Orders & Order Management

Shipping a POS Tasting Room Order

If a customer visiting the tasting room wishes to have their order shipped to their home (as opposed to carrying out), you can easily do this while creating the order.

NOTE: A POS order cannot be split between carry out and shipping. Carry out and shipping orders have to be processed as separate orders in the POS.    


Shipping a POS Tasting Room Order

  1. From the Cart, click on the down arrow and choose the Ship Order option.Screen Shot 2024-03-21 at 4.55.36 PM
  2. Select an existing shipping address or enter a new one.
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  3. If-needed, edit the Shipping Method, override the shipping price, add a requested ship date,  enter in shipping instructions or a gift message.
  4. When you're finished, click Save Shipping.
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  5. Once shipping has been added, you can edit or remove it by clicking the same order action of "Ship Order". Or by clicking the pencil icon on the Order Summary.

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  6. Pay and complete the order.
  7. What about fulfillment? The order will not be automatically fulfilled since it is a shipping order. Depending on your integration, fulfillment may occur automatically, or you may need to manually fulfill the order.
  8. Which Inventory Location will the shipping Order deplete from? Define this setting in the POS Profile. Learn about POS Profiles here.