Training Videos/Articles: Tasting Room Associate and How to Use the POS

Are you new to Commerce7? Are you a Tasting Room Associate? Then you're in the right place

Welcome! Start right here!

Table of Contents for this Article

Getting around in Commerce7: General Architecture & Orientation

How to Use the POS (VIDEO SERIES)

POS Orders / Order Management

Using the tDynamo POS Device? Learn How to Use It

POS FAQs

Getting around in Commerce7: General Architecture & Orientation

• Want to see more? See videos for all Menu Tabs here. 

How to Use the POS (Video Series)

• How to Use the Commerce7 POS (VIDEO SERIES)

  • Overview of POS Navigation

  • Processing Orders on the POS
  • Refunds & Exchanges
  • Creating a Pickup Order
  • Mark an Order as Picked Up
  • Creating a Shipping Order
  • Add a Customer to a Club
  • Making POS Order in Lieu of Club Shipment
  • Enabling Tips
  • EMV Screen/Sync
  • Creating/Enabling PINS
  • Reporting

• Switching POS Profiles

POS Orders

Creating POS Orders

• Shipping a Tasting Room Order POS
• Creating a Pickup Order on the POS
• Processing an Order on the POS
• Paying with Multiple Tenders on the POS
• Receipts on the POS
• Assigning a Table to a POS Cart

Refunding POS Orders

• Refunding and Exchanging

Creating/Processing Club Memberships via POS

• Creating a Club Membership from the POS
• Processing a POS Order in Lieu of upcoming Club shipment

Tasting Room Management Features

• Closing Out the POS & Clearing Open Carts

POS - FAQ

• What is the best way to manage my tasting room pours, breakage etc?
• Can we bypass compliance checks on POS orders?
• Is there a way to Refund or Exchange an item for another item on a processed order?
• Why is the Email Finder feature displaying email address of a friend or family member of the customer instead of the customer's email?
• How long should printing a POS receipt take?
• POS Payment FAQs & Best Practices