Adding and Editing POS Profiles
- 13 Feb 2024
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Adding and Editing POS Profiles
- Updated on 13 Feb 2024
- 1 Minute to read
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- DarkLight
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If multiple locations, storefronts, or product groupings need different POS Profiles, clicking the 'ADD PROFILE' button at the top right of the page will open a new window to fill in the same fields as the profile settings. By saving this new profile, multiple profiles will now be available within the POS app.
Editing Existing POS Profiles
By clicking the Elipses (...) on the far right side of the default POS Profile, you can select to have the profile as Inactive and therefore not be available in the Point of Sale App, or edit the Profile by clicking Profile Settings.
Important Note: Remember to click Submit at the bottom of the settings page to save any changes made.
Profile Settings
Once Profile settings is selected, a new window will open with fields that can be customized.
| Field | Function |
| Profile Name | Customizable name that can be given to a POS Profile |
| Order Type | The location where an order will be categorized as originating from. POS, Website, WineClub, or Admin Panel options are available. |
| Default Shipping Origin | Where products will be shipped from based on an Inventory Location choice |
| Default Shipping Inventory Pool | Where product stock will be subtracted from based on Inventory Location's Inventory Pools for Shipped Orders |
| Default Pickup Location | Where products will be picked up from based on an Inventory Location choice |
| Default Pickup Inventory Pool | Where product stock will be subtracted from based on Inventory Location's Inventory Pools for Pickup Orders |
Categories
When a Product Category is selected in the POS Profile settings, that category and its corresponding products will be available in the POS application.
Tip Settings
Tipping for POS Profiles is optional and can be enabled or disabled by toggling the switch below "Manage your tip settings here." If Tipping is enabled, then each Profile will need to have one of two options selected:
- Percentage of Total - Select three percentage options for customers to choose from. No Tip and Custom Tip will be automatic and mandatory options.
IMPORTANT NOTE: Percentage tips are calculated on an order's total (including taxes and fees), not the subtotal. - Custom Tips Only - Customers can select to either give no tip or tip an amount they choose.
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