---
title: "Winery POS System for Salesforce | Eposly"
url: https://eposly.io/industries/healthcare-and-services/winery-pos
description: "Winery POS that runs inside Salesforce. Take tasting room, event and wine club payments against the customer record, and collect club fees on a schedule."
lang: en-GB
---

Premium in-person services

# The winery POS that runs _inside Salesforce_

Take tasting room, event and wine club payments directly in Salesforce. Your team sees each guest's club status and purchases while they sell.

Try the interactive demo (https://eposly.io/demos/interactive-eposly-demo)

Image: A case of reserve wine on a club member's order in Eposly on iPad, with her club tier on the order (https://eposly.io/images/industries/wineries/winery-02-hero-step2-build-order.png)

Order recorded against the customer record

Eposly brings winery sales and payments directly into Salesforce. Staff sell in the tasting room, in the vineyard and at events on iPad or mobile, with the guest's club status and purchases in view. Wine club membership fees are collected on a schedule from the member's saved card, and every sale is recorded against the customer record in Salesforce.

- Guest club status and purchases in view during the sale
- Sell in the tasting room, the vineyard and at events with a connected card machine
- Wine club membership fees collected on a schedule from the member's saved card

In the tasting room

## What makes winery retail different from general retail?

A winery sells to the same guest again and again.

### The guest is known

Visitors, club members and repeat buyers expect the team to remember what they bought last time.

### The sale is not always at the counter

Sommeliers sell in the tasting room, in the vineyard and at off-site events.

### The club renews on a schedule

Club membership fees come in over months and years, not in one sale.

### Releases are reserved ahead

Allocations and new vintages are often part-paid before they are ready.

### Orders come in between visits

Buyers order by phone and email and expect the same service as in the tasting room.

A reserved release

## How does Eposly handle a reserved release from the tasting room?

One open order on the guest's record, from the tasting to pickup.

1. 01
   ### Open the guest
   Start the order on the guest's record, or create one, and find the wine with stock in view.
2. 02
   ### Build the order
3. 03
   ### Take the deposit
4. 04
   ### Collect the balance
5. 05
   ### Keep the history

Try the interactive demo → (https://eposly.io/demos/interactive-eposly-demo)

Image: The Eposly screen for the selected step (https://eposly.io/images/industries/wineries/winery-01-step1-open-guest-find-wine.png)

### What is a winery POS system?

A winery POS system takes payment in the tasting room, at events and for club and phone orders, and records each sale against the customer record. Eposly does this inside Salesforce, so the sale is created on the customer record your team already uses.

## Every winery sale, connected in Salesforce

Tasting room sales, club membership fees and case orders are recorded against the customer record in Salesforce.

Image: Tasting room, wine club and case orders recorded against the customer record in Salesforce, feeding member and revenue reporting (https://eposly.io/images/industries/wineries/salesforce-winery-pos-customer-record.webp)

## What should a winery POS handle?

A winery needs to

How Eposly handles it

Capability

Know the guest at the tasting bar

Club status, purchases and preferences on the customer record during the sale

Assisted Sales →: https://eposly.io/product/capabilities/assisted-sales

Sell anywhere on the estate

iPad and mobile app with a connected card machine, in the tasting room, the vineyard and at off-site events

Transaction Execution →: https://eposly.io/product/capabilities/transaction-execution

Collect club membership fees on a schedule

Recurring payments on the member's saved card, with failed collections flagged for follow-up

Payments →: https://eposly.io/product/capabilities/payments

Apply club pricing

Your Salesforce setup can hold member pricing, and Eposly applies it as the order is built

Configuration and Pricing →: https://eposly.io/product/capabilities/configuration-pricing

See stock across the estate

Stock across the tasting room, store and events while building the order, with the Inventory module

Multi-location POS →: https://eposly.io/product/capabilities/multi-location-pos

Use purchases for releases and allocations

Every sale is in Salesforce, ready for reports, segments and Marketing Cloud campaigns

Intelligence →: https://eposly.io/product/capabilities/intelligence

Payments

## How do guests pay at a winery?

- **Bottles and tastings today**Card, cash, gift card or a split, in one step.
- **In the vineyard or at an event**Card on a connected card machine, from iPad or the mobile app.
- **Reserved release**Deposit at order, balance when the release is ready.
- **Phone or email order**Payment link for part or all of the amount.
- **Wine club membership feesNew **A recurring schedule on the member's saved card. The first payment can be taken at sign-up, and each payment is recorded against the member record in Salesforce.

Recurring schedules run with a supported payment provider.

How payments work in Eposly →: https://eposly.io/products/payments

Image: Setting up scheduled club payments on a member's saved card in Eposly (https://eposly.io/images/industries/wineries/winery-06-payments-recurring-setup.png)
Image: Schedule details: frequency, start date and amount per payment (https://eposly.io/images/industries/wineries/winery-07-payments-schedule-details.png)
Image: Confirmation that the payment schedule is active (https://eposly.io/images/industries/wineries/winery-08-payments-plan-created.png)

> Eposly enabled us to connect our vineyard stores, our website and tasting rooms all to Salesforce. Not only the data we captured helped us provide tailored wine recommendations to our patrons.

Milton Mednick, Managing Director, Pearl Morissette

Image: Pearl Morissette (https://eposly.io/images/industries/wineries/logo-pearl-morissette.png)

A boutique Ontario winery whose sommeliers take payments in the vineyard store, the tasting room and at off-site events, on iPad and mobile with a connected card machine.

**5.0** on Salesforce AppExchange

Read the Pearl Morissette story → (https://eposly.io/customers/pearl-morissette)

## Where do wineries fit within premium in-person services?

Wineries are one of the businesses Eposly serves as a POS for service businesses (https://eposly.io/industries/healthcare-and-services): a known guest, an assisted sale and payments that continue after the visit.

Main industry page**Premium in-person services and healthcare**Back to services →: https://eposly.io/industries/healthcare-and-services
Memberships and classes**Gyms and fitness**Learn more →: https://eposly.io/industries/healthcare-and-services/gyms
Country and private clubs**Members' clubs**Learn more →: https://eposly.io/industries/healthcare-and-services/members-club-pos

Winery POS one-pager

## Take this page to your team

The key points from this page in one document to share with your team.

By downloading, you agree to our privacy policy (https://eposly.io/privacy).

## Questions buyers ask

Does Eposly handle wine club and recurring payments?

Yes. Set up a club schedule on the member's saved card, with the frequency, start date and amount, and a stop rule or none. The first payment can be taken at sign-up. If a collection fails, the schedule pauses, the reason is recorded and the member is flagged for follow-up in Salesforce. This is scheduled payment collection, not subscription billing or revenue recognition.

Can the tasting room and DTC run on one record?

Tasting room, event, club and phone or email orders taken in Eposly are all created in Salesforce against the customer record. If your online store writes its orders to Salesforce, those sit on the same customer too.

Does Eposly replace inventory, production or shipping-compliance systems?

No. Eposly runs the sale and the payment in Salesforce. Your production, inventory and shipping-compliance systems carry on as they are, and product data can sync into Salesforce from them.

## Bring your tasting room sales into Salesforce

See how a point of sale runs inside Salesforce.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo
Read the Pearl Morissette story →: https://eposly.io/customers/pearl-morissette
Talk to us →: https://eposly.io/contact

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