Loop Point-of-Sale (Beta)

OVERVIEW

Leverage Loop to streamline your in-store returns with our new Point of Sale (POS) app. This application is currently in beta and only compatible with iOS devices. If you're interested in learning more, please contact your Merchant Success Manager.

In this article—

  • Walkthrough
  • How it works
  • Setup 
  • Using the Loop POS app

Walkthrough

How it works 

Loop Point of Sale (POS) app is a standalone app which merchants can use alongside Shopify POS to process returns in store. Shoppers can bring their product(s) in store to be returned, and a store associate will process the return by navigating through the returns flow on the app, which is very similar to the user experience of the customer portal. The app currently supports iOS and will typically be used on an iPad in store.

Currently, Loop POS supports the following:

  • Order number and zip code lookup
  • Returns processing with return reasons
  • Refund to original payment method 
  • Refund to store credit
  • POS return confirmation email
  • View POS returns in Loop admin reports
  • Restocking to store location

If there are any pieces of functionality you have questions about, please email support@loopreturns.com

Setup 

  1. Reach out to support@loopreturns.com to enable Loop POS for your store
  2. Once enabled, you will be able to see the Point of Sale tile in your Loop Admin settings
  3. Within the Point of Sale tile, click the Import Locations button to import the shop’s locations from Shopify into the POS app. The locations should appear like the below after the button is clicked. The locations will correspond with the store locations that you can select in the POS app.

4. If your desired store location isn’t on this list, you can add it in your Shopify account via settings, and then import locations again here

5.On that same page, you can add a store associate by clicking the Add Associate button. These are the employees who will be processing returns at your in store location.

6. It will navigate to the page below. Enter your associate’s first name and last initial. A random PIN will be pre-filled, which the associate will use each time they want to log in to the POS app. You can generate another random PIN or type in a PIN of your choice, as long as that PIN is not already assigned to another associate. Make sure to note down the PIN that will be used, as it cannot be viewed after leaving this screen. Click Save.


7. You can view, edit, or remove associates, as well as change their PIN from the main POS settings page at any time.

Using the Loop POS app

  1. Open the Loop POS app from your iPad’s home screen
  2. Enter your Loop username and password. These are the same details which you use to login to Loop Admin. Once you are logged in, you will remain logged in on this device for 2 weeks, unless you choose to log out. 

3. Select the default restock location for this device. Typically this will be the store location in which the device is situated.

4. Now it’s time to hand over to your store associate. The store associate enters the 4 digit PIN which was set up for their profile in Loop Admin (step 6 above).

5. Search for the customer’s order by entering the order number that can be found on their receipt or order confirmation email, along with the order zip code. 

6. Select the item which the customer wants to return, and provide a return reason. Hit Save, and select additional items to return if necessary.

  1. Once all items to be returned have been selected, hit Continue return

7. Review the return summary. You can keep the ‘Restock in store’ checkbox selected if the item will be restocked to this location, or deselect it if you don’t want to restock the item.

8. You can choose to either refund to the original payment method, or refund with store credit if your store offers this option.

9. If everything looks good, click ‘Refund’ and the return will be processed

10. The customer will receive a return confirmation email, and they will also receive either a refund confirmation email once it has been processed, or a gift card email if they chose store credit.

11. Click ‘Start a new return’ to go back to the order lookup page. 

12. You can click ‘Change associate’ to end the associate’s session. 

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