eCELLAR Updates - Current

User Group Meeting – Wednesday, July 9 | 9:00–10:30 AM

Join us for a mid-year check-in! We’ll review deployments from the first half of 2024, preview what’s coming in July and August (including CA ARL tools and public-facing enhancements), and share an updated development schedule for the remainder of the year.

Wednesday, May 28th, 2025

We’re excited to share that a new round of system enhancements will be deployed the evening of Wednesday, May 28. This release includes a wide range of updates across the platform -- including improvements to email notification templates, customer tags, Designer Widgets, club settlement, and ShipManager. There’s a lot of enhancements in this release, so we encourage you to take a few moments to review the details below. As always, if you have any questions, our team is here to help!

Email Template Updates

The menu formerly labeled “Email Templates” has been renamed to “Notification Templates” for improved clarity.

• We’ve updated template names and descriptions and separated recipient details to each notification to improve clarity and ensure better alignment with your company settings.
• Added two new admin email notifications:
  • When a customer updates their email address
  • When a customer updates their email marketing consent
• Added two new customer email notifications:
  • A welcome email for mailing list or newsletter signups (new!! see below)
  • A confirmation email for account creation

Customer Tag Display Options

You can now display customer tags in additional Designer Widget forms and in the My Account section. In Customer Tag Management (within the ACP), the previous “Public” setting has been replaced with more specific controls that let you choose tag visibility for the following areas:

• Create Account
• Email not found > Signup
• Join List (previous “Public” tags will be migrated here)
• My Account > Edit Profile

Designer Widget Improvements

• We’ve introduced a simplified newsletter signup form that doesn’t require address or password fields - perfect for website footers. It can be placed anywhere on your website, so be sure to connect with your designer to add it where it’s most effective for capturing new subscribers.
• In the club signup process, the “Thank You” step bubble has been removed for a smoother customer experience.

Club Settlement Protections

To prevent processing overlap and confusion, the system will now block users from starting a new club settlement batch if one is already in progress for the same event. Visual indicators and messages will clearly communicate when this applies.

Allocation Event Editor Enhancements

New customer data fields have been added to the allocation cart view to support more personalized experiences. These include:

• First and Last Name
• Company Name
• Phone 1
• Phone 2
• Mobile Phone

ShipManager Enhancement

To help prevent label creation errors with FedEx and UPS, we’ve improved how phone numbers are handled in Ship Manager.

• U.S. phone numbers must now contain only 10 numeric digits.
• Any extensions or non-numeric characters will be removed automatically.
• This ensures cleaner data and reduces failed label attempts due to formatting issues.

General Improvements

Location Management Updates

• Fulfillment Visibility: Within Edit Location Details, Pickup and Shipping Fulfillment assignments are now clearly displayed.
• Quick Navigation: You’ll now see a direct link from the Edit Location Details page back to the main View Locations list for easier navigation.
• Improved Sorting: Locations in the Location List, POS Order Sources, and Inventory Locations are now sorted alpha-numerically.
• Additional Updates: A number of other usability improvements have been made. If you have any questions, feel free to reach out to support. (We’re also working on an updated HelpDoc for reference!)

Product Editor Improvements

• A Price column has been added to the main Products list for quick reference.
• We’ve cleaned up column alignment and removed outdated “Sort” columns in the Product Detail and the Product Tree for a more streamlined experience.

Wednesday, May 14th, 2025

Rolled out a new upgrade to the online checkout experience as part of our broader public-facing enhancement project. This update introduces Payfields, a more advanced and secure replacement for the current OpenEdge Hosted Payform. It also allows for the capture and viewing of Address Verification Service (AVS) data, which is now searchable within Payment search. These enhancements provide improved tools to review and manage online transactions.

New/Improved with Upgraded Checkout Payfields:

1. Improved User Experience: Payfields now pre-fills the cardholder’s name, billing address, and billing ZIP code, streamlining the online checkout process for your customers. The new form will automatically take on the styling of your website.
2. AVS Matching and Visibility: With the launch of Payfields, online orders now return an AVS (Address Verification Service) result when a new customer or new credit card is used -- any transaction that requires tokenization. AVS helps validate the billing address and is used to detect potential fraud. The AVS result is saved in the Order Detail for easier review and verification. This includes:     

• Cards tokenized using the previous OpenEdge Hosted Payform   
• Cards entered through the POS
• Cards added to the Customer Card manually or through EMV/card reader
• Important: AVS results are not returned for cards already on file.

3. Visual AVS Response Indicator: In the Order Detail view, you’ll now see a color-coded shield icon that displays:

• CVV match result
• AVS response code & description
• Address and ZIP used for the AVS check - simply hover over the icon to view the full details

4. Search Enhancements: A new Payment Search field called AVS has been added, allowing you to filter transactions by AVS result codes. This makes it easier to review, audit, and validate payment activity with greater efficiency.
5. Enhanced Fraud Protection: Payfields is fully compatible with Google Captcha, adding an additional layer of protection against automated fraud. Captcha is now available! This behind-the-scenes security measure is completely invisible to your guests and helps reduce fraudulent activity on your website. Ask us about it!

January 7th, 2025

We're excited to invite you to our upcoming User Group meeting on Tuesday, January 14th at 9:00 AM. Here's what's on the agenda:

1. 2024 Year in Review
2. 2025 Development Roadmap
3. Training & Education Initiatives
4. Upcoming Events
   • The Pulse – Webinars
   • DTC Wine Symposium – Join us for Wine, Cheese & Cheers at the eCELLAR suite!
5. eCELLAR User Permissions Deep Dive 
   • Review of user permissions
   • Introduction to the New User Permission Audit Report
6. Open Forum

This is an important User Group, and we strongly encourage you to join us - especially if you are involved in setting or managing user permissions. We will circulate the Zoom link Tuesday morning.