VinesOS

VinesOS Training

Using the Clear Cache option to match your website or remove popups

Updating your Vines OS Site to match your website or remove popups

Set up your VOS hosted pages to match the look of your site

VinesOS Dashboard Set Up with Site Match

Vines includes automated SEO features and manual options for SEO

VinesOS Search Engine Optimization (SEO)

Integrate unique Mailchimp audience IDs for each of your clubs so existing and new members are automatically added or removed

Automate your club members with your Mailchimp lists

UserWay integration makes ADA activation easy

Make your Website ADA Accessible

RedChirp integration

Set up subdomain

Customers can subscribe to specific products. Boost your DTC sales with subscription offerings.

Subscriptions

Online Tips

Curbside Pickup on ecommerce orders

Local Delivery

This article explains how to set pickup as the only option

Setting pickup as exclusive option

Ice packs and Cold service options

Customers have a search filter to expedite their shopping experience.

Wine store filter widget

Add or edit a message on top of a page like Checkout or Member Login

Add or Edit a Snippet

Additional Setup Options

California's Bottle Bill: Option to pass on the CRV fee to the customer

Image size and resolution recommendations

Products - Image Size & Clarity

PRODUCT SET UP

How to set up for UPS Shipping. Including options to help Mother Earth and set up Standard UPS Email Notifications.

UPS Shipping Set Up

FedEx Shipping Set Up

Best shipping rate calculation: Orders are checked for GLS zip code range and the best rate is applied to the order

GLS Shipping Set Up

WineryShip third-party shipping fulfillment

Configure ShipCompliant/Sovos for a full ShipCompliant account

ShipCompliant Full integration setup

Sending orders to shipping and fulfillment companies

Shipping Fulfillment Integration

Customers can select a UPS access point to pick up their shipped orders

UPS Access Points

Shipping fulfillment and integration options and setup

SHIPPING SET UP & INTEGRATIONS

Having a sale on wine?  The following article details the steps.

Placing Products on Sale

Update a registered customers' credit card

Need to update a member credit card on file for future processing?

Update a member credit card

How to Copy & Paste content or text and apply image spacing and alignment

Using the editor - formatting text and images

Create gift box or bundle and set shipping for bundled item

How to set up a Gift box or Bundled product

Gift card printing for Vines OS

Search and filter products for making bulk status or tag updates

Wine filters page for product management

How to refund wine but charge for shipping on a returned order

If you see a POS button or text on the order page.

POS Sale button or text on order page

Display, no display, POS only, member only and what syncs to Items in Revel

Display status options for wine or products on Vines OS

How to tag single and bulk products for promotion on your Shop page

Grouping products using Product Tags

Allow a coupon to apply to an item that includes multiple items

Set a single item to count as more than one for coupons

How to exclude a product from certain types of discounts

Exclude a product from member discounts and/or coupons

Wine search, bulk filter updates, and reorder display options

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

 FAQs, promoting, order handling, declines/fraud, optimizing

Ecommerce Training

Processing Orders

Bulk processing Orders, Shipping & Labels

How to process orders after cards have been updated

Manage Declined Club Orders

How to issue a partial refund to an order

Partial refund

How to refund or void a processed order or club order

Void and Refund Orders on VinesOS Dashboard or POS

Refunds and surcharges - bulk refund, multiple orders, reports

How to manage order inventory that has been determined to be fraud

Retrieving or wasting inventory from a fraudulent order

How to add a surcharge, refund, discounts and make other changes to an existing order

Add a Surcharge, Refund, Discount, and make other edits to an Order

Expanded search options - Search orders by last 4 of the credit card.

Search for orders by last-4 of the credit card.

Changes to the Orders filters.  Order Type/Club Release

Club order filters by club and release

How to set an abandoned cart email reminder for customers that have not completed an online purchase

Abandoned Cart Email Reminder - Legacy

How numbers are allocated and how to interpret gaps in the sequence

System-generated order numbers

Managing Orders

Shipping can be disabled for individual products and/or for an entire product group

Disable shipping for a product category or for individual products

Regulations and restrictions for shipping alcohol for each state

What type of alcohol can be shipped?

Shipping

Let us know what your club structure should be

Define your Club structure

Allow New Members to Give Preferences on Sign-Up

How to allow customers to modify club orders after it's been set up

Customer Choice club creation and processing

Gifted club orders show buyer name and not recipient name

Understanding gift club order receipts

How to add an additional dollar or percent discount on processed club shipments

Add a $ or % Discount on Processed Club Shipments

How to change the staff member that registered a new club member

Change staff who registered member

Send emails to members or customers using VinesOS Mail or MailChimp

Pricing structure for VinesOS Email Tools

VinesOS Email Pricing

Can't find a particular customer or missing member? These tips may help.

Tips on Searching for Missing Club Members or Customers

Club Training

Combine member club orders to reduce shipping costs and packaging

Combining club shipment orders

Members that sign-up after a club release, bulk send or skip the last club shipment.

Bulk send club release for new members

Steps to change the discount, or switch from pickup to ship, or add or remove items from an order.

How to make a change to an order using 'Customize Order'

Customize a club order for a member

If you have a member join and want to send them the last club release...

Send last club release

Request to cancel shipment with your carrier

Cancel a Shipment

Manage pickup orders using VinesOS

Give New Members First Club Order On-Site With Sign-Up

Club Releases & Processing

How a member can cancel their membership online through their account page

Member online cancellation or switching club levels

Active members, Memberships, Inactive, Filtered and Declined CC views

Member summary and type explanation

Add new members

How to manage same credit card for multiple members

Multiple Memberships can be charged to the same credit card

How to create and reset a password, and log in without a password

Creating login passwords, resetting passwords, and logging in without a password

View updates and changes made in the customer's account record

Member History

If you need to cancel or change an ongoing gift club membership, please follow these steps.

Cancelling or Changing a Gift Club Membership

Concerned about members that don't have a card on file or have issues with their card receiving a notification.

Member doesn't have card on file

Failed credit cards

Create an order for a member using the card on file and apply an additional discount if needed

Member wants to cancel - how to unsubscribe a member from a club and make sure they don't get discounts on Revel

How to Cancel a Member - For Revel POS

How to unsubscribe a member from a club and how to reactivate a club member

How to cancel a member

Members can update their card on file

Member statistics

Use the red bell notice to approve member updates from Revel

Review and Approve Member changes from Revel

You can track member cancellations so you better understand your churn.

Track member cancellations

Club member requests shipments be put on hold.

Put a Member on hold

Managing Members

Find answers and get help from Intercom Support and Community Experts

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