New Update: Credit Card Updater

We are thrilled to announce some significant updates for Credit Card Updater for Canadian and US wineries. 

For Canadian Wineries:

Credit Card Updater is now available for all Canadian Wineries. WineDirect's Credit Card Updater tool automatically updates your wine club members' expired, lost, or stolen credit cards. You can significantly improve your team's efficiency and make time for more valuable customer service activities by eliminating the hassle of multiple phone calls and emails.

For US Wineries:

Along with already working with Visa, Mastercard, and Discovery cards, we are excited to announce American Express (Amex) credit cards now work with Credit Card Updater. Enjoy smooth updates for all major credit cards without contacting the customer directly.

Eligibility Requirements:

• Available to all Canadian & US Wineries using WineDirect Payments

Not yet using WineDirect Payments? Sign up here.

For more information on Credit Card Updater, check out our documentation site here.

New: Point of Sale App Version

Great news! We are publishing a new version of our POS app on the Apple App Store, in anticipation of supporting a new EMV Bluetooth card reader for your tasting room. Please note that the App functionality has not changed outside of adding additional functionality to support the new card reader.

If you are setting up a new terminal in your tasting room, you may notice a few references to this card reader, called VivoPay. You can ignore this if you are not a member of the initial closed beta group, simply uncheck the 'Is New Vivo Pay Terminal' during your setup process if you are setting up a Move 5000 device.

If you have any questions, you can always reach out to support@winedirect.com. Thank you!

New: Colorado Retail Delivery Fee

Recently, the Colorado Department of Revenue introduced a Retail Delivery Fee - which took effect on July 1, 2022. Retailers, including wineries with a physical location in Colorado, or an out-of-state winery that holds a sales or use tax permit (required if your retail sales into Colorado are more than $100k in a calendar year) are required to remit the retail delivery fee. Deliveries include when any taxable goods are mailed, shipped, or otherwise delivered by motor vehicle to a purchaser in Colorado. The retail delivery fee is due at the same time as your sales tax return.  

Below are answers to frequently asked questions: 

1. Does my business need to collect and remit the retail delivery fee? 

If your winery is located in Colorado, or you are an out-of-state winery with a sales or use tax permit in Colorado, then you will need to remit the retail delivery fee. 

To determine if you are above the $100,000 per year threshold, you can: 

• Navigate to Reports 
• Click on Sales Summary by State 
• Set your date range in the top left. We recommend checking calendar year 2021 and then year-to-date for 2022 to see if you are above the threshold 
• Click Manage Filters and set the ship state to Colorado 
• View or export the report 

 

2. How do I find out how many "deliveries" I have made into Colorado for reporting and payment purposes?

If the retail delivery fee applies to your business, you need to remit $0.27 per order shipped.  Based on FAQ no. 15 on the Colorado Department of Revenue Taxation Department website.  

"The retail delivery fee is based on each sale to the customer. If a customer orders a number of items in a “cart”, and purchases all of the items at the same time, only one retail delivery fee is due regardless of how many deliveries are actually needed to complete the sale. Alternatively, if a customer orders a number of items and completes the purchase of each item at different times, the retail delivery fee is due on each sale, even if only one delivery is needed to complete the sale." 

WineDirect supports these reporting requirements - follow these steps for the best way to get the information you need to report and pay (when applicable): 

• Navigate to Reports>Sales>Orders by Ship/Pickup Date 
• Select the appropriate date range for the reporting period you will be paying taxes in 
• Click "Manage Filters" and use the following filters 
• Under "Date Type" select "Submitted Date" 
• Under "Ship States," click "Deselect All" then find and select only "Colorado" (Note that you will need to select "Add Filter" and check the box next to "Ship States" in order to see this filter) 
• Click View and take note of the item count listed at the bottom: ie: "Showing 1 - 50 of 292" would indicate that you have 292 shipping orders destined for Colorado in the given reporting period 
• Multiplying the quantity of orders noted in Step 4 by $0.27 each to determine your tax liability 

3. Do I need to present the Retail Delivery Fee on the invoice? 

The answer is: “not yet.”  CO DOR has stated the following regarding the requirement to present the retail delivery fee on invoices or receipts, based on FAQ no. 6: 

“...the Department currently has no plans to prioritize enforcement of this provision as long as retailers are paying the full amount of the fees due in accordance with their liability under section 43-4-605(6)(c), C.R.S.  Retailers who are temporarily paying the fees are advised to avoid statements indicating that the retail delivery fee will be assumed or absorbed or that it will not be added to sale as prohibited by section 39-26-108, C.R.S.” 

We will keep you posted on these developments as they evolve.  

For further information, check out this great up-to-date resource in the FAQs at the bottom of the Colorado Department of Revenue website. It states important details on who is impacted by this change, when the change is in effect, and when the department will begin to enforce the requirement to present the fee on the consumers invoice or receipt (they are delaying enforcement for now). Thank you.

Fix: Loyalty Points

If your winery uses loyalty points, you may have noticed some of your customers not accruing their points with some orders, or having those points deducted when initiating a partial refund. We have recently completed development on a loyalty points updater process that fixes two scenarios with loyalty points - the first is when an order does not accrue loyalty points, and the second is when an order with loyalty points is partially refunded.

What this process does is it looks for orders that did not accrue loyalty points and applies it automatically. In addition, this program also fixes the issue with partially refunded orders having all their loyalty points deducted. This process will add the correct number of points back to those partially refunded orders.

No manual intervention or additional setup needs to be completed. We hope your customers can continue to enjoy their loyalty points programs!

New: WineDirect x Klaviyo Integration

While the current WineDirect platform offers email marketing, some wineries have asked for more advanced automation and segmentation abilities. We are happy to announce that Klaviyo – the leading email automation platform – is now available to be integrated with WineDirect stores. Leverage Klaviyo’s advanced email and SMS marketing automation and best-in-class segmentation tools to generate more sales on auto-pilot.

WineDirects mission as "The Winery's Champion" focuses on offering the best in class tools to wineries of all sizes. This includes looking outside WineDirect and ensuring our wineries have the ability to use the tools they need and reach their goals. We are excited to partner with our friends at Best Worlds – a Certified Klaviyo Systems Integrator and Master Partner – for them to build out this additional hosted service to support WineDirect customers. This integration is a paid feature created and hosted by BestWorlds, including the $250 cost to have Kalviyo and the included set-up fee.

Learn more about the WineDirect x Klaviyo integration here!

Update: Web Service Update

UPDATE - June 9th, 2022: 

We originally planned to deploy a change to our web service APIs on June 13th. Since the email was sent out, some of our partners have discovered issues we did not foresee, and we are postponing the web service deployment. Our team is working diligently towards a fix.

If you have already updated your APIs, we recommend reverting to the existing setup of web services until we have more information.

If you have questions about the deployment delay, please feel free to contact edwin.lo@winedirect.com for assistance. We appreciate your patience.

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As part of our commitment to continuous improvement of the WineDirect platform, we are implementing some changes to our web services to ensure API calls continue to flow automatically. Any integrations that use the below endpoints will need to be updated by June 13th.

Changes will be applied to the following endpoints:

• OrderService v300
• OrderService v301

And only on these methods:

• SearchOrders()
• GetOrderDetail()

We will be converting the OrderNumber attribute from a double to a string for these methods.

Any integrations that use the previously mentioned methods will need to be changed. The deadline for the changes is June 13th.

We sincerely appreciate your understanding and co-operation. If you have any questions, please feel free to email edwin.lo@winedirect.com, and we will get back to you shortly.

New: ATS Shipment Dropdown

If your winery is in Canada, you can now access ATS as a carrier in the shipment dropdown of your orders. This should save you significant time when shipping out wine orders - simply watch the video below to learn more:

>>Watch the demo here.

We are thrilled to roll out further improvements to Canadian wineries as we continue to refine and improve the tools you need. We look forward to continuing to support you and your DTC business.

Partner Spotlight: QuickBooks Online Integration

Exciting News! Our partner, WineGlass Integration Technology Solutions (WGits), is now offering a new online automated accounting solution for WineDirect clients. Save time, money, and stress reconciling your transactional data with this seamless, easy-to-use integration: Quick Books Online.

Key Benefits of QuickBooks Online:

• Significant time savings with the automatic integration
• Reduction of human error by reducing manual entry
• Easy bank reconciliation
• Access anywhere with an internet connection on a tablet or computer (no software required)
• Included top-notch support

• Available for both US & Canada

We had the pleasure to sit down with Dan from WGits to give us an overview of the integration, its main benefits for wineries, and some FAQs. Check out the video below to learn more:

Features Include:

• Customer name mapping
• Order class mapping
• Easier reconciliation
• Transaction dates
• Shipping charges and more!

Price: $250 set up fee and $109.99 / month (USD)

> Interested in learning more about QuickBooks Online? Contact WGits for a demo.

 

 

Already use QuickBooks or want to learn more about the integrations with WineDirect? Check out our documentation page.

Fix: WorldPay Payment Integration

For those wineries using WorldPay and have seen disruption in their service, our apologies as we understand your frustration. We have reached out to the WorldPay team on multiple occasions but have not received any updates on their end.

Going forward, we recommend that WorldPay users switch to our fully-integrated payment processing solution, WineDirect Payments, which includes:

• Enhanced security
• Exclusive features
• Unparallel customer service
• Low rates

>>Learn more about WineDirect Payments here.

Fix: ShipCompliant & EasyShip Integration

If your winery uses EasyShip with ShipCompliant, you may have noticed some synching issues over the past few months. We are happy to report that ShipCompliant has rolled out a fix for the integration. You can look forward to having tracking numbers synching with the EasyShip source code. >>Click to view more about EasyShip

 

If you continue to have issues with using EasyShip alongside ShipCompliant, please reach out to ShipCompliant here.