Process a test shipping order

We recommend processing a test shipping order in Vinoshipper. This will be done in two steps; first placing the order and then cancelling the order. 

Process a new order

1. Go to Orders > Place an Order. A list of available products will display. You can filter by product type in the top left corner.
2. Select the products & quantities
   1. Click on the product(s) you want to be added to the order. Each time you click on an item, it will increase the quantity of the item in the cart by 1.
   2. Look at the column on the right of the screen to see what is in the order.
   3. Selecting the item in the cart from the column on the right side of the screen will also allow you to:
      1. Change the price
      2. Change the quantity
      3. Delete the product from the order
      4. Exclude it from a discount
      5. Click Save to apply the changes.
         Note: Discounts and packaging fees will automatically be applied if applicable. 

Add customer 

1. If the customer exists in your account, select Customer Lookup and enter the name or email address of the buyer to find the customer.
   Note: If you do not yet have customers in your account, you will have the option to add a customer during checkout.

Proceed to checkout

1. When you have all the items in the cart as you want them, select Checkout.

Customer details

1. Confirm or add the Customer Details: name, email, phone number, and date of birth.
   Note: The email address used will be where the order confirmation and shipping details will be sent.
   

Order destination

1. Select an existing address or enter a new one. 
2. If Shipping: Select an existing address or fill in the shipping address. Orders for shipment must only include items that will be shipped. Tasting fee's or products that will be picked up must be done in a separate transaction.
3. Click Continue. 

Checkout screen

Shipping address

1. (Optional) Ship to UPS Access Point: Select a location close to the desired delivery point. Locations, days & hours of operation are displayed with each option. Select the option you want.

Shipping class

1. Select your desired shipping class. 

Credit Card

1. To pay via credit card, select "Enter Credit Card" and enter the billing information. For the billing address, if it is available, select "Use Existing Address".
2. After order details are confirmed and the payment information is added select Charge (in the lower right corner of the screen) and the card will be charged.

You have now successfully placed a test shipping order. Next step is to see how you would fulfill the order and then immediately cancelling the order. 

Self-fulfilling an order

1. Go to Orders > All Orders.
2. Search for the order number using the search bar on the left or by filtering the list of orders.
3. Select the order number of the order you would like to cancel.
4. Modify/cancel the order.
   1. If the UPS label has been created, click Modify Order > Cancel UPS Label.
   2. Select Cancel Order.
5. Enter the reason for canceling the order.
6. Select if you would like to:
   1. Restore inventory: This will update your current overall inventory to include these items.
7. Confirm the order number.
8. Click Cancel Order & Refund.

The customer will receive a notification of the cancellation and crediting of their order.

Using a Fulfillment House

If the order has not been sent to fulfillment yet

1. Go to Orders > All Orders.
2. Search for the order number using the search bar on the left or by filtering the list of orders.
3. Select the order number of the order you would like to cancel.
4. Modify/cancel the order.
   1. If the UPS label has been created, click Modify Order > Cancel UPS Label.
   2. Select Cancel Order.
5. Enter the reason for canceling the order.
6. Select if you would like to:
   1. Restore inventory: This will update your current overall inventory to include these items.
7. Confirm the order number.
8. Click Cancel Order & Refund.

If the order has been sent to fulfillment

Once the order has been sent to fulfillment, you are not able to make changes to the order. If something needs to be changed, please email customerservice@vinoshipper.com with as much detail as possible so we can intercept the order, if possible.