Best Practices

Below are recommended steps to manage open orders daily in the WineDirect Fulfillment Portal

Start with the Home Page:

Review Order status on the dashboard
Note the hold messages such as “Orders Needing action” and any orders on hold (i.e. shipping instructions, insufficient inventory, etc.)

Next, review the Orders Module:

Start by reviewing Orders Needing Action, which require your attention to remove any errors and progress to the Warehouse for shipment.

There are several reasons why orders may fail in Orders Needing Action.  Some examples of issues that will require your attention are below: 

Review all open orders checking for hold status

Orders\View Orders
Filter all orders with a Type of Hold “Include Orders on Hold for Any Reason”.  We recommend choosing a date range up through today and sorting by detailed status.
Note:  The hold status will match what was referenced on the dashboard in Step #1.  Address any orders with shipping instructions (which go on hold by default), insufficient inventory, etc.  Call or email your Account Coordinator with any questions.

Review the Address Corrections Module:

Select the address corrections module to review any orders that may have address issues.

Review the Order Batch Summary checking the status of orders flowing into the Fulfillment Portal.  
This is particularly helpful after club releases to check bulk orders Orders\Batch Summary. 

Review backorders, ensuring that orders with insufficient inventory are being managed.
Orders\Back Orders 

Review Delivery Exceptions reported by the carrier to manage orders in transit that have not yet been delivered.

Review returns to review shipments returned to our facility for failed attempts. 

Manage your Weather Holds
Set up your weather holds and release orders.