---
title: "CORP (Corporate) Order"
slug: "corp-corporate-order"
updated: 2024-09-27T19:17:09Z
published: 2024-09-27T19:17:09Z
canonical: "docs.winedirect.com/corp-corporate-order"
---

> ## 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.

# CORP (Corporate) Order

![](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/image-1727370695023.png)As corporate gifting has always been a preferred and customized form of gifting for our clients, we’ve added a new Corporate Order type to our diverse range of order types. This is huge as corporate gifting grows within the wine industry.

For example, a corporate order might request holiday cards, gift boxes, and custom ribbons. Order types automate these instructions, ensuring complete customization without winery staff managing each order separately. With WineDirect’s new Corporate Order type feature, these orders can be tracked separately from Club, Daily, or any other order type for exact reporting.

Similar to CLUB volume planning, WineDirect will request a completed CORP order checklist (available for download below). This checklist will provide our team with the requested information needed to best plan and fulfill the CORP order release.

---

**How it works:**

- If you have **50 or more** CORP orders, we will request a [CORP Checklist](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/CORPChecklist_V2_09.01.24.xlsx) (click to download checklist).
- The order type is “CORP”.
- Packing slips are included in CORP shipments.
- Inserts/collateral should be set up as SKUs in the WD system and submitted on your system orders.
- Order Holds and/or Requested Future Ship must be established prior to submitting orders.
- Ensure product moves are completed from Primary to appropriate sub-inventory if applicable.

**How to Submit Orders:**

- Account is assigned CORP order type through designated Account Manager
- Orders should be submitted within the order due date as
- Orders can be flipped from DAILY, or other to CORP order type in the FF portal using the [Bulk Order Update](/docs/bulk-order-update) tool
- Order can also be manually uploaded via [Manual Order Upload](/docs/upload-orders) tool as CORP order type

**Setup & Timeline:**

***Planning: 4 weeks in advance***

- **CORP Form can be found** [**here**](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/CORPChecklist_24.xlsx)  
This worksheet includes the requested ship date, the date we need product SKUs set up, the date we need Inventory IN requests completed, the date orders need to be submitted, whether Coolpacks will be used, package sizes, and forecasted SKUs.
- Inventory: 2 – 3 weeks in advance

***Inventory Staging and Fulfillment Center Planning*** Ensure that all inventory is available for the CORP orders.

- Project Management & Prebuild Setup Checklist
  1. Special Packaging & Quote Process
  2. Inventory Transfer Process
  3. Receiving Process

***Order Submission: 1 week in advance*** Please submit TEST order before the ship date to check for any data integrity issues and to allow us to begin preparing packages for shipment. Ensure that packaging and SKU information has been confirmed.

- Order Processing:
  - Order type “Corporate” CORP to be configured as an account setting.
    - Option 1 - Fulfillment account assigned to CORP order type.
    - Option 2 - Bulk order update to CORP.  
  
Test Orders and Photo Approvals available upon request.

---

**Holiday Shipping Timelines**

- We're happy to bring you the Holiday Shipping Schedule! These timelines provide an insight into the possible last days to ship in time for holiday delivery (and to account for any hiccups with the carriers).
- The schedule includes:

1. WineDirect Holiday Closure Dates for both Client Success and Operations
2. Order Timelines & Cutoffs based on Ground Service Transit Times
3. Extended Hours for Client Success during the Fall Peak Season

[Click here](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/2024%20Holiday%20Shipping%20Timeline.png) for the 2024 Holiday Schedule.

**Tips and Tricks**

- Order Management: [Create an Order!](https://docs.winedirect.com/winedirect-fufillment-docs/docs/create-an-order-single-order-create) (Great for test orders!)
- Bulk Order Updater: [Here](https://docs.winedirect.com/winedirect-fufillment-docs/docs/bulk-order-update)
- Inventory Management: [Tips & Tricks on Product Setup and Inventory Management](https://docs.winedirect.com/winedirect-fufillment-docs/docs/products-1)
- Gift Boxes and Special Packaging: [Gift Boxes and Packaging Brochure](https://docs.winedirect.com/winedirect-fufillment-docs/docs/packaginggift-boxes)
- Ensure it Delivers!
  - [FedEx Delivery Manager](https://docs.winedirect.com/winedirect-fufillment-docs/docs/fedex-delivery-manager)
  - [UPS My Choice](https://docs.winedirect.com/winedirect-fufillment-docs/docs/ups-my-choice-overview-1)
- Mitigate Returns for your Corporate Client with our [Advanced Delivery Exception Tools](https://docs.winedirect.com/winedirect-fufillment-docs/docs/delivery-exceptions)!