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Set up the Omneo CX app for Shopify POS by confirming the sync foundation, choosing how in-store sales and sign-ups are attributed, placing the Omneo tiles on the POS smart grid, and configuring each tile in the embedded admin.

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Before you start

The POS surfaces rely on the same app installation and sync configuration as the online store. Complete these first if you have not already: You also need admin access to the embedded Omneo CX app in the Shopify admin (Apps > Omneo CX) and access to at least one POS device to place tiles and test.
The identity handle links every Shopify customer to a Profile, and POS search relies on it to decide whether a Profile can be attached to a sale. Changing it after Profiles have synced breaks those links. Treat it as a go-live decision.

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Set up POS

1

Confirm the webhooks that carry POS activity are active

In the embedded admin go to Settings > General and check the Shopify webhook switches. POS sales and in-store sign-ups reach Omneo only when these events are Active:New installations start with every webhook inactive. If any of these are off, switch them on and press Save. See Enable data sync for the two sync directions.
2

Set the default and order locations

Two settings decide which store a Profile or Transaction is attributed to when Shopify does not supply a location.POS orders always carry the register’s Shopify location, and customers created at the till carry the POS location, so these settings act as fallbacks for online activity. Choose your head office or online store location for both unless your reporting needs differ. See In-store sign-up attribution for how the POS location reaches the Profile.
3

Add the Omneo tiles to the POS smart grid

Tiles are placed on each POS device. On the device, open the Shopify POS home screen, choose Add tile, select App, choose Omneo CX, and add the tiles you want staff to use:
  • Search Customer
  • Redemptions
  • Benefits
  • Manage Comms
  • Forms
The Aggregations block does not need placing. It renders on the customer details screen under Customer Insights once the app is installed.Repeat on each device, or configure the smart grid layout once and apply it to your locations using Shopify’s POS layout tools. If Omneo CX does not appear in the app list, confirm the app is installed and active on this store.
4

Configure what each tile shows

In the embedded admin go to Settings > Point of Sale. Each tile has its own page. Most let you change the wording staff see, and two do more:Every wording change lives under a Language section that supports more than one language. Change the words to suit your brand; the tile’s behaviour does not change. Press Save on each page. See POS tiles and blocks for what each tile does and the rules it enforces.
5

Link the Benefit Definitions staff can redeem

The Benefits tile shows only Benefit Definitions that have been linked to a Shopify automatic discount. Linking is done once and applies to online checkout and POS together. Follow Benefits to link each Definition and set its cart rules and whether it combines with rewards.
6

Review redemption limits

The Redemptions tile applies the redemption limit set on the reward redemption discount. Open Settings > Discounts, edit the Reward redemption discount, and review the Cart Rules. The two modes behave differently at POS; see Redemptions tile. Configuration is shared with online checkout and documented in Checkout rewards.
7

Generate the Clienteling access token

If staff will use Omneo Clienteling from the Shopify admin, go to Settings > Point of Sale > Clienteling, select Generate under Access Token, and press Save. Without a token the Clienteling page in the app shows an error instead of the experience.Keep the token private. Regenerate it if you believe it has been shared. See Clienteling for what the experience provides.

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Verify the setup

Work through these on a POS device signed in to a synced location:
  • Search: open Search Customer, scan a loyalty barcode or type an identifier, and confirm the Profile appears with an Attach badge. Tap it and confirm the customer is attached to the cart.
  • Redemption: with a customer attached and items in the cart, open Redemptions. The tile should read the available balance and, if a limit applies, the maximum for this cart. Apply an amount and confirm a CX Redemption discount appears on the cart.
  • Benefits: open Benefits and confirm linked Benefits the customer holds are listed with Apply enabled when the cart rules are met.
  • Comms: open Manage Comms, toggle the channel, and confirm the change on the Profile in Omneo CX Manager.
  • Insights: open the attached customer’s details screen and confirm Customer Insights shows the aggregations you selected.
  • Transaction: complete the sale, then find the Transaction on the Profile in CX Manager. Confirm the location matches the register and the redemption is linked.
  • Sign-up attribution: create a new customer at the till, attach them, complete a sale, and confirm the new Profile’s joined location is the store.

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Troubleshooting