> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supercycle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# POS overview

> Create and manage rentals from Shopify POS.

Supercycle's Shopify POS integration lets store staff create and manage rentals at the point of sale. You can apply calendar rentals, subscription rentals, sell a membership plan or add items to an existing membership, and process resales directly from POS.

## Activate Supercycle in Shopify POS

<Frame type="glass" caption="Activate Supercycle in Shopify POS">
  <iframe src="https://fast.wistia.net/embed/iframe/iyrmnf7hq9" title="Supercycle video" height="290" width="100%" allow="autoplay; fullscreen" frameborder="0" />
</Frame>

<Steps>
  <Step title="Open POS apps settings">
    In Shopify admin, go to **Sales channels** > **POS** > **Settings** > **POS apps**.
  </Step>

  <Step title="Add the Supercycle tile">
    Select **Supercycle**, then click **Add** on the Smart Grid tile.
  </Step>
</Steps>

***

## Supported rental methods

### Calendar rentals

Create fixed-duration rentals with specific start and end dates.

**What you can do:**

* Select rental duration (e.g., 1 day, 1 week, 1 month)
* Choose a start date for the rental
* Apply to multiple items at once

### Subscription rentals

Start ongoing subscription rentals with minimum commitment terms.

**What you can do:**

* Select minimum term (e.g., 1 month, 3 months, 6 months)
* Choose a start date for the subscription
* Apply to multiple items at once

### Membership rentals

Sell a membership plan, or add items to a membership the customer already has.

**What you can do:**

* Sign a customer up to a membership plan at the counter
* Choose the billing option when a plan offers more than one
* Add items to an existing membership

**Requirements:**

* The cart must have a customer attached. Membership stays grayed out until it does

The plan is charged at checkout and the membership is created once the order is paid, the same as if the customer had signed up on your storefront. Their credits are ready straight away, so you can add items to the membership on the same visit or a later one.

A customer with no card on file can still be put on a plan. Recurring charges are still created; collect them yourself until a card is added. To vault a card for later billing, take payment with a card reader or Tap to Pay.

<Note>
  The **Cycles** screen reads the cart once when it opens. If you attach the customer after opening it, close the screen and tap **Cycles** again for Membership to become selectable.
</Note>

### Resale

Sell individual serialized items to customers.

**What you can do:**

* Sell specific serialized items (used, refurbished, or unused inventory)
* Process purchases of items at configured resale prices
* Pick the right [pricing option](/documentation/methods/resale/product-setup) when a product has different prices for different item conditions

**Limitations:**

* Limited configuration options available in POS

***

## Choose a condition or option on POS

When a product has more than one [method option](/documentation/manage/products/managing-method-options) that could apply to the items in the cart (for example, a resale product priced differently for **unused** vs **used** items, or a subscription with different tiers), POS prompts you to pick which one to use before the line can be added to the order.

**When this appears:**

* A resale product is priced by item condition and the scanned item could match more than one pricing option.
* A calendar or subscription product has multiple options targeted at different conditions for the variant in the cart.

**How it works:**

<Steps>
  <Step title="Select the line">
    After tapping **Cycles** and ticking the product line, POS shows a warning badge, **Condition required** (or **Option required** for non-condition options), next to the line.
  </Step>

  <Step title="Pick a condition or option">
    A chooser appears below the line listing each available option with its price summary. Tap the one that matches the item.
  </Step>

  <Step title="Change your mind">
    The chooser stays visible after you pick, so you can switch to a different option without unticking the line. The line summary updates to show the selected condition and price.
  </Step>
</Steps>

If only one option applies, POS picks it automatically and no chooser is shown.

***

## Verify a customer's ID on POS

If [ID verification](/documentation/configuration/risk/identity-verification) is enabled and a customer needs to verify their identity, staff can start the verification flow directly from POS without leaving the order.

The **Verify ID** action appears on the order details and post-purchase screens when a verification is required. Tapping it opens a screen with a QR code and a shareable verification link, so the customer can complete verification on their own phone.

<Steps>
  <Step title="Open the Verify ID action">
    From the order details or post-purchase screen, tap **Verify ID**. POS checks the customer's verification status automatically.
  </Step>

  <Step title="Share the QR code or link">
    Ask the customer to scan the QR code with their phone, or copy the verification link from the **Verification link** field and send it to them.
  </Step>

  <Step title="Wait for completion">
    The screen polls for status every few seconds and updates automatically once the customer finishes verification on their device. If the customer is already verified, POS shows that no verification is required.
  </Step>
</Steps>

<Tip>
  The QR code and link both open the same secure verification page, powered by the same provider you've configured in **Settings > Risk**. Customers don't need to log in to your store to complete verification.
</Tip>

***

## Custom fields on POS rentals

Fill in [rental custom fields](/documentation/configuration/custom-data) as part of the create rentals flow on POS, so in-store bookings capture the same data as rentals created from the admin.

The rental method screen renders your shop's rental custom field definitions below the method options. Values flow through to the cycle at ingestion and appear on the rental record just like a field set from admin.

**Supported field types:**

* Single line text (renders as a text input)
* Multi line text (renders as a text area)

<Info>
  Other custom field types (date, boolean, references, etc.) are not shown on POS. Define text-based fields under **Settings > Custom data** if you need to capture them at the counter.
</Info>

***

## Add-ons on POS rentals

[Add-ons](/documentation/manage/products/add-ons) attached to the selected rental option are applied on POS the same way as on the online storefront.

When staff apply a rental method, Supercycle reads the intent response and adds any required or optional add-on variants to the cart with the rental line. That includes deposits, damage protection, card authorisation, and any other add-on on the option. Quantity caps are respected: if an add-on is limited to one per cart, a second rental line that shares it will not add another copy.

***

## Contracts on draft orders on POS

If [e-signatures](/documentation/configuration/risk/esignatures) are enabled and **Generate contracts for draft orders** is on under **Settings > Risk**, POS can collect signatures while the cart is still a draft.

On the draft order details screen, staff can:

* See each unsigned contract on the draft
* Share a QR code or signing link for the customer to sign on their phone
* Email the signing request to the customer

Ready-to-sign email is not sent automatically for draft contracts. Use the POS actions when the customer is ready to sign. When the draft is completed as an order, those contracts carry over. See [Contracts on draft orders](/documentation/configuration/risk/esignatures#contracts-on-draft-orders).

***

## Apply a rental method on POS

<Frame type="glass" caption="Applying rental methods on Shopify POS">
  <iframe src="https://fast.wistia.net/embed/iframe/rs5chj1pxz" title="Applying rental methods on Shopify POS" height="300" width="100%" allow="autoplay; fullscreen" frameborder="0" />
</Frame>

<Steps>
  <Step title="Wait for the cycles tile">
    On the Shopify POS app, a **Cycles** tile appears after setup.\
    It may take a few minutes. It stays grayed out until the cart has eligible products, or a customer attached if you are selling a membership plan on its own.
  </Step>

  <Step title="Add products to the cart">
    Add the product(s) you want to apply a rental method to the order.

    Selling a membership plan on its own needs no products, only a customer on the cart.
  </Step>

  <Step title="Open the cycles tile">
    Go back to the tiles section and tap **Cycles**.
  </Step>

  <Step title="Select items and choose method">
    Select the product(s) from the list, choose your rental method (Calendar, Subscription, Membership, or Resale), configure the options (duration, start date, minimum term, etc.), and apply it to the cart.\
    The original products in the cart are replaced by the rental items.

    Under Membership, pick **New membership plan** to sell a plan, or pick a membership the customer already holds to spend its credits. Selling a plan adds the plan as its own line, so it can be the only thing on the order.
  </Step>
</Steps>
