How Do I Setup My POS Profile(s)?

If you have multiple tasting rooms or even registers, it may be helpful to set up multiple POS profiles in Commerce7. 

When setting up your POS Profile(s) you might consider questions such as 'do I need to track my sales across multiple registers?' Or, 'do I need to segment inventory for various POS orders?'

If you think about reporting, POS Profiles are associated with two reports in Commerce7. 

  • Sales By POS Profile
  • Closing Report

Note: POS Profile does not appear on any other reports at this time.

 

Setting Up POS Profile(s)

Click on Settings > POS Profiles. Click "add POS profile".

 

 

Create a title for your POS profile. Select a carry out, pick up, and ship inventory location. 

  • Carry out - This will be the inventory location that gets depleted if a tasting room order is created, and the customer will be walking out with their purchase. 
  • Pick up - This will be the inventory location that gets depleted when an online or club order is created, and the shipment option is set to pickup from this POS profile. 
  • Ship - This will be the inventory location that gets depleted when a tasting room order is created and the customer has opted to ship that order instead of carrying it out. 

Next - decide whether or not this POS profile will be your default POS Profile. Decide if you are going to accept tips, and if so, what your 3 default tip options will be. Customers will be able to select from these three options you set, or they will be able to select a "none" option when presented with tipping choices. 

 

 

You can add, remove, and sort collections in your POS profile - here's how.

Your POS Profile will also be where you add your payment terminal details and receipt printers details, if you're using this hardware.