WineDirect Glossary

Updated on 25 Sep 2024
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Below are a list of terms and their definitions commonly used on theWineDirect Platform.

Abandoned Carts	This is a report located in the Reports tab. It will display a list of orders where customers abandoned their cart before clicking the process button.
Action Email	Action Email is a tool under the Contacts tab that allows you to set up a pre-configured email based on a customer's specific action. For example, if a customer abandons their cart, you can establish that this tool will automatically email them with a special message designed for them.
Action Email Setup	This part of the Action Email tool allows you to assign and create specific email documents to send based on a specific action.
Action Email Queue	This part of the Action Email tool allows you to see the list of Action Emails in the queue. Either they will be sent or have already been sent if displayed here.
Admin	This term refers to an Administrator of the WineDirect Admin Panel who can edit content and products.
Admin User Email Notifications	Email notifications are emails sent to admin users for website orders, club orders, etc. It is a convenient way to track what is happening at your winery.
Aging	Age of the Wine.
Age Gate	Some companies adopt an 'age gate' policy, asking consumers their age before entering the website. Avoid the use of an 'age gate.' This is a controversial topic within the wine industry.
AirPrint	AirPrint is an Apple technology that helps you create full-quality printed output without downloading or installing drivers.
Allocation	Allocation can be defined in three areas: An Allocation is a set amount of Wine, consisting of one type or multiple types of wines, allowed for a specific group of customers. The area in the Admin Panel is to manage the creation of Allocations, the assigned customers, and the products in your allocations. A page on the front end of the website specifically for customers who have a login. If assigned to an Allocation, they will see details in the Allocation. If not assigned to an Allocation, they will receive a message informing them that they do not currently have an Allocation.
Allocation Requests Report	This Report lets you generate a report on any Wish List Requests received for additional allocated products. This Report displays the Products requested, the date of their request, the Customer who requested them, the Customer's Max allotment, and the number of bottles already purchased.
Allocation Wish List	The allocation wish list feature allows customers to request more quantities of the allocated product.
Anchors	Anchors allow you to link to areas within any given page. This is especially useful for long pages requiring a fair bit of scrolling.
Arrange Products	A tool in the Admin Panel that allows you to arrange how a product displays on the front end of the website. Arranging products does not currently apply to products displayed on the allocation page.
Authorized	Authorized Payment Status shows that a credit card has been authorized for fund capture but is not yet captured. This means the credit card is not declined. This Payment Status will normally show if you want to capture funds when you ship your product to your customers.
Auto Flags	Flags that automatically appear on orders or customer profiles indicate an important message.
Auto Populated Data	Auto Populated Data refers to Data that uses a unique code to pull information from somewhere else and replace the code. This is specially coded data that can be added to emails only and is used to automatically add first and last names and billing addresses to multiple clients in a mass email. It consists of a code that starts with "//" and ends with "//." (e.g. //OrderNumber//) This type of information cannot have a space in the word and must be exact in the capitalization.
Basic Admin	Basic Admin is an Administrator with certain restrictions decided by the Domain Admin.
Blog	A blog can be defined as: A blog (a contraction of the term "weblog") is a type of website, usually maintained by an individual with regular entries of commentary, descriptions of events, or other material such as graphics or Video. Entries are commonly displayed in reverse-chronological order. "Blog" can also be used as a verb to maintain or add content to a blog. The utility of the Admin Panel is that you can add Blogs to your website. Blog utility is in the Admin Panel, under Components in the Content Editor.
Blog Category	Any blog categories you've set up as a component using the Blog feature. This allows you to display a list of blog posts that fit a given category.
Blog List	This displays your blog posts in a list format.
Boiler Plate Pages	This term refers to pages such as 'return & cancellation,' 'privacy policy,' and 'terms of use' on your site. These pages are necessary before setting up a Payment Gateway.
Brands	See Products Brands.
Business Categories	The Business Categories feature works harmoniously with the Business Locator, allowing you to categorize your business by category names (e.g., Retail, Restaurants, etc.). It can be located under Content Editor > Components.
Business Locator	The Business Locator is a utility that allows you to add locations of where your products are sold in a searchable map function for display on your website. The Admin Panel allows you to manage the details of the business locator, including adding businesses and searching for previously added businesses. This feature can be found in Content Editor > Components.
Buttons	Buttons on theWineDirect Platform are created using image sprites and a CSS technique called "sliding doors." There are six buttons: Normal, Normal Alternative, Modal, Modal Alternative, Large, and Large Alternative. Each one is used throughout the checkout process or on forms.
Buy X Get Y	This refers to the promotion allowing customers to purchase a specific product chosen by an Admin (X) and receive another product from an Admin (Y) included in the original price. They pay no additional charge for the Y product as it shares the cost of X.
Calendar	The Calendar is what displays your Events on your webpage. Multiple Calendars can be created and added to your website. Calendars can be accessed by going to Content Editor > Components > Events.
Carrots	It's an incentive message. A user is prompted with a reminder activated during their purchase. The message can be anything from giving birthday promotions to club member discounts to offering reduced shipping in exchange for adding more bottles to the order. The Carrot Engine is free and has automatically been turned on for your account. Access it by going to the Store area and on the 'Promos' drop-down.
Canceled	Canceled is an Order Status that shows an order has been canceled. This will display only if an admin manually cancels an order in the admin panel.
Cancellation Reasons	TheWineDirect Platform allows you to create specific custom cancellation reasons to apply to club memberships. Cancellation reasons are only visible to admin users and can only be added to a canceled membership by an admin user.
Categories	Categories refer to a tab found in multiple areas of the Admin Panel.
CellarPass	CellarPass integrates with WineDirect allowing your customers to create reservations for tastings and tours at your winery.
Client Tasks	Tasks that clients must complete to have their website launched.
Cloud Connect	RMS data is stored on a cloud server.
Club	This refers to your Wine Club(s).
Club Member	Customers who are members of your wine club.
Club Processing	This utility allows you to process your Wine Club(s) during your Club Run.
Club Shipping	Club shipping is the strategy you set up for your club processing. Each club processing per club could have different shipping.
Completed	Completed is an Order Status that shows an order has been paid for.
Component(s)	Components refer to three areas: Components are additions to website pages and consist of Forms, Photo Galleries, Event Calendars, Business Locators, FAQs, and Polls. When added to a specific website page, they display as a code in the admin panel, and on the front end of the website, they display and render as intended. Components can be created in the Components section: Content Editor > Components. Components are added with the Component button in the Content Editor toolbar. Its button looks like a gear.
Contact(s)	Contacts are known most commonly as your customers, ones on your mailing list, club members, and anyone your winery contacts. Contacts are accessed by clicking on the Contacts tab in the Admin Panel.
Contact Types	Contact Types refer to two definitions: A way to organize contacts by their relationship with your winery. For example, if they are newsletter recipients, you could assign them to a 'Newsletter' contact type, etc. The Contact Type area of the Admin Panel to manage and add new Contact Types.
Content Blocks	Content Blocks are a great way to get repeating blocks of content that you can place on any page via a component.
Content Editor	The location in the Admin Panel where the Admin User can adjust the content on website pages, Components such as Forms, Photo Galleries, and Events, change Pods, and manage Marketing URLs.
Content Groups	Content Blocks, as mentioned, are assigned to Content Groups. These Groups can be related to Pages or Products. This means you can assign specific Blocks within each Group to a set of unique website pages or assign them to the pages of unique Products. Your Designer/Developer has the control to make these content Groups become Components. They can also control whether the Blocks within the Groups can be a Component.
Corporate Order Importer	This is a tool in the Import/Export Utility. It will allow one Customer to purchase multiple products shipped to multiple shipping recipients in one process procedure.
Cost of Goods	This Report allows you to view products sold and the profits made when comparing the price the products were sold for versus the cost of goods assigned to them. (Cost of Goods is assigned on the pricing tab of a product.)
Coupon(s)	Coupons will display on the front end of the website in the Checkout area if you activate the Promo Builder. Coupons can be referred to as Promos. For the convenience of customers, the term "Promo" is translated as "Coupon" on the front end.
Coupon Usage	This is a report located in the Reports tab. It lets you view which promos have been used within a specific date range. The Report includes the Promo title, Order Numbers, the Total Discount amount, and the Order Total.
CSS	CSS stands for Cascading Style Sheet. It is a written language design and formatting method, most commonly for web pages. This is used by designers along with many other formatting techniques.
Customer List Report	This Report is designed to provide you with the basic billing details of your purchasing customers.
Customer Mailing List Report	This Report is designed to provide the basic details of all your contacts with an email address in your system.
Customer Number	The number assigned to each Customer's profile.
Customer Status	Each Customer in the system at the database level is tagged as a 'prospect,' 'first-time buyer,' 'repeat buyer,' or 'club member.' All customer reports have this customer status tag on them. All orders from June 30, 2014, forward will also be tagged with the customer status.
Dashboard	This area of the Admin Panel includes the latest news from us, your development team, information about recently added features, and any other news we feel might be useful for you. When you first log in, it is your welcome screen and can display useful sales information. It should be your main utility for checking the status of your orders. It will notify you of alerts and important order information that might require your attention. The dashboard provides quick access to sales data tables and comparable sales and club detail reports.
Declined	This Payment Status indicates a customer's credit card was invalid.
DeDupe Contacts	This feature lets you see all duplicate contacts on your contact list. To access this, please head to Settings > Import/Export > DeDupe Contacts.
Description	The Description is a text field where you fully describe a Club or a Product.
Department	The product department's feature allows you to create different sales channels, such as Wine, food, merchandise, etc., and report on sales for each channel.
Designer Launch	Designer Launch is a set of authoring tools that make it possible for developers and designers with coding HTML and CSS to launch custom sites. The benefits of Designer Launch include control over the final design, timelines, and client relationships. One should have a strong background in authoring HTML and CSS to use the Designer Launch tools. There is also an added benefit if you have experience with Javascript.
Do Not Send a List	This part of the Action Email utility allows you to choose which contact types you don't want to receive Action Emails.
Document	This refers to the Document Feature and the Documents you would add toWineDirect. To reach the Document Utility, you would go to Content Editor > Components. These Documents you choose to add can be added to your website and will display as Components.
Domain Admin	A Domain Admin is an Administrator with no website admin panel restrictions.
Email	An electronic message containing data and text sent from one email address to another through the Internet.
Email Category	Any email categories you've designated as a component using the Email Documents feature. This allows customers to view past email newsletters.
Email Documents	This utility allows you to create, edit and manage your Email Documents. Email Documents in this utility are written messages, filled with images and links, and designed to be sent to an individual or multiple email addresses. Contact Types and Lists organize multiple email addresses.
Email Summary Report	The email campaign summary report yields all relevant statistics about a particular email document (including the number of times it was sent out, to whom it was sent, and statistics on which customers opened it and which customers clicked links in the email).
eParcel Report	eParcel Orders or eParcel Consignment report is only applicable to Australian clients. It is a formatted report used to upload into eParcel (Australian Post). It saves the wineries from typing out all the addresses for every order.
Event(s)	An Event inWineDirect refers to the event you would be hosting, creating, and adding to your Event Calendar.
Event Call Out(s)	The Event Call Out utility is an option that allows you to create varied font colors to highlight different types of events. The call Outs must be set up by the website designer and modified in CSS. Block and List style calendars render event Call Outs differently.
Event Tickets	Event Tickets are saleable tickets available onWineDirect. Customers are provided a PDF of the ticket when they purchase an Event Ticket. Event Tickets use a barcode for scanning when entering the event. These barcodes only work with 3 of 9 barcode scanners.
Export	The act of exporting information out of WineDirect (product; club member; shipping rate).
FAQs	FAQs (Frequently Asked Questions) is an area in the Admin Panel under Content Editor > Components that allows you to create a categorized directory of frequently asked questions. You can add questions and answers and upload them to your webpage like any other component or form.
Fermentation	Grape juice becomes Wine as the fermentation process is complete.
First Time Buyer	Customers in your database that have purchased from you once.
Flag	A flag is a free-form notation that allows you to put any flag on a record. The utility to set up a flag is located in the notes section, but a flag differs from a note. A flag is different than a note because it appears on the General Tab of a customer's contact record as a callout message in yellow. You can have multiple flags on a single customer; the most recent flag will appear at the top of the list on the General Tab.
Forms	Forms refer to two areas: You can create a questionnaire in a flexible and custom manner to display on your website. The area of the Admin Panel allows you to manage and add new forms.
Forms Report	The Form report allows you to generate reports on custom form results generated using the WineDirect Form Builder.
Fulfillment Centre	The shipping center is contracted to ship your Wine to your customers quickly.
Future Ship Date	An order's ship date is after the completed/submitted order date. Future Ship Dates can be modified without refunding/editing the order.
FTP Account	FTP accounts allow you to connect to the FTP (File Transfer Protocol) file directory, allowing your designer to add images and data through an FTP program. The video and text documentation below will walk you through setting up an FTP account.
Gift Card	A Gift Card refers to two areas: A product that can be created as a product to be sold online. These products are sent as E-Gift Card Codes via email. (If this product is not an option, please get in touch with support to activate it). An area to manage the Gift Cards created as products to be sold is a utility to create free redeemable Gift Card codes as gifts to valued customers.
Gift Message	Message written by the Customer to go along with the receiver's order.
Gift Card Summary Report	This Report lets you view a summary of All, Active or Expired (Or $0 Balance) gift cards. This Report displays the card by number, the initial card value, the current balance, the expiry date (if applicable), and if the card is active.
Gift Card Transactions	This Report allows you to view each transaction on your gift cards. Transactions consist of the gift card being purchased, any orders on which the gift card is used, and any manual transactions from the admin panel (adding or removing funds).
Greeting Cards	Greeting Cards refers to the ability to add Greeting Cards to be added onto your cart using the Product Groups utility.
Harvest Date	Date of harvest.
Hold	This Order Status shows an order is being edited and is not yet complete. Orders with this status cannot be processed, completed, or canceled until removed from the Hold status.
HTML	HTML stands for HyperText Markup Language. It is the main written form that goes into creating websites.
Image Resizer	The Image Resizer is a tool used to make images match in size if they are not displaying how you want them to. It can also quickly import your previously uploaded images into the Store if your product SKU matches the Image file name.
Import	The action of importing customers, products, shipping rates, orders, etc., intoWineDirect.
Import/Export	The utility in the Admin Panel is found under Settings. Here you can select from several options to import or export products, import contacts, shipping rates, active orders, historical orders, state profile details, etc.
Integrations	A key system feature for any web platform is data portability and integration into point-of-sales systems, fulfillment/shipping centers, and compliance companies.
Inventory	The area where you can control the inventory count of your products. You will find it under the Store tab beside "Products."
Inventory Importer	The Inventory Importer allows you to import inventory data on an excel spreadsheet intoWineDirect. The information will be placed into WineDirect and automatically applied to your products. This tool is located in the Import/Export Utility.
Inventory Pool	The pool where a certain inventory belongs to. WineDirect does not formally support inventory in multiple locations, such as different warehouses. You can create multiple pools for your pickup locations and tasting rooms and manually manage the inventory.
Inventory Velocity Report	The inventory velocity report reviews the sales of an SKU over the last 30, 60, and 90 days. Based on your current inventory and the sales you have made for the SKU over these time frames, the Report approximates the rate at which you will deplete your remaining inventory and provides recommended actions (OK or Replenish) for 30, 60, and 90-day intervals.
Javascript (JS Scripts)	Javascript is used by designers most often for allowing certain design changes to display in a web browser. In WineDirect, you can use the JS Scripts button in the Content Editor to embed Video and other special HTML.
Life Time Value Report	This Report is designed to provide you with the basic billing details of all your purchasing customers based on the total amount of money they have spent on your products.
Line Breaks	These are smaller breaks (Example: The gap between the sentence lines). These will appear as </br> in the source code.
List	In WineDirect, a List is a series of searched customers placed together in one Group to organize, categorize, and email in a mass email.
List Builder	The list builder allows an admin to create a customized, detailed list based on several filtering parameters. This utility lets you download the list once the search is complete or even turn this list into a contact type.
Marketing URLs	Marketing URLs can be defined in two areas: Marketing URLs are designed to be appealing for marketing purposes, providing a much shorter URL that is easier to use than a long page ID. The "Marketing URLs" section of the Admin Panel is used to manage and create new Marketing URLs. These can be assigned to a page ID or specific link.
Marketplace(s)	The marketplace is another way to sell your products online, allowing them to flow into WineDirect automatically.
Meta Tag Descriptions	A page's description meta tag gives Google and other search engines a summary of what the page is about. Meta Tag Descriptions will display in search results when a person searches for your site.
Mobile Content	Mobile Content can be added to each web page. If your website also has a Mobile Site created, your pages in the Content Editor will automatically adjust when a mobile device visits your website. The only portion that needs to be customized is if you have a large image on your webpage. If your web page has custom mobile content, a blue message on the bottom left of the Content Editor says "Custom Mobile Content." Mobile content can be customized in the Page Properties of a web page in the Content Editor.
Mobile Traffic	Traffic comes to your website via mobile devices such as smartphones, iPad, etc.
Mod 10 Check	The mod ten checks is a checksum formula verified to ensure that the card number entered follows this formula and should therefore be a valid credit card. This is designed to check for keystroke errors, such as too many or too few characters.
Month to Month	This is the default club membership option when customers sign up for a Club Membership. This represents the Customer paying each time per Club Shipment (Club Run).
Notes	A note is an internal notation attached to a customer. These free-form notes will not be displayed to the Customer online. The notes feature can be accessed on customers, orders, and the dashboard.
One Click Auto Configure	This tool in the Action Email utility allows you to quickly and easily choose which Action Emails you want pre-configured.
Order(s)	The term Order can apply in two areas: The order of how webpages or images are to be displayed. The record of a purchase in the Admin Panel. These are visible in the Store> Orders.
Order History Importer	This tool is located in the Import/Export utility. It allows multiple Orders to be Imported intoWineDirect. These Orders are for historical purposes and are not considered active Orders to be processed.
Order Importer	The tool in the Import/Export utility allows multiple Orders to be imported into WineDirect as an excel file. These Orders are considered active and will be charged by the appropriate method indicated in the import sheet when imported.
Order Range	The ability to find orders between x days and to x days in the list builder feature. Example: Find customers who have placed an order between 30 and 10 days ago.
Order Status	This refers to the purchase's progress (e.g., Completed, Pending, Quarantine).
Order Type	Order Type refers to the method of purchase attempt (e.g., Website, Admin Panel, Mobile, Facebook, POS). If the Order Type displays as Mobile, it was purchased while browsing on a mobile device.
Page Security	The page restricted access to certain contact types of club levels or combinations.
Paragraph Breaks	The larger of the two spacing options. These will appear as <p> for open and </p> for a close in the source code.
Payment Gateway	This routing system routes transactions onWineDirect to your merchant account.
PCI Compliance	PCI DSS, or Payment Card Industry, Data Security Standard, is a set of requirements for all companies holding credit cards and secure data. Feel free to look up more information about PCI Compliance.
Pending	Pending is an Order Status that indicates an order has been abandoned or the connection was lost during the order creation. You will also see a pending order when an admin cancels an order before clicking process while in the admin panel.
Photo Gallery	The Photo Gallery tool allows you to add multiple galleries to a website. These galleries will allow your photos to slide and transition from one Image to the next, enhancing the feel and atmosphere of any website. Only one gallery can be added per web page. The Photo Gallery tool can be found in the Content Editor under the Components tab.
Pickup Location(s)	A Pickup Location is an address added in the Pickup Location section of the Admin Panel. This address should be where Wine would get picked up by the consumer. When an order goes through the Admin Panel, website, or POS System as a pickup order, this Pickup Location will be added as the "Shipping Address," and "Pick Up" will be indicated in the order.
Pods	Pods are additional data boxes that can appear on any website page as assigned by a designer. Pods are designed to allow you to add details, promotions, and featured products to your website in a unique, eye-catching way. It allows for further customization while keeping a clean design. Pods can be edited in the Pod utility in the Content Editor > Pods.
Poll	Our poll builder lets you set up a simple poll and put it on your website. Polls can include several questions in a yes/no or multiple-choice format. Visitors to your site vote once and are instantly shown poll results and a graph.
Point of Sale (POS)	Point of Sale Systems are used for direct purchase of a product. You can integrate a POS system with WineDirect to flow your orders into WineDirect.
Price Levels	This feature allows you to set the prices for specific purposes. As a best practice, we recommend keeping one price level only and never deleting the retail price level.
Product(s)	Product(s) refers to three areas: All the items you have for sale and the area to navigate to manage your products. The area of the Admin Panel is located in the Store tab. Here you can manage all of your products that have been created. A type of product name that can be created. This Product type differs from the Wine and Wine Product types in that it is treated as non-alcoholic merchandise, ranging from hats to shirts.
Product Brand(s)	Product Brands refer to the Brands of your Products. This area of the Admin Panel allows you to create and name multiple Brands of your products to sell. This allows for different organizations if required. This area can be found in the drop-down menu below the Products Tab, Store > Products > Product Brand.
Product Bundle/Set	This product with a main SKU can have multiple products with individual SKUs added to create a set or bundle. The Product tax rates tax it and can include wines and non-wine products.
Product Filtering	Filter products by department, active/inactive in Store> Products search parameter.
Product Groups	Product Groups allow you to group products and place that Group on the page as a component. Product Groups include a listing of products, a title, and a teaser. Product Groups usually require a designer or developer to set up.
Product List	Your products will display in this component in a list format.
Product Sets	Product Sets (or gift sets) give your customers an easy interface to buy a "gift pack" from several offered products and then click a single add-to-cart button to purchase the order.
Product Template	The product template is applied to the product pages and generally includes a sub-navigation. You parse the product template in Setting / Designer Launch.
Promo Builder (Promos)	The Promo Builder is a utility that allows you to provide discounts to your customers. Many different types of promos can be built. Promos will automatically or by using a promo code discount your products how you intended.
Promo Code	This code is optional in creating a Promo in the Promo Builder.
Prospect	New customers entered in your database that have never purchased before.
Quarantine	Quarantine is an Order Status that only applies to those that use ShipCompliant. It indicates that an order did not pass compliance and is in limbo until the Quarantine reason is rectified. The reason for a Quarantine can be found in the "Compliance" tab of an Order.
QuickBooks Transaction Pro Importer	Transaction Pro Importer can get your sales information from WineDirect into your QuickBooks accounting system.
Reload	This term refers to reloading your website's request from the server. This action will need to be done by the support team.
Remote Shipper	AWineDirect/UPS complete integration that allows wineries who self-fulfill their orders to take advantage of WineDirect's discounted shipping rates as well as tools to allow wineries to create and print UPS shipping labels directly from within theWineDirect admin panel.
Repeat Buyer	Customers in the database that have purchased from you repeatedly.
Reports	This section in the admin panel allows you to pull reports in Excel for many required functions, from order details, inventory summaries, club details, and fulfillment submissions. This is an important area for exporting sales information.
Reservations	Orders from Tock, VinoVisit, or CellarPass pushed intoWineDirect are tagged with Reservations as the order type.
Resource Bundle	This term refers to a utility that allows you more customization and control of your website's messaging. The Resource Bundle is located in Settings. After every change, you would want to contact support to reload your website.
RPRating	Robert Parker Rating.
Sales Associate	Sales for your winery.
Sales Attributes	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.
Sales By Category	This Report allows you to view your sales based on which Category (Store Pages) they were purchased on. The Report lists the Category name and the Total dollar value of sales made within a particular date range.
Sales By Customer	Sales By Customer refers to a specific Report in the Reports tab. This utility allows you to search Customerstory based on a customer number or last name within a specific date range.
Sales By Date	In the Reports tab, Sales by Date provides a basic series of information, including billing and shipping information, payment information, the total amount of purchase for each Order Number, and what club name the client belongs to. This Report does not show each SKU in each order.
Sales By Order Number	This Report will provide a report to view your sales within a range of order numbers (Eg: Orders #1000 - #1050), including options for order status choices (e.g., Completed, Refunded, Declined, etc.).
Sales By SKU	This Report allows you to view your sales by your products. You can run a report based on SKUs within a specific date or order number range.
Sales By State	This Report allows you to view the sales within specific State (s) and Province(s). To select multiple states/provinces, you will want to hold Ctrl (PC) or Command (Mac) and click on those you wish to report on (selections will highlight in blue).
Sales By Tender Type	This Report lets you view your sales based on the Customer's payment type: Credit card (Visa, Master Card, Discover, American Express, etc), Check, Gift Card, etc.
Sales DeCustomer	Sales is the most comprehensive of all your sales reports. This Report will allow you to view the specific details of each order between a specific date range, including individual SKU details. Often the best option when exporting orders from theWineDirect Platform.
Sales Graph	This Report populates in PDF format and displays a graph of your sales over a specific period.
Sales Overview	The analysis of gross sales, discounts, and net sales.
Sales Summary	This Report allows you to view a summary of your sales between a specific date range. The Report lists the Date (per day), Order type, Number of Orders for each type, total dollar amounts for each type, and daily total.
Searches	The Searches tab located within the "Store" section of the admin panel allows you to view what consumers are searching for on your website.
Search Engine Site Map	WineDirect provides Google with a Robot.txt file. This search engine site map, the technical term: XML, will provide Google with your website's page structure. To access your XML site map, navigate to: https://www.YOURDOMAINNAME.com/index.cfm?method=pages.searchEngineSiteMap.
Search Summary	This Report allows you to view a summary of the searches made on your website. Including Search terms, Search Count (number of searches), and the Average Results Returned. (Exports in .xls format)
Search Detail	This Report allows you to view All the searches made on your website. Including the Search date, Search Term, and the number of results returned. (Exports in .xls format)
Send Mass Email	This utility allows you to select the email document and specific individual or list to send the email to.
SEO	SEO is an abbreviation for Search Engine Optimization. This feature enhances your website's discoverability on search engines such as Google, Bing, Yahoo, etc.
Server	This term most commonly applies to a computerized system that serves and answers the requests of multiple other computer systems, sending data of various sorts based on the specific request made by the receiving computer.
ShipCompliant	ShipCompliant is a Compliance Company that ensures the legal sale of Wine in the United States.
Shipping	Shipping refers to the area of the Admin Panel that allows you to create your Shipping Strategies, Rates, Types, and Zones. Store > Shipping.
Shipping Rates	Found in the Shipping Section of the Admin Panel, the Shipping Rates are adjustable and are created after the Shipping Types and Shipping Zones for that Shipping Strategy.
Shipping Strategies (Strategy)	Shipping Strategies refer to the general category of shipment. (e.g., Wine Shipping, Holiday Shipping) The Shipping Strategies is the first step in creating Shipping Details. Following Shipping Strategies, you would next create a Shipping Type.
Shipping Types	Shipping Types is the second step in creating Shipping details in the Admin Panel. Shipping Types should be named as your carrier (e.g., UPS, FedEx, GSO) with their accompanying Carrier Code or Shipping Type Code.
Shipping Type Code (Carrier Code)	The Shipping Type Code refers to each carrier's specific code to ship your products properly.
Shipping Zones	Shipping Zones refers to the specific set of states that you want to ship to. (e.g., Zone 1: CA, NV, TX, WA; Zone 2: GA, IN, MS)
Site Maps	The navigation of a website is important in helping visitors quickly find the content they want. Definition: "an easy way for webmasters to inform search engines about pages on their site that are available for crawling." 'Crawling' is how a search engine searches your pages (sometimes called "Spiders").
SKU	Stock keeping unit number/code.
Spirit	A Spirit is a distilled alcoholic beverage that might be sold on theWineDirect Platform.
SSL	Secured Sockets Layer is a protocol developed by Netscape for transmitting private documents via the Internet. SSL uses a cryptographic system that uses two keys to encrypt data − a public key known to everyone and a private or secret key known only to the message's recipient.
State Profile	The State Profile is a utility in the Admin Panel that allows you to control the tax rates for Wine and non-wine products individually and customize them by each State. It also allows you to control which provinces or states are compliant. The handling rates for each State are also controlled here. The option is also given to charge tax on the handling.
Sub Department	Whenever there is a product department, there will be the option of having a sub-department.
Submitted	Submitted is an Order Status showing that the order has been submitted intoWineDirect and not yet completed. This status will also show up when reviewing an order, providing an accurate submitted date, the date the Customer entered the order on the website, or when the admin began creating the order in the Admin Panel.
Support Plans	There are three flexible plans to receive first-hand support atWineDirect.
Support Conversation	A conversation is generated by contacting. The support team receives these conversations and responds quickly to answer those difficult questions that documentation might not cover.
System Emails	A series of pre-made email documents created with specific formatting to allow the Platform to function correctly. These Email Documents can be edited but never deleted, and auto-populating data should never be removed.
System Errors (error.html)	The second error page is in the root of your project files and is called error.html This error page is used when the system throws an error. We have a separate page with no server processing because we don't want to send the server into a looping error which would crash the server. So if there is a server-level error, we use this generic htm file to show an error. Server error can happen if a layout calls a pod location or content block that doesn't exist or if there are errors in the site setup, like shipping rates not existing. There is no system process on this page - everything is hardcoded to prevent an error loop.
Tasks	Tasks refer to the tasks feature, which allows you to set up task reminders for users with admin panel access. Tasks can be placed on a contact, an order, or a product via their respective task tab. This feature can be accessed in a contact record, a product, an order, and the dashboard.
Taxes by Zip Code	This is a feature for those that have Ship Compliant services set up. This is an option that we provide to allow you to use Ship Compliant's tax rates organized by the zip code instead of a state-wide average which is the default onWineDirect.
Teaser	A teaser refers to a section of text for a Club or Product. This text displays on a page that shows a list of Products or Club options and is a very brief question to whet the consumer's appetite or quickly draw their attention to read more.
Timmy's or Tim's	Slang for Tim Horton's, a chain of doughnut and coffee shops named after a famous hockey player.
UI	User Interface.
Unsubscribe	Unsubscribe refers to three areas: A contact type to organize those who have opted out of receiving your email correspondence. The action to opt out of being contacted by your company. A button that is recommended to be on all of your email documents.
URL(s)	URL stands for Uniform Resource Locator. A URL is a term for any website address or character string to take you to a website (e.g., www.pinewines.com/Wines).
User Choice Clubs	The User Choice Club type allows you to give your club members the power to choose the number of bottles of each Wine included in their club shipment, either when they initially sign up or through edits to their membership made before you process the shipment.
User Choice Club Report	This Report will allow you to view your club members' product choices. You will be able to filter by the specific season, membership status, as well as date range.
Varietal	Describes a wine made primarily from a single named grape variety and typically displays that variety's name on the wine label.
Vendors	Webservices connected toWineDirect. This can be viewed via Store> Orders search parameter > Vendors.
Video	Video can be defined in two areas: Moving Picture with Audio that can be added to a webpage. Embedded Videos can be added to the Admin Panel using Javascript (JS Script).
VinoVisit	VinoVisit integrates withWineDirect, allowing customers to reserve tastings and tours at your winery.
Vintage	Vintage added to the details of the product.
Webinar	A Webinar is a live online video Seminar where we instruct you on how to run specific utilities on theWineDirect Platform.
Webservices	Webservices is a utility to connectWineDirect to third-party services such as POS Systems, Fulfillment Centers, etc.
WERating	Wine Enthusiast Rating.
Wine	Wine is one of the Product options to choose from when adding Products.
Wine Appellations	Wine Appellations refer to the different custom appellations you can give a specific Wine (e.g., Napa Valley, Paso Robles, Russian River Valley). Once these are created, they will display in the "Appellation" drop-down on the product creation screen.
Wine Bottle Size	The size of the wine bottle. It is a mandatory field when adding or editing products.
Wine Product	A Wine Product is designed to be a pre-packaged product containing multiple items but being recognized by one SKU. It has one inventory count and will be seen as one SKU by fulfillment.
Wine Regions	Wine Regions refer to the custom regions created in the Admin Panel. These regions would describe the region the grapes came from (e.g., California, Italy, Paris). Once these are created, they will display in the "Region" drop-down on the product creation screen.
Wine Types	Wine Types refers to the types that can be added to theWineDirect Admin Panel (e.g., Red, White, Ice Wine). Wine Types can be searched by their type on the front end of your website. Once these are created, they will be displayed in the "Type" drop-down on the product creation screen.
Wine Varietals	Wine Varietals refers to the different custom varietals you can give a Wine (e.g., Merlot, Cabernet, Pinot Noir).
WSRating	Wine Spectator Rating.
X (Buy X Get Y)	X refers to the purchased product for the promo option Buy X Get Y.
Y (Buy X Get Y)	Y refers to the included product for the promo option Buy X Get Y.
Zip Code	This refers to the zip code seen in the address fields of a Customer Contact Record. A zip code is not mandatory for importing a customer but would be required if valid orders are needed.
404 Error	This page is used when someone attempts to link to a page that doesn't exist on your site. For instance, if there is an old link or marketing url that used to exist on your site but is no longer active. If a visitor tries to visit that older page, they will get the 404 Error page, which by default uses the Main Layout - it is generally a good idea to put a site map on that page so visitors can re-orientate themselves.
46Brix	Enables wineries to connect with buyers actively purchasing Wine online, driving customer acquisition and ROI. This service has been discontinued.

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