Shopify POS health check
Shopify POS audit and problem solving, $2,500 fixed
Already live on Shopify POS and something is not right. Inventory does not match the floor, the app stack has grown without a plan, staff have workarounds, and nobody trusts the reporting. Two weeks, a fixed fee, and a written answer.
The symptoms we get called about
- Shopify POS inventory not syncing between stores and the online store
- Stock on hand at the till that does not match what is on the shelf
- Eight or ten apps installed, several doing overlapping jobs, nobody sure which is authoritative
- Staff at the counter using a workaround because the smart grid does not match how the store actually sells
- Returns and exchanges handled inconsistently across locations
- Cash variances that nobody can explain at end of day
- Reporting that does not agree with the accounting system, so month end takes a week
- An integration that was built once by a developer who has since moved on
None of these mean Shopify POS was the wrong choice. They almost always mean the implementation was done as a software install rather than as a retail operations project.
Scope
What the Shopify POS health check covers
Configuration
Locations, staff roles, permissions, manager approvals, tax setup, receipt design and smart grid layout against how your stores actually sell.
Inventory accuracy
Where the inventory numbers come from, which system is authoritative, how transfers and adjustments are handled, and where the drift is entering.
App stack
Every installed app, what it writes to, what it costs, what overlaps, and what can be removed or replaced with native functionality.
Payments and cash
Tender types, split payments, cash management, end of day close, and where variances are coming from.
Reporting
Whether the reports your managers use reconcile to the accounting system, and what it would take to make them reliable.
Integrations
Any accounting, ERP, loyalty or marketing integration: what it does, whether it is still supported, and what risk it carries.
Process
Two weeks, start to finish
$2,500 USD, fixed. Credited in full against any migration or integration project booked within sixty days. No obligation to use us for the fixes.
Questions
Shopify POS health check FAQ
What is a Shopify POS health check?
A two week fixed-fee audit of an existing Shopify POS setup. We review configuration, inventory accuracy, the app stack, staff permissions, payment and cash handling, reporting and any integrations, then deliver a written findings document with a prioritised fix list and an estimate for each fix.
Why is our Shopify POS inventory not syncing correctly?
In our experience it is almost never Shopify. It is usually overlapping apps writing to the same inventory, locations configured without a clear fulfilment rule, transfers not being received, or a legacy integration still pushing stale quantities. The health check identifies which of those is happening in your account.
How much does the Shopify POS health check cost?
$2,500 USD, fixed. If you go on to book a migration or an integration project within sixty days, the full amount is credited against it.
Do we need to be a client already?
No. Most health checks are for retailers who went live on Shopify POS with someone else, or on their own, and now want an independent read on what is wrong.
What do we get at the end?
A written findings document, a prioritised fix list with an estimate against each item, a revised configuration recommendation, and a one hour walkthrough with your team. You own the document whether or not you hire us for the fixes.
Related pages
Shopify POS migration services
Fixed-price migration from any legacy POS to Shopify POS
Retail Management Hero to Shopify POS, by people who know RMH
Move off unsupported Dynamics RMS onto a web based POS
Shopify POS accounting integration
Post store sales into QuickBooks Online, Business Central or GP
Get an independent read on your Shopify POS setup
Two weeks, $2,500, a written answer you own. Credited against any project that follows.