All-New WineDirect Updates & Bug Fixes
All-New WineDirect
New feature

What's New: June 25th Release

Brandon avatar
Shared by Brandon • July 08, 2024

We are excited to introduce the latest updates to WineDirect, designed to optimize your operations, improve customer experience, and drive your winery's success.

Orders

  • Accurate Financial Tracking: Orders now retain the original tax and promotion breakdown after updates, ensuring precise financial records and reporting.
  • Instant Coupon Visibility: Adding or removing a coupon on an order is now displayed immediately, with clear icons to distinguish between promotions and coupons, enhancing order clarity.
  • Improved POS Receipts: Updated POS receipts now exclude the associate's full name for privacy and move gratuity to its own line item for better transparency.

Clubs

  • Streamlined Configuration: The duplicate order-prefix field for fulfillment configuration in Club Settings has been removed, simplifying your setup process.
  • Efficient Membership Management: The Cancel Membership modal now closes automatically after a membership is canceled, improving workflow efficiency.

Products

  • Real-Time Inventory Insights: The product inventory module window now displays on-hand stock values, providing you with up-to-date inventory information for better stock management.

Reports

  • Comprehensive Inventory Reporting: The inventory report now includes up-to-date promised stock values, new columns for on-hand stock, and details on orders that still need to be fulfilled, offering a complete view of your inventory status.
  • Detailed Membership Reporting: For membership reports listed on the Generated Reports page, clicking on a report now displays the filters used, helping you understand the report criteria at a glance.
  • Flexible Date Filters: The “Is Before” and “Is After” date filters on reports can now be used without causing report generation failures, increasing your reporting flexibility.
  • Expanded Report Filters: New filters available on Order and Shipping reports include Completed Date, Refunded Date, Cancelled Date, Paid Date, and Product Department, allowing for more granular analysis.

We are dedicated to continuously improving our platform to meet your needs. For more information on the All-New WineDirect, please visit the What's New Page and the documentation.

Thank you for choosing WineDirect. Cheers to your continued success!

New feature
POS

Introducing Split Orders for POS

Brandon avatar
Shared by Brandon • July 03, 2024

We’re excited to announce a powerful new feature on the All-New WineDirect POS: the ability to split orders. This enhancement gives you more flexibility and control, making your transactions smoother and more efficient.

Here's How It Works:

  1. Easily Split Orders: You can now effortlessly split an order on the POS, allowing you to manage multiple transactions from a single initial order.
  2. Duplicate and Customize: Simply duplicate the order and then distribute products across multiple orders as needed. This is perfect for handling group purchases or shared orders.
  3. Maintain Accurate Quantities: Rest assured that the quantity of products cannot surpass the original order, ensuring accurate inventory management.

Why You'll Love It:

  • Enhanced Flexibility: Adapt quickly to customer needs and preferences, providing a seamless purchasing experience.
  • Improved Efficiency: Streamline complex transactions, saving your staff and customers time.
  • Accurate Inventory Management: Maintain precise control over stock levels, reducing errors and improving order accuracy.

Discover the convenience and efficiency of split orders on WineDirect POS today. Ready to elevate your tasting room experience? Give it a try and see the difference!

📝 To learn more about POS for the All-New WineDirect, check out the documentation.

New feature
Online Store

Easily Adjust Product Description Location

Brandon avatar
Shared by Brandon • June 19, 2024

The latest update to the Cellar theme lets you control where your product descriptions appear—above or below the "Add to Bag" button.

To easily update this setting for all your product pages:

  1. Click on "Product Page" in the Theme Styles menu on the left side of the page.
  2. Select your preferred location for the product description in the modal that appears.

This new feature helps you tailor your storefront for a better shopping experience.

📝 To learn more about Page Builder and Cellar Theme for the All-New WineDirect, check out the documentation.

New feature
POS

Introducing On-Hold Orders for POS

Brandon avatar
Shared by Brandon • June 17, 2024

Ensuring your tasting room staff can multitask and work efficiently is crucial for wineries. That’s why we are excited to announce a new feature for the All-New WineDirect POS App: On-Hold Orders.

Key Benefits:

  • Seamless Order Management: Easily put orders on hold by simply clicking the purple button next to the charge button.
  • Efficient Multitasking: Manage multiple orders simultaneously by accessing the Open Orders tab on the bottom bar.
  • Quick Access: Easily search for and re-open any order, ensuring smooth operations during busy times.
  • Enhanced Customer Service: Empower your team to provide excellent service without delays, even during peak hours.

Elevate your tasting room operations and enhance customer satisfaction with the On-Hold Orders feature, empowering your team to handle busy times effortlessly.

📝 To learn more about POS for the All-New WineDirect, check out the documentation.

New feature
Online Store

Enhanced Customization Options for Your Checkout Page

Brandon avatar
Shared by Brandon • May 27, 2024

The checkout page is a crucial touchpoint on your winery's website. Enhance your customer's journey by adding customized details to this vital page. You can now include essential information such as:

  • Shipping Limitations: Clearly communicate any regional restrictions or delivery constraints.
  • Exclusive Promotions: Highlight special offers, discounts, or limited-time deals to encourage additional purchases.
  • Custom Messages: Add a personal touch with thank you notes or loyalty program reminders.

By tailoring the checkout experience, you can reduce cart abandonment, increase customer satisfaction, and drive higher sales.

Required Theme Version: 1.4.5. You can check your theme version by going to Advanced Settings > Storefront > Themes.

  1. Log in to the All-New WineDirect.
  2. Access the Advanced Settings by clicking ECOMMERCE in the left navigation menu, then Settings.
  3. Click Storefront, then Script Manager.
  4. Click the Create a Script button.
  5. Here are the settings you will want to fill:
  6. Script name: Custom Checkout Message (can be anything)
  7. Placement: Header
  8. Location: Checkout
  9. Script Category: Essential
  10. Script Type: Script
  11. Script Contents: You can add HTML text, headings, lists, images, and more in the (Code here) part below.

<script>

window.wd_custom_checkout_message = `(Code here)`;

</script>

For more information on the different types of code you can add, check out this resource.

Promos

Overview of Promotion Types in the All-New WineDirect

Brandon avatar
Shared by Brandon • May 22, 2024

The All-New WineDirect platform offers various promotion types to enhance the customer experience and drive sales. These include Coupon Codes, Coupon Promotions, and Automatic Promotions. While these promotion types share some similarities, each has unique features and functionalities.

Key Comparisons

Automatic Promotions are for when a customer qualifies for a discount at checkout with no action required.

Coupon Promotions are for when a customer needs to add a specific code at checkout, but they must also qualify for that discount based on set parameters defined when creating a Coupon Promotion.

Coupon Codes are for when a customer needs to add a specific code at checkout, but no qualifications are required. Coupon codes can have a limit on how many times they can be used and on which products they can be used.

All three types of promotions can be applied to products of a specific category, but only Coupon Promotions and Automatic Promotions can exclude individual products or full categories.

Shipping Discounts

WineDirect can only provide free shipping as a shipping discount. The ability to add a percentage or dollar amount off of shipping will be a feature released soon.

When providing a Free Shipping promotion to customers, it is important to remember the following:

  1. If a Coupon Code provides free shipping, other shipping methods will still be provided to customers at checkout.
  2. If a Coupon Promotion provides free shipping, no other shipping method will be available for customers at checkout.

Clubs
Bug: Investigating

Investigating: Abandoned Cart Emails for Clubs

Brandon avatar
Shared by Brandon • April 22, 2024

We've observed that certain club members are receiving abandoned cart emails even though their orders are still in draft mode and have not been processed yet. We are actively investigating this issue.

In the meantime, we suggest the following if you are currently using clubs:

  • Not enable abandoned cart emails.
  • Temporarily deactivate abandoned cart emails before generating club orders while draft orders remain in the club.

You can turn off abandoned cart emails by going to Ecommerce > Settings > Marketing > Abandoned Cart Emails > Switch off the 'Send abandoned cart emails' toggle.

We will keep you updated on any developments. If you have any questions, please don't hesitate to contact support via the 'Contact Support' chat option or at support@winedirect.com. Thank you for your patience as we work quickly to find a resolution.