VinesOS

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

POS Sale button or text on order page

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

Online Tips

Gift card printing for Vines OS

The modern features and navigation of the VinesOS Checkout Page

Checkout Navigation

Processing Orders

Bulk processing Orders, Shipping & Labels

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 refund wine but charge for shipping on a returned order

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

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

Disable shipping for a product category or for individual products

Curbside Pickup on ecommerce orders

Local Delivery

This article explains how to set pickup as the only option

Setting pickup as exclusive option

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

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

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

System-generated order numbers

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

Abandoned Cart Email Reminder - Legacy

How to create an order for wholesale, omit tax, set a special price, and allow for check payments

Selling Wholesale on the POS

Manage your Purchase Orders directly in VinesOS

Purchase Orders

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

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

E-Commerce Operations

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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