Set up the POS to sell wine by the glass, the flight, as a bottle to go, or as a bottle on site.
​

In the VinesOS wine product settings, you can establish different price points for a bottle to go versus a bottle sold for on-site consumption. Below is an example view of how the POS will display wines that have been set up to be offered as bottle-to-go and/or bottle-on-site.

​

To offer a wine with both bottle on site and bottle to go separate pricing, just set a price in both the Bottle to Go and the Bottle On Site. Example:
​
​

To set a wine to be sold by the glass in the POS, you will need to set a price for that option. The price for wine by the glass can be set either as a default for all wines sold by the glass or for individual wines.

On the wine page, set On Premise Glass to Yes. This will make it appear on the POS in the list of wines you sell by the Glass.

To set a default volume for all glasses of wine in the POS, go to Dashboard > Settings > Wine. Set the Default Glass Volume to the decimal representing the amount of a full bottle, such as 0.2 if you pour five glasses from a bottle or 0.25 if you pour four glasses.

To set a default price for all glasses of wine in the POS, go to Dashboard > Settings > Wine. Scroll to the price section and enter the 'Default Glass Price $'. Note: If you input a custom price for an individual wine, it will override this default price.
​

Go to edit an individual wine, scroll to the Price section, and look for the Glass field. Set your price there and save the page.
​

Create wine flights to sell to customers and members through the POS. All flights that are created are displayed in the POS under Wine.
​

When a flight is added to the POS order, the wines included are displayed on the line item:
​

To set a default pour size for each of the wines that are included in a flight, go to Dashboard > Settings > Flight. Look for the option called 'Default pour volume', and enter a decimal value in ounces (e.g., .04). Example pour settings
.02 of a bottle = a .5 ounce pour

.04 of a bottle = a 1-ounce pour

.06 of a bottle = a 1.5-ounce pour

Note - IF you would rather set individual pour volumes for each wine in the flights, you can do so when you create your flights. For example if you pour a smaller amount of a reserve wine, you can enter it on the flight when you set it up.
​
​

Next, to create a flight of wine, go to Products > Flights.

Select the button at the top of the page called 'Add Flight'.

Enter the flight name, pricing, discounts, and all fields indicated below. Set Inventory to 'Disregard inventory' (It will still track it and deplete it from inventory, it will just tell the system not to look for a bottle amount and mark it sold out on POS).

Next, click the 'Products' tab on the page to begin adding wines. Enter part of the name of the wine you want to add to the flight in the Search bar to pull up results.

1. Search for the products that you want to add to the flight.
2. Enter the pour volume. By default, it will show the amount set in the default pour volume from your Wine Settings page.

3. Set the order for display when it is added to the POS. (Note: set large number increments like 10, 20, 30, 40 so you can add to it in the future without renumbering all, for example, adding a new white wine and giving it the number 15 to display in the second place.

4. Select the type of flight to build:
​'Customer Chooses' - The customer chooses a specific number from the available wines. For example, if you have a total of 10 wines available to include in the flight, and you have set the number to '4', in the POS, the customer must choose 4 of the 10 available to build their flight.
​'Include All' will automatically add all of the wines included in the flight to the Cart.

'Include Any' allows the customer to choose from any of the glasses available in the flight list, and the staff does not need to add a required number or have a maximum number.

5. Save your product settings for the flight.

If the flight is set to include all wines you select, it will display on the POS like this:

If you allow the customer to choose their flight, it will display like this:

And then will show the selected wines on the POS like this:

To create a flight that includes a set group of specific wines, go to Products > Flights, and at the top of the page, click 'Add Flight'. Configure your standard options in the Content section, then:

1. Click the ‘Products’ tab on the page, search for wines, and add wines to be included.

2. If you haven't already set a default wine pour size for your flights, set the volume (e.g., .04 ounces) for the individual pours for each wine that you add.

3. Tick the check box ‘Include all’. Doing so establishes the wines added as a pre-determined group of wines for the flight. All of these wines will be added when this flight is added to an order. Example:

​

To create a flight that can be customized on behalf of the customer by staff, add enough wines to make a larger list, then enter a maximum number of wines (e.g., the customer chooses: 4). Example:
​

In the above setup, the admin specified that the full list of seven wines will be presented, but the flight must be configured by selecting only four wines.

Create a tasting or sampling menu, using all the same options as above, but with the ANY setting, the staff can allow the customer to choose any of the added wine, without restriction.

This is particularly useful for tracking extra tastes or pouring non-member benefit flights or tastings that don't count as the member benefit, such as the "2 tastings monthly". You can also use this for VIP customer pours, where it is not being counted as a regular member flight. The inventory will still be depleted, and you can set the tasting to be a different volume.

Various discounts and coupons can be configured to be applied automatically to POS orders. They are as follows:
​
1. Product Type Discount: As with wines sold online, the POS will also automatically apply certain discounts that have been set up at the wine, flight, and tasting product type level. Go to Dashboard > Settings > Select your product type.
​
2. Item Level Discount: Member, and non-member discounts and sale prices can be set at the item level. For example, for flights, go to Products > Flights > Select your flight product. In the price section, set the regular price field for the tasting fee, a non-member sale price, and/or set a member sale price.
​
​

3. Coupons: Coupons can be applied for just about anything. There are specific settings for applying coupons in the POS to flights, wine by the glass, and by the bottle. When setting a coupon for one of these specific product selections, add a new coupon and then scroll down to the bottle section where you will see the following:

Complimentary Flight Settings

If you want to offer a complimentary tasting flight to your customers when they purchase a certain amount of wine or other products, you can use the Comp button. To enable this Comp feature, from the VinesOS sidebar, go to POS > Terminals and toggle on the 'Enable Comp Flights' feature. Save the page.

When you add the flight to the order, then click the Comp icon, a modal window will pop up and you can set the number of flights to Comp.

Price Override Settings

If an admin user has the Enable price override feature enabled in their profile, they can override a price within the POS on the fly for a specific transaction. To enable this feature, from the VinesOS sidebar, go to Settings>Manage Users>Click on the user>scroll to the bottom and toggle on ' Enable price override'.

Once enabled, add wine to the POS cart, click on the wine price, then input the override price and click Apply.

You can set up member benefits, such as free complimentary tastings, according to a frequency schedule for each wine club. To add set a specific number of tastings for members to be shown as the Member Benefit, go to Clubs > select the club. Click the Member Benefits tab at the top.

Select the frequency that you'd like the member benefits to be refilled on the profile. For instance, if your club structure allows for 4 free flights per month then you'd set the frequency to 'Monthly'.

Daily: applies daily. Member can visit each day and receive the number of comp flights.

Weekly: applies weekly; member receives the comp flight once a week. This resets 7 days from when the first benefit was redeemed.

Monthly: applies monthly. Member receives the comp flight once a month. It resets on the first of the month.

Monthly Calendar: applies monthly. Member receives the comp flight once a month. It applies monthly from the last day the benefit was used. For example: if a member uses the comp flight on June 13, the next comp flight will be available to use on July 13.

Bi-Monthly: applies every other month. Member receives the comp flight once every other month. It resets on the first of every other month.

Quarterly: applies quarterly. Member receives the benefit based on annual calendar quarters: Jan-Mar / Apr-Jun / Jul-Sep / Oct-Dec.

If you want to allow unused benefits to roll forward and be added to future periods, you can do so by setting this option at the top of the Member Benefits page. For example, say that members of your Gold Club receive one free tasting per month, but this month one of those members did not come in for their free tasting. If you had set the benefit to carry forward for a period of two months, next month or the month after that member could come in and receive two free tastings.

Decide which product types you would like to offer as member benefits. It could be bottles, glasses, flights, tastings, etc.

You can also configure scenarios for different products with a maximum quantity. For example, if you set 2 glasses and 2 flights with a 'Max Benefits' of 2, the system allows the customer to choose whether the benefit applies to glasses or flights. However, they can only receive a maximum of 2 free items per quarter in this scenario.

On the POS home screen, you can easily apply benefits through the member profile. If a maximum benefits limit is set, members can change their choice during the order. For instance, if members want to swap their free glasses for free flights, simply access the customer profile and click 'Reset Benefits'.

** Please Note: Max Benefits not appear on default installation. Inquire with support to add to your site.

5. Option to not Deplete Member Benefit

Member tastings can be set to not count as a member benefit flight but will still pull accurately from inventory. For example, one of your VIP customers asks for an extra taste of your cab, or the owner's friend drops by and wants a splash of 3 faves. Simply ring it in, for free, and it will deplete from inventory but not count as the member flight.
To enable this option, in the flight edit page, pricing section, look for 'Does not deplete Member benefit' and check that option. Then Save.
​
​

5. Apply Member Benefits on the POS

On the POS, start a new order and add the member. A prompt will inquire whether you want to apply the complimentary item and it will show as a Member Benefit according to the number of free member tastings allotted, based on the frequency that you have set. So for example, if we were to set 2 free member flights per week for our White 6 Bottle Club, that free benefit would be reflected in the POS order for the first two added, and any additional tastings added would show a charge.
​
​

The Member Benefit prints on the receipt to ensure the member realizes the perk!

Also, if additional wine is on the order and it is discounted, it will be shown along with the member benefit so the customer A) sees the total value of the order, and can tip based on the order total if they choose to, and B) see the total savings based on membership.

Here is a sample receipt with tip line, which prints after the card is authorized. Note - the suggested tip is based on the non-discounted amount (i.e., Subtotal), so that staff still gets the appropriate tip:

Here is the receipt for the final sale, including the tip.

Your product inventory will accurately deduct the precise fraction of each wine product sold in a flight. For example, if a flight is sold that includes a Cabernet product with a preset .04-ounce pour, your inventory count will be reduced by exactly .04 ounces. Learn how to Track Inventory