Creating POS PINs

PINs Allow Tasting Room Employees to Easily Switch Between User Accounts in the POS

If you have multiple sales associates sharing a single POS device, it may be useful to enable PINs on your POS. 

The POS system can also be configured to request a PIN before processing each new Order - or after the completion of every Order.

In This Article

1. Step 1: Enable the PINs Feature On Your POS profile (VIDEO)
2. Step 2: Creating PINs for your POS Staff (VIDEO)
3. Using PINs on the POS (VIDEO

Step 1: Enable the PINs Feature On Your POS Profile

The first step is for an Admin Owner to head over into the POS Profile.

1. In the Admin Panel, and go to Settings > POS Profiles. (Only an Admin Owner user can enable PINs).
   
2. Select the applicable POS Profile(s). Note that you will need to activate this feature for each POS Profile where you would like to use PINs. 
3. Scroll down to the Advanced Section.
4. Toggle 'Employee PIN Login' to ON.
5. Check the boxes if you want to require PIN before every Order payment and/or after each completed Order.
6. Click the Save button.
   

Step 2: Creating PINs for your POS Staff.

Each employee will create their own PIN. 

1. Have each Sales Associate log in to the POS.
2. Click the circular profile icon in the upper right (it will have their initials).
3. Choose My Profile in the dropdown menu.
   
4. In the User Profile, click the Edit PIN button.
   
5. Create and confirm the PIN.  It must be a minimum of 6 characters - and can contain letters and/or numbers.
6. Click the Save PIN button.

Using PINs in the POS

Once PINs are enabled on a specific POS Profile, Users can quickly and easily switch between sales associates (example: shift-changes). Also, depending on the POS Profile settings, they may also be prompted to enter PINs upon completion or an Order or prior to taking payment.

1. Click the circular profile icon in the upper right (it will have their initials).
2. Choose Switch User in the dropdown menu.
   
3. New User should enter their PIN and click the Log In button. They will now be inputting Orders under their User Profile.
   
4. If you have enabled the Require PIN before Order Payment option Users will be prompted to enter their PIN upon clicking the "Charge Order" button.
   
5. If you have enabled the Require PIN after completed Order option, upon completing an Order, Users will be prompted to enter their PIN.