Wineshipping is a network of third-party fulfillment warehouses serving wineries accross the states. Integrating a Wineshipping warehouse with OrderPort allows you to automatically send order information to a Wineshipping warehouse for fulfillment.

Table of Contents

• Request the Integration
• Setting Up the Integration
• Order Logs
• Exported Information
• Custom Zone Shipping Rates
• Manual Fulfillment Mode: Fulfillment Module
• Auto Fulfillment Mode: Backorder Notification

Request the Integration

The integration requires you to have an account with Wineshipping, and you will need API credentials from Wineshipping. Contact your warehouse in order to get the API credentials.

You must also contact helpdesk@orderport.net and ask for the WineDirect Fulfillment module to be enabled. 

Once enabled, you can start setting up the integration. 

Setting Up the Integration

You can set up the integration in OrderPort Admin > Integrations > Wineshipping. Follow these steps: 

1. Enter in your customer number, user key, and password. 

You must enter in the API information in OrderPort Admin > Integrations > Wineshipping. The required information is your customer number, user key, and password. You can get this information from your warehouse.

2. Select a mapping method. 

By default, the integration sends part numbers to Wineshipping. You can change this to the OrderPort SKU instead. 

The Part Number can be customized, while the OPSKU cannot be customized. If you already have your catalog configured in Wineshipping, you should use the part number. Otherwise, you may choose to use the OPSKU instead. 

3. Add an email address in case of errors (optional). If you'd like to be notified whenever an order transfer fails, you should add your email here. Make sure to save your changes. 

4. Configure which inventory locations send orders to the warehouse. 

To do this, go to the Fulfillment tab. 

If you assign a configuration to a warehouse or tasting room, the fulfill mode dropdown will become available. There are two fulfill mode options: automatic and manual. 

Automatic mode will send orders to the Wineshipping Warehouse as soon as the order is paid for, without any action on your part. If you use the Auto fulfill mode, please see the Auto Fulfillment section below.

Manual mode will put the orders into the OrderPort Fulfillment module where you will be prompted to push them to Wineshipping. Under the manual system, you may still choose to fulfill them within OrderPort without sending the order to the warehouse. To learn more about the manual workflow, please see the Manual Fulfillment Mode section below.

The "Notify On Export" option allows you to configure when your customer is notified about the order being shipped. If you choose Yes, the customer will be notified as soon as the order is sent to the warehouse. If you choose No, the customer will be notified when the warehouse ships the order.

Be sure to save the changes after setting your configurations. 

Order Logs

You can view all shipping orders that were made at a Wineshipping linked inventory location here. Each order has a status for the integration. Utilize the Status Legend to understand what each status means. 

In the action column, you can view logs and take actions depending on the order. Logs are available on orders where an import is rejected. They will give useful information on what caused the rejection. 

If an order has been sent to the warehouse, but is not yet shipped, you have the option to recall the order. Recalling the order allows you to make edits, then send the order back. You can also choose to fulfill the order yourself after recalling it. 

Orders with rejected imports have options to retry the export into Wineshipping, fulfill the order yourself in the OrderPort Fulfillment Module, or to mark the order as manually uploaded to Wineshipping (see the manual fulfillment mode section below).

Exported Information

Here is a list of everything that is exported:

• Order number
• Order date
• Order source
• Order type
• Purchase order number
• Club name (if the order is from a wine club release)
• Billing address
• Shipping address
• Shipping method
• Shipping notes
• Products (quantity, SKU, name)
• Future ship date (when applicable) 

Custom Zone Shipping Rates

You should contact your warehouse admin to get flat rate shipping methods. These must be added into OrderPort as Custom Zone Shipping Rates so that you are charging the correct shipping costs to your customers. For help with this process, please see this document: https://training.orderport.net/kb/onboarding/docs/shipping-module/#Custom-Zone-Shipping-Rates. 

Note: Custom Zone Shipping Rates must have a known shipping method in order for the order to successfully export. Do not hesitate to contact helpdesk@orderport.net if you need additional assistence. 

Manual Fulfillment Mode: Fulfillment Module

If you use the manual export function, you will use the Fulfillment module to send orders into the warehouse. In OrderPort Admin, the Fulfillment Module is under the Products category. 

Orders will initially be in the To Import section. Once you finish inventory checks and push the order through, they will fall into the Wineshipping carrier terminal. For more information on the Fulfillment process, please see this document: Fulfillment Module Quick Guide.

Now, for each order, you will have the option to fulfill the order yourself, or to send it off to the warehouse. To fulfill it yourself, send the orders to OrderPort Fulfillment. To send it to the warehouse, click FF House. If you would like to request the warehouse to ship out the order on a specific date, set a future ship date prior to sending it out.  

Auto Fulfillment Mode: Backorder Notification

If you use the auto fulfill mode, you need to be aware of the backorder function. If an order is made, but there is insufficient inventory to fulfill the order, the order will be backordered and will not process. In order to be notified of backorders, you must subscribe to the backorder notification in the Marketing module. 

Go to the Marketing module, then to the Notifications tab. Search for the Backorder Alert notification and add yourself to the BCC for it.