OrderPort Five FAQs

Table Of Contents

• How do I add or remove wine to an order that is already paid using OrderPort Five? 
• Can I change the default number of guests on the Order pop-up?
• Can I make any edits to a previous day’s entries for Cash Drawer Open or Cash Drawer Close? 
• What is the best way to run several orders for multiple people and use the same credit card for all orders so that it does not decline? 
• You would set up an event tasting room the same way you would set up a normal tasting room.
• How do you make a product or wine "Club Only" on the Point of Sale? 
• Why does the POS order display a different email than the one attached to the account?
• Can the Quick Order Feature be Disabled?
• Can I use Visa Gift cards or other credit card brand gift cards at checkout?

How do I add or remove wine to an order that is already paid using OrderPort Five? 

• Go to reports
• Touch the "Order search" button. You can search by first name, last name, order number or date
• Select the order and if you select the wrong one you would select "Close this order without Making Changes."
• If this is the correct order, you would Edit the order. You can add items to the order, remove items, change item prices, add shipping, remove shipping, edit the shipping price, add sales tax, remove sales tax, add a new shipping address or change the shipping method
• While the order is open in the POS, it will appear in the manage page in red and in the admin section, it will be marked as "OpenForEditOnPOS" which will prevent the order from being edited on by multiple people.

Can I change the default number of guests on the Order pop-up?

The default number of Guests to select is a max of 12. There is the option to add or subtract as many guests as necessary but at this time the defaults are not customizable.

Can I make any edits to a previous day’s entries for Cash Drawer Open or Cash Drawer Close? 

(Example) I forgot to clear out the previous day's entries for the $100 bill and the $50 bill in the Cash Drawer close.  So, we show $150 in sales and that is not correct.

The system is purposely set up so that edits to the Cash Drawer are not available.  You would need to notify your Accounting Department, so they can make the adjustment on their end with the appropriate notation.  

What is the best way to run several orders for multiple people and use the same credit card for all orders so that it does not decline? 

There are some situations where multiple orders need to be charged to one card back-to-back. The attached process outlines how to best achieve this and avoid running into situations where these transactions might be declined for various reasons such as fraudulent activity or by the card issuer. See the attached documentation.

You would set up an event tasting room the same way you would set up a normal tasting room.

Inventory > Add New > Make note that this is an event location > Save Changes. 

There are no charges for an Event Tasting Room, unlike an additional physical location, which requires an extra charge.

How do you make a product or wine "Club Only" on the Point of Sale? 

At this time, you cannot make a product Wine Club only on the Point of Sale. You would need to let your staff know which products are for Wine Club members or create a separate group for Only Wine Club members.

On the web store, it is possible when you set the status of the product to "Club only" (in the product details) and make Consumer inactive.

Why does the POS order display a different email than the one attached to the account?

This happens when the cashier closes an order and send a receipt to a different email address. By sending the receipt to a different address, the system updates the email address on the order with the one used on the receipt. This is an intentional design feature. 

Can the Quick Order Feature be Disabled?

Yes. This can be done through OrderPort Adminisration > Point of Sale module > Settings > Check/Uncheck the box next to "Quick Order." > Save Changes.

Afterward, you would log off and in to the app to apply these changes. You can also reload the catalog manager for the same results.

Can I use Visa Gift cards or other credit card brand gift cards at checkout?

We do not recommend accepting credit card brand gift cards unless the customer knows exactly how much is on the card and you do not charge that card for more than the current balance of the card. In order to use these gift cards without knowing that balance the payment processor must have a Return Balance System. See the section below for your specific payment processor and our recommendations. 

Return Balance System

When a Gift card issued by a credit card brand is processed, the payment processor needs to have a Return Balance system in place to verify how much money is attached to that gift card. Without this, the payment processor would run these gift cards for more funds than are on the card and be short funds. 

OrderPort will not provide a credit to the winery for orders that are processed to a card with insufficient funds - please verify the card balance before use

OpenEdge

OpenEdge does not have a return balance function.

WorldPay

WorldPay does have a Return Balance function. However, in order for it to work there are very specific steps that must be taken.

Please Note: We have seen the Return Balance feature work in these certain instances but do not guarantee the accuracy as it is not in OrderPort's ability to check the balance of these cards.  

• We do not recommend a client take a gift card from any Credit Card brand unless the customer knows how much is left on the card. 

• The gift card needs to be swiped to get the Return Balance. If the gift card is keyed in, it will not give us a Return Balance. 

• The Return Balance doesn’t work with our contactless setting. The gift card needs to be pre-auth first to get the Return Balance and the Contactless payment method removes the pre-auth functionality. 

We recommend not using a gift card to start a tab. If a Return Balance is sent, they will get an error message. 

If they use a gift card to pay that Returns Balance and they get to the tip screen, if they try to overtip the amount on the gift card they’ll get this message with the amount left on the gift card.