Is it possible to create a Shopify POS Extension to manage and apply promotions directly from the POS dashboard?

Description:

Hi everyone, I’m working on a project to develop a Shopify POS Extension that allows merchants to manage and apply promotions, offers, or discounts directly from the POS dashboard, without relying on Shopify’s admin interface or external tools. Here are the key requirements:

  1. Complete Management from the POS Dashboard:
  • The POS dashboard should enable:
    • Creation, editing, and deletion of promotions exclusive to POS.
    • User roles configuration, such as:
      • Admin: Full control over promotions (create, edit, delete).
      • Read-only: View-only access to configured promotions.
  1. Promotions Exclusive to POS:
  • Promotions must be restricted to POS transactions only, ensuring:
    • They are not “discoverable” or applicable in the online store.
    • They are blocked from being used in express payment methods like ShopPay or Google Pay.
    • They are applied exclusively to in-store transactions.
  1. Application of Promotions at POS:
  • Store staff must be able to apply promotions directly through the POS with features like:
    • Error messages when a promotion is invalid for a transaction.
    • Validation rules to prevent unauthorized stacking of promotions.
  1. Exclusions and Advanced Rules:
  • The ability to exclude specific products (e.g., TAILORING) from certain promotions.
  • Advanced configuration to define how promotions can or cannot be combined (e.g., disallow stacking of product-specific promotions with order-wide promotions).
  1. Various Types of Promotions:
  • Percentage-based discounts (e.g., “15% off”).
  • Fixed-value discounts (e.g., “$20 off”).
  • Product-specific promotions (e.g., “Buy 3, get 1 free”).
  1. Real-World Scenario:
  • A customer purchases multiple products with a product-specific promotion (e.g., “pant and 3”) and a general promotion (e.g., “military discount”). The solution should allow:
    • Excluding non-eligible products from the general promotion.
    • Blocking combinations of promotions that are not permitted.

My Question:

Is it feasible to implement this functionality entirely within the POS dashboard using a Shopify POS Extension? Specifically:

  • Managing promotions (creation, editing, roles) directly in the POS dashboard.
  • Applying them in-store with full control over rules and restrictions.
  • Ensuring POS-exclusive promotions are not usable online or with express payment methods.

Has anyone worked on something similar? Are there technical limitations or best practices to achieve this all-in-one solution within Shopify POS? Thank you for your insights! :rocket:

Hi Julian - thanks for the context above.

Quick clarifying question: what do you mean when you say POS dashboard? Is that the smart grid on POS? This is usually the first screen you see when you open POS and where you see ‘tiles’. Or do you mean something else?

1 Like

Hey Sara!

Yes you are right.

I want to set up a system at the point of sale (POS) where, depending on the role of the user, different functionalities can be managed. If I am the shop owner, I would have a role that allows me to create discounts. Then, when the staff accesses the POS, depending on their role, they can apply these discounts directly to the shopping basket.

The idea is to build all these functionalities directly within the POS system, instead of relying on external applications or extensions.

This is possible!
Shop owner would configure the app/extension and staff can access the discounts on POS. Permissions are controlled in Admin.
Check out a discount example here: Build a discount extension