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POS
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POS Installation
Apple (iOS)* Installation *Our POS is only available for iOS (also Chrome on desktop). Make sure also to check hardware compatibility Downloading the app: 1. Sign up for the WineDirect POS system. 2. Go to the App Store , search ...
Updated on : 19 Mar 2024
POS Profiles
Creating A POS Profile When the POS option is enabled, a default POS profile will automatically be created using your inventory and pickup location. You want to use the following steps to create or edit a POS profile: 1. Access Settings > POS P...
Updated on : 31 May 2023
POS Products
The WineDirect POS application uses all your existing products within the ecommerce platform. Products can easily be assigned to categories that display them on the POS app. Adding POS Categories The categories option allows you to create up to 12...
Updated on : 29 Mar 2023
POS Orders
The POS system has been designed to be simple and intuitive, allowing your tasting room staff to place orders quickly. Products and contacts will be drawn from the same database that your website uses. While each order may differ, here are a few bas...
Updated on : 01 Nov 2023
Split Tenders
The POS system has been designed to be simple and intuitive, allowing your tasting room staff to place orders quickly. An order can be split to pay the balance with multiple tender types, such as credit cards and cash combinations. Splitting A...
Updated on : 29 Mar 2023
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...
Updated on : 29 Mar 2023
POS Refunds and Pickup Order Exchanges
POS Refunds Are they refunding a split tender order? Check out our split tender refund documentation. To process a refund in the POS: 1. Open the POS application. 2. From the main menu (3 bar icon in the upper left of the screen), select O...
Updated on : 29 Mar 2023
POS Promotions/Coupons
Promos can be used across all systems, websites, Admin panels, and POS, and those without Codes will apply automatically to orders. You can use a promo code to limit who uses the promotion. The POS application uses the same promotion tools as your ...
Updated on : 29 Mar 2023
POS Tips
Tips/Gratuities are a great feature in your post if you wish to allow your sales associates to be further compensated for their exceptional customer service. Activating Tips on POS Profile In Admin Panel 1. Click on Settings > POS Profiles. 2...
Updated on : 23 May 2023
POS Compatibility
Our iOS/ iPadOS Update Policy Apple releases periodic updates to iOS/iPadOS throughout the year. WineDirect does not receive advanced notice of these updates, but our team begins testing immediately upon release to ensure our POS continues to ru...
Updated on : 16 Jan 2024
Receipt Printers Setup
The WineDirect POS application supports printing invoice-style receipts from an AirPrint-compatible printer or using an AirPrint converter application on your printer network. Traditional retail receipt printing is available using a compatible recei...
Updated on : 08 Jun 2023
Cash Drawers Setup
The POS application supports the use of a cash drawer for cash transactions. You can choose whether to trigger the cash drawer or not while placing the trade, depending if the order is placed in the tasting room near the cash drawer or elsewhere at ...
Updated on : 29 Mar 2023
EMV Card Reader for Contactless and Chip
Integrated EMV card readers are only available for wineries on the WineDirect Payments Platform in the U.S. Devices must be purchased and encrypted by WineDirect Payments. Supported Devices All EMV devices must have the gateway inject a unique...
Updated on : 29 Mar 2023
EMV Terminal - IDTech VivoPay3300
The VP3300 by IDTech is a Bluetooth-enabled 3-in-1 mobile card reader, encrypted and integrated with the WineDirect POS app. This device is specifically encrypted and configured for clients processing on the WineDirect Payments Platform. This ...
Updated on : 14 Dec 2023
Non-EMV Credit Card Swipers Setup
WineDirect POS can accept swiped credit card transactions from iOS/iPadOS 10-15 and on a desktop [Chrome Browser]. The iOS version only supports one swiper, while the Desktop version can support most USB or integrated card swipers using keyboard emu...
Updated on : 29 Mar 2023
Barcode Scanners Setup
The WineDirect POS applications support using compatible Bluetooth barcode scanners that can be used to scan items to add them to order rather than manually entering them from the POS. For the Desktop version, you can use most Barcode Scanners that ...
Updated on : 04 Mar 2024
POS Restaurant Features
The POS Restaurant Features option allows you to start a table, hold a table, resume a table, and send items to a selected printer, such as a bar or a kitchen printer. Start a Table Before using the table tools, you must enable Has Table Se...
Updated on : 29 Mar 2023
POS Contacts
Add A Contact 1. Click on the Guest icon and click Add New Contact . 2. Fill out the contact form. A driver's license can be swiped to collect as much customer data as legally possible to speed up data entry. Please note: not all states...
Updated on : 29 Mar 2023
POS Customer Capture
People who've invested the time to research and visit your winery are valuable to your marketing efforts. Capturing their contact info in the tasting room is the quickest, most effective way to build a strong base of loyal customers. We've seen tha...
Updated on : 04 May 2023
Enable POS PINs
POS PINs help your tasting room staff log in to your POS quickly and ensure orders link accurately to the correct Sales Associate. Before enabling PINs, please ensure all your Sales Associates have their usernames and Passwords. Opt-in below t...
Updated on : 29 Mar 2023