Orders
  • 03 Apr 2023
  • 8 Minutes to read
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Orders

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Article Summary


Has OrdersThis will turn on the order tools in Vin65 and add the items listed below. If you have ecommerce or POS, you need this checked off.
TelemarketingThis turns on the telesales tools.
ReservationsThis adds a Reservation Order Type option when adding an order through the admin panel or POS.
Edit OrdersDon't touch this unless you know what you're doing. Your accountant will hate you.
Cancel OrdersAllows you to turn off the ability to cancel orders. This is required if you use WineDiret's NAV tools.
Corporate OrdersThis turn on the corporate order tool set.
Default Ship StateThis sets the default state your website chooses when people check out online.
Require Bill BirthdateIt makes it mandatory for the birthdate to be on the billing address. We recommend this if you're selling alcohol.
Require Ship BirthdateIt makes it mandatory for the birthdate to be on the shipping address. We recommend this if you're selling alcohol.

Require Bill Birthdate in Admin

It makes it mandatory for the birthdate to be on the billing address in the admin panel. We recommend this if you're selling alcohol.
Require Ship Birthdate in AdminIt makes it mandatory for the birthdate to be on the shipping address. We recommend this if you're selling alcohol.
Credit Card Types

This shows the card types online in the checkout process. Note that this does not change which card types your payment gateway is set up to accept.

Opt-Out of Customer Card Updater Email*If this is enabled, any automatic Credit Card updates performed through our Credit Card Updater tool will NOT email Club Members informing them their card has been updated. This will only appear if you have Credit Card Updater enabled.
Min Qty / OrderSets the minimum someone quantity someone can buy from your website/POS. Note that if you sell a bundle, the minimum includes bundles, and the sub-SKUs do not count.
Order MultipleThis sets the quantity multiple people must order. I.e., if it's set at 6, people can buy 6, 12, 18, etc. SKUs from you; would not be able to buy three bottles.
Order Note LengthYou can set the max characters for order notes (some integrated partners can only handle text up to a certain amount... kind of like Twitter).
Gift Message LengthYou can set the max characters for the gift message (some integrated partners can only handle text up to a certain amount... kind of like Twitter).
Invoice PDF WatermarkInformation coming soon. Reach out to support@winedirect.com if you need this info.
Allow Order PickupThis setting allows the site to accept pickup orders.
Allow Club PickupThis setting allows the site to accept pickup orders for wine clubs.
Show Pickup in Admin Panel OnlyThis setting allows the site to accept pickup orders only in the admin panel (not on the website or for clubs).
Allow ShipTo PO BoxIt will let you ship to a PO box. We do not recommend this for anyone selling alcohol.
Allow Future Ship Date

This allows a ship date to be set on an order (by your staff, not by a consumer). This could be weather hold, special requests, etc. This will pass to integration as long as they are pulling in the future ship date (i.e., the fulfillment center won't ship your orders until the future ship date hits if they are pulling in the future ship date. Contact your integrated partners to see if they are).

Ask For the Delivery Date

This lets your consumer on your website pick a date they would like it to be shipped. This does not affect the actual ship date and is essentially a note from the customer.

Delivery Day MinIf 'Ask For Delivery Date' is checked off, this is the minimum number of days out of the date the consumer can pick can be.
Delivery Day MaxIf 'Ask For Delivery Date' is checked off, this is the total number of days out of the date the consumer can pick can be.
Uses Payment ManagerThis turns on the tools to connect a payment gateway.
Gateway

This lets you pick from one of the integrated payment gateway partners in the list below. Vin65 only works with these partners. Some features are exclusive to specific gateways.

  • 1800F
  • Authorize.net
  • Authorize.net XML
  • Chase
  • Elgen
  • Everything Wine
  • eWay
  • Moneris
  • No Gateway
  • Ogone
  • PayFlowPro
  • PayFlowPro Custom
  • PayFlow ProRecuring
  • PayJunction
  • PlugNPay
  • TigerTool
  • USAePay
  • Worldpay XML
Mode

This sets the mode of the payment gateway.

  • Test=It will allow all credit cards to be completed, but it will not take an actual payment.
  • Live=It will charge or authorize the card and decline any cards that don't pass correctly.
UsernameYour payment gateway username. This is something different, depending on the gateway you're using. (USAePay Pin = Vin65 Username Field)
PasswordYour payment gateway password. This is something different, depending on the gateway you're using. (USAePay Key = Vin65 Password Field)
Custom 1This may be needed for your gateway. Contact Vin65 if you are setting this up.
Custom 2This may be needed for your gateway. Contact Vin65 if you are setting this up.
Payment Type

This allows you to choose the method of accepting payments you'd like. There are two options listed below. Note that the one you pick also dictates your decision for the 'Order Status' setting.

  • Purchased=If you accept//take the money immaterially.
  • Authorized=If you accept//take the money after you ship the product. This is essentially a 'hold' on the customer's card until they get the wine, then you charge them.
Order Status

Based on the method of accepting payments you picked in the 'Payment Type' setting, this will change the order status. There are two options listed below. Note that the one you choose should be dictated by the 'Payment Type' setting you selected.

  • Completed. You picked 'Purchased' in the Payment Type setting.
  • Submitted=If you picked 'Authorized' in the Payment Type setting.
Partial RefundsThis allows you to offer a refund for some, but not necessarily the total amount of an order. Note that this may or may not be acceptable to your accounting department. You must check with them before turning on this feature. Vin65 does not recommend turning on this feature by default.
Sales AttributeThis turns on the sales attribute feature.
Uses 3rd Party ComplianceIf you connect to a compliance vendor, this turns on the setting you must fill out.
FirmThis lets you select the compliance vendor (ShipCompliant). Note that WineDirect Compliance is set up differently by the Vin65 team.
Mode

There are three modes for your ShipCompliant settings:

  • Test=This will allow orders to flow to Compliance, and they will not reject them.
  • Staging=This will let order flow to Compliance to your specific compliance staging environment.
  • Live=This will allow orders to flow to Compliance, and they will check Compliance on them.
UsernameYour username for ShipCompliant.
PasswordYour password for ShipCompliant.
Compliance Order PrefixDepending on your ShipCompliant setup, you may be required to add a 'Prefix' so that your ShipCompliant account knows which brand is sending them orders. This is often used for companies with multiple brands/wineries.
On Success, mark the shipping order as Sent to Fulfillment (in Vin65)Depending on how you ship wine, you may want your order's status changed so that it's sent to fulfillment if you have ShipCompliant sending the orders to that fulfillment center.
SC FF House

This lets ShipCompliant know which fulfillment center they should send the orders to:

  • AbbeyWineWarehouse
  • AeroPacking
  • AlexanderValleyCellars
  • Amedeo
  • BacchusFulfillment
  • BigRedWineShipping
  • ConciergePackageService
  • CopperPeakLogistics
  • EliteWineShipping
  • ExpressWineDelivery
  • FederalFulfillment
  • FoleyFulfillment
  • Groskopf
  • ILS
  • InHouse
  • InHouseFedEx
  • InHouseGSO
  • InHouseUPS
  • Kaneisable
  • M7WineSolutions
  • NVWWDirect
  • OregonWineServices
  • PackNShipDirect
  • PackNShipDirectAlt
  • SaddleCreek
  • SafeHaven
  • ShipWA
  • TownGreen
  • Fulfillment
  • VinGo
  • VinLux
  • WCCFL
  • WCGiftBasket
  • WinecareLogistics
  • WineCoLLC
  • WineCountryPackAndShip
  • WineCountryShipping
  • WineDirect
  • WineShipping
  • WineShippingSantaMaria
  • WineTastingNetwork
  • WrapItTransit
  • WSCDirect
SC FF AccountDepending on your ShipCompliant setup, you may be required to add a 'Prefix' so that your ShipCompliant account knows which brand is sending them orders. This is often used for companies with multiple brands/wineries.
SC Shipment Status

You can pick the shipment status you'd like once the order is sent to ShipCompliant:

  • InProcess
  • PaymentAccepted
  • SentToFulfillment
  • Shipped
  • Delivered
Taxes By Zip CodeIf you'd like to bring in taxes for each Zip Code, check this off and enter the information in a few settings below. Note that this setting overrides the taxes setup in Vin65's state profile tool. Also, note that from time to time ShipCompliant's services go down. If they go down, this service will not work, and your taxes will default to the tax rate in Vin65's state profile until ShipCompliant is back up and running.
Mode

There are three modes for your ShipCompliant settings.

UsernameYour username for ShipCompliant. It is the same as the Compliance one above.
PasswordYour password for ShipCompliant. It is the same as the Compliance one above.
ShipCompliant MarketPlace

Do not use this without talking with Vin65 first. Additional fees happen automatically with this service. This turns on the setting you need if you use ShipCompliant's MarketPlace tools.

Partner KeyShipCompliant provides your key.
PasswordYour password for your marketplace account.
Mode

There are three modes for your ShipCompliant settings:

  • Test=This will allow orders to flow to MarketPlace.
  • Staging=This will let order flow to MarketPlace to your specific compliance staging environment.
  • Live=This will allow orders to flow to MarketPlace and your live settings on ShipCompliant's side.
Payment GatewayYou are required to use ShipCompliant's payment gateway for their MarketPlace tools.
AdminPanel Order TypeOrders can be created in a few specific ways; we call them to order types. However, you can create custom order types so you can call them whatever you'd like, and it will show up in reporting, in the admin panel, on the POS, etc. This is where you can say which order type you'd like to have any/all admin panel orders default to. It will list your custom order types in the drop-down.
Website Order TypeThis is where you can say which order type you'd like to have any/all website orders default to. It will list your custom order types in the drop-down.
Club Order TypeThis is where you can say which order type you'd like to have any/all club orders default to. It will list your custom order types in the drop-down.
Marketplace Order Type:This is where you can say which order type you'd like to have any/all MarketPlace orders default to. It will list your custom order types in the drop-down.
Mobile Order Type:This is where you can say which order type you'd like to have any/all mobile orders default to. It will list your custom order types in the drop-down.
Reservation Order TypeThis is where you can say which order type you'd like to have any/all reservation orders default to. It will list your custom order types in the drop-down.
Telemarketing Order TypeThis is where you can say which order type you'd like to have any/all telemarketing orders default to. It will list your custom order types in the drop-down.

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