Orders

23 Articles in this category

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Orders

23 Articles in this category

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Order Types

Order Types allow you to sort and distinguish different orders based on how or why they are placed.  Certain order types, such as clubs, have special functions within the WineDirect Fulfillment platform and are translated to integrated fulfi...

Updated on : 12 Aug 2024

WineDirect Web Service and Order Issues

In the event that we experience Web Service outages or interruptions, please note that these types of disruptions with the Web Service may impact the transmission of orders from ShipCompliant. Orders that attempt to batch automatically throu...

Updated on : 23 Sep 2024

Upload Orders

Upload Orders - Fulfillment Process for uploading orders manually via a template excel form Upload Orders In the upload orders sub-menu o ption, you will be able to uplo ad an excel sheet of orders, acceptable file types are, ...

Updated on : 23 Sep 2024

Create an Order: Single Order Create

The Create an Order feature is located within the Orders chapter and allows the user to create and submit a single order into the system. This feature bypasses the need to use the Manual Order Importer when only a single order needs t...

Updated on : 06 Dec 2024

Order Hold Management

Order Hold Management When orders are submitted into the Fulfillment Portal, there are a few ways an order can go: Waiting to Be Released Future Requested Ship Date Sent to WMS A different type of order hold ...

Updated on : 09 Dec 2024

Batch Summary

Batch Summary - Fulfillment This article will instruct you on how to view batches of orders as they are imported into the Wine Direct Fulfillment system. The Batch Summary tool provides the list of order batches uploaded within a specif...

Updated on : 05 Apr 2023

Needing Action

Needing Action - Fulfillment This article will provide instructions on how to view orders that need action, including definitions of the specific holds that can apply. You can navigate to the needing action menu by first reviewing you...

Updated on : 22 Feb 2023

View Orders

View Orders - Fulfillment This article will cover the View Orders tab and how to search for specific or a group of orders. The View Orders page is where you can search for orders that have been submitted within the WD ful...

Updated on : 22 Feb 2023

NEW - View Orders

Updated on : 08 Dec 2024

NEW - Address Corrections

This article will review the Address Corrections tab to view orders needing address attention. When looking for orders with invalid addresses, you can search for your orders by selecting just your account, or you can search by specific o...

Updated on : 08 Dec 2024

Alabama Wine Shipping Regulations

Consumers are required by law to go to a State ABC store to place a special order and obtain a Direct Import Authorization Form. This must be obtained prior to placing an order for out-of-state wine. Click here to obtain and download a c...

Updated on : 17 Apr 2024

Back Orders

Back Orders - Fulfillment This article will explore the Back Orders page where orders that are on insufficient inventory can be populated. From this page, you can search and filter for backorders by Account and by Warehouse that h...

Updated on : 23 Feb 2023

Shipments

Shipments - Fulfillment This article will explore the Shipments page and inform you how to search for one or a group of shipments depending on specific attributes. You have 3 ways to search for specific shipments; By Tra...

Updated on : 10 Oct 2024

Delivery Exceptions

Delivery Exceptions - Fulfillment This article will explore how to search and populate shipped orders that have triggered an exception with the carrier. Using the advanced search options in the WineDirect fulfil...

Updated on : 08 Dec 2024

Returns

Returns - Fulfillment This article provides information on how to view and manage orders that have been returned from the carrier back to the fulfillment house. Returns After delivery attempts have been made to ...

Updated on : 23 Feb 2023

Shipment Notifications to Customers

2 Articles in this category

Claims

Claims - Fulfillment This article provides information on shipments for which a claim has been submitted to the carrier. WineDirect provides carrier claim services for lost or damaged shipments. Once your Account Coordinator...

Updated on : 14 Nov 2023

Bulk Order Update

Bulk Order Update - Fulfillment The Bulk Order Update feature offers the opportunity to update a limited set of order attributes on a batch of orders at the same time. Bulk Order Update NOTE: The featu...

Updated on : 08 Dec 2024

Estimate Weather Risk (5-Day Forecast)

Estimate Weather Risk (5-Day Forecast) - Fulfillment This article explains the feature of setting Weather Thresholds to manage orders and monitor forecasts. This feature allows the user to set mini...

Updated on : 08 Dec 2024

Weather Holds

Weather Holds The Weather Hold management tool is a function that allows the user to configure and hold states based on a set of parameters.  The client has full control over the states that are configured, the date in which orders stop shi...

Updated on : 08 Dec 2024

Advanced Weather Holds

Weather Holds The Weather Hold feature is now broken into two parts: Configure and Release Configuring your Weather Holds: In Configure Weather Holds, first you will need t...

Updated on : 15 Mar 2023

Ship-To Address Specifications

When submitting orders, please be mindful of the address character limitations with our carriers. Please note that each line has a specified character limitation as outlined below: Name: 30 characters (including spaces) Company Name: 30...

Updated on : 19 Jun 2024

Recalling a Package

We are happy to announce that our ongoing partnership with UPS has allowed us to develop the ability to RECALL UPS orders directly from the WineDirect Fulfillment portal! Similar to Rerouting a Package, clients can continue to take advantage ...

Updated on : 10 Oct 2024

Edit an Order

11 Articles in this category

Rerouting a Package

You can reroute your UPS consumer packages directly via our WineDirect Fulfillment Portal. When rerouting a shipment, please note the “Delivery Status” of that shipment. Please note that this self-service option is only available fo...

Updated on : 09 Oct 2024

Club Orders & Checklist

Club Orders If you have 50 or more club orders, we will request a Club Checklist to add your shipments to our Master Club Shipping Schedule. The order type is “CLUB”. Packing slips are not included in Club shipments. ...

Updated on : 04 Jan 2024

Temperature-Controlled Services

2 Articles in this category

White Glove Services

2 Articles in this category

Cancel an Order

There are two ways to cancel an order in the WineDirect Fulfillment Portal: 1. Cancelling from the main View Orders Screen: Go to Orders >> View Orders on the fulfillment portal Search for your order/s using either...

Updated on : 23 Feb 2023