Order Management

Place an order
These are orders placed by staff members and are referenced in reports as an INTERNAL sale. Go to the "Orders" tab and select "Place an Ord...
Fri, 20 Jun, 2025 at 3:32 PM
Process new orders
Sign in to your account. Go to the "Orders" tab in the top navigation and click on "All Orders". This will take you to the "Order...
Fri, 20 Jun, 2025 at 3:40 PM
Cancel an order
Self-fulfilling an order Go to Orders > All Orders. Search for the order number using the search bar on the left or by filtering the list of orders. ...
Fri, 20 Jun, 2025 at 3:41 PM
Switch orders between ship and pickup
Note: As long as the order has not shipped yet, you can do this in your account. Modify order from “ship” to “pickup” Log in to your account. Go to t...
Fri, 20 Jun, 2025 at 3:42 PM
Manage a customer order
Viewing customer details You can access the Customer Details screen in two ways: After adding a new customer (see Add a New Customer for details...
Fri, 20 Jun, 2025 at 3:53 PM
Group and corporate gift & batch import orders
Corporations and even individuals often have orders that are going to groups of people. Instead of having to place an order over and over again, this is a q...
Fri, 20 Jun, 2025 at 3:55 PM
Processing trade sample orders & competition orders
Unfortunately there are no clear regulatory rules for sample or competition orders, however we understand that sometimes they need to be sent. In general, t...
Fri, 20 Jun, 2025 at 3:59 PM
Comp on-site product (tasting/by the glass) in place an order
On this page Add on-site product (tasting/by the glass) Comp on-site product (tasting/by the glass) in Place an Order Add on-site product (tasting/by ...
Fri, 20 Jun, 2025 at 3:59 PM
Trade or wholesale customer accounts & orders
On this page Create trade customer account Wholesale/trade discounts Place order Internally place order Wholesale/Trade account places order Set up...
Fri, 20 Jun, 2025 at 4:20 PM
Processing an order paid for in a different POS
To ensure every order is fully compliant, orders must be processed at full price less any regular discount that applies. This includes shipments of orders t...
Fri, 20 Jun, 2025 at 4:23 PM