Katrina Sohriakoff
April 23, 2019 | Katrina Sohriakoff

New: VinDashboard Partnership

Through our partnership with VinDashboard, WineDirect clients now have a new way to access and analyze your data.

VinDashboard is a reporting service gives you a snapshot view of key business metrics and allows you to drill deeper into your WineDirect data to uncover actionable insights.

Providing access to 50+ industry standard reports and KPIs, VinDashboard enables wineries to easily track and interpret your DTC data through a highly visual and flexible interface. It pulls your WineDirect data automatically and refreshes every day. 

Dashboards and Reports include:

  • DTC Sales and Trends by Channel
  • Sales Associate Performance
  • Wine Club Monthly Overview and Analytics
  • Tasting Room Daily, Monthly, and Yearly Key Performance Indicators
  • Sales and Quantity by SKU

An ideal reporting tool for DTC Managers, Wine Club Managers and Finance Executives, VinDashboard saves you time by compiling the most important data into one easy-to-use, customizable tool. Reports can be set up to be emailed automatically and are easily exported to Excel, PowerPoint, and more.

Services start at $179/month with a one-time setup fee. Pricing is based on annual DTC sales and a 10% discount is offered for annual subscriptions.

> Visit our FAQ page to learn more about VinDashboard and request a demo.

Time Posted: Apr 23, 2019 at 8:00 AM
Katrina Sohriakoff
April 2, 2019 | Katrina Sohriakoff

New: WGits for QuickBooks Integration

Now WineDirect clients can transfer transactions directly to your QuickBooks desktop application -- automatically!

Our partner, WineGlass Integration Technology Solutions (WGits), has developed an automated solution that eliminates the need to manually download reports or use Transaction Pro Importer (TPI) each time you want to upload transactions.

Benefits of WGits for QuickBooks include:

  • Scheduled automatic transfers: Upload new orders every night, week or month.
  • Detailed error reporting: Research and make corrections when you have time instead of needing to fix orders on the spot.
  • SKU Assist: Automatically checks that SKUs are matching in both systems.
  • Handles split tenders and refunds: No longer requires users to manually adjust orders that have been refunded or paid for with multiple tender types.
  • Field synchronization: Tax, inventory and class fields mapped from WineDirect.
  • Easy setup and ongoing support: The WGits team configures everything for you and can be reached over the phone, email and chat for help.

WGits for QuickBooks offers WineDirect clients an easier way to reconcile your transactional data with your accounting needs, eliminating tedious administrative work and headaches for your team. 

> To learn more about WGits for QuickBooks, please contact WGits for a demo.

Time Posted: Apr 2, 2019 at 12:00 PM
Katrina Sohriakoff
October 23, 2018 | Katrina Sohriakoff

New: Tock Introduces Smart Groups

Since announcing our partnership with Tock, the reservation management platform, in July, we've been busy collaborating on new and innovative features to enhance our integrated offering.

Based on your feedback, we’re excited to introduce two upgrades to the WineDirect-Tock integration that make reservations an even more powerful tool for you: 

  • Real-Time Sync between Tock and WineDirect ensures that bookings and club memberships will now update across platforms instantaneously.
  • Smart Groups allow you to automatically apply special pricing to your club members and VIPs, making it easier to comp or discount tastings. 

> Learn more

Ready to unleash the power of online reservations for your winery? Check out our recent blog post about how you can use Tock to increase tasting room revenue or speak to our team to get the full tour.

> Request a demo

Time Posted: Oct 23, 2018 at 10:18 AM
Katrina Sohriakoff
October 10, 2018 | Katrina Sohriakoff

New: WineDirect Payments

Starting today, WineDirect clients can leverage our new integrated payments solution. From automatic credit card updates to custom gift cards, we make payment processing as painless as possible.

Benefits include:

  • Exclusive features such as Automatic Credit Card Updating, Same Day Refunds on POS, and the EMV terminal (coming soon).
  • Top-notch customer service, available 24/7 from a team with deep experience with the wine industry.
  • Enhanced security, complete PCI compliance and $100,000 in protection against a data breach.
  • Easy setup: All WineDirect clients are pre-approved for processing, and setup generally takes only a day.
  • Competitive rates and discounts on tasting room hardware.

Seamlessly integrated with the rest of our offerings in the US and Canada, WineDirect Payments is the latest addition to our toolkit to help your winery achieve DTC success.

> Learn More

Time Posted: Oct 10, 2018 at 4:00 PM