Fix: Point of Sale Receipt

If your winery prints receipts after a transaction on the Point of Sale, you may have noticed extra blank spaces on customer receipts.

Our team investigated the cause of the blank spaces some of you were experiencing and have implemented a fix. No action is needed on your part and you can continue to print receipts from the POS as usual.

 

 

Fix: Improved Validation for Product Bundles

Last week, we improved validation for Product Bundles within the new Products section. Previously, the new section allowed users to set product quantities within a bundle to zero. With this improved validation, the minimum quantity is now 1 by default going forward.

If you have already set up a Product Bundle in the new Products section with a quantity of zero, you will need to go back in and change the quantity from zero to 1 to ensure optimal performance.

This is just one of a few updates to improve product bundles we have made in the past few weeks to ensure a smooth checkout experience for your customers.

Now: Scheduled Reports Available to All

Starting today, scheduled reports are now available to all wineries, making it easier and faster for you to manage your reporting and get the right information to the right people, automatically.

Save time by scheduling your daily, weekly, monthly or yearly reports and get them delivered to your inbox. Based on popular demand, this functionality is now open to all wineries (previously it was a Plus-Only feature). In addition, your winery can now enjoy scheduling up to 25 reports (an increase from the previous threshold of 10).

> Read the full documentation here.

This is the latest example of our ongoing commitment to improving our tools to make it easy for you and your team to get the information that you need.

New: Combined Tip & Signature Screen

To offer your customers faster service in the tasting room, you can now combine the tip and signature screen on your point of sale. The option to tip and sign on the same screen not only reduces checkout steps, it shows your customers clearly what they are paying for.

Key benefits:

• Faster tasting room transactions
• Increased transparency for the total bill
• Restaurant-style checkout experience

You can easily activate the combined tip and signature screen by navigating to: POS Profile > Additional Options > Check Require Credit Card Signature > Check Collect Tips > Select Combine Tip & Signature Screen. Read the full documentation here.

This new workflow is a direct result of your feedback, thank you for suggesting and voting for these features in the Ideas Forum! 

 

Fix: eWay Club Processing Bug

If your winery is in Australia, your club processing functionality has been fully restored. We have now implemented a fix for the freezing that was occurring with the eWay payment gateway while processing club members with an expired credit card. You can now process your club as usual, without having to perform any extra steps.

New: Fraud Prevention Tool: 3D Secure

To further protect your winery from online credit card fraud, we've partnered with 3D Secure, an industry-leading service that reduces fraudulent transactions and protects you against chargebacks. It is available exclusively to WineDirect Payments clients.

Key Benefits:

• Reduces fraudulent transactions
• Protects you against chargebacks
• Decreases false declines, resulting in more sales

 

How It Works:

• Authenticates credit and debit cards in real time during checkout
• Ensures the card's validity and the purchaser's identity
• Automatically runs in the background with no impact on the checkout experience

Eligibility Requirements:

• Located in the US or Canada
• Current customer with WineDirect Payments
• Using the latest checkout tools 

You can view the full Documentation here, including how to get 3D Secure fraud protection on your website.

Now: Improved Validation for Bottle Quantities within User Choice Club Season

We've added some validation to the display quantities within a User Choice Club Season. This improved validation reduces error messages seen by your customers, improving their wine selection experience.

With this change, the Max quantity must be equal to or greater than the Min quantity - and the Default quantity can only be equal to or greater than the Min, or equal to or less than the Max. This ensures that the right bottle quantities are selected when your customers choose wines for their User Choice Club shipment.

Check out these new POS features!

Starting today you’ll see four new POS improvements that will simplify your workflows and speed up transaction times. These new features are a direct result of your feedback, thank you for suggesting and voting for them in the Ideas Forum! 

Item totals

You can now easily see the total number of items that have been added to a POS order, helping to avoid mistakes during checkout, especially on busy days.

 

Held order nickname

We now auto-populate the nickname field when you hold a POS order attached to a contact, making it quicker to save and find pending orders.

Receipt resend

Resend a receipt directly from an order in the POS when your customer changes their mind about needing a copy after the sale.

 

Smart keyboards

Enjoy faster data entry with smart keyboards. Form fields that only allow numbers will show the numeric keyboard and email entry fields will show the email keyboard.

 

Improved performance

In addition to these four features, we’ve also invested significant resources in improving speed and reliability on the POS in North America. This includes fine tuning our databases and implementing Kubernetes, the leader of automating application deployment, scaling, and management. This work is ongoing and you’ll continue to see faster response times globally as our new technology enables us to seamlessly scale with your sales volume.

New: Ecommerce Platform Upgrade

 

Today we are thrilled to begin the official rollout of your Ecommerce Platform Upgrade initiative. In the coming weeks, North American wineries will see this upgrade across the Products and Shipping sections, designed to improve your experience and enable you to work faster and smarter.

The upgrade includes: 

• Updated look & feel with a modern design
• Streamlined workflows
• Increased performance backed by new technology 
• Overall improved experience 

We encourage you to check out our new documentation so that you have a chance to preview the changes before they go live.

Products updates:

• More streamlined product setup to help you manage products quickly and more efficiently
• Reduce time by managing all products on both your website and the POS from a single place
• Setup and edit all wine properties through a single section    

Shipping Strategies updates:

• See an overview of each shipping strategy with new single page management
• Configure your zones quickly with new state search functionality and the ability to select all
• Better validation to ensure that you’re rates are set up correctly from the beginning

These updates will be enabled for wineries gradually over the coming weeks and no action is needed on your part. If you have any questions in the meantime, please check out our updated Documentation or contact our team at support@winedirect.com

We look forward to sharing these exciting new updates with you! 

Bug Fix: Updates to Lifetime Value, Membership Status and Last Order Date

We have now completed work on how our platform processes orders and calculates Lifetime Value, Last Order Amount, Last Order Date, Is Active Member and Number of Transactions. These updates not only ensure your orders complete faster; they also add an additional layer of stability to the WineDirect Platform.

Previously, orders placed through your website, POS, Club Processing and Admin Panel were calculated in real-time, while imported orders would run at a regular time every night and sync this information. This process was causing congestion and began to slow down our platform - so we disabled it temporarily.

With the new updates, we have moved to a background refresh so that all orders are processed within two minutes of the transaction. With this update, we are timestamping the latest order as it passes through the queue, and we have implemented validation to ensure system performance stays top-notch.

As you close out the year, know that your Reports, List Builder exports and Contact Statuses have been turned back on and are currently up to date.