New Columns in Order Detail Report

We have added two new columns in the Order Detail report to help provide more granular reporting on Product Pricing. In the Order Detail Report, we added two columns: Retail Price (Column CY) and Ext Retail Price (Column CZ).

• Retail Price column will display the Retail Price of the product at the time of transaction.
• Ext Retail Price will display Retail Price x Quantity Sold.

Hope this helps!

New: Reservation Integration with Tock

Starting today, WineDirect clients can now leverage Tock's best-in-class reservation, table management and CRM system to offer guests convenient reservations for tours, tastings, culinary experiences and special events.

Seamlessly integrated, WineDirect and Tock provide deep customer insights, reduce no-shows, improve your team's efficiency and increase sales. By knowing your guests' membership information and wine preferences before they walk in the door, you can offer the world-class hospitality that your customers have come to expect.

> Learn More

Trusted by Leading Restaurants & Wineries

Tock is trusted by leading restaurants and wineries around the world including Italics Winegrowers, Tank Garage, The French Laundry, SingleThread, Stewart Cellars, Clos du Val and more.

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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.

New POS User Security Settings

Starting today, you can control which team members can remove a SKU from an order after it has been sent to a prep area in your tasting room. This provides an additional layer of tracking accuracy and control.

By default, all users are enabled to remove SKUs from an order. If you would like to remove this permission, please update your Security Groups settings by checking the box next to POS - Prevent user from removing items sent to prep area.

Note: This change only applies to wineries using our Restaurant Tools in the POS.

 

 

Now: Update Wine Club Credit Cards from the POS

You can now update your wine club members' credit cards directly from the Point of Sale. Now, whenever you add a credit card to an existing club member profile in the POS, you'll see the option to also assign that card to their club memberships. Simply check the box next to the desired clubs to update, then click Save.

> Check out our full documentation for more details.

Security Improvements for PCI Compliance

Due to recent changes by the PCI Security Standards Council, we're making some some important security updates. As of June 30th, the TLS 1.0 encryption will no longer meets minimum security requirements so we are discontinuing the use of Transport Layer Security (TLS) 1.0 and 1.1.

What Does This Mean for Me?

Most clients won't be affected by this change, but if you are currently using WineDirect webservices, you need to be aware that TLS 1.0 and 1.1 will be disabled on our production URLs on Monday June 25th, 2018. (You would have also received an email from us regarding this.)

To ensure you are ready for the switch, you can test your application for compatibility by using our staging environment which already has TLS 1.0 and 1.1 disabled: https://webservices.staging.vin65.com.

For more information on why we are making these changes, click here.

If you have any questions, please contact WineDirect support at support@winedirect.com.

New: FedEx Canada Shipping Report

Based on your feedback, we have created a new report specifically for Canadian wineries that makes it easier for you to upload your orders in FedEx. 

The new report is formatted specifically to be compatible with FedEx to reduce the number of steps required for you to export your orders from WineDirect and them import them to FedEx.

Access the new report by navigating to Reports > Shipping > FedEx Canada Report.

> Click here for more information

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.

Now: Duplicate Products

One of the top requested items on the new WineDirect Ideas forum was the ability to clone a product, so we fast tracked that feature and it is now live!

You can now easily create a copy of any SKU in your online store with a single click. Simply navigate to the product you want to clone and click "Duplicate". A copy of the SKU will be created with all the same product attributes.

The word "Copy" will be added to the Product SKU, Product Name, POS Title and Marketing URL of the newly created SKU. Please be sure to adjust these fields as desired.

By default, newly duplicated SKUs are set as Inactive and Display on Website: No. Simply toggle these options on to make the SKU Active and appear in your online store.

The following fields are NOT copied over from the original SKU during duplication:

• Inventory Counts (Inventory Settings, however, are copied.)
• Product Media (ie. PDFs)
• Vintage Notes
• Related Products
• Product Reviews
• Product Tasks
• Redeemable with Loyalty Points settings

Additional considerations:

• When you duplicate a Product Bundle, the underlying sub-SKUs remain the same. If you want to duplicate the sub-SKUs, you'll need to do that individually and then update the Product Bundle accordingly.
• In order to trigger a Product Sync with WineDirect Fulfillment, WineDirect Marketplace or other third parties including ShipCompliant, you will need to Edit and then Save the basic Product Info. This ensures that you are able to update the product information as needed before the sync occurs.
• For Enterprise Clients, duplicating a SKU does NOT copy the websites selected under Manage Website. You will need to do this manually and assign your duplicate SKU(s) to the websites desired.

Now: Apply Carrots Based on Contact Type

By popular demand, we've updated our Carrot promotional tool so that you can now display targeted marketing messages based on Contact Type.

To configure, from the Store section of the Admin Panel click on Promos > Carrots. When you create a new Carrot or edit an existing one, you'll now see a section to send that message to your customers based on Contact Type.

Carrots are a great way to send targeted marketing messages - like shipping promotions or wine club perks - to your customers on your website, or communicate key information to your staff in the Point of Sale. If you aren't using them yet, learn more here.