How to sync wishlists with POSUpdated 6 days ago

Use wishlists in your POS workflow

Wysh does not add a separate request button to the wishlist page. Instead, customers use the built-in Share Wishlist button on the My Wishlist page to send their saved items to your store. Your team can then use that shared list as the starting point for an in-store, POS, or quote conversation.

INFO

This workflow is based on the storefront wishlist page. The customer-facing labels shown there include My Wishlist, Share Wishlist, + Create New List, and product-level Add to cart buttons.

When to use this workflow

• When a customer wants help buying wishlist items in-store

• When staff need a simple way to review saved products before creating an order in POS

• When you want customers to send a wishlist for a manual quote or assisted sale

How customers share their wishlist

1. Open My Wishlist - Ask the customer to open the storefront wishlist page. The page title shown is My Wishlist.

2. Review saved items - On the wishlist page, the customer can see their saved products, item count, prices, and an Add to cart button under each product.

3. Select Share Wishlist - On the right side of the page, select Share Wishlist.

4. Send the list to your store - The customer sends the shared wishlist to your store’s email address. Your team can then open the email, review the saved items, and continue the sale in your normal POS process.

TIP

For the smoothest handoff, give customers one email address to use for shared wishlists, such as your sales inbox or a dedicated quote inbox.

How staff can use the shared wishlist in POS

1. Open the customer’s shared wishlist email.

2. Review the products the customer saved from My Wishlist.

3. Confirm any details that are not included automatically, such as quantity, size, color, personalization, or delivery timing.

4. Add the matching products to the order in your POS system.

5. Complete the sale, save a draft order, or reply with a quote, depending on your store’s process.

NOTE

The app’s wishlist page helps customers save and share products. Staff still complete the final sale in their usual POS workflow.

What to ask the customer before you build the order

• The exact quantity needed for each item

• Any variant choices, such as size or color

• Personalization or custom details

• Needed-by date

• Pickup or delivery preference

What the other wishlist buttons do

• Share Wishlist: sends the wishlist so your store can review it

• + Create New List: creates another wishlist for the customer

• Add to cart: moves an individual saved item toward checkout

WARNING

+ Create New List and Add to cart do not send the wishlist to your team. If the customer wants store assistance, make sure they use Share Wishlist.

Best practices for a smoother POS handoff

• Tell customers exactly where to send their shared wishlist

• Ask them to include their name and contact details in the email

• Have staff confirm variants and quantities before building the order

• Use the shared wishlist as the reference list for assisted selling, not as a final confirmed order

FAQ

Q. Can I add a dedicated request-a-quote button to the wishlist page?

A. No. The current wishlist workflow uses Share Wishlist as the handoff method.

Q. Can customers still buy items directly from the wishlist page?

A. Yes. Each saved product can show an Add to cart button so the customer can purchase items without staff help.

Q. Does the app create the POS order automatically from the wishlist?

A. This workflow is designed as a share-and-review process. Your team reviews the shared wishlist, then completes the order in your usual POS flow.