CompleteDTC Mobile POS app

Get started with the app

For information on app requirements and downloading and configuring the app, please read these articles:

Dashboard

Once you are logged into the app, you will see three dropdowns in the top left corner.

User: Choose the team member who is using the app. This is the team member who will get credit for the sale on reports. Users can be set up in Settings > System Users.
Store: Choose the store from which you will be adding products. If you have multiple stores set up, they determine the available products, where inventory is taken from, and the price of the products.
Session: Sessions are used to define areas. This is similar to managing tables at a restaurant, seats at a bar, spaces in your Tasting Room, or can be defined by staff names. You can navigate between them without losing the carts.

On the right side of the navigation bar, there is a button with a printer and a credit card. Tap this to connect a card reader or receipt printer to the iPad.

Left panel

On the left side of the screen, you will see all of the categories you can filter by. These categories are defined in your CompleteDTC online account. Go to More > Settings > Catalog Sections.

Center panel

The majority of the screen shows a list of all your products in the chosen category.

You can use the search bar to look for a specific item.
To the right of the search bar, click the icon to switch between a list and card format.
To add a product to the cart, tap on the product.

Right panel

This is the customer's shopping cart.

Add a current customer to the cart by click the "Customer" search bar. If the customer is a club member, their club discount will be automatically applied. For all customers, it will pull in any other necessary information (stored card, addresses, etc). By adding the customer, the session name (top navigation) will change to the customer's name. Their flags and lifetime value will also show.
Once you have added products, they will show up here. You can then update the quantity if necessary.
At the bottom you have the ability to add a promotion code. Club members' promos are automatically added but you can override it by clicking the promo name and selecting a new one.
If you have referrers set up, you can choose a referrer. Referrers can be set up in your online CompleteDTC account. Learn more about referrers here.

Checkout

Once the customer is ready, click checkout.
If you added a customer to the session earlier, their information will populate here.
If you have not added the customer yet, type their full name or email and click "Search" next to the respective field. If they are already in the system, their information will appear. Tap on the customer and the fields will automatically populate. If they are not in the system, click "Close" and manually enter their information.
Enter the customers birthday and make sure you check to verify their ID, if necessary.
Add any special instructions (seen by customer) or internal notes, if necessary.
The default shipping method is "Taken" but if they would like their order shipped or to pick up at a later date, choose the appropriate shipping method. You will then need to enter shipping information.
Once all the information looks good, click "Review Order".
Review the order and select the payment method.
The customer will be asked to sign and have the option of adding gratuity.
Once the order has been confirmed, the receipt will be emailed to the customer. You can also print the receipt.