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.
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 >
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:
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.
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.
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.
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.
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.
Before products will appear on your POS you must complete 3 steps below (each links to the documentation for that step).
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 catefories 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: