VinesOS

Your VinesOS dashboard pages are in Test Mode until Live

Test Mode until Live Site Status

Onboarding

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

VinesOS Orientation

Set up your Stripe account

How to transfer member credit card tokens to VinesOS

Transfer Members And Credit Cards to VinesOS

Import Past Order History

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

Configure General Settings

Create locations for managing sales, inventory and taxes

Manage Locations

Set up your staff accounts

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

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

Shipping and Pickup Settings

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

Configure Sales Tax

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

Inventory Management

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

Learn more about outages and service interruptions

Status Center

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

INITIAL SETUP

How to set up and configure your wine clubs

Setting up Clubs

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

Club Terms, Shipping & Returns and    
Privacy Policy

How to set up and offer a Gift Club membership

Gift Club Set Up

How to get greater creative control over your email notification templates

VinesOS Email Builder - Notifications/Terms

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

Customer Choice Club Set Up

Club Set up

Point of Sale Hardware

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

Set up Stripe POS swipe terminal

General settings to get your POS ready for launch.

POS General Settings

POS Operations Guide

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 enable customers to earn and redeem reward points for POS purchases

VinesOS Reward Points

POS Setup

How to manage and configure event ticket sales

Setting up Events

Events Setup

Setting Up E-Commerce

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

Ecommerce Setup

Running a test club before launch

Launch your club page

Conduct a test purchase before launch

Pre-Launch

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

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'

Main website is down, so VinesOS is down too - Can't log in

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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