Search results for magic link

75 articles found

  • Search Results Toolbar and Actions

    The Search forms in eCellar provide a powerful tool to create targeted customer lists and result sets based on filtering data related to customers, orders, memberships and payments. From any search

  • What to Expect during on-boarding

    The On Boarding Process can seem daunting but at its core there are several distinct phases that break the process into manageable pieces. We will walk you through every step using a shared checklist

  • Product vs. Inventory SKU

    Product SKU: A product SKU is referred to as the 'Display' SKU, which is created on the general tab within the product set-up. The display SKU name should be the same as your inventory SKU. Products a

  • Product Kits

    Module Required:  To create product kits requires the Inventory Module.  Products kits are created by linking multiple inventory SKUs to the kit product. As products are sold, inventory units deplete

  • Product Overview

    Products are managed for your POS, Wine Club, and online store (both general and allocation) all from a central location within the Admin Control Panel.  To review existing products, navigate to the P

  • Allocation Bulk Modify Tiers

    A unique group of customers is assigned into an Allocation Tier. Each tier is linked to an allocation event, and controls the levels of products and quantities offered. A customer can only belong to

  • Create a Customer in ResMgr

    A new customer record can be created while viewing or creating a new reservation in the calendar.  Linking reservations to a customer account increases reporting on conversion and metrics, and enables

  • Preview Club Shipment

    The preview function allows you to review all customers assigned to the Shipment Event. The Order Column will have a green checkmark if the customer's order for this shipment have already been

  • Customer Sources

    The customer source identifies how the customer came into the database. Create and manage customer sources in the Admin Control Panel.  Permission Required:  To access the customer tools, your user ac

  • Club Batch Settlement

    The Club Settlement Transaction Status table provides at-a-glance view of all shipment events, orders created and orders paid, by ship status. Tools are also available to initiate bulk auth/capture

  • eCELLAR Ship Manager - FedEx Set Up

    eCELLAR Ship Manager allows for managing fulfillment directly from your winery via FedEx. Packages are managed and labels are printed from the eCELLAR Administrative Control Panel (ACP) . Initial

  • Process a Payment

    The final step to complete a sale in the POS is to select the payment type and finalize processing. Choose from the menu of payment type options. If requested by the customer, an order's total may be

  • Captcha

    In June of 2024 captcha functionality was made available as an optional feature to employ on winery web sites. Attributes of this feature: • Discreet and unobtrusive - not visible to the customer. •

  • Create & Manage User Accounts

    The User Manager tool is considered high-level access and is permission based. It allows a user to create, edit, enable and disable user permissions. Permission Required: To access the User Manager

  • eCELLAR Ship Manager - Label Creation

    eCELLAR Ship Manager allows for managing fulfillment directly from your winery via FedEx. Packages are managed and labels are printed from the eCELLAR Administrative Control Panel (ACP) . Create and

  • Campaign Types

    Campaigns are categorized by three different Campaign Types: Customers, Memberships and Reservations. When creating a new campaign, first select the Campaign Type. To decide on the type consider the

  • Email Templates

    PLEASE NOTE: Email Templates require a User Permission. The Permission is an individual part of the Content permission. Email Templates represent those emails that are sent automatically to either

  • Search Club Membership Information

    This search is used to find club membership information, and filter a result list based on common data points of information within the database. To streamline workflows, use the search form to

  • Fulfillment Methods

    Every order has a fulfillment method assigned. The fulfillment method denotes the facility or shipper that is fulfilling the order. Order Detail View Fulfillment Methods The table of fulfillment

  • Preview and Test ReMix Setup Online

    Release Note: On January 23, 2018 the Wine Club Module was upgraded with new features. Primarily in this set of changes was the long awaited release of Club Remix! Remix is a new type of club

  • Multi-Ship Overview and Terminology

    The Multi-Ship feature of eCELLAR allows you to create multiple orders with one biller or multiple billers sent to multiple recipients. Multi-Ship offers the user the ability to create customer

  • Inventory Reports

    In the Inventory Module there are three reports: The Transaction, Summary, and Overview reports. There is the Company Report - Products by Channel that uses data from Inventory SKUs. Inventory

  • Booking Agent Set Up and Use

    As part of you winery subscription to eCELLAR you have access to Booking Agents within Reservations Manager (Note: Your winery must have migrated to Designer Widgets, legacy clients will be unable to

  • 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

  • Custom Club

    Custom Club Set-up A Custom Wine Club refers to a select group of customers assigned to a custom tier(s) who periodically receive automatic shipments of specific wine varietals. This is designed for