Search results for order tags

180 articles found

  • Email a Receipt

    In the POS, if the selected customer has an email address on file, save time and paper by emailing the receipt directly from the POS. Before processing payment > switch the toggle to active, if not

  • Payment Search Information

    SEARCH ORDER PAYMENT INFORMATION The Payment Search Type is predominantly used for accounting purposes It can also be used to create campaign target recipient groups for Payment Type campaigns. Fo

  • User Permissions: Terminology and Export

    User Permissions 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. User permissions are CRITICALLY

  • Switch User Menu

    In the POS use the switch user menu to select yourself as the active sales rep for the next order. To open the menu > select Switch in the POS header. Then, select your name to begin a sale. Note:

  • Discounts in the POS

    Discounts can be handled two ways in the POS: Manually in the POS or automatically triggered based on the discount engine as set up in the Administrative Control Panel (ACP). Shipping rates can also

  • Discounts and Promos in the POS

    Discounts can be handled two ways in the POS: Manually in the POS or automatically triggered based on the discount engine as set up in the Administrative Control Panel (ACP). Shipping rates can also

  • 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

  • Allocation Event - Adding Products

    Follow these general steps to create an allocation release event: 1 Create the tiers for the new release event. 2 Create the events based on your allocation model. 3 Test, test, test. Use the pre-rele

  • Magic Links

    With eCellar Campaign Manager, your customers can reach the point of action in one click using Magic Links! Magic Links create a one-click environment that allows your customers automatically log in

  • Allocation Event Checklist

    This is a pre-release checklist! Prior to each allocation release, review and confirm EACH item below to ensure a smooth and worry-free allocation event. Note: When preparing for an allocation event

  • Star Printer iPad Set Up

    Star Printer Set Up for iPad Printing This set up allows for both receipt and kitchen (food item) printing directly from iPads. Printing with LAN Wi-Fi Set Up the Printer: Plug in the power cord.

  • Payfields Credit Card Entry

    Released May 13th, 2025. Payfields are a more advanced and secure replacement of the previous employed OpenEdge Hosted Payform for online (DW) transactions. They allow for the capture of Address

  • eCELLAR Updates - 2024

    Welcome to our eCELLAR Current Updates page! What's we're up to: Public (consumer) Online Enhancements! Phase 1: Side cart and cart editor enhancements - DEPLOYED 9/23/24 Phase 2: My Account

  • Terminal Manager

    Terminal Manager Terminal Manager is used to add, modify, reset, and delete registered POS terminals. For those who have complex arrangements of POS terminals at their winery brand(s), this tool is

  • 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

  • Create a New Customer Record

    Before or while creating an order in the POS, use the "Uber" or Quick Add Customer form to create a new customer record on-the-fly. This will associate the current order with the customer record. 1

  • Location Settings for Online Pick Up Option

    Allow customers a Will Call option for their online orders. This will provide the selection of locations in the web checkout when "I prefer to pickup my order" is clicked. Set up Select the Company

  • Gift Cards - Admin Setup, Use and Management

    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. Gift cards are a separate eCELLAR module that needs

  • Search Reservation Information

    This search is used to locate reservation information, and filter a result list based on common data points. This search can also used to create lists for targeted marketing email campaigns or create

  • POS User Permissions

    Point-of-sale permissions can be applied to each user across your brand, and customized based on their role and functions required. To learn more about managing all User Accounts and individual

  • Allocation: Purchase History Report

    Ever wonder how to re-rate your allocation customers for the upcoming release? Now you can get out of spreadsheets, and easily analyze your allocation customer's purchase history for previous

  • Club Shipment Types

    Upcoming Feature: On January 23, 2018 the Wine Club Module was upgraded with new features. Primarily in this set of changes is the release of Club Remix! Remix is a new type of club shipment that

  • Product Category Sales Report

    The Product Category sales report is similar to the Product Collapsed report, with sorting and summarizing based on the sales category assigned to each product. Begin setup by reviewing your Product C

  • Company Reports - Accountants

    Company Reports are designed for big picture, company-wide direct-to-consumer sales performance tracking. Each of the reports available can be used to assess the company's performance in each area;

  • 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

  • Group Allocation Events

    An Group Allocation Event allows you to manage the sale of scarce wines within a set period of time. Products and quantity limits are defined by each tier of customers. An allocation event is often

  • Reservation Reports

    Reservation Reports provide detailed views of metrics for reservation performance, attendance, referral tracking and more. Seven reports are available to view, print and export; each flexible by date

  • Setting Up Quick User Menu

    The Quick User menu in the POS is used to select the active sales rep for the next order. To open the menu, select Switch in the POS header. The sales rep menu looks like this: Managing Quick User

  • Wine Club Overview and Terminology

    A Wine Club refers to a select group of customers assigned to a tier who periodically receive automatic shipments of specific wines.  This is often called a subscription or membership. The winery desi

  • 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

  • Club Shipment List

    Release Note: On January 23, 2018 the Wine Club Module was upgraded with new features. Along with this set of changes, the Club shipment list received a new design similar to other multi-card list

  • The Payform (OpenEdge Gateway)

    eCellar is partnered with OpenEdge, a division of GlobalPayments for credit card processing. Behind the scenes, the OpenEdge platform ensures every transaction occurs swiftly and securely. Within

  • Exporting Customer Information

    A standard customer export is available to download essential customer record information. The downloaded file type is CSV.  The export include the following fields: Data Included in Customer Export C

  • Tax Service and Override Settings

    Permission Required: To access the tax settings, your user account must be enabled with two permission: primary access to the Company menu, and the permission to access the sub-menu option for Tax.

  • Campaign Wrapper Manager

    It is possible for clients and designers to manage the complete lifecycle of email campaign wrappers in eCellar! Wrappers are only used in the Legacy campaign editor. They are branded 'shells' that

  • Company Reports: Overview

    Company Reports are designed for big picture, company-wide direct-to-consumer sales performance tracking. Each of the reports available can be used to assess the company's performance in each area;

  • User Permissions for Specific Winery Roles

    Suggested Permissions for Specific Winery Positions The following are the permissions suggested for the indicated winery positions. These may vary, as each winery can have its own protocols and the

  • eCELLAR Updates - 2021

    Welcome to our eCellar 2021 Updates page! The following Major Updates were delivered in 2021. For current updates being delivered this year, click here Ship State Limiter (March 24) allowing you to

  • Create a Quicksale

    A Quick-sale is an immediate carry out sale that is associated with your generic Quick-sale Customer record. 1 The POS loads immediately to your Quick-sale account. Select products and quantities. 2

  • Report - Product Collapsed

    The Product Collapsed report is the most popular report for daily sales, trending, and inventory reconciliation. Quickly see a summary of products sold along with discounts, net price, shipping, tax

  • Quick view Customer Details

    Quick view provides a snapshot of the customer's most important information. See customer type, allocation and club tiers, number of orders, total spending and average purchase amount, plus more!   Ho

  • Product Categories

    Product Categories Required: Very important! When creating a new product, select a default root Category: Wine or Merchandise. A product can have multiple sub-categories, but each product can only

  • Standard Wine Club Workflow

    This is the basic workflow for processing a Standard Wine Club Shipment, also know as and Wine Club Event. Remix and Custom Club information can be found elsewhere in the Help Center. Prior to each

  • Locations: Inventory and Fulfillment

    Locations may hold inventory, serving as sales points as well as storage facilities. For instance, they may include tasting rooms, fulfillment houses, and warehouses. Begin with first assessing what

  • iPad Setup with Credit Card Readers

    iPad Set Up for c2x and c3x Credit Card Reader Devices Notes: Be sure you are using the latest version of the eCELLAR iOS app, 1.5.0. The OpenEdge Mobile App should NOT be used or loaded on the iPad

  • Access Customer Card from POS

    See a 360-degree view of customer information directly in the POS by opening the Customer Card. Update addresses, confirm email address, view club subscription details, make a note, and see all

  • Customer Account Status: Active & Enabled

    Account Status Found on the General tab of the Customer Card, this setting allows the account to be marked as Active or Inactive with a checkbox. Active vs. Inactive An account checked with inactive

  • Allocation Overview and Terminology

    An Allocation Event allows you to manage the release and sale of scarce product within a limited time. Customers assigned to an Allocation Tier will have access to view their personal offer and

  • Inventory Overview and Terminology

    The Inventory module manages inventory SKUs in real-time across multiple locations and sales channels, allowing for inventory tracking of all storage facilities including multiple tasting rooms,

  • Club Subscriptions: Customer Card

    When a customer would like to join a club membership, a club subscription can be added to their customer record on the Club tab of the Customer Card. Before creating a subscription, the customer's