Stores

A Store is a way to group your orders so you can report on them separately. Every account starts with one Store, and you can add more to match how you actually sell.

On this page

• What a Store is
• Store vs. cart type
• Before you get started
• Add a Store
• Manage your Stores
• Set the default Store and assign cart types
• Change the Store on an order
• Add a brand to a Store
• Assign a Store to a club
• Select a Store in the POS
• Assign a Store to website integrations
• Where Store data shows up

What a Store is

A Store isn't a physical location. It's a grouping, such as Tasting Room, Web, Events, or Club, whatever split makes sense for your business. Orders get assigned to a Store based on the cart types you assign to it, so your reports show which parts of the business are driving sales instead of lumping everything together.

Every account already has one Store, called "Store 1," and nothing changes for you until you decide to add more.

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Store vs. cart type

These two are easy to mix up, so here's the difference:

• Cart type is how an order was submitted: API, Consumer (your website checkout), POS, Place an Order, or Club. This is set by the system based on where the order came from, and it doesn't change.
• Store is the bucket you group orders into for reporting. You control this, and you can change which Store an order is assigned to at any time.

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Before you get started

Store 1 is your account's original, default Store. Because it's been there from day one, it already holds all of your historical orders, everything you've ever sold shows up under Store 1 until you set up additional Stores.

Changing a Store assignment only applies to orders going forward. If you assign your web cart type to a new Store today, only orders placed after it has been set move to that Store. Orders placed before today stay attributed to whichever Store they were in at the time, which for most producers is Store 1.

Tip: Don't rename Store 1 to match your first new grouping, for example "Web." If you do, all of your historical sales, across every part of your business, will appear to have come from "Web." Instead, create a new Store for that first grouping and leave Store 1 as it is, so your historical data stays accurate and your reporting is clean from the day you start using Stores.

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Add a Store

1. Go to Products > Stores.
2. Click New Store. Leave "Store 1" as it is rather than renaming it, see Before you get started above.
3. Give the Store a name that reflects what it represents, for example "Tasting Room" or "Harvest Party".
4. Choose a brand for the Store. New Stores use your Default brand unless you pick a different one.
5. Save the Store.

You can add as many Stores as your business needs. A single physical tasting room can be its own Store, or you can split it further, for example a "Harvest Party" Store to catch orders from a one-off event.

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Manage your Stores

The Stores List shows each Store's name, status, and brand. Use the status filter above the list to switch between Active and Inactive Stores.

Edit a Store

1. Go to Products > Stores.
2. Click the three-dot icon next to the Store, then click Edit.
3. Change the Store's name or brand, then save.

Deactivate a Store

1. Go to Products > Stores.
2. Click the three-dot icon next to the Store, then click Deactivate.

View the activity log

Click Activity Log at the top of the Stores List to see a record of changes to your Stores. It shows when a Store was created, renamed, given a different brand, or made inactive, along with who made the change and when.

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Set the default Store and assign cart types

The default Store receives every new order that doesn't have a specific assignment rule. Cart-specific rules send each cart type to the Store you choose: API, Consumer (web orders from your website), POS, Place an Order (web-based POS), and Club.

If an order already comes in with a Store, for example from a POS device, a piece of injector code, or a change made in Place an Order, that Store is used instead of the rule.

Set the default Store

1. Go to Products > Stores.
2. Click the edit icon next to Store Assignments.
3. Select the Store you want from the Default Store dropdown, then save.

Assign a Store to each cart type

1. Go to Products > Stores.
2. Click the edit icon next to Store Assignments.
3. Under Cart-Specific Rules, select the Store for each cart type, then save.

Cart types you leave set to [Default Store] use your default Store. Once this is set, you don't need to do anything else. New orders are assigned automatically.

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Change the Store on an order

Assignment rules cover most orders automatically, but you can also change the Store on an order yourself, either at checkout or after the order is placed.

At checkout, in Place an Order

When you're entering an order through Place an Order, the Store field pre-fills based on your assignment rules, but you can change it for that one order before checking out. This is useful for one-off situations, for example a club member places a walk-in order in the tasting room and wants it counted as a club order for their own tracking, since it didn't go through a formal release.

On an existing order

1. Go to Orders, or find the order through a customer's record.
2. Open the order.
3. Use the Store selector to choose the correct Store, then save.

This only changes which Store the order is grouped under for reporting. The order's cart type stays the same, since that reflects how the order was actually submitted and isn't something you can edit.

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Add a brand to a Store

Every Store has a brand. New Stores use your Default brand unless you choose a different one. When a Store has a different brand, orders placed through that Store use that brand's name and logo in emails, instead of your account's default brand.

You can choose the brand when you create a Store, or change it later:

1. Go to Products > Stores.
2. Click the three-dot icon next to the Store, then click Edit.
3. Choose a brand from the dropdown, then save.

Note: This is a different setting from assigning a brand to a product. Product-level brands control what shows on your catalog and product pages. A Store's brand controls what shows for orders placed through that Store, regardless of which brand the product itself is assigned to. See Adding additional brands for how product-level brands work.

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Assign a Store to a club

You can assign a Store to an entire club. This is useful if you want all orders from a given club, across every release, to report and brand consistently as their own group.

1. Go to Clubs and select the club you want to assign a Store to.
2. Click the Settings tab.
3. Click the edit button next to the default store.
4. Select Custom Store, then choose the Store you want that club's orders assigned to.

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Select a Store in the POS

POS devices use the Store assigned to the POS cart type, but you can select a different Store for a specific device.

1. Select a Store when registering a new device.
2. To change it later, update the Store from device settings.

See Change device store for more detail.

Note: Store selection is separate from device location, which controls the address used for tax calculations. See Manage POS locations for how device location works.

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Assign a Store to website integrations

If you use the Vinoshipper Injector to embed your catalog or cart on your website, you can assign a Store to each piece of injector code. Orders placed through that embed are then attributed to the Store you chose, automatically.

This is useful if you run multiple pages or sites that should report separately, for example a main site attributed to Web, and a separate landing page for a specific sales rep or event attributed to its own Store.

1. Go to Account > Integrations, then Tools > Vinoshipper Injector.
2. Select the Store you want that embed's orders attributed to.
3. Copy the code and add it to the page.

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Where Store data shows up

Once you're using Stores, you can see the breakdown in a few places:

• The Sales History report includes a Store column on the Transactions tab.
• The Business Detail Report includes a Stores tab, with order activity and Net Product by Store.
• The Store Dashboard gives you visual breakdowns, trends, and team performance by Store.

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