Playbook: retail shop

Variants by size and colour, labels, layaway and special orders, gift cards, loyalty, a web shop with shipping, and stock across stores.

8 min read Updated Oct 17, 2026

What you get

Choosing Retail gives you a scan-first register with variants, layaway and special orders, gift cards, loyalty and campaigns. Add the web shop to sell online with pickup or shipping.

Step-by-step setup

  1. Administration → Your business → Retail.
  2. Catalog → Departments and categories (Apparel → Tops, Bottoms; Footwear).
  3. Catalog → Items: for clothing and shoes, open Variants: Size (S, M, L, XL) and Colour. Each combination gets its own barcode, price and stock. The register asks "Choose size / colour".
  4. Items without a maker's barcode: Make an in-store barcode, then Print labels.
  5. Catalog → Loyalty & coupons: points per $1, how many points make $5 off, and coupons such as SAVE10.
  6. Gift cards are sold at the register (Gift card in the top bar).
  7. Point of sale → Web shop: tick Sold in the web shop on items (with shipping weight), choose pickup and/or shipping (e.g. $6.95 + $0.50/lb, free over $75).
  8. Serial-numbered goods (phones, electronics): the register asks for the serial at sale.

At the counter

TaskHow
LayawayCustomer on the sale → Layaway → New layaway from cart → deposit; Take a payment later; Pick up now when paid.
Special orderNew special order from cart → Mark ordered → customer told when it is ready.
ExchangeRefund with receipt for the returned item, then ring up the new one.
Check another storeStock beside a search result shows stock here and in other stores.

Marketing

Catalog → Campaigns: email or text offers to customers who agreed, e.g. "We miss you — 20% off this week" to customers not seen for 60 days.

Items and catalog · Customers, loyalty and gift cards · Online ordering and web shop · Inventory

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