POS Profiles

POS profiles are not admin logins but rather allow you to manage the inventory and shipping settings for each of your tasting room locations. If you have multiple tasting room areas or locations you can adjust a profile to pull inventory from a specific tasting room inventory pool so that inventory will be depleted appropriately for each location.

Creating A POS Profile: Learn how to setup a POS profile so you can login and use the POS application. Learn More >

Assigning POS Categories: Learn how to assign POS Categories to your profile to have different POS product menus for different tasting room locations. Learn More >

Assigning A POS Profile to A Device: Learn how to assign a POS profile to a device or workstation. Learn More >

FAQs: Review frequently asked questions regarding POS profiles. Learn More >

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Creating A POS Profile

When the POS option is enabled for you a default POS profile will automatically be created for you using your default inventory and pickup location. You want to use the following steps to create or edit a POS profile:

1. Start by navigating to Settings > POS Profile in the Vin65 admin panel.

2. Click Add POS Profile from the left hand menu.

3. Fill out the POS Profile form. For further clarification regarding each field, please see the Field Definitions table below.

4. Click Save to save your profile.

Now that you have the basic POS profile setup you will want to make sure to create and assign POS Categories to your profile. Continue to the Assigning POS Categories documentation below to learn how.

Field Definitions

Name	The name of your POS profile. It would be best to use the name of the tasting room area or location that this POS profile will be used at.
Order	The order in which the POS Profiles will appear within the admin panel.
Pickup Inventory Pool	This allows you to specify which inventory pool you would like to use for Pickup orders through your POS. Orders through the POS system by default are pickup orders unless the order is marked as a shipping order and a shipping address is included in the order. Because your orders are pickup by default the Pickup Inventory Pool will be the primary inventory pool used by the POS platform, meaning that it will pull inventory from this pool for all orders except those which are being shipped. This allows you to maintain separate inventory pools for your website & POS application.
Ship Inventory Pool	This allows you to specify which inventory pool you would like orders that are being shipped to pull from. If you are using a fulfillment house it would be best to make sure this inventory pool you select is the same pool that your fulfillment house is using for you website.
Pickup Location	Allows you to specify which pickup location address will be used for orders on the POS. This should be set to the tasting room location that the POS application will be used at. For more information on setting up pickup locations please see the Pickup Locations Documentation.
Order Type	Allows you to choose the order type that you would like your POS orders to be marked as. By default an order type of 'POS' will be used on all orders that originate from the POS system. For more information on order types please see the Order Types Documentation.
Sale Type	Onsite orders or Offsite orders.
Compliance	Default Settings, Ship Orders Only, or All Orders.
Order Status	Allows you to adjust the order status attached to orders placed through the POS. Completed - Will mark the orders as a Completed order and capture payment right up front (Paid). Submitted - Will mark the orders as Submitted and will put an Authorization for funds on the order. The Authorization can be captured automatically when the order ships or manually by completing the order through the admin panel.
Pickup Orders	Allows you to choose whether POS pickup orders are automatically marked as picked up when they are placed on the POS application. Don't Mark Orders As Picked Up Default Auto Mark Orders As Picked Up Please Note: Orders being shipped will not have a shipping status assigned to them automatically.
Refunded Orders	Allows you to determine what happens to an order's Shipping Status when it is refunded. If the original order is partially refunded/exchanged, you can automatically set the status to “Picked Up” If the original order is completely refunded/exchanged, you can automatically set the status to “No Shipping Required”
Order Confirmation Email	Allows you to choose an alternate order confirmation email for all POS orders. By default the standard Order Confirmation system email is sent out for all orders placed through the Website, Mobile Site, Facebook, Admin Panel, or POS. For creation information, please see Emails Documentation. Emails that are assigned to POS profiles cannot be deleted. The POS profile(s) will have to be updated to use a different email document before it can be deleted.
Receipt Header Image	Upload an image in JPEG format that is a max of 576 px wide and 300 px tall for your receipt Header. Typically this is your logo. If a header image is not uploaded, the receipt will automatically add a plain text company name, the same name you see in the top left of your admin panel.
Receipt Footer Image	Upload an image in JPEG format that is a max of 576 px wide for your receipt footer.
Credit Card Signatures	Check this box if you wish to require customer's to sign for orders paid by credit card. Credit card signature option is supported by both the iOS and Desktop (Chrome browser) versions of POS. Collecting signatures on the desktop will require a touchscreen monitor that can be turned to the customer, allowing them to sign for credit card transactions.
Tips / Gratuities	Allows customers the option to select Tips/Gratuities for their Order. Also enables reporting on the tips for Store section and Sales reports. If you have multiple POS profiles you will need to enable this on each profile.
Force Logout After Transaction	If you have POS PINs enabled, this setting will be on by default. You can choose to uncheck this box if you would prefer to not have your staff enter a PIN in order to begin each of their transactions.
Table Seating	Enable table seating and other Restaurant Tools in the POS.
Force Additional Order Info?	Check this box if you wish to have the Additional Order Info screen appear at the end of the order process. This screen allows you to adjust such items as sales associate, order types, add fulfillment related order notes, etc. If you have POS PINs set up correctly, your Sales Associate will automatically be linked to the PIN and you do not need to fill in that section.
Non Taxable Setting	When enabled, users will be able to process Orders without tax, as well as set a Contact as a Non-Taxable Contact.

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Assigning POS Categories

If you have just added a POS Category under the Store section of the admin panel you can use the Manage POS Profiles link under POS Categories Actions menu to quickly link over to the POS Profiles section.

The POS Categories section allows you to have custom category menus per POS Profile so that different tasting rooms or special profiles can have different product lists.

1 . From the POS Profile screen select the POS Profile you want to assign categories to.

2. Click Edit under the Categories section.

3. If you have not created any POS Categories click Add New to create a new POS Category. (You can also create and manage your POS Categories from Store > Products > POS Categories).

4. Check the boxes next to the POS Categories that you want to assign to your POS Profile (i.e. tasting room location).

5. Click Save.

From the Arrange POS Categories section you can adjust the display order of the categories on the POS drop down.

Just select the POS Profile you are working with from the drop down and drag and drop the categories into the display order you want.

Assigning A POS Profile to A Device

If you have more that one POS profile you can switch between profiles from Device Settings in the POS app menu. Once a POS profile has been assigned to a device, it will remember the profile and use those POS profile settings for each admin that logs into that device, until another profile is chosen.

1. Start by clicking the Menu button on the top right in the POS.

2. Click Device Settings from the left-hand menu.

3. Use the drop down menu to select the POS profile that you'd like, then click Save.

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POS Profile FAQs

Do I have to create a POS Profile?
Can I have multiple POS Profiles?
Can the credit card signature option be used on iOS and desktop POS?
Can I have different product listings for different devices?

Do I have to create a POS Profile?

Yes. Before you can successfully log into the POS application you must create a POS profile. If you try to login to the POS before at least one POS profile has been created you will receive an "Invalid POS Profile" message when trying to login.

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Can I have multiple POS Profiles?

Yes. Only one POS profile is required to use the POS application, however you can create multiple POS profiles to have easy access to different sets of settings.

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Can the credit card signature option be used on iOS and desktop POS?

Yes. The credit card signature option is supported by both the iOS and Desktop (Chrome browser) versions of POS. Collecting signatures on the desktop will require a touchscreen monitor that can be turned to the customer, allowing them to sign for credit card transactions.

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Can I have different product listings for different devices?

Yes. Products are assigned to POS Categories, and different POS Profiles can have different sets of categories.

You will need to create POS Categories, assign the POS Categories to a POS profile, then assign products to the categories.

When naming your categories you will want to make sure that they are unique. So if you want to have two Home menu items for a location in Napa and one in Vancouver, call one N - Home and V - Home, as an example.

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