VinesOS Training
Training Material and Videos
103 articles
- Personalize the tasting experience: pour to your customer's profile
- Add a member credit card on the POS manually, without a card swipe
- Shipping a POS Order
- Reassign Staff on open POS Order
- Manage event registrations in the POS - view, edit, charge member cards on file
- Set POS order to 'Hold for Pickup'
- Split bill process
- Customer management in the POS
- POS Receipts
- Tip reporting tied to staff PIN
- Logging into the POS for Daily Transactions
- Apply Gift Cards and Coupons on checkout through POS
- Indicators for Pickup orders (Ecommerce and Club)
- Open tabs
- Sell pre-paid tasting or event reservations and apply towards a credit on site
- CRM Basics
- Gift Card Configuration, Redemption, Management
- Editing Varietals
- POS Pin Login Behaviors
- Placing Products on Sale
- Update a registered customers' credit card
- Update a member credit card
- Using the editor - formatting text and images
- How to set up a Gift box or Bundled product
- Gift card printing for Vines OS
- Wine filters page for product management
- How to refund wine but charge for shipping on a returned order
- POS Sale button or text on order page
- Display status options for wine or products on VinesOS
- Grouping products using Product Tags
- Set a single item to count as more than one for coupons
- Exclude a product from member discounts and/or coupons
- Checkout Navigation
- Define your Club structure
- Allow New Members to Give Preferences on Sign-Up
- Customer Choice club creation and processing
- Understanding gift club order receipts
- Add a $ or % Discount on Processed Club Shipments
- Change staff who registered member
- Send emails to members or customers using VinesOS Mail or MailChimp
- VinesOS Email Pricing
- Tips on Searching for Missing Club Members or Customers
- Import Order Tracking Numbers and Update to 'Shipped' Status
- UPS Fulfilment and order status tracking
- Sell Event Tickets as Admin, Void or Change Event booking or Allow Oversell
- Table or Location Specific Reservations
- Customers can share booked events with their social networks
- Refund and return reserved seats to inventory
- Event reservation update and notification
- Free RSVP Events
- Manage RSVPs
- Void an RSVP
- Participant names