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How Oak Barrel Wine & Spirits took back time with Bottle POS

Results

16 hours saved weekly

 previously spent on manual invoicing

3 store locations managed

from one cloud-based system

24/7 dedicated tech support

going above and beyond for setup and ongoing

After purchasing Oak Barrel Wine & Spirits with an outdated POS, the new owner turned to Bottle POS to automate invoicing, streamline three stores, and spend more time on what matters — her customers.

She inherited the system.
Bottle POS helped her rewrite the business

When the opportunity to buy a liquor store appeared, it wasn't exactly part of the plan. The current owner of Oak Barrel Wine & Spirits was 23, just six months out of college, and had been seriously considering a career in medicine.

Her parents ran restaurants, convenience stores, and smoke shops, but nothing in the liquor space. Still, the opportunity felt worth taking, even if it was meant to be temporary.

But after just a short time, the store — and its customers — grew on her. "I really enjoyed it," she says. "So here I am." Within a year of taking over the original location, she had added two more stores.

What she loves most is the people. Behind a register, customers open up. They share their lives. The job, at its best, is deeply human. But as the business grew, the work was pulling her away from all of that and toward a screen.



Putting in invoices took 50% of my time. I did more of that than anything else. Before I heard about Bottle POS, I was actually considering outsourcing the invoicing and inventory tracking to someone overseas — I was almost going to do that.

Khevana Patel

Owner, Oak Barrel Wine & Spirits

She bought the store — and the old POS that came with it

After purchasing Oak Barrel Wine & Spirits, Khevana Patel didn’t just inherit a business — she inherited its systems, too. The existing POS had been in place for years. It worked, it held valuable sales history, and it had reliable support.

She wasn't looking to switch. When the calls came in from competing POS companies — and they came often — she didn't pick up. Clover, Square, all the names you'd recognize: she heard the pitches and passed. Migrating meant risking the historical sales data she was relying on to learn the business and make smart ordering decisions.

But as she grew from one store to three, it became clear: the system wasn’t built for where the business was going — and it was quietly taking over her day. 

The breaking point was invoicing — the process was entirely manual. Every delivery, every distributor, every line item — had to be entered by hand. That's half of every working day, gone — not to growing the business, not to customers, but to data entry.

bottle pos case study oak barrel wine & spirits

"I love dealing with people. Recently, because we took over the two new stores, I've been doing a lot of computer work, and I feel like I'm not loving my job as much, because I'm just behind a screen all the time. And that helped me reaffirm that I just love the people aspect of the business."

Khevana Patel | Oak Barrel Wine & Spirits

The turning point: invoicing on autopilot

That’s when Bottle POS entered the picture.

A representative reached out and mentioned something that immediately stood out: invoicing could be handled automatically through a FinTech integration. It directly solved the one problem that was taking over her day.

“I was sold immediately,” she says.

Still, she had one condition. The sales history she’d inherited — and relied on — had to come with her. It was how she understood what sold, what to reorder, and how to keep building on the foundation the previous owner had left behind.

Once she knew that data would migrate intact, the decision was simple. She made the switch to Bottle POS.

bottle POS data entry invoices

9,000 SKUs backed by real support

The first migration didn't go exactly as planned. With 9,000+ SKUs moving from the old system to Bottle POS, there were some unexpected challenges. What made the difference was the response. Her onboarding specialist worked for three days straight to manually correct everything that hadn't come through right.

Every item, fixed.

"We had a little bit of a road bump actually migrating for this store…and he fixed all of it. It was stressful. But it was worth it."

Khevana Patel | Oak Barrel Wine & Spirits

Looking ahead: three stores, one system

With three locations now running on Bottle POS, she's only beginning to use some of what the platform makes possible. One feature she's particularly looking forward to: cross-store inventory transfers. The ability to track what gets moved between locations, and when it's coming back, addresses a real operational headache as the portfolio grows.

For now, the biggest thing is simpler: she's spending less time in front of a computer and more time doing the part of the job she actually loves.

"There is a feature where you can link all the stores and transfer inventory between them. I think that would be really useful to keep track of what I sent to the other store and when I need to get it back, because it's easy to lose track of things like that."

Khevana Patel | Oak Barrel Wine & Spirits
invoicing time saved bottle pos

"The store requires attention in all sorts of aspects. Sitting behind a computer isn't the best use of my time. But with Bottle, it's a lot easier…I would recommend Bottle POS to anybody who wants to make their life easier."

Khevana Patel | Oak Barrel Wine & Spirits
Built for liquor retail

Features behind the switch

Built specifically for liquor retail — not adapted from generic retail software — these core capabilities help operators save time, simplify operations, and scale more efficiently.

01

Automatic invoicing with Fintech integration

Turn delivery invoices into received purchase orders in just a few clicks. What used to take hours of manual entry now takes minutes.

02

Cloud back office + mobile access

Access sales, inventory, and pricing from anywhere, on any device — no servers, no remote desktop, no need to be on-site to stay in control.

03

Auto ranking (ABCD)

Inventory is automatically sorted by sales performance, making it easy to spot top sellers, identify slow movers, and make smarter buying decisions.

04

Customer loyalty program

A self-serve rewards experience lets customers check points and engage directly, reducing staff workload while improving engagement.

05

Multilocation management

Manage pricing, transfers, and reporting across all stores from one system — built for operators running more than one location.

06

24/7 support

Reliable, responsive support ensures help is always available — from onboarding through everyday operations. 

Before

Less interactions with customers,
and half her time spent invoicing

  • Manual invoice entry for every delivery
  • ~50% of time spent on data entry
  • Server-dependent, no remote flexibility
  • DoorDash integration was limited.
After

Stress-free invoicing and
more time doing what she loves

  • Automatic invoicing via FinTech
  • Time freed for customers and growth
  • Cloud access from anywhere
  • Sales history fully preserved
  • Three stores managed from one system

See how Bottle POS can boost sales and give you more control over your inventory