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Get started with the POS app

Sign in to the Vinosoft POS app and let the iPad load its settings and articles from the CRM.

The POS app gets everything it needs from your Vinosoft CRM. You sign in once with your CRM account, and the app loads the device settings and the articles you sell.

Before you begin

  • You need a Vinosoft user account (email and password) with access to the POS.
  • In the CRM, register the iPad as a POS device under Configuration → POS Devices and give it a client address. Sales are booked to that address. Without it, the first sync stops with a message telling you to configure it.

Sign in

  1. Open the Vinosoft POS app.
  2. Enter your email address and password.
  3. Tap Log In.
The Vinosoft POS login screen with the email and password fields and the blue Log In button.

Device setup

After you sign in, the Device Setup screen loads two things from the CRM:

  • Settings: payment options, shift mode, receipt logo and other device settings.
  • Articles: the products, categories and prices you sell.

Each row shows Syncing… and then Synced. Settings load first. Once they're done you can tap Continue, and the articles keep loading in the background.

The Device Setup screen: Settings shows Synced, Articles shows Syncing…, and Continue is in the top right.

Staying signed in

  • Under Settings → Security Settings, you can turn on Enable Touch ID Unlock to unlock the app with your fingerprint instead of your password.
  • The app logs you out automatically after 15 minutes of inactivity.
  • To sign out yourself, tap Log Out on the dashboard or on the Profile tab.

Next: Open and close a shift

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