The first thing we want to look at is what changes do we need to make from our
current setup. First thing would be to create a new Pickup Location. The pickup
location will be listed in the receipts and transaction records so you will want to
create a Pickup Location for the address of the Event. People will want to recall
purchases and should be able to reference easily based on their receipts. Here is
how you can adjust Pickup Location: Settings > Misc > Pickup Location
Second thing you want to do is create a new POS Category called Events. This will
be the category that you use at the event. For events, since the line can be very long,
we want to be as fast as possible when finding products. We recommend not
offering more than 10 SKU’s at events and having all those SKU’s available at event
on the Event POS category. They will be easier to find and make your workflow
faster. You can also arrange the Order that it display and put the most popular
product at the very top. We want to put our staff in the best position to succeed
especially when they are in an unfamiliar environment. Here is how you can do
that: Store > Products > POS Category
Next will be your Email Receipts. All your receipts will be emailed to your customer.
So we recommend creating an Email Receipt tailored to the event that you are
attending. It can have information about the event you are both attending and tie in
their entire event experience with your winery. It also helps avoid confusions
because they may not remember what this purchase is for if they see a winery logo.
After all, they didn’t go to your winery, they simply bought one of your SKU, so
something about the event should be in this email document to spark their memory.
In this email documents, you still want the core information that is in your Order
Confirmation email. You still want OrderBlob to show the Information about the
Order. But you also want to add things about the event and customize. Here is
where you can do that: Contacts > Email Documents > Add an Email Document
You will then want to create a new Order Type called Events. This is to help you
better separate the sales you make at the Event and at your Tasting Room. We want
to make sure it is easy to separate the two revenues so creating a new Order Type is
a great way to do that. Here is how: Settings > Misc > Order Type
Now we need to tie in this email document and also your new Pickup Location and
new Order Type to your POS Profile. You will want to create a new POS Profile for
this Event. You want to add the Pickup Location and the Email Document to the
appropriate fields in your POS Profile setup. This will tie in the transactions you
place to the appropriate Receipt and record the correct Pickup Location. Here is
how you can do that: Settings > POS Profile > Adjust.
We want to use events as a chance to grow your mailing list and your overall
audience. For this we recommend using out Kiosk tools. A common incentive to get
people to fill out the Kiosk form would be contests like guess how many corkscrews
are in this jar. Or pick a number between 1-5000 and the closest wins a 46brix
membership. Something along those lines will incentivize event goers to fill out
your Kiosk. Alternatively, you can get your staff to go out to the event with iPad in
hand and ask people to fill out the form for the contest. This is what we are doing to
promote 46Brix program and we are doing a contest for a 46brix membership using
our Kiosk tool and a staff member that will roam.
Last tip of the day is how to handle cash. First off before we get started talking
about cash, we want to recommend that if possible, price your SKU’s to accept exact
change. Because as the line up get longer and longer, you may want to start
processing cash without ringing it up. Since the transactions are unrecorded, it will
not effect your Inventory. For this, we recommend that you have a piece of paper
where SKU’s for cash sales are tallied. You can print out a spreadsheet that makes it
easy for your sales rep to tally each SKU sold via cash. Once you accumulate a tally,
you will need to adjust your Inventory in Vin65 by performing a Manual Inventory
Adjustment. Here is how: Store > Inventory > Pick the SKU > Edit