Creating & Managing Collections

Collections have a wide range of uses throughout the CellarPass platform. From creating a simple webpage that shows a list of products you manually selected to creating a collection of products to be displayed within the Guest Link Point of Sale app.

There are three options you can use to create and manage Collections.

Note that products must be Active and normal inventory rules apply for any of the available options.

Manual
This allows you to manually select product by product to be added in the Collection. Using the product picker to search for products and add them to the Collection and click Save. The order in which you select the products, will be the order in which the products will be displayed within the Collection.

Dynamic
The dynamic option allows you to create a search parameter based on the available fields to then have the platform automatically display the products. Simply select one of the available choices that are available to create your product selection criteria and click Save.

Point of Sale
This option allows you to manually create a “quick-pick” collection of products to be displayed in the Point of Sale app. Using the product picker to search for products and add them to the Collection and click Save. The order in which you select the products, will be the order in which the products will be displayed within the Collection. Once you have created the Collections, you can then set the order in which the Collections will appear within the Point of Sale app.

Note: The Collection title is limited to 20 characters when the Point of Sale Collection type is selected due to space restrictions.

Scheduling Collections
Limited to either manual and dynamic Collection types, you can schedule a Collection to be displayed or hidden based on a simple schedule. You can select the date and time for both the start date and end date, or leave the end date open ended, displaying the Collection indefinitely.