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    Winery POS software that keeps tasting room, wine club, and DTC on one Salesforce record

    Run tasting-room sales, wine club, and case and direct-to-consumer (DTC) orders inside Salesforce, so every purchase and club renewal stays on the customer record. Eposly is built for wineries that run on Salesforce.

    What is a winery POS system, and can it run on Salesforce?

    A winery POS system takes payment across the tasting room, the wine club, and direct-to-consumer orders, and records each sale against the customer. A Salesforce-native one executes the transaction inside Salesforce, on the customer record, so tasting-room sales, club renewals, and case orders all stay on one record instead of a separate POS database. In short, Eposly is winery POS software for Salesforce, built for wineries that run their customer relationships on Salesforce and want the transaction to execute there too.

    How Eposly POS fits wineries

    A winery earns from the same customer in several ways: a tasting-room visit, a wine club that renews over time, and case or DTC orders in between. The revenue isn't one purchase; it's turning visitors into repeat buyers and club members, and that relationship usually already lives in Salesforce.

    When the tasting room and club run on a separate POS, only partial data comes back, and the club member, the tasting-room buyer, and the DTC customer end up as three disconnected records.

    Eposly POS executes the transaction inside Salesforce, on the customer record, so tasting-room sales, scheduled club renewals, and case and DTC orders all land on one record as they happen. It complements your production, inventory, and shipping-compliance systems, all in Salesforce.

    Why wineries outgrow a standard retail POS

    Standard retail POS is built for fast, anonymous checkout. Wineries sell differently.

    Standard retail POS
    Winery
    Anonymous checkout
    Named tasting-room guests and club members
    One-off sale
    Wine club that renews on a schedule
    In-store only
    Tasting room, club, and DTC on one customer
    Payment only
    The relationship is the asset
    Customer data split across systems
    Complete customer history in Salesforce

    That is why Salesforce-based wineries want the transaction to execute where the customer relationship already lives.

    Tasting room, wine club, and DTC on one record

    Winery POS on Salesforce: tasting room, wine club, and case and DTC orders all on one Salesforce customer record, with member 360 reporting.

    A winery earns from the same customer across the tasting room, the club, and DTC. This shows how Eposly keeps every one of those on a single Salesforce customer record.

    What you get and how Eposly works on Salesforce

    • Tasting room POS on the customer record

      Every tasting-room sale completes in Salesforce, on the guest's customer record, so the visit, the purchase, and the payment stay together.

    • Wine club, collected on a schedule

      Run [wine club renewals as scheduled payment collection](/product/capabilities/payments) on the member record. This is payment collection against the customer's Salesforce record, not subscription billing or revenue recognition.

    • Case and direct-to-consumer orders

      Take case orders, reserved releases, and direct-to-consumer purchases on the same customer record the tasting-room and club sales live on.

    • Assisted selling with member context

      [Sell with the guest's club status](/product/capabilities/assisted-sales), preferences, and purchase history on hand, and record the result against the customer in Salesforce.

    • Deposits and partial payments

      Take a deposit or partial payment on a reserved release or club shipment, and collect the balance later, all on the customer record.

    • Complete customer history

      Every sale enriches one customer record, so club, tasting-room, and DTC purchases and member history sit in one place, turning first-time visitors into repeat buyers.

    Salesforce-native by design

    Eposly is built to execute the winery transaction inside Salesforce, on the customer record, rather than in a parallel POS database.

    • Transaction records are created in Salesforce

      Tasting-room, club, and DTC transactions are created in the same Salesforce environment used for the wider workflow.

    • The existing customer record stays central

      Eposly uses the existing Salesforce customer record rather than creating a separate POS customer database.

    • Payment credentials stay with the payment provider

      The connected PCI-compliant gateway handles and tokenizes card details, while Salesforce stores the operational transaction record.

    Customer proof

    One payment experience, from vineyard to tasting room

    Pearl Morissette, a boutique Ontario winery, uses Salesforce as its customer platform and Eposly for transaction execution, so sommeliers take payments in the tasting room, in the vineyard, and at off-site events, with every sale recorded on the Salesforce customer record. It gives them one view of every customer, every bottle, and every sale.

    Questions buyers ask

    A winery POS system takes and records payment across the tasting room, the wine club, and DTC orders. A Salesforce-native one executes the transaction on the customer record inside Salesforce.

    Salesforce on its own is a CRM, not a POS. Eposly adds transaction execution, so tasting-room sales, club renewals, and DTC orders all run on the Salesforce customer record. That lets a winery run point of sale inside Salesforce without a separate POS database.

    Yes. Wine club renewals are collected on a schedule against the member's Salesforce record. This is scheduled payment collection on the record, not subscription billing or revenue recognition.

    No. Eposly owns transaction execution inside Salesforce and complements those systems rather than replacing them.

    Yes. Tasting-room, club, and DTC sales all execute on the same Salesforce customer record, so the member view stays whole.

    Wineries sell the same named customer repeatedly, across a tasting room, a renewing club, and DTC, so the transaction needs to carry the relationship, not just a total.

    Salesforce manages the customer, reservation, and event workflow; Eposly executes the transaction on the customer record. A guest who books a tasting or attends a club event checks out on the same record their history lives on.

    Explore capabilities and use cases

    Ready to run the winery inside Salesforce?

    Eposly fits wineries that run on Salesforce, sell through the tasting room, run a wine club, and take case or DTC orders, and want every sale on one customer record instead of a separate POS. It is not built for anonymous high-volume checkout, and it does not replace your production, inventory, or shipping-compliance systems.

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