eCELLAR Updates - This Year
Welcome to our eCELLAR Current Updates page!
What's we're up to:
- Public (consumer) Online Enhancements!
- Phase 1: Side cart and cart editor enhancements - DEPLOYED 9/23/24
- Phase 2: My Account functionality & aesthetic improvements, new functionality: cart carrots, estimated delivery Q4 2024
- Phase 3: Improved checkout experience, guest checkout, Apple Pay for online checkout, estimated delivery Q1 2025
- Avalera integration
- Reservations Manager/Booking Agents - Version 3
eCELLAR Enhancements Added:
Wednesday, October 23rd, 2024
- Improved tracking functionality for shipments between eCELLAR ShipManager and ShipCompliant:
- Automatic Tracking Updates:
- UPS/FedEx tracking numbers generated byShipManager will be included in orders sent to SC for fulfillment.
- ShipCompliant will automatically update tracking information directly from the carriers.
- This feature will only operate if the following workflow is adhered:
- First generate tracking labels in ShipManager.
- Then send the orders to ShipCompliant for fulfillment via eCELLAR ‘SHIP’ check box.
- Additional Info:
- Orders sent to ShipCompliant for fulfillment will be locked in the ShipManager interface.
- Uploading tracking via the eCELLAR Add ShipTracking Utility will overwrite any existing tracking numbers in an order.
- Automatic Tracking Updates:
Monday, September 23rd, 2024
- Phase 1 Public-Facing Enhancements: Side Cart & Cart Editor
- Cart Editor & Side Cart Enhancements: The Cart Editor will automatically update, but the Side Cart will not appear by default. If you’re currently using the Side Kick, you will continue to see it, as this deployment does not replace it.
- To Use the Side Cart: If you’d like to implement the Side Cart, you or your web designer will need to add the necessary HTML element (outlined in the WIKI documentation) to your site.
- New Reports:
- New Company Report: “Sales Rep by Product Category”
- Located under Company Reports, this report provides a summary (based on filters identified in search) of Sales Rep by Sales Product Category, allowing a deeper look into what product categories are being sold by each sales rep.
- New Reservations Report: “By Host”
- Located under Reservations Reports, this report provides a detailed view of #tasters, #tastings, revenue, and revenue per taster, grouped by reservation type and then by host.
- New Company Report: “Sales Rep by Product Category”
July 16th, 2024
- Sortable Columns in Search Tools
- Value: Enhances usability by allowing usersto sort columns in the Search Tools.
- Users previously struggled to efficiently organize and access information due to the inability to sort columns by search name, creation date, or user.
- Now, users can sort columns by clicking on the column titles, making it easier to organize and access information. Mouseover hints are included to guide users on using the new sorting functionality effectively.
- Hide Allocation Tiers in POS Drop Down
- Value: Streamlines the POS drop-down menu byhiding unwanted allocation tiers.
- For clients who create multiple allocation tiers for each release, the POS drop-down can become cluttered and difficult to navigate.
- Allocation tiers will now be automatically hidden in the POS drop-down menu if they are hidden in the Allocation Tier list.
- Customer Note Search - Date Range Enhancement
- Value: Improves search functionality byallowing users to search customer notes within a specified date range.
- Users requested the ability to search customer notes over a date range rather than being confined to a single date. This enhancement significantly improves search capabilities.
- Existing single-date saved searches will be automatically updated to the new from/to date format using the old date for both fields.
- Hide Inactive Brands from Customer Card for Enterprise Clients
- Value: Simplifies the customer cardinterface by removing inactive brands, reducing potential for user error.
- Enterprise clients may have brands that are no longer active or utilized, leading to unnecessarily long lists and potential errors in the Allocation Tier and Marketing Consent sections of the Customer Card.
- Please reach out to eCELLAR support if you would like to have brands hidden.
July 2nd, 2024
- Quick Order or Customer Search Using Email
We’ve added the ability to use email addresses for quick customer or order searches. This enhancement allows for faster and more accurate retrieval of customer information, making it easier to manage orders and improve overall efficiency. Simply log into eCELLAR and the Quick Search on the top right side now allows you to search orders and customers by email!
- Google Tag Enhancements
- We have made additional enhancements for Google Tag Manager. If you currently use this feature, please direct your web designer to our GitHub wiki for detailed information.
- Multi-Brand Email Marketing Consent
Enterprise clients can now opt customers in or out by brand. The Campaign tab within the Customer Card will display multi-brand consent information, which can be edited anytime. The layout for bounce and postal settings have also been updated. The following areas of eCELLAR have been updated to accommodate this change:
- Adding New Customers
- New Add (Detailed): In the Customer Card’s Campaign tab,the email consent box will be opted-in by default. Employees can simply select “No”if the customer opts out.
- New Add (Quick): The layout of checkboxes has beenupdated to a single column, with the following options (please note, thebrand context and “Opt out of marketing for all other brands” will only displayfor enterprise clients).
- Opt out of email marketing (for thecurrent brand context – will display)
- Opt out of marketing for all otherbrands
- Prefers no Postal Mail
- VIP Pickup
- New Add (Multi-Ship): Email consent is set to"Unknown" for all brands when creating a new customer using this process.
- Customer Search
- Email Consent Search: Replaced “Wants Email” with “EmailConsent,” now including a brand selector for enterprise clients. Clients with“Wants Email” saved searches have been migrated.
- Criteria Viewer: Updated to display brand selections for enterprise email consent searches
- Bulk Opt-Out
- Now includes options for “Mark as Opted Out” and “Mark as ConsentUnknown.” This can be used to select the appropriate consent option for your existing customers.
- Email Alerts
- Removed opt-out as a trigger for alerts. Alerts will now only display when an email has bounced or is missing.This applies to estate (single brand) AND enterprise clients.
- Campaign Manager
- Adheres to brand consent settings.
- Email summary now includes "Consent Unknown" count.
- Receipts and any emails sent through eCELLAR Email Templates will by pass consent settings.
- Website (Designer Widgets)
- A marketing consent checkbox labeled “I would like to receive marketing and offer emails” will be present in the following locations.
- Creating a new account
- New customers joining a club
- My Account profile
- Please note, new customers must opt in to receive email marketing communications. This coincides with the latest consent requirements. Also, this consent applies only to the website’s brand, all other brands will be set to “Unknown”.
- A marketing consent checkbox labeled “I would like to receive marketing and offer emails” will be present in the following locations.
- User Manager
- Ability to select default brand (for enterprise clients) - clients now have the ability to select which brand the user has access to as well as the default brand. Setting the default brand means that when a user signs in, their context will automatically be set to their default brand.
- API (integrations)
- The REST EXCHANGE has been updated with the new email consent fields.
May 14th, 2024
Order Detail Enhancement: Ship/Pickup Field Converted To Date Picker
TheShip/Pickup field in the Order Detail form has been upgraded to a date picker. Previously, it was a text field, requiring users to reference external calendars to avoid selecting weekend dates. This format change aims to enhance user convenience.
Introduction Of "Add To Cart" Deep Link
The"Add to Cart" deep link helps streamline promotions! For instance, when a client runs a promotion, potential new customers (not yet in the database) receive an email or a postcard with a link or QR code. Upon clicking the link, they land on the client's website with predetermined wines already in their cart. This streamlined process encourages new customer acquisition and orders.
New Permission: "Allow Export To Fulfillment"
In response to client requests, we have introduced a new permission called"Allow Export to Fulfillment." This permission restricts users who can execute Order Exports that change the shipping status to to "Exported". You can find this permission under the Orders section, alongside permissions for both destructive and non-destructive exports.
Introduction Of "Revenue Detail By Channel" Report (Thanks To Papapietro Perry Winery)
We are pleased to introduce a new report, "Revenue Detail by Channel," available within the Company Reports. This report provides a comprehensive breakdown of revenue by sales channel, along with the percentage of total revenue attributed to each channel. Special thanks to Papapietro Perry Winery!
April 1st, 2024
- Enhanced Campaign Manager for Anti-Spam Compliance - In response to updated email-sending policies from Google and Yahoo, focusing on security and spam reduction, senders are now required to authenticate emails using SPF, DKIM, and DMARC protocols. Emphasizing the importance of maintaining low spam rates and offering easy unsubscribe options, we've tailored the eCELLAR campaign manager engine to meet these stringent requirements. For further details or a deeper understanding of these changes, feel free to contact our support team at support@ecellar1.com.
- Improved Customer Search in POS with Active/Inactive Indicator - We've updated the customer search functionality in the POS to distinguish between active and inactive accounts more clearly. Now, theActive/Inactive indicator is conveniently displayed as a filter, with active accounts set as the default option. As an added bonus, we've removed the code that automatically submits product searches, ensuring searches are only initiated when the user presses the enter/return key.
- New Fulfillment Method and Carrier: Vinum55 - We have added Vinum55 as a fulfillment method and carrier, offering our customers even more flexibility in their shipping choices.
February 12, 2024
- Miscellaneous fixes to CRV reporting, Customer Card and order detail displays
February 5, 2024
- Editable Gift Messaging Field in Order Detail Form Exciting news! You can now modify the gift message field on the Order Detail form even after the order has been processed. This added flexibility allows users to create, edit, or remove messages at any stage of the process, enhancing the overall customer experience.
- Enhanced Inventory Summary Report with SKU Description We've made an improvement to the Inventory Summary Report by including SKU descriptions, providing greater clarity and easier identification of products (sponsored by Rudd Estate).
- Enhanced Customer Search query engine for speedier results
January 11, 2024
- Task Manager! Users can now create tasks for themselves to remember follow-ups for their customers and VIP's. Task list(s) are now visible throughout the ACP and new smart icons show if a customer has tasks assigned, with color coding for pending, due today, or late. More information and a video can be found here: https://help.ecellar1.com/article/475-task-manager
January 8, 2024
- Customer Search: Phone number searches now filter out all non-numeric characters (sponsored by Papapietro Perry Winery)
- New Location permission to help lock users out from changing location names
- Reservations Manager: Customer Search now excludes inactive customers
- Uber Customer Creation Card has new 'existing' link if a customer you are trying to create already exists, upon click, opens the Global Customer Card for that existing record