We have now completed work on how our platform processes orders and calculates Lifetime Value, Last Order Amount, Last Order Date, Is Active Member and Number of Transactions. These updates not only ensure your orders complete faster; they also add an additional layer of stability to the WineDirect Platform.
Previously, orders placed through your website, POS, Club Processing and Admin Panel were calculated in real-time, while imported orders would run at a regular time every night and sync this information. This process was causing congestion and began to slow down our platform - so we disabled it temporarily.
With the new updates, we have moved to a background refresh so that all orders are processed within two minutes of the transaction. With this update, we are timestamping the latest order as it passes through the queue, and we have implemented validation to ensure system performance stays top-notch.
As you close out the year, know that your Reports, List Builder exports and Contact Statuses have been turned back on and are currently up to date.
You can now put a Guest Customer order on hold, resume it and then process it without the order creating a blank contact. All you have to do is click Clear Contact after resuming an on-hold order in the POS. You can access the Clear Contact button under the contact's name in the upper right of your screen:
The order will then be processed under Guest Customer which will ensure your contact database, list builder exports and reports don't have blank contacts.
Previously, Guest Customer orders placed on hold converted to No Name orders, creating a blank contact record in your database.
If your winery is in Australia, your reporting functionality has been fully restored to allow exports to Excel. Simply click the Export button in the upper right corner of the Reports screen after setting your report parameters to generate a .csv file.
We apologize for the recent disruption to reporting tools (which affected Australia, only), and hope that our reports are providing your winery with added value as you run your DTC business.
Enabling your winery to achieve DTC success is our top priority at WineDirect. That's why we're dedicated to continually improving our workflows, offering you the best experience possible as you leverage our tools.
Starting today, shipping will only be allowed if your customer's state is marked as compliant and if a shipping rate is set up for their state. Validation was added across the system in the Admin Panel, POS, and online, so that when a customer is checking out, if their state is not included in the shipping strategy in use (it was not added to a zone or a rate is not set up) then the user will receive an error and will be prevented from continuing with shipping the order.
> Learn more about setting up your shipping rates by creating your shipping strategy, types, zones and rates.
We know how important email marketing is for your Ecommerce business - and your DTC efforts as a whole. Over the past few days, some of you have reported intermittent timeouts while large email blasts were being executed.
This issue has now been fixed by extending the timeout period to ensure that all of your planned emails can be sent to your clients, without interruptions.
As of April 2, 2019, Google depreciated Google+ for consumers. Since Google is no longer supporting the API for the social sharing widget, we have removed it from both your product pages and blog pages.
No action is needed, but you may notice that the Google+ widget no longer displays with your other social sharing widgets.
As we continue to strive to increase your customer insights across the platform, we understand that the current social dashboard is not providing the majority of you with enough quality information.
You may have noticed that there were intermittent issues recently and upon deeper investigation we determined that we need to disable this tool. This allows us to focus our efforts on providing you with other more powerful customer solutions, which are coming in the near future.
We are now requiring an email address for receipt orders placed on the POS that contain event tickets.
We have eliminated a bug that previously caused customers who purchased event tickets in your tasting room from not recieving an email confirmation with their PDF ticket.
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:
This enhancement, requested through WineDirect Ideas, eliminates confusion and ensures that your hospitality team members are accurately rewarded for their hard work.
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.