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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 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
 
August 23, 2018 | Carly Imhof

Bug Fix: Search Filters in the POS

POS search parameters set within Order Manager now apply to all pages of your search when you are searching orders, whether marked for pickup, shipping or on hold.

We have eliminated a bug that previously caused parameters of Order Manager searches to clear themselves each time you clicked Next Page. This saves extra time and steps when reviewing your open orders!

Carly Imhof
 
August 6, 2018 | Carly Imhof

Bug Fix: POS Tips in Moneris Payment Gateway

Wineries in Canada using the Moneris payment gateway can now accept tips using WineDirect's POS. We have eliminated a bug that previously caused the tip screen to error out.

This should make the checkout process more seamless for your customers, and ensure that your team members' tips are accurately captured!

Adrienne Stillman
 
July 16, 2018 | Adrienne Stillman

Bug Fix: iOS 11.4.1 and MagTek iDynamo / cDynamo credit card swipers

Apple has recently released a software update iOS 11.4.1

With this new version, Apple has resolved a bug that caused intermittent connection issues with MagTek's iDynamo and cDynamo swipe credit card readers. If you use either of these in conjunction with your POS iPad or iPhone, we recommend updating these devices.

> Learn how to update the iOS software on your iPhone or iPad.

Time Posted: Jul 16, 2018 at 8:51 AM
WineDirect Team
 
July 6, 2018 | WineDirect Team

Bug Fix: Changes to Discount Columns in Quickbooks V2 Report

In order to facilitate Quickbooks reporting via Transaction Pro Importer, we have made two changes to the columns included in our Quickbooks V2 Report:

  1. Column AO has been renamed Item Discount (instead of Discount) and provides the discount amount PER ITEM. 

  2. We have added a new column (Column BB) titled Discount. This column provides the TOTAL discount applied across the entire order.

This change enables you to report on your discounts in Quickbooks using Transaction Pro Importer.

If you are using Transaction Pro Importer to upload data into Quickbooks, we recommend you adjust your mapping settings to take advantage of this bug fix.

Here is a sample mapping we recommend: 

Please note this bug fix applies to WineDirect's New Reports ONLY. Our old reports have not changed.

Time Posted: Jul 6, 2018 at 8:18 AM
WineDirect Team
 
June 7, 2018 | WineDirect Team

Bug Fix: Price Column in Quickbooks V2 Report

In Quickbooks V2 Report, the Price column (Column AN) will now display the Original Price instead of Price after discounts. This bug fix applies to WineDirect's New Reports ONLY. Our old reports interface has not changed.

If you are using Transaction Pro Importer to upload data into Quickbooks, we recommend you adjust your Transaction Pro Importer mapping to accomodate for this bug fix. 

If you still need the Price column to display Price AFTER discount, please continue to use our old reports by clicking the Back to Old Reports button at the top of the reports page.

Time Posted: Jun 7, 2018 at 1:19 PM
Adrienne Stillman
 
April 23, 2018 | Adrienne Stillman

Bug Fix: Inventory Pools and Wine Club Orders

We've eliminated two bugs related to wine club orders and inventory:

  1. When you edit an individual club order, the order will pull from the inventory pool you selected for that club run, instead of from your default website inventory pool.
  2. If you use Welcome Packages for your wine club, when you sign up a new member in the tasting room, the Welcome Package order will pull from the inventory pool specified for the POS profile, instead of from your default inventory pool.

We hope this makes your inventory management easier!

Time Posted: Apr 23, 2018 at 12:46 PM
WineDirect Team
 
March 7, 2018 | WineDirect Team

Credit Card Updater Notes Fix

Now, when you look through customer notes, only the most recent credit card updater note (one in total) will display on your contact's record. This one note will keep you in the know for credit card update statuses, but not block your access to other important customer notes.

Time Posted: Mar 7, 2018 at 3:45 PM
WineDirect Team
 
March 7, 2018 | WineDirect Team

Refunding or Cancelling a PayPal Order

Cancelling an order in WineDirect paid for using PayPal will trigger a refund to be performed on PayPal’s end automatically. You no longer need to log in to PayPal to perform that extra step - it is done automatically for you.

Time Posted: Mar 7, 2018 at 9:00 AM