TOP

Orders

 

Has Orders This will turn on the order tools in Vin65 and it adds a bunch of the items listed below. If you have ecommerce or POS, you need this checked off.
Telemarketing This turns on the telesales tools.
Reservations This adds a Reservation Order Type as an option when adding an order through the admin panel or POS.
Edit Orders Don't touch this unless you know what you're doing. Your accountant will hate you.
Cancel Orders Allows you to turn off the ability to cancel orders. This is requried if you use WineDiret's NAV tools.
Corporate Orders This turn on the corporate order tool set.
Default Ship State This sets the default state your website chooses when people checkout online.
Require Bill Birthdate Makes it mandatory for the birthdate to be on the billing address. We recommend this if you're selling alcohol.
Require Ship Birthdate Makes it mandatory for the birthdate to be on the shipping address. We recommend this if you're selling alcohol.

Require Bill Birthdate in Admin

Makes it mandatory for the birthdate to be on the billing address in the admin panel. We recommend this if you're selling alcohol.
Require Ship Birthdate in Admin Makes it mandatory for the birthdate to be on the shipping address. We recommend this if you're selling alcohol.
Credit Card Types

This shows the card types online in the checkout process. Note that this does not change which card types your payment gateway are setup to accept.

Min Qty / Order Sets the minimum someone quantity someone can buy from your website/POS. Note that if you are selling a bundle, the minimum also includes bundles and the sub SKUs do not count.
Order Multiple This sets the quantity multiple people must order in. I.e. if it's set at 6, people can buy 6, 12, 18, etc. SKUs from you; they would not be able to by 3 bottles.
Order Note Length You can set the max characters for order notes (some integrated partners can only handle text up to a certain amount... kind of like Twitter).
Gift Message Length You can set the max characters for the gift message (some integrated partners can only handle text up to a certain amount... kind of like Twitter).
Invoice PDF Watermark Information coming soon. Reach out to support@vin65.com if you need this info.
Allow Order Pickup This setting allows the site to accept pick up orders.
Allow Club Pickup This setting allows the site to accept pick up orders for wine clubs.
Show Pickup in Admin Panel Only This setting allows the site to accept pick up orders, but only in the admin panel (not on the website or for clubs).
Allow ShipTo PO Box It will let you ship to a PO box. We do not recommend this for any one selling alcohol.
Allow Future Ship Date

This allows for a ship date to be set on an order (by your staff, not be a consumer). This could be weather hold, special requests, etc. This will pass to an integration as well as long as they are pulling in the future ship date (i.e. fulfillment center won't ship your orders until the future ship date hits if they are pulling in the future ship date. Contact your integrated partners to see if they are).

Ask For Delivery Date

This lets your consumer on your website pick a date they would like it to be shipped. This does not effect the actual ship date and is essentially a note from the customer.

Delivery Day Min If 'Ask For Delivery Date' is checked off, this is the minimum days out the date the consumer can pick can be.
Delivery Day Max If 'Ask For Delivery Date' is checked off, this is the maximum days out the date the consumer can pick can be.
Uses Payment Manager This turns on the tools to connect a payment gateway.
Uses CVV2 This turns on the ability to accept the CVV/CVV2 code on the back of credit cards. Note that your gateway must also accept the CVV code. By turning it on in Vin65, it does not mean that your gateway can accept this code (to give you a better credit card processing rate).
Gateway

This lets you pick from one of the integrated payment gateway partners shown in the list below. Vin65 only works with these partners. Some features are exclusive to specific gateways.

  • 1800F
  • Authorize.net
  • Authorize.net XML
  • Chase
  • Elgen
  • Everything Wine
  • eWay
  • Moneris
  • No Gateway
  • Ogone
  • PayFlowPro
  • PayFlowPro Custom
  • PayFlow ProRecuring
  • PayJunction
  • PlugNPay
  • TigerTool
  • USAePay
  • Worldpay XML
Mode

This sets the mode of the payment gateway.

  • Test=It will allow all credit cards to complete, but it will not take an actual payment at all.
  • Live=It will either charge or authorize the card and will decline any cards that don't pass correctly.
Username Your payment gateway username. This is commonly called something different depending on the gateway you're using. (USAePay Pin = Vin65 Username Field)
Password Your payment gateway password. This is commonly called something different depending on the gateway you're using. (USAePay Key = Vin65 Password Field)
Custom 1 This may be needed for your gateway. Contact Vin65 if you are setting this up.
Custom 2 This may be needed for your gateway. Contact Vin65 if you are setting this up.
Payment Type

This allows you to choose the method of accepting payments you'd like. There are two options listed below. Note that the one you pick also dictates what you need to pick for the 'Order Status' setting.

  • Purchased=If you accept//take the money immaterially.
  • Authorized=If you accept//take the money after you ship the product. This is essentially a 'hold' on the customer's card until they get the wine, they you charge them.
Order Status

Based on the method of accepting payments you picked in the 'Payment Type' setting, this will change the order status. There are two options listed below. Note that the one you pick should be dictated by the 'Payment Type' setting you picked.

  • Completed=If you picked 'Purchased' in the Payment Type setting.
  • Submitted=If you picked 'Authorized' in the Payment Type setting.
Partial Refunds This allows you to offer a refund for some, but not necessarily the full amount of an order. Note that this may or may not be acceptable with your accounting department. You must check with them before turning on this feature. Vin65 does not recommended turning on this feature be default.
Sales Attribute This turns on the sales attribute feature.
Uses 3rd Party Compliance This turns on the setting you need to fill out if you are connecting to a compliance vendor.
Firm This lets you select the compliance vendor (ShipCompliant). Note that WineDirect Compliance is setup a different way directly by the Vin65 team.
Mode

There are three modes for your ShipCompliant settings:

  • Test=This will allow orders to flow to Compliance and they will not reject them.
  • Staging=This will let order flow to compliance to your specific compliance staging environment.
  • Live=This will allow orders to flow to Compliance and they will check compliance on them.
Username Your username for ShipCompliant.
Password Your password for ShipCompliant.
Compliance Order Prefix Depending on your ShipCompliant setup, you may be required to add a 'Prefix' so that your ShipCompliant account knows which brand is sending them orders. This is often used for companies with multiple brands/wineries.
On Success mark shipping order as Sent to Fulfillment (in Vin65) Depending on how you ship wine, you may want to have your order's status to change so that it's sent to fulfillment if you have ShipCompliant sending the orders to that fulfillment center.
SC FF House

This let's ShipCompliant know which fulfillment center they should send the orders to:

  • AlexanderValleyCellars
  • Amedeo
  • BacchusDistribution
  • CopperPeakLogistics
  • Groskopf
  • InHouse
  • InHouseFedEx
  • InHouseUPS
  • NewVineLogistics
  • NVWWDirect
  • OregonWineServices
  • PackNShipDirect
  • SafeHaven
  • VinGo
  • Vintrust
  • WineCountryPackandShip
  • WineCountryShipping
  • WineDirect
  • WineShipping
  • WineShippigSantaMaria
  • WineTastingNetwork
  • WSCDirect
  • WineCoLLC
SC FF Account Depending on your ShipCompliant setup, you may be required to add a 'Prefix' so that your ShipCompliant account knows which brand is sending them orders. This is often used for companies with multiple brands/wineries.
SC Shipment Status

You can pick the shipment status you'd like once the order is sent to ShipCompliant:

  • InProcess
  • PaymentAccepted
  • SentToFulfillment
  • Shipped
  • Delivered
Taxes By Zip Code If you'd like to bring in taxes for each Zip Code, you will need to check this off and enter the information on a few settings below. Note that this setting overrides the taxes setup in Vin65's state profile tool. Also note that from time to time ShipCompliant's services do go down. If they go down, this service will not work and your taxes are defaulted back to the tax rate in Vin65's state profile until ShipCompliant is back up and running.
Mode

There are three modes for your ShipCompliant settings.

Username Your username for ShipCompliant. It is the same as the compliance one above.
Password Your password for ShipCompliant. It is the same as the compliance one above.
ShipCompliant MarketPlace

Do not use this without talking with Vin65 first. Additional fees happen automatically with this service. This turns on setting you need if you are using ShipCompliant's MarketPlace tools.

Partner Key Your key provided by ShipCompliant.
Password Your password for your marketplace account.
Mode

There are three modes for your ShipCompliant settings:

  • Test=This will allow orders to flow to MarketPlace.
  • Staging=This will let order flow to MarketPlace to your specific compliance staging environment.
  • Live=This will allow orders to flow to MarketPlace and your live settings on ShipCompliant's side.
Payment Gateway You are required to use ShipCompliant's payment gateway for their MarketPlace tools.
AdminPanel Order Type There are a few specific ways orders can be created, we call them order types. However, you can create custom order types so you can call them whatever you'd like and it will show up in reporting, in the admin panel, on the POS, etc. This is where you can say which order type you'd like to have any/all admin panels orders default to.  It will list your custom orders types in the drop down.
Website Order Type This is where you can say which order type you'd like to have any/all website orders default to.  It will list your custom orders types in the drop down.
Club Order Type This is where you can say which order type you'd like to have any/all club orders default to.  It will list your custom orders types in the drop down.
Marketplace Order Type: This is where you can say which order type you'd like to have any/all MarketPlace  orders default to.  It will list your custom orders types in the drop down.
Mobile Order Type: This is where you can say which order type you'd like to have any/all mobile orders default to.  It will list your custom orders types in the drop down.
Reservation Order Type This is where you can say which order type you'd like to have any/all reservation orders default to.  It will list your custom orders types in the drop down.
Telemarketing Order Type This is where you can say which order type you'd like to have any/all telemarketing orders default to.  It will list your custom orders types in the drop down.