How to Set Up Multiple POS Profiles.

If you have multiple tasting rooms, it may be helpful to set up multiple POS profiles in Commerce7. This way you can segment and track sales and inventory by each location. 

This feature can also be used for wineries with multiple cash registers or tills they want to keep segmented. A profile can be set up for each register, and our "sales by POS profile" report will let you know transactional volume for each register. 

To set up an additional POS profile, navigate to settings > POS profiles. Click "add POS profile".

 

 

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

  1. 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. 
  2. 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. 
  3. 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.
There is also a section to set up receipt printers with your POS profile - here's our documentation on integrating our receipt printers.

After you have set up your POS profiles, you can toggle to them in your POS. To do this, navigate to your POS, click the menu button on the left hand of the screen, and click "profile".

 

 

From here you can select the POS profile you wish to operate in. 

 

 

After selecting a POS profile, unless your cache is cleared, every time you return to the POS your selected profile will remain the same so there is no need to toggle between profiles every time you use the POS.

Once you have your POS profiles set up, you can run a sales by POS profile report. To do this, navigate to reports > order reports > sales by POS profile. 

 

 

 

 

You can filter the report even further if you wish, as well as email the report out as a CSV file.