TOP
Carly Imhof
 
September 5, 2018 | Carly Imhof

New: Updates to POS Restaurant Tickets & Receipts

Recent updates to our POS Restaurant Features are designed to help your winery operate more efficiently if you have table seating enabled. These new additions include Order Number and Sales Associate fields, which populate automatically on printed tickets and receipts.

Having Order Numbers display on both tickets and receipts is useful if your winery matches up receipts to closed tickets at the end of each day.

The Sales Associate field is helpful when clarification is needed around an order, as it makes clear who rang it in. Orders are automatically attributed to the Sales Associate currently logged in to the POS with their PIN number.

Here's an example of a printed ticket, so you can see how the new fields display:

POS Restaurant Feature Order Ticket Sales Associate

Keep in mind that the POS Restaurant Features are exclusive to ecommerce Plus clients. Want Plus? 
> Learn More.

If you currently use POS Restaurant Features, you must have table seating enabled in your POS profile to use these helpful new features, and to send table orders to a printer. 

> Check out the documentation on sending items to a printer.

Time Posted: Sep 5, 2018 at 1:00 PM
Carly Imhof
 
August 21, 2018 | Carly Imhof

Now: Search Orders by Sales Associate in the POS

You now have the ability to find orders in the POS based on sales associate, making it quicker to track down information you need at a moment's notice. This is especially helpful when customers request a change to an order after it has been processed, or when managers want to see which sales associate rang in a particular order. On a busy day, these processes should be smooth and quick!

There are two ways to sort orders by sales associate. 

One option is to look up all the orders rung in by one specific sales associate. In the Search modal on the POS Order List screen, just click the new Sales Associate dropdown:

Search by Sales Associate

The other method is to review all orders using the POS Order List screen. A brand new column, Sales Associate, has been added. Here, you can see who rung in each recent order:

Sales Associate Column in POS

We hope you find at least one of these ways to sort orders useful and time-saving.

Carly Imhof
 
July 27, 2018 | Carly Imhof

Now: Add New Bottle Sizes and Product Brands While Adding Products

You can now create new bottle sizes and product brands when setting up SKUs without having to leave the product setup screen. This feature saves you time and resources by eliminating steps in the SKU setup process.

To set up a new size when creating a product, select the Bottle Size dropdown. Click Add New to add the size you need, without having to navigate away from the product setup page:

Add Bottle Size

This added option is designed to streamline your process when creating products. You can still add new sizes by navigating to Store > Products > Bottle Size if you prefer.

> Check out the full documentation.

To set up a new product brand, you will follow the same steps while on the product setup page. Just click Add New from the Product Brand dropdown:

Add New Product Brand

> Read the full documentation

Carly Imhof
 
July 26, 2018 | Carly Imhof

New: POS Order Quarantine Notifications

If you are a ShipCompliant user, you will now receive an instant notification if an order has been quarantined due to an issue with the address after processing it in the POS. This feature makes it easy to correct compliance issues on the spot, before a customer leaves your tasting room.

Previously, if an address was problematic, you would need to look up the order manually after processing it to view quarantine status. You will now receive this immediate notification if an order is quarantined for this reason:

WineDirect Order Quarantine Notification

You can click on this error message to find out what needs to be fixed, and then correct it in the admin panel.

This new notification applies to address quarantines, only. It does not apply to orders quarantined for other reasons.

> Check out the full documentation for more information.

Time Posted: Jul 26, 2018 at 4:54 PM
WineDirect Team
 
July 12, 2018 | WineDirect Team

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!

Time Posted: Jul 12, 2018 at 9:42 AM
Adrienne Stillman
 
July 11, 2018 | Adrienne Stillman

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

Tock-WineDirect-Integration

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.

> Learn More

Adrienne Stillman
 
July 5, 2018 | Adrienne Stillman

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.

 

 

Time Posted: Jul 5, 2018 at 5:06 PM
Adrienne Stillman
 
June 20, 2018 | Adrienne Stillman

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.

Time Posted: Jun 20, 2018 at 6:04 PM
WineDirect Team
 
June 12, 2018 | WineDirect Team

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.

Time Posted: Jun 12, 2018 at 2:00 PM
Adrienne Stillman
 
June 8, 2018 | Adrienne Stillman

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.

FedEx Canada Shipment Report

> Click here for more information