For the most updated version - please visit, http://support.vinesos.com/en/articles/8522708-vinesos-orientation

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Welcome! Let's get you all the little details you need for using VinesOS most effectively.
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The login page link can be found in your main navigation menu at top of site or in the footer of your VinesOS hosted site. Your company admin for VinesOS will provide you with a login. 

Once you are logged in, you will see a small red chat icon at the bottom right of the screen. Use this to start a new conversation whenever you have a new question or need support. Click on the 'Give Feedback' button to put in a feature request.
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When you log in, you will be directed to the Insights page. Insights provide a convenient visual snapshot of sales, revenue, and members, including sales by channel, which you can filter to view across any time period.

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Let’s review the left sidebar navigation. This is what you will see:

What's New - A news feed of the latest Vines improvements, updates, and announcements
​Settings - General settings for the platform. Set up your initial configuration for VinesOS including general ecommerce and club details that are required. Also manage your Vines admin users here.
​Dashboard - Access Insights, manage orders, set up specific e-commerce settings for different product types, get statistics, coupon management.
Orders - Review and manage orders; configure settings for different types of products. This is where you will process or manage any invoices. Click on the Order ID to see the order details. Be sure to set up the product settings (Dashboard > Settings) for each product type. I've included instructions below.
​CRM - Customer management section - this includes all customers, those who have made a one time order, created an account, as well as members. Check the loyalty filters here!
​Web Updates - Edit website pages - mainly used for sites that use VinesOS content management system, but also includes "snippets" which are chucks of text placed on pages, such as above the member sign-in page, or on top of the order checkout.
​Products - Manage products for sale and set up categories and varietals.
​Clubs - Configure clubs, manage members and process club orders
​Events - Add events and manage RSVPs
​Notifications - Review and edit default system email notifications
​RevelPOS - Configure sync settings between Revel Systems and VinesOS
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Send out member notice to create password and login to VinesOS

Add a member
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​Send last club release to new member
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​Cancel membership on VinesOS
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​Create a one time member order for example, if member calls in an order by phone
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​Update a member credit card or Advise members to update their own card online
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​Send emails to members
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​Put member on hold
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​Signup member on site and give last shipment
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​Track member cancellation reasons

Understanding member summary numbers and statistics

"Member email is already being used"
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​Member is missing on VinesOS

Will member with no card on file receive declined order automatic email

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Adding products and understanding product status display options,
​such as setting member-only items
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​Bulk Processing Club Orders (issuing a club release/shipment).
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​Set flat rate shipping for club batches
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​Manage declined orders
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​Modify a members order, either before or after processing.
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​Create a one-time member order for example, if member calls in an order by phone.
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​Put member on hold
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​Manage club pickup orders using VinesOS
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​Change location of pickup of member order on VinesOS
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​Send last club release to new member
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​Manage shipping orders
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​Change location of pickup of member order

Cancel a shipping label 

Add items for sale
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Find order by name or credit card
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​Set up a coupon for item discount
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​Manage shipping orders
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​Manage pickup orders using Vines OS

Add an event and set whether to include participant names for each RSVP
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​Set up a coupon for event discount
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​Free RSVP Events
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​Manage RSVPs
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​Refund and return seat inventory

Modify event order

Filter and manage products, make bulk product status and tag updates

​Review changes to memberships made from Revel

​Cancel membership on Revel POS

​Manage club pickup orders using Revel
​Refund or Swap out and exchange items on a club order on Revel or add an item to the club order.
​Void a club order on Revel POS
​Add products from Revel to VinesOS
​Managing declined order on Revel
​Set up Events for Revel integration
​Order is not on Revel or product didn't sync to VinesOS.

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