, and redemption limits are configured once and shared across online and in-store. This section covers only what is specific to POS.

If the app is not yet installed or syncing, start with Setting up the Shopify extension. The POS surfaces depend on that foundation.

What the POS integration does

Capability	Direction	Behaviour
Profile lookup	Omneo to POS	Staff scan a barcode or QR code, or type an identifier, and attach the matching Profile’s Shopify customer to the sale. Name, email, and mobile search uses Shopify POS’s native customer search, which reaches the same synced customer.
Reward redemption	Omneo to POS	Staff apply part or all of a Profile’s reward balance to the open cart, subject to the same redemption limits as online checkout.
Benefit redemption	Omneo to POS	Staff apply a claimable Benefit as a discount or free item, with the Benefit’s cart rules enforced against the POS cart.
Communication preferences	POS to Omneo	Staff view and change a Profile’s marketing opt-in. The change is written to the Profile.
Forms	POS to Omneo	Staff complete configurable forms to collect structured Profile information in store.
Customer insights	Omneo to POS	A block on the POS customer screen shows selected Omneo aggregations, such as spend and favourite store.
Transaction recording	POS to Omneo	Completed POS orders sync through the same order pipeline as online orders and become Transactions attributed to the POS location and staff member.
In-store sign-up attribution	POS to Omneo	A customer created at the till and attached to a sale is stamped with the POS location and staff member, which the Profile sync uses as the Profile’s joined location.
Clienteling	Shopify admin	Staff open the Omneo Clienteling experience embedded in the Shopify admin, authenticated with an access token generated in the app.

POS tiles and blocks

The app ships six Shopify POS UI extensions. Tiles sit on the POS smart grid and open a full-screen modal. Blocks render inside an existing POS screen.

Extension	Type	Where it appears	What staff do with it
Search Customer	Tile	POS home smart grid	Scan or type an identifier and attach the Profile to the sale
Redemptions	Tile	POS home smart grid	View the reward balance and apply an amount to the cart
Benefits	Tile	POS home smart grid	View claimable Benefits and apply or remove them
Manage Comms	Tile	POS home smart grid	View and switch the Profile’s marketing preference
Forms	Tile	POS home smart grid	Pick a form and record the customer’s answers
Aggregations	Block	POS customer details screen, under Customer Insights	Read the selected Omneo aggregations for the attached customer

What each tile says and does is configured in the embedded admin under Settings > Point of Sale, not on the POS device. The device only controls where a tile sits on the smart grid. See POS tiles and blocks for the behaviour of each one and Setting up Shopify POS for the steps.

How a POS sale reaches Omneo

POS orders are Shopify orders. They arrive through the same orders/create and orders/updated webhooks as online orders and follow the same order and transaction settings described in Setting up the Shopify extension. Three fields matter specifically for in-store sales:

Omneo field	Comes from	Notes
`location_id`	The order’s Shopify location	POS orders carry the location of the register. Orders with no linked location fall back to the Order Location setting.
`staff_id`	The Shopify staff member on the order	Omneo matches or creates a staff record so the Transaction is attributed to the person who served the customer.
`redemption_id`	The redemption applied at POS	A reward applied through the Redemptions tile is stored on the cart as a `CX Redemption` property. When the order syncs, Omneo deducts the amount Shopify actually discounted, never more than the amount staff entered.

Once the Transaction is written, Omneo processes it like any other: aggregations update, Points are issued, and Reactions fire. See Transactions. Credits and gift cards behave differently in store. POS can redeem an existing Omneo-backed gift card but cannot create one. See POS behaviour on the Credits and gift cards page. When staff create a new customer in Shopify POS and attach them to a sale, the app records the POS location and the staff member on that customer. This only happens when the customer was created within the previous ten minutes, so existing customers who are simply attached to a sale are never re-attributed. The Profile sync then uses the recorded POS location as the Profile’s joined_location_id if the Profile does not already have one. This is how a Profile that joined in store is attributed to the right store rather than the tenant-wide Default location. See Profile field mapping for the field detail.

What is shared with the Ecommerce integration

The following are configured once in the embedded admin and apply to both online checkout and POS. They are documented in the Shopify Ecommerce section and are not repeated here.

Setting	Where documented
Installing the app and confirming sync	Setting up the Shopify extension
Identity handle that links Shopify customers to Profiles	Setting up the Shopify extension
Transaction order status and product sync	Setting up the Shopify extension
Linking Benefit Definitions to Shopify discounts	Benefits
Redemption limits on the reward redemption discount	Checkout rewards
Credits and gift cards	Credits and gift cards

Regional (cross-currency) reward redemption applies to online checkout only. POS redemption always uses the standard reward redemption discount and is not affected by regional settings.

Setting up Shopify POS
POS tiles and blocks
Shopify Ecommerce integration
ERP and POS extensions
POS integration overview for POS systems other than Shopify
Clienteling

Overview

Ecommerce

Communications

ERP and POS

Customer service

Gift cards and stored value

What the POS integration does

POS tiles and blocks

How a POS sale reaches Omneo

What is shared with the Ecommerce integration

​What the POS integration does

​POS tiles and blocks

​How a POS sale reaches Omneo

​In-store sign-up attribution

​What is shared with the Ecommerce integration

​Related

What the POS integration does

POS tiles and blocks

How a POS sale reaches Omneo

In-store sign-up attribution

What is shared with the Ecommerce integration

Related