Product Lists, Reductions and Venues

00:00 Okay, good morning everyone, thanks for joining us again now today primarily we're going to be covering off product lists because they're one of those things that a lot of people use and they do a lot of different things or they can do a lot of different things so what I thought I'd do is go through 00:25 in a little bit more detail about what a product list is, how you can use it and give you some examples. 00:33 So, what we do first of all, we go over into settings, then we go into products, and then we go down into product lists. 00:43 Now, in our dummy environment over here, I've got a whole bunch of product lists here. So, I'm just going to start from scratch. 00:51 Umm, and so we go cool, we're going to start with a product list. And, so this is clean. Now, you'll see all these different types of product lists here at the top. 01:03 So, let's go through each of these. Umm, so that so that we're clear. So, the first two, umm, have to do with advanced shipping. 01:13 So, advanced shipping order contents rule. If we go into shipping, over here. Now, we've covered this in, in another video, uhh, before. 01:25 But, we go into the shipping settings not when I'm in a private browser. Heh heh heh. Uhh, we'll go into this one. 01:31 So, if I go into the shipping settings, umm, advanced shipping order contents rule and advanced shipping. Right, umm, this is where we can create rules, umm, based on, umm, a list of products. 01:46 So, we can say, umm, if, and again I'm just sort of making this up right. But, umm, if a, uhh, if we've got, uhh, let's say for example, e-commerce orders come through, it's got more than three bottles of sparkling wine in it. 02:08 The sparkling wine bottles are heavier. The normal bottles, you want to be able to charge more for shipping those than normal. 02:14 So, umm, you can put those sparkling bottles into an advanced shipping order contents rule and say, for all the, umm, if an order contains these products, you know, the products that are in this list, charge this rate of shipping. 02:33 Umm, so, yeah, so that's, that's the, and I'm not explaining that very well. Umm, but basically, the advanced shipping order contents rule, lets you say, determine, I want, if the order contains these products, I want the the shipping behaviour to be changed. 02:55 Same with the advanced shipping rate, you can say, alright, well, I want, if, if the if the order contains this, charge this rate. 03:05 Now an e-commerce filter, if we go over into a website, and we'll just use one of our dummies, an e-commerce filter filter is over here. 03:17 So by default, the system generates these, umm, these filters based on varietal and whatnot. But if you want to create custom lists, you know, star favorites, this month's highlights. 03:33 Umm, you've got a dinner for a corporate, you can say, you know, Macquarie Bank wine dinner. Umm, so you can create custom filters on the left hand side of your e-commerce using the e-commerce filter list. 03:51 An e-commerce section is where you can split your shop page into different sections. So let's say, for example, you've got a, uhh, you've got a, uhh, a section here, and actually, I'm, so I've got a section over here, and then I want to create a new section for merchandise. 04:17 I can say, alright, we're going to, these are my merchandise products, these are my museum products, these are my, you know, this week's highlights, etc., etc., so you can break your e-commerce store up into sections. 04:30 Now, something to bear in mind with sections is that, umm, you can have the same product appear in two sections and so you can, you've got to be careful that you don't lose track of it all because you don't want your product showing up in section A or you don't, you may not want your product showing 04:50 up in section A. Section A, section B, section C, uhh, because sometimes we get chat support questions coming through saying, oh, why is the product appearing in my store three times or two times? 05:01 Uhm, it's because it's appearing in two different sections. Featured. So, a featured list is something, uhm, means that you can put your product somewhere else on your website outside of the storefront. 05:19 So, for example, if you wanna have some products that are featured on your homepage, you can create a featured list over here. 05:29 Uhm, in, in the real world, uhm, this, for example, is how Henshiki, uhm, break up their, uhm, their Hill of Grace. 05:38 They go, right, I've got my Hill of Grace product, I've got a, a page just for the Hill of Grace, and I want a Buy button to appear on this page by itself. 05:48 All they do, uhm, they've got, for example, this is another good example, they've got their Christmas Collection, uhm, which is its own standalone page, so what they do is they create a list of products, uhm, a list of products separate from the main store where you can showcase a selection of products 06:10 on a separate page. So that is what a featured list is. A pause category is pretty clear over on the pause. 06:21 You've got the white default system generated, uhm, categories over here. But you can create your own custom pause categories on the left hand side here. 06:33 So you can quickly find what products, uhm, what products you want. And what you can do too, is you can actually assign this list to a vendor. 06:43 And you, so, if you're logged into the sell it all, you've got product category A, B and C show up. 06:50 But if you log into the wine festival, on the point of sale, you've got pause category D, E, F showing up. 06:57 Uhm, and what we tend to suggest to people is if you're doing a flight or if you've got your standard list of wines that you run people through when you're doing a tasting. 07:08 So if you've got red, A, B, C, and then your white, D, E, F, and then your sparkling, G. Create your POS categories in the same order and, and put, you know, put the same wines in those categories and order them in the same way, uhm, just to make it easier for you to, uhm, process yourselves in the cell 07:27 at all. Okay, a reporting list. This is where you can create a list, so let's, for example, you might have a list of products called merchandise, or a list of products called food. 07:41 And when you go into your, I'm just going to move move me out of the way, when you go into your, actually I'll, I'll move this over here. 07:48 Uhm, so when you're in your, uhm, in your order screen, uhm, and you go into your detailed summary, uhm, you can say, alright, well, I want to see, keep that going. 08:04 I want to see, uhm, got my detailed summary, and then, as we scroll down, it'll give you the dollars of products sold, uhm, categorized by that report. 08:21 So, if I scroll down, here we go. So, this week's focus, the Macquarie Bank Wine Dinner, the staff favorites, the winemaker selection. 08:35 So again, if you, if you create a list called merch, and then you load up that list with product A, B and C, the dollar value of A, B and C that has been sold during the time period will show up in this reporting list. 08:53 Back into the list types. Okay, next up, System Search. Now, this is one that we created for people who have big lists. 09:09 And they might be doing, umm, they might be doing, uhh, lots of club runs, lots of little club runs. So some of our power users, they've got hundreds of products and they've got the same 15 or 20. 09:25 That are going into a club run, but they need to do multiple club runs because they've segmented their club into, into different segments and it was painful to go in and create a club run and find the 20 products out of the 200, do that club run. 09:41 And do it again and do it again. So we created a system search list so you can say, alright, well, I've got these products in these products in this list. 09:51 I want them to be easily findable or easily searchable, umm, when I'm generating. So, for example, if I go into, into here, it'll come up and say, you know, I can find my products, umm, based on their name, but I can also use the system search here to quickly find them. 10:13 Find the four products that I'm doing each time. So if you've got custom lists and you're using these four products in multiple club runs, you can create that system search list and those four products will appear every single time. 10:25 Just makes life easier for for doing those repeats. Searches. Going back again. And then we've got tasting menus. So a tasting menu is where you can, uhm, scan. 10:45 And a QR code and go on to, uhm, go on to this page in a winery's in a winery's website. 10:56 So you can say, right, scan the QR code, we're doing a tasting here at the cellar door. Here are the wines. 11:01 That we've got on taste today. Uhm, so more importantly, it shows up in the WithWine app. So if we're doing, if we're going over to, let's say we're doing it at Greenway. 11:18 In the list here, right, and so this is where you can feature, whoops, this is where you can feature your products, uhm, that you've currently got on taste, right? 11:30 Uhm, if this, if you're doing a flight at, good food and wine show, you can obviously put a, create a venue called good, good food and wine show. 11:41 You can put the address in that venue so that your pin shows up on the map, umm, in Sydney or in Perth or wherever it is and then you can say, these, are the four wines we've got on taste at the good food and wine show or these are the six wines that we're tasting at the Macquarie Bank wine dinner. 11:58 So that is, umm, that is a tasting menu list and then finally you've got a tax list. And a tax list is where you need to treat different products, sorry, where you need to treat products differently for the purposes of tax. 12:15 So let's say, for example, you've got a tax list called GST free or sales tax, you know, no sales tax. 12:24 Uhm, you can create a list and say, right, put in the bottles of water and put in the fruit items if you've got it. 12:30 And then in your tax settings you can say, if a product is sold and it's in this tax list, treat it this way. 12:38 For tax, apply 0%, umm, apply 0% tax. So that's what a tax list is. Okay, so now, and obviously you can use different, umm, you can switch all of these on and off, right? 12:52 So, if you want to create a list, and it is literally, g'day mate, this is the only place I could get that was quite, umm, so if you're doing a, umm, so if you're doing a, umm, so for example if you want to list just to be a Pause category, then you can use it just as a Pause category. 13:19 Umm, but let's say you're doing a Tasting at Macquarie Bank, again, like let's say you're doing a Tasting at Macquarie Bank, you can say, I want this to be a Pause category, I want it to be a filler category, built on, on my e-commerce store, and I want it to be a Tasting menu, so that those products 13:33 will appear on your point of sale when it's logged into that venue, it will appear on your website so the people who are at the Macquarie Bank wine dinner can quickly come back and, and find the Pause products that were at the Macquarie Bank wine dinner, and then it's available on the app, so the people 13:48 who attend the Macquarie Bank wine dinner, uhm, can easily see what products they're going to be tasting that night. If you're using it as a section, uhm, so we'll go back here and we'll say Richard's favorites. 14:04 Uhm, if you're using it as a section, this is where you can give the, uhm, go away, there we go, if you want to use it as a section, this is where you can create the section title. 14:18 Uhm, so again going back into the e-commerce store over here, if a section title is going to be, you know, like we were saying before, it's going to be limited release or it's going to be museum, so that's where you'd put in the section title. 14:37 The venue, this is where you're attaching this list to a venue, umm, which of course you set up in the, in the venue's items, so if you want to log in to the point of in the cell door and see these pause categories and when you want to log into venue B and see those categories. 14:56 That's where you're attaching this to a venue and again those venues are attached to physical address so that they show up on the map in the with wine app. 15:05 Umm, show buy buttons. This is so that if people are doing the wine tasting in a web in the web format, which obviously they're doing so less these days because we're pointing everything towards the app. 15:18 Umm, you can actually when they're doing the wine tasting, you can actually remove the buy buttons. Umm, so that they don't appear during the wine tasting. 15:28 Umm, so you can actually remove that. But again, umm, that's less relevant now because most people are using the app. 15:36 What index is where you can say, I want this list to appear above that list. So again, if you've got, umm, POS categories where you've got multiple lists, or e-commerce sections where you've got multiple lists, or you've got e-commerce filters. 15:52 You've got multiple lists. You can say, I want this list to be at the top, this list to be second, this list to be third, this list to be fourth. 16:00 So, if you want it to be at the top, you can just put one, or zero, umm, and then the next one you can say, well I want this to be second, I want this to be third, I want that to be fourth, et cetera, et cetera. 16:11 Umm, and then, we scroll down here, and this is where we're actually putting our products into these lists. So, you've got a left-hand column and a right-hand column, umm, and so it's a very simple case of just finding the products that you want to add to the list, alright, and then, so they're over 16:33 here, and now you can also order these lists the way you want as well. So, let's say you're doing a tasting list and you wanna have the white wine first. 16:40 You can drag that at the top, and then you can have the, have the Chardonnay next, and then you can say, alright, well, we're gonna do this, the older wine, later, etc, etc. 16:51 Now, something that's kinda cool about this as well is that, let's say you're at a wine tasting, and sometimes it happens where, uhh, you've got a, you've got a $30 2020 bottle, and a $80 2012 bottle, umm, and sometimes the waiters pour them in the wrong order, and, the, people at the tasting are going 17:14 , which one's which? You know, if, if they don't know the difference, they, they often go, now hang on, can we just check which one was which? 17:20 What you can actually do, is you can quickly get this wine, and change it, drag and drop it, so you can change the order, and people can just refresh refresh their app, uhm, or refresh their browser, and they'll, they'll appear in the new order. 17:37 So, that's a very quick summary of product lists, and again, I wanted to show it to people because they do so many things. 17:45 Like, you can have one list that does all, has all these different functions. Uhm, something else that's worth covering is that some of your websites, some people have their websites set up where the storefront is is actually a product list. 18:04 Uhh, so depending on the web developer, some web developers set up a featured list and they'll call that featured list website, umm, or website shop. 18:16 And so sometimes people go, hey I've added a product, it's not showing up on my website, why not? It's because you need to add it to that product list. 18:25 Umm, because the web developer has said, alright, well, you know, I want, I want to display wines in a particular order on my website. 18:33 In order to do that, you use a product list, and so they create the store as a featured product list. 18:40 So they might have one featured product list called website main shop, and then another featured product list called, you know, Chardonnay's landing page. 18:51 So they can put all the Chardonnays over, over there so you can put your, you know, put buy buttons in different locations. 19:00 So that is the main thing I wanted to cover on product lists. Uhm, is that pretty clear? Is everyone, any questions on that? 19:15 Nope. Okay. And then the only other thing, we did get a question during the week about reductions. A lot of people were wondering what a reduction is. 19:26 Uhm, so, a reduction is for the people who say, right, we're doing a wine tasting you're doing a wine tasting, you're gonna charge ten dollars for the wine tasting. 19:38 But if you buy something but if you buy something then that ten dollars comes off comes off the purchase. So, it is a positive stock count with a negative dollar value. 19:54 So, you know, so pretty simple, you know, straightforward, create your product, same as all the others, uhm, and then, as I said, dollar value is minus ten, uhm, and then you get the reporting on those so you can see how many, how many reductions did we, did we get through, i.e. 20:14 How many paid tastings did we do, uhm, so again, it's, it's a positive, uhm, it's a positive stock-out but with a negative value, so that's what a reduction is, again, pretty straight forward. 20:28 Uhm, since I did talk about venues briefly during the chat about product lists, let's just take a little quick look at venues as well, we'll cover off some of this while we're at it. 20:41 Uhm, so a venue is a physical location where you're selling wine, uhm, and the key purpose for using venues is so that you can capture visitation data, uhm, so you can then go into your CRM. 20:58 And say, show me people who came into the sell it all last week. Uhm, that's, that's why we created venues. 21:06 So, venue is, you know, sell it all, or pop up, or whatever it is. Now, something I should say too, is that you can create as many venues as you like. 21:16 We don't restrict you on that. Uhm, but but what, uhm, you can either have sell it all, festivals, and dinners, or you can say, sell it all, 1, 2, 3, festival, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, and then dinners, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12. 21:42 Uhm, and that lets you say, you know, show me people at Good Food and Wine show last year. Uhm, show me people who were at Good Food and Wine show in 2020. 21:55 Uhm, or you can say, show me people who were at any Good Food and Wine, uhm, venue you and then you can filter by date so everyone's a little bit different. 22:04 Uhm, but that's, that's what you can do there. Now then the address, so the address is where you put in what, you know, put in your, put in your location where the physical address is. 22:17 Uhm, now that will pre-fill this. This box here, this box here is needed, umm, is needed by Stripe for terminals. 22:26 Uhm, they just require a physical address where, umm, where the, uhh, where the terminals are being used. Contact phone number, pretty straight forward. 22:35 Uhm, so let's say, for example, I'm, I go back to, uhh, I go back to the app, I go back into Greenway again. 22:45 Uhm, so this is where you can see the contact details for that venue. Same with us. Opening hours, pretty straight forward. 22:54 Uhm, now you can add facilities here. Uhm, at the moment we're not displaying this information anywhere, but it is good to fill in because, uhm, as the app gets more prominent we will be adding search, uhh, search filters so people can find you based on what you've got. 23:12 Uhm, and if you've got more more things here that you'd like to add, just let us know. Uhm, actually just looking at this list, one thing we could probably add, for example, is Tesla charging station. 23:24 So, if you wanna, if people wanted to be able to go, I wanna see all the wineries with the Tesla charging station, then the app will filter, filter down by that. 23:34 Stock location, pretty clear, when you're selling, when you're selling wine from this location, uhm, from this venue, where do you want to take the stock from? 23:44 Uhm, so you might change it from sell it all to the back shed, because what you're gonna do is you're gonna go to the festival, do your sales, and then you're gonna go back into back to, back to work, and then you're gonna be, fulfilling all those orders out of the warehouse, out of the back shed, instead 23:59 of from the sell it all. Location image, uhm, that is for a combination of, uhm, websites and apps, but it's not mandatory, but obviously nice to load up an image. 24:13 Of the venue, image, text, colour, this is more for people using the light sites, uhm, so if you're not using our light sites, don't, you don't need to worry about that. 24:24 Show on website, this is actually show on website and show on app, uhm. Uhm, so basically is it a public venue or a private venue? 24:32 So, for example, some people create venues for internal use only, uhm, which might be, uhm, oh I don't know, sometimes people break up their , you know, they might have sell it all and then they've got, uhm, back veranda. 24:50 But they don't want the back veranda showing up in the app, uhm, they want only the sell it all showing up in the app. 24:56 So, they'd say, alright, well I don't want the back veranda showing up in the app so I'm going to know. 25:01 Show this to the public. And then website orders can be picked up here. So, this is click and collect. So, you can say, yes, uhm, when I'm on, when you're on my website, there's op, this is where you can switch on the option to say, do you want to deliver or do you want to collect? 25:17 And so, I can say, no, I want to collect from this venue. And if you've got multiple venues, this is where you can say, they can go, cool, I want to pick up this venue and it goes, cool, do you want to pick it up from the sell it all, or do you sell it all A or sell it all B? 25:30 And same with club orders. Uhm, you can give people the option. To pick up their club orders from here as well. 25:37 And then finally down here, order preparation. Now, you don't need to worry about this unless you're using our restaurant pause capability. 25:43 Uhm, but we've got what we call a preparation queue. Uhm, so a preparation queue. It is a place within the venue, uhh, where you prepare items. 25:56 So, for example, umm, one prep queue will be, you know, the, the, the cheese room where all the cheese boards, all the, every time someone's ordering a cheese, a cheese board, that gets sent to the printer in the cheese room. 26:13 Umm, but then all the steaks that need to get cooked, they get sent over to the grill. Umm, if you've got a pizza oven then you might have a printer. 26:21 Umm, out the back by the pizza oven, so you can send different products for preparation in different directions, so that's what a preparation queue is. 26:31 And then table options, umm, so a table option is, you can have obviously, table 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, umm, or you can break your venue up into sections and tables. 26:46 So some of the big venues, you might have a upstairs, downstairs, inside, outside, umm, and so you know, and you might have a whole bunch of tables that can be hard to keep track of everything. 26:59 Umm, so, uhh, this is where you might say, I've got, umm, I can create a table option called Inside. And, outside. 27:14 And so then, when I'm ordering, when I'm on the point of sale, and I'm creating an order for a steak medium rare with peppercorn sauce on the side, and a cheese board, and a pizza, saw. 27:26 Those items will go into their separate preparation queues, but then you can then say the person is sitting inside upstairs in section A, which is on the left, compared to section C, which is on the right, uhm, inside upstairs section a table 1. 27:44 Uhm, and so it's how you can get very, very granular, umm, in where the person's sitting without mucking around with table maps. 27:51 We don't do table maps, umm, mainly because they're very inflexible, so generally if you're a cafe and the tables don't move, ever, then table maps are great, right? 28:03 You've got a small room, the tables are fixed in place most of the time, and you know, you're doing super, super, super high volume, umm, uhh, uhh, throughput. 28:14 Whereas, we all know what it's like at big venues, customers can come in, they can drag the tables together, umm, and they just throw your table map out of whack, and also to, a table map is another thing that you've got to keep up to date. 28:27 Whereas, no matter what happens, if the customers are moving tables, or you're changing something within the venue, umm, those inside-outside options are always the same. 28:37 Section A, B, and C never change, and then you can have some sort of some sort of, umm system in place where you can go, alright, guys, umm, the table numbers are from left to right. 28:52 So, Section A, I know it's in this corner of the balcony, and it's the third table along from from the left, therefore, it's table three. 29:00 Umm, you know, you, you get that idea. So, uhm, there's, one of the largest bars in Sydney used exactly this, uhm, approach for their venue. 29:10 So they would have a Friday, you know, a Friday and Saturday lunch where they'd have 400 people, 500 people in lunch on a Friday and Saturday and this is how they operated their venue. 29:24 So they broke it up into sections and then they broke it up into tables within those sections because they were just too big to muck around with table maps. 29:33 Uhm, and again, they were actually the best examples. Where customers would just go rogue and, and move tables, pick up chairs, move them over there, umm, and it just throws your table map out of whack. 29:44 So that's why we don't do table maps. Anyway, that's probably enough for one day. Does anyone have any questions off the back of that? 29:51 We're all good? Umm, good, okay. Look, and thank you too for the people who write a note after this. Umm, really glad that you're getting value out of these videos. 30:02 Umm, you know, the old thing is that you don't know what you don't know, so, umm. We're really pleased to be making the effort to show you some of the things that you don't know and if it helps you get more value out of the system, then we're gonna keep doing it. 30:15 So, alright guys, that's it for now. I'll leave you to it. Thank you.