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Additional Order Info

The additional order info screen allows wineries to add more information to the order such as Sales Associate, Sales Attribute, Inventory Pool, a Future Ship Date for orders being shipped, and more. These are all optional settings for an Order, the default settings will come from the POS Profile you are using.

Selected information will only appear on the single order that is being placed. This allows you to override the default settings for a single POS order.

Where To Add Additional Order Info: Learn how to access the additional info screen from the Main Menu, Payment Screen, or Forced Popup. Learn More >

What Information Can I Add?: Learn what information can be added to the order and which sections you can access specific settings. Learn More >


Where To Add Additional Order Info

The Additional Order Info screen can be accessed and adjusted from 2-3 locations (Main Menu, Payment Screen, Forced Popup) when placing a POS order depending on your POS Profile setup.

POS Main Menu

In addition to the standard settings, the Main Menu Additional Order Info screen allows you to adjust the Inventory Pool that the products will be using and add a Future Ship Date to orders being shipped.

1. Open the settings menu by clicking the menu button, which looks like 3 bars, in the top left corner of the POS screen.

2. Select Additional Order Info.

3. Adjust the information and click Apply to save your selections.

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Payment Screen

In addition to the standard settings, the Payment section Additional Order Info screen allows you to adjust the Inventory Pool that the products will be using and add a Future Ship Date to orders being shipped.

1. Add items to your POS cart session and click Charge.

2. Select Additional Order Info from the list of Payment Options.

3. Adjust the information and click Apply to save your selections.

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Forced Popup

Allows you to adjust settings on POS after it has been created and paid for. Not all settings are available from the Forced Additional Order Info popup as some settings, like inventory pool & requested(future) ship date, cannot be added after the order has been placed.

Enable the Forced Additional Order Info checkbox in your POS Profile from within the Admin Panel. 

1. Proceed through the checkout process for a POS order. 

2. After the view the Receipt screen the Additional Order Info popup will appear. 

Unlike the Main Menu and Payment Screen Additional Order Info sections, the forced popup appears after the order has been placed and sent to integrated compliance or fulfillment providers. Because of this Inventory Pool and Requeted (future) Ship Date are not available settings from the forced popup window, as these settings cannot be modified after the order has been placed.

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What Information Can I Add? 

There are a number of different items and settings that you can adjust on the POS order you are placing. A list of field definitions and which Additional Order Info screens you can adjust them on. 

Table of Definitions

Sales Associate

Flag a specific order with the sales associate who placed the order for the customer. 

Sales Associates must be created before they will appear in this menu. For more information see the Sales Associates Documention.

This can be adjusted from any Additional Order Info screen.

Requested Ship Date

The Requested Ship Date field will only appear in the Main Menu or Payment Screen Additional Order Info sections for POS orders that are being shipped. 

This allows you to add a future ship date which which will be sent to integrated compliance services (ShipCompliant) and fulfillment providers.

Sales Attribute

A custom reporting flag that will be visible when running sales reports. 

Sales attributes must be created before they will appear in this menu. For more information see the Sales Attributes Documention.

This can be adjusted from any Additional Order Info screen.

Inventory Pool

The Requested Ship Date field will only appear in the Main Menu or Payment Screen Additional Order Info sections, as it can only be adjusted prior to placing the order. 

This allows you to select which inventory pool you want to the items in the order to be pulled from. Only one pool per order can be selected. 

Order Type

The Order Type select allows you to manually set the order type when placing an order.  Example:  POS, Admin Panel, Club Order, etc.

This can be adjusted from any Additional Order Info screen.

Source Code

Is a free form field which is visible in sales reports. Use this to add custom keywords to review in reports later. This works similiar to Sales Attributes but does not save a source code for repeated use.

This can be adjusted from any Additional Order Info screen.

Order Notes

Allows you to add special shipping isntruction notes for the order such as "Leave at front porch." 

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