Company Info
- Here you will find the winery’s address and primary contacts. You can make edits to these here. This information is for OrderPort in case we need to contact you.
-The customer service email is used in the marketing module notifications.
-You will also see some webstore settings at the bottom of the page including CAPTCHA and the cookie consent banner.
Service Plan
- Here you can view your current service plan. At the top, it tells you the type of plan you have.
-Next to each module in the item list there is a price and if that module is enabled.
-If you have a question about this, please email helpdesk@orderport.net.
Invoices
- Here you can see all your previous invoices. Click on the PDF icon to view the full invoices.
Card on File
- Here you can add a new card on file to your OrderPort account If necessary.
Notes
- This page allows you to view any previous notes added to your account or to add some yourself.
-Notes can be added by the winery or by OrderPort.
1. When making notes select the add note button. Fill out the start date, affected modules, and any tags you would like to add.
2. Then enter in your note.
3. Make sure the Note type is set to Client. This is very important.