POS Terminology
Here the basic terminology of the Point off 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 |