All-New WineDirect Release Notes

Here are the latest fixes and enhancements within All-New WineDirect as of September 10th, 2024:

REPORTS

• Sales by Tender Report is now available. This report allows clients to quickly compare total sales for a given payment type to compare to their cash sales, merchant account balances, or other payment methods that they support.

ORDERS

• New credit cards can now be entered when re-trying payment for a declined order on the Admin Panel. The new card can be optionally saved to the customer profile. Previously the user had to create the card on the customer profile, before retrying payment on the declined order.
• Staff notes that were entered in a draft club order, are now displayed on the club order after it has been processed. The staff notes cannot be edited once the club order is processed.

PRODUCT INVENTORY

• The stock settings configuration form allows users to update safety stock and low stock values independently from adjustments and transfers.
• Adjustments and transfers configuration forms will display pending values when the form is re-opened and can be updated before saving product.
• If an inventory pool has a pending adjustment, adding a transfer to/from that pool will be prohibited until the adjustment is saved.
• If an inventory pool has a pending transfer, adding an adjustment to that pool will be prohibited until pending transfer is saved.
• All inventory adjustments and transfers are captured and reported in the inventory transaction report with details of transfer source and target inventory pools, and any comments provided by the user in the adjustment and transfer forms.

PRODUCT LIST

• The product list can now be filtered by the following product types: Wine, Spirits, Event Ticket, General Product, and Tasting

CLUBS

• Admins can "retry" payment on a selected group of declined orders. A bug was preventing the option on the bulk actions menu previously.
• The ability to “Process All” club orders has been removed from the meatball menu on the Release List. Processing must be initiated from within the club orders page.
• Performance improvements were made to club processing by optimizing calls made to 3rd party services.
• Orders created on the Admin Panel, can now be designated as “club” order type. A bug that was prohibiting the designation was fixed.
• Sporadic timing issues caused customer records to not allow updates when the customer signed up for a club via the storefront. This bug has been fixed by changing the process by which the new customer is created.

PAYMENTS

• Wineries can now configure sales channels to use different merchant accounts. This allows channel-appropriate payment settings to reduce fraud and payment declines. Select your merchant account by selecting “Settings” on the WineDirect Payments Integration page.