Managing required checkout information for your Shopify POS

You can configure and manage the customer and staff information that you want to collect during checkout. Collecting customer information during checkout can help you with your marketing campaigns, customer attribution, clienteling, and warranty. Collecting staff information during checkout can also help you optimize your sales efforts.

Requirements for required checkout information on Shopify POS

Before configuring required checkout information on Shopify POS, make sure Shopify POS is updated to the latest version for checkout validation settings to work properly.

Considerations for required checkout information on Shopify POS

Before configuring required checkout information on Shopify POS, review the following considerations:

Required checkout information is enforced during checkout. Staff can add items to the cart without the required information, but they're prompted to provide missing information before completing the checkout.
If you set customer details collection to Required, then customers who don't consent to providing their information can't complete checkout. This might reduce your store's sales. Consider using Recommended to allow staff to skip collection when customers don't consent.

Required checkout information settings in Shopify POS

You can configure which customer details are collected at checkout in Shopify POS and whether staff are credited for each sale.

Customer details collection during checkout

You can choose whether you want to collect the following customer details during checkout:

First name
Last name
Contact information
- Phone number only
- Email only
- Email or phone number
- Both email and phone number

Review the following table to learn more about available customer details collection options:

Customer details collection options during checkout
Option	Description
Not required	Customer details collection isn't required and your staff isn't prompted to fill customer information during checkout.
Recommended	Customer details collection is recommended, but your staff can choose to skip collecting customer information. This option can be useful when your customer doesn't consent to providing their information.
Required	Customer details collection is required and your staff can't skip collecting customer information. This option can prevent customers from checking out and reduce your store's sales when a customer doesn't consent to providing their information.

Add staff to sale during checkout

You can choose whether to add staff to a sale during checkout, which credits the sale to that staff member. By default, new stores automatically credit sales to the staff member at the register. Learn more about adding staff to a sale. Review the following table for the available Add staff to sale options:

Add staff to sale options during checkout
Option	Description
Required	Turn on to require staff to be added to every sale. When turned on, your staff can't remove staff members from line items. When turned off, your staff isn't prompted to add staff to sales during checkout.
Manually add staff to sales	When adding staff is required, your staff is prompted to select sale items and add a specific staff member to the sale during checkout.
Automatically credit sales to the staff at register	When adding staff is required, sales are automatically credited to the staff member who is working at the register. The credited staff member isn't displayed to the staff member who is signed in to Shopify POS, and only changes to the automatically credited staff member are displayed.

Customize required checkout information

You can customize the customer and staff information that you want to collect during checkout. You can adjust the required checkout information settings any time from your Point of Sale sales channel.

Steps:

From your Shopify admin, go to Point of Sale > Settings.
In the Customization section, click any of the customizable elements to open the POS editor.
Click the icon in the POS editor menu bar.
Optional: Click Required customer information and select whether you want to collect your customer's first name, last name, and contact information at checkout.
Optional: Click Add staff to sale, turn on Required to require staff to be added to every sale, and set Selection to Automatic or Manual.
Click Save.