---
title: "Store"
slug: "store"
description: "The Store tab is where you can setup your products, manage orders, shipping, club processings and much more at the WineDirect Platform. "
status: "update"
updated: 2024-10-28T21:47:33Z
published: 2024-10-28T21:47:33Z
canonical: "docs.winedirect.com/store"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Store

# Store

Clicking “Store” at the top of your admin panel in WineDirect Classic will launch the Store section. You’ll use the Store section to manage the following:

---

## [](https://documentation.vin65.com/Store)Sort

The entry-level screen for the Store Editor shows a list of orders with a record count in the lower left-hand corner. If you look to the left-hand side of this screen, you’ll see the date range field about this list. The date range defaults to the most current week, but you can always change it. The following information about your orders is displayed on this screen:

| Order Number | The number of the order. |
| --- | --- |
| Order Date | The date of the order. |
| Order Status | The status of the order such as: - Completed - Submitted |
| Order Total | The total amount of the order. |
| Shipping Status or Tracking Information | The shipping status of the order such as: - Shipped - Picked up - No Shipping Required |
| Payment Status | The payment status of the order such as: - Paid - Authorized |
| Billing Name and Shipping Name | The last name of the customer. |

In the upper right-hand corner, you can sort this list by Order Number (displays most recent order at the top), Order Date, Order Status, Last Name (Billing), Payment Status, or Total.

---

## [](https://documentation.vin65.com/Store)Search

This section will allow you to search for orders by:

| Order Type | The type of the order such as: - POS - AdminPanel - Website - ClubOrder |
| --- | --- |
| Order Number | The reference number of the order. |
| First Name (Billing Address or Shipping Address) | The first name of the customer. |
| Last Name (Billing Address or Shipping Address) | The last name of the customer. |
| Order Date Range | The date range of the order. |
| Order Status | The status of the order such as: - Completed - Hold - Canceled |
| Payment Status | The status of the payment such as: - Pending - Paid - Authorized |

---

## [](https://documentation.vin65.com/Store)Add an Order

Here you will learn how to add an order and the information you will find on each tab of the order, including the Bill Customer Tab, Ship Customer tab, Items tab, Shipping tab, Payment tab, and Review tab.

1. Click on the green **Add An Order** button.

### [](https://documentation.vin65.com/Store)Bill Customer Tab

1. **Search For An Existing Member** or **Add A New Member.**

2. In the **Notes** section, add notes suitable for the order.

3. In the **Order Type** dropdown field, select the appropriate choice. Usually, it defaults to **AdminPanel** if you are working in the backend.

4. Select **OnSite** (in person) or **Offsite** for your **Sale Type.**

5. Select a **Sales Associate** in the dropdown menu and click **Next**.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/AddAnOrder.PNG)

### [](https://documentation.vin65.com/Store)Ship Customer Tab

1. In the **Shipping** dropdown menu, select **Billing Address**, **New Shipping Address**, **Pick Up**, etc.

(**Please note:** your shipping usually defaults to Billing Address in the AdminPanel.)

2. Click **Next**.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/ShipCustomerOrderTab.PNG)

[](https://documentation.vin65.com/Store)Item Tab

1. Click on the **Click To Add An Item(s) To This Order [+]** button to add products.

![](https://documentation.vin65.com/assets/client/Image/Store/OrderItemTab.PNG)

2. Enter the SKU of the product and hit **Search**.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/ProductSearchInOrder.PNG)

3. In the **Qty (Quantity)** column, select how many to add to the order and click **Submit** and **Save**.

4. In the **Promo & Coupons** section, click the **Click To Add A Coupon To This Order** **[+]** button.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/CouponCodeOrder.PNG)

5. Enter the promo coupon code and click **Save**.

### [](https://documentation.vin65.com/Store)Shipping Tab

1. Your **Shipping** is usually set as the default.

2. You can set it to a flat rate in the Set Shipping Total To.

3. **Ship Date (future)** field allows you to select a date for future shipment.

4. **Delivery Date** field allows you to select a delivery date.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/ShippingTabOrder.PNG)

### [](https://documentation.vin65.com/Store)Payment Tab

1. In the **Payment By** dropdown menu, select the method of payment: Credit Card, Check, Cash, or On Account.

2. If you select **Credit Card** with a credit card on file, it will default to that.

3. If you need to add a new credit card, click the dropdown in **Credit Card** and select **Create A New Credit Card On File For Customer**.

4. Click **Next.**

### ![](https://documentation.vin65.com/assets/client/Image/Store/Orders/PaymentTabOrder.PNG)

**Please Note:**

To use **a gift card as** a tender type, enter the gift card code in the gift card field and select **Next**.

### [](https://documentation.vin65.com/Store)Review Tab

1. The **Send Order Confirmation Email To Customer** and **Send Order Notification Email To Admin** are checked by default. You can uncheck those as you see fit.

2. Review your order to see the **correct order date**, **Payment**, **Billing Address****, Shipping Address, Item Description, Price, Quantity, Total, Shipping & Handling, and taxes**.

3. If you double-check and review that all information is correct, you can click on the green check mark **Process Order** button.

![](https://documentation.vin65.com/assets/client/Image/Store/Orders/ReviewTabOrder.PNG)