Hi,
Fortunately we’ve had a lot of online orders over the past few years. But we’re a bricks and mortar store first. It’s becoming more difficult to select the correct customer in-store at POS checkout. Does anyone have any suggestions for filtering customers so that only a particular segment is shown on the POS (segment would be "customers who have >= 1 order where channel is Point of Sale)? Or do you have a workflow where you add a specific tag to customers, maybe in a segment using flow?
Hi @hstb ,
This is a pretty common challenge for stores that sell both online and in-store.
One approach that works well is creating a customer segment in Shopify for customers who have at least one order where the sales channel is POS. Once that segment is created, you can quickly identify those customers when needed.
Another simple workflow is to automatically add a tag like POS Customer after their first in-store purchase. You can do this using Shopify Flow,
with a rule When an order is created → if sales channel = POS → add customer tag POS Customer.
After that, POS staff can search or filter by that tag which makes finding the right customer much easier during checkout.
Some stores also train staff to quickly search by phone number or email, which tends to reduce duplicate profiles as well.
Hi You could create a customer segment based on POS orders and then use Shopify Flow to automatically tag those customers. For example, a workflow can add a tag like “POS Customer” when an order is placed through the POS channel. Over time, that tag will help you quickly identify and filter in-store customers.
Another approach some stores use is training staff to search by phone number or email, which usually narrows results faster than scrolling through a long list.
Not a perfect built-in filter yet, but combining segments + automatic tagging with Flow can make POS customer selection much easier.