Getting started resources 9

• Account setup
• New producer checklist
• Video: Vinoshipper platform tour
• Marketplace facilitator sales
• Shipping rules by state

View all 9

Training videos 3

• Vinoshipper training series
• Designing a successful club (recorded class)
• Managing a club release (recorded class)

Fees & payments 5

• Vinoshipper fees explained
• How and when do we get paid
• Update bank details
• Sign up for Stripe Connect
• Negative account balance

Account management 8

• Managing your profile
• Update account addresses
• Account email notifications
• Email notifications to customers
• Email templates

View all 8

Product management 8

• Add a new product
• Create a multi-pack
• Add a non-alcohol product
• Product catalog
• Discounts

View all 8

Customer management 7

• Add a new customer
• Customer list
• Importing credit card information
• Attach a customer to a guest order
• Adjust or create stored credit

View all 7

Order management 11

• Place an order
• Process new orders
• Cancel an order
• Switch orders between ship and pickup
• Manage a customer order

View all 11

Shipping 13

• Future ship date / hold shipping
• Modify order before shipping
• Shipping cost estimator
• Custom shipping and/or order fees
• How to transfer shipping costs to producer

View all 13

Clubs 22

• Adding a club - public and private
• Importing existing club members
• Add club members
• How to set up online club member registration
• Create a club release

View all 22

Reports 5

• Sales History
• State Tax Reports
• Payment Statements
• Additional Reports
• Who Files and Pays Taxes

Integrations & tech 20

• Switching from v3 to v4
• Product catalog, shopping cart & club registration
• Squarespace integration
• WordPress integration
• Integrating onto a Shopify hosted webpage

View all 20

Getting started 7

• Vinoshipper Point of Sale overview
• Start using the Vinoshipper Point of Sale
• Manage PIN for the POS
• Manage POS devices
• Manage POS locations

View all 7

Order placement 8

• Add product to cart
• Manage tabs
• Edit product in cart
• Create & comp tasting or by the glass product
• Select additional cart options

View all 8

Customer management 6

• Add new customer
• Search for customer
• Manage customer details
• Add customer to cart
• Contact customer (iPhone only)

View all 6

Settings 15

• Change PIN screen settings
• Change device name
• Change device location
• Enable Tap to Pay on iPhone
• Connect card reader

View all 15

FAQ 4

• FAQ: Buyer
• FAQ: Current Producer
• FAQ: New Inquiries
• FAQ: CalRecycle

Accessibility, Privacy, and Terms 5

• Accessibility
• Privacy Policy
• Terms & Conditions
• Terms & Conditions for Producers
• UPS Shipper Agreement

Policies 3

• Return Policy Update
• Alcohol Package Recall Policy - July 1, 2023
• Extreme Weather Related Damages