Snapshot of Union: Union is a cloud-based POS platform that operates on iOS and is tailored for venues with high-volume beer, wine, and liquor sales such as bars, breweries, wineries, nightclubs, and music venues. It combines traditional POS features with advanced integrations that streamline operations, including guest engagement tools, loyalty programs, staff and payroll management, real-time reporting, kitchen display connections, and online ordering. 

SECTION I:  Product Overview

  • OS: iOS, specifically iPads and iPhones
  • Connectivity: Wi-Fi
  • Use cases: Union is tailored for venues with high-volume beer, wine, and liquor sales such as bars, breweries, wineries, nightclubs, and music venues where self-ordering augments sales and the experience, while reducing labor.
  • Not a good fit: 

           X  Straightforward retail opportunities 

           X  Quick service environments that don't serve high amounts of beer/wine/liquor

           X  Service related industries that also have inventory items in stock such as salons that sell health/beauty products or auto repair shops that sell parts individually 

  • Key selling features: Guest led experience from placing orders via QR codes or Bluetooth pucks to closing out tabs, built-in loyalty programs, and automatic offline mode with 30-day tab recovery to prevent revenue loss during outages.
  • Receipt options: Print, email, SMS, or no receipt
  • Tips: Yes
  • Compatible software: Scheduling, payroll, and tip pooling integrations (e.g., 7shifts, TipHaus) for streamlined staff management
  • Supported pricing models: Interchange Plus, cash discounting, surcharging, and dual pricing
  • Tap to pay: Yes
  • Optional PIN Pad: No


SECTION II: Pre-Sales Overview

A) Resources

  • YouTube videos: 

           A) Union: Guest led experience - How it works

           B) Toolbox Tuesday: Union 08.12.25


B) Union Demo Process

Sales agents are required to become certified with the Union offering prior to scheduling a demo request. 

The benefits of becoming certified include full access to the Union booking calendar, exclusive Union swag that helps agents present Union independently, invitations to quarterly Zoom sessions where Union answers questions live, and access to Union’s cloud-based repository which houses both marketing material and sales facing collateral. 


NOTE: Sales agents who request a demo but are not Union certified will be denied their demo request.


The Certification Process


  1. Agents are encouraged to review the content provided by Union: Union Pre-Certification Content
  2. Agents are also encouraged to access the Union library prior to taking the certification course: Union - ISO Resource Center
  3. After reviewing the content, agents can begin the certification process. Agents are encouraged to set aside at least 45 minutes to complete the certification: Click here to begin the Union certification
  4. After completing the certification process, agents will receive an email from Union stating if they passed or if they need to redo the certification.


C) Financing options

While there are no direct financing options available for Union with PayCompass, merchants that decide to move forward with Union will be required to provide a 90% down payment to Union with the remaining 10% due after installation.  Union does their financing this way because the timing for installation is typically four weeks and they order hardware approximately four weeks prior to the installation date. 


SECTION III: Post-Sales 

  • Payment options: Union requires 90% upfront and the remaining 10% after installation is complete. 
  • Typical installation timeframe: Approximately four (4) weeks
  • When is hardware ordered? Hardware is ordered approximately four weeks prior to the agreed upon installation date
  • Who does the menu build? Union
  • Network information: Click here for one-sheet with network requirements