Closing on the iPad: configure, sign, deposit, receipt

The customer is sitting on the sofa with a swatch on their knee and a phone in their hand. The decision is nearly made. A trip to the back office should not be necessary to turn the chosen fabric and finish into an agreement.

Follow Dana at the invented Linden & Oak showroom as Jordan buys a Madison sofa and a stocked ottoman. This illustrative sale uses Shopify Plus for the native deposit close. The sequence stays on the iPad through configuration, handover, signature, checkout, and receipt, with a clear record for the buyer afterward.

1. Start with the right customer

Dana opens the Create Quote tile in Shopify POS and selects Jordan's customer record. That connects the proposal, signed copy, payment, and later correspondence to the person actually buying. A similar name in the search results is a reason to check the details before continuing. The floor conversation is simple: “I'll put the choices together so you can see the whole order.” The showroom POS guide covers the wider setup; here the goal is to keep the customer's decision and the record together.

2. Find the piece and read its stock

Dana finds the Madison sofa through the product picker. Search or the barcode on the floor tag can identify the product, while the picker shows the available stock context. The display model is a reference for the sale, not automatically the unit being sold. Dana also adds the stocked ottoman. “This is the one you can take with you today” establishes the intended handover, which the record will make explicit in a later step. The lamp beside it remains a lamp beside it; a showroom vignette is not an automatic shopping list.

3. Configure while the swatches are open

The sofa's short option lists appear as buttons, while longer fabric lists can be searched. Dana completes the required choices and reviews the price as the configuration changes. The customer sees the choice being made rather than hearing a number assembled later from handwritten notes. “Let's read the fabric and legs back before I save this.” That is a useful moment to catch the almost-identical swatch beside the intended one. The iPad custom-quote guide covers configuration in more detail.

Supplier costs never appear on OrderPilot's register screens. Dana works with the selling price and specification, while the authorized purchasing team handles cost in Admin. Turning the iPad toward the customer does not expose a hidden cost column.

4. Choose the actual source

The custom sofa uses Order New, while the ottoman comes from this location's stock. That keeps the customer's new sofa separate from the showroom display and gives purchasing the correct demand. A piece held at another location would need that source recorded instead. Dana says, “The sofa will be made in these choices; the ottoman comes from our stock here.” The source decision should be made before payment, not discovered when staff look for a unit to hand over.

Order New also needs the store's source and location setup to be ready. Do not invent a POS Pro requirement from the label; validate the POS environment your store actually uses before training the team on the close.

5. Set handover, fees, and any discount

Dana marks the ottoman Today and the sofa Delivery, then adds the agreed white-glove charge. Due now changes with the handover choices and payment arrangement. The customer needs the displayed total for this actual sale, including the effect of tax, discounts, charges, and payments already recorded. If an authorized discount is part of the agreement, Dana enters it with the required reason. The customer should understand the final selling price before signing. “This includes the delivery service we discussed” is more helpful than leaving a generic fee for the customer to interpret. For a simplified calculation without tax, shipping, or discounts, say the ottoman is $500 and the sofa $3,000. Paying for the ottoman in full and taking a 50% deposit on the sofa would collect $2,000 and leave $1,500. Use the real Due now amount at checkout rather than reusing the example for a sale with different charges.

6. Credit the people who helped

Dana records Sold by, with Marco also credited because he handled the measuring visit. The team follows its agreed attribution policy while the work is still fresh. Created by identifies who made the record; sales credit identifies who should receive the agreed recognition. Keep this part of the close matter-of-fact. The customer does not need to wait through a commission debate, and the back office should not have to infer the split from who happened to hold the iPad.

7. Offer the signing method the customer prefers

Jordan can sign on the showroom iPad or scan a QR code to use their own phone. Print to Sign supports the customer who prefers paper, with the signed evidence recorded through the store's process. The signing-method guide compares the options. Dana says, “Please review the size, fabric, legs, delivery, and terms before signing.” The signature belongs to the agreement shown. OrderPilot keeps the signed terms and PDF, and a later customer-facing change requests another signature where required.

If Jordan prefers to sign at home, send the link and leave the order waiting for the required approval. Keep the purchasing hold clear. A customer taking the evening to review is not a reason to release an unsigned special order under the assumption that approval is certain.

8. Complete payment and verify the result

In this Shopify Plus sample, Take Deposit hands the configured payment to Shopify POS checkout. Dana completes the tender and returns to the order to verify the amount received and remaining balance. An interrupted checkout is not a paid deposit. Enabled Admin deposit orders offer a separate pre-placement route on any Shopify plan; native percentage deposits, POS Take Deposit, partial manual payments on placed orders, and ordinary minimum-deposit requirements need Shopify Plus. Stores using the Admin route should train that handoff explicitly, including checking whether the order is a tax-split group.

If Jordan paid on a terminal outside Shopify, record the actual receipt through the supported payment flow rather than running the card again. Keep the terminal reference, reconcile the amount, and confirm that the sale's balance reflects the payment once. A partial manual receipt on a placed order must use the supported plan and permissions.

Shopify also documents its own multiple and partial POS payments, including device settings and restrictions after edits, refunds, or exchanges. Do not assume that separate native flow behaves identically to every OrderPilot deposit route. The register-deposit guide covers the specific handoff.

9. Leave a receipt and a clear next step

Dana prints the receipt with its short terms and QR link to the full terms. The signed copy is emailed through the configured signing flow. Jordan leaves with the ottoman and a record of the sofa still to come. Record the ottoman's actual handover while leaving the sofa open for purchasing and delivery. The receipt is not a reason to mark both goods fulfilled. The buyer needs to see that the new sofa remains a purchase to place.

Dana closes with: “The ottoman is leaving with you. The sofa is ordered in the choices you approved. This shows what you've paid, what remains, and how we'll update you.” That gives the customer a usable account of the sale without reading every screen aloud.

Make the purchasing handoff explicit

The two checks before releasing the new sofa are the required signature and the received payment under the store's release policy. Add any configured manager approval, and resolve a remaining fabric or delivery question before the PO goes out.

The record should answer what was sold, which version was approved, what was paid, what left today, and what needs ordering. Follow one sofa from showroom to living room for the purchase and delivery that follow this close.

Sources

1. Multiple and partial payments on Shopify POS — Shopify Help Center. Device settings and restrictions for Shopify's native partial-payment flow.