PSD Underwear · Retail Events

Shopify POS
Operations Guide

How to set up, log in, and run transactions on the PSD event POS. Built for the floor — find your task, follow the steps, lock the iPad when you walk away.

Audience · Associates + Managers Hardware · 2× iPad + Chip Reader Platform · Shopify POS Pro
01

Hardware Setup

Each iPad is paired to its own chip reader. Keep the pairs together — iPad 1 with Terminal 1, iPad 2 with Terminal 2.

Set up the station

  1. Place one iPad stand on the table and seat the iPad in it.
  2. Run the cable from the POS hub to the iPad.
  3. Connect the chip reader cable into the POS hub.
  4. Connect the iPad to local Wi-Fi or a hotspot before you start.
Keep the pairs straight

iPad 1 works with Terminal 1, iPad 2 with Terminal 2. Readers connect over Bluetooth by default but may fall back to a wired connection through the hub — either is fine, as long as the numbers match.

No Wi-Fi = no sales

Offline checkout is disabled — there's no way to authorize a card without a connection. The iPad must be online to take payment.

IMAGEimages/01-01-station-setup.png
01 Assembled station: iPad in stand, hub and chip reader cabled.
If you see "Log in" or a sign-in code

The device is already linked to PSD's Shopify. If it ever logs out and shows a sign-in code (different from your access PIN), that code has to be authorized by Gian. This shouldn't happen again — if it does, reach out to him.

02

Device Access & Login

The iPad is already linked to PSD. Unlock the iPad, open the Shopify POS app, then enter your PIN to access the register.

  1. Unlock the iPad with code 3266.
  2. Open the Shopify POS app.
  3. At the PIN prompt, enter your register PIN. Associates use 3266.
Two separate steps

Unlocking the iPad and logging into the register are different prompts. Associates happen to use 3266 for both.

IMAGEimages/02-01-pin-lock-screen.png
02 POS PIN prompt — enter your register PIN here.
!
If this happens — contact Gian Singh

If the app doesn't show the PIN option and instead asks you to log into a Shopify account or activate the device, stop and contact Gian Singh for setup at 949.404.9999. This shouldn't happen during an event.

03

Permission Levels

Three levels. Associates run sales; managers approve overrides; admin is setup only.

Level 01
Associate
PIN · 3266
  • Basic POS functions
  • Custom sales need a manager override
  • Custom discounts need a manager override
  • Returns & exchanges with manager override
Level 02
Manager
PIN · provided to managers
  • All associate functions
  • Approves associate overrides
  • Performs limited functions on behalf of associates
Level 03
Admin
Setup only

Used for initial setup and POS IT. Not needed during events.

04

The Home Screen

Once you're logged in as an associate, this is your workspace. Here's what each area does — and what to leave alone.

IMAGEimages/04-01-home-screen-overview.png
03 The associate home screen — cart on the right, actions in the center, tabs on the left.

The cart (right side)

Items you add appear here. You can attach a customer to the sale or leave it blank.

Action items (center / left)

  • POS catalog — the only place you add items to an order.
  • Apply a discount — discount codes, or a manager-approved custom amount.
  • Add a customer — attach a customer to the sale.
  • Custom sale — requires a manager override.
  • PSD web — quick link to psd.com. You shouldn't need it.
  • Send cart — not tested; not available for events.

Left-hand tabs

  • Home — this screen.
  • Orders — orders placed on this POS (used for returns).
  • Products — leave alone. Shows everything on psd.com, not just POS items.
  • Customers — leave alone. Shows all PSD customers; not relevant here.
Add items from the catalog — not the products tab

The Products and Customers tabs pull the full psd.com catalog and customer base. Only the POS catalog shows what's eligible to sell at the event.

Lower tabs & the three dots

  • Register — for a cash tray. We don't use one, so ignore it.
  • Connectivity — shows connected hardware; check here if the chip reader acts up.
  • Lock — locks the POS.
  • Three dots — settings and support. You shouldn't need anything in here.
Required

If you walk away from the iPad, lock it. Every time.

05

Processing a Sale

Open the catalog, pick the item and size, send it to the cart, check out.

  1. Tap POS catalog and find the item the customer wants.
  2. Open the item to see available sizes and their inventory.
  3. Tap a size to add it to the cart.
  4. Repeat for any other items, then tap Checkout.
IMAGEimages/05-01-catalog.png
04 POS catalog — eligible items for the event.
IMAGEimages/05-02-product-sizes.png
05 Item detail — sizes and inventory. Tap a size to add it.
IMAGEimages/05-03-cart.png
06 Cart with the item added, ready to check out. To remove an item from the cart, swipe it to the left.

Discounts (optional)

At checkout you can apply a discount code, or a manager can enter a custom amount.

Manager approval

A custom discount requires a manager to enter their PIN to authorize it.

IMAGEimages/05-04-discount.png
07 Discount step at checkout.
06

Taking Payment

Use Card. The customer taps or inserts at the reader, then choose how to send the receipt.

  1. Tap Checkout and select Card as the payment method.
  2. The customer taps or inserts their card at the reader.
  3. Send the receipt — text is fastest.

Payment options

  • Card — what you use.
  • Manual card entry — do not use unless absolutely required. Always prioritize tap or insert for chip.
  • Split payment — do not use; it complicates this flow.
IMAGEimages/06-01-payment-method.png
08 Payment method screen — select Card.
IMAGEimages/06-02-card-tap.png
09 Customer taps or inserts their card at the reader.

Receipts

If the card is tied to a Shopify account, a receipt emails automatically. Otherwise, choose text or email under More options.

Recommended

Default to text — it's faster to fill out and keeps the line moving.

IMAGEimages/06-03-receipt-options.png
10 Receipt options — text or email.
07

Returns & Exchanges

Returns, exchanges, refunds, and cancellations all start in the Orders tab and need a manager to approve.

  1. Go to the Orders tab on the left.
  2. Find the order on the right and open it.
  3. Tap Return or Exchange.
  4. Select the item, choose a reason.
  5. A manager enters their PIN to approve.
  6. Select refund method, then text or email the receipt.
Manager approval required

Every return or exchange needs a manager PIN to override and approve.

Refund method

Always refund to the original payment method.

You can also re-send a receipt from the order screen if the customer didn't get theirs.

IMAGEimages/07-01-orders-tab.png
11 Orders tab — placed orders on the right.
IMAGEimages/07-02-order-detail.png
12 Order detail — resend receipt or start a return/exchange.
IMAGEimages/07-03-return-select-item.png
13 Select the item being returned and choose a reason.
IMAGEimages/07-04-refund-method.png
14 Refund method — use the original payment method.
08

FAQ & Troubleshooting

Quick answers to the things most likely to come up mid-shift. If something here points you to a manager or to Gian, don't improvise — escalate.

QThe card reader isn't responding. What do I check?
Open the Connectivity tab — it lists all connected hardware, and the reader should appear there. Confirm iPad 1 is with Terminal 1 (and iPad 2 with Terminal 2). The reader connects over Bluetooth by default but may be wired through the hub; either is fine. If it's not listed, check that the chip reader cable is seated in the POS hub.
QThe iPad won't let me take a payment.
Check the Wi-Fi or hotspot connection. Offline checkout is disabled — without a connection there's no way to authorize a card, so the iPad must be online to complete any sale.
QThe app is asking me to log into a Shopify account or activate the device — I don't see a PIN option.
Stop and contact Gian Singh 949.404.9999. This shouldn't happen during an event, and it means the device needs to be re-linked. Don't attempt to log in with a Shopify account.
QA customer wants a custom price or a custom discount.
Both require a manager. Custom sales and custom discount amounts need a manager to enter their PIN to authorize. Flag a manager rather than working around it.
QHow do I remove an item a customer changed their mind about?
In the cart, swipe the item to the left to remove it.
QThe customer didn't get their receipt.
Open the order from the Orders tab and re-send the receipt by text or email. Text is fastest. If the card is tied to a Shopify account, a receipt is also sent automatically to the email on file.
QA customer wants to return or exchange something.
Go to the Orders tab, open the order, and tap Return or Exchange. A manager has to enter their PIN to approve. Always refund to the original payment method.
QWhich payment method should I use?
Always prioritize tap or insert (chip). Don't use manual card entry unless absolutely required, and don't use split payment — it complicates this flow.
QCan I add products from the Products tab?
No. The Products and Customers tabs pull the full psd.com catalog and customer base, which isn't relevant at the event. Only add items from the POS catalog.
QI'm stepping away from the register.
Lock the POS first, every time. Use the lock button before you walk away.
QWhat's the "Send cart" option?
It's meant to send a customer a link to buy on psd.com, but it hasn't been tested and isn't available for events. Don't use it.