Advanced Search Options
Using the advanced search options in the WineDirect fulfillment portal you can now search for your orders with delivery exceptions by:- Account
- Custom date range
- One of three pre-built date ranges
- Order type
- Delivery status
- Number of exceptions on the delivery
Order Types Available
Clients can select from various Order Types to search including:- Club Order
- Corporate Gift Order
- Daily Order
- Personalization Order
Export Functionality
After generating your exceptions list, you will be able to export that exceptions list to an Excel file.Automatic Email Notifications
WD has released a Delivery Exception Email template that allows you to automatically email customers and notify them of delivery exceptions. This template can be managed within Administration > Templates > Exception.Key Features:
- Custom email templates with your branding for each type of delivery exception
- Automatic sending when our tracking system detects an exception
- One email per day maximum to prevent spam
- Customer notification so they can contact you or the carrier to resolve issues
If you would like to participate in the automatic email notification feature, please contact csoperations@winedirect.com or your Account Manager to have the feature explained in more detail and enabled.
How Delivery Exceptions Work
Delivery Exceptions identify orders with:- Unsuccessful delivery attempts
- A change in status to an order
- All exceptions are logged in Orders > Delivery Exceptions
Return Process:
- Standard Orders: Returned to WineDirect after maximum unsuccessful delivery attempts
- Three-tier Shipments: Returned to the designated state retailer (our Client Services Team will reach out when this occurs)
Managing Results
- Search for specific results using the filters
- Export results to an Excel file
- Sort by selecting any column header to organize results within that column
Three-tier shipments follow a different return process and are sent back to the designated state retailer rather than WineDirect.