VinesOS

Your VinesOS dashboard pages are in Test Mode until Live

Test Mode until Live Site Status

Configure Vines OS for FedEx shipping rates and label generation

FedEx Setup - Shipping rates, labels and label approval - LEGACY

Onboarding

How to get around in VinesOS and how to get support when you need it

VinesOS Orientation

How to transfer member credit card tokens to VinesOS

Transfer Members And Credit Cards to VinesOS

How to import wine or product details by spreadsheet upload

Add, import, export or sync wine in VinesOS

Set up your staff accounts

Set up the main options and settings for your VinesOS account.

Configure General Settings

Set up your Stripe account

Settings per product, set shipping carrier, taxes, discounts, flat rate, services, labels, reports

Shipping and Pickup Settings

How to segment customers in Mailchimp lists for Orders, Events, and POS Purchases

Create Mailchimp Lists from Orders, POS Purchases, Event Registrations, and Canceled Club Members

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

Learn more about outages and service interruptions

Status Center

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

VinesOS Dashboard Set Up with Site Match

Notifications and Triggers

Create locations for managing sales, inventory and taxes

Manage Locations

RedChirp integration

ShipCompliant Integration

INITIAL SETUP

Set configurations for where or if you ship, age requirements, tax, member and case discounts for each type of product you sell.

Configure product-level settings

Add wine and non-wine products to your online store and POS

Build Your Product Menu: Adding Categories and Adding Products

Manage multiple locations, receive or waste inventory, and transfer between locations including warehouse or virtual locations, ie Events

Inventory Management for Single or Multiple Locations

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

Image size and resolution recommendations

Products - Image Size & Clarity

Editing Varietals

PRODUCT SET UP

UPS Shipping Set Up

Shipping Label Printing

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

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

FedEx Shipping Set Up

How to bulk update shipping order statuses and include the tracking number using a CSV import file

Import Order Tracking Numbers and Update to 'Shipped' Status

Shipping fulfillment and integration options and setup

Shipping

General settings to get your POS ready for launch.

POS General Settings

Set up POS to sell wine by the glass, flight, or bottle and set benefits/discounts to automatically be applied in certain circumstances.

Set up POS Products

Set up and configure your Espon receipt printer or kitchen printer

Set Up Epson Receipt Printer

How to set up your Stripe POS terminal to swipe credit cards in VinesOS

Set up Stripe POS swipe terminal

How to configure modifiers and options for food items in the POS

Food Options & Modifiers

POS Setup

How to set up and configure your wine clubs

Setting up Clubs

How to set up and offer a Gift Club membership

Gift Club Set Up

Setting up customer choice clubs where members can modify club release orders

Customer Choice Club Set Up

How to locate and edit your Club Terms, Shipping and Returns, Privacy Policy on your site

Club Terms, Shipping & Returns and    
Privacy Policy

Create a hidden test club for testing purposes and test signing up

Set up a Test Club and test club signup

Running a test club before launch

Launch your club page

Import Past Order History

Allow New Members to Give Preferences on Sign-Up

Club Set up

Setting Up E-Commerce

How to setup, manage, redeem, and view balances for gift cards

Gift Card Configuration, Redemption, Management

For sale of wine to California, be sure to turn on the REQUIRED Prop 65 warning to avoid stiff penalty. EFFECTIVE AUG 30, 2018

Prop 65 Warning Requirement

Conduct a test purchase before launch

Ecommerce Setup

How to manage and configure event ticket sales

Setting up Events

Events Setup

Provide us with the pages that you want set up for your VinesOS site

VOS Hosted Sites: Provide Site Structure

Set up destination and origin sales tax options: Ship Compliant, Avalara Tax Rates, or State level taxes

Configure Sales Tax

Set up subdomain

To ensure proper delivery of your emails and to mitigate the potential risk of being hacked, we recommend that you add these DNS records

Set up email deliverability and security

Setup Requirements

Learn how to report an issue or ask a question to ensure effective results

Reporting an issue or asking a question

If you randomly get logged out of Vines OS, you may need to clear your browser cache and cookies.

Clear browser cache and cookies

Clear application cache and data

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

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

If your main website is down, you can login to VinesOS using a 'backdoor'

Can't login, main website is down so VinesOS is down too

Having troubles logging into the Dashboard or getting logged out

Login Issues

How to provide Mailchimp account access to VinesOS Support

Provide VinesOS support with Mailchimp account access to troubleshoot issues

If you are doing a refund and get error ""Transaction does not exist""

"Transaction does not exist" error message

How to see past charges and update your card on file

VinesOS charges and credit card on file

Did you see the error message "Due to the size of your order, additional shipping rates will apply" and no shipping was charged?

Error: Shipping was not charged on an order

Member says they didn't receive the forgot password email

“Forgot password” problems

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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