Toast POS Integration

Toast is WineView's primary point-of-sale integration. It connects each tasting room or restaurant to its own Toast restaurant, syncs inventory in both directions, lets members pick up wines at the terminal, and (when you have a Rewards Program) exposes a Charge to card on file tender for staff to apply to a check.

Toast is a location-specific integration. Each location connects independently using its own Location ID. If you have multiple locations, repeat the setup for each one.

The Toast page lives at Dashboard → Integrations → Toast (/dashboard/integrations/toast). Use Learn more in the page header to return to this article at any time.

What Toast Enables

Once connected at a location, Toast provides:

Inventory sync — Wines you sell on Toast appear in WineView with stock counts, and your WineView allocations push back to Toast so terminal staff see live availability.
POS Terminal Pickups — Members can claim their next shipment as a pickup at the Toast terminal instead of having WineView hold inventory in the back office.
Automatic Charge Adjustments — When a pickup at the terminal differs from the original shipment value, WineView can charge the difference (or issue a credit) without manual intervention.
Card on File Tender — When you have an active Rewards Program with Card on File set to Optional or Required, Toast exposes a Charge to card on file tender option that authorizes the customer's saved Stripe card.

See Loyalty and POS redemption for the staff-facing redemption and Card on File flows.

Connecting Toast

When the integration is not connected, the page shows Connect Toast POS with three setup cards.

Step 1: Copy your Location ID

The first card, titled Your Location ID, displays the WineView location ID for the location you have selected in the sidebar:

The Location ID is shown in a large monospace box.
A Copy button copies it to your clipboard.
The currently selected location name is shown below the ID.

If no location is selected, the card shows an amber warning telling you to choose one from the sidebar before continuing.

Step 2: Connect inside Toast

The second card, titled How to Connect, lists five numbered steps:

Log in to Toast Web — Go to pos.toasttab.com (opens in a new tab).
Navigate to Integrations — Open Setup → Integrations in your Toast dashboard.
Find WineView Clubs — Search for "WineView Clubs" in the integrations marketplace.
Enter Your Location ID — Click Connect and paste the Location ID copied above. The ID is repeated inside this step with its own Copy button so you don't have to scroll back up.
Come Back and Refresh — Once Toast confirms the connection, return to WineView and click Check Connection Status. The button reads "Checking…" while it polls.

A green Automatic Setup info box reassures you that "Once connected in Toast, the integration will be automatically configured here."

Step 3: Verify the connection

The third card has a row labeled Ready to connect? with two buttons:

Open Toast — Opens pos.toasttab.com in a new tab.
Refresh — Re-fetches connection status (same as Check Connection Status).

Below that, a Multiple Locations? card reminds you that "Each location needs its own Toast connection. Select a different location from the sidebar to get its unique Location ID and repeat the connection process."

Connected View

Once Toast is linked, the page header changes to Toast POS with the integration name as the description. A Learn more button and a status badge (Active / Inactive / Error) appear in the upper right.

Card 1 — Integration Details

Field	Description
Restaurant GUID	Your Toast restaurant's unique identifier (monospace, read-only).
Management Group	Your Toast management group identifier (monospace, read-only).
Last Synced	Timestamp of the most recent sync, or "Waiting for first sync…" until Toast pushes inventory.

If a recent sync failed, an inline error alert appears below the fields with the failure message.

Below a separator, two buttons:

Refresh — Re-fetches the integration record and inventory state. Spinner appears while loading.
Disconnect — Opens a confirmation dialog: "Disconnect Toast POS — This will remove the Toast integration and clean up all synced inventory items. You can reconnect later from the Toast marketplace." Click Disconnect to confirm.

Card 2 — Settings

This card configures runtime behavior for the connection.

POS Terminal Pickups

A toggle switch on the right side of the row.

On — Members can claim their next shipment at the Toast terminal. Staff see the open release as an actionable pickup in Toast and on the WineView dashboard.
Off — Pickups are informational only and must be processed through the WineView dashboard.

When the toggle is on, a second row appears below a separator:

Automatic Charge Adjustments

Enabled (Auto) — When a pickup is completed at the terminal and the order is paid, WineView automatically charges any overage or issues a credit.
Disabled (None) — Price differences are logged but no billing adjustments are made.

Setting saved as pickupChargeAdjustments: AUTO | NONE on the integration config.

Card on File Tender

When all three of the following are true, Toast exposes a Charge to card on file tender:

The location has an active Toast integration.
Your business has an active Rewards Program.
The Rewards Program's Card on File policy is set to Optional or Required.

Staff apply the tender to a check the same way they would any other payment type. WineView authorizes the customer's saved Stripe card. Failed authorizations and reversals (from voided checks) are logged on the customer's record.

For the staff workflow, see Card on File payments at the POS.

Troubleshooting

Symptom	What to check
Status: Error	Open the error alert on the Integration Details card. The most common cause is a stale credential after a Toast password reset — disconnect and reconnect from the Toast marketplace.
Last Synced says "Waiting for first sync…"	Wait a few minutes after connecting — Toast pushes initial inventory asynchronously. If it remains stuck, click Refresh.
Inventory count looks wrong	WineView reconciles based on the most recent Toast push. Check that the wine's external item GUID matches between Toast and WineView. See Inventory management.
POS Terminal Pickups toggle is off but I want pickups	Turn it on. Without it, pickups won't be processable at the terminal — they'll only show up as informational entries.
Charge to card on file is missing in Toast	Verify the Rewards Program is active and the Card on File policy is Optional or Required.

Disconnecting Toast

From the connected view, click Disconnect and confirm. Disconnecting:

Removes the link to your Toast restaurant.
Cleans up synced inventory items so they no longer reference Toast item GUIDs.
Preserves all WineView data (orders, reservations, fulfillment history).
Hides POS Terminal Pickups and Card on File tender features until you reconnect.

To reconnect later, complete the Toast marketplace flow again.

See also