Summary:

The following screens have been updated:

Obviously the designs are easy on the eye but we've added additional functionality to make the screens more functional and easier for customers.

With our first BETA update to the Checkout screen, we added the ability for customers to add more of what was already in their Cart... now they can browse and add additional products from within the Checkout screen - they don't need to go back to your website:

They can text search and/or filter by product Type, Varietal, and we've even added any eCommerce Filters you've created (from within Settings > Products > Product Lists):

All pricing - including all the different discount types and Shipping, is calculated live and on the fly.

For the Wine Club Signup, Updates and Selections screens, many of our clients would offer longer lists of available products; so the search and filters have also been added to those screens also:

To make the most of these new Club Signup screens, the next update of Vintner POS will display them full-screen, rather than in a modal.

As part of this release, the Selection page for "editable winemakers selection" type clubs has also been released:

As well as an updated Gift Card Redemption screen that now displays a preview of the Gift Card value and expiration prior to the final redemption step:

Along with the new functionality within the customer facing Checkout screen, we've created a winery facing version to become the new Phone / Back Office sales interface.

You'll see now when you click Create Order within a customer's profile you're now taken to a full-screen interface - rather than a pokey modal - and everything is displayed and editable within one screen rather than you needing to work through multiple steps then getting to the Checkout screen:

We've also added more per-product discounting options:

You'll notice we've included Stock counts and have also added SKU codes.

Our intention with these changes is to make WithWine much more user friendly for those within your business responsible for driving additional sales via over the phone, and especially for your third party telesales partner that logs into your WithWine account to do bulk telesales campaigns.

In the past, once an Order was finalised, that was that, and if you needed to compete a Partial Refund, you couldn't.

Now you can edit completed orders:

And the system can take care of:

It starts within the Orders screen where each Order now has a new Revise Order button:

Clicking on that opens up the familiar winery-facing Checkout screen where you can make any/all adjustments:

Included here is the ability to Refund / Partially Refund from existing payments (of multiple types) and/or charge extra (if it's a revision up):

As you can see, one of the nice things about this update is that the one unified screen is being used for customer Checkout, Phone/Back Office sales and Order Revisions - fewer screens to learn, more familiarity and speedier processes.

When the Revision is completed you'll see it linked to the original order on the main Orders list:

...and in the Order detail side panel:

One year ago we released Surcharges. Now you can schedule them. Eg:

To add a Surcharge:

Within Settings > My Brand > click on Taxes & Surcharges:

When you click into Taxes & Surcharges, the page defaults to Taxes but you can click on the pink button up the top to instead work on Surcharges:

If you click on Add Surcharge, you are then presented with this form, in which you can fill in the details of your new Surcharge product:

Generally, when charging a Surcharge you need to add Tax to the surcharge amount, but only if the Surcharge is being applied to a taxable item. This is what the "Apportioned based on line items" option is for.

Eg. If an order is for $100 of wine, and a $10 surcharge is applied to the order, sales tax would be added (or included) to the entire $110. But if $50 of the order was for wine and the other $50 for an item on which sales tax isn't added (eg. bottles of water), sales tax would only be added to $5 of the $10 Surcharge.

Once that's done, you can set a default Surcharge for all Channels or individual Channels:

But if you want to apply a Surcharge to customers in a particular state you can Add Country then set a Surcharge to individual states:

Now to apply a Schedule to a Surcharge:

Within Settings > My Brand > Taxes > Click on Surcharge Schedule:

Click on Add Schedule:

Then select the parameters you want to apply for the Schedule:

Once that's done, you can go into your available Surcharges and apply the Schedule:

We've made some changes to the Customer profile side panel:

Firstly, up the top we've added a Summary that shows the customer's Lifetime Value (LTV), their total number of Orders and their Average Order Value. This is so you can see some key statistics at a glance when you're on the phone with a Customer:

Next, if that customer is a Club Member, we now display how long they've been a member instead of who signed them up (that is still visible within the Activity Feed):

Five months ago, we released a new Email Builder with the much-liked ability to email customers pre-built Carts - where you can build the shopping cart for the customer and when they click on the Checkout button, it bypasses your website and takes them direct to Checkout:

People have loved this capability since its release, and now we've taken it further.

Imagine you were at a wine festival and you wanted to reengage with all attendees (because Vintner makes it easy to capture their contact details) with a communication saying "It was nice meeting you today at [Festival Name] - if in hindsight there was anything you could have / should have bought, here are the wines we were pouring..."

Now when you add a product to a Cart block, the default is 0 products instead of 1; giving you the ability to curate a Featured List to customers:

When the customer clicks on the Call to Action button (however you decide to label it) they will be taken direct to the Checkout where they can add products form that Featured List direct to their Cart:

And of course, if they wanted to add more products beyond what you've sent them, they can use the "Add more products" button.

If you wanted to run a promotion along the lines of "Buy [count] of one of these products and you'll get a free Baseball Cap" you can select the wines you want them to buy, add x1 Baseball Cap to the Cart and attach a Coupon Code for the cap that will be auto applied at Checkout: