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Onboarding
General setup and configuration.
61 articles
VinesOS OrientationHow to get around in VinesOS and how to get support when you need it
Prepare member data and importHow to import member details.
Member Credit Card Transfer to VinesOSHow to transfer member credit card tokens to VinesOS
Add, import, export or sync wine in VinesOSHow to import wine or product details by spreadsheet upload
Set up your staff accounts
Configure General SettingsSet up the main options and settings for your VinesOS account.
Set up your Stripe accountHow to set up your Stripe account
Set up Shipping/Pickup OptionsSettings per product, set shipping carrier, taxes, discounts, flat rate, services, labels, reports
Create Mailchimp Lists from Orders, POS Purchases, Event Registrations, and Canceled Club MembersHow to segment customers in Mailchimp lists for Orders, Events, and POS Purchases
Automate your club members with your Mailchimp listsIntegrate unique Mailchimp audience IDs for each of your clubs so existing and new members are automatically added or removed
Make your Website ADA AccessibleUserWay integration makes ADA activation easy
Status CenterLearn more about outages and service interruptions
CommerceSync for Quickbooks and StripeAutomatically sync VinesOS Stripe transactions to Quickbooks Online or Quickbooks Desktop
VinesOS Dashboard Set Up with Site MatchSet up your VOS hosted pages to match the look of your site
Configure product level settingsSet configurations for where or if you ship, age requirements, tax, member and case discounts for each type of product you sell.
Build Your Product Menu: Adding Categories and Adding ProductsAdd wine and non-wine products to your online store and POS
Set up POS products, discounts and benefitsSet up POS wine and track inventory to the pour, glass, flight, including member benefits or samplings.
California's Bottle Bill: Option to pass on the CRV fee to the customer
Products - Image Size & ClarityImage size and resolution recommendations
Editing VarietalsAdd or remove varietals
Shipping
Shipping fulfillment and integration options and setup
FedEx Setup - Shipping rates, labels and label approvalConfigure Vines OS for FedEx shipping rates and label generation
UPS Shipping - CURRENTLY UNAVAILABLE
Shipping Label PrintingPrint labels for UPS, FedEx or GLS
WineryShip third-party shipping fulfillment
ShipCompliant Full integration setupConfigure ShipCompliant/Sovos for a full ShipCompliant account
Shipping Fulfillment IntegrationSending orders to shipping and fulfillment companies
GLS (General Logistics Systems) shippingBest shipping rate calculation: Orders are checked for GLS zip code range and the best rate is applied to the order
VinoShipper Order Routing Integration
Setting Up the POSGeneral settings to get your POS ready for launch.
Point of Sale (POS) Operations GuideHow to set up and use the the VinesOS point of sale system
Epson Receipt printer set upSet up and configure your Espon receipt printer or kitchen printer
Set up Stripe POS swipe terminalHow to set up your Stripe POS terminal to swipe credit cards in VinesOS
Food Options & ModifiersHow to configure modifiers and options for food items in the POS
Setting up ClubsHow to set up and configure your wine clubs
Gift Club Set UpHow to set up and offer a Gift Club membership
Customer Choice Club Set UpSetting up to offer Customer choice clubs where members can modify club release orders
Club Terms, Shipping & Returns and
Privacy PolicyHow to locate and edit your Club Terms, Shipping and Returns, Privacy Policy on your site
Set up a Test Club and test club signupCreate a hidden test club for testing purposes and test signing up
Running a test club before launchBefore launch, run a test club release
Launch your club pageHow to take your club page live
Import Past Order History
Setting Up E-Commerce
Gift Card Configuration, Redemption, ManagementHow to setup, manage, redeem, and view balances for gift cards
Prop 65 Warning RequirementFor sale of wine to California, be sure to turn on the REQUIRED Prop 65 warning to avoid stiff penalty. EFFECTIVE AUG 30, 2018
Conduct a test purchase before launch
VOS Hosted Sites: Provide Site StructureProvide us with the pages that you want set up for your VinesOS site
Configure Sales TaxSet up destination and origin sales tax options: Ship Compliant, Avalara Tax Rates, or State level taxes
Set up subdomainCreate a subdomain for our hosted pages
Set up email deliverability and securityTo ensure proper delivery of your emails and to mitigate the potential risk of being hacked, we recommend that you add these DNS records