DonateMate and Shopify POS

DonateMate integrates directly with Shopify POS, allowing you to accept donations at your physical retail locations. The POS extension uses Shopify's native Polaris design, so it looks and feels like a natural part of your POS experience.

Prerequisites

• An active DonateMate installation on your Shopify store
• Shopify POS set up with at least one location
• A donation product assigned to the POS sales channel

Step 1: Ensure Your Donation Product Is Available on POS

By default, all new donation products are active but are not published in a Sales Channel. To ensure your product is available for use on the Online Store, follow these steps:

1. Head to Shopify Admin > Products.
2. Filter products by "DonateMate" to find your DonateMate products
3. Select your product and look for the panel on the right side for Sales Channels
4. Ensure the Point Of Sale Sales Channel is selected, click Done, and then Save the product.
5. If you are also using the product on the Online Store, ensure that is checked.

Step 2: Assign a Donation Product to Your POS Location

1. In your Shopify admin, go to Apps > DonateMate > Manage Products.
2. Scroll down to the Point of Sale Donations section at the bottom of the page.
3. You'll see a list of your POS locations, each with a Selected Product dropdown.
4. For each location where you want to accept donations, select the appropriate donation product from the dropdown.
5. Click save at the top of the page.

Note: If you don't select a product, it will default to the first donation product available in your store.

Step 3: Add the DonateMate Tile to Your POS Smart Grid

1. Open the Shopify POS app on your device.
2. Tap the grid icon or go to your smart grid settings.
3. Add a new tile and select DonateMate from the app list.
4. Position the tile where you'd like it on your grid.

Step 4: Accept Donations at the Register

When serving a customer, tap the DonateMate tile on your POS smart grid. You'll see three donation options:

• Round Up — Rounds the order total up to the nearest dollar.
• Preset Amounts — Displays configured preset values for the customer to choose from.
• Custom Amount — Lets the customer enter any donation amount.

Once the customer selects a donation, it's added as a line item. Complete the transaction as normal.

Troubleshooting

• Tile not appearing: Make sure DonateMate is installed and the tile is added to your smart grid layout.
• No product available: Check that you've assigned a product in Apps > DonateMate > Manage Products > Point of Sale Donations.
• Product not available on POS: Verify the product has the Point of Sale sales channel enabled.