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

This article will help you with Importing all of your Data to VinesOS

Importing Member, Product, and Other Data

Set up your Stripe account

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

Configure General Settings

Create locations for managing sales, inventory and taxes

Manage Locations

Create Staff Accounts & Add Staff Names for Incentives

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 your tasting room and shipping sales tax

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

Sell Futures

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 Training 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

Turn shoppers into regulars with Loyalty Rewards

VinesOS Reward Points

Reorder the display of Wines and Products on POS or Shop page

Set the order of wines in the POS or Shop

PIN management in VinesOS is where you will establish the PIN pad access for your manager and staff

Set PIN access for POS for staff or manager

Create multiple variations for your products

Variants

Create a table plan and manage seated service for your tasting room

POS Table Seating

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

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

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

How to see past charges and update your card on file

VinesOS charges and credit card on file

Avoiding image file size problems to ensure optimal performance

Re-sizing images for peak performance

Troubleshooting

Learn about Stripe's advantages as the most advanced payment infrastructure of the internet.

The Stripe Advantage

Hybrid Mode While Moving from OpenEdge, WorldPay, or Another Stripe Account to Stripe on VinesOS

How to switch merchant processing from WorldPay to Stripe

Switch from WorldPay to Stripe

Stripe Payment Training & Troubleshooting

Stripe Payments

Everything you need to know about processing on Stripe

Stripe Training

Understanding Stripe declined payments and how to resolve them

Stripe Decline Codes

Refund error notice

Training

Get help from Stripe

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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