Corinna Wang
May 13, 2021 | Corinna Wang

Fix: Masked Credit Card Numbers

At WineDirect we take security very seriously and adhere to PCI compliance standards for the storing, processing, and transmission of credit card data and cardholder information. With our most recent security upgrade, we have now deployed a new layer of security to ensure masked credit cards remain private, with only the last four digits visible for order verification purposes. 

No action is needed from you - we are continuing our security upgrades to ensure the most secure platform for you and your consumers. Thank you.


Time Posted: May 13, 2021 at 12:00 PM Permalink to Fix: Masked Credit Card Numbers Permalink
Corinna Wang
May 10, 2021 | Corinna Wang

Fix: Credit Card Updater Tool

If your winery uses WineDirect Payments Credit Card Updater Tool, you may have noticed your cards weren't getting updated. Our team has now implemented a fix to ensure your club members cards continue to update every 40 days.

There was a little backlog catching up on processing updates to cards between Feb 11 and April 28. We have now  updated all cards previously in the queue.

Thank you for your patience as we continue to monitor this process to ensure you're back on track for your next club run.

Time Posted: May 10, 2021 at 10:40 AM Permalink to Fix: Credit Card Updater Tool Permalink
Corinna Wang
April 14, 2021 | Corinna Wang

Exploring the WineDirect Academy

Just over a month ago, you got access to the WineDirect Academy - a free online training portal to master WineDirect's robust toolset. With a new 'Mastering Emails' course recently added, I sat down with Ben Kraemer to chat about the Academy and dive into what you need to know to get the most out of this exciting new offering.


To get started, simply create an account for free, choose which courses benefit you and then complete the modules. If you've already signed up, you can continue learning from where you left off. We think you'll love the new Academy, but don't take our word for it:

"I am loving it! I think the Academy is so great. This is fresh and in real time and feels very current. They segments are short and to the point. I know I will get a ton of use out of it." - Nancy Dunsmore, Ex Nihilo Vineyards

We are excited to support you on your journey of mastering WineDirect's robust tools. Stay tuned for even more new modules soon!

Time Posted: Apr 14, 2021 at 3:05 PM Permalink to Exploring the WineDirect Academy Permalink
Corinna Wang
April 14, 2021 | Corinna Wang

New: Live Chat for DTC Pro and DTC Advanced

If your U.S.-based winery is on the new DTC Pro or DTC Advanced plan, you now have access to enhanced support with live chat functionality and help from our senior Support Specialists. This team is made up of the people who know WineDirect best, and are dedicated to giving you a quick and thorough response, leveraging their collective knowledge and new tools like live chat. 

Haven't used our chat feature yet? Check out our Resource Kit with steps for accessing chat, as well as other tips for reaching WineDirect and our partners. Of course, you can always connect with us by emailing or calling 800-819-0325 too.

We’ve also launched WineDirect Academy, an on-demand educational resource that you can access for free - anytime, anywhere. We encourage you to check it out so you and your team can take full advantage of the platform’s robust toolset.

The Client Success Team is here for you seven days a week, with ample coverage during business hours, ready to assist when it's convenient for you. We are always happy to help!

Time Posted: Apr 14, 2021 at 2:00 PM Permalink to New: Live Chat for DTC Pro and DTC Advanced Permalink
Corinna Wang
April 12, 2021 | Corinna Wang

New: Billing Contact Changes on Packing Slips

The California Consumer Privacy Act (CCPA) is a state statute intended to enhance privacy rights and consumer protection for residents of California. Based on this legislation, WineDirect has removed date of birth (DOB) and some Billing Address information from Packing Slip PDFs globally to ensure compliance and consumer privacy. 

This update means removing DOB from Packing Slips PDF printouts. In addition, all Purchaser Billing Address information - except for the City and State/Province, which is required by regulators to determine the purchaser's origin, has been removed.

Below is an example of the updated Packing Slip PDFs will display Billing Address going forward:

No action is needed from you, we have already made this change in the backend on your behalf to ensure you continue to protect your consumer's privacy. Thank you for your understanding as we move quickly to uphold compliance.


Time Posted: Apr 12, 2021 at 2:05 PM Permalink to New: Billing Contact Changes on Packing Slips Permalink
Corinna Wang
April 6, 2021 | Corinna Wang

Now: Temecula Valley Wine & Agricultural Heritage District Assessment Levy

If your winery is within the Temecula Valley Wine & Agricultural Heritage District (TVWAHD), you may have heard that on April 1, 2021 a hybrid tax was implemented for all wineries in the region. This five year term stipulates that 1% of all gross sales be funnelled into advertising for the valley.

The good news is that lead trainer, Ben Kraemer, has created a video detailing everything you need to know about the change and your WineDirect setup. Watch the video below:


If you intend to pass this assessment on to your customers, you should retroactively collect it starting April 1, 2021. The amount of assessment, if passed on to each customer, shall be disclosed in advance and be separately stated from the amount charged and any other applicable taxes, and each customer shall receive a receipt for payment from the business. Please identify this assessment as the “TVWAHD Assmt” in a separate line item on the customer’s receipt. In order to disclose the fee in advance, a simple note of “All sales are subject to a 1% Temecula Valley Wine & Agricultural Heritage District fee” should either be printed on tasting menus and/or restaurant menus or on a sign at the register.

Additionally, it must be disclosed in any special events and wedding estimates and contracts. Please note that if a customer refuses to pay the assessment, your business is still liable for paying it.

We've also created some FAQs to help your migrate through this change:


1) What should we call the assessment on the sales receipt?
Per the District’s Management Plan, the assessment will be called “TVWAHD Assmt.”

2) The 1% assessment is charged on gross sales revenue. What does that include?
All direct to consumer sales of for wine, wine club shipments (whether shipped or picked up), ticket sales, tasting fees, tours and private and public special events, merchandise, prepared foods for on-premise or off-premise consumption (whether sold in a tasting room or a stand-alone restaurant on-premise), orders placed via telemarketing, telephone, online, email, whether carried out at the time of purchase, shipped or picked up at a later date (pre-sales). Gross sales revenue shall not include any federal, state or local taxes collected, including but not limited to sales and use taxes.

3) Does the assessment apply to any non-taxable items? (e.g. Shipping, Gratuity, Non-taxable pre-packaged food, etc.?)
No, it only applies to items that you would charge California sales tax on.

4) Would refunded transactions refund the assessment fee previously collected on the order?
Yes, just as you would refund sales tax, you would also refund any assessment collected.

5) Are fees collected for wholesale transactions?
No, there are no assessments collected on wholesale transactions.

6) Our tasting fee includes sales tax and we “back out” the sales tax when it comes time to pay the state. Can we include the assessment in the tasting fee as well and use the same procedure?
Yes, you can, however, it is highly recommended that you line item both the sales tax and the assessment separately, as it will make your accounting much easier and will lessen questions from customers if they see other wineries charging both the tax and assessment and you’re not. In doing a bit of research, many of the wineries in the area do charge sales tax on their tastings as a separate line item.

Time Posted: Apr 6, 2021 at 10:00 AM Permalink to Now: Temecula Valley Wine & Agricultural Heritage District Assessment Levy Permalink
Corinna Wang
April 1, 2021 | Corinna Wang

Deactivation: Customer Capture Feature

We are deactivating the beta feature 'Auto Digital Receipts', also known as 'Customer Capture'. This was rolled out to in beta to a few tasting rooms as a way to streamline the digital receipt process during a Point of Sale transaction.

While this was a successful trial of the concept, due to a low rate of matches found in our system our product team will discontinue it at this time and will be further assessing where to take this feature in the future to provide maximum benefit to you.

We will deactivate this feature on your Point of Sale on Thursday April 8th.

No action is required, and you may notice you will no longer have Guest Customers automatically presented with matches based on prior credit card scan in the WineDirect system. You and your staff can continue asking fist-time customers to either provide their email or enter it into the system on their behalf to send digital receipts.

Time Posted: Apr 1, 2021 at 8:13 AM Permalink to Deactivation: Customer Capture Feature Permalink
Corinna Wang
March 29, 2021 | Corinna Wang

Fix: Product SKUs Within A Product Bundle

If you use Product Bundles, you may have noticed intermittent cases of duplicated items within a bundle. We have now implemented a fix to prevent the specific scenario of multiple presses of the ‘Save Changes’ button unintentionally creating duplicate entries when adding items to the bundle. 

We appreciate your patience as we worked through this complex and intermittent issue.


Time Posted: Mar 29, 2021 at 2:00 PM Permalink to Fix: Product SKUs Within A Product Bundle Permalink
Corinna Wang
March 24, 2021 | Corinna Wang

Fix: Missing Order Information for Web Service Orders

After vigorous investigation and monitoring, our team has confirmed that orders upserted into the WineDirect system using a web service integration, including RMS users, are no longer missing data.

Please note that affected orders (starting March 9th) will need to be resent from the integrated application to correct for the previously missing payment and order item information.

Thank you for your patience as we worked to solve this issue with our 3rd party web services partners.


Time Posted: Mar 24, 2021 at 1:15 PM Permalink to Fix: Missing Order Information for Web Service Orders Permalink
Corinna Wang
March 24, 2021 | Corinna Wang

New: Smart Product Search

With WineDirect's brand-new search functionality, it's now easier for your customers to search and find your wine. By implementing a smart search bar within your website, consumers can quickly search your products to find their favorite wines. 

Here's what one of our beta testers had to say about the new product search functionality:

"The new update for WineDirect search tools works great! The speed is what I'm most impressed by." - Mark Kubas, Ellement Wine & Spirits

We recommend working with your designer to add search to your website. Steps can be found on our Documentation site. If you have any questions, please email

Don't have a designer? Check out our network of Certified Designers.

Time Posted: Mar 24, 2021 at 8:31 AM Permalink to New: Smart Product Search Permalink