What is Mobile POS?
In the System Settings, the Mobile Point of Sales tab controls some of the general functions for the mobile application (MPOS/TPOS). From this page, an admin user can configure certain features in the app, like Email and Receipt Settings, as well as update the Background Image for specific devices. A user can also manage and monitor active licenses and devices accessing the MPOS app.
Managing Mobile POS
1) In the vinSUITE admin panel, click the orange 'Settings' button in the top right of your screen. From the drop-down menu, choose 'System Settings'.
2) The System Settings will open in the work space. Click the 'Mobile POS' tab from the Settings sub-menu.
3) Edit any appropriate fields on the Mobile POS page. There are multiple smaller sections within the page will be explained in greater detail.
|Accepted Payment Types||
Payment Types for the Mobile POS are now managed in the 'Payment' tab.
For more information, please visit the System Settings: Payment Settings page.
In the Email Settings section, there is a toggle switch to 'Send Completed Order Confirmation Emails'. When the toggle is switched to "YES," the system will send confirmation emails for completed orders to the internal admin panel email address.
Note:This will include all sales that come through the Mobile POS.
|Required Billing Fields||
In this section, a user can mandate the particular billing fields a customer must fill out when checking out on the Mobile POS app. This includes:
If none of these options are selected, only the customer's first name, last name, and email address are required for a billing transaction.
Note: These setting will only apply when entering new customers.
The Receipt Settings allows the user to decide how the customer will receive receipts from transactions on the Mobile POS app. You can choose to:
Note: These receipt styles are predominantly used for Quick Sale customers who do not have any information in the vinSUITE system. Any member with a valid email will automatically receive a email receipt upon checkout.
Additionally, there is a toggle switch to 'Require a receipt at checkout'. When the toggle is set to "YES," a customer signature is required during checkout.
Note: You must click the 'Save' button in the section to save your setting.
|Add New Location||
By clicking 'Add New Location', you can enter a new place where a device is connected or located.
Mobile devices and desktops are associated with a location, so you can see the sales differences between locations. You must set up a Location in this section before it is accessible on a device.
Please visit the Mobile POS - Location Settings page for more information.
This section lists all the locations that have been enabled for Mobile POS devices. The details displayed in this list are:
Note: Multiple locations are optional unless you have Will Call locations with different tax rates.
To edit a Location, you are redirected to the Pickup Order Settings page. For additional information, please visit the Mobile POS - Location Settings page.
|Add New Device||
By clicking 'Add New Device", you can allow a new device to access your Mobile POS app.
After clicking the button, you must add a primary location and a name for the device.
This section lists all the devices that have been enabled to access your Mobile POS app. A device must be active in this list before you can select it when signing in to Mobile POS. The details displayed in this list are:
You can edit or delete a device by clicking on the Actions drop-down and selecting the appropriate icon.
Note: A device name is not tied to any particular device.
Example: If you have 4 different tablets, you can access "Napa Patio" from any of the available devices.
|Total Licenses||This icon displays the total number of licenses that a winery has available.|
|Active Licenses||This icon displays the number of licenses that are active or in use.|
The License Details section displays information about the devices accessing your Mobile POS app. The information displayed is:
Device - Identifies the device is being accessed.
Sales Associate - Determines which user/sales associate is logged in to a device.
Current Status - Displays the current status of the device (awake, asleep, etc.)
Registered On - Establishes the time and date the device accesses the Mobile POS app.
Expires - Displays the time and date when a device's access to the Mobile POS app will expire.
This is the Background Image section for Mobile POS.
Note: Entries will only be displayed in this section once a user has successfully logged in to the Mobile POS app with a specific device.
|Image||Displays the image chosen for the Mobile POS background.|
Allows the user to replace the Mobile background image.
Click the 'Choose File' button and select an image from your desktop. Then, click the 'Upload' button and your new image should appear in the Image section and your Mobile device.
Note: You can additionally search through specific sections, like Manage Devices or Active Licences, by controlling the number of entries or using the Search field.
For additional information on managing the Mobile POS app, please visit the Manager Guides help section.