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WineDirect Fulfillment provides warehouse and shipping services to wineries across the United States. Integrating your OrderPort account with WineDirect Fulfillment allows you to store wine offsite and ship with ease directly to consumers and club members. OrderPort and WineDirect will communicate directly to ensure wines are shipped on time, inventory is tracked, and customers are provided with the most up to date information on their delivery.
The integration requires you to have an account with WineDirect Fulfillment, and you will also need API login credentials from WineDirect. Once you have these things, you can move on to setting up the integration.
Request the integration
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
Once the integration is enabled, you will find it active under the list of Integrations in OrderPort Admin.
Follow these steps to get started with the integration:
1. Enter the API Username and Password. These are not the same as the WineDirect Admin Portal Admin. Instead, WineDirect will provide this information directly for the OrderPort integration.
2. Select the Account.
3. Add an email for error alerts. This allows you to be notified if there was a problem with the integration.
4. Select a Product Mapping Type.
- WDSKU: You will have to use the Catalog tab to manually map products from OrderPort to products from WineDirect.
- OPSKU: Requires that the product OPSKU from the OrderPort Catalog Manager matches the Product SKU set in the WineDirect Admin Portal.
- PartNo: Requires that the product PartNo from the OrderPort Catalog Manager matches the Product SKU set in the WineDirect Admin Portal.
5. Map your products (see below).
6. Set up your location preferences (see below).
Product Mapping
WDSKU: If you chose the WDSKU option for product mapping, you need to manually map each product in the Catalog tab. Any product that is not mapped will not be sent to WineDirect Fulfillment.
OPSKU & PartNo: If you select OPSKU or PartNo, you will need to match the Product SKU in WineDirect (not the WineDirect SKU) to the OPSKU or PartNo in the OrderPort Catalog Manager.
Locations Tab
If you have multiple inventory locations in OrderPort, you can choose which ones utilize the WineDirect Fulfillment. You can also choose to manually or automatically send orders to the WineDirect Fulfillment warehouse.
- If you select OrderPort Fulfillment for an OrderPort inventory location, any orders that ship out of that location will not utilize the Integration.
- 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 as soon as the warehouse ships the order.
- The Fulfil Mode has two options: Manual and Auto. Manual allows you to manually send each order to the warehouse or choose to fulfill it yourself on a case-by-case basis. The Auto mode sends each order to the warehouse automatically.
Orders Tab
The Orders Tab allows you to look at and search for WineDirect Fulfillment orders. Each order has a status. The Status Legend is also available in the Orders Tab.
- New - The order was created in OrderPort.
- Fulfillment Restricted - The order has some issues and needs to be reviewed and fixed in OrderPort by winery staff.
- Rejected By Warehouse - The Warehouse rejected the order. Check the logs of the order to review the response of the Warehouse system.
- In Progress At Warehouse - The Warehouse accepted the order and is currently being prepared to be shipped.
- Returned From Warehouse - The Warehouse returned the order to OrderPort so that the winery can edit it.
- Shipped - The Warehouse shipped the order an notified OrderPort.
- Removed - The order was manually released from OrderPort without being sent to Warehouse.
- Canceled - The order was cancelled in OrderPort.
Each order has a view button, and a dropdown to the right. The View button opens the order in OrderPort. Under the dropdown, the Recall option allows you to bring the order out of WineDirect and back into OrderPort. The other options may be helpful when troubleshooting problems with orders.
