VinesOS

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

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

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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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