Shopify POS

Listify runs inside the Shopify POS app, so a gift bought in your shop counts on the registry exactly like one bought online. The registrant gets the same email, the item ticks off the same list, and nobody has to remember to reconcile anything afterwards.

There are three things your staff can do at the counter.

Before you start

• Shopify POS, on iOS or Android, signed in at the location you are selling from.
• A Pro plan. In-store registry operations are a Pro feature.
• Staff signed in as a full staff member. Somebody using a POS PIN only cannot open Listify at the till: POS will not issue an app the credentials it needs. This is a Shopify rule, not ours, and it applies to every app on the smart grid.
• The Listify app installed on the store, as normal.

There is nothing to pair, authorise or connect. Once the app is installed, the tile is available to add.

Add the tile to your POS home screen

The Listify tile does not appear on its own. Somebody has to put it on the smart grid, which is the tile layout on the POS home screen. You only need to do this once.

From your Shopify admin (the quickest way, and it applies to every device at once):

If you have Listify open, Settings → In-store registry has an Open the POS smart grid editor button that drops you straight at step 3. Otherwise, navigate there yourself:

1. Go to Sales channels → Point of Sale.
2. Under Customize the in-store experience, click Edit for POS app.
3. In the Smart grid section, choose the smart grid template you want the tile on.
4. On the page you want it on, click ⊕ Add tile.
5. Click Embedded Apps, then choose Listify gift registry.
6. Click Save.

Or on the device itself, open Shopify POS, scroll to the bottom of the smart grid, tap Add tile, and pick the app from the list.

The tile reads Gift registry / Find a registry. Put it somewhere your staff will actually see it: the smart grid scrolls, and a tile below the fold gets forgotten.

Want to see the screens before you set anything up? What it looks like walks through all of them.

Selling a gift at the till

This is the main flow, and it takes about fifteen seconds.

1. Ring the items up as normal. Scan or add everything the customer is buying, gifts and non-gifts together.
2. Tap the Gift registry tile.
3. Find the registry. Type at least three letters of the registrant's name or the event name and results appear as you type. If the guest has the registry open on their phone, tap Scan and scan the QR code instead, which is faster and avoids spelling.
4. Tap the registry to open it. You will see the couple's name, the event date, and what they still need.
5. Tap the add button, which names the count: Add 1 matching line, Add 3 matching lines. Listify tags only the items in the basket that are actually on that registry. A coffee the customer is buying for themselves is left alone.
6. Take payment as normal.

That last point is worth repeating: there is no separate step to record the gift. Tagging the lines is the whole job. The moment the sale completes, the purchase lands on the registry.

When only one item is a gift

If the basket is mixed and the automatic match is not what you want, tag the line by hand.

1. Tap the line in the cart.
2. Tap Add to a gift registry. On a line that is already tagged it reads Change gift registry.
3. Find the registry and tap it.

Staff can attach any line this way, including one that is not on the registry at all, which covers the guest who buys something off-list as a gift anyway. A line already attached to a different registry is never overwritten automatically. You will see Another registry on it, and you can change it by hand if that is wrong.

After the sale

On the receipt screen, Listify shows a Gift registry panel listing what was recorded against the registry, such as 2 items were added to Sam's Wedding.

If no panel appears, that is normal and not an error. Shopify tells us about the sale a moment after it completes, so the receipt screen sometimes gets there first and shows nothing. The registry updates on its own within a few seconds.

Starting from the product instead of the name

A guest puts something on the counter and nobody knows whose list it belongs to. You can answer that from the product itself, without knowing a name at all.

1. Open the product in POS, either by scanning it or by searching.
2. Tap Buy for a gift registry.
3. Listify lists every registry in your shop that has that item on its list. If there are several, narrow them by the registrant's name or the event.
4. Tap the registry. The item goes into the sale already tagged to it, and Listify closes back to the till.

If nothing in your shop wants the item, Listify says so plainly and offers Search by name instead. That path does the same thing: the item goes into the sale tagged to whichever registry you pick. Buying something off the list as a gift is an ordinary case, and it lands on the registrant's orders like any other gift.

Listify at the till is for buying from a registry, never for building one. If you want shoppers to start a registry in your shop, that works differently and does not use POS at all: the shopper scans a printed QR code with their own phone and adds items as they walk the aisles. A shop has a handful of devices and hundreds of shoppers, which is why the two are separate.

Gift cards

A gift card bought for a registry at the till can go to the registrant instead of staying with the shopper who paid for it. Staff decide what happens to each card when they link it to a registry.

Setting up

You do this once for the whole store.

1. Approve Listify's new permissions when Shopify asks you to. Listify needs them to send and hold gift cards and to check refunds. Until you approve them, a gift card linked at the till is still recorded on the registry, but the card goes to the shopper and staff are not offered any choice.
2. Activate Listify gift registry actions. In your Shopify admin, go to Point of Sale → Settings → POS app → Edit → Apps and activate Listify gift registry actions. It provides Add to a gift registry on cart lines and Buy for a gift registry on product screens. Without it, both stay hidden, and so does the way to link a physical gift card.

Selling a physical gift card

Pre-printed cards are linked from the cart line.

1. Tap Shopify's Gift card tile and choose Physical gift card.
2. Pick the value.
3. Scan the card, or tap Enter code and type in the code printed on it.
4. In the cart, tap the gift card line, then tap Add to a gift registry.
5. Find the registry and tap it.
6. Choose Keep the physical card or Hold in store for the registrant.
7. Take payment as normal.

The card keeps its own printed code. POS only asks for a card's code in this Gift card tile flow. If you add the gift card product from search instead, POS never asks for a code, so always start a pre-printed card from the tile.

After you link it, the cart line shows no registry label. That is expected: for a gift card, the registry link travels on the order rather than on the line, and the registry counts the card once the sale completes. If you open the line again, the menu still reads Add to a gift registry, and inside, Listify shows Already on a registry.

What each choice does

Once the permissions are approved, tapping a gift card in a registry's item list on the registry screen adds a digital card straight away, with no question asked. Listify only asks for a choice when the gift card is already in the cart.

On the receipt screen, the Gift registry panel lists each gift card on its own line, for example R25 gift card for Sam's Wedding, emailed to the registrant.

Custom amounts

A gift card rung up at an amount the shopper chooses is linked the same way, from the cart line, and all three choices work. Listify records it against the registry's gift card with no set quantity, which the till shows as unlimited quantity. If the registry has no such gift card on its list, the till refuses the card with Add a gift card with unlimited quantity to this registry to accept custom amounts. Add one to the registry, then link the card again.

Two custom gift cards of the same amount cannot be kept or held for two different registries in one sale, because Listify has no way to tell them apart. The till refuses the second one. Ring it up in a separate sale. Sending digitally has no such limit.

Things to avoid

• Don't add the shopper as the customer on a sale with a held card, before or after payment. Shopify would give them the card and email them its code. The Hold choice repeats this warning. Listify still moves the card to the registrant afterwards, but by then the shopper has the code.
• Don't discount a gift card that is being sent digitally. Listify never sends a card worth more than was paid, so if a digital gift card line is discounted, none of the digital gift cards on that sale are sent. If it happens, reach out via support with the order number.

Refunds

Refund a registry gift card from the order in your Shopify admin, as normal. Shopify deactivates a refunded gift card itself, and the refund comes off the registry.

Listify never deactivates a card. If a refunded card is still active afterwards, Listify adds a line to the order's note naming the card by its last four characters, with its balance, so you can decide whether to deactivate it under Gift cards in your Shopify admin. That is always the case for a custom-amount card sent digitally: Listify issues it separately from the sale, so Shopify does not deactivate it when the order is refunded.

What gets recorded

Every till sale attributed to a registry is recorded with:

• The registry it belongs to. The order line carries a visible 🎁 Gift Registry property showing the registry name, so it appears on the order in your admin. This is the identical label used for gifts bought online, so you can filter on one thing rather than two. A kept or held gift card is the exception: its link travels on the order, so its line carries no label (see Gift cards).
• The shop and location it was sold at, so in-store and online sales can be told apart in your reporting.
• Who served the customer, when a staff member is pinned in on the device.

The registrant is emailed the same purchase notification they would get from an online order, following the same notification settings. That email is sent from Listify a moment after the sale, so the panel at the till does not wait for it or report on it.

A note on staff attribution

Listify records the pinned staff member, meaning whoever is signed in to serve the customer, not whoever last signed the device in. On a shared shop-floor iPad those are frequently different people.

Listify deliberately does not touch Shopify's own line-item staff attribution, which is what your commission and sales reporting run on. Tagging a gift registry will never change who a sale is credited to.

Troubleshooting

The tile is not on the home screen. It has to be added per location, and the smart grid is per device layout. Follow the steps above on that device. If Listify gift registry does not appear in the app list, check that the app is installed on the store.

The tile disappeared while the shop was offline. Listify needs a connection to look registries up, so POS does not run it while the device is offline: no tile, no menu entries. Ring the sale up as normal, then attribute the order from the registry in your Listify admin.

Staff tap the tile and nothing loads. Almost always a PIN-only sign-in. Ask them to sign in as a full staff member and try again.

The tile says "Needs the Pro plan". The store is not on the Pro plan. The tile still opens and says what the plan needs, and the cart and product menus show Gift registry (Pro plan), greyed out. After upgrading in the Listify admin, open the tile once and POS picks up the new plan without a restart.

Searching returns nothing. Search needs at least three letters, and it matches the registrant's name, a partner's name, or the event name. If two registrants have the same name, the results show a masked email to tell them apart. Try a surname on its own first.

The registry did not update after a sale. Check the order in your Shopify admin and look for the 🎁 Gift Registry property on the line. If it is there, the tag was written and the registry will catch up. If it is not, the line was never tagged, which usually means the sale was completed before the add button was tapped. You can attribute the order by hand from the registry in your Listify admin. A kept or held gift card never shows the property, so check it on the registry in your Listify admin instead.

A gift was recorded against the wrong registry. Open the registry in your Listify admin and remove the attribution there. Re-tagging at the till only affects future sales, not one already completed.