> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify POS

> The Omneo CX app brings Profile lookup, reward and benefit redemption, communication preferences, forms, and customer insights into Shopify POS, and records in-store sales as Omneo Transactions.

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](/extensions/shopify/overview). 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.

<Info>
  If the app is not yet installed or syncing, start with [Setting up the Shopify extension](/extensions/shopify/setup). The POS surfaces depend on that foundation.
</Info>

## 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](/concepts/platform-surfaces/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](/extensions/shopify/pos/tiles) for the behaviour of each one and [Setting up Shopify POS](/extensions/shopify/pos/setup) 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](/extensions/shopify/setup). 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](/concepts/commerce/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](/extensions/shopify/credits-and-gift-cards#pos-behaviour) on the Credits and gift cards page.

## In-store sign-up attribution

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](/extensions/shopify/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](/extensions/shopify/setup)                            |
| Identity handle that links Shopify customers to Profiles | [Setting up the Shopify extension](/extensions/shopify/setup#profile-sync-settings)      |
| Transaction order status and product sync                | [Setting up the Shopify extension](/extensions/shopify/setup#order-and-transaction-sync) |
| Linking Benefit Definitions to Shopify discounts         | [Benefits](/extensions/shopify/benefits)                                                 |
| Redemption limits on the reward redemption discount      | [Checkout rewards](/extensions/shopify/checkout-rewards)                                 |
| Credits and gift cards                                   | [Credits and gift cards](/extensions/shopify/credits-and-gift-cards)                     |

<Note>
  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.
</Note>

## Related

* [Setting up Shopify POS](/extensions/shopify/pos/setup)
* [POS tiles and blocks](/extensions/shopify/pos/tiles)
* [Shopify Ecommerce integration](/extensions/shopify/overview)
* [ERP and POS extensions](/concepts/extensions/erp-pos)
* [POS integration overview](/dev-guides/pos/overview) for POS systems other than Shopify
* [Clienteling](/concepts/platform-surfaces/clienteling)
