How to Set Up a POS Profile or Multiple 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. 

Read further to learn how to setup your POS Profile or Profiles, how to use your Profiles on your POS and how to report on Sales by POS Profile.

Setting Up Your POS Profile or Profiles


To set up your POS Profile(s), navigate to settings > POS Profiles. 

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Click "Add POS Profile."

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Next, create a title for your POS profile. Then, select a carry out, pick up, and ship inventory location. If you don't have your inventory locations setup yet, click here for documentation on how to do this. 

  1. Carry Out Inventory - 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 Inventory - 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 Inventory - 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. 

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Check the box next to Default POS Profile if you decide whether or not this POS profile will be your default POS Profile.

You can also check the box next to Has Tips if you decide you are going to accept tips. If you check the the box you will be asked for 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. 


Next, you can decide if you want to require Pins for your tasting room staff. If you have multiple sales associates sharing a single POS device, you may want to enable pin's to allow them to easily switch between accounts in POS. 

If you do want Pins, you can check the box next to Allow Login via PIN. You can also decide how you want the Pin's to work. You can either force the Pin login between orders or before each charge. Learn more about setting up Pins for your staff, here. 

Check the box next to Force 'More Info' modal when clicking charge if you want staff to always fill out your specified meta data on an order before it is charged. When you enable this setting, the modal window for 'More Info' will up after clicking Charge on an order in POS, ensuring your staff enter the required meta data for the order. For more information on order meta data and how it works, click here.


Here is an example of what the More Info modal pop up looks like in POS when this setting is enabled:

 

Now you can specify product collections you want to show on your POS. Maybe you have specific product collections setup for only your tasting room.  Here is where you can add those, as well as change the order the appear on your POS screen. You can add, remove, and sort collections under the Collections Menu in your POS profile. For more information on how to manage collections on your POS Profile, click here. For more information on setting up product collections, click here.

Next, you can setup any external hardware you are using such as your Poynt terminal and receipt printer.

If you are using a chip & pin device such as the Poynt terminal, you can set that up under the Chip & Pin Devices section. Enter the chip & pin device key and title. Learn more about this configuration here. 

If you are using an external receipt printer, you can add the details under the section called Receipt Printer. Learn more about setting up your receipt printer in our documentation on integrating our receipt printers.

How Do POS Profiles Work on My POS?

After you have set up your POS profile or 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 "POS 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.

Reporting on Sales By POS Profile


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.