Additional Order Info

The additional order info screen allows wineries to add more information, such as Sales Associate, Sales Attribute, Inventory Pool, a Future Ship Date for shipped orders, 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

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 use and add a Future Ship Date to shipped orders.

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.

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.

Forced Popup

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

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 is placed and sent to integrated compliance or fulfillment providers. Because of this, Inventory Pool and Requested (future) Ship Date is not available settings from the forced popup window, as these settings cannot be modified after the Order has been placed.

What Information Can I Add? 

There are several 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