Set up Staff/Manager Access & General POS Settings
Vines POS ensures secure transactions through the use of PIN logins mapped to IP addresses, and auto-logoff rules. All staff and managers using the POS are issued a PIN and that PIN is required to create new orders. After completion of an order or after a period of sixty seconds of inactivity, the employee is automatically logged out of the POS system.
POS Staff PIN Login Video Instruction
POS Login Detailed Instructions
To get to your PIN pad sign-in page for the POS, you will need to add /pos/poslogin after your VinesOS page URL.
For example, https://YOUR-URL-ONVINESOS/pos/
We recommend that you bookmark this page and save it to your iPad or desktop bookmarks manager for easy access.
POS Staff Setup
To set up a manager or staff account for your POS system, in the VinesOS sidebar, click on Settings > Manage Users. Create a new user or click on an existing user to set up a POS PIN access and related permissions. For the POS specifically, add the following:
1. Role. Make sure the user role for all POS users is set to 'Maintainer'.
2. PIN Code. Create a unique, numeric PIN code for each staff.
3. POS IP. The PIN pad access to the POS is directly tied to the IP Address where it is being used. That is, for each staff PIN , the IP Address must be added for the location where they are using the POS. This number can be entered manually or you can click on the 'My IP' button to fetch the current IP Address (automatically detected for the network you are on), but only if that is the actual IP that this specific staff will be logging in from. Additional IP Addresses can be added and labeled, then you must click the Plus (+) button to add them. REMEMBER TO SAVE The page before closing.
Adding a PIN for staff where you are at a different location from the iPad
If you are adding an IP Address, and the staff needs to identify their IP Address, they can obtain it by searching for 'what's my IP" in their browser:
NOTE: If after setup, the staff is having problems logging into the POS with their PIN, the most common issue is that their IP Address has been refreshed and changed by their Internet Service Provider (ISP). This IP Address update can happen often if their ISP has them on a dynamic IP Address. The first thing they should do at this point is reverify that their network IP Address is still the same as the one entered in their VinesOS user profile. This IP check needs to be confirmed on the same device that they are logging in from on the POS. If they discover that their IP Address is different, then the updated IP Address will need to be added to their VinesOS profile. Then save the page and try the PIN login again.
4. POS Permission. Set the permission level for the user to either Manager or Staff.
Important Note - Users granted the Staff permission will NOT have the ability to see or access the VinesOS console (via the black admin bar situated at the top of the POS).
5. POS Discount and Surcharge. Checking the POS Discount and/or Surcharge box will grant this particular staff the ability to apply discounts and surcharges to customer orders through the Modify button in the POS. These options will display or not in the Modify pop-up window, based on your selections.
Important Note - Under normal circumstances, the blue Modify button may not be needed by staff, since the POS will automatically apply customer discounts to the POS order. For example, when you are adding wines to the customer's order through the POS, and you click on the 'Customers' button and select the customer from the list, it's going to pull in the appropriate discount for that member based on the customer's membership level and according to the discounts previously set in VinesOS.
6. Enable price override. This option will allow this staff to override a price within the POS for a specific customer transaction. Once enabled, add wine to the POS cart, click on the wine price, then input the override price and click Apply.