New: Reporting on CRV

Update 4/18/2024: You can now view CRV for all orders in the Nexternal Order Export report. To access this report, go to Reports > Shipping > Nexternal Order Export.

Update 3/7/2024: Starting March 11, 2024, WineDirect will have revised how custom taxes are displayed in Daily Activity Reports:

• If there are orders WITH Custom taxes/CRV fee for the date range, regardless of whether the Custom taxes and CRV fee setting is checked or not, then the row for Custom taxes/CRV fee is displayed.
• If there are orders WITHOUT Custom taxes/CRV fee for the date range, regardless of whether the Custom taxes and CRV fee setting is checked or not, then the row for Custom taxes/CRV fee is not displayed.

To learn more about Daily Activity Reports, please visit the documentation.

Good news! After launching the California Refund Value (CRV) collection, we added the option to view CRV in various reports in WineDirect. Here is the current list of reports that will let you report on CRV:

• QuickBooks V.2
• Orders by Numbers
• Orders by Customers
• Orders by Ship/Pickup Date
• Orders Details Report
  • There is now an extended CRV Amount column in the Order Detail report.
• Nexternal Order Export

For more information on CRV reporting and other WineDirect features, visit the documentation here.

We sincerely appreciate your patience and continued support as we work to enhance your WineDirect reporting experience. If you have any questions or need support, please feel free to reach out through the 'Ask a question' feature in the admin panel or by emailing us directly at support@winedirect.com.