Welcome to Vinoshipper! We look forward to working with you to expand sales across the country. Below is a quick check list for new accounts to get you started. This list is only a quick snapshot of the numerous tools we have to offer. You can find detailed instructions for all our features in the Knowledge Base.
We have created Scribes for each step. A Scribe is a simple step-by-step guide with images to help you navigate each item.
Set up your profile
Now that your account is active, let’s check to make sure your profile information is correct. This is where you can update your account details (logo, phone number, website), see which states are available to ship-to and update your payment information.
More information: Setting Up Profile
Scribe: Update Profile
Set up faster payments
Connect your account through Stripe Connect and receive payment directly from Stripe, approximately three days after the order date. You will need to set up an account with Stripe Connect through the link in your Vinoshipper account profile page.
More information: Setting Up Stripe Connect
Scribe: Connect to Stripe
Add Products
The first step to a successful experience on Vinoshipper is uploading your products. You can setup products for alcohol, multi packs, and non-alcohol (merchandise) products. All products with an alcohol of 7% or over require a COLA for approval. Approval of products can take up to 24 hours.
More information: Adding a New Product , Product Resources
Scribe: Add a New Product: Alcohol
Add Online Catalog to Website
The Vinoshipper catalog and shopping cart create a seamless shopping experience for your customers, increasing conversions, and simplifying fulfillment. The three catalog options gives you flexibility and control over your e-commerce experience. The options are No Coder, Basic Code, Advanced Code. Each option provides a different level of customization
More information: Adding an Online Catalog
Scribe: No Code, Basic Code
Process a New Order
Congrats on your first sale through Vinoshipper. You were notified of a new sale, but what do you do now? Follow the Scribe for step by step guide on exactly what to do.
More information: Process New Orders
Scribe: Process Order(s)
Three Point of Sale Options
Vinoshipper offers three ways for you to process your Point of Sale (POS) transactions. Online POS is built into your online Vinoshipper portal and is quick and intuitive to use. The Vinoshipper app for iPad and iPhone is free to download on the Apple app store, accepts card payments or cash, and allows you to take orders for shipping or pick up, add customers to clubs, fulfill pick up orders, and more. The Vinoshipper app for iPhone is integrated with the NEW Tap to Pay on iPhone which makes payment processing even more convenient.
More information: Online POS, Vinoshipper App
Scribe: Place an Order: Online POS, iPad app
Set Up Discounts
We offer a wide range of discount options that are customizable to fit your specific needs. Set up automatic discounts, automatic club discounts, discount codes, or individual codes using criteria chosen by you.
More information: Set Up Discounts
Scribe: Discount Set Up Example
Clubs
Clubs are an excellent way to engage with your most loyal customers and grow your business. Our club tool allows you to set up reoccurring club releases (shipments), allow for custom club orders, process club orders, and manage club memberships.
More information: Add a Club, Import Existing Club Members
Scribe: Create a Club, Create a Club Release
Other Tools Available
We have several other tools to help you grow your business. Instructions about these features can be found in the Knowledge Base as well as online classes. If you don’t see what you are looking for, please let us know. We are always working on improving our platform.
- Customize Automatic Emails: Customize your automatic system email template for new orders, club sign-up, and club releases. These emails are a great way to market your brand to your customers and share your story with them.
- Team Notifications: Assign who on your team gets email notifications for new orders, low inventory, payments, and more. It is important to keep this section up to date as this is our primary way of contacting you.
- Reporting: All of the reports you need with the click of a button. Abandoned carts, top customers, discounts, taxes, and so much more. All of our reports can be easily downloaded in .xlxs format for easy managing and analysis.
- Group Gifting & Batch Imports: This feature allows one buyer to send multiple orders to a group of people. A “batch” is considered an order going to 10 or more recipients paid for by the same person.
If you have any questions during your account setup, please review the help section in our Knowledge Base or send an email to customerservice@vinoshipper.com. We also offer complimentary online classes. This is a great way to learn more about the tools that we offer and get live help.