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• Manage User Accounts

  Manage User Accounts The Manage Users screen is accessed from the User menu and has five columns: Active, Username, Email, Functions. Permission Required: To access the User Manager settings, your

• 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 Types

  Customer Types are the primary categorization for customer records and are also used to assign discount levels.  Creating saved searches, target recipient groups for campaigns and sales reports based

• 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

• Processing 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. And, if requested by the customer, an order's total

• 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

• 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. •

• 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

  Search is used to locate customer and club membership information, and filter a result list based on common data points of information within the database. Search is also used to create lists for

• 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

• Inventory Reports

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

• 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

• 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