POS Terminology
Start here! New to eCellar? Need to brush up on basic keywords and actions? Here's a great place to begin, and and learn our basic terminology on all things point-of-sale.
POS Terminology and Definitions
| POS |
Point of Sale | |
| ACP |
Admin Control Panel | |
| QuickSale | The QuickSale account is used for all orders not associated with a specific customer | |
| Search | Search for existing Customer | |
| New Customer | Add a New Customer to your database using the Uber-Form. Super-fast, and super-easy. | |
| Customer Card | All the details within a customer record including addresses, subscriptions, campaigns and purchase history. View the customer card in the POS or anywhere in the ACP by clicking on a customer's name | |
| Recent Orders | View the last 50 orders created in the POS from all terminals | |
| Billing | Billing address for the customer loaded into the POS. For a QuickSale, this will be the tasting room or physical winery address. | |
| Immediate P/U | Often called a cash 'n carry. For a QuickSale orders can only be processed as immediate pickup. You will see a plus sign (+) next to Immediate Pickup when you load a customer into the POS; which allows for additional options to create a delayed-pickup order, or a ship order | |
| Hold for Pickup | Allows the order to be processed with a future pick up date and location | |
| Ship | Create a ship order with an address chosen fro the customer card, or add a new shipping address | |
| Options | Shipping options include setting a future ship/pick up date, override shipping fees, select carrier and fulfillment | |
| QuickPick Set | Sets of product buttons for easy access to popular items in the POS. Up to eight sets of 12 quick keys can be created | |
| Product | Description of item sold. Referred to by it's Product Name or Product Display SKU | |
| SKU | Inventory SKU associated with Product | |
| Channel | Sales Channel associated with the order (also referred to as Order Source) | |
| INV Location | Inventory Location that SKUs will be pulled from when order is processed | |
| Brand | For Enterprise wineries, this drop down indicates which Brand the order will belongs to | |
| Sales Rep | Sales Rep indicates who placed the order | |
| In Person | Important for Compliance and Tax collection. This setting defaults to yes on a registered terminal and indicates the customer placed the order on-site | |
| Payment Type | How the order is paid for: Credit Card, Cash, Check or Purchase Order | |
| Split Payment | |
Two or more Payment Types on one order |
| Add Now / Add Later | A toggle that allows the user to save the order 'Now' with a credit card or add the credit card 'Later' | |
| Status | Billing Status of the payment | |
| Email Receipt | When the toggle is set to yes an order receipt will be emailed to the email address in the customer record. Receipts cannot be emailed for a QuickSale. | |
| Print Receipt | This defaults to yes on a registered terminal to print from your receipt printer | |
| Tags | A unique identifier added to the order that is used in reporting | |
| Comments | Text fields written to the order | |
| Save | Save the order without processing payment, which can be resumed later at anytime | |
| Place Order | Process payment on the order |