New eCommerce Features
FEATURE |
DESCRIPTION |
BENEFIT |
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| Content Editor | ||
| “Categories” added to the business locator | Allows you to add categories such as “restaurant” or “retailer” to businesses in the business locator. | This is a great place to use categories such as 'Restaurant' and another category like 'Retailer' and then put businesses into one or more of those categories. |
| Categories added to the business locator import and export tool | With the addition of categories to the business locator, the import and export functions have changed. |
1) The export will now show the first four categories that any business belongs to. 2) The importer will allow a business to be imported with up to four categories. |
| QR Codes | QR Codes have been added to all products, content pages, and wine clubs. | Allow visitors to wine shops or customers of various print publications to scan a code which will take them to a page on your website which is specifically targeted to them. |
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| Store | ||
| Ability to batch process |
The orders tab now allows you to perform the following batch functions: 1) Print receipts 2) Print packing slips 3) Email order confirmations 4) Complete orders |
This is a real time saver for self fulfillers. |
| Place order from customer record | The ability to place an order for a customer directly from the store tab of the customer's record. | |
| Ability to search by shipping status on the order tab |
Orders can now be searched by “shipping status” 1) No Status 2) Sent to Fulfillment 3) Shipped 4) Picked Up |
This is useful in searching for orders which have not yet shipped. |
| Gift Card payment display | If a customer uses a Gift Card as payment for a purchase, the gift card number will now display on the order and on printed invoices. | This can be used to reconcile payments received versus those used to date. |
| Advanced product features |
The following features have been added to products: 1) Start and end dates 2) Public sale dates with associated messages |
Now you can display products for a given period of time, or display a product with a specific message and corresponding sale information (for example "On Sale March 31st"). |
| Ability to sell event tickets (Note: this will need to be activated in your website settings. Ask your Account Manager for assistance.) | You can now sell tickets which are individually bar-coded and emailed to the customer in PDF format. You can use a bar-code scanner to scan tickets by downloading a report of events and barcode numbers. | A listing of the tickets you’ve sold can be accessed via the order history section, when viewing orders, or through event ticket reports. |
| 'Short Name' field on clubs (Note: this is part of the club setup process.) | This is used in reports and on the dashboard (where the actual club name is too long to be useful in these settings.) | As an example: If your actual club name is Sample Winery – Two Bottle Red Club, you can use the short name “2 Bottle Red”. |
| Allocation data field | An “internal name” field has been added to the allocation set up. This field is hidden from customers. Internal names are displayed on reports. | This field is useful for adding more descriptive names for reporting purposes or “tiering”. |
| Set 'Type' for an order | When placing an order on the back end you can now set the order type e.g. Admin, Club Order, Website, etc. | This is helpful if you had to cancel a club order and replace the order. |
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| Contacts | ||
| Manual merge function for customer records | If you happen to have two or more customer records for the same person, you can use this feature to merge them into one record. | This helps to ensure a clean database for marketing and customer service purposes. |
| Allocation data has been added to the List Builder tool | You can now use the List Builder to build lists of people who have “wish list” requests or who have received “wish list” grants. | This is useful for emailing people whom you have or have not granted wish list requests to. |
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| Reports | ||
| Date picker | The date picker pulls up a calendar when you click on the date field. | |
| "Allocation” parameter added to several sales reports |
This parameter has been added to the following reports: 1) Sales by Date 2) Sales Summary 3) WSN 4) WineDirect Fulfillment |
When using these reports to pull a listing of orders, you can now pull them based on whether they are part of an allocation or not. |
| New club report added | A “shipments per member” report | This report allows you to see the number of shipments that have been ordered by your club members. |
We love hearing from you!
Do you have a request for a feature which is not on this list? Use our feature request form to send us a message and we'll get back to you shortly.
Please note that this form is ONLY for product feedback - it is not for technical support. Contact your Account Manager if you are in need of support or email support@winedirect.com .
