Loop Point-of-Sale

OVERVIEW

Leverage Loop Point of Sale (POS) iOS app to streamline order management and facilitating a hassle-free return and exchange experience in-store. Loop POS helps drive foot traffic, streamline order management, save on logistics costs, and retain more revenue. Let online shoppers fall in love with your brand IRL with Loop POS.

In this article—

• Walkthrough
• Prerequisites
• How it works
• Setup 
• Using the Loop POS app
• Plan Information

Walkthrough

Prerequisites

In order to use Loop Point-of-Sale, the following must be in place:

• iOS devices in-store
• Shopify POS
• Stores must be located in US, CA, AU, and/or UK
• Stripe must be enabled

At this time, the app is only offered in English and cannot be translated. If you use ShipBop, ShipHero, or Bluecherry, we advise waiting to roll out Loop POS.

How it works 

Loop Point of Sale (POS) app is a standalone app which merchants can use alongside Shopify POS to process returns and exchanges in-store. Shoppers can bring their product(s) in store to be returned or exchanged, 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.

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. You can search for an order with the order number and zip code, email, or name of the person who made the purchase.

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. First, download the Loop POS iOS app. Download the app here.
2. Open the Loop POS app from your iPad’s home screen
3. 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. 

Exchange transaction walkthrough

Return Policy Override

Plan Information

This feature is available on Loop's Advanced plan. If you're interested in adding this feature, please contact your Merchant Success Manager to make an amendment to your account. Once that’s confirmed, we will enable Loop POS on the backend on your behalf.