Search results for order tags

176 articles found

  • Order Tags

    Order Tags are structured within Categories, and are incredibly useful to track specific orders, segment your database, and easily create targeted reports. For example, create an order tag for all

  • Add Notes, Comments, Tags to a POS Order

    Notes and Comments There are four different note and comment fields available for orders. To add any notes, click the Comments button at the bottom of the POS anytime while creating the order.

  • Process Wish Grants

    The individual wish grant utility allows for customized wish granting at the individual order level and processing of grants in batches by tier.  In this method, each product granted will add a new pr

  • Search Orders Form

    The Order Search form has four main sections: 1. Order Information 2. Fulfillment 3. Address 4. Back Office Select the desired criteria in the search form, then click Show Orders to view the results.

  • Search for Orders

    The Order Search form has four main sections: 1. Order Information 2. Fulfillment 3. Address 4. Back Office Select the desired criteria into the search form, then click Show Orders to view the

  • POS Basic Functions

    Find the basic how-to's in this article! The Point-of-Sale is a module within the Admin control Panel (ACP). This is the primary tool for all daily transactions, in the tasting room and admin

  • Navigating the Admin Control Panel

    The Admin Control Panel (ACP) is the central location for all modules and tools in eCellar, accessible from any computer with internet access. Manage all data for customers, products, orders,

  • eCELLAR Updates - 2020

    Welcome to our eCellar Current Updates page! The following updates were delivered 2020: eCommerce Abandoned Shopping Cart ADA Compliance Express (1-click) checkout for those customers with billing,

  • Save Order vs. Place Order

    The POS allows you to save any changes made, with or without payment. A saved order can then be edited in the future. Knowing the difference between saving an order and immediately placing an order

  • Search Types and Overview

    Search is the core of eCELLAR: It is used to locate customer and order information, and filter a result list based on common data points of information within the database. Search is also used to

  • Customer Tags

    Customer Tags are a unique way to identify and segment customer records. Tags are organized within Categories, and are incredibly useful to track information about specific customers. Tags can be

  • FOB / WHLS Workflow

    NOTE: This is not a fully integrated tool in the platform. This is a functional workflow, while we continue to develop a FOB/Wholesale module. 1. Create a New Customer / Search for a Customer POS >

  • Task Manager

    Task Manager is your go-to tool for staying organized and efficient. With it, you can easily create, categorize, and organize tasks, ensuring nothing slips through the cracks. NOTE: Task Manager is a

  • Multiple Customer and Order ID Search

    This video contains a demonstration of how to efficiently search for multiple customer or order IDs by creating a comma-separated list from an Excel export. By following this simple technique, you

  • Export Orders for Balance Variances

    Export orders into an Excel or CSV format for review and reconciliation beyond the information provided in reports. Exports are also useful for determining variances and differences between back

  • Close Order Function

    Closing an order(s) is done to allow accounting systems that utilize our web services, eCellar eXchange, to import only orders that the winery considers 'finished' (typically billing status: paid, ref

  • Order Management Workflow

    Order Management Workflow is a process of best practices to ensure the lifecycle of each order is completed; from order creation, shipping management and ultimately delivery of orders to the

  • Order Sources (Channels)

    The Order Source identifies how the order came into the database. Also known as Order Channels or Transaction Source. Each database comes with a set of default order sources which cannot be modified.

  • Multi-Ship Batch Order Management

    BATCH SETTLEMENT The Multi-Ship Batch Settlement table provides at-a-glance view of all Multi-Ship uploads: orders created and orders paid, and ship status. Tools are also available to initiate

  • Create a Pickup Order

    A pickup order refers to two types of orders: An immediate pickup is an order that is purchased and being carried out of the winery at the time of the sale. A hold for pickup order, and set a future

  • Create a Ship Order

    To create an order to be Shipped, the order must: Have a Customer Record loaded into the POS. (A shipping order cannot be created against the generic QuickSale Account.) Change the Method from

  • Sales Channels (Order Sources)

    Every order is tied to a Sales Channel, also known as an Order Source. The ability to record the different multi-sales channels enables detailed revenue accounting and reporting. The Different Types

  • View recent Order Search Results

    The most recent order search is saved during each user session.  To jump back and view the most recent order search results, use the Orders > View menu option.   To view a quick summary of the product

  • Order Billing and Shipping Statuses

    All orders have a Billing Status and a Shipping Status.  These are primary identifiers used for search and reports, as well as several automated services.   The billing status of an order represents t

  • Compliance Check in Order Detail

    Real-time compliance check in the Admin Control Panel (ACP) while viewing the order detail. This is a compliance check with commit to ShipCompliant.. The order status in ShipCompliant will be Payment

  • Create Order for Existing Customer

    Search the database to locate an existing customer record and begin creating an order. You can also pull a customer record into the POS from the admin panel (ACP). 1. Search for a Customer POS >

  • Selecting Products for an Order

    There are two ways to find and select products in the POS to add to an order. Product FinderUse the Product Finder to search your product database for products by SKU, product name, vintage or

  • Create Club Shipment Order in POS

    An order can be created in the POS and assigned into a club shipment event. This is a very effective way to manage customized club order requests prior to processing a complete club batch.

  • My Account order updater (For Declined Club Orders)

    Club members have the ability to log into My Account on the website, and update declined payments on club (channel) orders with an existing card on file, or by adding a new credit card token. Payment

  • Create / Edit an Allocation Order in the POS

    An order can be created or edited in the POS, and assigned into an allocation event. This is an option if a customer is purchasing additional products that are not available in the allocation event,

  • Working in the Customer Card

    The Customer Card is used to view and update the contact information for a customer, and view details like notes, purchase history, tiers, email campaign history and more. This information can be acce

  • Exporting Orders

    Use the results from an Order Search to export a desired order result set in an Excel or CSV format, or export for a format to a specific fulfillment house. Definitions: Export to Excel/CSV - Export

  • Customers Overview and Terminology

    The Customer Module of the Admin Control Panel (ACP) allows you to manage the customer database with search, add new customer tools, customer tags, sources, and types and by merging duplicates.  View,

  • Search for Orders

    Search for orders directly from the POS, and select a possible action. This is most often used for Returns, Credits and Voids. Depending on the status of the order, the available actions will be

  • POS Terminology

    Here the basic terminology of the Point off Sale. POS Terminology and Definitions POS Point of Sale ACP Admin Control Panel QuickSale The QuickSale account is used for all orders not associated with

  • Search Customers

    Customer search is used to locate customer information and filter results based on common data points of information within the database. This search can also used to create lists for targeted

  • Orders Overview and Terminology

    The Orders component of the Admin Control Panel (ACP) allows you to search for and work with orders beginning with Search and View functions. Criteria includes order create dates; funds captured

  • Managing Failed Compliance Orders

    When an order fails compliance check it is NOT committed to ShipCompliant until further action is taken. Failed compliance orders must be force-committed at the order detail level. NOTE: All work

  • Customer/Order Search from Excel

    This video contains a demonstration of how to efficiently search for multiple customer or order IDs by creating a comma-separated list from an Excel export. By following this simple technique, you

  • Customize Club Orders in POS

    Club members often make special requests and substitutions for their wine club orders. This article will show you two easy ways to create customized orders for your members. Pre-batch Customized

  • Booking Agents - Reservation Orders

    As of August 2023 Booking Agents can include products and the subsequent creation of orders when a reservation is placed on your web site. This new feature resulted in a new Order Channel/Category:

  • Add Ship Tracking to Orders

    The Add Ship Tracking import tool allows you to bulk update the shipping status of an order to Shipped or Delivered and appends the order with the tracking information. Please note, uploading

  • Multi-Ship Orders and Workflow

    This is the basic workflow for processing a Multi-Ship Order - That is one order per-recipient, billed to one (or more) of the a Billing Customer's credit cards. Review this article on Multi-Ship

  • Compliance Check for Batch Orders

    To prepare a batch of orders for compliance check, begin with an Order Search. When a batch of orders is set for compliance check, it will be processed within one hour, on the next cycle of the

  • eCELLAR Updates - 2022

    The following eCELLAR enhancements were added in 2022: December 20, 2022 Company Info (ACP): moved sections into tabs for better usability Layaway Capability added to POS (sponsored by V. Sattui -

  • Bulk Modify Customer Records

    The Bulk Modify tool allows you to take a customer search result set and bulk change or update specific information within each individual customer record all at once. The following list of customer r

  • POS Recent Orders & Action Menu

    In the POS, when searching for orders and viewing the recent orders list, each order has an Action drop-down menu of available choices. The following options may be available, depending on the

  • Batch Orders for Compliance and Shipping

    Orders that are PAID and have PASSED compliance can be sent in batch for fulfillment via the ShipCompliance service. To prepare a batch of orders for shipment, begin with an Order Search. When a

  • Allow Pick Up Option for Online Orders

    In order to allow customers to have a Will Call option for their online orders, work through the following steps: Go to the Company Tab and select Locations. Select the location that you would like

  • Club Orders Management - Declined Credit Cards

    Club Order Management Use the Order Management Workflow training guide for procedures on compliance checks and release to fulfillment. Managing Declined Orders You also have tools easily access