**Important: First, from the sidebar, go to Settings > Manage Users. Make sure the user has the 'POS discount', 'POS Surcharge', and the 'Enable price override' permissions toggled on.

Set a Special Wholesale Price with Price Override on the POS

Staff members can override a price within the POS on the fly for a specific transaction. Once enabled, add wine to the POS cart, click on the wine price, then input the override price and click Apply.

Set Wholesale Order to Tax-Exempt on the POS

If you need to make a wholesale order tax-exempt on the POS, you can use the Modify button to do so.

Follow these steps:
1. Once you have added your items to the cart, click the 'Modify' button.
2. In the Modify window, toggle on the 'Wholesale order' option.
3. Click the 'Apply' button to apply your changes and remove the tax from the order.
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If your wholesale customer wants to pay by check, you can use the POS checkout the same way you would close out other orders. Instead of 'Card Swipe' or 'Card Manual', you will click 'Paid by Check'. Note: If you need the 'Paid by Check' payment option available, please let us know and we will get this payment option enabled for you.

To filter for orders that were paid by check, click on Dashboard > Payment Type > 'Check'. You can add internal notes if you want to include a check number or any other important information about the wholesaler.

To see a filtered view of all paid wholesale orders, click on Dashboard > Orders > Wholesale.

In the POS Home screen, click 'Open' in the upper right-hand corner to view the orders that have not been paid. You can add payment due dates in the internal notes and add 'WHL' as a unique identifier in the customer name field. This product will be deducted from inventory on VinesOS.

***Please note for Revel users only: this does not deduct inventory from Revel but will be deducted on VinesOS. Once the order is paid, it will be sent to Revel and inventory will be depleted.