winedirects Knowledge Base

Fullsteam Payments Hardware

Published June 19th, 2025 by Edi Sipkas

The specific payment terminals that Fullsteam Payments integrates with are listed below. A lot of thought goes into devices Fullsteam Payments chooses to work with. Any terminals integrated with have EMV capability, and support modern payment options. The gateways and terminals available to your business will depend on the country you are located. T

Fullsteam Payments Migration for Classic

Published June 19th, 2025 by Edi Sipkas

With Commerce7’s acquisition of WineDirect’s SaaS division, your current payment gateway—including Fortis Pay (USAePay/Zeamster) and others—will eventually become incompatible with Classic WineDirect. Transitioning to Fullsteam Payments now ensures a seamless, secure, and future-proof payment experience. What are the benefits of Fullsteam Payments?

Sales Summary By Product

Published June 19th, 2025 by Edi Sipkas

This report allows you to view your sales by your products. You can run a report based on SKUs within a specific date or order number range. Running The Report 1. Go to Reports > Sales > Sales Summary by Product. 2. Select the relevant SKUs. 3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. 4.

Inventory Reports

Published June 19th, 2025 by Edi Sipkas

This page documents an older/sunset version of our reporting tools - for documentation on the latest version, click here. If you use Inventory options on the WineDirect platform, you can generate reports on products assigned to using inventory. For more information on the inventory options, please see the Inventory Documentation. The following is a

Cold Shipping Options

Published June 19th, 2025 by Edi Sipkas

In those hot summer months, you need some alternatives to get wine to your customers without spoiling. Below are a few options we have for you to get your wine to your customers in the summer. WineDirect Cold Packs If you are fulfilling with WineDirect, you can enable the Cold Pack shipping option to add a COLD PACK SKU automatically (see step 2 bel

Required Product Attributes

Published June 19th, 2025 by Edi Sipkas

Below are some details on some of the attributes to help you with entering the right information. Marketplace Inventory There are two ways to manage inventory for Marketplace. Marketplace orders can connect to your Default pool or a unique Marketplace pool that acts like an allocation. The system will reduce the pool in both situations based on orde

Wine

Published June 19th, 2025 by Edi Sipkas

Here you can learn about adding a Wine to your list of products. How To Create A Wine Product 1. In the Admin Panel, navigate to Store > Products > Products. 2. Click [+] Add a Product. 3. From the Product Type drop-down menu, select Wine. 4. Fill out the rest of your product details in the General Information section. Make sure that your Pro

New Order

Published June 19th, 2025 by Edi Sipkas

The New Order function is a feature that allows you to create a new order based on your existing order. When the New Order is created, it will pull over the contact information and apply to the same Billing Address as the original order. A new order number will be assigned and will remain as a Pending/Hold order until the order has been processed.

Business Categories

Published June 19th, 2025 by Edi Sipkas

The Business Locator tool can now categorize your locations. For example, you can categorize where wine can be found by "Restaurant" or "Retailer." Businesses can be put into one or more categories if you please. The changes mentioned above also mean the import and export are different. The export will now show the first four categories that any bus

Connection Services 2.0

Published June 19th, 2025 by Edi Sipkas

WSDL: https://webservices.vin65.com/v201/connectionService.cfc?wsdl AUSTRALIAN URL: https://webservices.aus.vin65.com/v201/connectionService.cfc?wsdl testConnection Request There are no additional request parameters. Response There are no additional response parameters.

Orders and Payments FAQ

Published June 19th, 2025 by Edi Sipkas

Can I split the payment status to have both authorized and captured payments? No, the WineDirect platform cannot split payment processes based on the type of order (website, admin, club, mobile etc.). It also cannot be split for different types of shipping strategies ie (pick up, ground etc.). If you would like to switch your process, email support@

Email Order Confirmations

Published June 19th, 2025 by Edi Sipkas

The Email Order Confirmations function is a feature that allows you to email order confirmations to one or more customers by using the mass order Actions tool. The Order Confirmation System Email will be sent to the selected customer(s). Send Email Order Confirmations FOLLOW THE STEPS TO SEND EMAIL ORDER CONFIRMATIONS: 1. In the Admin Panel, navigat

Inventory & Product Sync - WineDirect

Published June 19th, 2025 by Edi Sipkas

WineDirect can sync the inventory count found at fulfillment with the inventory count for winery-selected SKUs in WineDirect Ecommerce. The sync process runs every 30 minutes and syncs to the DEFAULT Inventory Pool. This process will also sync products in WineDirect Ecommerce to WineDirect Fulfillment. If you wish to have this feature enabled, pleas

FedEx Canada Shipping Report

Published June 19th, 2025 by Edi Sipkas

The FedEx Canada Shipping Report is specifically formatted to simplify importing your orders into FedEx. To access this report in your admin panel, navigate to Reports > Shipping > FedEx Canada Report. The report exports to a . CSV format file which you can then upload to your FedEx online account. For further information on how to import into

Shipping Rates

Published June 19th, 2025 by Edi Sipkas

You will have defined your Shipping Strategies, Types, and Zones. The final step is to add Shipping Rates. You will need to do this separately for each Shipping Strategy. Add A Shipping Rate 1. Navigate to Store > Shipping > select the Shipping Strategy within which you would like to add a Shipping Rate. 2. Click [+] Add A Shipping Rate in the

Event Ticket

Published June 19th, 2025 by Edi Sipkas

Learn more about creating an Event Ticket Product/SKU to your list of products. Any Event Ticket is also a regular Product/SKU in WineDirect's system. IMPORTANT Before creating an Event Ticket, please note that checkout options are not adjustable. This means it is not possible to remove the shipping option on the checkout page for any single produc

Duplicate Order

Published June 19th, 2025 by Edi Sipkas

The Duplicate Order function is a feature that allows you to create a new order based on your existing order. When the Duplicate Order is created, it will pull over all of the previous order data, including the billing and shipping information, items and totals within the order, discounts, and payment information. A new order number is assigned to t

Allocation Transactions

Published June 19th, 2025 by Edi Sipkas

This report lets you generate a notification on all your allocation transactions (orders). This report displays the Order Date/Number, Customer information, Name/Number, Order Qty & Price. The Transaction report also lets you view the total products sold, total unit prices, and the total extended price. Here are the available search parameters:

Physical Gift Cards

Published June 19th, 2025 by Edi Sipkas

How It Works To join the program, you will first need to sign up. Once you have signed up, our WineDirect Payments team will contact you. You will need to decide which package you would like to purchase, and then you will need to decide what value(s) you would like on the cards. For example, if you choose the 100-card package, you could order fifty

User Choice Club Seasons

Published June 19th, 2025 by Edi Sipkas

This report will allow you to view your club members' product choices. You will be able to filter by the specific season, membership status, as well as a date range. You can use several parameters to get the most accurate Sales by Customer report. You can: Club (Required Field) Select the Club you want to search by, or select All Clubs. Season (Requ

Sign Up For Physical Gift Cards

Published June 19th, 2025 by Edi Sipkas

Vendor: WineDirect Payments How To Signup: Please get in touch with support@winedirect.com Setup Fees: 100 Gift Cards, $299 (Plus tax. Free shipping to US and Canada) 200 Gift Cards, $479 (Plus tax. Free shipping to US and Canada) 500 Gift Cards, $599 (Plus tax. Free shipping to US and Canada) Custom Card Carriers are also available: 100: $149; 2

Contact List

Published June 19th, 2025 by Edi Sipkas

The Contact List report is designed to provide you with the basic billing details of your purchasing customers. These are the parameters you have to choose from when deciding to pull your Contact List: Date Added To Date customer added into the database. Date Added From Date added from the database. Sales Associate All Sales Associates or a Sales As

Parcel Send Report

Published June 19th, 2025 by Edi Sipkas

For Australian Wineries Only The. CSV export from the Parcel Send Report is formatted explicitly for Parcel Send (Australian Post) to update and add all addresses in order automatically. Report Setup To ensure the accuracy of all orders, we recommend taking additional setup steps for each of the following columns. Product ID Parcel Send requires the

Abandoned Carts

Published June 19th, 2025 by Edi Sipkas

This report will display a list of orders a customer abandoned before clicking the process button. We have several parameters you can use to get the most accurate Abandoned Carts report: From Date To Date Select Customer - Repeat & New or New Only Reports are exported in a CSV format. Here are the definitions of what will populate your Abandoned

Order Email

Published June 19th, 2025 by Edi Sipkas

The order email tab resends order information and tracking information to the customer. 1. To send the order confirmation email to the customer, check the box and click Process . 2. At other times, once you have added a tracking number to the order, you can also send the Tracking Email to your customer. Check the box and click Process. If the cu

Wine Appellations

Published June 19th, 2025 by Edi Sipkas

Wine Appellations define and geographically indicate where the type of grapes were grown for a particular wine. You can create custom wine appellations to assig n to wines when you create them. Create A Wine Appellation 1. In the Admin Panel, navigate to Store > Products > Wine Appellations. 2. Click [+] Add a Wine Appellation. 3. Name your ap

Adding A Video

Published June 19th, 2025 by Edi Sipkas

Read the following text to learn how to add a video to your online store at WineDirect eCommerce. Add a Video 1. Upload your video to a third-party video hosting website like one of these sites: YouTube Vimeo Facebook You can upload your video file directly into the WineDirect admin panel if your video is a flash file. 2. Once you have uploaded you

Cost of Goods Sold

Published June 19th, 2025 by Edi Sipkas

This report allows you to view products sold and the profits made when comparing the price the products were sold for versus the cost of goods assigned to them. (Cost of Goods is posted on the pricing tab of a product). For more information, please see the Pricing Documentation. You can use several parameters to get the most accurate Cost of Goods S

Edit Wine Club Shipment

Published June 19th, 2025 by Edi Sipkas

A standard club shipment within the WineDirect platform is a batch order set up for an entire club. The batch, when processed, creates a separate individual order for each member. All members will receive the same wines/products in the shipment, varying only on taxes and shipping based on the shipping address (though flat-rate shipping is available)

Orders by Ship/Pickup Date

Published June 19th, 2025 by Edi Sipkas

This report lets you view your sales based on the Order or Ship/Pickup Date. This is an excellent report for reviewing the total value of orders. The Orders by Ship/Pickup Date report does not include SKU information for orders; see the Order Detail reports for customer and SKU information. Running The Report 1. Go to Reports > Sales > Orders

Duplicate Products

Published June 19th, 2025 by Edi Sipkas

The Duplicate Product feature allows you to create a copy of an existing SKU with one click. How to Duplicate a Product 1. Navigate to Store > Products. 2. Select the Product you want to duplicate. 3. Click on the Duplicate button on top-right hand corner of the Product page 4. A new Product will be created for you. The word "Copy" will be added

Search Detail

Published June 19th, 2025 by Edi Sipkas

The search detail report allows you to view all the searches made on your website. Terms/features include the examination date, the search term, and the number of results returned. You can use several filter parameters to find the information you need. Below is a list of each of the filters: Term The specific term you wish to search for. From Date-

Batch Update or Change Gift Cards

Published June 19th, 2025 by Edi Sipkas

In the Gift Cards Actions menu of the Gift Cards page, a new batch feature can be used to alter any currently existing Gift Cards in the system. Here you can learn how to use this new feature and interact with Gift Card in your Store. How To Use Batch Gift Card Updater 1. In the Admin Panel, navigate to Store> Gift Cards > Batch Update Gift Ca

Coupon Usage

Published June 19th, 2025 by Edi Sipkas

This report lets you view which promos have been used within a specific date range. Included in the report are: Coupon name, Order Numbers, the Total Discount amount, and the Order Total. We have several parameters you can use to get the most accurate Coupon Usage report: Select which Coupon From Date To Date Status of the order (Completed/Pending/C

Change Pickup Orders To Ship

Published June 19th, 2025 by Edi Sipkas

Sometimes when you process your club, your pickup club members don't come to pick up their wine, or someone wants to ship it instead of picking it up in the tasting room. To assist with the process of shipping these orders out, you can use two tools: Change Pickup to Ship and Change Pickup to Ship X. What's the Difference Between Pickup to Ship and

Edit Orders

Published June 19th, 2025 by Edi Sipkas

Edit order is a feature that enables you to edit your pending partially-completed orders. When the edit order is enabled, the order and payment status will change to Pending until you process the order. This feature is intended only for pending orders. It is not for editing order information on already processed orders. Edit order will refund the cu

Batch Update or Change Gift Cards

Published June 19th, 2025 by Edi Sipkas

In the Gift Cards Actions menu of the Gift Cards page, a new batch feature can be used to alter any currently existing Gift Cards in the system. Here you can learn how to use this new feature and interact with Gift Card in your Store. How To Use Batch Gift Card Updater 1. In the Admin Panel, navigate to Store> Gift Cards > Batch Update Gift Ca

Order Types

Published June 19th, 2025 by Edi Sipkas

Order Types allow you to sort and distinguish different orders based on how or why they are placed. Although you can assign admin panel orders a different order type while placing the order, WineDirect recommends leaving the orders set to their defaults to maintain the functions for each order type. Certain order types, such as clubs, have special f

Form Builder

Published June 19th, 2025 by Edi Sipkas

Forms can be used for various purposes, from gathering contact information to allowing customers to submit questions. The following video and text will assist you in creating and modifying a form. Creating A Form 1. Go to Content Editor > Components > Forms. 2. Click on the green Add A Form [+] button. 3. The General Information section is th

SKUs

Published June 19th, 2025 by Edi Sipkas

Learn how to add Multiple SKUs to a Product. Back to Product Properties > 1. Click on Manage SKUs > Edit the SKU you want to change. 2. Begin making your changes. 3. Press Save. *SKU This is the SKU of your Product. UPC Code The UPC of your Product. Unit Description Describe each unit count of your Product. Below are some examples: Bottle 750M

Payments & Reports

Published June 19th, 2025 by Edi Sipkas

Payment of Funds On the winery's behalf, an escrow account will be used to collect the total order values upon completion of the sale. Then fees are paid out to the partners and WineDirect/WineDirect regularly. Distribution Reports A Distribution Report will be provided to the contact email detailing the amount a winery will receive from sales and

Club Emails

Published June 19th, 2025 by Edi Sipkas

Club emails cannot be scheduled to be sent automatically by the WineDirect platform; an admin user must complete this process manually. Additionally, club email sends are limited to 10,000 contacts in a single send. This restriction is enforced, as mass mailers of more than 10,000 will be blocked as spam by mail providers, resulting in a service st

Compliance

Published June 19th, 2025 by Edi Sipkas

This section will appear once you check the box Override State Profile in Manage Properties. 1. Go to Manage Compliance > Edit. 2. Choose Yes or No for the states to which you want to limit your shipping. 3. Press Save.

Cancelling a Club Membership

Published June 19th, 2025 by Edi Sipkas

Club Memberships can be canceled by entering a date in the Cancel On field. The membership will be canceled on the date that you select. Once a date is entered, a checkbox will send the member a cancellation email. When checked off, upon clicking Save the Club Cancellation Confirmation email will be sent to the customer. Note: You can edit the email

Kiosk Features

Published June 19th, 2025 by Edi Sipkas

Access Kiosk Features through Content Editor > General Pages. If you do not see the 'Kiosk Pages' dropdown, this feature has not yet been turned on for you. Contact support@winedirect.com to add it. Custom Kiosk features allow you to place an iPad in your tasting room to give your customers an easier and more interactive way to fill out forms tha

General Product FAQs

Published June 19th, 2025 by Edi Sipkas

Do you want to sell 'tickets' or 'reservations' for an event? We now have specific functionality for ticket or event products on the WineDirect platform. You can also use inventory if you have limited tickets available. Help Doc info on setting up an event ticket: /Store/Products/Add-A-Product/Event-Ticket I noticed a Gift Card feature; is this full

Payment Gateway

Published June 19th, 2025 by Edi Sipkas

The Payment Gateway report is the only WineDirect report designed to reconcile order transactions with your payment gateway/merchant provider. The Payment Gateway report is also the only WineDirect report focused on the payment dates & times for orders. Also, this report does not include cash or check transactions. An alternative is the Payment

Email Reports

Published June 19th, 2025 by Edi Sipkas

Email Detailed and Email Summary reports help you determine your emails' performance. The email campaign summary report yields all relevant statistics about a particular email document (including the number of times it was sent out, to whom it was sent, and statistics on which customers opened it and which customers clicked links in the email). As y

Allocating Wine

Published June 19th, 2025 by Edi Sipkas

To assign a wine as allocated, you will want to follow these steps: 1. Go to Store > Products 2. Select the Product that you wish to Allocate. 3. In this product, on the right-hand side, you will see Product Properties. Below it, select Manage Properties. 4. Here, click on Advanced and choose Is Allocated. You will still want to make sure that t

Allocation Wish List

Published June 19th, 2025 by Edi Sipkas

The Allocation wish list feature allows customers to request more quantities of the allocated product. Customer Wish List View 1. Customer wishes for more wine on the allocation screen under Request Amount Above Your Allocation of X. For a wish list to save, the customer must purchase at least part of the allocation and complete the order. 2. Cu

Payment Type Summary

Published June 19th, 2025 by Edi Sipkas

The Payment Type Summary report allows you to view a summary of the total dollar amount per tender type (Cash, CreditCard, GiftCard, etc.). Credit card totals will be broken down further by the card type used (American Express, Discover, Diners, JCB, Master Card, Visa). Running The Report By default, the Payment Type Summary report will only list t

Business Locator

Published June 19th, 2025 by Edi Sipkas

The Business Locator Feature (under Content Editor > Business Locator) allows you to showcase retail stores, restaurants, and other locations where your wines and products can be purchased. Consumers can look for businesses by Category, Location (State/Province & City), or Zip Code search. Businesses will then be displayed on a Google map. To

Cancellation Reasons

Published June 19th, 2025 by Edi Sipkas

The WineDirect platform allows you to create specific custom cancellation reasons to apply to club memberships. Cancellation reasons are only visible to admin users and can only be added to a canceled membership by an admin user. To Add A Cancellation Reason 1. Head to Store > Clubs > Cancellation Reasons to create a new cancellation reason.

Allocation Requests

Published June 19th, 2025 by Edi Sipkas

This report lets you generate an account on any Wish List Requests received for additional allocated products. This report displays the Products requested, the date of their request, the customer who ordered them, the customer's Max allotment, and the number of bottles already purchased. The search parameters we provide: Allocation All Allocations/S

Adding an Allocation

Published June 19th, 2025 by Edi Sipkas

The Allocations builder allows you to manage limited production releases and other exclusive wines. How To Add An Allocation 1. In the Admin Panel, navigate to Store > Allocations. 2. Click [+] Add an Allocation. 3. Read the following sections to learn more about adding an allocation. General Information 1. Enter the Name for your Allocation 2.

Generate Shipping Labels

Published June 19th, 2025 by Edi Sipkas

Before you can use the Generate Shipping Labels tools, all products must have weights. The Product Exporter/Importer tools can update your products using a mass import. You can create shipping labels for your UPS labels from within the WineDirect platform using Easy Ship tools. Generating Shipping Labels IMPORTANT NOTE: Our system cannot pull Co

Clover

Published June 19th, 2025 by Edi Sipkas

ABOUT THIS TEMPLATE Clover, known on the streets as 4 Leaf, allows you to showcase your winery's best on your Homepage with fullscreen photography, featured products, and three calls to action. Some of the features include:- Homepage photo gallery- Featured products right on the Homepage- Newsletter form in the footer for easy signup IN THIS ARTICLE

Winedirects Glossary

Published June 19th, 2025 by Edi Sipkas

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All

Sales dashboard

Published June 19th, 2025 by Edi Sipkas

The Sales tab in your Dashboard has five views: General, By Order Type, By Bill-To State, By Customer, By Product. You can view your sales analytics and drill down precisely on the analytics you are looking for by choosing one of them. General On the general area of the dashboard (this is the page you'll land on coming to the Sales Dashboard), you'

Carrots

Published June 19th, 2025 by Edi Sipkas

The carrot tool allows you to create messaging to entice customers to purchase more or complete a specific action. Using the carrot tool, you can create messaging to encourage customers with 6 - 11 bottles of wine to add a few more bottles to receive a case discount and shipping discount. Using the carrot tool in line with well-chosen promos can hel

Club Dashboard

Published June 19th, 2025 by Edi Sipkas

The Club Dashboard has five views: General, By Club, By State, By Anniversary, By Cancellation Reason. You can view your club analytics and drill down to precisely what analytics you are looking for by choosing one of them. General On the general area of the dashboard (this is the page you'll land on coming to the Club Dashboard), you'll find graphs

Recipes with Product

Published June 19th, 2025 by Edi Sipkas

The Recipes with Product Report provides you with a list of Recipes you have, including a Product as one of its ingredients. Here are the definitions of what your Recipes with products report will populate. Winery Name of your winery Recipe Title of your Recipe Product Name Name of your Product SKU Product SKU Product SKU Code Is Active Shows whethe

Customize Dashboard

Published June 19th, 2025 by Edi Sipkas

The Customize Dashboard tab allows you to add and remove modules from your dashboard homepage. Each admin will have access to their custom dashboard, allowing each admin user to select more application modules. For example, your club director may be more interested in assigning the club modules to their homepage, whereas your accounting team might b

Orders By Customer

Published June 19th, 2025 by Edi Sipkas

This report will allow you to view sales for a specific customer based on customer number and Last Name. You can view a customer's order history for a particular date range and the total value of those orders. Running The Report 1. Go to Reports > Sales > Orders by Customer. 2. Enter the customer information you wish to report on. 3. Adjust

POS Order Detail (BETA)

Published June 19th, 2025 by Edi Sipkas

This Report allows you to view your transactions based on your POS Profile. It's an excellent report for reviewing the values provided to you in your POS End-of-Day Report. The POS End of Day Report values are totaled and can be broken into individual transactions using this Report. Running The Report 1. Go to Reports > Sales > POS Order Detai

Sales Summary By Associate

Published June 19th, 2025 by Edi Sipkas

This report lets you view your sales based on which Sales Associate was assigned to order(s). The report lists the Sales Associate's name, order details, and tip totals within a particular date range. Running The Report 1. Go to Reports > Sales > Sales Summary by Associate. 2. Enter the name(s) of the relevant Sales Associates. 3. Adjust the

Gliding Eagle DTC China

Published June 19th, 2025 by Edi Sipkas

Setup 1. Contact Gliding Eagle to signup and register for an account. Gliding Eagle Inc.120 Tower Road, Suite 1American Canyon, CA 94503Phone: 707-939-5576 info@gliding-eagle.com 2. Email support@winedirect.com when you have a registered Gliding Eagle account to have the features enabled. 3. Adjust your shipping strategy for Gliding Eagle. Add Ship

Shipping Strategies

Published June 19th, 2025 by Edi Sipkas

Please make sure that you have one Shipping Strategy set as your default. In the Shipping Strategies list page, you will see the Default column will be marked to Yes for the Shipping Strategy that is your default. You can edit a shipping strategy to default or remove a default after it has been created by clicking on the Edit button in the General I

Sales Summary By State

Published June 19th, 2025 by Edi Sipkas

This report allows you to view the sales within specific State(s) and Province(s). Running The Report 1. Go to Reports > Sales > Sales Summary by State. 2. Select the states you want to run the data against. 3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. 4. Click Export to queue your report

Shipments Per Club Member

Published June 19th, 2025 by Edi Sipkas

This report will allow you to view your club members. You can view your club members' details based on a specific date range. We have several parameters you can use to get the most out of your Club Members report: Clubs Select the Club you want to search by or select All Clubs Signup Form Date-Signup To Date The date ranges you want your report to r

Print Receipts/Packing Slips

Published June 19th, 2025 by Edi Sipkas

Receipts (Invoices) This action creates PDF versions of your receipts for purposes of printing. Information on a receipt (invoice) includes order number and date, billing address, shipping address, payment information (card type, expiration date, and last four digits), order type, line item details, order subtotal, shipping, tax, and total. Line ite

Product Badges

Published June 19th, 2025 by Edi Sipkas

Product Badges allow you to promote a product on your online store by using image overlays on your bottle shots. Product Badges can display recent awards, sales, or other special notices over top of your current product image. This allows you to edit and change badges independently from the product image. This function requires design work to have

Contacts Dashboard

Published June 19th, 2025 by Edi Sipkas

The Contacts Dashboard has five views, so you can drill down to precisely what analytics you are looking for. General On the General area of the dashboard (this is the page you'll land on coming to the Contacts Dashboard), you'll find graphs to display your number of customers (aka contacts), contacts by profile, contacts by state, your contact's la

State Profile (for US and Canadian Clients)

Published June 19th, 2025 by Edi Sipkas

The State Profile section of the admin panel (Store > State Profile) allows you to set up your basic compliance and tax settings for each State or province. You can assign tax rates to wine and non-wines products and add state handling fees or taxable shipping charges. You can also add special shipping or compliance messaging on a state/province

Avalara Compliance Report

Published June 19th, 2025 by Edi Sipkas

For those using Avalara as their beverage alcohol compliance solution, the Avalara compliance report allows you to export order data in the necessary format for the Avalara software and team to work with. Running The Report 1. Navigate to Reports > Compliance > Avalara 2. Enter the date range you want to report on using the date picker. 3.

System Pages

Published June 19th, 2025 by Edi Sipkas

System pages live in the Content Editor, not just for content but also for specific e-commerce or CMS functions. Additional content or data will be displayed when viewing some of these pages on your website. Any content you add to these pages will appear above the system-generated content or forms. These pages cannot be deleted as the system needs

Sign Up for Physical Gift Cards

Published June 19th, 2025 by Edi Sipkas

Vendor: WineDirect Payments How To Signup: Register by calling (818)346-9888 or email support@winedirectpayments.com, and we will get back to you to start your order. You choose the card values and quantity and add a custom design to make it yours. Cards ship within two weeks from the completion of the order process. Setup Fees: 100 Gift Cards, $299

Inventory Transactions

Published June 19th, 2025 by Edi Sipkas

The inventory transactions report is designed to show you a complete breakdown of the transactions of your products with an inventory. We have several parameters you can use to get the most out of your inventory transactions report: SKU Please select a specific SKU or leave it blank to search All SKUs. Inventory Pool Choose All Inventory Pools or a

Credit Card Updates

Published June 19th, 2025 by Edi Sipkas

This report will allow you to view the activity for the Credit Card Updater tool. You can export a list of your billable updates (i.e., replaced cards, expiry updates, etc.) and which members were checked but already up to date (non-billable). Reports > Club Members > Card Updater The parameters that you have to From Date The from date for you

Inventory Pools

Published June 19th, 2025 by Edi Sipkas

Having Inventory Pools is a tool for wineries to differentiate their products from a certain inventory section. For instance, you may have a separate inventory pool for your Tasting Room from your website orders. Create Inventory Pools WineDirect does not support multiple inventory pools for website orders. You can create multiple pools for your PO

Purchase Allocated Wines

Published June 19th, 2025 by Edi Sipkas

Allocated wines are not purchased in the same manner as other wines on your store pages. They can be displayed with other wines in the store using the Display Product. Show the Message option on the General section of the product (please click here for more info). Read the following text to learn how to purchase an allocated wine/product. Allocation

Refunds

Published June 19th, 2025 by Edi Sipkas

If you are using a fulfillment center and issuing refunds by refunding the full transaction, duplicating the order, then adjusting the new order, this will send the order to your fulfillment center because you created a new one. You will need to contact your fulfillment center to make them aware of the correct products to ship (i.e., if you've dupli

Spirit Types

Published June 19th, 2025 by Edi Sipkas

You can create custom spirit types to assign to spirits when you create them. Create a Spirit Type 1. In the Admin Panel, navigate to Store > Products > Spirit Types. 2. Click [+] Add a Spirit Type. 3. Add the information for the Spirit Type, including the Type name (for example, Vodka, Rum, Malt Scotch). 4. Add the Order that should be displa

Social Media Options

Published June 19th, 2025 by Edi Sipkas

Social Media can now be added to a website at a granular level. This means you can set up Facebook Like, Google +1, Twitter, Pinterest, ShareThis, and Email options differently on the Product List, Product Drilldown, Blog List, and Blog Drilldown pages. If you don't currently have social media options on your website, you can request to have them tu

QuickBooks & QuickBooks V2

Published June 19th, 2025 by Edi Sipkas

The information below is for running the enhanced report version of these two reports. The QuickBooks & QuickBooks V2 exports are order reports in text format that can be used with a third-party program called Transaction Pro Importer to import your order and sales data into your QuickBooks software. WineDirect Support does not offer assistance

Club Members

Published June 19th, 2025 by Edi Sipkas

This report will allow you to view your club members. You can view your club members' details based on a specific date range. Running the Report 1. Go to Reports > Club Members > Club Members 3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. 4. Click Export to queue your report for download. It w

Inserting Tables

Published June 19th, 2025 by Edi Sipkas

Tables are helpful when trying to format data or images on a page. They can also be used to add labels to images. Read the following text to learn more about inserting and editing tables: If your site is responsive, make sure to use percentages as widths to continue working on all device sizes. (ie 50%, 25%, etc.) Insert A Table: Learn how to inser

Related Products

Published June 19th, 2025 by Edi Sipkas

How To Add A Related Product 1. Select the Product. 2. From the right-hand Product Properties menu, select Manage Related Products. 3. Click [+] Add Related Product. 4. In the Product Search pop-up window, search for products using a single field such as SKU or Name, multiple fields, or press Search. 5. Once you have found the Product you wish to u

Buy X Get Y Promotions

Published June 19th, 2025 by Edi Sipkas

IMPORTANT NOTE: THIS PROMOTION WILL NOT WORK IF THE X PRODUCT IS THE SAME AS THE Y PRODUCT. CREATE A BUNDLE PRODUCT USING THE Y PRODUCT AND MAKE SURE THE BUNDLE CREATED HAS A UNIQUE SKU. THE Y PRODUCT CANNOT BE A GIFT CARD PRODUCT. THIS IS A KNOWN ISSUE THAT IS ACTIVELY BEING WORKED ON BY WINEDIRECT FOR ASSISTANCE, CONTACT: support@winedirect.com

Inserting PDFs

Published June 19th, 2025 by Edi Sipkas

1. To insert PDFs and link them to text or pictures, highlight the text or select the picture, then click on the Insert/Edit Link button. 2. Click on the Browse Server button, and in the new pop-up window, click Add a File. This allows you to select the PDF you wish to upload from your computer. (You can also create folders and subfolders to easily

General

Published June 19th, 2025 by Edi Sipkas

This section allows you to add a lot of information about your Product in one place to easily and quickly get your Product online. Below are some definitions of the above fields. Product Type Choose from the list of Product Types to control what kind of Product you will create. Wine Wine Product Product Bundle Event Ticket Gift Card Spirit *Product

Inserting Columns

Published June 19th, 2025 by Edi Sipkas

Columns are great for breaking up a wide page. They enable you to make your page a little more custom. If your website is responsive, they also work responsively. This means that your content will flow and look great on all devices. Available Layouts There are five available column layouts. COLUMN ONE COLUMN TWO COLUMN ONE COLUMN TWO COLUMN ONE COLU

Managing Product Photos

Published June 19th, 2025 by Edi Sipkas

Adding Additional Product Photos 1. Navigate to Product Properties > Manage Photos. 2. Click Add a Photo [+]. 3. Press Browse to get the image from your computer. 4. Click Edit to edit an existing photo > you can switch out the original image with another one. 5. Press Save. Title This will display in the Admin Panel and is used for your organ

Wine Types

Published June 19th, 2025 by Edi Sipkas

You can create custom wine types to assign to wines when you create them, for example, Red, White, and Rose. Below are the instructions to add Wine Types and manage them. Create Wine Types Wine types allow you to show your clients the different types of wines you provide. The following information will show you how to manage and create new types. 1.

Club Members on X Date

Published June 19th, 2025 by Edi Sipkas

The Club Members on X Date report, or the qualification report, will allow you to view your club members who qualify for your next club processing shipment(s). You can generate this report based on your wine club(s) and the qualification date. We have two parameters you can use to get the most out of your Club Members on the X Date report: Club Sele

Page Properties

Published June 19th, 2025 by Edi Sipkas

There are four tabs in the Page Properties section allowing you to modify settings such as page redirects, assigning menu navigation, marketing URL information, or page security. Watch the tutorial video and read the following text to learn more about each tab in the Page Properties section: If changes are made on any of the Page Properties tabs, a

Vintage Notes

Published June 19th, 2025 by Edi Sipkas

Vintage Notes give additional notes for your consumers to read up on notes for each Vintage of your wine. To use Vintage Notes, they must be added through a Custom Product Layout. You could contact support@WineDirect.com to provide a quote from our designers to get this set up or contact your designer. 1. Go to Manage Vintage Notes > Add a Vint

Inserting Special Characters

Published June 19th, 2025 by Edi Sipkas

The Insert Special Character button lets you add characters such as a copyright symbol © to your text. To Insert A Special Character 1. Click on the Insert Special Character 2. Select the unique character you want to insert and click on it.

Product Groups

Published June 19th, 2025 by Edi Sipkas

Product Groups are a great way to display your Featured Wines or Selected Wines on your website. If you do not see the Product Group option, you can contact support@WineDirect.com to activate this feature at no extra cost. Adding A Product Group 1. Go to Store and h over over the Product sub-tab. 2. Select Product Group. 4. Click the green [+] A

Media

Published June 19th, 2025 by Edi Sipkas

How To Add Product Media 1. Select the product. 2. From the right-hand Product Properties menu, select Manage Media. 3. Click [+] Add Media. 4. Add the details of your media. 5. Press Save. Here are the definitions of each field in the Media section: Title This will display on the front end of the website to show the name of the Media you want your

Credit

Published June 19th, 2025 by Edi Sipkas

More information on managing credits on a customer's account, including the ability to manually add or subtract funds, can be found in the Manage Credits Documentation. The Credit product type allows you to "sell" funds that will be saved on the customer's account for use on orders. An example would be using the credit product to take deposits for

Events

Published June 19th, 2025 by Edi Sipkas

WineDirect ecommerce offers two different calendars available: Block Style and List Style. A block calendar looks like a traditional calendar you'd hang on your wall; great if you have multiple events. A list calendar shows more of a text view of each Event listed above one another. You can choose which one you like best, and you can change the styl

Inserting Links

Published June 19th, 2025 by Edi Sipkas

When editing site pages in the Content Editor, three main link types are available: URL, Anchor, and Email links. The following video and text will cover working with each type. The link button is located in the bottom left corner of the toolbar in the Content Editor. URL Links 1. Highlight the text you would like to have the link inserted. 2. Click

Snooth

Published June 19th, 2025 by Edi Sipkas

The Snooth report allows you to download a list of your wines to import them into Snooth for product searches. Search Parameters: All Active Products All the active wine products in your inventory. Only Visible Products Visible products are products that show on the front-end website. They are active, they have a display on the website flag, and the

Promo Coupling - How to Guide

Published June 19th, 2025 by Edi Sipkas

What is Promo Coupling? Coupling is a way to connect 2 promos if you want the customer to be able to get the discount for both promos. If promos are not coupled, the Promo offering the higher discount (larger saving) will apply to the order. Our system automatically gives the best promotion possible to the customers they qualify for (if this promo d

Recipes

Published June 19th, 2025 by Edi Sipkas

Wine and good food go well together. The recipes tool allows you to offer a recipes page to your visitors to encourage the sales of your wines and products. The Recipes tool can be found under Content Editor > Components > Recipes. Below are the steps to set up Recipes. If you do not have the recipes tool and would like to use it, please cont

Order History

Published June 19th, 2025 by Edi Sipkas

The Order History tab shows the exact date and time for changes made to the Order by a specified admin panel user. The list of historical Changes is what has changed within the Order. Order types marked as External in Store > Orders will not have history available. ORDER HISTORY CHANGES DEFINITIONS Order Submitted The Order has been submitted

Reviews

Published June 19th, 2025 by Edi Sipkas

How Ratings/Reviews Work When browsing products on your website, customers will be able to view other ratings (using a 5-star method) and reviews (with a text note review) as well as place their own. 1. The customer can rate and review the wine using the form at the bottom of the product page. 2. By default, the new rating and review will automatica

Photo Gallery

Published June 19th, 2025 by Edi Sipkas

Our Photo Galleries tool offers an easy and intuitive way to create an online slideshow for your photos. Photos will be saved to our server and can be added to a single gallery at a time. Create A Photo Gallery Before you can add images, you must create a photo gallery to assign them to. The following steps will assist you in creating a gallery. 1.

Product Departments

Published June 19th, 2025 by Edi Sipkas

The Product Departments feature allows you to create different sales channels, such as wine, food, merchandise, etc., and can report on sales for each channel. Create Product Departments 1. Go to Store and hover over the Products sub tab. 2. Click on Departments in the dropdown menu. 3. Click on the [+] Add A Product Department. 4. In the Depart

Order Detail

Published June 19th, 2025 by Edi Sipkas

This is the most comprehensive of all your sales reports and is the renamed version of Sales Detail X. This report will allow you to view the specific details of each order between particular date ranges. This report is often the best option when exporting orders from the WineDirect platform. Running The Report 1. Go to Reports > Sales > Order

Change Shipping Status

Published June 19th, 2025 by Edi Sipkas

The Change Shipping Status function allows you to change the shipping status of multiple orders at once. Please note that the maximum amount of orders which can be selected is 100. Please read the Shipping Statuses documentation to learn more about the different shipping statuses. Shipping Statuses can also be updated on an individual order using

Doris

Published June 19th, 2025 by Edi Sipkas

ABOUT THIS TEMPLATE Doris is like the hip grandma you never had. She's sophisticated, clean, and modern, with visuals as her primary focus. Some of the features include:- Upcoming events display- Showcase multiple products on the Homepage- Newsletter sign up IN THIS ARTICLE:- Header- Homepage- Footer- Custom Page Contents Header Logo This can be edi

Inventory Velocity

Published June 19th, 2025 by Edi Sipkas

The inventory velocity report reviews the sales of an SKU over the last 30, 60, and 90-day intervals. Based on your current inventory and the deals you have made for the SKU over these time frames, the report approximates the rate at which you will deplete your remaining stock and provides recommended actions (OK, or Replenish) for 30, 60, and 90-da

One Click Offers

Published June 19th, 2025 by Edi Sipkas

One Click Offers is a promotional tool that allows you to automatically add specific items to the shopping cart via a custom URL. Now, instead of driving traffic to a product page and hoping the customer will add it to their cart and complete checkout on their own, with One Click Offers, they'll be directed straight to the Checkout page with their s

Arrange Products

Published June 19th, 2025 by Edi Sipkas

The arrange product feature allows you to adjust how your products display on specific pages on your website. The steps below will show you how to use the Arrange Product feature. To Arrange Products To adjust the way products display by default on the front end of your store pages, please follow these steps: 1. Navigate to Store > Products. 2. I

Wine Varietals

Published June 19th, 2025 by Edi Sipkas

You can create custom wine varietals to assign to wines when you create them. These Varietals help you organize and manage your products for filtered searches or reporting. Add a Wine Varietal 1. In the Admin Panel, navigate to Store > Products > Wine Varietals. 2. Click [+] Add A Wine Varietal. 3. This will bring you to a page allowing you t

Pax A920 Pro - Device setup on Classic POS

Published June 19th, 2025 by Edi Sipkas

Follow these steps to get up and running with your PAX A920Pro payment terminal on WineDirect Classic POS. Setup Guide On the Device Power up the device (button on right side of device) and you'll see this screen. Swipe from top to bottom, two times. Click the down arrow under the wifi symbol to open up the screen. Choose the correct wifi network

Spirit Regions

Published June 19th, 2025 by Edi Sipkas

You can create custom spirit regions to assign to a spirit when you create them. Create a Spirit Region 1. In the Admin Panel, navigate to Store > Products > Spirit Region. 2. Click [+] Add a Spirit Region. 3. Now begin to add the information for the Spirit Region, including the Region name of it (for example, Islay, Highlands, Kentucky) and t

WSN Sales Report

Published June 19th, 2025 by Edi Sipkas

WSN (Wine Shipping Network) is a fulfillment report known as 205. The Wine Shipping Network report is in a format that most fulfillment companies can use. Running The Report 1. Go to Reports > Shipping > WSN Report. 2. Enter the date range you wish to report on. 3. Adjust any additional Date Type parameters, such as: Submitted Date Completed

Greeting Cards

Published June 19th, 2025 by Edi Sipkas

Allow your customers to gift wine and add a personalized greeting card to accompany the order. Recipients receiving the wine will have a pleasant surprise inside. Add A Greeting Card To Products Adding a greeting card to your website is the same process as adding a product. Adding A Product Group Product groups enable you to group individual wines/p

Bottle Deposits

Published June 19th, 2025 by Edi Sipkas

Our bottle deposits feature helps you manage the monetary deposit collected on beverage containers. While most U.S. states charge a flat rate, many Canadian provinces charge based on container size. You can rely on our platform to automatically configure bottle deposit amounts based on your location and the size of each bottle purchased and charge e

Australian GST - Tax & Invoice Setup

Published June 19th, 2025 by Edi Sipkas

DISCLAIMER: Below is an overview of the Australian goods and services tax (GST) and the procedures for enabling GST features on your website. This information is a courtesy to you as our client but is not intended as legal or tax advice. For official information and interpretations of the GST rules and requirements, please contact an attorney or t

Product Sets

Published June 19th, 2025 by Edi Sipkas

Product Sets (or gift sets) allow you to create a custom product selection on the front end of your website. This allows you to offer your customers custom product gift sets where they can choose from various options and then click a single add to cart button to purchase the order. Create A Product Set 1. Navigate to Store > Products > Produc

Tasks

Published June 19th, 2025 by Edi Sipkas

The tasks feature allows you to set up task reminders for users with admin panel access. Tasks can be placed on a contact, an order, or a product via their respective task tab. Here we will be focusing on adding a task to a product. A daily reminder email can be enabled for a task to notify assigned admin users of all upcoming and outstanding tasks.

UPS New API Setup Process - OAuth 2.0

Published June 19th, 2025 by Edi Sipkas

Integration Update: WineDirect & UPS / EasyShip This is a comprehensive guide detailing how to ensure WineDirect seamlessly integrates with your UPS system after August 5th, 2024, ensuring smooth business operations. What Changed UPS has deprecated access key authentication in favor of an OAuth 2.0 security model for all APIs. After 5 August 202

Order General

Published June 19th, 2025 by Edi Sipkas

The General tab of the completed transaction will give you an overview of the order. The information about the customer's demand, ordering, billing, and shipping address will appear on the top half of the General tab. The bottom half of the general tab will display the product, the SKU, Quantity, Price, and breakdown of the total order amount. Orde

Fullsteam Payment Gateway Reconciliation

Published June 19th, 2025 by Edi Sipkas

Every winery has a different reconciliation process. This page will reference how to use Fullsteam's Merchant Track Portal for reconciling with your bank - along with some tips to help make reconciliation easier. Merchant Track Access: Data directly from Fullsteam Admin owners can access Fullsteam's Merchant Track Portal directly. To access the Port

Mailing List

Published June 19th, 2025 by Edi Sipkas

This report has been discontinued in our Enhanced Reports. You can find this information in the Contacts > Contact List report by adding the "Contact Type" filter and selecting the timeframe of contacts created that you'd like to pull. The Mailing List report is designed to provide the basic details of all your contacts with an email address in

Magtek DynaFlex II GO - Device Setup

Published June 19th, 2025 by Edi Sipkas

The Magtek DynaFlex II GO device is a wireless device that offers a quick and seamless customer experience. Follow the instructions below to get your Magtek DynaFlex II GO device up and running. What's included? Magtek DynaFlex II GO device USB-C to USB-A charging cord - USB-C is for Magtek DynaFlex II GO - USB-A connects to computer/charging cord C

Guest Count

Published June 19th, 2025 by Edi Sipkas

The Guest Count report allows you to view statistics on the number of club members versus non-club members visited using the Restaurant POS Features. This report will only display if you have Resturant POS Features enabled. Search Parameters From Date The start date for your report date range. Formatt = MM/DD/YYYY To Date The end date for your repo

Refunds & Exchanges

Published June 19th, 2025 by Edi Sipkas

Refunds Are they refunding a split tender order? Check out our split tender refund documentation. To process a refund in the Admin Panel: 1. Go to Store > Orders and select the order you want to Refund. 2. Click on Actions > Refund Items. 3. Select the order you wish to refund from the order list. 4. Click the Refund Items button. 5. You w

FAQs

Published June 19th, 2025 by Edi Sipkas

How do I set up a club? See our text/video documentation for club set up here: /Store/Clubs/Club-Setup How do I add a club I've already set up to a page on my website? See our text documentation for club set up here for adding a club and club signup to your site (below the video): /Store/Clubs/Club-Setup How do I process a club? See our text/video d

Daily Activity Report

Published June 19th, 2025 by Edi Sipkas

This report allows you to mimic words from traditional POS systems. This report displays Sales Overview, Sales By Order Type, Sales By Tender Type, Order Summary, Sales By Brand, Sales By Department, Sales By SKU, Club Signups, and Club Cancellations. IMPORTANT NOTE: Starting March 11, 2024, WineDirect will have revised how custom taxes are displaye

Event Tickets

Published June 19th, 2025 by Edi Sipkas

Using the Event Ticket option on the WineDirect platform, you can generate an event ticket report. For more information on the event ticket option, please see the Event Ticket Documentation. This report is designed to be exported from the WineDirect platform and imported into your ticket scanner software/solution, thus allowing you to monitor the ti

Vincouver

Published June 19th, 2025 by Edi Sipkas

Think of Vincouver as your wingman. He's there to make you look good with showcased products, lots of space for customized content, and fullscreen images. Some of the features include:- Large feature image with text and a single call-to-action button- Recent blog posts- Display image banners on all pages IN THIS ARTICLE:- Header- Homepage- Footer-

Payment Type Detail

Published June 19th, 2025 by Edi Sipkas

The Payment Type Detail report allows you to view each of the payments tendered to each order, whether the order has one tendered payment (example: credit card only) or multiple tenders (example: cash & credit card or credit card and gift card). Along with the payment information, basic order information such as totals and customer information i

Inventory Sold

Published June 19th, 2025 by Edi Sipkas

The inventory sold report is designed to show you a complete breakdown of your Inventory in each pool and the sales at each pool in a given time frame. Please note that SKUsthis report will only include with Inventory enabled. If you have sold multiple SKUs throughout the month, but only some have a list allowed, only those listed will show up on t

Properties

Published June 19th, 2025 by Edi Sipkas

Wine Properties 1. Click Edit in the Properties section. 2. Enter the details that you want. 3. Press Save. 4. Next, Edit the Drilldown Properties . Action Message This Message is meant to give your customers a call to action to encourage them to buy. Badge A badge is a small image that can lay on one of your products to promote and catch your cust

Spirit Countries

Published June 19th, 2025 by Edi Sipkas

You can create custom spirit countries to assign to spirit when you create them. Create a Spirit Country 1. In the Admin Panel, navigate to Store > Products > Spirit Countries 2. Click [+] Add a Spirit Country. 3. Now add information to the Spirit Country. First, add the Country (for example, Sweden, Jamacia, Scotland). 4. Now give it the Orde

Wine Club Setup

Published June 19th, 2025 by Edi Sipkas

Wine Club Setup is simple and easy with WineDirect Ecommerce. Let's get started setting up your wine clubs! The very first step is to login to the admin panel and navigate to Store > Clubs. Below, we'll guide you through the process of creating your clubs step-by-step. How to Create a Wine Club 1. In the Admin Panel, click on Store > Clubs &g

Inserting Images

Published June 19th, 2025 by Edi Sipkas

1. Click on the Insert Image icon in the second row near the toolbar's left side. 2. Click Browse Server and click [+] Add A File in the grey bar in the new window. 3. Search for your image on your computer and click Upload Image and Save. Before uploading your image or creating an image folder, be sure there are no spaces or special characters i

Suggested Products

Published June 19th, 2025 by Edi Sipkas

The Suggested Product option allows you to cross-sell wines on your website. This feature automatically picks products and displays them throughout your website (locations can include the cart, modal cart, and checkout), recommending wines before your customer's checkout. How It Works Suggested products dynamically (automatically) pull wines and dis

ShipCompliant Products

Published June 19th, 2025 by Edi Sipkas

This report allows you to download a description of your products in a format compatible with importing into ShipCompliant. Search Parameters: All Active Products All the active products in your inventory. Only Visible Products Visible products are products that show on the front-end website. They are active, they have a display on the website flag,

Enterprise/Agency Products

Published June 19th, 2025 by Edi Sipkas

If you are an Enterprise or Agency client, there is an extra step you need to perform when creating and displaying products. The Product must be initially set up on the "Parent" site. Then you must go to the "Child" sites and add it to the appropriate location. Creating a Product 1. Go to Store > Products 2. Follow the Product Setup steps outline

Inserting A Button

Published June 19th, 2025 by Edi Sipkas

You can insert a button onto your site page as an alternative to link internal or external website pages to your own. Read the following text to learn more about inserting a button: Insert A Button: Learn how to insert a button onto a site page. Additional Button Sizes: Learn about using different button sizes. Insert A Button Inserting buttons on y

How to Setup Click to Cancel for WineDirect Wine clubs

Published June 19th, 2025 by Edi Sipkas

The Federal Trade Commission (FTC - USA) has introduced a new rule amendment requiring businesses to provide consumers with easy and accessible cancellation methods for all subscriptions. This regulation states that customers must be able to cancel subscriptions with the same simplicity they experienced when signing up. This impacts wine club subscr

Inventory Summary

Published June 19th, 2025 by Edi Sipkas

The inventory summary report is designed to show the current inventory count for each SKU for each inventory pool you hold. You can also reference the out-of-stock messaging settings for each product. You can use several filter parameters to find the information you need. Below is a list of each of the filters: Status View All SKUs using inventory

POS End of Day

Published June 19th, 2025 by Edi Sipkas

The End of Day report is the only report that will list all sales and refunds placed directly through the POS. This means that orders or refunds placed through the website, admin panel, will not be included in this report. The POS End of Day report is designed to help you close your tasting room registers at the end of the day and aid in reconcilin

Inserting Documents

Published June 19th, 2025 by Edi Sipkas

Documents are used to present information that appeals to your clients and store documents in a convenient and organized way in the Admin Panel. Once created, the component is added to your website and displayed as a link. Some Admin Panels might not show the Documents option in the drop down menu under components. If you do not see the documents op

California Automatic Purchase Renewal Law

Published June 19th, 2025 by Edi Sipkas

Like most online subscriptions, members of your wine club initially provide their credit card to be charged for multiple ongoing deliveries. These agreements are referred to as automatic renewal under California’s state law. If you deliver automatic renewal orders to a single person in California, your winery must comply with the California Automati

Digital Gift Cards

Published June 19th, 2025 by Edi Sipkas

There are two ways to use gift cards in WineDirect: online with gift codes or through our opt-in physical gift card program. Here you can learn about adding a digital (online) Gift Card to your Store. How To Create A Gift Card Product 1. In the Admin Panel, navigate to Store> Products > Products. 2. Click [+] Add a Product. 3. From the Produc

Split Tenders

Published June 19th, 2025 by Edi Sipkas

The POS system has been designed to be simple and intuitive, allowing your tasting room staff to place orders easily. An order can be split to pay the total balance with multiple tender types, such as credit cards and cash. Splitting A POS Order Trying to place a split tender Admin Panel order? Try the Splitting An Admin Panel Order Documentation.

Wine Bottle Sizes

Published June 19th, 2025 by Edi Sipkas

With this tool, you can set up different bottle sizes for the wines listed on your website. There are two ways you can do this. The first is to create bottle sizes before you add products, and then select the appropriate bottle size for each new product using the dropdown menu. The second is to create new sizes while adding new products without leav

Greeting Cards

Published June 19th, 2025 by Edi Sipkas

Here is a Video showing you some best practices for setting up Greeting Cards on various pages with Product Groups. Video Keypoints: 00:10 Adding a Greeting Card. 02:16 Adding a Product Group to a website. 03:15 Adding Product Groups to the checkout.

Partial Refunds

Published June 19th, 2025 by Edi Sipkas

The partial refund feature allows you to customize which parts of an order you wish to refund - products, shipping, handling, or a combination. The Partial refund option is currently activated upon request. If you would like partial refunds added to your admin panel, please get in touch with support@WineDirect.com. For detailed information on how to

Credits Reports

Published June 19th, 2025 by Edi Sipkas

More information on managing credits on a customer's account, including the ability to manually add or subtract funds, can be found in the Manage Credits Documentation. The credit reports allow you to run a current balance report (Credit Summary) and a detailed Credit Transaction report to view and manage customers with credits saved on the account.

Loyalty Points in WineDirect Classic

Published June 19th, 2025 by Edi Sipkas

Loyalty programs encourage repeat customers who spend more on their purchases and return to your winery more often. Reward club members at different rates, or make points earnable across your entire customer base. Loyalty Points are configurable to meet your needs and apply to any and all Product SKUs in WineDirect Classic so you can create a memora

Order Services 2.0

Published June 19th, 2025 by Edi Sipkas

WSDL: https://webservices.vin65.com/v202/orderService.cfc?wsdl AUSTRALIAN URL: https://webservices.aus.vin65.com/v202/orderService.cfc?wsdl getOrder Request contactID (string) A GUID reference to the contact in the WineDirect system. Specifying a contactID will return all orders for a specific contact. altContactID (string) A string reference to the

Wine Regions

Published June 19th, 2025 by Edi Sipkas

You can create custom wine regions to assign to wines when you create them. These regions help you to organize your products and display the Region they belong to on your website. Add a Wine Region 1. In the Admin Panel, navigate to Store > Products > Wine Regions. 2. Click [+] Add a Wine Region. 3. You'll now be taken to a new section where

Inventory

Published June 19th, 2025 by Edi Sipkas

The admin panel's inventory (Store > Inventory) section is a convenient way to manage all of the Inventory for your products. This is a master list of all products that use Inventory and each product's current count in each pool. You can also transfer Inventory from one pool to another from this section. Search For A SKU 1. Go to Store > Inven

Order Payment

Published June 19th, 2025 by Edi Sipkas

The order Payment tab after a completed transaction will contain payment information regarding the order. Payment Tab Terms Payment Type Purchased = The order payment is captured right away. Authorized = The order payment is authorized but not yet captured. Date The payment date will display in MM/DD/YYYY format, and the time will be in HH:MM: SS

Contact Services 2.0

Published June 19th, 2025 by Edi Sipkas

WSDL: https://webservices.vin65.com/v201/contactService.cfc?wsdl AUSTRALIAN URL: https://webservices.aus.vin65.com/v201/contactService.cfc?wsdl getClubLevel This method will list all of the Club Levels for a given website. Request There are no further request parameters. Response clubLevelID (string) This matches the club ID clubName (string) This

Email Customers

Published June 19th, 2025 by Edi Sipkas

The Email Customers function a feature that allows you to send any email documents to one or more customers by using the mass order Actions tool. You can target a specific audience by selecting any email document you wish to send. To learn more about creating, editing, and viewing email documents, please read the Email Documents documentation. Send

Spirit

Published June 19th, 2025 by Edi Sipkas

Here you can learn about adding a Spirit to your list of products. 1. Click Add a Product [+] > Choose your product details. Make sure that your Product Name and SKU do not exceed 50 characters. Also, please ensure that your SKU does not have special characters, such as +$%^&*. Product Type Choose from the list of Product Types to control wh

Shipping Type Codes

Published June 19th, 2025 by Edi Sipkas

If you are self-fulfilling orders, your shipping type codes can be whatever you wish (IE. Ground). If you are using integrated compliance (ShipCompliant), a fulfillment service (WineDirect, Copper Peak Logistics, Amedeo, Fort Systems), or if you self-fulfill using Easy Ship, you must pass over the correct carrier codes so that the orders will be ass

Security

Published June 19th, 2025 by Edi Sipkas

Product security allows you to restrict visibility and the ability to purchase wine or products to specific contact types or club levels (club members). Product security must be set per product under the Manage Security section of each product. Products are not secured by default. 1. Go to Manage Security > Click Edit. 2. Check the Product Securi

Product Bundle/Set

Published June 19th, 2025 by Edi Sipkas

Here you can learn about adding a Product Bundle/Set to your list of products. Read the following text to learn more: Please note that when processing an order that contains a Product Bundle, only the product tax rates that are set up in your State Profile will apply. Even if the Bundle contains Wine products, the wine tax rates will not apply to th

Wine Product

Published June 19th, 2025 by Edi Sipkas

Here you can learn about adding a Wine Product to your list of products. Read the following text to learn more: How To Create A Wine Product 1. In the Admin Panel, navigate to Store > Products > Products. 2. [+] Add a Product. 3. From the Product Type drop-down menu, select Wine Product. 4. Fill out the rest of your product details in the Gene

ShipCompliant Report

Published June 19th, 2025 by Edi Sipkas

For those using ShipCompliant for compliance needs, the ShipCompliant Report allows you to export order data in the necessary format for the ShipCompliant team to work with. ShipCompliant also has a report that assists with Product Syncronization between SC/Sovos and WineDirect Ecommerce. We have a few parameters you can use to export the ShipCompl

Complete Orders

Published June 19th, 2025 by Edi Sipkas

The Complete Orders function allows you to complete multiple orders at once rather than click on each order to complete. Please note that only orders with the order status Submitted can be completed through this function. Complete Multiple Orders FOLLOW THE STEPS TO COMPLETE MULTIPLE ORDERS: 1. In the Admin Panel, navigate to Store > Orders. 2.

Order Task

Published June 19th, 2025 by Edi Sipkas

The order task section allows you to create tasks for your admin users to follow up on a customer's order. Add A Task 1. Click on the green [+] Add A Task button. 2. Fill out the form, assign the task to the appropriate admin panel user, and click Save. 3. If you want to send an email notification, please check the box. 4. Once a task is completed,

Digital Gift Cards

Published June 19th, 2025 by Edi Sipkas

Gift Card Product All gift cards follow the same standard rules as a product, since they are a SKU that can be for sale. These are all the fields you can find in all types of product/SKUs including, gift card products. General Information Here are the definitions of each field in the General Information section: Product Type Choose from the list o

Allocation Summary

Published June 19th, 2025 by Edi Sipkas

This report allows you to view a summary of your allocations. This report displays the specifications of the assignmentAllocation: Name, Start, End, & Ship Date. This report also shows customer information for the Allocation: Customer Name/Number, their allotted Min & Max quantities, Qty Purchased, and the Qty of any Requests made. Here are

Product Brands

Published June 19th, 2025 by Edi Sipkas

Add A Brand 1. In the Admin Panel, navigate to Store > Products > Product Brands. 2. Click [+] Add A Product Brand. General Information 1. Enter the name of the Brand under the Brand field. 2. You can use the marketing URL you create for each Brand as the landing page for that Brand. If you plan to send customers to this page, add content t

Order Shipments

Published June 19th, 2025 by Edi Sipkas

The order shipping tab allows you to review and add tracking numbers to an order. If the order is shipped in multiple shipments, both tracking numbers can be added to the order, each as a different shipment. You will find the Shipments tab on an order successfully placed. List of Shipping Statuses Picked Up The order has been picked up. When selecte

Order Notes

Published June 19th, 2025 by Edi Sipkas

Use Order Notes for record-keeping purposes or share important details about a specific order with internal team members. You can also designate a Note as a Flag, which will then appear on the General tab of each Order pop-up window. Order Notes and Flags are NOT visible to your customers. Add A Note 1. Click on the order number and then click on th

Order Status

Published June 19th, 2025 by Edi Sipkas

The order status tab is where admin users can go to complete or cancel an order. Completing an Order Orders can be completed if they have a 'submitted' status. You will also have the option to send a confirmation email to the customer from this screen. The order confirmation email checkbox is unchecked by default, as order confirmation emails are se

Seraphina

Published June 19th, 2025 by Edi Sipkas

ABOUT THIS TEMPLATE Seraphina is the perfect mix of space, content, and visuals. She's got your back with a clean design that doesn't distract. Some features include:- Feature sections with an image, content, and button link to highlight pages, wine types, vineyards, etc.- Newsletter sign-up form accessible from all pages IN THIS ARTICLE:- Header-

Print Receipts/Packing Slips

Published June 19th, 2025 by Edi Sipkas

Receipts (Invoices) This action creates PDF versions of your receipts for purposes of printing. Information on a receipt (invoice) includes order number and date, billing address, shipping address, payment information (card type, expiration date, and last four digits), order type, line item details, order subtotal, shipping, tax, and total. Line ite

Shipping Zones

Published June 19th, 2025 by Edi Sipkas

Here you will add different zones (typically numbered), allowing for different rates based on location. A list of provinces or states will pop up depending on which country you live and work in. You can then check these into the appropriate zone. Add A Shipping Zone 1. Navigate to Store > Shipping > select the Shipping Strategy within which yo

Product Website Categories

Published June 19th, 2025 by Edi Sipkas

Website categories are created through the website page tools (content editor). Adding Website Categories: Learn how to create different sections (such as Red, White, Gifts, etc.) to categorize and quickly find products on the POS application. Assigning Products to Website Categories: Learn how to create different sections (such as Red, White, Gifts

ATS Healthcare Report

Published June 19th, 2025 by Edi Sipkas

For Canadian Wineries Only The. CSV export from the ATS Healthcare Report is formatted explicitly for ATS healthcare to batch-update orders for shipping. Report Setup To ensure the accuracy of all orders, we recommend taking additional setup steps for each of the following columns. Webservices Account For orders to be imported from Flamesoft, a web

Order Cancellation

Published June 19th, 2025 by Edi Sipkas

Cancel An Order: WineDirect recommends only using the cancel order option if the cancellation is made on the same day the order was placed and has not yet been reported as a sale. Canceled orders will not appear in sales reports by default, so the report filters must be customized. Use the (Partial) Refund Tool for orders one or more days old. 1. G

Searches

Published June 19th, 2025 by Edi Sipkas

The search feature on the WineDirect platform allows consumers to search your e-commerce store quicker and easier than navigating through numerous menus and pages. When searching for products on your website, consumers will be given steadily narrowing search results based on what they type into the search field. This process will start once a consum

Orders

Published June 19th, 2025 by Edi Sipkas

Your Marketplace Orders When an order is placed for available products, they will appear in your Orders dashboard with all your other order types. These orders will show as Order Type ‘Marketplace’. When an order is placed, the designated Marketplace contact will receive an email notification (per order). Orders will have a Marketplace order number

Gift Card Reports

Published June 19th, 2025 by Edi Sipkas

You can generate gift card reports using the Gift Card option on the WineDirect platform. Please see the Gift Card Documentation for more information on the Gift Card option. The following is a list of each of the Gift Card Reports available on the WineDirect platform as well as a description of what each report contains: Gift Card Summary The Gift

Aviato

Published June 19th, 2025 by Edi Sipkas

ABOUT THIS TEMPLATE Aviato puts the focus on e-commerce. Drive people to buy wine right from the homepage on any device with call-to-action buttons and featured products. Checkmate. Some of the features include:- Large full-screen image with a call-to-action button- Showcase featured products underneath the header image - Page search tools IN THIS

Search Summary

Published June 19th, 2025 by Edi Sipkas

The search summary report allows you to view a summary of the searches made on your website. Terms/features include a search term, search count (number of searches), and the average results returned. You can use several filter parameters to find the information you need. Below is a list of each of the filters: Term The specific term you wish to sea

Price Levels

Published June 19th, 2025 by Edi Sipkas

How Price Levels Work Many stores choose to have just one price level (for example, "Retail"). However, you may want to add additional wholesale or employee pricing levels. WARNING! DO NOT DELETE THE RETAIL PRICE LEVEL. Doing so will break all pricing on your website. The additional levels you set will be available to contacts, but you need to man

Forms Report

Published June 19th, 2025 by Edi Sipkas

The Forms report allows you to generate reports on custom form results generated using the WineDirect Form Builder. Please see the Form Builder Documentation for more information on this Form Builder tool. This report will allow you to generate a notification on all responses received for a specific form between a particular date range. This report

Inserting Components

Published June 19th, 2025 by Edi Sipkas

The component button can add content features on the WineDirect platform (such as Business Locator, Photo Galleries, and Forms) to your web pages. 1. Place your cursor on the page where you want the component to be. 2. Click on the Component wheel button. 3. Choose the component you want to insert from the drop-down menu and click OK. *Components do

Add An Order

Published June 19th, 2025 by Edi Sipkas

To create a sales order in the admin panel, navigate to the Store tab, select Orders, and click the Add An Order [+] button. The Add An Order window will pop up. Here you will learn about the different tabs in the Add an Order window: Want to place an order through the WineDirect POS? Check out our POS Orders documentation. Bill Customer 1. Click o

Inserting Horizontal Lines

Published June 19th, 2025 by Edi Sipkas

The Insert Horizontal Line icon does exactly what its name implies. Just click on the icon and it will insert a horizontal line which serves to break up the text on the page and add visual appeal, see the example below:

Orders by Number

Published June 19th, 2025 by Edi Sipkas

This report allows you to view your sales within a range of order numbers (Eg: Orders #1000 - #1050) Running The Report 1. Go to Reports > Sales > Orders by Number. 2. Enter the order number range you wish to report on [To and From Order Number]. 3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report.

Club Signups

Published June 19th, 2025 by Edi Sipkas

The Club Signups Report will allow you to view your members' signup and cancellation dates based on the select Club (s) within a specified date range. We have several parameters you can use to get the most out of your Club Signups Report: Signup From Date The date the customer sign up and where you want the report to range from. Signup To Date The d

Order Quarantine

Published June 19th, 2025 by Edi Sipkas

A non-compliant order will complete the payment process you have set up with your payment gateway, either Authorize (if you get payment when you ship) or Capture (if you take the money before shipping the product). WineDirect calls non-compliant orders 'Quarantined' orders. An order can be quarantined for many reasons. If this happens, the website a

Sales Summary By Category

Published June 19th, 2025 by Edi Sipkas

This report allows you to view your sales based on which Category (Store Pages) they were purchased on. The report lists the category name and the total dollar value of sales made within a particular date range. Running The Report We have two parameters you can use to get the most accurate Sales Summary by Category report: From Date To Date Reports

Void Shipping Labels

Published June 19th, 2025 by Edi Sipkas

The Void Shipping Labels option will only appear on orders with labels generated. 1. Navigate to Store > Orders and select the order for which you wish to void labels. 2. Select Void Shipping Label(s) from the Actions menu. 3. A successful void message of "shipment [tracking number] has successfully been voided" will appear at the top of the ord

Dave

Published June 19th, 2025 by Edi Sipkas

ABOUT THIS TEMPLATE Dave is your best friend. He emphasizes your winery's best with clear photography and direct calls to action, allowing you to show off your brand. Some of the features include:- Large feature image with a call-to-action button and description- Feature products right on the Homepage- Recent blog post display IN THIS ARTICLE:- He

Lifetime Value

Published June 19th, 2025 by Edi Sipkas

The Lifetime Value report is designed to provide you with the basic billing details of all your purchasing customers based on the total amount of money they have spent on your products. These are the parameters you have to choose from when deciding to pull your Customer List: LTV From $ Starting minimum amount of money, they have spent or leaving it

Retry Compliance

Published June 19th, 2025 by Edi Sipkas

The Retry Compliance function allows you to retry compliance checks on multiple Quarantined orders. Non-compliant orders are called Quarantined orders. Please read the Quarantine Orders documentation to learn more about compliance and quarantined orders. Retry Compliance FOLLOW THE STEPS TO RETRY COMPLIANCE CHECKS: 1. In the Admin Panel, navigate to

Inventory Sync - Copper Peak Logistics

Published June 19th, 2025 by Edi Sipkas

Copper Peak Logistics can sync the inventory count found at fulfillment with the inventory count for your SKUs within WineDirect. The inventory sync will run once a day at 10 PM PST, compare inventory counts in WineDirect with those at fulfillment, and make updates to match. WineDirect Fulfillment & Copper Peak Logistics are the only integrated

Tasks

Published June 19th, 2025 by Edi Sipkas

In the Tasks area of the Dashboard, you can see all assigned tasks for your customers. These tasks can be used for many customer-related objectives. You could use this utility for reminders of a customer's sign-up/club membership anniversary, a reminder to contact them for special offers, a task to change a product on a particular day, or a reminder

Canada Post Setup

Published June 19th, 2025 by Edi Sipkas

The Easy Ship tools allow wineries who self-fulfill their orders to streamline the fulfillment process by allowing shipping labels for supported carriers to be generated right from WineDirect. Connect Account To connect your Canada Post account to the WineDirect Easy Ship program, please follow the steps outlined below and complete the form at the b

User Choice Clubs

Published June 19th, 2025 by Edi Sipkas

When club season rolls around, your customers will rush to stock up on rare vintages, personal favorites, and any new wines you make available. WineDirect Clubs allows you to give your customers choices during a season, including multiple options with minimum and maximum order sizes while displaying discounts and totals. Before you get started, you'

Edit Order

Published June 19th, 2025 by Edi Sipkas

Edit order is a feature that enables you to edit your pending partially-completed orders. When the edit order is enabled, the order and payment status will change to Pending until you process the order. This feature is intended only for pending orders. It is not for editing order information on already processed orders. Edit order will refund the cu

State Profile (Australia)

Published June 19th, 2025 by Edi Sipkas

The State Profile section of the admin panel (Store > State Profile) allows you to set up your basic compliance and tax settings for each State. You will be able to assign tax rates to wine and non-wines products and add state handling fees or taxable shipping charges. The Price can include these taxes to adhere to Australian taxation requirement