Shipping on the POS (OP5, OPR, OP1) Reference Card

Modified on Thu, 1 Aug at 12:05 PM

How to Ship an Order

-In order to ship you will need to be on the checkout screen. Make sure all your products are added prior to shipping. 

-You can edit and already processed order, in case you need to ship that order. 

-On the checkout screen, on the left side you will see the payment method options. In this list, there is a ship button. 

 

Estimated Rates Screen

-Once you select the ship button you will be brought to the Estimated Rates screen. 

-This page allows you to enter someone’s zip code to see approximately what shipping will cost. 

-This page also provides you with a list of states that your winery can ship to, this allows you to ensure you can ship to someone without entering all of their information. 

-You do not need to do this step. You can select continue without selecting a state or zip code.

 

Billing and Shipping Address

-If you have assigned this order to a customer with billing and shipping information it will auto-populate. 

-If you have not assigned this order to a customer yet you can select the search customer button to see if they have an account you can assign to this order.

-You do not need an account to ship. The information can be manually entered into this screen. 

-When shipping keep in mind that for many shipping carriers phone number and birthday are required on the shipping address. 

-When you are done select save and continue. 

 

Selecting Shipping Rates

-All available shipping methods for this address will populate along with the carrier rate. 

-Select the desired method.

-If you want to ship this in the future you can add a future ship date from this page as well. 

-Click Continue 

 

Manually Adjusting Shipping Price

-After shipping has been applied to an order if you need to manually adjust the price navigate to the checkout screen.

-Next to the shipping cost there will be an Orange pencil. Click on the pencil to adjust the price. Make sure to save. 

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