Search results for order tags

176 articles found

  • Create Wine Club Shipment Invoices / Orders

    You are ready to create each batch of club orders If: You have confirmed the Shipment Event date The Shipment is marked Active (Green Check on the left) You have double checked the Shipment Event

  • California Redemption Value - Orders and Receipts

    In the Senate Bill 1013 expanding the CRV there are several requirements regarding separate identification of the redemption payment on receipts and invoices. We have added it per those requirements

  • Group Wish Grant Utility

    This method allows for wish granting at the group level in a round-robin style, processing the grants by allocation event.  When wishes are granted a new order is created for the additional products u

  • Customer Dedupe Tool

    The Dedupe Tool is used to identify and merge duplicate customer records together based on matching criteria. Often for new clients, this is used after an initial data import from multiple databases.

  • 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

  • Abandoned Carts

    Abandoned Carts Search and Use A few important things to know about Abandoned Carts: They represent product placed in a customer's cart on your web site, and are not orders. Because they are not

  • 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

  • Process a Return or Credit

    Returns and Credits are used for any refund of payment for product, shipping, sales tax or fees, or to simply credit funds to a customer from an already placed order. These transactions may be made

  • Custom Receipts

    A Custom Receipt is an email receipt received by the customer. There are various templates for customer receipts, which can be customized and used for different communications with customers. Two

  • Tips on Tips

    Tips can be used in the POS on both mobile (iPad) and stationary terminals, registered and virtual terminals. Tips are managed separately for each registered terminal, and as one setting for all

  • How Tips are Included

    Tips can be added to orders a few different ways, but in all cases they are calculated separately from products in orders. They are also almost always reported separately. In this article we will

  • Immediate Compliance Check in POS

    When creating a ship order in the POS, it's helpful to do a preliminary compliance check on the order you’re working in before you process payment. This is a great tool for verification and

  • Inventory Transactions

    Inventory is depleted by representing SKU movement with transactions. An inventory transaction is represented by a code, and will define the movement from one status to the next as product is sold

  • Compliance Pass or Fail Response

    Compliance Check: Pass When an order passes compliance validation, a green checkmark will display in both the order search results, and the order detail page.  It is now committed to ShipCompliant in

  • Process a Void

    An order can be voided if it was created on the same day and if the payment transaction batch has not yet settled in the payment gateway. First, locate the order using the Recent Orders menu or by

  • Split Payment Options

    Split-payment provides your customers an option to pay with multiple (up to 10) forms of payment on a single order. Prepare the order by selecting (or creating) the customer information and adding

  • Quick Search

    The Quick Search tool is available on every page of eCellar in the header section.  Use the quick search locate a Customer or Order.  Search by first name, last name or customer ID (eCellar ID) and or

  • 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

  • Staging (Receiving new Inventory)

    Before stocking inventory items into a location, they first must be  staged.  Staging allows for bulk additions into a location from an off-site storage facility.  Permission Required:  To access the

  • 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

  • POS Layaway

    Layaway functionality allows clients to create partial paid orders that can then be paid incrementally over time. There are are no apps to download/install, it's free, and it's easy to use for every

  • Discount Set Up for Products

    Setting up discounts for products: Six steps to creating discounts. Prerequisite Permissions: To configure discounts, your user account must be enabled with the permission for Company->Discounts. If

  • Bulk Auth/Capture Payments

    Bulk Auth/Capture is a fast and easy method to initiate payment processing for large batches of orders. There are 2 methods to perform Bulk/Auth Capture - One specifically for Club and the other for

  • 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

  • POS - Push Pay

    Push Pay functionality that allows clients to “push” unpaid orders to customers for payment at the client’s web site. With Push Pay the only thing your customers need to touch when they pay in-person

  • Push Pay POS Payment Action

    Push Pay functionality that allows clients to “push” unpaid orders to customers for payment at the client’s web site. With Push Pay the only thing your customers need to touch when they pay in-person

  • 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

  • ShipCompliant Gateway Overview

    The ShipCompliant Webservice allows for: Batches of orders to be sent for compliance validation and fulfillment with an integrated shipper. Batch processing occurs hourly, approx. at the top of every

  • Discount Types: Primary & Supplementary

    Primary Discount Types Percentage/ Dollar off Entire Order A percentage or dollar off discount that’s applied to all items in the order that match the basis of minimum items in the order or the

  • Compliance Check in POS

    When creating a ship order in the POS, it's helpful to do a preliminary compliance check on the order you’re working in before you process payment. This is a great tool for address verification and

  • 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

  • Search for Customers

    Search the database to locate an existing customer record and begin creating an order. You can also pull a customer record into the POS at anytime while building an order, before payment is

  • Vouchers

    Helpful Details About Vouchers: To create Vouchers the User Permission "Vouchers" must be granted. Vouchers are created outside of eCELLAR and can be distributed as the winery desires. Voucher must

  • eCELLAR Updates - 2023

    The following are eCELLAR enhancements added in 2023: December 26, 2023 CRV Fee Collection: NEW California Redemption Value support allows consumer fee collection across all eCELLAR transaction

  • Payment Poller for Error Prevention (released 08/01/2017)

    Payment Poller For OPENEDGE HOSTPAY Prevents Incomplete Orders This is a background polling service that periodically checks for OpenEdge transactions that failed to complete in eCellar. Specifically,

  • Inventory Location

    A default Inventory Location can be set for each Sales Channel (Source) to ensure product is pulled from the appropriate location based on the type of sale. For example, web orders may default to the

  • Allocation Workflow Chart

    Some wineries choose to receive allocation orders from the website in a Not Paid state which allows for additional order edits in the POS to accommodate for any compliance order splits, and allows for

  • Selecting a Sales Rep

    If you are editing an order for another sales rep or forgot to switch user before beginning a sale, use the manual override option in the POS to select the desired sales rep for the current order.

  • eCELLAR Updates - 2019

    Welcome to our eCellar Updates page! The following Updates were done in 2019. For current updates being delivered this year, click here Designer Widgets Phase 1 COMPLETE as of December 10, 2019

  • POS Quick Pick Products Setup

    Product Quick pick Categories are used to organize frequently sold items into sets of buttons in the POS. Each category has 12 keys available, and each product button can be color-coded based on

  • Release Notes (07/11/2017)

    On July 11th, 2017 at 8:30 AM, we successfully deployed a handful of small updates to eCellar.  This set includes reporting enhancements, notification updates and bug fixes.  To learn more about these

  • Discounts for Flat Rate Shipping

    Flat Rate Shipping Prerequisite Permissions: To configure Flat Rate Shipping, your user account must be enabled with the permission for Company->Discounts. If you do not have permission, contact your

  • 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

  • Gift Cards - Sales and Redemption

    Gift Cards can be sold as a product and redeemed in the POS and on winery web sites. Physical and/or virtual gift cards may be sold and redeemed. Selling Gift Cards POS Sale - Physical Gift Card:

  • 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

  • Release Notes (5/31/17)

    On May 31st, 2017 at 8:25 AM, we successfully deployed a small batch of updates to eCellar.  To learn more about these changes, read on!  If you have any questions please contact the Support Team at  

  • Create a ReMix Club Shipment

    Remix allows your customers to personalize their upcoming wine club order using an online portal on your website. They can review the details of a standard club and creating a Remix club shipment

  • Release Notes (06/19/2017)

    On June 19th, 2017 at 8:45 AM, we successfully deployed two batches of updates to eCellar.  This set includes reporting enhancements, notification updates and bug fixes.  To learn more about these cha

  • Locations

    Company Locations The start of many functions of eCELLAR are your Company Location Settings. These are accessed via the Company Menu from your eCELLAR Dashboard. For clients without the Inventory

  • Payment Search Details

    SEARCH ORDER PAYMENT INFORMATION The Payment Search Type is a powerful tool for accounting purposes. To streamline workflows, use the search form to create saved searches for daily or monthly