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.
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!
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!
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.
In order to facilitate Quickbooks reporting via Transaction Pro Importer, we have made two changes to the columns included in our Quickbooks V2 Report:
Column AO has been renamed Item Discount (instead of Discount) and provides the discount amount PER ITEM.
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.
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.
We've eliminated two bugs related to wine club orders and inventory:
We hope this makes your inventory management easier!
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.