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System Settings: Mobile POS

What is Mobile POS?

In the System Settings, the Mobile Point of Sales tab controls some of the general functions in the mobile application. 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 that can access their Mobile POS 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.

Mobile_POS_Sub-Menu.jpg

 

3) Edit any appropriate fields on the Mobile POS page. There are multiple smaller sections within the page will be explained in greater detail.  

General Settings

             Mobile_POS_-_General_Settings.jpg

A.png  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.

B.png  Email Settings

In the Email Settings section, there is a toggle switch to 'Send Completed Order Confirmation Emails'. When selected, this switch allows the system to send confirmation emails for completed orders on Mobile POS.   

Note: You must click the 'Save' button in the section to save your setting.  

C.png  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:

  • Address
  • Second Line for Address
  • City
  • State
  • Postal Code
  • Company
  • Phone
  • Email Address

If none of these options are selected, only the customer's first name and last name are required for a billing transaction.  

Note: You must click the 'Save' button in the section to save your setting.  

D.png  Receipt Settings

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:

  • Print the receipt
  • Email the receipt 
  • Choose the receipt style at checkout per the customer's preference

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 recieve a email receipt upon checkout. 

Additionally, there is a toggle switch to 'Require a receipt at checkout'. When selected, this switch requires one of the receipt styles at checkout. 

Note: You must click the 'Save' button in the section to save your setting.  

 

Manage Locations

 Mobile_POS_Locations.jpg

A.png  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. 

B.png  Location Details

This section lists all the locations that have been enabled in your Mobile POS app. The details displayed in this list are: 

  • ID Number
  • Name of the Location

Note: To edit a Location, you are redirected to the Pickup Order Settings page. For additional information, please visit the System Settings: Mobile POS - Pickup Order Settings page. 

 

Manage Devices

 Mobile_POS_Devices.jpg

A.png  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.  

B.png  Device Details 

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: 

  • Name of the Device
  • Location of the Devices
  • If the device is in use

Note: You can edit or delete a device by clicking on the Actions drop-down and selecting the appropriate icon. 

 

Active Licenses

Mobile_POS_Active_Licenses.jpg

A.png  Total Licenses This icon displays the total number of licenses that a winery has available. 
B.png
 
Active Licenses This icon displays the number of licenses that are active or in use.
C.png  License Details

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.

 

Background Image

Mobile_POS_Background.jpg

A.png  Background Image

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. 

B.png  Image Displays the image chosen for the Mobile POS background. 
C.png  Replace Image

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. 

Mobile_POS_Search.jpg

 

For additional information on managing the Mobile POS app, please visit the Manager Guides help section.

 

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