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Run retail workflows

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What does this do for me?

The Retail Workflows tile opens a single POS workspace that runs the location-scoped workflows your plan grants. The tile shows how many workflows are available and disables any that your plan does not include.

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1. Open the workspace

  1. On the POS Smart Grid, select the Retail Workflows tile.
  2. Under Choose a workflow, pick the workflow you want. A workflow your plan does not include shows as “plan required” and cannot be selected.

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2. Run a workflow

  1. Fill in the fields for the selected workflow. The labels change per workflow, for example Shopify order ID or name for local pickup, Opening cash float for cash balancing, or Task title and Checklist items, comma separated for tasks.
  2. For cashbook entries, choose an Entry type: Deposit, Withdrawal, Fee, or Adjustment.
  3. Select Run workflow.
A success banner reads Workflow complete with the result or record ID. Some workflows, such as the second screen, return a display link.

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3. What each workflow does

The available workflows depend on your plan. Starter covers training, carts, cash balancing, pickup, roles, and the audit trail. Professional adds returns, cross-location inventory, partial payments, tasks, and the inventory/sell-by-weight tools. Enterprise adds stock-take transfers, the second screen, cashbook reconciliation, rollups, identity verification, and API webhooks. Next: Understand plans and billing. Pcnaid Documentation › Shopify Ecosystem › POS True Retail Operations Suite › Merchant