There are numerous ways for the winery and the customer to update their cards on file. This guide will outline all the various options available in OrderPort.

TABLE OF CONTENTS

• Customers Module
• Wine Club 
• Point of Sale
• Webstore (Customer Access)
• Add New vs Updating
• Important to Note

Customers Module

Log into OrderPort admin and navigate to Operations > Customers. Then look for and select the desired customer. 

1. After you locate the customer, click View to access the customer account details
2. Choose the tab "card on file" or "Saved Payment Method."
3. You can either add a card on file by using the "add card on file" button or update an existing card by clicking the "view" button
4. A new page will be displayed where you must enter all necessary information, including a billing address.
5. At the bottom of the screen, you'll find a "Wine Club Memberships" section; if you wish for this card to serve as the primary card on the customer's wine club account, please choose the club from the dropdown menu.
6. Click save changes once you are finished to update or create a card on file.

Wine Club 

Log into OrderPort admin and navigate to Services > Wine Club > Customers. Then look for and select the desired customer. 

1. Once you have selected the desired customer, click into the payment method tab.
2. You can either add a card on file by using the "add card on file" button or update an existing card by clicking the "view" button
3. A new page will be displayed where you must enter all necessary information, including a billing address.
4. At the bottom of the screen, you'll find a "Wine Club Memberships" section; if you wish for this card to serve as the primary card on the customer's wine club account, please choose the club from the dropdown menu.
5. Click save changes once you are finished to update or create a card on file.

Point of Sale

Choice 1

1. Navigate to the "account" section
2. Look up the customer using their last name
3. Choose the customer from the list. Once the customer details appear, click on "Update Credit Card"
4. You can either swipe the card or enter the number to make updates, or you can add a card on file or remove a card on file using the "add" or "delete" buttons located in the bottom left corner of the page

Choice 2

1. At checkout, click on the "on file" button
2. You can add a card or remove a card by selecting the desired card and clicking the "delete" button at the bottom left corner of the page. To update an existing card, select the card, press the "update card info" button, and then swipe the card or enter the details.

Webstore (Customer Access)

1. The customer is required to log into their account and find the edit button.
2. This will enable them to modify their information, which includes the card on file.

Add New vs Updating

The method for storing card information on file in OrderPort utilizes a system known as tokens. Each payment processor retains the card details, not OrderPort. When the payment processor saves the card information, they issue us a token, which enables OrderPort to charge that card.

Each time a new card is added on file, a new token is generated. When a card is updated, it continues to use the same token. This is crucial since tokens become invalid after a certain period of inactivity. Therefore, if you update a card on file and the token has expired, we won't be able to process the charge on the card. 

We recommend always advising customers to add a new card on file, unless they have utilized their card to make a purchase at the winery within the past few months.

Important to Note 

(As of 11/17/2022)

For WorldPay - Non-recurring tokens have a 6-month expiration period, while recurring tokens expire after 24 months. A new token will be generated whenever the card number for a card on file is updated.

For OpenEdge - The card on file token will expire after 13 months of inactivity. Utilizing the card on file will refresh the token.