Overview of POS Options

1. Basic POS Setup
   Wine club and loyalty tier tags appear in the Shopify POS customer profile by default. Staff sign up new members via a link to the club page on your own website. No additional extensions or setup required.
   
   
2. Winehub POS Connect Free POS extension that allows staff to configure a customer’s club preferences, then process payment via Tap-to-Pay or a QR code for the customer to complete the sign-up on their own device. Additional setup required - see steps below.
   
   
3. Winehub POS Connect Card Vault 
   Additional free extension available for Stripe users only. Vault a card within POS without a transaction. Also allows creation of subscriptions with future billing (ie. no transaction upon signup). Generally used in conjunction with POS connect. Additional setup required - see steps below.
   

Use Shopify Flow to automatically tag new Winehub club signups as "In-store" to help differentiate online vs. physical signups in your reporting. Use the custom attribute wh_sign_up_location in your flow setup, which is only present for POS orders.

1. Basic POS Setup (Default)

Setup

1. Go to Shopify > Point of Sale > Settings > Customise Smart Grid
2. Click Add a Tile > Link
3. Enter the full URL of your Wine Club sign-up page (e.g. yourdomain.com/pages/wine-club)
4. Label the tile clearly (e.g. Join Wine Club) and add it to your POS grid

Usage Instructions

1. To create a new membership, tap the Join Wine Club tile
2. This launches your club signup page inside the POS browser
3. Staff complete the signup form on behalf of the customer
   Note: Avoid saving personal details on shared POS devices
4. Once submitted, the customer is activated and automatically tagged as a club member
   
   

2. POS Connect

POS Connect offers two different payment types - Tap to Pay via Shopify Card Reader, or via QR code on the customer's own device. Tap to Pay is not currently compatible with 'Subscription Only' products. If your club contains 'Subscription Only' products you should only enable the QR code payment option and disable Tap to Pay in Winehub > Settings > POS Connect Settings. 

Shopify automatic discounting in POS is only available on POS Pro plans. Otherwise Winehub membership discounts need to be applied manually.

Setup

1. In Shopify Admin, go to Sales Channels > Point of Sale
2. Click Settings, then under General, choose POS Apps
   
3. Add Winehub and place the POS tile on your POS Smart Grid
   
4. In Winehub, go to Settings > POS Connect Settings and adjust options as needed
   

POS Connect not working after installation? You may need to adjust your user permissions in Shopify. Learn more.

Usage Instructions

1. Tap the Winehub POS Connect tile
2. Select New Membership
3. Choose:
   
1. Club
   
2. Fulfilment location* (first order only)
   
3. Case size
4. Delivery frequency
5. Product selection
   
4. Review order
5. Tap Generate Checkout QR Code
   
6. Customer scans the QR code to complete sign-up and payment securely on their own device
   

If the customer uses Apple Pay, Google Pay or Shop Pay, and these payment methods are enabled on your store, the customer can complete their membership signup with two clicks - no data entry needed!

*Fulfilment in POS Connect - The Fulfilment Option selected in POS Connect only affects the first club order’s fulfilment location - it signals your intended fulfilment location but it does not mark the order as fulfilled in Shopify. All QR Code club orders are still treated as Online Orders in Shopify and must manually be marked as fulfilled. Winehub will apply the following tags for reporting and segmentation:

wh_pos_sign_up: true

wh_sign_up_location: [Shopify Location ID] (e.g. 908487561234)

Tap to Pay Wine Club Signup (Beta)

This is a beta feature that uses newly released Shopify functionality. As such, there are some caveats when using this signup method.

1. You must be using the latest version of Shopify POS. Please upgrade the app before using this method.

2. 'Subscription Only' products are not currently supported. You must use the QR code method if your club uses 'Subscription Only' products

3. All wine club products must be published to both the Online Store & POS sales channels in Shopify

4. Orders will come through the POS Sales Channel (vs the Online Store), which may require changes to your reporting

5. Pickup orders need to be setup as 'Shipping' and then updated via the backend after creation

1. Create the order in Shopify POS and Add Customer to the cart
2. Tap the Winehub POS Connect tile
3. Tap the Charge Card On File button
4. Select a saved payment method (if multiple exist)
5. Tap the Process Order button
   
   

3. POS Connect Card Vault 

Setup

1. Complete the setup for Winehub POS Connect (see above)
2. Ensure the Stripe Integration is active in your Winehub Settings
   
3. Go to your Shopify POS device
4. Click Add a Tile > App > Winehub Commerce > App website
5. Add 'Go to app website' (Winehub Commerce)

Usage Instructions

1. Tap the Winehub Commerce (Card Vault) tile
   
2. Add or lookup the customer
3. Vault a credit card using the same process as in the backend (Charging a Saved Card)
4. Create a new subscription via POS without creating a transaction (Manual Club Sign-ups)
   
5. Optionally, create a one-off transaction (Charging a Saved Card)

This tile provides limited admin tools. It is intended only for card vaulting and non-transactional subscription creation.