Point of Sale
| Feature | Use It to Upsell | Additional Notes |
|---|---|---|
| CRM-Based POS | Use guest history and preferences to make personalized suggestions. “You loved our 2021 Cab last time — want to try the Reserve?” | Every sale is tied to the customer record; allows AOV tracking by customer class and sales rep. |
| Tabs | Keep tabs open during tastings so guests can add bottles naturally as they go. | Encourages spontaneous add ons throughout the visit. If your guest says “I love this wine.” ask “Would you like me to set one aside for you? We are down to our last few cases” |
| Free Tasting Tracker | Use to track comped tastings; waive only the amount that is given for the customer class/club perk. | Ensures the team doesn’t over comp; auto-records comps so management can monitor conversion rates. Tracks on a customer-by-customer basis. |
| Tasting Comp Button | Waive tasting fees strategically, tied to purchase behavior. | Easy to report on comped vs. non-comped tastings to measure ROI. |
| Alerts | Add notes to VIP accounts or reservations (“Prefers Syrah— Open 2020 vintage and mention library release”). | Helps staff tailor experiences and increase upsell success. Edit notes in reservations to tailor experience. |
| Gift Cards & Merch Addons | Offer branded merch or gift cards as checkout add-ons. | Diversifies revenue; simple to track in reports. |
Wine Club
| Feature | Use It to Upsell | Additional Notes |
|---|---|---|
| Customizable Clubs | Add optional upsell items, collections, or special packs (“Add 3 bottles for 20% off”). | Boosts per-order revenue without manual work. |
| Club Only Items | Offer exclusive wines or merch that only members can access. | Creates exclusivity and FOMO; drives quick conversion |
| Multiple Club Options | Create tiered or themed clubs to encourage multi-membership. Vary perks to encourage multi membership. | Increases overall customer spend per year. |
| Flexible Discount Rules | “Spend $200, get $25 off,” or auto case discounts. | Runs across channels, measurable through reports. |
| Club Addon Emails | Send reminders before shipment: “Add 3 bottles for free shipping.” | Raises per-shipment AOV by 10 25% |
E-Commerce
| Feature | Use It to Upsell | Additional Notes |
|---|---|---|
| Promotional Carrots | Recommend products based on what’s commonly purchased in the cart. | Fully automated; encourages multi-bottle or bundle purchases. |
| Discount Rules & Incentives | “Buy 6, get shipping free,” or “Spend $200, get $25 off.” | Easy to manage; supports dynamic marketing campaigns. |
| Auto Case Discounts | Automatically apply case or threshold discounts during checkout. | No staff oversight required; consistent pricing. |
| Customer Account Creation | Encourage sign-ins for faster checkout and stored preferences. | Simplifies reorders and drives repeat business. |
| Affirm (Buy Now, Pay Later) | Promote flexible payments on larger purchases or cases. | Removes price hesitation; often increases AOV 25–35%. |
| Abandoned Cart Emails | Automatically remind guests about unpurchased items with small incentives. | Recovered orders average higher than initial carts. |
CRM & Communication
| Feature | Use It to Upsell | Additional Notes |
|---|---|---|
| Editable Notifications | Add promo codes to “Welcome” or “Thank You” emails (e.g. “$25 off your first online order”) or even prompting to sign up for club. | Converts post-visit interest into online purchases. |
| Customer Alerts & Notes | Managers can update reservation alerts for returning customers. | Keeps experiences personal; helps newer staff upsell with confidence. |
| Loyalty Tracking | Monitor frequent buyers and reward top spenders with exclusive offers. | Strengthens retention and long term value. |
| List Builder | Tailor offerings to customers that will actually buy. | Segmented marketing reaches the right buyer for the right sale. |
Reporting & Analytics
| Feature / Report | Use It to Upsell | Additional Notes |
|---|---|---|
| Average Order by Sales Rep | Identify top-performing staff and replicate their sales behaviors. | Excellent coaching tool; encourages competition and recognition. |
| Guest Conversion Tracker | Measure how many guests purchase after tastings. | Key for tasting room performance. |
| Comped Tastings vs. Purchases | Evaluate when comps drive ROI and when they don’t. | Helps refine tasting comp policies for better margins. |
| Discount Utilization Reports | Identify which promotions genuinely increase AOV. | Prevents over-discounting; smarter promo planning. |
| Club Add-On Revenue Reports | Review how optional items perform across clubs. | Shows true club AOV impact per release. |
Takeaways
- OrderPort isn’t just a system — it’s a sales multiplier. Every tool ties to measurable behaviors that grow AOV.
- Upsells are frictionless. Personalized prompts, automatic discounts, and flexible clubs make “one more bottle” the natural next step.
- Everything is reportable. You can track what works, from tasting comp ROI to rep AOV to club add-ons, and build future strategies from real data.
- When you understand the why, the how sells itself.