Vinoshipper Setup
Vinoshipper Overview
Vinoshipper is a platform that allows wineries to expand where their brand can be sold, without all the compliance headaches.
Vinoshipper Integration Overview
Vinoshipper enables wineries to streamline multi-state direct sales. They help you stay up to date with state regulations to increase direct sales. The OrderPort - Vinoshipper integration streamlines the DTC sales process by enabling the winery to manage all customer information in OrderPort and use their OrderPort webstore for all sales regardless of the ship-to state. This eliminates the need to maintain data in two systems and maintain two webstores. Orders placed in the OrderPort webstore that utilize Vinoshipper are automatically sent to Vinoshipper. UPS shipping documentation is created by Vinoshipper using the Vinoshipper UPS account. The shipping documentation is returned to OrderPort by Vinoshipper. The order is updated in OrderPort and made available to ship via the OrderPort fulfillment module.
Getting Started
The Vinoshipper module must be enabled in OrderPort, please contact Traci@OrderPort.net to get this module activated. Once enabled, you can access the configuration screens from the main menu à Integrations à Vinoshipper.
Configuration tab
Integration Status: when set to Enabled, the integration is active. You must have the API Key & Password filled out for this to be active.
Product Id Type: is how the integration will map the products between OrderPort and Vinoshipper:
SKU: when using SKU, it is mandatory that products in Vinoshipper have the SKU from OrderPort. You will have to input the OrderPort SKUs into the Vinoshipper equivalent product.
VS_ID: this feature allows you to map products from OrderPort catalog to products in Vinoshipper. You will have to map products one by one in OrderPort by selecting the matching product in Vinoshipper. This is done in OrderPort admin à Vinoshipper à Catalog.
API Key & Secret Key: are provided by Vinoshipper. These are required to set up the integration.
States: is where you will select the states that will use Vinoshipper integration. All shipping orders that any of these states will be using Vinoshipper API to:
Get shipping rates
Calculate sales tax
Get shipping labels
Sales Tax & Licenses
When a state is added in Configuration the following happens:
A state license is automatically created in Admin à Sales Tax & Licenses. The license cannot be edited by users indicated by it being grayed out and the “Provided by Vinoshipper” watermark.
If the state is removed from the Vinoshipper Configuration tab, the state license is removed from Sales Tax & Licenses section.
The Tax settings box for the state, under admin à Sales Tax & Licenses à State Sales Tax, is no longer available for editing.
The State license becomes editable if the state is removed from Vinoshipper.
Catalog Tab
The Catalog tab is available only when the integration Product Id Type is set to VS_ID. This is where you will map the items individually. Products that do not have a mapping will not be sent to Vinoshipper systems.
Order Tab
The Orders tab is where we list logs for orders processed through Vinoshipper.
Search: can be used by date range and order number to find orders that have used the integrated.
Orders:
Order #: is the Order Number
Status: shows you if it has been submitted or had any errors while using the integration.
View: will show you the OrderPort order
Purple Drop Down Menu:
View Events: will show you the OrderPort Logs
View Vinoshipper Order: this will show you how Vinoshipper logs.
Catalog
For every product you want to ship with the Vinoshipper integration, you need two things:
A product set up in OrderPort.
A product set up in Vinoshipper matching product in OrderPort.
- Each of the Vinoshipper products should have inventory, no rules set up to make it exclusive to a customer class, and shouldn't be hidden from default cart.
Customer Import/Export
Vinoshipper needs you to verify the age of the customers you are sending wine. The most efficient way would be to do a bulk customer upload for your Wine Club customers. If you have any trouble with the steps below, send a ticket to Helpdesk@OrderPort.net
Go to Operations à Reports à Standard Reports à Other Reports à Customer Account à Filter just the Wine Club members à Use the Vinoshipper Importing Existing Club Members documentation à Open the "190822 VinoShipper Customer Import v1 2" file à Fill out the information needed to import the data à Make sure every customer has a valid DOB to ship alcohol to à Send the filled out file to CustomerService@Vinoshipper.com and ask for them to upload your file.
Vinoshipper Operations
Fulfilling Orders
Printing the Labels is done through OrderPort admin Fulfillment à Carrier Terminals à Vinoshipper. Please note the rates will show as UPS rates and the labels look the same as UPS labels. Before you print labels turn off your pop-up blocker (If your browser pop-up blocker is on, you won’t get the label pop-up).
Admin à Fulfillment à Carrier Terminals à Vinoshipper à Open.
Select a Component à release the order.
Print label using the QZ Tray
Editing, Cancelling, and Refunding Orders
If an order needs to be edited, canceled, or refunded this order would need to be canceled in OrderPort and canceled in Vinoshipper. If you need to edit the order this order would need to be canceled in OrderPort and cancelled in Vinoshipper then re-created through OrderPort with the necessary edits.
Before you cancel/refund any orders please verify you have not shipped the order yet. Once confirmed, go to customer service à Find the order and open it to the details page à Corrective Action à Full Refund (if you haven't captured funds, it will say Cancel Order) à If you needed to edit the order open up Enter Orders à add the items à choose your shipping option à pay for the order. Note, you can create the order on the POS or webstore as well.
Vinoshipper Reporting
You can use any OrderPort report and filter to make it exclusive to Vinoshipper orders. If you need sales tax, shipping, and bottle performance reports can be generated all through OrderPort. Please see our Vinoshipper Reporting document for additional help.
Discount Rules
You can also create discount rules and select shipping methods from Vinoshipper and apply discounts to them. This works the same way as it would for any other shipping method.
Vinoshipper Label Printing
If your labels from Vinoshipper not printing correctly, the format on your printer might be different than what you have selected in Vinoshipper. To adjust this, navigate to the Vinoshipper module and select the shipping label format that corresponds with your printer. Make sure you save the changes.
Additional Information
Setup Checklist
