Sales Attributes
  • 29 Mar 2023
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Sales Attributes

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Article Summary

A Sales Attribute is one of the ways to track, organize and sort your orders coming into the system. This function is mainly intended for iPad POS orders and Admin Panel orders. If you do not have Sales Attributes on your menu, please contact support@winedirect.com to get this turned on. Please read the following text to learn more about Sales Attributes.


Create a Sales Attribute

To create sales attributes in the Admin Panel, you will first:

1. Go to Settings >Misc > Sales Attributes

2. Click the green [+] Add A Sales Attribute button.

 

3. Name your Sales Attribute (e.g., Tasting Room, Merchandise, VIP) and mark the Attribute as Active to use it.



Using Sales Attributes

Admin Panel Orders:

You can apply the Sales Attributes you've created in the Bill Customer tab when placing an Order.

iPad POS Orders:

When placing an Order on the iPad POS, you can add the Sales Attribute after you've collected payment in the Additional Order Info of the order process. If this window does not show up when placing an order, please get in touch with support@winedirect.com to get this turned on.



Visibility and Reporting

Admin Panel:

1. Navigate to Store > Orders. Search and select any order.

2. In the General tab of the order, in the Order Information section, you can view any Sales Attributes used when placing the order.

3. You can edit, remove, or add a Sales Attribute to the order by clicking the green pencil next to the Order Number.

Reporting:

1. Navigate to Reports > Sales in your admin panel.

2. Sales attributes will appear in all applicable Sales Reports, such as Sales by Date, Sales by Order Number, Sales by State, Sales by Customer, Sales Detail/Detail X, Abandoned Carts, and the Payment Report.



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