Set up Locations
Multiple permanent and temporary locations can be easily added and managed in VinesOS. Note: Shipping has limitations. Do not toggle on 'shipping' and/or 'club shipping' for multiple locations. Please read below to see how this all works.
To add a new location, go to Dashboard > Inventory and click the 'Locations' button in the upper right of the page.
Click the New Location button at the top right of the page, then complete the following fields.
Title: Add a title for the location. This can be a real physical location or a virtual location, such as a Farmers Market.
Description: Add an optional description for this location.
IP address: Add your IP address for the location. You can capture that from your user profile at Dashboard > Manage Users or go to https://whatsmyip.com/ and input the IP address shown.
Note: If you are tethering to a mobile device's IP address, your WiFi IP address will change every time you connect to a different hotspot or WiFi access point.
Your default location is listed in the POS sidebar at the bottom. If needed, you can select a different location for the POS order from the drop-down list.
Pickup: Select 'yes' if customers can pick up orders at this location. If 'yes', then this location (i.e., title name) will be displayed as a pickup location option on the e-commerce checkout page and the club sign-up form. Inventory will be pulled from this location for orders picked up from the location with this IP address.
Shipping: Select 'yes' if shipping from this location. Only designate Shipping for one location. If toggled on, all shipped orders will pull inventory from this location. If your club orders will be shipping from a different location, you can specify that below in Club Shipping. For example, this particular wine's fulfillment has shipping tied specifically to one location only:
Club Shipping: Select 'yes' if shipping club orders from this location. Designate Club Shipping for only one location. If toggled on, all shipped club orders will pull inventory from this location.
Note: Club orders for pickup will pull inventory from the location that the member set to pick up from. The Club sign-up page will show the options for the locations where 'pickup' is toggled on. Inventory will be pulled from that member's specified location.
Show: If checked, this location will appear available for pickup on the e-commerce checkout page and club sign-up form. However, if you have a temporary location (e.g., a farmer's market), you may not want to show it.
Temporary Locations
If you need to temporarily move inventory from a physical location to a short-term or virtual location, such as for a farmers market, you can create a location to serve that need. The IP address set for this location needs to be unique, so you would likely tether your iPad to your phone's IP address or use a public Wifi to set this.
Leave the 'Show' box unchecked, as you will most likely not want this temporary location showing as a location available for pickup on the e-commerce checkout page or club sign-up form.
Manage existing locations
Go to Settings > Product Settings and click the 'Locations' button in the upper right of the page. You will see a full list of the existing locations. Click on any one of the locations listed to edit the options within.
Removing a location
If you need to remove a location, place a checkmark in front of the location that you want to remove, then click the 'Delete selected' button. Be careful deleting Locations. You will not be able to report on deleted locations.