- POS
- POS Products
POS Products
The WineDirect POS application uses all of your existing products within the ecommerce platform. Products can easily be assigned to categories which displays them on the POS app.
Adding POS Categories: Learn how to create different sections (such as Red, White, Gifts, etc) to categorize and quickly find products on the POS application. Learn More >
Assign POS Categories to POS Profiles: Learn how to create different versions for different profiles for setting up multiple tasting room locations or special profiles with different product lists. Learn More >
Arranging POS Categories: Learn how to adjust the display order of your categories for the POS category select in your POS app. Learn More >
Adding Products to POS: Learn how to assign products to POS categories so that they appear on your POS application. Learn More >
Arranging POS Products: Learn how to adjust the display order of your products on the POS application. Learn More >
FAQs: Review frequently asked questions about products on the POS. Learn More >
Adding POS Categories
The categories option allows you to create up to 12 different categories to assign your products and wines to so you can find your products quicker. Follow these steps to add categories to your POS application:
Please Note: You can only have a maximum of 12 active categories, however, some devices will not display correctly if you have more than 8 categories.
1. Go to Store > Products > POS Categories.
2. Click on the green Add A POS Category button.
3. In the POS Category field, give your category a name (i.e. Red Wines, Merlot, Events, etc).
If you are setting up multiple tasting rooms, remember that Category names should be unique so as not to create confusion when assigning products to the categories. A suggestion for having similar category names for two locations would be to have an abbreviation or short name for the location - then the category name. Example: N - Home for the tasting room in Napa and V - Home for the tasting room in Vancouver.
4. Check the Is Active box to make the category active.
5. Click Save.
To make the categories appear on your POS you must assign the categories to a POS Profile. Once the categories have been linked to a profile they will appear in a drop down menu at the top of your POS screen.
Assign POS Categories to POS Profiles
Before your POS Categories will appear in your POS Categories Menu, you must first assign the categories to a POS Profile.
1. Go to Store > Products > POS Categories and select the category that you want to assign to a profile.
2. Click Edit Under the POS Profiles section for the category.
3. Check the box next to the POS Profile(s) that you want to assign the category to.
4. Click Save.
Arranging POS Categories
Once you have your POS Categories created and assigned to a POS profile, you will be able to adjust the display order of your POS Categories in the category drop down.
1. Go to Store > Products > POS Categories and under the POS Categories Actions side menu select Arrange POS Categories.
2. Select the POS Profile which you want to adjust the category arrangement for.
3. Drag and drop the POS Category names up and down to adjust their display order on the POS.
Before you can arrange the display order of your POS Categories, the categories must be assigned to a POS Profile. If you select a POS Profile and it says "No POS Categories" you will want to use the Manage POS Profiles to navigate to the POS Profiles section to assign the categories.
You will assign products to your POS system in the same fashion as you would for your website, using the categories tab of each product.
1. Start by navigating to Store > Products.
2. Click on the name or Magnifying Glass of the product you wish to assign to POS.
3. Scroll down to the Categories section > Press Edit.
4. Check the boxes next to the categories that you want your product to appear under.
5. Click Save. Your product should now appear under the assigned categories on the POS. 
Remember to assign POS categories to your profile so that they will appear on your POS.
Arranging POS Products
Once you have products assigned to each of your categories, you can arrange the order in which the products appear on the POS screen.
1. Start by navigating to Store > Products, on the right hand side under Add a Product click Arrange Products.
2. From the Category drop down, scroll down until you find the POS Categories title and then choose the category that the products you wish to rearrange are located on.
3. Now you can drag and drop your products in their desired positions.
4. Click Save Changes.
POS Product FAQs
Why can't I see any products on the POS?
Before products will appear on your POS you must complete 3 steps below (each links to the documentation for that step).
Why does the POS say "No Categories Assigned?
Before the products that you have assigned to categories can appear on the POS you need to assign those categoires to a POS Profile. Once you have one or more categories assigned to your POS (and products are assigned to those categories) then you will start to see products on your POS app. For more information see:
