Learn how to recommend wines based on a customer's tasting profile and preferences.
When you add a member or registered customer to the POS, click on the name area, and you'll discover more information about their past purchases and the best wines to recommend they taste.
Add the Customer. Click in the name area to see a dropdown with more details.
General Insights
On the left-hand side, see which club the member is in, any private notes, when they last visited, lifetime value, top 3 most purchased wines, and easily apply member benefits.
Orders for Pickup
The number on the button notifies the staff how many orders are ready for the customer to pick up. Click through to process.
Declined Orders
Click through to view and process all declined orders. Reference this article.
Most Purchased Wines
Click on Most Purchased Wines to see a pie chart with a breakdown by varietal. Click on the varietal in the pie chart to quickly add to customer order.
Past Orders
Click on Past Orders to see all their past orders. You can easily print the receipt or hit 'Close' to leave the order screen.
Recommended Wines
Click on Recommended Wines to view wines based on that are currently available that you can recommend based on their past purchases and the time of the year. For example, if the customer loves sipping a sauv blanc in summer but prefers a bold, juicy cab in winter, the algorithm will recommend season-appropriate wines based on their purchasing for the relevant past season. There are a lot of other considerations that factor into our unique algorithm, including customer purchase history, related top-sellers, your custom-recommended wines based on the specific wine, and more. This feature is available as part of the VinesOS Product Upsell feature.
