Place an order

Place an Order is the web-based point of sale system.

On this page

• Add products
• Add discounts
• Customer & seller
• Checkout
• Hold a shipment after the order is processed

Add products to the order

1. Go to Orders > Place an Order.
2. Find a product by filtering on product type or using the search bar.
3. Add the product to the cart. How you do this depends on your view:
   • Image view: Select the product to open its details, then add it to the cart.
   • List view: Select the +[quantity] to add the product straight to the cart, or select the product name to open its details first (handy when you want to change the price or quantity before adding).

Once a product is in the cart, select it at any time to:

• Change the price
• Change the quantity
• Delete it from the order
• Exclude it from a discount

Select Save to apply your changes. Discounts and packaging fees apply automatically.

Add a custom discount

1. To set your own discount, select Adjust Discount.
   Note: A custom discount replaces any automatically applied discounts.
2. Click Create Custom Discount.
3. Choose Custom Discount, No Discount, or a discount you've already created.
4. If you choose Custom Discount:
   1. Set the product discount, if applicable.
   2. Set a shipping discount, if applicable.
5. Pick Standard Packaging Fee, Flat Fee, or Waived.
6. Select Save.

To remove a custom discount, click Use Default Discount.

Add a customer and assign the sale

• Customer (optional): If they're already in your account, select Customer Lookup and search by name or email. Otherwise, add them during checkout.
• Sold by: The sale goes to the logged-in user by default. To credit someone else, select Sold By and search by name or email.

Check out

When the cart is ready, select Checkout, then work through these screens.

• Customer details: Continue as Guest (if applicable) or enter the customer's name, email, phone number, and date of birth. The order confirmation and shipping details go to the email you enter here. Guest checkout isn't available if the cart includes a club membership or if the order will be shipped.
• Order destination: Choose Enter Address or Customer Will Pick Up. If you're shipping, select an existing address or enter a new one.
  Note: A shipment can only include items that will ship — keep tasting fees and pickup items in a separate transaction.
• Buyer information: (Optional) Add a Gift Note or Producer Note.
• Shipping address: (Optional) Ship to a UPS Access Point — pick a location near the delivery point. Each option shows its address and open hours.
• Shipping class: Select the shipping class. Optionally adjust shipping cost with a custom discount, or set a Hold Until date to ship later (for example, when the customer asks you to wait or the weather isn't right).
• Credit card: Select Enter Credit Card and add the card details. Clicking Save will not charge the card immediately.
• Cash: Select Cash to take a cash payment — the system assumes exact change. Available only if your account accepts cash payments; email customerservice@vinoshipper.com to turn it on.
• Tip: (Optional) Add the tip the customer wants — choose one of three percentages or enter a custom amount. See Tip Configuration to set your options.
• Charge: Once all the details are confirmed, select Charge (lower right) to take payment.

Hold a shipment after the order is processed

If a customer asks you to wait or the weather isn't right, you can delay shipping on an order that's already gone through.

1. Go to Orders > Open Shipments.
2. Select the order, click Modify Order, then Hold Until.
3. Pick the date and select Save.

You must use your Vinoshipper UPS account for all orders in Vinoshipper.