Table Of Contents
- Table Of Contents
- How do I add or remove wine to an order that is already paid using OrderPort Six?
- Can I change the default number of guests on the Order pop-up?
- Can I make any edits to a previous day’s entries for Cash Drawer Open or Cash Drawer Close?
- What is the best way to run several orders for multiple people and use the same credit card for all orders so that it does not decline?
- You would set up an event tasting room the same way you would set up a normal tasting room.
- How do you make a product or wine "Club Only" on the Point of Sale?
- Why does the POS order display a different email than the one attached to the account?
- Can the Quick Order Feature be Disabled?
- Can I use Visa Gift cards or other credit card brand gift cards at checkout?
How do I add or remove wine to an order that is already paid using OrderPort Six?
- Go to reports
- Touch the "Order search" button. You can search by first name, last name, order number or date
- Select the order and if you select the wrong one you would select "Close this order without Making Changes."
- If this is the correct order, you would Edit the order. You can add items to the order, remove items, change item prices, add shipping, remove shipping, edit the shipping price, add sales tax, remove sales tax, add a new shipping address or change the shipping method
- While the order is open in the POS, it will appear in the manage page in red and in the admin section, it will be marked as "OpenForEditOnPOS" which will prevent the order from being edited on by multiple people.
Can I change the default number of guests on the Order pop-up?
The default number of Guests to select is a max of 12. There is the option to add or subtract as many guests as necessary but at this time the defaults are not customizable.
Can I make any edits to a previous day’s entries for Cash Drawer Open or Cash Drawer Close?
(Example) I forgot to clear out the previous day's entries for the $100 bill and the $50 bill in the Cash Drawer close. So, we show $150 in sales and that is not correct.
The system is purposely set up so that edits to the Cash Drawer are not available. You would need to notify your Accounting Department, so they can make the adjustment on their end with the appropriate notation.
What is the best way to run several orders for multiple people and use the same credit card for all orders so that it does not decline?
There are some situations where multiple orders need to be charged to one card back-to-back. The attached process outlines how to best achieve this and avoid running into situations where these transactions might be declined for various reasons such as fraudulent activity or by the card issuer. See the attached documentation.
You would set up an event tasting room the same way you would set up a normal tasting room.
Inventory > Add New > Make note that this is an event location > Save Changes.
There are no charges for an Event Tasting Room, unlike an additional physical location, which requires an extra charge.
How do you make a product or wine "Club Only" on the Point of Sale?
At this time, you cannot make a product Wine Club only on the Point of Sale. You would need to let your staff know which products are for Wine Club members or create a separate group for Only Wine Club members.
On the web store, it is possible when you set the status of the product to "Club only" (in the product details) and make Consumer inactive.
Why does the POS order display a different email than the one attached to the account?
This happens when the cashier closes an order and send a receipt to a different email address. By sending the receipt to a different address, the system updates the email address on the order with the one used on the receipt. This is an intentional design feature.
Can the Quick Order Feature be Disabled?
Yes. This can be done through OrderPort Adminisration > Point of Sale module > Settings > Check/Uncheck the box next to "Quick Order." > Save Changes.
Afterward, you would log off and in to the app to apply these changes. You can also reload the catalog manager for the same results.
Can I use Visa Gift cards or other credit card brand gift cards at checkout?
Yes, you can accept card brand gift card Gift cards on the OrderPort Six app. OrderPort Payments powered by Stripe has a Return balance system that allows you to verify the current balance of the gift card. The way this feature works is that every time the gift card is swiped/charged it initiates a sale and not an authorization.
Non -Contactless
In OrderPort there are two settings for how payment will take place. This can be adjusted in the Point of Sale module under settings. If you do not have the contactless feature enabled then when a credit card sale is done we issue and Authorization and a Settlement after the tip. Since Credit card Brand Gift cards always Initate a sale you will have Two Sales and a Reversal. Please see the example below.
Ex: I have a ten-dollar charge and a 5 dollar tip. The Gift card will be charged $10 dollars. It will then reverse that $10 charge and issue a $15 dollar charge.
Contactless
In OrderPort there are two settings for how payment will take place. This can be adjusted in the Point of Sale module under settings. If you have the contactless feature enabled then when a credit card sale is done tip is selected prior to inserting the card. This means there will be one charge which is both the authorization nd settlement. For using Credit Card Brand Gift cards this is the optimal setting because no reversal will need to be issued. Instead, there will be only one charge issued.