Order Details

It is possible to edit orders within the WineDirect Dashboard. To accomplish this, Login to WineDirect > Orders > Click the Elipses (...) > Order Details

Order Details

At the top of an order's details page will be pertinent information regarding the order.

IMPORTANT NOTE: Only Sales Associates and Department can be edited on this screen.

Billing and Shipping

The Billing and Shipping addresses will be available to view and edit if needed.

Products

After a customer places an order, products and pricing variables can be edited.

Products added to the Products List can be searched and added to an order. Quantity can then be changed by selecting the + or - buttons under the QTY column.

The calculations for the orders subtotal and total will be done automatically.

Promotions and Coupons

Clicking the ellipses (...) next to PROMOTIONS & COUPONS allows a user to apply or remove coupon promotions created in WineDirect manually. When Apply Coupon is selected, users have the option to either select from a list of active coupon promotions or enter a coupon code manually.

IMPORTANT NOTE: The coupon codes, whether from the list or manually entered, are populated from the Coupon Codes and Coupon Promotions lists created in WineDirect.

California Redemption Value (CRV) 

IMPORTANT NOTE: The CRV only applies to orders where the shipping or pick-up location is in California

CRV, or California Redemption Value, is a cash fee that consumers pay for each beverage container made from Aluminum, Plastic, or Glass. This program collects 5 cents for containers less than 24 ounces and 10 cents for containers over 24 ounces.

Order Comments

Order comments are the special notes that customers create before checking out on the online stores or associated written within the POS app before payment.

The Sales Associate is the account user who processed the order. The Department is the account user segment where the order was processed within the organization.

Shipment Settings

You can manage either a delivery or pickup shipment by selecting the Elipses (...) at the far right of the Shipments panel of an order's details. 

Pickup Order

If an order is selected as a pickup, it's possible to edit the following shipment information:

• Status
• Ready to Pickup date
• Picked up Date
• Picked up By
• Add Signature image
  

Delivery Order

If an order is selected as a Delivery, it's possible to edit the following shipment information:

• Status
• Requested Shipment Date
• Actual Shipment Date
• Service Level (Carrier Code)
• Shipment Delay Reason
• Shipment Delay Description
• Tracking Number(s)

After these values are filled, selecting SUBMIT will save these values to the orders and update the ShipCompliant order interface.

IMPORTANT NOTE: If the ShipCompliant integration is active and changes are made to an order in the ShipCompliant interface, clicking the Refresh button will auto-populate the above fields in WineDirect's order shipment settings.

Payment Details

To review a more detailed outline of an order's payment details, Orders > Click the Elipses (...) > Select Order Details > Scroll Down to Payments > Click the Elipses > Select Payment Details.

Processing Orders

Selecting Process Order at the bottom of the order creation page will prompt the user to confirm their choice and to optionally select a requested shipment date if an order is to be delivered.

If a compliance integration is active, the user will be able to choose a Shipment Status. By default, delivery orders will be 'Sent to Fulfillment,' and pickup orders will be 'Delivered.' 

IMPORTANT NOTE: These statuses are only applicable if the ShipCompliant integration is active. Otherwise, only the order value and process order/cancel options will be available.

Partial Refunds and Capturing Additional Funds

If an order needs to be edited after it has been processed and payment has been accepted, a user will need to go into that specific order details. 

Press the minus (-) or plus (+) button in the QTY column if a product needs to be removed.

Users may also retroactively add coupon discounts to orders after processing or editing product and shipping/handling prices. Once these line items are edited, all values in the order summary will be automatically updated.

To provide the partial refund or capture for funds, select Process Order at the bottom of the page, and the original and new order values will be seen in the confirmation window. Processing the order will either refund the customer or take funds from the payment form.

IMPORTANT NOTE: Re-processing orders with different values will override existing tax and compliance records, adjust inventory, and resolve payment discrepancies.

Canceling Orders

At the top right of an order details page, there is an ACTIONS button. If selected, users have the option to cancel an order. After clicking Cancel Order, users will be prompted with a window to confirm that they wish to cancel the order.

Canceling an order will refund any payment made and void the corresponding taxes and compliance records (if present).

Force Compliance

If an order does not pass initial compliance, it is possible to force compliance to ensure an order is processed manually. At the top right of an order details page, there is an ACTIONS button. If selected, users have the option to force compliance with an order. 

After clicking Force Compliance, users will be informed and asked to confirm that they are aware that forcing compliance will finalize the tax amounts, commit a non-compliant order, and push the order to fulfillment.