Knowledge Base

• Order Lock Feature
• Work Orders
• Processing To-Go Orders in the Point of Sale
• Socket Mobile and UPC Codes
• Card Reader Pairing and Troubleshooting OrderPort Five and OrderPort Restaurant
• Card Reader Pairing OrderPort One and OrderPort Six
• Receipt Printer Set-up
• OrderPort Five Setup and Usage Guide
• OrderPort Six Setup and Usage Guide
• OrderPort Restaurant Setup and Usage Guide
• OrderPort Restaurant Two Setup and Usage Guide
• Point of Sale Settings
• Point of Sale (POS) Cart Colors

• Card Readers (OP5,OPR) Reference Card
• Receipt Printer (OP5,OP1, OPR) Reference Card
• OrderPort 5 Workflow Reference Card
• POS Transaction Types Reference Card
• POS Customer Account Reference Card
• POS Reports and Time Cards Reference Card
• OrderPort Restaurant Workflow Reference Card
• Shipping on the POS (OP5, OPR, OP1) Reference Card

• OrderPort Restaurant FAQs
• Receipt Printer FAQ
• OrderPort Five FAQs
• OrderPort Six FAQs

• Club Types
• Wine Club Designs
• Wine Club Release Tips and Tricks
• Wine Club Memberships and Orders on the Point of Sale
• Wine Club Module Setup Guide
• Winemaker Select and Customer Choice Clubs
• Case Clubs and Tiered Case Clubs
• Subscription Clubs

• Wine Club FAQ's

• How to Add Google Analytics/ Google Tag manager on My Webstore
• How to link to OrderPort using Squarespace
• Terms of Use and California Consumer Privacy Act Compliance
• Webstore Configuration guide
• Redesigning your Webstore
• Enterprise
• Customizing Webstore URL
• Easy Webstore Updates Done by Wineries
• Complex Webstore Updates Done by Wineries
• Website and Webstore Integration

• What are Considered Webstore Requests?
• Webstore FAQ's

• Reservations Setup and Usage Guide
• New Reservations Interface 2024
• Reservations on the Point of Sale

• Reservations FAQs

• QuickBooks Set Up
• Fort Systems Set Up
• Warehouse API
• WineShipping Integration
• ShipCompliant Integration
• Avalara Integration
• uAPI Integration
• Paytronix Integration
• Vinoshipper Setup
• Vinoshipper Reporting
• RedChirp Integration
• Tock Setup/FAQ
• MailChimp Integration
• PayPal Integration

• How do I add the ADA Sienna widget on my OrderPort hosted web store?
• Vinoshipper FAQ
• MailChimp FAQ's
• Fort Systems FAQ’S
• QuickBooks FAQ
• Warehouse API FAQ
• WineShipping FAQ
• ShipComplaint FAQ

• How do I create a Collection?
• Variable Price Product
• Creating Wine Products
• Creating Reservations Products
• Creating Physical Products
• Gift Cards Setup
• Types of Discounts
• Discount Module
• Tastings, Samples, and Donations
• Catalog Manager Guide
• Discounts Module Quick Guide

• How do I add existing products to subgroups?
• When should I set a basket minimum and maximum?
• Can I create a catalog item for donations?
• What does the catalog manager do?
• How do you delete products in the Catalog Manager?
• Can I create a discount rule for a dollar amount discount?
• How can I include a collection in a discount rule?
• How do I make a product pickup only?
• How do I record Samples?
• How can I search for a product that I have created in OrderPort?
• Can I change a SKU number?
• Why can’t I format text in the Catalog Manager?
• What is a UPC?
• Why are there multiple SKUs for a variable price product in an order?
• Why isn’t my product receiving a discount?
• California Bottle Bill Fee
• Is the California Redemption Value (CRV) Fee taxed?
• Catalog Manager FAQ
• Promo Codes and Discount rules stacking
• Primary Club Discount
• Creating and Adding Service Charges to POS

• Required fields for Creating an Account
• Updating Customer Card on File
• Member Account Guide
• Customer Loyalty Program
• Customers Quick Guide
• Loyalty Program Overview
• Customers Module Quick Guide
• Customer Service Module Quick Guide

• Abandoned Carts Notification
• Designs Guide
• MailGun Email Status Glossary
• Setting up Email Marketing/Verifying Domain
• Notifications Guide
• Email Campaigns
• Email Lists
• Notification Definitions
• New Marketing Module Overview 2023/2024
• Marketing Designer 2.0 Guide
• Messaging Module Quick Guide

• Can I choose who will receive email notifications (BCC)?
• Marketing 2.0 FAQ's

• Reporting for multiple payment methods
• Export Business Summary to PDF (Mac)
• Daily Sales Report Email
• Dashboard not matching Cash Drawer close report
• My Reports
• Report for Individual Collection Items
• Reporting for multiple payment methods
• Volume on Master Sales and Excise Tax Return do not match
• Reconciling Tips by Sales Rep
• Wine Club Module Reports Quick Guide
• Standard Reports Quick Guide
• Reports Dashboard
• Reading the Business Summary Report
• Reading the Master Sales Report
• Reading the Product Sales Summary Report
• Reading the Tips By Sales Reps Report
• Reading the User Timecards Report
• Reading the Inventory Transactions Report
• Reporting Best Practices
• How to Read Wine Club Reports
• How to Read the Reports Dashboard

• Why are my orders paid by check found in the Other Reports/Unpaid Orders?
• What report is best for telling me the daily cash and credit card deposit for the day?
• Where Can I Find System Notifications?
• Why am I getting the error “Not enough memory to open this page”?
• Where can I see all of the open orders on my Point of Sale?

• How to “Unrelease” or “Reset” an order
• Employee account settings
• Invoice showing different winery name
• Invoice Types
• Removing Employee Access
• State Sales Tax Options
• Updating card on file for monthly invoices
• Adding/Updating the Logo on Receipt/Invoice
• Orders in Customer Service
• Merge Accounts & Assign Orders
• Admin Cart Overview
• How do I add or remove wine to an order that is already processed?
• Purchase Orders
• Why was I automatically logged out?
• Account Module Quick Guide
• Users Module Quick Guide
• Sales Tax and Licenses Quick Guide
• Source Codes Quick Guide

• How do I charge to a customer’s card on file in Admin and POS?
• How do I create an order for a purchase made through email?
• What is a phishing scam and what do I do if I receive one?
• Why can't I edit a gift card order?
• Why isn't my sales tax showing the correct percentage?
• How to Join OrderPort's Facebook page
• How can I see pending orders that have yet to be picked up?
• What is my primary contact used for?
• What are sales tax rules?
• Do all $0 orders count towards our order limit and entail the additional order charges after?
• Implementation Guidelines FAQ List (2022)

• Inventory Adjustments
• How to change the time zone for a tasting room location
• Inventory Quick Guide
• Warehouse Info Tab
• Inventory Module Quick Guide

• Can you delete a warehouse?
• How do we account for a wine bottle that broke?
• What am I supposed to see in the Inventory Transaction Report?
• How does the “Sold but not Shipped” category impact inventory?

• How to make a released order back to "In Progress"?
• How to bypass Openedge shipping restrictions
• Delivering Wine Club Shipments to a FedEx or UPS Location
• Direct Shipper Registration
• FedEx error - Residential Delivery
• FedEx: "We're sorry! Shipping options are unavailable at this time!"
• Setting a Future Ship Date
• “In Progress” Orders
• Invalid Zip/Address Error
• No Shipping Options
• Printing Multiple Shipping Labels for an Order
• Label Printer and QZ Tray Setup
• Selected Shipping Method Unavailable
• Shipping Rules - Custom Zone Shipping Rates
• FedEx, UPS, and GLS Setup
• Stuck Orders in Fulfillment
• "Wine Shipping Restricted Due to State Laws" Error
• USPS Address Verification
• Future ship date carrier terminal
• UPS API Change (2024)
• Zebra Label Printer QZ Tray FAQ
• "Dymo web service is not started" Error for Dymo 450 Label Printer
• Shipping Quick Guide
• Fulfillment Module Quick Guide

• FedEx, GLS, and UPS FAQ’S
• How do I update an order's shipping address when it has been released?
• How do I change the Ship From Location?
• How is the “Custom Zone Shipping Rate” different from the “Wine Shipping Service Rate”?
• How do I create shipping rates if my delivery service is not currently integrated with OrderPort?
• What is the declared value? What is it used for?
• How do I resend an order that was returned and charge only shipping?
• Can you restrict certain shippers to certain states?
• Why is my order not charging tax on shipping?
• Where is inventory pulled from for Ship Orders?
• How do I ship with UPS to Canada?
• Why am I getting this error message "Wine shipping is restricted due to state laws?"
• Why are my shipping rates higher in OrderPort than on the FedEx/UPS site?

• Card Processor Decline Messages
• OpenEdge Post-Auth Verification
• OpenEdge - Transaction Decline Minimizer
• OpenEdge Errors and Declines
• PCI Compliance
• How do I push an order through Worldpay (Merchant Partners)?
• Reconciliation with OpenEDGE View
• Reconciliation with WorldPay IQ Portal
• Setting up WorldPay Express Account
• WorldPay Contact Info
• WorldPay AccessIQ guide
• OpenEdge Transaction Query
• WorldPay Transaction Query
• Account Updater Service
• Understanding Basket Event History
• Payment Processing Best Practices
• OrderPort Payments Dashboard
• Payment Processing Quick Guide
• OrderPort Payments Reconciliation

• How can I get copies of batch reports via email? (WorldPay Merchant Partners)