SortSwift Docs
Point of Sale
249 articles
Which Stripe Terminal card readers work with SortSwift POS and where do I buy one?
I created a staff account but the POS says user not found when they try to sign in. Why?
Why did my other register lose its till when I opened one on this computer?
Why did my register sell a card that had already sold on my website?
My POS says open carts are not being saved, or it crashed with several drafts open. What do I do?
Why does my receipt printer keep going offline on a Mac, with receipts piling up in the queue?
My Stripe card reader shows in the POS payment window but will not connect, and it says to make sure the reader is on the same network. What do I check?
Why is an item I sold at the POS still listed on Shopify, or showing back up after it sold?
Can one Stripe Terminal reader be used across multiple POS stations?
How do I use the buy button to add store credit to a customer account?
Can I email a receipt to the customer at checkout?
How does the POS Transaction Tracer work?
Why does the register show an old store credit balance after I added credit on another screen?
Buy Mode Documentation
Toggling Buy Mode
POS Buy Mode
POS Sales Screen Access
Till Requirement
POS Shortcuts
POS Staff Tracking & Accountability
End-of-Day Reports
Split Payments
POS Payment Tips
In POS Buy Mode, why does clicking Cash or Credit on a card not change the amount?
Why didn't my POS sale show up as an order in Shopify?
Why hasn't my in-store POS sale shown up in Shopify yet?
Why does my custom receipt design only print at checkout and not from the Orders page?
Why does the PIN pad not let me in when I lock the POS as the owner?
A customer shows $0 store credit but Shopify shows a balance. Why?
Why does POS Buy Mode say "Failed to load buylist prices" or show no cash and credit offers?
Why does Set Buy % of Market in POS Buy Mode show a different percentage than the Buy % I configured?
My POS showed an error during a card payment. Was my customer charged, and is it safe to run the sale again?
Why does my graded card ring up at the ungraded price in the POS?
Why does nothing print when I click the print icon on my End of Day report?
I scanned a sealed item at the register and nothing was added to the cart. Why?
POS Reporting
Why does my receipt printer print pages of random characters, when picklists print fine?
A customer was charged on the card reader but the order never appeared in my POS. Where do I find it?
Why do some of my POS sales show under Unknown in reporting, and why does my profit look too high?
Why did my store credit reward not apply to a sale at the register?
I have two registers and the card readers keep connecting to the wrong one. How do I fix it?
I turned on Only forward in-store items that exist in Shopify but my Shopify stock still does not go down after an in-store sale. Why?
Why is my bin name cut off on the POS cart, and where did the full name go?
One of my registers says it cannot reach its card reader and nothing I change on the network helps. What is wrong?
Why does the register show a different bin from the one I scanned the card into?
Why is there such a large variance on Card when I close my till?
Can I print coupons on POS receipts? How do I set them up?
Payment Method Overview
Setup Steps
Stripe POS Integration
POS Game Category Loading
Store Credit Without Shopify
How do I sell custom or bulk items in the POS and track them by game?
Buylist Rules Required for POS Buy Mode
How do I handle custom or non-catalog items in SortSwift?
Stripe POS Payment Setup
Kiosk Tax Configuration
Receipt Printer and Cash Drawer Setup
POS E-Transfer Payments
How do I add store credit from a POS buy/trade-in?
How do I export my customer list with store credit balances?
How do I connect or disconnect Stripe for my POS?
Does my tax ID print on receipts, and is it required?
Why is the price in my POS cart different from the market price shown in the pricing panel?
How can I tell whether the POS is in Buy mode or Sell mode?
Can I choose which games show on the POS register in Sell mode and in Buy mode?
How do I make the POS sales screen tidier or less cluttered?
Why is my Stripe Terminal location ID different in SortSwift than in my Stripe dashboard?
Why didn't a POS sale deduct from my stock?
POS Store Credit Key Features
POS Shopify Store Credit Sync
How do I process a return in SortSwift POS, and where is the Start Return button?
Full Returns
POS Card Refunds (Reverse Charge)
POS Store Credit Refund Process
Customer Creation
CSV Import/Export
Automatic Synchronization
How do I pay with store credit at the POS register?
Customer Sync
Push Balances to Shopify
In a combined trade-in + purchase, where does the leftover store credit go?
What does the SortSwift POS include, and does it require the Inventory module?
Do POS sales on zero-stock items create deduction logs?
How does the picklist work?
Does POS automatically create Shopify orders?
Does SortSwift POS accept Square / Square Terminal payments?
Your First Sale
How do I search for cards in the POS, and how do I find them faster?
POS Expected vs Actual Cash
Common Variance Causes
Reader Setup
How do I add a graded card, bulk lot or other non-catalog item to a POS buy?
Can I customize what prints on my thermal POS picklist?
Why doesn't the POS warn me when I scan an item that's out of stock?
How do I take a credit card payment in the POS when I run cards on my own machine instead of a Stripe reader?
Can I move an open cart from one register to another?
Does a POS return create a refund on the Shopify order?
What permission does a POS staff member need to add or remove store credit?
How do I make my staff pick a reason when they add store credit?
Can I stop a staff member paying the same customer twice in a row?
Do I have to press Enter to search for a card in the POS?
What does the buy tile show me while I am buying a card?
Where do I record a customer's ID or driver's licence number in the POS?
If I delete a POS staff member, can they still use a register that is already signed in?
How do I search by set in the POS?
If I refund an order back to store credit, does it update in both SortSwift and Shopify?
What happens if I delete a customer, and can I get them back?
Can I use my storefront discount codes at the register in POS?
Where do I see my Store Use totals?
How do I show only foils in the POS card search, and does the Printing filter stay set?
After I add a card in the POS, how do I get the cursor back into the search box without using the mouse?
How do I show loyalty points on my receipts?
Can I show customers their cart on a second screen?
How do I track cash moving between my safe and my till?
Where does the money I pay out for a trade-in show up in POS reporting?
In POS Buy Mode, how do I see both the cash and the credit offer for a card, and what does Default Payout do?
Can I print POS picklists on a regular printer instead of a thermal receipt printer?
How do I export or delete my POS customers?
Is there a staff-only internal buylist tool separate from the customer buylist?
Do my POS split payments (cash and card) show up separately in Shopify?
Does each customer have an ID number, and can I look a customer up by it at the register?
Does a POS trade-in receipt show what the card was worth at the time of the trade?
How do I close out a till at the end of the day?
Where do I find my past End of Day reports?
How can I add or remove cash from an open till during the day?
Can I split a single sale across two different credit cards?
What are Bin Priorities and how do I stop orders pulling from the wrong bin?
How do I control which sections my POS staff can see, and why is a section like the Dashboard or Settings missing for a staff login?
Why is my POS menu missing the sales screen?
How do I avoid charging sales tax when a customer's trade-in covers their purchase?
How do I stop my POS sales from being sent to Shopify as orders?
How do I get cards I buy or trade in at the POS into my inventory?
How do I wire my cash drawer, receipt printer, and QZ Tray together?
Does the POS buy or trade-in cart have a Send to Inventory option?
How do I change the condition or version of a card in a POS order or trade-in?
Can I put my store logo on my printed receipts?
Can the POS play a sound or chime when a new order comes in?
How do I raise or lower the whole buy cart offer at once in Buy Mode?
How do I create folders to organize my POS shortcuts?
How do I give a new walk-in customer store credit that shows up in Shopify?
If I run two registers, will my sales reports count my sales twice?
How do I add a POS payment method with no card fee, like a local bank transfer?
How do I bring my Shopify customers into SortSwift, and why are some of them missing?
How do I keep a tab open for a customer at the POS, and how many can I have at once?
Can the Store Credit CSV import create customers that do not exist in SortSwift yet?
When I sell a card in person on the POS, how fast does it come off eBay and Misprint?
Is store credit the same balance in store and on my online storefront, and do I have to make an account for a walk-in?
How do I see a card's market price at the POS when I am selling it?
How do I see everything I have in stock for one game at the POS without typing a card name?
How do I order a Stripe card reader (S700 or S710) for the POS?
How do I ring up a sale in SortSwift POS and take the payment on my Shopify POS terminal?
Why is the stock count on a POS Shortcut tile wrong or not updating?
Where do I add a tag to a customer, and what do customer tags do?
How do I take the card payment for a pay in store storefront order?
Do I have to type a product's full name to find it in the POS?
How do I clear all my POS search filters at once?
How do I stop my POS staff changing settings on the register?
Can customers sign or type their details on the Stripe card reader?
Where do I turn off sending trade-in cards to my inventory?
Can the POS pay a better buy rate automatically when someone trades in rather than just selling cards to me?
Two copies of the same card sit in one bin. How does my staff know which one the kiosk order wants?
Can I set a bulk price at the register, like buy 10 of an item and they are $2 each?
Can I pay out a trade-in by E-Transfer, Zelle or card, and will it come out of my till cash?
Why do I see two Sort Swift accounts in my Stripe dashboard?
Why isn't my receipt printer showing up in the POS printer dropdown?
Why don't some sealed products (like MTG packs) ring up on the POS scanner?
My Stripe card reader keeps showing as Not connected in the POS. How do I reconnect it?
Can I save a customer's tax exemption number so I don't have to type it at the till every time?
Can I use a Verizon or cellular hotspot for my Stripe Terminal card reader?
How do I reset a POS staff member's password?
Can the POS sort a cart, or a Kiosk order, alphabetically?
Why are my POS trade-in cards showing up in Buylist Orders instead of my inventory, and why are they not syncing?
Why did my POS stop printing receipts or picklists after I cleared my browser cache?
How do I add cards I scanned into a buylist to a customer's trade-in at the POS register?
Do I need to do anything for PCI compliance when taking card payments through SortSwift? I cannot find a compliance section in my Stripe account.
Can I print my End of Day report on a regular printer or save it as a PDF?
Why does searching a card number in the POS return no results, and how do I search by number?
A customer left their kiosk order without paying. How do I release the cards, and can unpaid kiosk orders be released automatically?
Why can't I collect payment on my Shopify POS terminal for an order sent from SortSwift POS?
Do POS search results include my custom shortcut items?
Why don't I see the Draft Order toggle in POS?
Do the POS Fill buttons include credit card surcharge?
POS Store Credit Overview
POS Store Credit Best Practices
Dual System Architecture
Batch Shopify Balance Fetch
Customer Association
Starting a POS Return
Store Credit History
POS System Documentation
Point of Sale Overview
Inventory and Integrations
Till Close Process
POS Card Payment Processing
POS Cash Payment Processing
POS Store Credit Requirements
Applying Store Credit
Accessing Orders
POS Checkout Process
POS Sell Mode Cart
Cart Management
POS Card & Other Payment Methods
POS Split Payment Overpayment
Cash Overpayment
Payment Processing Documentation
POS Tracking & Reporting
Typical Use Cases
Hardware Integration
Overpayment and Change
POS Troubleshooting
Card Refunds
Per-Transaction Records
Staff Tracking
POS Till Open & Close
POS Till Management Overview
Named Terminals
Applying Discounts
POS Transaction Processing
POS Till Open (Start of Day)
Multi
POS Shopify Order Integration
POS Order Creation & Inventory
POS Sales Documentation
Cash Refunds
Common Store Credit Scenarios
POS Store Credit Balance & Sync
POS Adding Items to Cart
BuylistOrder Creation
Refunds and Returns
Manual Credit Addition
Tax Refund Calculations
Return Reason Tracking
POS Return History & Records
POS Split Refund Process
Automatic Inventory Addition
Staff Permissions
Store Credit Documentation
Return History
POS Buy Mode Product Search
Partial Returns
POS Return Inventory Restoration
POS Returns & Exchanges Documentation
Overpayment in Splits
Order of Application
POS Split Payments Explained
POS Payment Audit Trail
Complete Workflow Example
Till Reconciliation