These instructions will guide you through selecting the additional cart options involved in placing an order.

On this page

• Set order preference (Pick Up or Ship)
• Add customer to cart
• Adjust discounts
• Set location
• Change team member
• Add winery note
• Add gift note
• Clear cart

Set order preference (Pick Up or Ship)

The order preference on the cart indicates to Vinoshipper whether you are placing an in-person or shipment order.

The Pick Up order preference is selected on the cart by default. Use Pick Up for in-person sales or pick up orders.

Switch the order preference on the cart to Ship if your customer would prefer to have their order shipped.

back to top

Add customer to cart

See Add customer to cart.

back to top

Adjust discounts

Default discounts are automatically applied as soon as the cart meets their criteria. Please follow the instructions below if you would like to adjust the discounts applied to the order.

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap Adjust Discounts.
3. Tap the desired discount option from the Available Discounts list.
   • Tap the Custom Discount option if you would like to apply a custom discount to the order. Note: This option is only available for team members with the Custom Discounts permission. See Manage team members for more information.
   • Tap the No Discount option if you do not want any discounts applied to the order.
   • Tap on a discount code to apply it to the order.
4. The selected discount option replaces the current discounts applied to the order. The order totals are updated to reflect the selected discount option.

If you have adjusted discounts and want to revert back to the default discounts:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap Adjust Discounts.
3. Tap Reset to Default Discounts.
4. The default discount(s) replace the current discount applied to the order. The order totals are updated to reflect the default discount(s).

back to top

Set location

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Your current location appears.
4. Tap the location if you would like to select a different location.
5. A list of locations appears.
   NOTE: These locations are managed within your Vinoshipper Account at Account > Device Management. See Manage Devices for more information.
6. Tap your location.
7. The device location is updated.

back to top

Change team member

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Team Member. The current team member assigned to the order appears. This defaults to the team member that last signed in to the app using their PIN.
4. Tap Change Team Member if you would like to attribute the order to a different team member.
5. Tap the team member that you would like to attribute this order to.

back to top

Add winery note

To add a winery note to the order:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Winery Note.
4. Enter the winery note.
5. Tap Save.

If you would like to edit the winery note you added:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Winery Note.
4. Edit the winery note.
5. Tap Save.

If you would like to remove the winery note you added:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Winery Note.
4. Tap Delete Note.

back to top

Add gift note

To add a gift note to the order:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Gift Note.
4. Enter the gift note.
5. Tap Save.

If you would like to edit the gift note you added:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Gift Note.
4. Edit the gift note.
5. Tap Save.

If you would like to remove the gift note you added:

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Gift Note.
4. Tap Delete Note.

back to top

Clear cart

1. From the Vinoshipper Mobile App, navigate to Cart.
2. Tap More Options on the top right-hand corner of the cart.
3. Tap Clear Cart.
4. All cart contents are cleared and cart options are returned to their default settings.

back to top

Related topics