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Katrina Sohriakoff
 
April 23, 2019 | Katrina Sohriakoff

New: VinDashboard Partnership

Through our partnership with VinDashboard, WineDirect clients now have a new way to access and analyze your data.

VinDashboard is a reporting service gives you a snapshot view of key business metrics and allows you to drill deeper into your WineDirect data to uncover actionable insights.

Providing access to 50+ industry standard reports and KPIs, VinDashboard enables wineries to easily track and interpret your DTC data through a highly visual and flexible interface. It pulls your WineDirect data automatically and refreshes every day. 

Dashboards and Reports include:

  • DTC Sales and Trends by Channel
  • Sales Associate Performance
  • Wine Club Monthly Overview and Analytics
  • Tasting Room Daily, Monthly, and Yearly Key Performance Indicators
  • Sales and Quantity by SKU

An ideal reporting tool for DTC Managers, Wine Club Managers and Finance Executives, VinDashboard saves you time by compiling the most important data into one easy-to-use, customizable tool. Reports can be set up to be emailed automatically and are easily exported to Excel, PowerPoint, and more.

Services start at $179/month with a one-time setup fee. Pricing is based on annual DTC sales and a 10% discount is offered for annual subscriptions.

> Visit our FAQ page to learn more about VinDashboard and request a demo.

Time Posted: Apr 23, 2019 at 8:00 AM
Katrina Sohriakoff
 
April 2, 2019 | Katrina Sohriakoff

New: WGits for QuickBooks Integration

Now WineDirect clients can transfer transactions directly to your QuickBooks desktop application -- automatically!

Our partner, WineGlass Integration Technology Solutions (WGits), has developed an automated solution that eliminates the need to manually download reports or use Transaction Pro Importer (TPI) each time you want to upload transactions.

Benefits of WGits for QuickBooks include:

  • Scheduled automatic transfers: Upload new orders every night, week or month.
  • Detailed error reporting: Research and make corrections when you have time instead of needing to fix orders on the spot.
  • SKU Assist: Automatically checks that SKUs are matching in both systems.
  • Handles split tenders and refunds: No longer requires users to manually adjust orders that have been refunded or paid for with multiple tender types.
  • Field synchronization: Tax, inventory and class fields mapped from WineDirect.
  • Easy setup and ongoing support: The WGits team configures everything for you and can be reached over the phone, email and chat for help.

WGits for QuickBooks offers WineDirect clients an easier way to reconcile your transactional data with your accounting needs, eliminating tedious administrative work and headaches for your team. 

> To learn more about WGits for QuickBooks, please contact WGits for a demo.

Time Posted: Apr 2, 2019 at 12:00 PM
Carly Imhof
 
March 27, 2019 | Carly Imhof

Bug Fix: Entering a Custom Tip in the POS

Now, your customers can more easily enter a custom tip amount using the POS. When they click into the custom tip field, the $0.00 placeholder will disappear automatically and they can start typing their desired tip amount right away. Customers no longer need to delete "$0.00" from the field in order to enter a tip for their host.

Here's what the field looks like before you click the custom tip field:

POS Custom Tip Line

This enhancement, requested through WineDirect Ideas, eliminates confusion and ensures that your hospitality team members are accurately rewarded for their hard work

> Learn more about POS tips here.

Carly Imhof
 
March 26, 2019 | Carly Imhof

Now: Admin Notifications Show Changes to Customer Profiles

You can now view exactly which details have changed within a customer's record when they make edits to their account. Our improved admin email notifications are designed to instantly alert you of updates to a customers' shipping address, credit card, club information and more. This takes extra guesswork off your plate, saving you valuable time and helping you stay organized.

Another helpful aspect of these enhancements is that the notification will now specify important details of members' club information when they make edits to their accounts: 

  • The Club Memberships line item lists all active and on-hold memberships for a customer.
  • The Memberships Updated line item lists each of the active and on-hold memberships associated with a customer's edits to their account.

Here are some examples of what the email notifications look like. Any new information will be clearly highlighted in green, while old information appears behind a strikethrough line.

Example 1 | Edits to Club Information:

edit wine club notification

Example 2 | Edits to Saved Credit Card:

edit credit card email

Please Note: If you'd like to update the list of team members who receive these notifications at your winery, you can reach out to our support team at support@winedirect.com or ask a user who has developer access to your winery's website settings.

> Read the full documentation on admin notifications here.

Carly Imhof
 
March 13, 2019 | Carly Imhof

Bug Fix: Clearing a Contact From Your Cart in the POS

You can now use the Clear Contact button in the POS to clear the contact associated with a purchase mid-transaction. This can be useful when customers change their minds about which person in a group is paying the bill, for example.

You can access the Clear Contact button under the contact's name in the upper right of your screen:

Previously, the Clear Contact button would clear both the contact and the wines that had been added to the order. You can still accomplish this, if needed, by clicking the Clear Cart button, which clears the contact and all items on an order.

On the POS screen, you'll see this button here:

This update also ensures that you can successfully put a Guest Customer order on hold, then resume it and process it without the order being quarantined. All you have to do is click Clear Contact after resuming an on-hold order in the POS. The order will be processed under Guest Customer with your winery listed as the billing address, which passes compliance.

Previously, Guest Customer orders placed on hold converted to No Name orders with no billing address, causing them to be quarantined.

Carly Imhof
 
February 22, 2019 | Carly Imhof

New: Improved Bottle Deposit Features

You can use our bottle deposit feature to help manage the monetary deposits collected on beverage containers, which are required in most Canadian provinces. We've been working hard to improve this tool for you and new updates are now live. Key benefits of the changes include:

  • Variable Deposit Amounts: Deposits are now configured based on bottle size and your winery's location.
  • Bolstered Compliance: You can be sure your winery is charging the right deposits according to your province or state.
  • Works With Bundles: Any bottles added to a bundle will automatically have the correct bottle deposit charged.
  • Customizable Shipping Deposits: You can configure which provinces you want to charge bottle deposits to via the state profile setup when shipping wines.
  • No Manual Adjustments: Bottle deposits will be automatically removed from $0 bottles when the bottle cost is $0 following a promo or a price override.

To turn bottle deposit functionality on, someone at your winery with developer permissions or a domain admin can navigate to Settings > Website Settings > Store > State Profile > and check the box marked Bottle Deposit. This will activate bottle deposits for pickup orders, and allow you to turn on bottle deposits for shipping orders by following the next step.

Once you've activated bottle deposit functionality, anyone with State Profile access (including basic admins) can turn on bottle deposits for shipping orders by navigating to Store > State Profile > Select the State/Province > Edit Wines. Check the box marked "Charge on Shipped Wine," like this:

You can work more smoothly and efficiently thanks to these enhancements. We hope you love the updates! 

> Read the documentation on Bottle Deposits here.

 

Carly Imhof
 
February 4, 2019 | Carly Imhof

Now: Edit & Capture Information in Corporate Order Imports

You can now easily edit corporate order information and import more order fields using our Corporate Order Importer. This tool is designed to simplify order processing for large corporate orders shipping to different addresses. Your client will only billed once for the sum total of all the orders, even if their orders include different products and are shipping to different destinations.

By popular demand, you can now import and batch edit a number of new fields using the Corporate Order Importer, including:

  • Order Type
  • Sale Type
  • Campaign
  • Sales Associate
  • Sales Attribute
  • Source Code

Here's what the fields look like: 

corporate order importer fields

These new import fields increase the visibility of important information such as who rung in corporate orders. You can also save a great deal of time and work through the new batch editing functionality, which eliminates the need to edit orders one by one after uploading a corporate order spreadsheet. 

> Read the documentation on our Corporate Order Importer

 

Carly Imhof
 
January 17, 2019 | Carly Imhof

New: Time-Saving Features

To help your winery start 2019 off on the right foot, we've made a number of improvements to our platform. These include the ability to duplicate events, create non-taxable contacts and orders in the POS, and view order type on admin order confirmations. These new enhancements, which you've requested frequently through WineDirect Ideas and in conversations with our team, help eliminate extra steps and free up time for you to focus on your business.

To duplicate an event, simply click the Duplicate button of any event you want to clone. All the information will be copied over to the duplicate. The word "copy" will be appended to the new event, which you can rename as needed. See below:

duplicate event

By default, duplicates will be set as Inactive. Make sure to activate them  when ready!

> Check out the documentation here. 

Another handy improvement is the ability to create non-taxable contacts and orders in the POS. This eliminates the need to set up a non-taxable profile in the Admin Panel before accessing it via POS. To do this, start by enabling the non-taxable settings for your POS profile. Here's how:

  • In the Admin Panel, navigate to Settings > POS Profile 
  • Select the POS profile you wish to edit, or add a new one from the left hand menu
  • Scroll down to Additional Options in the form and check Non Taxable Setting
  • Once this boxed is checked, you can:
    • Make a contact non-taxable via the checkbox in their contact form
    • Make an order non-taxable via the checkbox in the order form

Here's what the checkbox field looks like for a contact:

contact non taxable

Here's what the checkbox field looks like for an order:

> Read the full documentation here.

View Order Type on Admin Order Confirmations

You can now view order type on admin order confirmations, saving you the time it would take to look up the order type manually. Simply check below the payment information on admin order notifications, and you'll find the order type listed.

 

Carly Imhof
 
January 17, 2019 | Carly Imhof

New: Email Feature Improvements

As part of our New Year's gift to you, we're rolling out much-anticipated improvements to our email tools. We've learned from numerous conversations with you and through your suggestions submitted via WineDirect Ideas that there are a number of important email tools that can make your lives easier. Some of the most often requested features are the ability to duplicate emails and the ability to separate an email's Subject Line and its internal Email Name. As of today, you can do both!

Duplicate an Email

To duplicate an email, simply navigate to any email you wish to clone, and click the Duplicate button to the right of the email name, like this:

duplicate email

Here are the fields that will be duplicated:

  • Email Name
  • From Name
  • From Email
  • Subject Line
  • Email Category
  • Content

When your email is duplicated, the word "copy" will be appended to the end of the new document's Email Name and Subject Line. You can change these names when you work on the newly created email. You can also adjust the Email Category as needed.

> Read the documentation on duplicating emails here.

Create Separate Subject Lines and Internal Email Names

Another highly anticipated enhancement is the ability to create separate names for an email's Subject Line and its internal Email Name. This makes emails easier to search for, and allows you more flexibility in how you identify emails internally versus how they're presented to your customers.

To set up a new email:

  • Go to Contacts > Email Documents
  • Click Add An Email Document. 
  • You'll now see that the General Information section has two separate fields for Subject Line and Email Name

subject line and email name

 

> Read the documentation on setting up Email Name and Subject Line here.

 

Carly Imhof
 
January 17, 2019 | Carly Imhof

New: Wine Club Feature Enhancements

Making it faster and easier for you to run your Wine Club is one of our New Year's gifts to you! Through new enhancements live today, you can now send automatic cancellation emails to club members, duplicate User Choice club seasons and view club shipments from within a contact profile. 

You've requested all of these tools through WineDirect Ideas and suggested them to our team in conversations about how we can make club time as smooth as possible for you. We're thrilled to make these popular requests a reality for you. Here's how they work.

Send Club Cancellation Emails

When you cancel a club member from the Admin Panel, simply check the box marked "Send Cancellation Email" to send the cancelled member their confirmation. The system will automatically generate a cancellation email for you, which you can edit as needed. Your club cancellation email template will be located in Email Documents once generated.

Here's what you'll see:

club cancellation email

When you cancel a membership from the POS, the same box will appear for you to check as needed. However, note that a cancellation email must first be created within the Admin Panel before any cancellation emails can be sent through the POS.

> Read the documentation on club memberships here.

Duplicate Existing User Choice Club Seasons

You can now clone a User Choice club season, eliminating the need to duplicate work you've already done to set up a club.

By clicking the Duplicate button from an existing User Choice club season, you'll create a new club season in which all the same information is copied over. You'll be able to identify it by the word "copy" appended at the end of the new club season's name. It won't be active or display on the web until you're ready to set it live. The default settings will look like this, ready for you to make edits:

user choice duplicate

 

> Read the documentation here.

View Shipments from a Contact Profile

You can now access information about a club member's three most recent, active shipments - including upcoming shipments - directly from their contact profile. This means you no longer have to navigate away from a customer profile to the Club section to access and process a member's shipment!

Here's how it works: 

  • From within a contact profile, navigate to Club Memberships 
  • You'll see a new column called Shipments  
  • Click the link next to any shipment 
  • You'll be directed to the Club Members tab of the shipment you clicked on
  • From here, you can process your club member's order immediately

Here's what you'll see within the contact profile:

club member shipment

> Check out the documentation on viewing shipments from contact profiles here.