```
Example in C#:
```csharp theme={null}
request.AddParameter("Authorization", "Bearer " + token, ParameterType.HttpHeader);
```
### Step 3: Verify or refresh the token
* `GET /api/v1/AccessToken/WhoAmI` — test whether the current token is still valid. A failure means the token has expired and you should call `AccessToken` again.
* `GET /api/v1/AccessToken/TokenDetails` — check how long the current token has left before it expires.
### From a browser
In the interactive API reference, click the **Authorize** button and enter the bearer token (including the `Bearer ` prefix) returned from `AccessToken`.
# Notification Events
Source: https://docs.winedirectfulfillment.com/api-guide/notification-events
The shipment notification events WineDirect Fulfillment recognizes, including sequencing and timing rules, so integration partners can align their own consumer messaging with ours.
WineDirect Fulfillment tracks every shipment through a defined set of **notification events** — lifecycle milestones and carrier-derived status changes that determine when a consumer notification is sent. This page documents that event model so integration and marketplace partners can align their own notification triggers and timing with ours, rather than running an independent (and potentially conflicting) set.
Following this model is not required, but strongly recommended. When a partner's own notifications use different triggers or timing than WineDirect Fulfillment's, the same shipment can generate conflicting or duplicate-feeling messages for the end consumer — for example, an "out for delivery" text arriving from one system well before or after the corresponding email from the other.
## How Events Are Sequenced
Events happen in a defined order, and two rules govern which notification actually reaches the consumer when more than one applies in the same window:
* **Last event wins.** If a shipment produces more than one applicable event in the same processing window, only the latest event in the sequence is sent. For example, if both *First Scan* and *Out for Delivery* occur in the same window, only *Out for Delivery* is sent.
* **Delivered is final.** Once a *Delivered* event has been recorded for a shipment, no further notifications are sent for it — this keeps late or noisy carrier updates from generating confusing messages after the consumer has already received their order.
## Notification Event Reference
The table below lists each event in sequence order, with a plain-language description, the detailed carrier status that triggers it (where applicable), and whether it's live today. **Status** of "Planned" means the event is on WineDirect Fulfillment's roadmap but does not fire yet — partners shouldn't build against it until it moves to Live.
| Seq | Event | Status | Description | Detailed Status Trigger |
| --- | ------------------------------- | -------- | ------------------------------------------------------------------------- | --------------------------------------- |
| 1 | Order Created | Planned | Order imported successfully to WineDirect Fulfillment. | — (order import) |
| 2 | Preparing Shipment | Planned | Order sent to the warehouse and preparing to ship. | — (order status: Sent to WMS) |
| 3 | Shipped | **Live** | Shipment record created by WineDirect Fulfillment. | — (shipment record created) |
| 4 | First Scan | **Live** | Package scanned for the first time by the final-mile carrier. | — (first carrier scan) |
| 5 | Exception | **Live** | An exception to delivery that should be reviewed — may need intervention. | `DELIVERY_EXCEPTION` or `ADDRESS_ERROR` |
| 6 | Estimated Delivery Date Updated | Planned | Carrier changed the estimated delivery date for the package. | — (EDD change detected) |
| 7 | Out for Delivery | **Live** | Package is out for delivery. | `OUT_FOR_DELIVERY` |
| 8 | Failed Attempt – First | **Live** | First delivery attempt was unsuccessful; a second attempt will be made. | `FIRST_DELIVERY_ATTEMPT` |
| 9 | Failed Attempt – Second | **Live** | Second delivery attempt was unsuccessful; a final attempt will be made. | `SECOND_DELIVERY_ATTEMPT` |
| 10 | Available for Pickup | **Live** | Package is available for pickup at a carrier holding location. | `AVAILABLE_AT_HAL` or `AVAILABLE_AT_AP` |
| 11 | Delivered | Planned | Package was delivered, or picked up from a carrier hold location. | `DELIVERED` |
| 12 | Returning | Planned | Package is being returned to sender. | `RETURNING` |
## Terminology
| Term | Meaning |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------- |
| Notification Event | A defined event type — based on a shipment milestone or a carrier-derived status — that can trigger a consumer notification. |
| Detailed Status | A WineDirect Fulfillment–normalized shipment status, derived from raw carrier events, used to detect when a notification event has occurred. |
# Creates an Access Token for an API User
Source: https://docs.winedirectfulfillment.com/api-reference/accesstoken/creates-an-access-token-for-an-api-user
/openapi.json post /api/v1/AccessToken
Call no more than once in 8 hours. You must cache this token locally
# Once authenticated, how long does the Auth token have left before it expires.
Source: https://docs.winedirectfulfillment.com/api-reference/accesstoken/once-authenticated-how-long-does-the-auth-token-have-left-before-it-expires
/openapi.json get /api/v1/AccessToken/TokenDetails
# Once authenticated, use this see what permission you have and which accounts you have access to.
Source: https://docs.winedirectfulfillment.com/api-reference/accesstoken/once-authenticated-use-this-see-what-permission-you-have-and-which-accounts-you-have-access-to
/openapi.json get /api/v1/AccessToken/AboutMe
# Once authenticated, use this to test your logged in status
Source: https://docs.winedirectfulfillment.com/api-reference/accesstoken/once-authenticated-use-this-to-test-your-logged-in-status
/openapi.json get /api/v1/AccessToken/WhoAmI
If it fails, then call /AccessToken to generate a new token
# Gets a list of Invoices based on a query
Source: https://docs.winedirectfulfillment.com/api-reference/finances/gets-a-list-of-invoices-based-on-a-query
/openapi.json get /api/v1/Finances/invoices
# Gets the invoice line items for an invoice
Source: https://docs.winedirectfulfillment.com/api-reference/finances/gets-the-invoice-line-items-for-an-invoice
/openapi.json get /api/v1/Finances/invoices/detail
# Creates a request to move inventory
Source: https://docs.winedirectfulfillment.com/api-reference/inventories/creates-a-request-to-move-inventory
/openapi.json post /api/v1/Inventories/Move
# Gets a list of inventory Activity
Source: https://docs.winedirectfulfillment.com/api-reference/inventories/gets-a-list-of-inventory-activity
/openapi.json get /api/v1/Inventories/Activity
# Gets a list of owned inventory
Source: https://docs.winedirectfulfillment.com/api-reference/inventories/gets-a-list-of-owned-inventory
/openapi.json get /api/v1/Inventories/Owned
Indicate the Warehouse OR the SKU. You can't use both in a query.
# Gets a list of sellable inventory.
Source: https://docs.winedirectfulfillment.com/api-reference/inventories/gets-a-list-of-sellable-inventory
/openapi.json get /api/v1/Inventories/Sellable
If you specify the SKU, then other query parameters are ignored.
# Gets a list of subinventories for specified customer
Source: https://docs.winedirectfulfillment.com/api-reference/inventories/gets-a-list-of-subinventories-for-specified-customer
/openapi.json get /api/v1/Inventories/CustomerSubinventories
# Gets a list of warehouses for specified customer
Source: https://docs.winedirectfulfillment.com/api-reference/inventories/gets-a-list-of-warehouses-for-specified-customer
/openapi.json get /api/v1/Inventories/CustomerWarehouses
# Deletes/Cancels an existing order.
Source: https://docs.winedirectfulfillment.com/api-reference/orders/deletescancels-an-existing-order
/openapi.json delete /api/v1/Orders/{accountNumber}/{orderNumber}
# Gets a list of order statuses in the WineDirect interface system
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-a-list-of-order-statuses-in-the-winedirect-interface-system
/openapi.json get /api/v1/Orders/OrderInterfaceStatuses
# Gets a list of packing slips based on a list of IDs
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-a-list-of-packing-slips-based-on-a-list-of-ids
/openapi.json post /api/v1/Orders/PackingSlips/Bulk
# Gets a list of packing slips for an AccountNumber
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-a-list-of-packing-slips-for-an-accountnumber
/openapi.json get /api/v1/Orders/PackingSlips
# Gets a list orders on hold which can be updated via the Bulk Update endpoint
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-a-list-orders-on-hold-which-can-be-updated-via-the-bulk-update-endpoint
/openapi.json get /api/v1/Orders/BulkOrderUpdate
# Gets a packing slip
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-a-packing-slip
/openapi.json get /api/v1/Orders/PackingSlip
# Gets a single order based on the order number.
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-a-single-order-based-on-the-order-number
/openapi.json get /api/v1/Orders/{orderNumber}
Use the GET /Orders/Detail endpoint for a full detailed order
# Gets multiple orders.
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-multiple-orders
/openapi.json get /api/v1/Orders
Use the GET /Orders/Detail endpoint for a full detailed order
# Gets the full detail about an order
Source: https://docs.winedirectfulfillment.com/api-reference/orders/gets-the-full-detail-about-an-order
/openapi.json get /api/v1/Orders/Detail/{accountNumber}/{orderNumber}
# Queues a list of orders to be updated with new properties.
Source: https://docs.winedirectfulfillment.com/api-reference/orders/queues-a-list-of-orders-to-be-updated-with-new-properties
/openapi.json patch /api/v1/Orders/BulkOrderUpdate
Use the GET /BulkOrder to get a list of orders which can be updated. This update can take several minutes to complete. All values are optional, but at least one must be filled in.
# Updates an existing order.
Source: https://docs.winedirectfulfillment.com/api-reference/orders/updates-an-existing-order
/openapi.json patch /api/v1/Orders/{orderNumber}
Use the GET /Orders/Details to get the current values of the order to use in this update call. This will update the Line Items, details and ShipTo address of the order. Address is optional, all other values are required.
# Uploads many orders all at once in a batch into a queue which can take 15 minutes to process.
Source: https://docs.winedirectfulfillment.com/api-reference/orders/uploads-many-orders-all-at-once-in-a-batch-into-a-queue-which-can-take-15-minutes-to-process
/openapi.json post /api/v1/Orders/SubmitOrders
This functionality closely mirrors the WineDirect Portal's Bulk Upload. Please visit:
https://fulfillment.winedirect.com/orders/upload for more details
# Creates a Bom Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/creates-a-bom-product
/openapi.json post /api/v1/Products/Skus/Bom
# Creates a Non Wine Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/creates-a-non-wine-product
/openapi.json post /api/v1/Products/Skus/NonWine
# Creates a Wine Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/creates-a-wine-product
/openapi.json post /api/v1/Products/Skus/Wine
# Deletes a Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/deletes-a-product
/openapi.json delete /api/v1/Products/{supplierId}/{sku}
# Gets full product detail.
Source: https://docs.winedirectfulfillment.com/api-reference/products/gets-full-product-detail
/openapi.json get /api/v1/Products/{supplierId}/{sku}
# Search for products that you are able to sell from the fulfillment system.
Source: https://docs.winedirectfulfillment.com/api-reference/products/search-for-products-that-you-are-able-to-sell-from-the-fulfillment-system
/openapi.json get /api/v1/Products/Sellable/Listing
This listing can include items which you own and supply to WineDirect along with any items supplied by other companies
# Search for products that you supply to the fulfillment system.
Source: https://docs.winedirectfulfillment.com/api-reference/products/search-for-products-that-you-supply-to-the-fulfillment-system
/openapi.json get /api/v1/Products/Owned/Listing
# Updates a Bom Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/updates-a-bom-product
/openapi.json patch /api/v1/Products/Skus/Bom
# Updates a Non Wine Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/updates-a-non-wine-product
/openapi.json patch /api/v1/Products/Skus/NonWine
# Updates a Wine Product
Source: https://docs.winedirectfulfillment.com/api-reference/products/updates-a-wine-product
/openapi.json patch /api/v1/Products/Skus/Wine
# Gets a list of FedEx or UPS store locations where a hold of a shipment for an order is possible
Source: https://docs.winedirectfulfillment.com/api-reference/shipments/gets-a-list-of-fedex-or-ups-store-locations-where-a-hold-of-a-shipment-for-an-order-is-possible
/openapi.json get /api/v1/Shipments/Carriers/HoldAtLocations
# Gets a list of order returns with details and optional personalizations
Source: https://docs.winedirectfulfillment.com/api-reference/shipments/gets-a-list-of-order-returns-with-details-and-optional-personalizations
/openapi.json get /api/v1/Shipments/Returns
# Gets a list of Shipment Updates
Source: https://docs.winedirectfulfillment.com/api-reference/shipments/gets-a-list-of-shipment-updates
/openapi.json get /api/v1/Shipments/Updates
# Gets a list of shipments
Source: https://docs.winedirectfulfillment.com/api-reference/shipments/gets-a-list-of-shipments
/openapi.json get /api/v1/Shipments
# Gets a single shipment with detail
Source: https://docs.winedirectfulfillment.com/api-reference/shipments/gets-a-single-shipment-with-detail
/openapi.json get /api/v1/Shipments/{shipmentId}
# Cancels an Inventory-IN request to be processed by WineDirect
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/cancels-an-inventory-in-request-to-be-processed-by-winedirect
/openapi.json delete /api/v1/Transfers/INs
# Cancels specific inventory-out in the WineDirect fulfillment system
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/cancels-specific-inventory-out-in-the-winedirect-fulfillment-system
/openapi.json delete /api/v1/Transfers/OUTs/{referenceNumber}
# Create an inter-warehouse Transfer.
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/create-an-inter-warehouse-transfer
/openapi.json put /api/v1/Transfers
# Create and submit an inventory OUT in the WineDirect fulfillment system
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/create-and-submit-an-inventory-out-in-the-winedirect-fulfillment-system
/openapi.json post /api/v1/Transfers/OUTs
# Creates a new Inventory-IN request ready to be Submitted in a subsequent step
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/creates-a-new-inventory-in-request-ready-to-be-submitted-in-a-subsequent-step
/openapi.json post /api/v1/Transfers/INs
# Gets a detailed of a specific inventory-out in the WineDirect fulfillment system
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/gets-a-detailed-of-a-specific-inventory-out-in-the-winedirect-fulfillment-system
/openapi.json get /api/v1/Transfers/OUTs/{referenceNumber}
# Gets a list of inventory-in orders within the WineDirect fulfillment system
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/gets-a-list-of-inventory-in-orders-within-the-winedirect-fulfillment-system
/openapi.json get /api/v1/Transfers/INs
# Gets a list of inventory-out orders within the WineDirect fulfillment system
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/gets-a-list-of-inventory-out-orders-within-the-winedirect-fulfillment-system
/openapi.json post /api/v1/Transfers/OUTs/Search
# Gets a single Inter-Center Transfer
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/gets-a-single-inter-center-transfer
/openapi.json get /api/v1/Transfers/{referenceNumber}
Sample Request (To get the Transfer)
GET /TRAN-1234
# Gets the details about a specific inventory-in orders within the WineDirect fulfillment system
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/gets-the-details-about-a-specific-inventory-in-orders-within-the-winedirect-fulfillment-system
/openapi.json get /api/v1/Transfers/INs/{supplierId}/{orderNumber}
# Query the Inter-Center Transfer system for transfers
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/query-the-inter-center-transfer-system-for-transfers
/openapi.json get /api/v1/Transfers
# Submits an Inventory-IN request to be processed by WineDirect
Source: https://docs.winedirectfulfillment.com/api-reference/transfers/submits-an-inventory-in-request-to-be-processed-by-winedirect
/openapi.json patch /api/v1/Transfers/INs
# Assignments
Source: https://docs.winedirectfulfillment.com/assignments
> **Legacy Shipping Notifications and Advanced Shipping Notifications can operate alongside one another during the transition period. However, once an assignment is created in Advanced Shipping Notifications, all shipping notification emails for that client will be sent exclusively through Advanced Shipping Notifications.**
> **Important:** This change cannot be reversed. Before creating an assignment in Advanced Shipping Notifications, clients should fully migrate any existing templates, assignments, and notification settings from Legacy Shipping Notifications to ensure continuity in customer communications.
As part of our enhanced Advanced Shipping Notification tools, the **Assignments** page is where you configure and manage your branded shipping notification templates by carrier, shipping event, and order type.
This powerful assignment matrix gives your winery complete control over which email templates are sent for specific shipment scenarios, helping you deliver a more tailored and consistent customer experience across every order.
Use the Assignments page to ensure the right message reaches the right customer at the right stage of the shipping journey.
**Follow the steps below to set up and manage your notification assignments.**
1. In the WineDirect Fulfillment portal, go to 'Shipments' > 'Advanced Shipping Notifications' > 'Assignments'.
2. Click "New Assignment"
3. Click the Event field.
4. Select the shipping event you'd like to assign.
5. Select the Template you'd like to assign.
6. Select specific Order Types to assign, or click "All Order Type(s) \*"All" creates a default template assignment".
7. Select specific Carriers to assign or click "All Carrier(s) \*"All" creates a default template assignment"
8. Create your Assignment.
9. Confirm by clicking "Ok"
#### Review and Manage Your Assignments
1. Use the fields at the top of your menu to filter your completed Assignments.
2. Within the Assignment view, you can use the dropdown to change the template assignment, use the status toggle to turn the notification on and off, or use the eye icon to preview the email template in browser.
# Clone
Source: https://docs.winedirectfulfillment.com/clone
The Clone Tool makes it easy to create and customize branded email templates, helping you deliver a consistent customer experience.
1. To Clone an existing template, click on the three dots to the right.
2. Click "CLONE"
3. Rename your new template in the "Template name" field.
4. Click "Ok"
# Advanced Analytics Homepage
Source: https://docs.winedirectfulfillment.com/documentation/Advanced-Analytics/Advanced-Homepage
This article will list the segments of the Advanced Analytics feature and the different reports it offers.
The Advanced Analytics is an embedded reporting suite extracted from SIGMA that allows the client to:
* **Prebuild common reports**
* **Access to explore data individually**
* **Ability to create customized reports**
## Landing Page Overview
The Landing Page consists of different categories that allow the client to view the full scope of their fulfillment business.
Based on the attributes that is selected (see below), various metrics of shipping and order data will populate once prompted. The user can select from:
* **Specific brand** (if enterprise account)
* **Specific date range**
* **Order type**
* **Fulfillment center** (if bicoastal/utilizing multiple warehouses)
## Orders & Shipments
This chapter will cover all aspects of the client's orders and shipments fulfillment data, including:
* **Volume & Cost breakdown**
* **Shipment Volume by Month**
* **Shipments by Service Level**
* **Shipments by Order Type**
* [**Merged Order Report**](https://docs.winedirectfulfillment.com/documentation/orders/order-merge)
*The infographics will auto-populate a percentage increase/decrease of the last period data for comparison.*
## Finance
The Finance chapter will cover different metrics such as:
* **Package Costs** broken down by total charges by month
* **Charges by brand**
* **Charges by carrier service**
* **Total charges by order type**
## Inventory
This page will populate a breakdown of **inventory velocity** for the user, allowing them to view specific inventory categories such as:
* **Aged Inventory**
* **Real-time On Hand SKUs**
* **Aging Items & Aging Units**
***
The Advanced Analytics suite provides comprehensive insights into your fulfillment operations, enabling data-driven decision making across all aspects of your business.
# Low Inventory Report
Source: https://docs.winedirectfulfillment.com/documentation/Advanced-Analytics/Low-Inventory-Report
Determine when available inventory quantity drops below a customizable threshold and configure scheduled exports to be used as low inventory action item notifications with the Low Inventory Report!
## What is the Low Inventory Report?
Located within the **Products & Inventory Reports** chapter, the **Low Inventory/Low Stock Report** will highlight low inventory at '0' or below '0' of the **Available to Sell** column as well as list the current sub-inventory where additional inventory is available, if applicable.
![Lowinventory 1 Pn]()
## When Does the Low Inventory Report Sync?
The report refreshes nightly & at 1:30 pm PT daily, allowing users to stay ahead of situations involving insufficient inventory.
## How to Export and Schedule an Export to Send
The Low-Inventory report has a multitude of different customizations that can be set and exported, allowing the client to view all aspects of low inventory and be prepared when managing order fulfillment.
1. Hover to the right upper corner of the report until the icon appears. Click the three-dot icon to expand **Alert When**, **Export**, & **Refresh Data** options:
![Lowinventory2 Pn]()
2. Once the Export option is clicked, a list of download formats will populate, including the ability to send and schedule exports.
a. Export options range from CSV, PDF, to Excel, with the ***Excel format*** being the most common to view inventory data.
![Lowinventory Exportexcel Pn]()
![image.png]()
1. The fields that can be customized for the scheduled export are as follows:
1. Recipient: The user can enter multiple email addresses of those who will receive the report.
2. Subject: The title of the emailed report can be customized here.
3. Message: The message of the email can be customized here.
4. Attachments: the default attachment will be the Low Inventory Report.
a. Users can click through various formats to view the data. *The Excel format is the most common for viewing inventory reports.*
5. Frequency: frequency can be customized to the user's preference. The report is synced with the SIGMA system nightly and at 1:30 PM PT.
![Schedule Export Pn]()
### Frequency Settings:
![Schedule Frequency Pn]()
* **Send**:
* Always: the report will be sent regardless of the data or condition
* **If a condition is met**:
* Additional filters will populate, allowing the user to further customize the conditions of data being triggered to be exported and emailed, including:
* Send: if a condition is met, if there's no data, if there's data
* In data element: Low-Stock (the source of data)
* Ability to specify values greater or less than
![Condition Lowinventory Pn]()
* More Options:
* Further conditions can be calibrated by clicking **Customize Control Values**:
![Image(7) Pn]()
* Within this customization window, users can determine certain descriptions that the system will source data from.
* An example of this is shown in the image above: ***the rule is available inventory in other Subinventory showing available to sell quantity greater than -1 for orders reflecting a requested ship date on or before 30 days from the date of report pull.***
TIP: The search results in the *Search to add control* drop-down are for all pages in the Advanced Analytics. Type "low" in the field to narrow down queries about low-inventory rules that apply to this report!
Click Save to save all changes and customizations. Clicking 'Cancel' will populate a list of current email domains to which reports are being sent to within the Winery's team.
## What Does The Emailed Report Look Like?
The report will be emailed from the email domain of: **[info@send.sigmacomputing.com](mailto:info@send.sigmacomputing.com)**. It is important for the user to save this address to avoid these reports getting automatically filtered into the SPAM folder.
**Title**: **\[EXTERNAL] Embed PoC Workbook**
\*\*Body: \*\*The body of the email will follow the customized messaging designed during calibration of the report conditions.
# Exceptions Report
Source: https://docs.winedirectfulfillment.com/documentation/Advanced-Analytics/exceptions-report
Learn how to filter and schedule your WineDirect Shipment Events report for easier tracking. This guide walks you through the steps to isolate shipment exceptions and set up automated data exports that are sent directly to your email.
1. Navigate to Advanced Analytics > Shipment Events, located on the right-hand panel within the dataset section:
![Howto Schedule Wine Direct Analytics Reports Step1]()
2. To populate and view any shipment events, click Event Type in the search filter, along with any preferred date range or other attributes:
![Howto Schedule Wine Direct Analytics Reports Step2]()
![Howto Schedule Wine Direct Analytics Reports Step4]()
3. To schedule a report for automation, click the three-dot icon in the upper-right corner of the report and click \
**Export>Schedule Reports:**
![Howto Schedule Wine Direct Analytics Reports Step8]()
4. Once the schedule report configuration box populates, you can scroll through and add your preferences to the email recipients of the report, the timing frequency of how often the report is sent, and if you scroll to the bottom, you will be able to customize the exact type of exceptions that will trigger a report to send:
![Howto Schedule Wine Direct Analytics Reports Step10]()
5. Type "Event Type" in the control search bar and select all events you wish to get notified on, such as: ***In Transit*** or ***Exception***
![Howto Schedule Wine Direct Analytics Reports Step13]()
![Howto Schedule Wine Direct Analytics Reports Step14]()
![Howto Schedule Wine Direct Analytics Reports Step18]()
6. Once all event types are selected, review all configurations, then click **Create** to save and set the scheduled automation:
![Howto Schedule Wine Direct Analytics Reports Step19]()
\\
# WineDirect Fulfillment Carrier Partners
Source: https://docs.winedirectfulfillment.com/documentation/CarrierPartners/carrierpartners
WineDirect Fulfillment partners with a range of final-mile carriers to support your business goals and meet your customers' delivery preferences. Best of all, there are no additional surcharges based on carrier selection—you’re free to choose the carrier that works best for you without any added financial burden.
Click below to learn more:
* [**GLS**](https://docs.winedirectfulfillment.com/documentation/CarrierPartners/GLS)
* [UPS](https://docs.winedirectfulfillment.com/documentation/CarrierPartners/ups)
* FedEx /
* [Arrive55](https://docs.winedirectfulfillment.com/documentation/orders/white-glove/arrive55)
# UPS
Source: https://docs.winedirectfulfillment.com/documentation/CarrierPartners/ups
### UPS Update
UPS is updating how it handles adult beverage shipments after the first missed delivery attempt. **WineDirect Fulfillment** clients will experience **no immediate changes**, this new policy will go into effect **June 1, 2026** so that you have time to prepare your team and set expectations with your customers.
### What is Changing
Beginning June 1, 2026, if a customer misses the first delivery attempt, UPS will automatically redirect the package to a nearby UPS Access Point rather than attempting delivery the following day. The shipment will be held at the Access point for up to **7 days at no charge**. If the customer does not pick it up within that timeframe, the package will be returned.
This adjustment helps reduce the amount of time wine spends out with the carrier, protecting your wine from extreme temperatures and minimizing handling. It also offers customers greater flexibility to retrieve packages on their own schedule.
### Shipping Notifications 'Out For Delivery'
Leverage our enhanced shipping notifications and add '**Out For Delivery**' notification to clearly communicate with your recipients and ensure delivery success. [Click here](https://docs.winedirectfulfillment.com/documentation/administration/templates/out-for-delivery#out-for-delivery) for instructions on how to set this up.
### What To Expect
* After the first missed delivery attempt, UPS will leave an InfoNotice that links to tracking information, including the Access Point name and address.
* Tracking will update in real time and customers subscribed to UPS notifications will receive alerts.
* A valid 21+ ID matching the shipping label address is required for pickup.
* There is no fee for retrieving a package at an Access Point if redirected by UPS as part of the N-I1 program. If customers proactively reroute to an Access Point, the Access Point may charge a holding fee.
* Access Points are typically 0 to 15 minutes away from the delivery address. You can expect a distance of a few miles in urban destinations and no more than 10 miles in rural areas.
* If no Access Point is available within 10 miles, UPS will continue with standard 3 delivery attempts and return the package after the third delivery attempt.
* Access Points only accept wine shipments of less than 44 lbs. If the container exceeds 44 lbs, it will follow the standard 3-delivery attempt process.
* Recipients may continue using UPS My Choice if they prefer alternative delivery options.
* As the winery, you can also continue using our [**integrated UPS portal tools**](https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/recalling-a-package#recalling-a-package) to reroute, reschedule, or recall a shipment while it is still in transit.
* Temperature Control shipments utilizing UPS as the carrier (CST8) will default to the traditional 3 delivery service attempts.
For more information and FAQs about this UPS update, please [Click Here](https://winedirectfulfillment.com/wp-content/uploads/2026/06/Wine-Ni-1-Customer-Version.pdf).
## Opt Out First Delivery Attempt Policy
It is important that you have control and flexibility over this policy. For that reason, you can choose to opt out and continue with three delivery attempts. You may opt out by order type. Complete the form below, and we will adjust your First Delivery Attempt Policy to match your preferences.
### UPS Carrier Benefits Available in the Portal
Our portal makes shipping with UPS easier! You can [Recall](https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/recalling-a-package), [Reroute](https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/rerouting-a-package), and [Reschedule](https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/rescheduling-a-package) a delivery directly from your WineDirect Fulfillment account.
# API Activity Tracker and Quarantined Orders
Source: https://docs.winedirectfulfillment.com/documentation/administration/api-activity-tracker-quarantined-orders
Enhanced Portal API Activity Tracker for troubleshooting order transmission and integration issues
WineDirect Fulfillment is proud to announce a fast and simple way to identify orders that need your attention. Our new API Activity Tracker makes troubleshooting order transmission and integration issues simple and effective, greatly reducing the time and effort needed to spot and resolve integration issues. This feature is useful for clients using common third-party integrations like ShipCompliant and customer-developed implementations. This will seem very familiar to users of the "Needing Action" feature in the previous version of our client portal.
## Need to cancel a quarantined order in the system?
Learn how to cancel a quarantined order here: [Click Here](https://docs.wd-fs.com/s/orders/edit-an-order/cancel-a-quarantined-order)
[Please Click Here to View How-To Instructions](https://winedirectfulfillment.my.salesforce.com/sfc/p/f40000023lP9/a/Rk0000018QJJ/Kev3JeW54jRecd.SAhYDCqr0x_OIcb3XonIlPDXZ1TA)
# Pickup/Delivery Locations
Source: https://docs.winedirectfulfillment.com/documentation/administration/pickup-delivery-locations
Configure Site Codes and physical addresses used for inventory pickup and drop-off on WineDirect Fulfillment Inventory IN and OUT requests.
This page is dedicated to the configuration and listing of all physical addresses saved for a specific client. These addresses are required to allow for the completion of Inventory OUT submissions and to provide our Operations team drivers the location of a specific inventory pickup or drop-off.
Most of the initial addresses will be configured during the Onboarding stage, however should the user wish to add or edit a new address, or Site Code, clicking Add New will open a field box for the user to complete.
![Pickup/Delivery Locations Interface]()
Upon clicking Update, the entry will be saved. If the user needs to edit a pre-existing Site Code, select the three-dot dropdown to the right of the entry and click 'Edit'. The same billing site box will populate allowing the changes to be made.
![Edit Pickup/Delivery Location]()
## Where Site Codes are used
Site Codes reference physical pickup and drop-off addresses for inventory movement only. They apply to:
* Inventory OUT submissions, including WD Pickup (`WD_PICKUP`) transfers where the `PickupSiteId` field is required. See [Create OUT Request](/documentation/products/transfers-physical-inventory-movement/create-out-request).
* Inventory IN submissions where a WineDirect driver picks up product from a client location. See [Create IN Request](/documentation/products/transfers-physical-inventory-movement/create-in-request).
Site Codes are not shortcuts for consumer or wholesale order addresses. The [Submit Orders API](/api-guide/orders/bulk-upload-orders) does not accept a Site Code in place of `shipToAddress`, `soldToAddress`, or `deliverToAddress`. Every order submitted through `/api/v1/Orders/SubmitOrders` must include the full address fields on the order itself, even when the destination matches a saved Pickup/Delivery Location.
# Portal Account
Source: https://docs.winedirectfulfillment.com/documentation/administration/portal-account
Account settings, preferences, and customer/supplier access management in the portal
## Account Settings
The account settings within the Portal Account page under Administration allows the user to view and if necessary, make changes to their User Name, Email, First Name and Last Name.
![Portal Account Settings]()
Once preferred changes are made, the user will need to click Update for changes to take effect upon next login.
## Preferences
This section allows the user to choose between Dark or Light mode to select the color theme of their viewing experience as well as the ability to enable a popup help icon. When enabled, this icon will serve as a virtual support agent and provide articles and information on specific topics when triggered.
![Portal Preferences]()
## Customer Access / Supplier Access
Here, the user can view which Customer or Winery they have access to. This list will also provide a hotkey titled Orders that when clicked, will take the user to order information for that specific Customer Name. This list should only produce one Client Name, unless the user is associated with other brands. Within Supplier Access, this tab will populate the same Customer Name, including a Product dropdown. When clicked, the Listing next to the customer Name will direct the user to the Listing of Owned Products page.
# Compliance
Source: https://docs.winedirectfulfillment.com/documentation/compliance/compliance
Setup of compliance configuration for a client based on the information provided by the client
This article will cover the setup of compliance configuration for a client based on the information provided by the client.
## State Availability
In the state availability menu option, you will be able to view your compliance configuration by state. You will need to select your account and the type of sale that you are compliant for:
![State Availability Selection]()
Based on the type of sales selected, the state compliance section will display a map indicating what states you are compliant in, any three-tier states, states with pre-certified orders, states that are retailer direct without a permit, and states that you can ship to via a WineDirect permit.
The generated state map can be saved as an image.
To view a list of your states and their associated permits in the Wine Direct system, scroll down below the map.
## Product Availability
In the product availability sub-menu option, you will be able to view the setup of your product in the fulfillment system with respect to compliance.
The only search field criteria is the name of your account:
![Product Availability Search]()
This will display a list of all your products and their associated state registration price posting and state distribution status. After selecting search you will be able to download your list of products to an excel spreadsheet.
![Product Availability Results]()
## Export for eCompliance
In the Export for eCompliance sub-menu option, you can generate an export of shipment information that is properly formatted for use with the eCompli compliance system. To get started, choose a customer of interest and a date range for which you would like to see shipment information. Click the "Search" button to perform the search. When viewing the report results, you can click the "Excel" button to generate an Excel CSV document with all the information needed by the eCompli systems.
![Export for eCompliance]()
## State Shipping Permits
In the overview of the permit manager, you can enter and maintain your direct shipping permit records. The information entered in this field is used by the Wine Direct fulfillment system to properly apply the compliance regulations appropriate for direct shipments.
You will first need to search by the vendor, brand name, and permit status:
![State Shipping Permits Search]()
After selecting search, you will see a list of all the permits that fit that search criterion. You can export your list of permits to an excel spreadsheet or you have the option to add a new permit.
![State Shipping Permits Results]()
Selecting the add permit button will bring up a pop-up window that you will need to fill out with the state being permitted, the permit number, and the effective and expiration date of the permit:
![Add Permit Form]()
# 2026 Holiday Shipping Timeline
Source: https://docs.winedirectfulfillment.com/documentation/dashboard/2026-holiday-shipping-timeline
Please click the link below to obtain the timeline for the 2026 Holiday Order submission deadline. This timeline includes all carrier service levels, including temp-control routes, as well as hours of operation for WineDirect Fulfillment.
### [2026 Holiday Shipping Timeline](https://winedirectfulfillment.com/wp-content/uploads/2026/01/2026-WDF-Holiday-Shipping-Timeline.pdf)
# Fulfillment Homepage Dashboard
Source: https://docs.winedirectfulfillment.com/documentation/dashboard/fulfillment-homepage-dashboard
The WineDirect Fulfillment dashboard provides an overview of the client’s account, including customizing report widgets, open orders, orders imported by day, current shipments by status, recent transfers, and additional news and memos by WineDirect Fulfillment. In this article, we will cover all sections of this dashboard, defining each title and offering instructions on how best to utilize all of these widgets for intuitive and seamless order management.
## Updated Fufillment Portal Dashboard
We’re continually working to deliver timely updates that enhance your experience with the Fulfillment Portal. Here are the improvements you can expect:
### Phase 1 Enhancements:
* **Updated Profile Menu:** Located in the upper right corner for easier access to key settings.
* **Clickable Logo:** Quickly return to the Home Dashboard page by clicking on the logo.
* **Favorite Pages:** Bookmarks have been renamed to Favorites and will be hidden if no pages are set.
* **Reorganized Order Links:** Now grouped by order and shipping tools, sorted by popularity for quicker navigation.
![Phase1 Pn]()
### **Phase 2 Enhancements:**
* **Streamlined Left Menu**: Some links have been relocated to improve usability.
* Home Dashboard
* Hot Key List
* Documentation
* Logout
* Settings
* **Orders and Shipments**: These links are now split into separate menu sections for better clarity.
* **Policies and Procedures:** Your copy of WineDirect Fulfillment’s Policies and Procedures is now accessible to view and download through your Fulfillment Portal Dashboard.
![Phase2 Pn]()
**Customizing Report Widgets on Dashboard** \
The new interface now allows the user to specify which order information they wish to see compiled on the dashboard. These preferences can be configured by clicking on the gear symbol titled ‘Reports’. A box will populate, allowing the user to select which reports to appear on their customized dashboard.
Selecting or deselecting the report options will save these preferences and generate information that appears on the dashboard in an itemized widget format.
* **SELLER vs SUPPLIER:**
* For parent-brands: the system will now differentiate between SUPPLIER when looking at transfers
* All other standalone accounts will produce the same account information
### Below is a list of terms and their functions, which are displayed on the Homepage
![Dashboard Open Orders]()
### Open Orders By Processing Status
The Open Orders - by Open Processing Status graph will display all orders currently in the system for the selected client. Of all open orders, they will be segmented based on their Order Type, Order Hold & Order Status (whether they are Processing or Sent to WMS/Fulfilling). As displayed, the graph will only populate a date range of 30 days and is automatically refreshed every 30 minutes. Clicking on the magnifying glass Orders button will redirect the user to the View Orders in the Fulfillment System page where a search query can be run on several different fields of order results. We will cover more on the View Orders in the Fulfillment System page later on.
![Dashboard Orders on Hold]()
### Orders on Hold:
This widget will list all orders under the account that are on hold, and the cumulative result of orders under any specific hold. The client can click on any particular hold and be taken to the View Orders page, which will take them to the full detailed list of held orders to export as a whole or view independent details.
![Dashboard Orders by Day]()
### Recent Orders by Type
This graph will populate the list of orders per Seller and allocate them into the Order Types in which they were processed. Clicking into any Order Type will navigate the client to the View Orders chapter to allow the user to view the information itemized.
![Dashboard Recent Transfers]()
### **Recent Transfers**
The recent transfers widget provides a report of all transfer submissions that have been created for the account selected. The **IN** submission #, **Type** of transfer, **User, Date & Time** of submission, and **Status** will all populate. Up to 100 records will be listed per type and are available for the user to download via Excel.
![Dashboard Recent Shipments]()
### Recent Shipment by Status
This graph will display all orders that have shipped within a specific time period. As in the previous graphs, the user can specify the date range between 1 and 30 days. Clicking on the Shipments tab will bring the user to the View Shipments page, where further search inquiries can be pulled related to shipment data.
### Dashboard News
![Dashboard News]()
### Open Orders by Warehouse
The customized home dashboard includes a report that lists all open orders originating from any WineDirect Fulfillment facility that the client has been configured to fulfill from.
![Openordersbywarehouse Pn]()
For this graph to populate within the client dashboard, the client must select the option by clicking the Reports button and then selecting Open Order by Warehouse within the menu:
![Selectreports Pn]()
Once the graph has been populated, the client can click on any facility listing the total amount of shipments, and will be redirected to the View Orders page, where the fields will auto-populate, filtering down the facility and total amount of orders originating out of each facility and any holds that the orders may be associated under.
# Invoices
Source: https://docs.winedirectfulfillment.com/documentation/finance/invoices
Review Finance features of the WineDirect Fulfillment portal including invoice management and billing
This article reviews the Finance features of the WineDirect Fulfillment portal.
## Invoices
All backup data for fulfillment invoices is available on the fulfillment portal in this section. Invoices in the WineDirect Fulfillment portal are now much easier to navigate by selecting the type of invoice you are looking for in the invoices sub-menu. When searching for an invoice, the only required search field is the account.
In all search options, you can search by invoice number, a custom date range, or the new preset date ranges available in the WineDirect Fulfillment portal.
### Direct Shipping Invoices
This page allows you to search for invoices that you have received for fulfillment-related activities.
![Direct Shipping Invoices]()
### Short-Term Storage
This page allows you to search for short-term storage invoices that you have received for fulfillment-related activities.
![Short-Term Storage Invoices]()
You may maintain up to a 90 day supply of each product at WD Fulfillment Center(s). STS fees will be charged on any product inventory that remains at the WD Fulfillment Center(s) for longer than 90 days in accordance with current storage rates. Any inventory in excess of the respective three months' shipments will be charged storage for that month at the rate of $0.0792* per unit / $0.95\* per case.
Charges will be invoiced after the end of the third month for each monthly cycle, and payment due according to the terms on the contract. No credit will be applied for months where inventory is less than the total of applicable shipments.
#### What is eligible for STS charges?
* STS fees are charged for the following inventory types: Food, Inserts/Collateral, Greeting Cards, Wine, Gift Sets (GSETs), and Accessories
* STS fees are not charged for: Packaging and Pick-to-Order (PTO)
#### How are my STS fees calculated?
Short Term Storage fees are calculated by SKU by looking at the inventory activity of a given SKU over the period of three (3) months/ninety (90) days. The system looks at the beginning quantity and subtracts the quantity shipped, the quantity adjusted (OUT requests for example), the quantity damaged and the quantity kitted (put into GSETs). The resulting number will be used to calculate Short Term Storage fees.
For example, if your ending quantity is 5 cases on hand and your billing rate is $0.95* per case, the calculation is $0.95 x 5 cases = \$4.75 invoiced.
\*Please check your rate card to review your STS billing rate.
### Returns
This page allows you to search for invoices that you have received for returned order requests from the carrier.
![Returns Invoices]()
### Carrier Charges
This page allows you to search for invoices for additional carrier services including Address Corrections, Delivery Area Surcharges and Redirects.
![Carrier Charges Invoices]()
### Transfers
This page allows you to search for invoices that you have received for Inventory-Out movements.
![Transfers Invoices]()
# WineDirect Fulfillment Integration: LibDib
Source: https://docs.winedirectfulfillment.com/documentation/integrations/LibDib
Leverage LibDib's Distribution network and streamline your DTC and wholesale operations.
### Key Benefits:
* **One inventory, two channels:** Store your wine at WineDirectFulfillment and use it for both DTC orders and LibDib wholesale orders.
* **Simplified Logistics:** No need to manage separate fulfillment providers. Your team ships to one location; WineDirect Fulfillment handles the rest.
* **Access to Market:** Leverage WineDirect Fulfillment's national reach and LibDib's multistate distribution network.
* **Scalable Growth:** Perfect for wineries expanding beyond club and DTC sales - or established producers looking for a modern, cost-effective wholesale solution.
### How to get started:
Reach out to your Account Manager to discuss how you can leverage LibDib's network today.
Click [HERE](https://winedirectfulfillment.com/wp-content/uploads/2025/11/LibDib_A-Modern-Path-to-Wholesale-Distribution.pdf) to read more.
# WineDirect Fulfillment Integration: WineHub
Source: https://docs.winedirectfulfillment.com/documentation/integrations/WineHub
WineDirect Fulfillment is proud to announce our integration partnership with WineHub. When connected to Winehub, orders placed in Shopify are automatically sent to WineDirect for fulfillment, with inventory and tracking information kept in sync across systems.
### What this integration enables:
* Orders automatically flow from Shopify to Winehub and into WineDirect Fulfillment
* Inventory levels stay synced between WineDirect Fulfillment and Winehub
* Tracking information flows back into Shopify once orders ship
* Customers automatically receive shipping notifications
## Before You Start
Contact your WineDirect Account Manager to obtain your WineDirect API access credentials, which include your account number, supplier name, and ID.
## Connecting WineDirect Fulfillment to Winehub
**Step 1**: From your Winehub admin, click Settings in the left-hand menu
**Step 2**: Open the WineDirect integration located in the Third-Party integrations section
**Step 3**: Enter your credentials by completing the following fields:
* **Username**: Your WineDirect Fulfillment portal login
* **Password**: Your WineDirect Fulfillment password
* **Account Name**: Your registered business name
* **Supplier Name**: Your supplier name in WineDirect Fulfillment
* **Supplier ID**: Your WineDirect Fulfillment supplier ID
If you're unsure of your account number or supplier ID, contact your WineDirect Fulfillment Account Manager
![Wine Hub]()
**Step 4**: Click Connect to WineDirect. Winehub will securely save your credentials, test the API connection, and verify access permission. A green Connected badge confirms success.
![W Hub2]()
**Step 5**: Configure details by setting your default preferences:
* Default warehouse (for example: Glenwillow OH, Green Island CA, Paso Robles CA, Santa Maria CA or Willamette Valley OR
* Default shipping method (usually Ground)
* Packing slip template
![W Hub4]()
## Understanding the WineDirect Dashboard within WineHub
The dashboard can be found by navigating to: **WineHub > Administration > WineDirect Dashboard**
### Connection Status:
* Green "Connected" - everything is working properly
* Red "Disconnected" - check your credentials
* Yellow "Token Issue" - the system will auto-fix this; try again in a few minutes
![W Hub5]()
### Statistics
* Orders Pushed Today - how many orders were sent to WineDirect Fulfillment today
* Orders This Week - weekly order count
* Orders This Month - Monthly order count
* Success Rate: Percentage of orders that were successfully sent
* Inventory Items - number of products being tracked
![W Hub6]()
### Recent Activity
* Shows the last several API calls from WineHub, including any errors
* This helps you see what's happening with your integration in real-time
![W Hub7]()
## How Orders Flow
When orders are placed in Shopify, the order is created in Shopify and recorded in Winehub, then automatically sent to WineDirect. WineDirect processes the order at the warehouse, items are picked, packed, and shipped, tracking details sync back to Shopify, and the customer receives delivery updates. No manual intervention is required unless an error occurs.
## Viewing Orders
To view orders, open the WineDirect Dashboard in Winehub (Winehub > Administration) and select the **Orders** tab. Each order displays the Shopify order number, WineDirect order reference, status, customer name, push date, and any error messages.
Wine club and subscription orders are automatically flagged as CLUB orders in WineDirect to support special handling or billing rules.
![W Hub8]()
### WineDirect Order Fulfillment Panel
Visible on individual Shopify orders, this panel shows fulfillment status and WineDirect state, the WineDirect order number and batch, sync timestamps, shipment details including carrier, tracking, and delivery dates, and warehouse inventory availability per item. Available actions include syncing status, cancelling the order before shipment, and viewing the order in WineDirect Fulfillment.
![W Hub9]()
### WineDirect Product Info Panel
Visible on Shopify product pages, this panel shows sync status, WineDirect SKU and supplier details, inventory by warehouse (available, on hand, committed), and product attributes sent to WineDirect. Available actions include syncing the product, syncing inventory, and viewing the product in WineDirect.
## Product and Inventory Syncing
Products must exist in your WineDirect Fulfillment system, and inventory levels must be kept in sync before orders can be fulfilled. Winehub manages both product creation and ongoing inventory updates through the WineDirect Fulfillment integration.
### How product syncing works:
* WineDirect can only fulfill products that exist in their system. Syncing products creates or updates those products in WineDirect using data from Shopify and Winehub.
* When a product is synced, Winehub sends the following information to WineDirect: SKU, brand, and product name, varietal and appellation, bottle size and case quantity, retail price, and alcohol percentage.
* To sync products, open the WineDirect dashboard and click Sync Products. Products must have a valid SKU, a name or brand, and required wine data to sync successfully. Shopify product tags indicate sync status, including winedirect-managed, winedirect-unsynced, and winedirect-sync-error.
### How inventory sync works:
* Once products are synced, Winehub can pull live inventory levels from WineDirect so you always know what stock is available at the warehouse.
* You can sync inventory at any time by opening your WineDirect dashboard in Winehub and clicking Sync Inventory. Auto-sync can be enabled to refresh inventory periodically without manual intervention.
* Inventory is displayed by product and warehouse, including available stock, on-hand stock, and committed stock. Low-stock warnings help highlight products that may need replenishment before they become unavailable for sale.
### Shipments and Tracking:
Once an order ships, tracking information automatically syncs to Shopify. Shipment statuses include shipped, in transit, out for delivery, delivered, exception, and returned. Customers receive Shopify shipping emails with tracking links automatically.
### Troubleshooting:
* **Orders not syncing -** Confirm the integration is connected, check API logs, verify credentials, and use Test Connection.
* \*\*Token expired - \*\*This usually resolves automatically. If it persists, run Test Connection.
* \*\*Product sync errors - \*\*Check the SKU, ensure required wine data is present, fix the product data, and re-sync.
* \*\*Inventory not updating - \*\*Run a manual inventory sync and confirm warehouse codes.
* **Order shows error -** Review the error message on the order and check API logs. Common causes include out-of-stock items or invalid shipping addresses.
* **Fulfillment not created in Shopify -** Use Sync Shipments to pull the latest shipment data.
For more information or for Winehub assistance, contact: [https://support.winehub.io/portal/en/home](https://support.winehub.io/portal/en/home)
###
# WineDirect Fulfillment Integration: Commerce7
Source: https://docs.winedirectfulfillment.com/documentation/integrations/commerce7
The WineDirect Fulfillment integration application is an app built to seamlessly integrate your front-end ecommerce with your back-end fulfillment provider. Automatically create products that exist in C7 into WineDirect Fulfillment. Automatically track inventory levels in WineDirect Fulfillment in your C7 environment.
### **Features:**
* Inventory Sync
* Inventory Sync Report
* Product Sync
* Email Notifications
* Manual inventory sync error report
* Nightly inventory sync report (2 am send)
* Order Submission
* Tracking Flow
**New Clients:** If you are a new client, the Onboarding team and your Account Manager will provide you with the integration API credentials.
**Existing Clients:** If you are an existing client and just connecting C7 with your WineDirect Fulfillment account, let your Account Manager know, and we’ll generate the necessary API credentials.
### **How to Set Up the Integration**
1. Connect with your WineDirect Fulfillment Account Manager to obtain your API credentials.
![Installation C7 Pn]()
2. Install the WineDirectFulfillment app in your **Commerce7 Apps Store**:
![Appstore C7 Pn]()
## Inventory Sync
Once installed, you can quickly and easily manage your integration settings within your C7 portal.
1. Under **Settings >Locations**, you'll need to set up an inventory location for product inventory to sync correctly:
![Inventory C7 Pn]()
2. You can then further manage your Inventory and Product sync through your WineDirect Fulfillment Settings by navigating to your **Store >WineDirect Settings**:
a. **Enable Inventory Sync**: If you would only like to utilize the app for product sync, you can disable inventory sync on a per-tenant basis.\
b. **Global Inventory Sync**: In addition to the once-nightly 2:00 am sync, you can manually trigger a full inventory sync.
![Invlocation C7 Pn]()
3. Inventory Exclusions: You can filter/restrict which warehouses and/or sub-inventories you would like to exclude from your inventory sync (i.e. Exclude Library sub-inventory wines from the Inventory sync)
![Inv Exclusion C7 Pn]()
## Inventory Sync Report
All inventory sync activity is recorded and viewable in the inventory sync report on a rolling 90-day basis. Any adjustments made due to inventory discrepancies between WDI & C7 will be recorded and viewable in a report on a per SKU basis.
![Productssync C7 Pn]()
### How to understand Inventory Sync
The WineDirect Fulfillment Available to Sell calculation takes the *Sellable Quantity on Hand* in WineDirect Fulfillment and then subtracts *C7 Reserved + C7 Allocated*.
**Example 1:**\
Quantity on Hand in WDF is 600
![Invsync 1]()
C7 Available to Sell is 210 with 100 Reserved out of the WDI Fulfillment Location (this is important because only the Available to Sell count from the app’s Fulfillment Location will be updated.)
![Invsync 2]()
After the inventory sync runs, the *Available to Sell* in C7 will be updated to 500. \
WDF Qty on Hand 600 – (C7 Reserved 100 + C7 Allocated 0) = 500
The inventory sync does not update the **Reserved** or **Allocated** amounts.
![Invsync 3]()
**Example 2:**\
Quantity on Hand in WDF 1103
![Insync 4]()
C7 Available to Sell is 590 with 60 Reserved and 467 allocated out of the WDI Fulfillment Location
![Invsync 6]()
After the inventory sync runs, the *Available to Sell* in C7 will be updated to 576. \
WDF Qty on Hand 1103 – (C7 Reserved 60 + C7 Allocated 467) = 576
![Invsync 8]()
If you have questions about the results of the inventory sync, be sure to check:
1. The location where your inventory in C7 is syncing to.
1. The location is configured under **Inventory Settings >Inventory Location**
(This location must also be assigned Web Orders and Club Orders)
![Invsync 7]()
2. No Inventory Exclusions are selected under Warehouses or Sub-Inventories.
1. This is configured under \*\*WineDirect Fulfillment Settings >Inventory Settings >Inventory Exclusions. \*\*
![Invsync 9]()
## Product Sync
1. Product Sync: Quickly sync C7 product SKUs into WineDirect Fulfillment. Add required Fulfillment attributes against the product (APV, Vintage, etc.).
![Productsync2 C7 Pn]()
2. Starting from the **WineDirect Setting** tab
a. Click **Product > Sync Products**
![Syncproducts C7 Pn]()
3. From this screen, the user can search for a specific SKU to sync from the Search Field
1. Individually select one or more specific SKUs to sync
2. Click **"Select All"** to check off all SKUs for Sync
3. Once confirmed click **"Next"** and then **"Start Sync"**
![Tosync C7 Pn]()
![Syncconfirm Pn]()
4. The sync process will run and after completion, the results will display.
![Syncjob Pn]()
![Syncomplete C7 Pn]()
## Email Notifications
2. Email Notifications: You can enable/disable emailed reports, which will summarize inventory adjustments:\
a. Manual Inventory sync report: when manual inventory syncs are triggered –
b. Daily Snapshot: when inventory is synced nightly at 2:00am.
![Snapshot C7 Pn]()
# WineDirect Fulfillment Integration: OrderPort
Source: https://docs.winedirectfulfillment.com/documentation/integrations/orderport
Connect your OrderPort eCommerce with WineDirect Fulfillment for fast and accurate order transmission, product mapping, inventory control and tracking information.
### **Features:**
* Order Submission
* Product Mapping
* Inventory Control
* Tracking Data Flow
**New Clients:** If you are a new client, the Onboarding team and your Account Manager will provide you with the API credentials for the integration.
**Existing Clients:** If you are an existing client and just connecting OrderPort with your WineDirect Fulfillment account, let your Account Manager know and we’ll generate the necessary API credentials.
### **How to Setup the Integration**
1. Connect with your WineDirect Account Manager to obtain your API credentials.
2. Connect with your OrderPort team to enable the WineDirect Fulfillment module.
3. Follow along the OrderPort documentation steps to complete the integration: [https://orderport.freshdesk.com/support/solutions/articles/72000641606-winedirect-fulfi](https://orderport.freshdesk.com/support/solutions/articles/72000641606-winedirect-fulfi)
# WineDirect Fulfillment Integration: RedChirp
Source: https://docs.winedirectfulfillment.com/documentation/integrations/redchirp
Learn about the RedChirp SMS integration for enhanced customer communication
![Redchirp]()
WineDirect Fulfillment’s technology platform can send RedChirp fine-grained, real-time updates on the progress of each shipment. RedChirp’s integration with WineDirect Fulfillment leverages this incredible real-time information feed to enable you to set up automated messages that keep your customers up to date and minimize returns.
Using the integration, you can create automated messages in RedChirp that will be sent when the following events occur in each shipment’s lifecycle:
* A shipment’s information has been received (a.k.a. label created)
* A package is available for pickup
* A package has been picked up
* A package is out for delivery (remind them, someone 21+ needs to sign for the package)
* **This is an amazing way to reduce returns!**
* An unusual event (aka an exception) has occurred
* A package was delivered
* You can configure automated messages to be sent a certain amount of time after a delivery has been made, for example, “How are your first sips?” style messages
Because these are RedChirp automated messages, they come with several advantages:
* The text messages come from the same RedChirp phone number(s) your customers use to text with you already.
* The text conversation is **two-way**!
* If your customer has a question or needs to make a change\*\*, they can just text you back\*\*.
* RedChirp will alert the person or people assigned to that phone number.
* And you can continue the conversation, human to human, in the same thread.
* Every message sent is visible to your team; it’s part of their existing RedChirp conversation.
* You can use RedChirp’s extensive tools to customize the contents of your automated messages, add delays, build drips, and more.
* For example, you could create an automated message to go out **three weeks after a package was delivered,** asking your customer how they are enjoying their wine and **offering a discount on their next order**.
## Are there different RedChirp plans for different sizes and needs?
Wineries can choose the RedChirp plan that best fits their business size and needs. You’re not locked into anything and can change plans or cancel RedChirp anytime.
## How will I learn to use RedChirp?
RedChirp is invested in helping you achieve the full potential of text messaging. The RedChirp team will train your users at launch; unlimited support is always included.
## How long will it take to get started?
RedChirp sets up new customers on a first-come, first-served basis. 10DLC regulations require every brand to register and pass vetting by the major telephone carriers. RedChirp will handle this process for you and has been able to get all their customers approved. The vetting process typically takes about 10 business days, but it can vary with demand and is outside of RedChirp’s control.
The average time between signing up and launching is two weeks. Because of the personal attention given to each customer, signup volume can affect the availability of training/launch times. RedChirp anticipates a waiting list during OND, so sign up early if you’re anxious to begin.
## Turning on the WineDirect Fulfillment Integration
First, tell your Enterprise Success Manager or Account Manager at WineDirect Fulfillment that you would like your RedChirp integration turned on.
* WineDirect Fulfillment team will provide RedChirp with the required credentials to enable your integration
* You will be provided your WineDirect Fulfillment account number, REST API username and password to share with RedChirp.
* These credentials can be securely submitted to RedChirp using the following form: [https://app.redchirp.com/app/public/red-chirp-provide-secret/wine-direct-fulfillment-credentials](https://app.redchirp.com/app/public/red-chirp-provide-secret/wine-direct-fulfillment-credentials)
Once your credentials have been submitted to the above form, RedChirp staff will be alerted and will complete the configuration of your WineDirect Fulfillment integration.
Then you can set up your automated messages in the Main Menu > Automated Messages > Settings! There are five that you can add:
* WineDirect Fulfillment: Shipped
* WineDirect Fulfillment: Out for delivery
* WineDirect Fulfillment: Delivered
* WineDirect Fulfillment: Available for Pickup
* WineDirect Fulfillment: Picked Up
## A few additional details about this integration
The name of the recipient RedChirp will use for these Automated Messages is the name that WineDirect Fulfillment has for the order’s “ship to consumer”.
The phone number RedChirp will send these Automated Messages to are the phone number(s) in the WineDirect Fulfillment field called “notification phone”.
Start using RedChirp today! Talk to your Account Manager or reach out to RedChirp directly by [clicking HERE.](https://redchirp.com/contact-us/)
# WineDirect Fulfillment Integration: ShipCompliant
Source: https://docs.winedirectfulfillment.com/documentation/integrations/shipcompliant
ShipCompliant has long been a valued partner of WineDirect Fulfillment, providing order submission and tracking data flows. Simplify your shipping order’s lifecycle by integrating your eCommerce, compliance and fulfillment partner.
### **Features:**
* Order Submission
* Tracking Data Flow
**New Clients:** If you are a new client, the Onboarding team and your Account Manager will provide you with your Third Party Credentials to complete your ShipCompliant and WineDirect Fulfillment Integration.
**Existing Clients:** If you are an existing client and just getting started with ShipCompliant, let your Account Manager know and we’ll generate the necessary Third Party Credentials.
### **How to Setup the Integration**
1. Once your AM/ESM have shared your credentials, you’ll go to your ShipCompliant Portal, Settings > Account Settings > Third Party Credentials:
![download.png]()
2. Complete the pop up with the following fields:
* Credential Type dropdown: “WineDirect REST”
* CustomerID: provided by WineDirect Fulfillment
* Username: provided by WineDirect Fulfillment (usually your wineryname\_sc)
* Password: provided by WineDirect Fulfillment (12 characters, no punctuation)
* Enable Inventory Import: Leave unchecked
* Fulfillment Account: Leave blank unless you are a ShipCompliant Enterprise account.
* Click ‘Save >>”
3. Once saved, you’ll see the credentials listed in your Account Settings:
![SC 2 Pn]()
4. Email [shipcompliantsupport@sovos.com](mailto:shipcompliantsupport@sovos.com), include your account name and request that ‘Auto’ mode be turned on for WineDirect Fulfillment.
5. Once confirmed, it is time to test! Coordinate a shipping test order with your Account Manager.
### **Additional Resources**
[Fulfillment Partner – ShipCompliant Documentation](https://docs.sovos.com/en/indirect-tax/indirect-tax-products/regulated-shipping/shipcompliant/orders/integrate-with-a-fulfillment-partner)
[Release Club Orders to Fulfillment](https://docs.sovos.com/en/indirect-tax/indirect-tax-products/regulated-shipping/shipcompliant/orders/release-club-orders-to-fulfillment)
[Create a web service user (ShipCompliant web service user to integrate with eCommerce platform.)](https://docs.sovos.com/en/indirect-tax/indirect-tax-products/regulated-shipping/shipcompliant/integrations/create-a-web-service-user)
[Web Service & Order Issues](https://docs.winedirectfulfillment.com/documentation/orders/winedirect-web-service-&-order-issues)
# WineDirect Fulfillment Integration: VinoShipper
Source: https://docs.winedirectfulfillment.com/documentation/integrations/vinoshipper
Connect your Vinoshipper system with WineDirect Fulfillment for fast and accurate order transmission and tracking data flow.
![Vinoshipper Pn]( "Vinoshipper Pn")
## Current Features
* Oder Submission
* Tracking Data Flow
**New Clients:** If you are a new client, the Onboarding team and your Account Manager will provide you with the API credentials for the integration.
**Existing Clients:** If you are an existing client and just connecting Vinoshipper with your WineDirect Fulfillment account, let your Account Manager know, and we’ll generate the necessary API credentials.
## How to Set Up the Integration
1. Connect with your WineDirect Fulfillment Account Manager to obtain your API credentials, which include:
1. Username
2. Password
3. Account Number
4. Warehouse name, code & address
5. Shipping Codes (POS Codes)
2. Connect with your Vinoshipper team to provide the WineDirect Fulfillment API credentials.
1. If you are using Vinoshipper to originate orders, include your WineDirect Fulfillment rate card for quick and easy shipping rate setup by the Vinoshipper team.
3. Both Client Success teams will support you through integration and testing for a smooth integration process.
# Two-Factor Authentication
Source: https://docs.winedirectfulfillment.com/documentation/login/2FA-authentication
Two-factor authentication allows an added level of security for users within the WineDirect Fulfillment portal. By enabling this optional authentication, users will enter a security code from their mobile device that is automatically generated from one of the authenticator apps available for download. This security step is optional and can be enabled or disabled at any time.
![Google Micro Pn]()
## To Enable:
1. Click the username in the upper right-hand corner of the portal screen
![2FA Settings Pn]()
2. Open the app and click the button titled "***I have opened the app on my phone***."
![2fa Confirm Pn]()
3. Scan the QR code in the downloaded Authenticiator app:
![2fascan Pn]()
4. Enter the authentication code that is generated on your mobile device and hit "***Verify***"
![2facode Pn]()
5. 2-Factor Authenticiation will be required every 7 days upon Portal login
![2fa Require Pn]()
## To Disable:
2 Factor Authentication can only be disabled internally via the settings page. To disable the 2 Factor Authentication, please contact your Account Manager.
# Fulfillment Portal Login Screen
Source: https://docs.winedirectfulfillment.com/documentation/login/fulfillment-portal-login-screen
Overview of the WineDirect Fulfillment User Portal login screen features and customization options
Hello and welcome to the WineDirect Fulfillment User Portal!
The WineDirect Fulfillment portal is mobile-friendly and able to be customized to meet your preferences. The Login Screen provides an overview of the latest news from WineDirect Fulfillment, important carrier and weather news & shipping timelines and contact resources that could benefit order management. New information will be updated on this page such as: carrier communication and ways to contact our team, including hours of operation.
In addition to entering a User Name & Password, the user can select to Change/Forgot Password, select the mobile view of iPhone or Android as well as choose to view the portal in Dark or Light mode.
![WineDirect Fulfillment Portal Login Screen]()
# Address Corrections
Source: https://docs.winedirectfulfillment.com/documentation/orders/address-corrections
How to view and correct orders with invalid addresses
This article will review the Address Corrections tab to view orders needing address attention.
When looking for orders with invalid addresses, you can search for your orders by selecting just your account, or you can search by specific order types within your account for a more segmented list.
![Search for Orders with Invalid Addresses interface]()
Selecting edit will create a pop-up window that will allow you to update the address information for the order. It will provide you with a potential address that might be more accurate to use - select the choose option to update the address automatically.
**Pro-Tip:** If a submitted ship-to address contains a PO BOX for delivery, it will stop within the Fulfillment system. PO Box addresses are prohibited for all wine shipments as an adult of the age of 21 or older will need to sign for the package. All orders containing a PO box will go on hold and will have to be changed to a residential or Commercial shipping address; your order/s will go on hold within the system.
# HAL - Hold at Location
Source: https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/hold-at-location
This new shipping management feature will be rolled out to users who already have Redirect/Recall access over the next few weeks. Here is what you'll see!
The Hold-at-Location feature is available for UPS and FedEx packages in the system and allows you to direct an order from its original home address instead to that of a nearest carrier location selected from the map provided!
This is an in-system feature and will only allow orders that are ON-HOLD and that can be edited to update with this change.
The system will automatically provide the correct UPS and FedEx carrier location based on the carrier that the order is shipping with.
The carrier-associated addresses provided have been confirmed to be compliant with accepting alcohol and are listed based on proximity to the original destination address.
### How to select a Hold at Location point for an order:
1. After selecting an order, locate and click the Hold at UPS (or FedEx) button in the upper right section of the order details next to the Edit Order button:
![HAL 1 Pn]()
2. A box will pop up where the addresses of all cooperating carrier locations are listed - again, in closest proximity (in miles) to the original shipping address. Select the new desired address and press **SAVE**:
![HAL 2 Pn]()
3. All changes can be viewed on the original order details page under **Address Information**:
![HAL 3 Pn]()
# Recalling a Package
Source: https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/recalling-a-package
How to recall UPS packages directly from the WineDirect Fulfillment portal
We are happy to announce that our ongoing partnership with UPS has allowed us to develop the ability to RECALL UPS orders directly from the WineDirect Fulfillment portal! Similar to Rerouting a Package, clients can continue to take advantage of our intuitive self-service portal and recall or “RTS” any shipment with a live tracking number.
> Please note that this self-service option is only available for UPS packages. For FedEx and GLS (formerly known as GSO) packages, please reach out to the Client Success Team at **[csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com)**
### Guidelines and Processes
* **Carrier pass-through fees** for the order to be returned to the original sender will be incurred by the winery
* **Packages that have been marked "delivered"** are not eligible for recall
* \*\*"In Transit" packages \*\*are eligible for recall
* Once the recall is submitted, there will be a **delay of one business day** as the request must reach the driver/hub to apply the changes
### Winery Benefits and Processes
Winery benefits and processes vary, depending on which of our services are in place:
**WineDirect Fulfillment Only**: The redirect API enables a winery employee to reroute packages through the Fulfillment portal.
### **How to Recall an Order via the Fulfillment Portal**
1. Go to the **Shipments** page on the Fulfillment Portal to search for the order using the quick search field or by using the search filters.
2. After submitting "Search", your results will appear in the table below.
3. Select the **three-dot menu icon** to the right of the tracking number desired and select **Redirect/Recall Shipment**
![Recall Package Shipments Search Pn]()
![Recall Package Menu Options Pn]()
4. A box will appear allowing you to make changes to the address. Make any necessary address changes and click **SAVE**. This will send the request straight to the UPS carrier.
5. Once the Recall has been selected, a confirmation window will appear showing receipt of the action being made:
![Recall Package Confirmation Pn]()
For information on Reroute/Redirecting a package, please see our Rerouting a Package guide.
At this time, in-system rerouting is only available for UPS-level packages. For all other actions and carrier requests, please email: [csoperations@winedirectfulfillmentfulfillment.com](mailto:csoperations@winedirectfulfillmentfulfillment.com)
# Rerouting a Package
Source: https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/rerouting-a-package
How to reroute UPS packages directly through the WineDirect Fulfillment Portal
You can reroute your UPS consumer packages directly via our WineDirect Fulfillment Portal. When rerouting a shipment, please note the “Delivery Status” of that shipment.
Please note that this self-service option is only available for UPS packages. For FedEx and GLS (formerly known as GSO) packages, please reach out to the Client Success team at: [**csoperations@winedirectfulfillment.com**](mailto:csoperations@winedirectfulfillment.com)
### Guidelines and Processes
Carrier costs and eligibility:
* Carrier pass-through fees plus the difference in carrier costs (between the old and new addresses) will be incurred by the winery.
* Packages that have been “delivered” are not eligible for rerouting.
* “In transit” packages are eligible for rerouting.
* Once the redirect is submitted, a one-business-day delay will occur as the request must be processed by the driver/hub to apply the changes.
* Due to varying state laws, the reroute address must be in the same state as the original order destination.
**Winery benefits and processes vary, depending on which of our services are in place**
## HOW TO PROCEED WITH REROUTING VIA THE FULFILLMENT PORTAL
1. Go to the Shipments page on the Fulfillment Portal to search for the order using the quick search field or by using the search filters.
2. After submitting “Search”, your results will appear in the table below.
3. Select the three-dot menu icon to the right of the tracking number desired and select the reroute option:
![Rerouting Package Menu Pn]()
4. A box will appear allowing you to make changes to the address. Make any necessary address changes and click SAVE. This will send the request straight to the UPS carrier:
![Rerouting Package Address Pn]()
At this time, in-system rerouting is only available for UPS-level packages. For all other actions and carrier requests, please email: **[csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com)**
# UPS Reschedule Delivery Request
Source: https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/rescheduling-a-package
You can now reschedule the delivery date of any UPS order that has been shipped directly from the WineDirect Fulfillment portal!
This new shipping management feature will be rolled out to users who already have Redirect/Recall access over the next few weeks. Here's what you'll see:
### How to Reschedule the Delivery of an Order
1. Locate the order number within the Shipments tab and click the three-dot icon to the right of the container/tracking and scroll down to **Reschedule This Container**:
![Reschedule 1 Pn]()
2. Once this appears, you can click the calendar icon to select the new requested ship date and click **Reschedule**:
![Reschedule 2 Pn]()
![Reschedule 3 Pn]()
3. The system will display a confirmation box showing the changes made and confirming that the reschedule request was successfully submitted to the carrier.
![Reschedule 4 Pn]()
At this time, in-system rescheduling of the delivery of an order is only available for UPS-level packages. For all other actions and carrier requests, please email: [csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com)
# Alabama Wine Shipping Regulations
Source: https://docs.winedirectfulfillment.com/documentation/orders/alabama-wine-shipping-regulations
Requirements and process for shipping wine to Alabama consumers
Consumers are required by law to go to a State ABC store to place a special order and obtain a Direct Import Authorization Form. This must be obtained prior to placing an order for out-of-state wine.
[Click here to obtain and download a copy of the form.](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/Alabama_ABC_Form.pdf)
## Process Overview
• A list of Alabama state stores can be found [here](https://alabcboard.gov/sites/default/files/inline-files/Store%20Phone%20List_0.pdf).
• The consumer then sends a copy of the completed form to the winery they purchase from.
• The winery sends order information to WineDirect, including:
* ABC Store number in the Name or Company field
* ABC Store address in the address fields
* Copy of the form to WineDirect at [CSOperations@winedirectfulfillment.com](mailto:CSOperations@winedirectfulfillment.com) to include in the shipping package with the wine.
• WineDirect ships the package to the designated State ABC store.
• Upon arrival at the ABC Store, the consumer will be contacted for pickup.
• The consumer is responsible for payment of the Alabama taxes upon pickup.
**PLEASE NOTE:** Carriers will return shipments not properly addressed to an Alabama ABC State Store.
# Back Orders
Source: https://docs.winedirectfulfillment.com/documentation/orders/back-orders
How to view and manage back orders in the WineDirect Fulfillment portal
The Back Orders page allows the user to view, on an order-level, the line items that are insufficient and thus are queued on hold for fulfillment. The client can select based on Warehouse, or view all fulfillment locations.
![Back Orders page showing order-level line items on hold]()
## Key Features
* **Order-level visibility** of insufficient line items
* **Warehouse filtering** to view specific fulfillment locations
* **All locations view** for comprehensive back order management
* Items queued on hold due to insufficient inventory
***
The Back Orders page provides essential visibility into inventory shortfalls, helping you prioritize fulfillment and manage customer expectations effectively.
# Bulk Order Update
Source: https://docs.winedirectfulfillment.com/documentation/orders/bulk-order-update
The Bulk Order Update feature allows you to update a limited set of order attributes for a batch of orders simultaneously.
**NOTE:** The feature is permissions-based. If you would like access to the Bulk Order Update, please reach out to your assigned Account Manager.
## Search and Select Orders
In the fulfillment portal, you can use our advanced search options. You can search orders by account, custom date range, preset date ranges, and 7 order parameters.
New! The advanced search options have been expanded to include additional search attributes such as **State, Service Level, Batch ID**, and **Order Number**! Simply copy & paste order numbers directly into the box to further refine your search query!
![Bulkorder 1]()
Once you have pulled the list, you can export it as an Excel file.
From the list, select the order(s) you would like to make changes to. To select the orders, click on the check box on the left-hand side. To select all orders, click on the check box in the header.
**NOTE:** When "Select All" is chosen, all orders, even on subsequent pages, will be selected.
Once the batch of orders is selected, click on "Select Order Attributes to Update." This will bring up a window with a summary of the # of orders selected and all the changeable attributes.
![Order attributes selection window]()
![Bulk update confirmation window]()
## Applying Changes
Once the changes have been selected, click "Next."
A submission disclaimer will appear.
**NOTE:** Once the changes are applied, there's no undo button.
Click into the check box of the disclaimer and click "Next" to apply the changes. Allow a minute or two for the module to apply the changes.
## Available Order Attributes
The current order attributes available for a bulk update are:
* **Ship From Warehouse**
* **Notification Template,** aka the Shipment Notification
* Only applicable to Fulfillment clients
* **Order Type**
* **Requested Service Level**
* **Packing Slip Template**
* **Requested Ship Date**
When the changes have been applied, a confirmation summary will populate.
Click "Close" to exit the pop-up window and resume your session.
## Live Now!! Bulk Order Update v2:
### Permission-Based Enhanced Features to Bulk Order Update
The below enhanced features are only accessible to users who have the Bulk Order Update permission turned ON. To explore and use the features listed below, please confirm with your Account Manager that these permissions are granted under your portal username.
As we continue to improve the user experience of our portal, we have enhanced the Bulk Order Update tool to include the editing of SKUs and line items within orders selected in Bulk, as well as the ability to populate a report of selected and corrected orders to view after the update has processed.
### Added Features:
* Search/filter by SKU #
* Expand orders in search results to see SKU details
![Bulk Updatev2 Pn]()
* Add/Edit/Remove SKUs:
* Select any group of orders based on the above search filters, including specific SKU
Click Update Selected Orders
![Bulk 3v2 Pn]()
* Here, you can begin to type the desired SKU you wish to remove or add.
* Once the SKU has populated, press the + button to the right of the listed SKU to confirm it is displayed as selected.
* This removal/addition will affect the entire group of pre-selected orders.
At this point, you can also edit the total quantity. of the desired SKU.
![BU 4v2 Pn]()
![BUO 5v2 Pn]()
![BOU 6v2 Pn]()
* Click Next >>
* A message will populate asking you to confirm that orders will be updated
Remember, there is no UNDO option once this button is clicked
![BOU 7v2 Pn]()
![BOU 9v2 Pn]()
A confirmation box will appear, including a report that can be viewed and exported, which will list all orders selected and modified.
Please note that changes to orders may take up to 10 minutes to reflect in the system.
# Claims
Source: https://docs.winedirectfulfillment.com/documentation/orders/claims
This article provides information on how clients can submit, search for, and view claims directly from their WineDirect Fulfillment portal
## Submitting a Claim
Claims can be initiated by both internal and external users from the **Shipments** page within the Portal. To locate a specific order, use the **Quick Search** function on the right-hand side of the screen. You can search by **Tracking #,** **WD Order #,** or **Customer Order #.** You may also search by **date range** to view multiple orders at once.
Once the desired order is located, click the **three-dot icon (⋯)** on the far right-hand side and select **"Start a Claim"** from the dropdown menu, as shown in the screenshot below.
![Claims 1 Pn]()
A new window will appear where you can enter claim details. Select the **specific bottle(s)** and **quantity** that were damaged. Optional fields allow you to:
· Upload a photo
· Add a description
· Mark the shipment as lost
![Claims 2 Pn]()
**Note**:
Claims cannot be submitted if the shipment is beyond the carrier’s claim window:
· **FedEx**: 90 days from shipment date
· **UPS**: 181 days from shipment date
If the claim is outside this window, the system will automatically block submission and display a notification, as shown below:
![2025 08 07 17 27 40 Pn]()
## After Submitting a Claim
Once a claim is submitted, our team will review and file it with the appropriate carrier. As soon as we receive a response from the carrier, any approved reimbursement will be credited to your account in the form of a credit memo.
## Viewing a Claim
To view submitted claims, navigate to the **Claims** page in the Portal. Use the **Quick Searc**h bar on the right to find a claim using **Tracking #, WD Order #,** or **Customer Order #.** You can also apply filters to search by:
· Account
· Claim Status
· Claim Type
· Date Range
![Claims 3 Pn]()
To view claim details for a specific shipment, click the **plus icon (+)** on the far left-hand side of the entry. This will expand the claim and display the submitted details.
![Claims 4 Pn]()
# Club Orders & Checklist
Source: https://docs.winedirectfulfillment.com/documentation/orders/club-orders-checklist
Complete guide to managing club orders and the club shipping checklist process
## Club Orders Overview
If you have **50 or more club orders**, we will request a Club Checklist to add your shipments to our Master Club Shipping Schedule.
### Key Requirements:
* The order type is **"CLUB"**
* **Packing slips are not included** in Club shipments
* **Inserts/collateral** should be set up as SKUs in the WD system and submitted on your system orders
* **Order Holds and/or Requested Future Ship** must be established before submitting orders
* Ensure **product moves are completed** from Primary to Club sub-inventory if applicable
**Clubs with CoolPacks/Temp Control Truck requests**: Please coordinate with your Club Manager before planning your club shipments, as noted on the new Save the Date document.
## Club Setup & Timeline
### Planning: 6 weeks in advance for Save the Date
WD requests clients complete a **Forecast Planning Worksheet** annually with a full year's worth of forecasting data to help book their desired ship dates and help WD plan for staffing and packaging needs.
We also request a completed **Club Checklist/Save The Date**. Please click [HERE](https://winedirectfulfillment.com/wp-content/uploads/2026/01/ClubChecklist_WineDirectFulfillment_2026-2.xlsx) for the file to automatically download for you. This form should be submitted **six weeks in advance** of your club ship date to your Account Manager.
This worksheet includes:
* Requested ship date
* Date we need product SKUs set up
* Date we need inventory In requests completed
* Date orders need to be submitted
* Whether Coolpacks will be used
* Package sizes
* Forecasted SKUs
### Product Setup: 4 weeks in advance (5 weeks if shipping bi-coastally)
All applicable SKUs (wines and inserts/collateral) must be **configured and active** in the system by this deadline. Clients can Create/Edit SKUs directly in the system following this how-to article.
### Inventory Transfer: 3 weeks in advance (4 weeks if shipping bi-coastally)
Complete and submit an **inventory transfer-in request** online via the WD Portal.
### Inventory Delivery: 2 weeks in advance (3 weeks if shipping bi-coastally)
Upon receiving confirmation of your Inventory In request, you will receive a **reference/PO#**. Inventory may be delivered to the appropriate WD fulfillment center.
### Orders Due: 1 week in advance of the ship date
Please submit Club orders **one week before the ship date** to check for any data integrity issues and to allow us to begin preparing packages for shipment.
**Remember to include your insert/collateral SKUs** with each order. Please check with your POS/eCommerce provider on any special needs regarding releasing your orders.
## ShipCompliant & Club Orders
**Important**: Club-type orders are **not automatically released** from ShipCompliant; therefore, users who are integrated with ShipCompliant will need to **manually release Club orders in batches** from ShipCompliant by following the instructions linked [here](https://docs.sovos.com/en/indirect-tax/indirect-tax-products/regulated-shipping/shipcompliant/orders/release-club-orders-to-fulfillment).
This manual action must be repeated whenever a club order needs to be fulfilled.
For support or additional questions related to ShipCompliant, please contact ShipCompliant at **888-449-5285**.
***
# Create an Order
Source: https://docs.winedirectfulfillment.com/documentation/orders/create-an-order
The ***Create an Order*** feature is located within the Orders chapter and allows the user to create and submit a single order into the system. This feature bypasses the need to use the **Manual Order Importer** when only a single order needs to be submitted. In addition, the order details can be cloned from an existing order when the attributes are mirrored.
This feature is solely existent within the WineDirect Fulfillment portal and information does not reflect back into other integrations. Tracking information will need to be exported and manually entered into other systems for tracking and reporting purposes.
To begin the *Create an Order* process:
Click Create Order from the Orders chapter:
![Create an Order]()
Complete the necessary field components:
* **Customer Account:** The Client/Winery account name
* **Portal Login Password:** The password the client user uses to log into the Fulfillment system
* **Batch ID for this Order:** Each import must have a unique ID. Here the user can create a personal Batch ID, or the system will auto-generate the Batch ID
* **Customer Order ID:** This is the order number that will be associated with the order in the fulfillment system.
* **Order Type:** the user must select an order type for the order from the dropdown list of Daily Order, Club Order, Order Packing & Special Order.
* **Shipping Priority:** the user must select a Shipping Priority from the dropdown of available options within the client account. These options will vary depending on the shipping priorities configured for the account. Please see your Account Manager to view and/or edit available shipping priorities.
* **Future Requested Ship Date:** If no ship date is selected/ this section is left blank, the ship date will default to the day of order upload (day of action).
* **Ship-From Warehouse:** the user must select the WineDirect facility the order will be shipping out of based on the available options within the drop-down.
* **Packing Slip Code:** the user must select the pre-configured packing slip option from the drop-down menu. This will identify the packing slip that will be included in the order.
* **Shipping Instructions:** Internal message to take action on the order. IMPORTANT: *Shipping Instructions will indefinitely place a hold on the order until removed.*
* **Gift Message:** Optional message to be printed on the packing slip of the order if desired. Gift Messages will NOT hold an order.
* **Is Onsite Purchase:** the user can check this icon to indicate if the purchase was made in person at the winery. The optional ability to add Consumer Shipping Fees & Charges is listed next; where the user can insert the Consumer Shipping, Tax & Total Charge. This will not create nor complete any transaction in the system and is for reporting purposes.
![Create an Order]()
Sold To Address/Ship To Address/Delivery Address:
The user will enter the information required of the Sold to and Ship to the recipient. If the information is the same, the user can check the *Same as Sold To* option within the Ship To Address.
* **Deliver Address:** For FedEx Hold At Location or UPS Access Points orders, the delivery address is a FedEx/UPS location where the package will be delivered to instead of the customer's address. The user can select from the drop-down either FedEx Location or UPS Access Point.
![Create an Order]()
Add Products to This Order:
Clicking the blue ADD button, the user will select the SKU and SKU amount from their account portfolio via the drop-down selection for each line item. Clicking the blue check mark to the right will save each line item. If a line item needs to be edited, the user can click the blue pencil to the right of the saved line item.
Once all of the desired products have been listed, click the blue Create Order button. This will save the order in the system.
# Delivery Exceptions Report
Source: https://docs.winedirectfulfillment.com/documentation/orders/delivery-exceptions
How to search and manage delivery exceptions in the WineDirect Fulfillment portal
The Orders with Delivery Exceptions report available within the Shipments chapter allows you to run a query on a set group of orders that have met one or more exceptions with the carrier.
### How to run the report:
Apply specific search filters to the attributes offered, including: \
**Delivery Status:** Delivered, Exception, In Transit, Returned, Shipped\
**# of Exceptions:** 1, 2, 3+\
**Order Type:** Club, Corporate Gift Order, Daily Order, Order Packing, Personalization Order\
**Start Date & End Date**
Once the query is run, a list of shipments that meet the requested criteria will populate. The list will include the order and shipment details, end-consumer information, and real-time delivery status. To the left of each shipment line is an expand (+) icon. Click this icon to expand and view the tracking record of that particular container/tracking ID:
![Deliveryex 1]()
### How to read the report:
Once expanded, the report will show the tracking lifestyle of the container from its origin point of being shipped from the WineDirect Fulfillment facility through to its destination, including any changes made to the order - either by request from the client or consumer, or due to unsuccessful delivery attempts or other carrier updates:
![Delex 2]()
By reading this report, you and your team can reduce the number of returns your winery receives by staying on top of alerts such as "unsuccessful delivery attempts".\
\
To ensure you are using this report to its fullest extent, the information here can also be exported via an Excel file.
Pro Tip: Make sure you are included as a recipient on Shipping Notifications sent by our system so that you and your team are notified when an order exception occurs! \
[Click here to learn more.](https://docs.winedirectfulfillment.com/documentation/administration/templates/shipments)
### To automate and schedule exception reports to be emailed directly to you:
The Advanced Analytics feature allows for the scheduling of this and many other reports in our system. [Click Here](https://docs.winedirectfulfillment.com/documentation/Advanced-Analytics/exceptions-report) to learn more!
# EcoCool Solution
Source: https://docs.winedirectfulfillment.com/documentation/orders/eco-cool-solution
Our EcoCool Solution is engineered to safeguard wine shipments by minimizing heat exposure and maintaining bottle integrity throughout transit. It is not a refrigeration system, and thawed ice packs upon delivery are possible. Success is defined by the quality of your wine on arrival. When bottles arrive in excellent condition without heat-related impact, the system has done its job. If anything looks out of the ordinary, such as cork movement, leakage, or packaging damage, please reach out to our team for support.
### [Download our EcoCool Fact Sheet Here](https://winedirectfulfillment.com/wp-content/uploads/2026/06/WDF_EcoCool-Solution-1.pdf)
### EcoCoolPack Key Benefits:
* The outer box is entirely curbside-recyclable, as are all our standard boxes.
* Pulp – Recycled material produced on a closed-loop water system
* Ice Packs - High-performing biodegradable cooling gel. [Click here for all the details](https://www.ranpak.com/products/recycold-cool-pack/).
* Thermal Liners – 100% curbside recyclable. [**Click here for all the details**](https://www.temperpack.com/feedback/?utm_source=Packaging\&utm_medium=StandardDesign\&utm_campaign=QRCode)
### EcoCoolPack Pricing:
| Pack Format | Number of Packs
(24 oz. pack) | Added Weight
Including Liners (lbs.) | Additional Cost |
| ----------- | ----------------------------------- | ----------------------------------------- | --------------- |
| 2pk Eco | 1 | 3.40 | \$6.00 |
| 6pk Eco | 1 | 4.40 | \$9.50 |
| 12pk Eco | 2 | 8.00 | \$12.75 |
| 1MAG Eco | 1 | 3.40 | \$8.50 |
| 2MAG Eco | 2 | 6.19 | \$12.75 |
### How To Add EcoCoolPacks To An Order:
**SKU to Order**
Configure **ECOCOOLPACK** as your coolpack SKU across all systems that support your order flow (eCommerce, Compliance, Fulfillment).
**Weather Hold Dunnage Assignment**
You can use our Weather Hold feature to hold orders by state and add **ECOCOOLPACK** bricks by state. When configuring your Weather Hold, you can choose to have the order pass through, add the **ECOCOOLPACK** SKU, and continue releasing to the warehouse to ship right away, or configure it to add the **ECOCOOLPACK** and hold the state's orders until you determine they are clear to release.
![Weatherdunnage 1]()
### More Information:
* EcoCoolPacks are not compatible with multiple large-format bottles or gift sets (GSETS) at this time. We are currently working to provide a solution for gift boxes.
* Please provide advance notice when submitting more than **50 EcoCoolPack** orders
* We recommend using a **2-Day** carrier service when the customer cannot be reached in 48 hours via Ground Service
**Don’t hesitate to contact your Account Manager to learn more about our Temperature Control options or to enable the ECOCOOLPACK SKU.**
# Add a product
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/add-a-product
Learn how to add new products to existing orders
Click on **Edit Order**:
![Edit Order button in General Order Information section]()
Click **Add**:
![Add button to add new products to order]()
Select a new SKU to add from the dropdown, including the price and quantity:
![Add new product dialog with SKU, price, and quantity fields]()
Click **Update**, and when all of the desired SKUs have been added, click **Save**.
## Important Notes
* You can add multiple products before saving the order
* Make sure to set the correct price and quantity for each added product
* Added products will be included in the order's shipping calculations
* Verify inventory availability before adding products
## Related Topics
* [Edit an Order Overview](/s/orders/edit-an-order/overview)
* [Change or add a price to a SKU](/s/orders/edit-an-order/change-or-add-a-price-to-a-sku)
* [Changing a quantity of a product](/s/orders/edit-an-order/changing-a-quantity-of-a-product)
# Cancel a line item
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/cancel-a-line-item
Learn how to cancel or remove individual line items from orders
Click **Edit Order** on the upper right-hand of the order details screen
![Edit Order button on the upper right of order details screen]()
Select the line item or SKU that needs to be modified and click the blue **Edit** button to the right of that line item:
![Edit button next to line item for modification]()
To successfully remove a SKU that is currently listed on an order, the quantity needs to be updated to that of '0':
![Setting quantity to 0 to remove line item from order]()
# Cancel a Quarantined Order
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/cancel-a-quarantined-order
How to cancel quarantined orders that failed to batch into the system
## What is a Quarantined Order?
A quarantined order is an order that is unable to successfully batch into the system due to missing order information, such as:
* Improper setup of a SKU
* Duplicate order
* Missing required data
Quarantined orders can now be deleted straight from the order details page in a few simple steps.
## Step-by-Step Process
### Step One: Search for the Order
Search for the order via the order number in the **View Orders** section.
### Step Two: Access Cancel Option
Click **Cancel Order** in the box located in the upper right corner. This should be the only icon available to action.
![Cancel Order button for quarantined orders]()
### Step Three: Confirm Cancellation
Confirm the cancellation of the quarantined order.
![Quarantined order cancellation confirmation dialog]()
### Step Four: Receipt Confirmation
The system will provide a receipt stating that the cancellation of the order was successful. The original order number with the suffix `_cancelled` will continue to exist in the fulfillment portal for future reference.
![Successful cancellation receipt for quarantined order]()
***
For additional information on how to view quarantined orders through the API Activity Tracker, click [here](https://docs.winedirectfulfillment.com/s/winedirect-fufillment-docs?contentkey=MCILISJFJOXRC3RNCPZL7NB7VIDQ).
# Cancel an Order
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/cancel-an-order
How to cancel orders in the WineDirect Fulfillment Portal
Please Note: Orders can only be cancelled in the WineDirect Fulfillment portal if they are reflecting a status of "On Hold". For any order that has moved beyond the "On Hold" status and has progressed into "Sent to WMS" or "Fulfilling", please email: [csoperations@winedirectfulfillment.co](mailto:csoperations@winedirectfulfillment.co)
### To Cancel Orders that are "On Hold"
1. Search for and select the Order Number
2. Within the Order Details page, locate the Cancel Button
![Cancel 1]()
The system will confirm if you wish to proceed with the cancellation of the order.
3. Press OK
![Cancel 2]()
The system will confirm the cancellation has been completed and keep a record of the cancelled order as: *original order number\_cancelled*
![Cancel 3]()
# Change a notification email address
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-notification-email-address
Learn how to modify or add notification email addresses for orders
## How to Change a Notification Email
![Edit Order button in General Order Information section]()
Change a Notification E-mail Address or add a Notification E-mail Address.
![Notification email address field in order editing interface]()
When finished with edit, click on **Save Order**.
# Change a notification phone number
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-notification-phone-number
Learn how to modify or add notification phone numbers for orders
## How to Change a Notification Phone Number
Click on **Edit Order**.
![Edit Order button in General Order Information section]()
Change the Notification Phone Number or add a Notification Phone Number.
![Notification phone number field in order editing interface]()
When finished with edit, click on **Save Order** to save.
# Change a requested service level
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-requested-service-level
Learn how to modify the requested service level for orders
## How to Change a Requested Service Level
Click on **Edit Order**
![Edit Order button in General Order Information section]()
Change a Requested Service Level by clicking the arrow to view shipping options and make your selection.
![Requested service level dropdown with shipping options]()
When finished with edit, click on **Save Order**
# Change a requested ship date
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-requested-ship-date
Learn how to modify or add a requested ship date for orders
## How to Change a Requested Ship Date
Click on **Edit Order**
![Edit Order button in General Order Information section]()
Change a Requested Ship Date or add a new Requested Ship Date by clicking on the calendar.
![Requested ship date calendar selection interface]()
When finished with edit, click on **Save Order** to save.
# Change a Ship-From Warehouse
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-ship-from-warehouse
Learn how to change the ship-from warehouse for orders with bi-coastal shipping
If your account is set up for Bi-Coastal shipping and you have inventory in multiple WineDirect fulfillment centers, you have the option to change the Ship-from Warehouse.
![Ship-from warehouse dropdown selection]()
Change the Ship-from Warehouse by clicking the drop-down arrow and view your options. Select your Warehouse option.
\*Note: You will want to check inventory levels on each product in the order to ensure that there is sufficient inventory to fill and ship the order prior to changing the Ship-from Warehouse.
![Available warehouse options for ship-from selection]()
When finished with edit, click on **Save Order**
# Change or add a gift message
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-or-add-a-gift-message
How to add or edit gift messages for orders in the fulfillment system
## How to Add or Edit a Gift Message
### Step 1: Access Edit Order
Click on **Edit Order**
![Edit Order button to access gift message functionality]()
### Step 2: Enter Gift Message
Add or change a Gift Message by entering the message in the **Gift Message** field.
![Gift Message field for entering or editing custom messages]()
### Step 3: Save Changes
When finished with edit, click on **Save Order**
***
Gift messages can be added or modified for orders that haven't been shipped yet. Make sure to save your changes to ensure the gift message is included with the order.
# Change or add a price to a SKU
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-or-add-a-price-to-a-sku
Learn how to modify pricing for individual SKUs in orders
It is important to remember that changing the price of a SKU will only reflect on the order detail record within Fulfillment and the price modification will not retroactively flow into an eCommerce platform; refunding or charging the consumer.
To edit the price of a SKU, select **Edit Order**:
![Edit Order button in General Order Information section]()
Click the blue **Edit** button next to the line item or SKU that needs to be revised in price:
![Edit button next to line item for price modification]()
Select the Unit Price column and enter in the new price for the SKU:
![Unit price field for entering new SKU price]()
Click **Update** within the box and then **Save Order**.
# Changing a quantity of a product
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/changing-a-quantity-of-a-product
Learn how to modify product quantities in an existing order
Click on **Edit Order**:
![Edit Order button in General Order Information section]()
Click on the **Edit** button to the right of the line where you want to change the quantity.
![Edit button next to product line item for quantity change]()
Enter the new quantity and click on **Save Order**.
# Changing an Address
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/changing-an-address
How to change shipping addresses for orders before shipment
Addresses can be changed prior to shipment. Please note that addresses can be changed only if the order is **on hold** and not showing a status of **"Sent to WMS."**
## Step-by-Step Process
### Step 1: Find the Order
Go to the **View Orders** page to search for the specific order you would like to change the address.
### Step 2: Access Order Details
Click the link of the order number (either your **"Customer Order No."** or the **"WineDirect Order Number"**). Clicking either number will bring you to the order details page.
### Step 3: Initiate Address Change
Click on the **"Change the Address"** button at the top of the upper right corner, to proceed with your request.
![Change the Address button in order details]()
### Step 4: Edit Address Information
A popup window will appear, and from here you will be able to make changes.
Please note that each line has a character limitation as outlined below:
* **Name**: 30 characters (including spaces)
* **Company Name**: 30 characters (including spaces)
* **Address Line 1**: 30 characters (including spaces)
* **Address Line 2**: 8 characters (including spaces)
![Address change popup window with character limitations]()
![Address change form fields with validation]()
## Best Practices
More information on our [address corrections page here](https://docs.winedirect.com/winedirect-fufillment-docs/docs/address-corrections)!
Download USPS abbreviated city and states used by UPS/FedEx [HERE](https://documentation.winedirectfulfillment.com/assets/client/File/USPS%20ABBREVIATED%20CITY%20AND%20STATE.pdf).
***
**Important**: Address changes can only be made for orders that are on hold and have not been sent to the warehouse management system (WMS).
Please email [Csoperations@winedirectfulfillment.com](mailto:Csoperations@winedirectfulfillment.com) or call 707-603-4011 if you have any questions or need additional information.
# Edit an Order
Source: https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/edit-an-order
There are several ways to edit an order. Please read below for the action you wish to take, and a direct link will navigate you to that appropriate article.
## [Change a Shipping Address](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/changing-an-address)
## [Change or Add a Gift Message](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-or-add-a-gift-message)
## [Changing the Quantity of a Product](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/changing-a-quantity-of-a-product)
## [Change or Add the Price of a SKU](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-or-add-a-price-to-a-sku)
## [Change or Add a Line Item](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/add-a-product)
## [Change a Notification Phone Number](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-notification-phone-number)
## [Change a Notification Email Address](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-notification-email-address)
## [Change a Requested Ship Date](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-requested-ship-date)
## [Change a Requested Service Level](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-requested-service-level)
## [Change a Ship-From Warehouse](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/change-a-ship-from-warehouse)
## [Cancel a Line Item](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/cancel-a-line-item)
## [Cancel a Quarantined Order ](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/cancel-a-quarantined-order)
## Cancel an Order
# International Shipping Information and Instructions
Source: https://docs.winedirectfulfillment.com/documentation/orders/international-shipping
Complete guide to international wine shipping through WineDirect
WineDirect is excited to be your international shipping partner! Below, please find some useful information to help get you started, and what needs to be provided to us for processing an international shipment on your behalf.
**Our preferred carrier is FedEx International**, and your shipment will be sent via International Priority service.
## Frequently Asked Questions
### What countries can WineDirect ship wine to?
Aruba, Australia, Austria, Bahamas, Barbados, Belgium, Belize, Bermuda, British Virgin Islands, Bulgaria, Cayman Islands, Chile, Cyprus, Czech Republic, Fiji, France, Germany, Greece, Hong Kong, Hungary, Iceland, Israel, Italy, Jamaica, Japan, Jordan, Liechtenstein, Luxembourg, Macau, Malaysia, Malta, Moldova, Monaco, Netherlands, New Zealand, Norway, Philippines, Puerto Rico, Romania, Samoa, Singapore, Slovakia, Slovenia, South Africa, South Korea, St. Barthelemy, St. Kitts, St. Lucia, St. Maarten, Switzerland, Tahiti, Taiwan, Thailand, Turks & Caicos, United Kingdom (Great Britain, England, Scotland), US Virgin Islands and Vietnam.
### How quickly will my shipment arrive?
**International Priority service transit time is usually 2 to 3 days**, however, additional time must be allowed for customs clearance.
### Can the Duties and Taxes be prepaid on an international shipment?
WineDirect can ship wine **DDP (delivered duty paid) to most countries EXCEPT Canada**. We can provide you with estimated costs for Shipping and the Duties & Taxes. Please see section "How do we get started?" below for the required information needed to obtain an estimate for you.
### How much wine can I ship?
Each country has its own set of guidelines regarding how much wine can be shipped to a Consumer. Typically, the limits are per shipment, however some countries have stricter guidelines. Please ask your Account Manager about the Consumer limits for the country you wish to ship wine in to and we will happily provide you this information.
### What day can I ship?
* **Most countries**: Monday, Tuesday, and Friday (holidays excluded)
* **Canada and Puerto Rico**: Monday, Tuesday, and Wednesday (holidays excluded)
## How do we get started?
To obtain an estimate for Shipping/Duties/Taxes, please fill out and return the **Int'l Shipping template**, which includes the following information:
* City, Postal Code, and Country
* Wine description (exact name as listed in WDF portal, bottle size, alcohol %, country of manufacture, \$ value, wine type: red/white/sparkling)
* Number of bottles per line item
With this information, we can return to you the estimated costs for your potential International shipment (shipping, duties/taxes and WD Admin fee). You can utilize our estimate for charging your customer accordingly. **Please allow up to 48 hours turnaround time.**
### Special Note for Canada Shipments
For shipments to Canada, we can create estimated costs for the potential shipment (shipping, duties/taxes, WD Admin fee); however, **the duties and taxes are REQUIRED to be paid by the recipient**. (This requirement is from the respective Provincial Liquor Board).
The estimate is a great tool to provide to your customers so that they are aware of what their financial responsibility will likely be. Canada can be quite expensive (sometimes up to 200% of the value of the wine), and it's helpful to provide this information upfront so that your customer can decide whether or not they would like to proceed.
**Important**: A refused shipment exported from the USA **cannot be returned to us – it will be destroyed instead**.
## How do we proceed with international shipping?
When you are ready to proceed with your international shipment, please follow these instructions:
1. **Place your customer's order as a Will Call order** at least 48 hours in advance of desired ship date (Include the WD Fulfilment Center address as the ship-to address)
2. **Email your Account Manager** with the order number, and the Int'l Quote template that you received back from us, as it should contain the information below:
* Recipient name
* Recipient address, city, postal code, country (residential or business)
* Recipient contact phone number and email address
* Desired ship or delivery date
* Purpose: samples or personal use
**Recommendation**: We highly recommend requesting plastic bottle sleeves and shipping in Styrofoam shippers. The bottle sleeves will protect the label from getting scuffed and contain any breakage should that occur in transit. Styrofoam shippers insulate the wine well. Bottle sleeves are invoiced at \$0.20/ea.
We will include you (or your designated point person) to be notified by email at each stage of the shipment, so that you are aware of the movement of the package, from pick up to delivery.
## How do we pay for an international shipment?
Currently, we will **invoice you at the end of the shipment month**, as we do when we create a manual shipping label. We will include the cost of:
* Shipping
* Duties/taxes (if applicable)
* WD Admin fee
The **WD Admin fee is typically a flat cost of \$50** (but can vary a bit depending on the number of containers to ship), as we have opted to pass our shipping cost savings directly on to you and have not added a margin to these costs detailed in your estimate.
**Credit**: We will credit you back for the Will Call fulfillment costs, as those costs are included in the WD Admin fee.
***
For questions about international shipping or to get started with your quote, please contact your Account Manager or reach out to our team.
# Order Hold Management
Source: https://docs.winedirectfulfillment.com/documentation/orders/order-hold-management
Understanding and managing different types of order holds in the fulfillment system
When orders are submitted into the Fulfillment Portal, there are a few ways an order can go:
* Waiting to Be Released
* Future Requested Ship Date
* Sent to WMS
* A different type of order hold
The desired outcome is for the order to show a status of **"Waiting to Be Released,"** **"Sent to WMS,"** or **"Future Requested Ship Date."** These statuses indicate that there are no issues with the order, and it can ship on the next available date or the date specified in the order.
Orders that are **Processing** can be edited in the system, including modifications to the ship date, destination address, and SKU lines on the order.
Orders that are **Fulfilling** have exceeded all other holds and are currently being physically packed by the warehouse. Therefore, orders that are Fulfilling **cannot be edited in the system**. All modification requests (except for UPS redirect/address change) must be emailed to [csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com) to submit to the carrier.
However, further intervention is needed when an order shows any other type of status.
To view a summary of all order holds on your account, go to the Fulfillment Dashboard and refer to **"Orders On Hold"**:
![Orders On Hold Dashboard showing different hold types and their counts]()
## Order Hold Names and Definitions
There are many holds that an order can go under, and it is important to understand what each hold means so that the order can be managed correctly to remove the hold (if applicable).
We have created a glossary of all order holds that can be viewed below. This glossary will provide the hold name as well as the description of the hold and what action will need to be taken to remove the hold.
| HOLD NAME | HOLD DESCRIPTION |
| :--------------------------------------------------- | :----------------------------------------------------------------------------------------------------------------------------------------- |
| 001 - WineDirect Fulfillment Action In Progress | WineDirect Fulfillment action is currently in progress; **no action needed from the client** |
| 005 - WineDirect Fulfillment Action In Progress | WineDirect Fulfillment action is currently in progress; **no action needed from the client** |
| 006- WineDirect Fulfillment Action in Progress | WineDirect Fulfillment action is currently in progress; **no action needed from the client** |
| 007 - WineDirect Fulfillment Action In Progress | WineDirect Fulfillment action is currently in progress; **no action needed from the client** |
| Active Cutoff Profile Not Found | Cutoff profile not configured, WineDirect Fulfillment action required. |
| Address Length Exception | The Shipping Address is too long for the carrier label. Edit the address to shorten the address lines. |
| Auto Release Configuration Exception | Auto Release configuration issue, contact Client Success for resolution. |
| Billing Exception | An issue occurred while the order was processed for billing. WineDirect Fulfillment action required. |
| Carrier Requirements Exception | Carrier requirements do not match the order or configuration needs correction. |
| | Carrier: \[Carrier] |
| | Service Level/Priority: \[Service Level] |
| | State: \[State Code] |
| | Zip Code: \[Zip Code] |
| Carrier Validation Error | Carrier Validation failed after max retries. WineDirect Fulfillment action is currently in progress. **No action needed from the client.** |
| Client Account Exception | Customer account is currently on shipping hold. Contact WineDirect Fulfillment for resolution. |
| CoolPack Exception | Order contains items incompatible with CoolPack Packaging or has multiple CoolPacks on the order. |
| Fulfillment Center Configuration Exception | The Fulfillment Center on the order is not configured, or a fulfillment center configuration is missing. |
| Future Requested Ship Date Hold | Future Requested Ship Date: |
| | Ship Date: \[Date] |
| Insufficient Inventory Exception | Insufficient inventory for the following ordered products: |
| | Product(s): \[Product1, Product2 …] |
| Order Type Configuration Exception | Customer Order Type Detail configuration is missing. |
| | Order Type: \[Order Type] |
| Order Type Configuration Not Found | Customer order type configuration is missing. |
| | Order Type: \[Order Type] |
| Pending Carrier Validation | Carrier Validation in process. Edits can still be made to the order. The hold will remove automatically once complete. |
| Product Registration Configuration Exception | Product registration is not available. Work with Client Success to verify product configuration. |
| | Product(s): \[Product1, Product2 ...] |
| Requested Seller Product Not Found | One or more products on the order are not configured: |
| | Product(s): \[Product1, Product2 …] |
| Requested Service Level Configuration Exception | An issue with the requested service level configuration has occurred; WineDirect Fulfillment action required. |
| Requested SKUs Not Found | The following SKUs were not found in the WineDirect Fulfillment system: |
| | \[SKU1] |
| | \[SKU2] |
| | … |
| Required License Not Found | Required license not found. |
| | State: \[State] |
| | License: \[Required License] |
| Required Order Details Not Found | Order contents do not meet order requirements. Review the order and make corrections. |
| Required Permit Not Found | Permit for the ordered items not found. |
| | Product(s) without permits: \[Products1, Product2 ...] |
| Required Seller Details Not Found | Account configuration is missing required details. WineDirect Fulfillment action required. |
| SEQ - WineDirect Fulfillment Action In Progress | WineDirectFulfillment action is currently in progress. |
| Ship To Address Exception | Ship to address cannot be a PO Box for wine shipments. |
| Ship To Address or Requested Service Level Not Found | Ship To address elements or the requested service level are missing. |
| Ship To Zip Code Exception | The ship to Zip Code is a dry zip code or does not match the ship to state. |
| | \[Dry region State Code] |
| | \[Zip Code does not match state State: State Code, Zip Code: Zip Code] |
| Shipment Processing Exception | Shipment processing error, WineDirect Fulfillment action required. |
| Shipping Channel Not Found | A Shipping Channel for this order was not found. Please contact Client Success to resolve. |
| | Order Category: Wine or Non-Wine |
| | State: State Code |
| | Ship From Warehouse: Warehouse |
| Shipping Instructions Hold | Order held for Shipping Instructions. |
| | Shipping Instructions: Shipping Instructions |
| VAL - WineDirect Fulfillment Action In Progress | WineDirect Fulfillment action is currently in progress. |
| Volume Limit Exception | Order Exceeds Volume Limit for the destination state. |
| | State: State Code |
| | Volume Limit Rule: Rule Name |
| | Order Volume: XXX ml |
| Waiting to be Released | Clear of standard holds. Waiting to be released by the Operations team. Edits can be made. \*\*No action is needed from the client. \*\* |
| Weather Hold | Order on Weather Hold: |
| WMS - WineDirect Fulfillment Action In Progress | WineDirect Fulfillment action is currently in progress. |
# Order Merge
Source: https://docs.winedirectfulfillment.com/documentation/orders/order-merge
This article details the objective of the Order Merge feature, which is the ability to merge two orders into a single order to assist with this common order request.
### How to Merge Orders:
1. Select the Merge process from the View Orders page in the order action menu, or from the button on the Order Details page.
![Mergeorders 1]( "Mergeorders 1")
![Mergeorders 2]( "Mergeorders 2")
2. Choose the order to merge from the available ON HOLD orders
![Mergeorders Upload 1]()
Orders available to be selected for this feature must reflect a status of ON HOLD
3. Add the Reference # and Batch # to be used for the new order record.
4. The previous step will load the page with three order columns related to the merge:
1. **Source Order A**: The initial order used to initiate the merge.
2. **Source Order B**: The order chosen to “merge with”.
3. **Resulting New Order** - The order that will remain after merging A and B. ***\*At this step, you can rename the Resulting New Order to one of the original order numbers, A or B. This will allow for tracking to flow back upstream to ShipCompliant or your integrated ecommerce.***
![Mergeorders 4]()
5. Select the values from order A or B that should be added to the new order.
1. By default, all order information from Order A and order items from Order B are selected.
2. Clicking the **Select All** button for either source order will choose all order information from that order.
3. Clicking the values directly will select them individually.
4. The order items can be deselected entirely from either source order if necessary to eliminate duplicates.
![Mergeorders 5]()
6. Click review and confirm to open a dialog window where the merge can be finalized.
1. The three involved orders (**Source A, Source B, and New Order**) will show for reference.
2. By default, the new order will go to a **Shipping Instructions hold** unless the Automatic Hold toggle is disabled.
3. Checking the box to “**proceed with merge**” will activate the **Confirm** button to submit the updates.
![Mergeorders 6]()
7. Once the merge process completes, it will redirect to the \*\*Order Details \*\*page for the new order.
1. There will be a **Linked Orders** section at the top of the page where the merged order relationships will be visible.
2. **“Merged From” or “Merged To”** will be included on all related orders for reference.
3. The source orders will be in a Cancelled status, with “-MERGED” appended to their original Order # for additional reference.
![Mergeorders 7]()
### Tracking Submission on Merged Orders:
If one of the original order numbers is used for a Merged Order, the order status and tracking behavior of that merged order will flow back into the API of that original order, meaning no manual import of tracking statuses should have to be made by you and your team.
The second "source" order number will not sync any tracking back into its original order status in ecommerce or ShipCompliant.
![Image(8)]()
The original order # is the "key" value for communication between the ecommerce and ShipCompliant platforms, so by naming the merged order the original, all tracking will be identified under the original order details.
Example: Club order (CLUB) is uploaded and merged with a second order while keeping the original Club Order number the same, as shown in the video below:
### Reporting on Merged Orders
The [Advanced Analytics](https://docs.winedirectfulfillment.com/documentation/Advanced-Analytics/Advanced-Homepage) chapter of your portal contains a Merged Order report available in the Order and Shipments Reports section.
![Order Merge 1]()
This report will contain all merged orders, specifically listing the original order number information that was merged from and the new order number information that was merged to.
The information in this report can be exported to apply to ShipCompliant and point-of-sale platforms to link tracking and order submission.
![Merge 3]()
# Order Types
Source: https://docs.winedirectfulfillment.com/documentation/orders/order-types/order-types
Understanding different order types in the WineDirect Fulfillment system
Order Types allow you to sort and distinguish different orders based on how or why they are placed. Certain order types, such as clubs, have special functions within the WineDirect Fulfillment platform and are translated to integrated fulfillment systems differently.
***
**Please Note**: Although most order types are automatically batched to our fulfillment platform, ShipCompliant does not automatically release the Club order type. This order type must be manually released by the client to successfully batch over to fulfillment.
# Order Validation Workflow
Source: https://docs.winedirectfulfillment.com/documentation/orders/order-validation-workflow
Complete guide to order validation and hold processes in the WineDirect system
## Order Validation and Holds
### Order Validation
All (or some) of the following checks are in place for order processing to ensure that all order elements are valid to ship. **Order processing time within the fulfillment system can take 5 – 10 minutes.**
## Order Workflow Steps
Below are the order workflow steps our system processes your orders:
1. **Copied Order Check**\*
2. **Order contains at least one line item** for shipment
3. **Order Type Setup** (Club, Daily, Special, Order Packing, Corporate, or OnSite)
* *This check is where the shipment notification is assigned*
4. **Cool Pack configuration**
5. **Ship-To Address validation**; will stop if containing a PO Box
6. **Check if the fulfillment destination warehouse** has been preassigned
7. **Check if the order contains wine or non-wine**
8. **Shipping Vendor License**\*
9. **Shipping Consumer Permit setup**
10. **Address validation check** – zipcode and state combination
11. **Address line items have a character limit of 30 Characters** (including spaces) per line:
* Company Name
* Address Line 1
* Address Line 2
* City, State, Zip
12. [Download USPS abbreviated City and States](https://documentation.winedirect.com/assets/client/File/USPS%20ABBREVIATED%20CITY%20AND%20STATE.pdf) - used by UPS/FedEx
13. **Validate Label Registration**\*
14. **Check compliance record/shipping channel**
15. **Check if the order has personalization**
16. **Carrier Validation**
17. **Inventory Reservation**
18. **Shipping Instructions/Notes:** *Orders will go on hold until cleared*
* There is a **240-character limitation** to this field
* If you use ShipCompliant, exceeding this limitation will prevent successful order transmission
19. **Requested Ship Date Hold**
20. **Weather Hold**
21. **Club Planning**
22. **Order SLA calculations**
23. **Order State Volume Verification**
24. **Check if the order is auto-released**
### Order Validation Workflow
Here's a visual of the above validation steps of an order lifecycle upon submission into WineDirect Fulfillment:
![Order Validation Flowchart]()
\***Depending on your account setup, these checks may not apply to your orders.**
## Order Failures and Troubleshooting
Orders that contain **missing or unrecognized order data will fail import**. Our API Tracking Tool can be used to troubleshoot. An order failure message will also be sent to the order submission system.
For more details, see: [API Tracker and Quarantined Orders](https://winedirectfulfillment.my.salesforce.com/sfc/p/#f40000023lP9/a/Rk0000018QJJ/Kev3JeW54jRecd.SAhYDCqr0x_OIcb3XonIlPDXZ1TA)
***
**Character Limitations**: Address lines are limited to 30 characters each, and shipping instructions are limited to 240 characters. Exceeding these limits may cause order processing issues.
# Re-Ship an Order
Source: https://docs.winedirectfulfillment.com/documentation/orders/re-ship-an-order
How to create and finalize a reship in the fulfillment portal
A reship can be created in the fulfillment portal in **two different ways**. Review both processes step-by-step below:
## Locating the Order
The user will want to navigate to the Shipments tab within the system. Once in the Shipments section, the order will need to be located by searching either the order number or the tracking number:
![Shipments search interface]()
## Creating the Reship
From here, the user can search through the order list and locate the 3-dot icon to the right of the order details. Clicking on the 3-dot icon will expand additional options for the user, including the option to: **Re-ship this Container**:
![Reship options menu]()
You can also locate the ReShip button by clicking the order number and scrolling down to the **Packages Shipped** section of the **Order Details** page and clicking the **Shipments** button:
![Reship 1]()
This will bring you to a screen where you will have the option to Reship as well:
![Reship 2]()
From here, follow the prompts and confirm action. \
The system will populate a confirmation box displaying a copy of the container's original contents from the Order/Tracking number with the suffix **-RESHIP**.
**Please note:** This will only copy the contents of the tracking container. Additional reships will need to be clicked for each additional container if multiple containers within an order require reshipping.
## Automatic Hold Placement
In addition to mirroring the contents of the original container/tracking number, the system will automatically place a hold on the reshipment as a Shipping Instruction. This will hold the order so the user can make any final edits. The order will be visible for changes on the dashboard under the order hold section within the Shipping Instruction hold queue:
![Shipping instruction hold queue]()
## To Finalize a Reship
The Shipping Instruction hold must be removed from a Reship to allow the order to continue to the next fulfillment status. To do this, the user must locate the order in the hold queue and, after confirming the order is ready to ship, delete all characters from the default message in the Shipping Instruction section and SAVE all changes. The system will refresh and advance the reship to the next stage of fulfillment:
![Finalizing reship by removing shipping instruction]()
# Returns
Source: https://docs.winedirectfulfillment.com/documentation/orders/returns
How to view and manage orders that have been returned from carriers
This article provides information on how to view and manage orders that have been returned from the carrier back to the fulfillment house.
## Returns Process Overview
After delivery attempts have been made to the recipient and failed, or if the client requests the order to be recalled, the carrier returns the package back to WD.
All returned orders received are checked for damage and then received back into inventory or set in a QA (Quality Assurance) sub-inventory and then returned to the client or held for pick-up as scheduled.
You can opt-in on the Email Preferences, under the Administration menu tab, to receive an email confirmation when a return has been processed at the WineDirect fulfillment center.
## Viewing Returns
Our robust returns page allows you to view a list of returned shipments that did not deliver to the intended recipient. To view returns, choose Orders then Returns. Choose the account to view, select the warehouse and then enter the date range of the returned orders you wish to manage.
The inventory activity report also logs all returns in the portal by SKU.
## Managing Returns
You can also manage and record the status and resolution and add descriptive notes for each returned package by choosing the yellow folder with the green plus sign on the far left next to each order. You can filter by reason code or status to query your orders further.
![Returns management interface]()
### Return Management Fields
**Status:** A designated member of your team can update the status for each of your returned items (for example, is this a new return, is it in process or has it been resolved?)
**Resolution:** You can now record the ultimate resolution of each return (for example, was it refunded, reshipped, or handled in some other way?)
**Notes:** We've added a new field that can be used to note the reason for each return.
**Searching Returns:** Newly added filters will allow you to search orders by return status and resolution and, if you choose, to hide returns that have been fully processed.
## Viewing Returned SKUs
You can view the exact SKUs that have been returned within the Packages Shipped section of a specific order within the Order Details page:
![Returned SKUs in order details]()
## Email Templates
With this feature, you can now create custom email templates based on return codes. You'll find these templates under "Administration" in the main navigation. If you do not have access, please email [csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com).
## Return Types by State
### Direct State Returns
* The charge for shipping a returned package back to the fulfillment center is the same as the outbound fulfillment charge
* Each bottle is inspected, and inventory is returned to stock unless we discover issues that would require the product to be moved to our Quality Assurance (Q/A) HOLD location for resolution by the client or per request by the client for all returns to be placed in QA regardless of the returned state of the product. Please discuss with your Account Manager which option is best for your business.
### 3-Tier State Returns
* State law does not allow the wine to be physically returned interstate. Therefore, returns will be held at our appointed state retailer partner pending re-ship instructions. The state retailer will notify WineDirect of orders that have been returned.
* Your Account Coordinator will email the winery contact and request re-ship instructions. The retailer is not required to hold shipments longer than 6 weeks and wine may be discarded after that time has elapsed.
* See the documentation for Reshipments if you wish to send a replacement order.
# Sent Notifications
Source: https://docs.winedirectfulfillment.com/documentation/orders/shipment-notifications/emails-sent-report
Learn how to view and manage shipment notification emails sent to customers.
Originally titled the Emails Sent Report, the **Sent Notification page** displays all notification emails sent to consumers about their shipments based on the templates you created in your template editor. These notifications currently include:
* Shipped
* First Scan
* Exception
* Out For Delivery
* Failed Attempt - First
* Failed Attempt - Second
* Available For Pickup
To display the log, follow the steps listed below.
1. Choose the account to display the emails sent to consumers
2. Choose the Status of the types of email receipts you wish to populate:
1. Success: emails that have been successfully sent to the email address on the order of the consumer
2. Failed: emails that have failed to be sent to the email address on the order of the consumer
3. Notification Type: choose one of the below or "All" to include all options in your search range
1. Shipped: emails sent when the order is shipped from WineDirect Fulfillment
2. First Scan: emails sent when the carrier first scans the tracking number
3. Exception: emails sent when the carrier has triggered an exception with the package
4. Out For Delivery (New!): emails sent when the package is out for delivery to the consumer
5. Failed Attempt - First (New!): emails sent at the carriers first failed attempt tracking scan
6. Failed Attempt - Second (New!): emails sent at the carriers second failed attempt tracking scan
7. Available For Pickup (New!): emails are sent when the package is at a carrier-approved collection site (address to be provided within email)
4. Choose the date range
5. Click **Search**
You will get an exportable document that shows:
* The current account
* WDF Order Number
* Client Order Number
* Order Type
* Carrier Name
* Tracking information
* Ship Date
* Recipient Customer
* Notification and Message Status
The 3-Dot menu on the right lets you view or resend the email sent to the consumer.
The Notification Status indicates whether the email was sent successfully.
![Image]()
# Merge Tags
Source: https://docs.winedirectfulfillment.com/documentation/orders/shipment-notifications/merge-tags
Use merge tags to automatically populate order, shipment, and customer information within your email notifications. When an email is sent, each merge tag is replaced with the corresponding order-specific data, helping you create personalized communications without manual updates.
Below is the complete list of available merge tags. You can quickly reference and copy merge tags directly from the Merge Tags menu on the right side of the Template Editor.
![Image]()
### Carrier
* **\{CARRIER\_NAME}** — Carrier designated to deliver the package to the consumer.
* **\{CARRIER\_TRACKING\_NUMBER}** — Tracking number assigned to the shipment.
* **\{CARRIER\_URL}** — Web URL for the designated carrier's online tracking site. Use in Buttons.
* **\{TRACKING\_LINK}** — HTML Link to carrier's package tracking site.
### Order
* **\{EXPECTED\_DELIVERY\_DATE}** — The expected delivery day provided by the carrier.
* **\{ORDER\_NUMBER}** — The order number as specified in the submitted order data.
* **\{SHIP\_DATE}** — Date on which the shipment left the WineDirect Fulfillment center.
### Pickup
* **\{PICKUP\_ADDRESS}** — Carrier address where the order can be picked up. (HAL and AP)
### Ship To
* **\{SHIP\_TO\_ADDRESS1}** — First address line on the ship-to consumer address.
* **\{SHIP\_TO\_ADDRESS2}** — Second address line on the ship-to consumer address.
* **\{SHIP\_TO\_CITY}** — City of the ship-to consumer address.
* **\{SHIP\_TO\_COMPANY\_NAME}** — Company name, if any, on the ship-to consumer address.
* **\{SHIP\_TO\_FIRST\_NAME}** — First name of the ship-to consumer.
* **\{SHIP\_TO\_LAST\_NAME}** — Last name of the ship-to consumer.
* **\{SHIP\_TO\_STATE}** — State code of the ship-to consumer address.
* **\{SHIP\_TO\_ZIPCODE}** — ZIP code of the ship-to consumer address.
### Sold To
* **\{SOLD\_TO\_ADDRESS1}** — First address line on the sold-to consumer address.
* **\{SOLD\_TO\_ADDRESS2}** — Second address line on the sold-to consumer address.
* **\{SOLD\_TO\_CITY}** — City of the sold-to consumer address.
* **\{SOLD\_TO\_COMPANY\_NAME}** — Company name, if any, on the sold-to consumer address.
* **\{SOLD\_TO\_FIRST\_NAME}** — First name of the sold-to consumer.
* **\{SOLD\_TO\_LAST\_NAME}** — Last name of the sold-to consumer.
* **\{SOLD\_TO\_STATE}** — State code of the sold-to consumer address.
* **\{SOLD\_TO\_ZIPCODE}** — ZIP code of the sold-to consumer address.
# Shipments
Source: https://docs.winedirectfulfillment.com/documentation/orders/shipments
How to search for and manage shipments in the WineDirect Fulfillment portal
This article will explore the Shipments page and inform you how to search for one or a group of shipments depending on specific attributes.
## Search Options
You have 3 ways to search for specific shipments:
* **By Tracking Number**
* **Customer Order #**
* **WD Order #**
* **Shipment/Container #**
You can also search for all the shipments on the account, by delivery status, or within a custom date range or one of the five preset date ranges now available to you in the search fields.
![Shipments search interface with various search options]()
## Viewing and Exporting Results
After searching for a specific list, you will be able to:
* **Export that list to an Excel file**
* **View each order** by selecting the order number or the WD order number
![Shipments search results with export and view options]()
***
The Shipments page provides comprehensive tracking and management capabilities for all your fulfillment orders, making it easy to monitor delivery status and export data for further analysis.
# 2026 Temperature Controlled Shipping Schedules
Source: https://docs.winedirectfulfillment.com/documentation/orders/temperature-controlled/2026-temp-control-shipping-schedules
Temperature-controlled shipping is offered as a volume-based service. Extended delivery times are possible. To ensure service continuity, we may discuss moving shipments to 2-day service as needed. Any adjustment to the service level will be billed according to the service applied.
To protect your wine from extreme temperatures without the expense of air shipping, you can leverage our refrigerated linehaul services to facilitate shipments to the Midwest and East Coast.
You pick your preferred common carrier (UPS or FedEx), and we map the route based on the destination state. Your shipments will depart our temperature-controlled warehouses, travel the middle mile on our refrigerated trucks, and arrive at our destination hubs for ice insertion (if requested) before being passed to the carrier for shorter transit times.
Due to significant increases in fuel costs, we will implement temporary fuel surcharges beginning **April 1, 2026**. As part of this update, the surcharge for all orders using our Temperature Controlled shipping program (shipping codes **CST8** and **CST9**) will be temporarily raised to **\$4.00 per package**.
**NOTE**: Please use carrier code **CST8** for UPS and **CST9** for FedEx. Orders without these codes will NOT be loaded onto the temperature-controlled truck.
**Bi-Coastal Clients!** You can now take advantage of temp control with your warehouse split. Submit temp control orders, and we'll pick and pack from your West Coast warehouse and GLW, saving you time and costs with two points of origin.
Please [click here](https://winedirectfulfillment.com/wp-content/uploads/2026/01/2025-Summer-Shipping-Map-1-1.png) to download a PDF of the map below. Click any of the originating WD facilities to view the specific routes and maps.
![2026 Tempmap]()
## Shipping Schedules by Location
* [Central Coast Temp Control Shipping Schedule](https://winedirectfulfillment.com/wp-content/uploads/2026/03/WDF_TempControl_Central-Coast_4.2026-1.pdf)
* [Napa Valley Temp Control Shipping Schedule](https://winedirectfulfillment.com/wp-content/uploads/2026/01/WDF_TempControl_Napa_2026.pdf)
* [Willamette Valley Shipping Schedule](https://winedirectfulfillment.com/wp-content/uploads/2026/01/WDF_TempControl_Oregon_2026.pdf)
# What is Temperature Controlled Shipping?
Source: https://docs.winedirectfulfillment.com/documentation/orders/temperature-controlled/what-is-temperature-controlled-shipping
Complete guide to temperature-controlled shipping services and options
Temp Control shipping is a great way to maintain an elevated delivery experience for your customers, so they can continue ordering and enjoying their favorite wines during the warmer months. This service places your orders on a refrigerated truck and essentially "leapfrogs" them across the country to maintain temperature integrity for most of the journey, until they are handed over to UPS or FedEx for the final mile. The Southern Line Haul route handoffs are in Arizona and Texas, whereas the Northern Line Haul route services Ohio & Florida. This service is available to select states and is best utilized for orders that cannot reach their destination within 2 business days.
For added protection against overheating during the final mile, you can add SKU **ECOCOOLPACK** to your orders before submitting them to the Fulfillment portal, so your wines will be packed in the appropriate packaging, and ice packs will be added at the handoff points. \
\
Our EcoCool Solution is engineered to safeguard wine shipments by minimizing heat exposure and maintaining bottle integrity throughout transit. It is not a refrigeration system, and thawed ice packs upon delivery are possible.
Success is defined by the quality of your wine on arrival. When bottles arrive in excellent condition without heat-related impact, the system has done its job. If anything looks out of the ordinary, such as cork movement, leakage, or packaging damage, please reach out to our team for support.
Once temp control orders ship in our system, the tracking number(s) will be provided; however, please note that they will not be live until handed over to and scanned by UPS or FedEx.
If placing a future requested ship date on a temp control order, make sure it is no later than the business day before the actual ship date for WD scheduling purposes.
Temperature-controlled shipping is offered as a volume-based service. Extended delivery times are possible. To ensure service continuity, we may discuss moving shipments to 2-day service as needed. Any adjustment to the service level will be billed based on the service provided.
## What is the price for Temperature-Controlled Shipping?
Due to significant increases in fuel costs, we will implement temporary fuel surcharges beginning **April 1, 2026**. As part of this update, the surcharge for all orders using our Temperature Controlled shipping program (shipping codes **CST8** and **CST9**) will be temporarily raised to **\$4.00 per package**.
## Non-Temp Control States:
The following states are not available for Temperature Control shipping: AK, CA, CO, HI, ID, MT, NV, OR, or WA.
**CA** – *Ground, 2 Day, Overnight, and Priority Overnight* services are available via both UPS and FedEx. Add ECOCOOLPACK to the order if you feel it's needed for additional protection given the weather conditions.
**NV, OR & WA** – *Ground, 2 Day, Overnight, and Priority Overnight* services are available via both UPS and FedEx. Add EcoCoolPack to the order if you feel it's needed for added protection based on weather conditions.
**AK & HI** – The only services available year-round are *Priority Overnight and 2-Day*. Add EcoCoolPack to the order if you feel it's needed for added protection based on weather conditions.
**CO, ID, MT** – *Ground, 2 Day, Overnight, and Priority Overnight* services are available via both UPS and FedEx. Add EcoCoolPack to the order if you feel it's needed for added protection based on weather conditions. You may wish to consider upgrading the service level to 2 Day, Overnight, or Priority Overnight \_as the ice packs perform best in their first 48 hours, and these states are approximately 3+ business days for delivery via Ground shipping.
# Upload Orders
Source: https://docs.winedirectfulfillment.com/documentation/orders/upload-orders
Process for uploading orders manually via a template excel form
For users that do not have a direct integration into the WineDirect Fulfillment platform, orders can be submitted using the Upload Orders tool. The user can chose to identify the batch or generate a batch ID automatically.
Next, an order file needs to be extracted from the system to provide order information. This file is in the form of an .xlsx. Once this file is downloaded, information must be inserted on the file following the specifications listed on the first tab listed **'Instructions'**
![Upload Orders]()
The user may also choose to upload their own file given it is one of the acceptable formats: .xlsx, .xml, .csv, and .txt. The order form (which can also be downloaded here), includes an instruction sheet highlighting the required fields of information. If there is any missing fields, the order upload will not be successful. Below are the fields which are mandatory for successful order upload:
* Customer Order ID
* Customer Order Date
* Order Type
* Sold to First Name
* Sold to Last Name
* Sold to Address Line
* Sold to City
* Sold to State
* Sold to Zip
* Sold to Email
* Shipping Priority
* Shipping Date
* Consumer Handling Fee
* Consumer Shipping Charge
* Total Charge to Consumer
* Requested Ship Date
* \*\*SKU
* Quantity of SKU
* Price
* Subtotal
* \*\* repeat
To upload orders:
Select the account.
Select an Order File
Define a batch ID for these orders, you can now have the system generate a batch ID automatically
![Upload Orders]()
Enter your password
Upload the appropriate batch order file using the listed acceptable file types above.
Click the Next Button.
After selecting the next button in the select orders screen, you will have a chance to review the orders that you have uploaded. if everything looks good at this point select the next button in the lower left-hand corner.
From there you will be able to review the results of your batch upload and the system will prompt you to import another batch.
# View Orders
Source: https://docs.winedirectfulfillment.com/documentation/orders/view-orders
How to search for and view orders in the fulfillment system
This article covers the View Orders tab and how to search for specific orders or groups of orders.
The View Orders page is where you can search for orders submitted in the WD fulfillment system. Drill down to view order details and status, from upload through order delivery.
New! The advanced search options have been expanded to include additional search attributes such as **State, Zip Code, Detailed Status, Delivery Status & Service Level**! \
\
The search results now include additional columns such as: **Requested Service/Date**.
![Vorders 1]()
![Vorders 2]()
# Manage Weather Holds
Source: https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/configure-weather-holds
This article will offer step-by-step instructions on how to add a weather hold to your account. Weather Holds must be configured at a state level, but can be released at various levels of order volume, from a single order to bulk order release.
New enhancement for Weather Holds!\
Users can now add multiple warehouses and states at one time via the Weather Hold configuration tool.
From the Configure Weather Hold page, click the \*\*Add a Weather Hold \*\*button.
You will now be presented with the option to select multiple warehouses and/or states from the drop-down lists.
![Weatherhold 1]()
### To Create a Weather Hold:
1. Select **Fulfilled From** (the warehouse in which your orders will be shipping out of - select all that apply)
2. Select **State** (the state(s) that will be placed on hold; states that orders are destined to ship to -select all that apply)
New! Multi-select **Warehouse** and **State** values enhancement!
![Weatherholds 2]()
3. Select **Start Hold** and \*\*End Hold \*\*dates from the calendar pop-up
1. **Start Hold**: the date at which orders will begin to hold in the system and will not ship.
Orders must be submitted to the system after the Weather Hold start date has been configured, or reflecting an editable status to apply to a Weather Hold. \
Orders submitted in the system before the configuration of the start date will not automatically be applied to a Weather Hold.
2. **End Hold**: the date at which orders will be automatically released from the system to ship to the designated state.
* Due to the unpredictability of the weather, it is highly recommended that the **End Hold** *be left blank*, allowing you and your team to *manually release* the Weather Hold upon confirmation of the forecast.
If an End Date is applied, the system will release all orders destined to selected states upon the configured End Date, regardless of weather.
4. **Dunnage and Hold Configuration**
\_Dunnage is the addition of any coolpack preference into any and all containers configured for that selection of state(s) and Start/End Hold dates. WineDirect Fulfillment is proud to announce that we are solely using EcoCool pack ice bricks for all of our orders, and you can select EcoCool pack from the dropdown provided. \_
Don't wish to add COOLPACK SKUs to every order? You no longer have to! Selecting the Dunnage Type will add the EcoCool pack into each order **for you!**
1. **Hold for Release**:
1. If this box is checked, orders including dunnage (addition of EcoCool pack) will remain on hold, abiding by the configuration start and end date.
2. If this box is unchecked, orders including dunnage will not follow any weather hold start and end date configuration.
2. **Dunnage Type**:
1. Select EcoCool from the dropdown
5. **Click Save Weather Hold**
# Release Weather Holds
Source: https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/manage-weather-holds
This article will provide step-by-step instructions on how best to search for and release orders from Weather Holds and Weather Hold configurations as a whole.
There are now several search fields that can be applied to allow you to select multiple orders on hold under a Weather Hold.
![Weatherhold 3]()
New! Multiple specific order numbers can now be added to the search query as pictured above!
### Release Weather Holds
1. Use the search fields to populate your desired results
New! Select and search by zip code to narrow your results even further!
![Weatherholds 4]()
2. Select all applicable orders by clicking the box to the left of the order and click the Release \_\_\_\_ Orders button:
![Weatherhold 5]()
Orders released from Weather Holds before 1 p.m. will follow normal SLA and ship the day they are released.
# Estimate Weather Risk (5-Day Forecast)
Source: https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/new-estimate-weather-risk-5-day-forecast
Weather threshold management system for monitoring forecasts and managing orders
This article explains the feature of setting Weather Thresholds to manage orders and monitor forecasts.
![Weather risk estimation interface showing 5-day forecast and threshold settings]()
This feature allows the user to set minimum and maximum temperatures; including ice, snow, and rain thresholds within a specific date range. Once these thresholds are set, the system will populate all orders in the system that are destined to areas meeting these thresholds and will allow you to manage these orders further by placing them on Weather Holds.
# What are Weather Holds?
Source: https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/weather-holds
This article will provide information regarding the WineDirect Fulfillment Weather Hold tool, answering some common questions regarding Weather Holds and best practices.
### What is a Weather Hold?
A weather hold is the process of stopping your orders from shipping to a specific state based on the configuration of that state and start/end dates within your WineDirect Fulfillment account.
### Where are Weather Hold orders listed as they are created?
Weather-held orders will be consistently available for you and your team to view on the dashboard of your account. The matrix will update every 10 minutes, giving you a consistent breakdown of all orders under this specific hold.
![Image]()
### How are the states and dates configured?
You and your team have full control over the configuration and management of your weather hold orders.
Weather Holds can be configured under the Manage Weather Hold feature, where a simple selection of states and dates will apply the rules needed for the tool to hold orders.
### Releasing Weather Hold Orders
Orders on Weather Hold can be released in several different ways: by single order, by header sort (zip code, order type, etc.), or by State. Read below to learn how to release at each level:
* **Releasing a Single Order from Weather Hold**
* Search/Locate Order
* Click the **Release** button to the right of the Order Hold action panel:
![Releasesingle]()
* If there is no other hold on the order, the order will resume its workflow process into fulfillment, and if released by 1 pm, the order will ship the same day.
**Releasing a group or orders by like headers (by zip code, by order type, etc.):**
* Click Release Weather Hold.
* Select Fulfilled From and State, or leave blank, and a report of all orders on weather hold will populate.
* From here, the user can sort through the list by clicking the headers to organize and sort by preference.
* Check the box to the left for all orders wishing to be released from Weather Hold.
* Confirm release by clicking **Release \_\_ Order(s)** button on page:
![Releasegroupweather]()
## Tips on Weather Holds:
* States must be configured into Weather Holds before orders destined to the state are submitted into the system. If an order is submitted into the system before a weather Hold is configured, the order will not be captured on the weather hold, and a different hold will need to be used to stop the order from shipping (i.e., *Shipping Instruction* hold).
* Orders on Weather Hold will reserve inventory.
* If an order is on multiple holds in addition to a weather hold, releasing the weather hold will not release subsequent holds. The order will need to be checked to verify no other holds are associated with the order.
# Arrive55
Source: https://docs.winedirectfulfillment.com/documentation/orders/white-glove/arrive55
Premium white-glove delivery service with temperature-controlled delivery
![Logo 2color Final(002)]()
Arrive55 delivers a premium, fully temperature-controlled shipping experience purpose-built for your most valued collectors. All shipments are maintained in a temperature-controlled environment centered at 55°F from pickup through final delivery, preserving wine integrity at every step, and are supported by real-time tracking and white-glove service standards.
Through our curated delivery network, Arrive55 provides concierge-level coverage across key metropolitan markets in Arizona, Texas, Florida, and North Carolina - focusing on density, reliability, and service quality where your customers are concentrated.
Through our RedChirp integration, recipients can receive real-time SMS delivery updates, scheduling notifications, and direct communication with our team—helping reduce failed delivery attempts and ensuring a smooth, high-touch experience at the doorstep.
[View order flow and additional benefits of Arrive55 HERE.](https://winedirectfulfillment.com/wp-content/uploads/2026/04/Arrive55-Overview-and-Order-Flow.pdf)
Because shipments remain temperature-controlled throughout the entire journey, there is no need to add EcoCoolPack SKUs to your orders. Our partnership also provides competitive, all-in pricing with no fuel surcharge, delivering a high-touch experience without added complexity.
### Pricing:
| Region | 1-3 Bottles | 4-6 Bottles | 7-12 Bottles |
| -------------- | ----------- | ----------- | ------------ |
| Arizona | \$86 | \$92 | \$107 |
| Texas | \$86 | \$92 | \$107 |
| Florida | \$96 | \$102 | \$112 |
| North Carolina | \$96 | \$102 | \$112 |
\**Pricing is calculated by shipment weight. The table above uses a standard bottle weight assumption of 3 lbs. For example, if a three‑bottle shipment weighs 14 lbs, it will be charged at the 4–6 bottle rate.*
[Click Here for Participating Zip Codes!](https://arrive55.com/zip-search/)
![A55map]()
### How It Works:
1. Assign Arrive55 as your carrier with shipping code 'A55' when processing orders for shipping. If you already have orders in our Fulfillment portal, you can use the bulk update tool to switch multiple orders to the Arrive55 carrier service.
2. 55° transport will be coordinated, and orders will be collected from your WineDirect Fulfillment facility.
3. Tracking information is produced from Arrive55 and sent directly to you.
4. Your customers will receive a notification regarding details of their delivery, including the anticipated date and time of delivery.
5. A proof of delivery will be captured and can be provided to you upon request
### Orders Shipping via Arrive55 Are Due:
* **Central Coast** - Mondays @ 1:00 pm PST with no order holds and will ship weekly on Fridays.
* **Napa Valley** - Wednesdays @ 1:00 pm PST with no order holds and will ship weekly on Fridays.
* **Willamette Valley** - Mondays @ 1:00 pm PST with no order holds and will ship weekly on Fridays.
During low-volume times, delivery windows can be extended up to 30 days as the carrier accumulates shipments to a specific destination area. Regardless of volume, orders will be delivered no later than the 30-day mark as arranged by Arrive55 and the recipient.
*Please note that A55 is not a shipping carrier option offered by our Glenwillow, Ohio facility.*
### Getting Started:
Getting set up for this white-glove delivery service is as easy as 1 2 3! Simply configure the shipping code **"A55"** across all your systems.
For more information about Arrive55, please [Click Here](https://arrive55.com/how-it-works/).
# VineVault
Source: https://docs.winedirectfulfillment.com/documentation/orders/white-glove/vinevault
Premium white-glove delivery service with temperature-controlled delivery across 19 states
![VineVault premium delivery service logo and branding]()
We have expanded our white glove partnerships with VineVault, which means your customers may now enjoy white glove and fully temperature-controlled delivery service in even more markets than before.
This premium concierge-style service will be available for your customers in over 9,000 zip codes in 19 different states. As your packages will be kept in temperature-controlled conditions throughout their entire transit to your customer's doorstep, there's no need for EcoCoolPacks to be SKU'd on your order! Plus, our partnership means you'll benefit from competitive rates, with a flat per-container fee of:
**Cost for VineVault program: \$115 per package (container) for all markets**
[Click Here](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/MASTER_Vine%20Vault%20DTC%20Delivery%20Zip%20Codes%20for%20WineDirect%20effective.xlsx) for a list of participating zip codes
[Click Here](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/VVR%20Email%20Notification.pdf) for the standard template of client communication from VineVault, including transit times.
## Orders shipping via VineVault are due:
* **Central Coast (PSO/SMA)** - Mondays @ 1:00pm PST with no holds
* **Napa Valley (WDI)** - Thursdays @ 1:00pm PST with no order holds
* **Willamette Valley (SHW)** - Mondays @ 1:00pm PST with no order holds
During low volume times, delivery windows can be extended past 30 days as the carrier accumulates shipments to a specific destination area. Regardless of volume, orders will be delivered no later than the 30-day mark or as arranged by VineVault and the recipient.
*Please note VVR is not a shipping carrier option offered by our Glenwillow, Ohio facility*
## Getting Started
Set up is quick and easy! Simply configure the shipping code **"VVR"** across all your systems.
# Web Service & Order Issues
Source: https://docs.winedirectfulfillment.com/documentation/orders/winedirect-web-service-&-order-issues
In the event that we experience Web Service outages or interruptions, please note that these types of disruptions with the Web Service may impact the transmission of orders from ShipCompliant.
Orders that attempt to batch **automatically through ShipCompliant** will have an exception generated, which must be manually cleared before the order will attempt to automatically transmit again.
To **remove the exception**, log into ShipCompliant and follow the below steps:
Navigate to the Orders Tab and select Fulfillment management from the drop-down menu
Under the Ready for Fulfillment section click the View/Process option next to the WineDirect fulfillment option
Using the check boxes next to the orders, select all orders with a fulfillment exception
Click the blue "More Actions Button"
Select "Remove Fulfillment Exception" from the drop-down menu
For more information, reach out to ShipCompliant support at [shipcompliantsupport@sovos.com](mailto:support@sovos.com) with any questions.
# Bottle Etching
Source: https://docs.winedirectfulfillment.com/documentation/packaging-and-customization/bottle-etching
Customize your large format or special vintages with a celebratory message for your customer’s milestones.
## Etching Options:
* **Personalized message**
* \$35 per bottle, includes one line of text and your choice of font from our font library
* Antique Gold, Silver Leaf, Gold Leaf, or Ebony finish
* Examples include ***“Congratulations”***, ***“Happy Birthday”***, or the recipient’s name.
* \*\*Custom artwork \*\*
* Setup Fee: \$65 (one-time) covers design import & etching preparation
* .ai files required
* Production Fee: \$35 per bottle, includes 1 logo per design, etching & standard Antique Gold, Silver Leaf, Gold Leaf or Ebony finish
* Examples include a charity’s or event logo with text ***“Thank you”***
Contact your ESM/AM to plan your custom etched bottle project.
*The etching offering is limited to the Green Island/American Canyon warehouse. Discuss transportation and planning with your ESM/AM.*
![Metallic Finish]( "Metallic Finish")
![Etching Machine]( "Etching Machine")
![Etching Sample]( "Etching Sample")
# Gift Boxes | Greyboard
Source: https://docs.winedirectfulfillment.com/documentation/packaging-and-customization/giftbox-offerings
WineDirect Fulfillment is pleased to offer gift boxes for use in special requests. These high-quality greyboard boxes provide an extra touch of presentation for your wine. Kept in stock at all warehouses for on-the-fly use or to pre-purchase for client-owned inventory and/or project builds.
## Information
* Boxes are available in 1, 2, 3 bottles, and 1.5 Magnum sizes.
* Utilizing the greyboard boxes for gifting is easy! Connect with your Account Manager to best configure for your use.
## Pricing
* 1 Bottle Box & Shipper - \$7.76/each
* 2 Bottle Box & Shipper - \$12.61/each
* 3 Bottle Box & Shipper - \$14.68/each
* 1.5L Magnum Bottle Box & Shipper - \$13.25/each
* Price includes greyboard box, outside shipper, black sizzle, and assembly.
![Giftboxes Pn]()
# Greeting Cards
Source: https://docs.winedirectfulfillment.com/documentation/packaging-and-customization/greeting-cards
Personalized greeting card options and setup instructions for gift orders
**Important for Ecommerce Clients Using Product Sync**
**Product Sync currently does not sync Greeting Card SKUs to Fulfillment in the correct format.** Before syncing these SKUs, please work with your Account Coordinator or Account Manager to configure them directly in your Fulfillment account.
## Greeting Card Options
WineDirect Fulfillment offers personalized greeting cards to enhance your customers' gift orders. When a shopper selects a greeting card SKU on your website and enters a personal message in the gift message field, WineDirect Fulfillment prints the message on the card and includes it in the shipment.
## How it works:
1. Select a greeting card from the options below or provide your own branded card.
2. If you provide your branded card, please send a sample for testing.
3. Submit a [Non-Wine SKU Setup Form](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/WD_Accessory,%20Food,%20Greeting%20Card,%20Insert,%20Packaging_Setup%20Form_V2.xlsx) to [csoperations@winedirectfulfillment.com](mailto:csoperations@winedirect.com) for the greeting card SKU.
4. When a customer adds a greeting card and gift message at checkout, the associated SKU must be included in the order sent to Fulfillment.
5. Gift messages submitted *without* a greeting card SKU will be printed on the packing slip by default.
6. **\$2.75** personalized greeting card message print (per order).
## Specifications and Requirements:
* Default font: **Lucida Handwriting, size 12**
* Character limit: **2,000 characters,** including spaces
* Layout options: **Landscape** or **Portrait**
### Custom Card Stock Recommendations:
**Cardstock thickness:** 0.013 inches (13 pt)
**Postcard (WineDirect Fulfillment Standard):**
* 13 pt recycled matte cover
* Size: **7" x 5"**
* **No envelopes**
**Foldable Cards:**
* 13 pt recycled matte cover
* Size: **7" x 10"** (folds to **7" x 5"**)
## Current Greeting Card Offering
Available at **all** WineDirect Fulfillment facilities:
## Option A: Harvest
![Harvest 1]()
## Option B: Thank You
![Thankyou 1]()
## Option C: Cheers
![Cheers 2]()
## Option D: Corks
![Corks 1]()
# Ribbon
Source: https://docs.winedirectfulfillment.com/documentation/packaging-and-customization/ribbon
With our in-house ribbon printer, the possibilities are endless. Customize your gift packaging with your logo-branded ribbon. Offer corporate clients the ability to include a message on the ribbon, or even the recipient’s name.
### Ribbon Options:
* Winery logo branded ribbon
* One color print
* Standard ribbon options
* Winery determines the application, WineDirect Fulfillment provides ribbon and printing.
* Billed as Value Added Service (VAS) based on use.
* Personalized message
* One color print
* Standard ribbon options
* Winery determines the application and provides messaging. WineDirect Fulfillment provides ribbon and printing.
* Billed as Value Added Service (VAS) based on use.
| Ribbon Application | Price per unit |
| ------------------------ | -------------- |
| 1" ribbon, gift box | \$2.25 |
| 1.75" ribbon, gift box | \$2.50 |
| 3" ribbon, gift box | \$2.75 |
| 1" ribbon, bottleneck | \$1.75 |
| 1.75" ribbon, bottleneck | \$2.00 |
| 3" ribbon, bottleneck | \$2.25 |
Ribbon colors: Champagne, Black, White, Merlot
Print colors: Black, Bronze, White, Matte Silver
# Bonded Wine Storage
Source: https://docs.winedirectfulfillment.com/documentation/products/bonded-wine-storage
Secure, Compliant Wine-in-Bond Storage
WineDirect Fulfillment maintains federal registrations with the Alcohol and Tobacco Tax and Trade Bureau (TTB), along with all required state licenses, to operate Bonded Wine Cellars at our fulfillment centers in:
* Sherwood, Oregon (SHW)
* Paso Robles, California (PSO)
These bonded facilities allow qualified wineries and wine businesses to store wine in bonded status while maintaining compliance with federal and state regulations.
***
## What Is Wine-in-Bond?
**Wine-in-Bond** refers to wine that remains under a federal bond and has not yet had applicable excise taxes paid. Wine held in bonded status is regulated under federal and state alcoholic beverage laws and may be stored, transferred, or removed only in accordance with those regulations.
**Tax-Paid Wine** refers to wine for which all applicable federal and state excise taxes have been reported and paid.
***
## Our Bonded Storage Services
WineDirect Fulfillment provides bonded wine storage for eligible clients at our federally registered facilities. When your wine is transferred into a WineDirect Fulfillment bonded inventory, we securely maintain it in bonded status until one of the following occurs:
* The wine is converted to tax-paid status, with applicable excise taxes reported and remitted.
* The wine is transferred in-bond to another qualified federally bonded wine facility designated by the client.
This service enables wineries to defer excise tax liability until product is removed from bond while benefiting from WineDirect Fulfillment's infrastructure and inventory management capabilities.
***
# Managing Bonded Transfers
To simplify compliance and reduce data entry, WineDirect Fulfillment has streamlined how bonded transfer information is managed throughout the platform.
## Bond & License Information Managed at the Location Level
Rather than storing bond and license information on individual transactions, WineDirect Fulfillment now manages this information directly on approved pickup and delivery locations.
Locations designated as **Bond Compliant** include the following fields:
* Company Name
* Contact Name
* Contact Email
* Contact Phone
* Bond Number
* License Number
This centralized approach improves accuracy, ensures compliance information remains up to date, and eliminates the need to repeatedly enter the same regulatory details on every transfer.
## Simplified Transfer Creation
Creating bonded transfers is now faster and more intuitive.
### Setting Up a Vendor Site
1. From the Fulfillment Portal, navigate to: `Administration >> Pickup/Delivery Locations >> Select Supplier Name >> Add New`
2. Create a Site Code (name) and check the **Bond Compliant** checkbox.
3. Fill out all required fields, including the **Bond Information** section (Permit and License #).
![Image]()
### Bonded Storage Transfer IN
When creating a **Bonded Storage Transfer IN**:
* Users are required to select a source location marked **Bond Compliant**
* Source bond information is automatically associated through the location record
* No manual source bond entry is required
![Image]()
### Bond-to-Bond Transfer OUT
When creating a **Bond-to-Bond Transfer OUT**:
* Only select if transferring out of WineDirect Fulfillment to a bond-compliant warehouse or facility
* Users select a destination location marked **Bond Compliant**
* Destination bond and license details are automatically populated from the location record
* No manual destination bond number entry is required
![Image]()
## Location Requirements
For all bonded transfer transactions:
* A pickup or delivery location is required, regardless of delivery method
* The selected location must be designated as **Bond Compliant**
This ensures that all bonded transfers are supported by the required regulatory information before the transaction can proceed.
***
## New Transfer Type: Bond to Tax-Paid Transfer OUT
WineDirect Fulfillment now supports a dedicated **Bond to Tax-Paid Transfer OUT** transaction type.
This transfer type:
* Is specifically designed for inventory being removed from bonded status
* Supports operational workflows associated with tax-paid conversion
* Vendor site does not need to be Bond Compliant
This distinction provides greater visibility into inventory movements and helps support downstream tax reporting and compliance processes.
***
# Improved Transaction Visibility
## Case Quantity Display
To provide an additional validation point for customers, carriers, and receiving partners, WineDirect Fulfillment now displays calculated case quantities on:
* Inventory IN transactions
* Inventory OUT transactions
* Transfer creation screens
* Transfer detail pages
Displaying both bottle and case counts helps users quickly verify shipment accuracy before inventory moves occur.
***
# Receiving Wine into Bond
To ensure regulatory compliance, all inbound Wine-in-Bond shipments must include the following information on the bill of lading.
## Required Documentation
* Federal registry number of the originating bonded facility
* Name and address of the shipment origin
* Wine identification, including:
* Vintage
* Varietal
* Appellation
* Wine type:
* Still
* Sparkling (natural or artificial)
* Dessert/Fortified
* Packaging format:
* Case Goods
* Bulk
* Quantity (reported in gallons to two decimal places)
* Alcohol by volume (ABV)
Incomplete documentation may delay receipt and processing.
***
# Enhanced Bill of Lading (BOL) Documentation
To better support regulatory compliance and carrier documentation requirements, Bills of Lading now include additional product and tax-status information.
## Additional BOL Fields
* Alcohol Percentage (Alc %)
* Case Quantity UOM
* Bottle Size
* Tax Status (Bond or Tax Paid)
* Total Gallons
These enhancements provide greater transparency for trading partners while supporting federal and state compliance requirements related to bonded inventory movement.
***
# Bonded Inventory Management
## Inter-Facility Transfers
To optimize storage capacity and operations, WineDirect Fulfillment may transfer bonded inventory between WineDirect Fulfillment bonded fulfillment centers as needed.
* WineDirect Fulfillment covers the transportation cost of the transfer
* Standard bonded long-term storage rates apply at the receiving facility
* All transfers remain compliant with federal and state bonded storage requirements
***
# Excise Tax Management
## Client Responsibility
Clients are responsible for reimbursing WineDirect Fulfillment for all applicable federal and state excise taxes incurred when wine is removed from bonded status and converted to tax-paid inventory.
Tax amounts are determined based on:
* Current federal and state tax rates
* Production volume eligibility
* Wine classification and alcohol content
* Applicable regulatory requirements
## Small Winery Tax Credits
Qualifying wineries may be eligible for tax relief under the Craft Beverage Modernization Act (CBMA).
To receive applicable credits:
1. Provide documentation demonstrating eligibility prior to removal from bond.
2. Ensure all required information is submitted before tax reporting occurs.
If eligibility documentation is not provided, excise taxes will be assessed at the standard rate applicable to the wine classification.
## Tax Billing
Excise taxes paid by WineDirect Fulfillment on behalf of clients are:
* Invoiced monthly following payment to the applicable tax authority
* Due within 20 calendar days of the invoice date
***
# Storage and Handling Fees
## Long-Term Storage
Bonded inventory storage requires enrollment in WineDirect Fulfillment's Long-Term Storage (LTS) program.
Storage fees are charged according to the current WineDirect Fulfillment Rate Sheet and applicable Fulfillment Services Agreement (FSA).
## Inventory Handling Fees
Standard inventory handling fees apply to bonded inventory, including:
* Inventory receiving (IN)
* Inventory removal (OUT)
* Inventory transfers
These fees follow the standard WineDirect Fulfillment Rate Sheet.
***
# Reporting & Compliance
## Bonded Inventory Reporting
WineDirect Fulfillment has rebuilt its Bonded Inventory Reporting to improve data accuracy, consistency, and reliability.
These reporting enhancements support WineDirect Fulfillment's internal compliance and state filing processes, helping ensure bonded inventory records remain aligned with regulatory reporting requirements.
> **Note:** Bonded Inventory Reporting is an internal WineDirect Fulfillment operational tool used to support regulatory filing and compliance activities and is not client-facing. An administrative fee is associated with filing services. Refer to your WineDirect Fulfillment Rate Sheet for current pricing.
***
# Why Store Wine-in-Bond with WineDirect Fulfillment?
* Federally licensed bonded facilities across key wine regions
* Simplified bond-to-bond transfer workflows
* Centralized management of bond and license information
* Dedicated Bond to Tax-Paid transfer functionality
* Enhanced Bills of Lading for compliance and audit support
* Improved inventory visibility through case quantity displays
* Regulatory compliance expertise for bonded inventory management
* Support for excise tax administration and CBMA tax credits
* Scalable national fulfillment infrastructure
Whether you're storing inventory prior to tax payment, transferring wine between bonded facilities, or preparing inventory for release into the marketplace, WineDirect Fulfillment provides a compliant, efficient, and scalable bonded storage solution designed specifically for the wine industry.
# Cancelling an Inventory In Request
Source: https://docs.winedirectfulfillment.com/documentation/products/cancelling-an-inventory-in-request
Two methods for cancelling Inventory In requests in the fulfillment system
After processing an Inventory IN, there are two ways to cancel an Inventory In request:
## Option 1 to Cancel:
1. Go to **'View "Inventory In" Requests'** to look up the Inventory In request:
![View Inventory In Requests interface]()
2. Once the desired Inventory In has been located, click the **three-dot icon** to the right of the specified Inventory In and select **Cancel Order** from the dropdown action:
![Cancel order from three-dot menu]()
3. Confirm any confirmation window to save changes.
## Option 2 to Cancel:
1. Go to **'View "Inventory In" Requests'** to look up the Inventory In Order/Reference Number in the search field
2. Click into the desired Inventory In and select **Cancel this Order** option in the red box in the upper left corner:
![Cancel this order button]()
3. Confirm any confirmation window to save changes.
**Reminder:** Inventory In submissions can only be canceled if they have a status of **"Fulfilling"** or **"Draft"**. **"Processing"** or **"Closed"** submission statuses cannot be canceled in the system.
# Cancelling an Inventory Out Request
Source: https://docs.winedirectfulfillment.com/documentation/products/cancelling-an-inventory-out-request
Two methods for cancelling Inventory Out requests in the fulfillment system
After processing an Inventory Out, there are two ways to cancel an Inventory Out request:
## Option 1 to Cancel:
1. Go to **'View "Inventory Out" Requests'** to look up the Inventory Out request:
![View Inventory Out Requests interface]()
2. Once the desired Inventory Out has been located, click the red **DEL box** to the right of the OUT number listed:
![Delete button for Inventory Out]()
3. Confirm any pop-up confirmation windows and proceed to Cancel.
## Option 2 to Cancel:
1. Go to **'View "Inventory Out" Requests'** to look up the Inventory Out Order/Reference Number in the search field
2. Click into the desired Inventory Out and select **Cancel this Order** option in the red box in the upper right corner:
![Cancel this order button]()
3. Once canceled, click the confirmation window to save any changes.
**Reminder:** Inventory Out submissions can only be canceled if they have a status of **"Fulfilling"** or **"Draft"**. **"Processing"** or **"Closed"** submission statuses cannot be canceled in the system.
# Create/Edit Products
Source: https://docs.winedirectfulfillment.com/documentation/products/create-edit-products
Step-by-step instructions for creating new and editing existing product SKUs directly from the fulfillment portal
WineDirect Fulfillment is proud to expand the features offered within the Fulfillment platform, which continues to supply our clients with real-time order and data management.
Among these newest feature launches is the ability for clients to Create and Edit new and existing product SKUs directly from the fulfillment portal!
This article will take the user through step-by-step instructions on the following actions:
* **Create a single New Product**
* **Edit a single Existing Product**
* **Create New Products in Bulk**
* **Edit Existing Products in Bulk**
## Create a Single New Product
To begin, the user will need to fill out the requested fields from the dropdown menus:
### Required Fields:
**Supplied By:**\* The Supplier that will be supplying the product (ex: the parent brand if applicable)
**Sellable By:**\* The Customer(s) that will be selling the product. If a stand-alone account, these fields will list the same client name
**Item Type:** Choose from the dropdown of item types:
* Accessory
* Food
* Gift Set
* Insert/Collateral
* Packaging
* Pick-To-Order
* Wine/Sparkling
**Click Go**
![Create New Product Interface]()
The next page will populate with fields applicable to the selected Item Type configuration. Red-highlighted fields are mandatory for the item to be correctly saved. After all information has been inserted, the user must click **Save** to create the SKU successfully.
> Orders containing only non-wine product types (Accessory, Food, Insert/Collateral) will automatically trigger our non‑wine flag, so these orders ship without an adult signature requirement, ensuring a smoother and more successful delivery experience. Ask your Account Manager to help open up your non-wine shipping channels.
## Edit an Existing Product
To begin, the user will need to fill out the requested fields from the dropdown menus:
### Required Fields:
**Supplied By:** The Supplier that will be supplying the product (ex: the parent brand if applicable)
**Product SKU:** Begin to type the SKU or click the dropdown option to search through the listing of active SKUs and select the SKU to edit
**Click Go**
![Edit Existing Product Interface]()
The next page will populate with fields applicable to modifying the selected Item Type configuration. After all information has been edited, the user must click **Save** to create the SKU successfully.
## To Create/Edit Bulk SKUs:
Our Account Coordinator team is on hand to assist you with the bulk creation or editing of large amounts of SKUs. To begin the process, please select the product setup form below that matches the type of SKUs you want to create in bulk. Complete all areas of the form and submit to [csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com), and we will take care of the rest!
* [Wine SKU Setup Form](https://winedirectfulfillment.com/wp-content/uploads/2026/01/WD_WINE_Setup-Form_V2-4.xlsx)
* [Non-Wine SKU Setup Form](https://winedirectfulfillment.com/wp-content/uploads/2026/01/WD_Accessory-Food-Greeting-Card-Insert-Packaging_Setup-Form_V2-3.xlsx)
* [GSET/PTO Setup Form](https://winedirectfulfillment.com/wp-content/uploads/2026/01/WD_GSET-or-PTO_Setup-Form_V2-5.xlsx)
![SKU Setup]()
If you need to add a new greeting card SKU or a large-format wine bottle (3L and larger), please work with your Account Coordinator or Account Manager.
Review greeting card requirements [here](https://docs.winedirectfulfillment.com/documentation/packaging-and-customization/greeting-cards).
Because large-format bottles require specialized outer packaging, they must be configured by our team to ensure accurate packaging, storage, and shipping calculations. These products will be set up as a GSET to support correct shipping volumetrics.
# Deactivating a SKU/Product
Source: https://docs.winedirectfulfillment.com/documentation/products/deactivating-a-sku-product
Step-by-step guide to remove SKUs from your product listing in the WD Portal
If a SKU is no longer for sale and you would like it removed from your product listing in the WD Portal, please follow the steps below.
## Step-by-Step Instructions
### 1. Navigate to Products
Go to the **"Products"** tab
### 2. Access Owned Products
Select **"Owned Products"** and **"Listing"**
![Owned Products Listing Selection]()
### 3. Search for SKU
You can enter the specific SKU you would like to remove or select from the results in your search query.
![SKU Search Interface]()
### 4. View SKU Details
Click on your **Supplier SKU** or **Winedirect SKU** to view the details of the SKU.
### 5. Deactivate the SKU
Click on the red **X "Deactivate"** icon on the upper left side of the product details and confirm any confirmation window that appears.
![Deactivate SKU Button]()
### 6. Cancel Option Available
If you wish to cancel the deactivation, you may select the **"Cancel Deactivation"** button.
Once a product is deactivated, it will be **removed from your product listing**.
If you have any questions, please contact your **Account Coordinator** or your **Account Manager**.
# Inventory Activity
Source: https://docs.winedirectfulfillment.com/documentation/products/inventory-activity
Track specific inventory movement results based on search attributes and date ranges
The Inventory Activity page populates specific inventory movement results based on a series of search attributes.
![Inventory Activity Report Interface]()
The Inventory Activity report is used for end-of-month inventory reporting. It can be run by the vendor, a selected warehouse, a custom date range, or one of the five preset date ranges made available with the all-new WineDirect fulfillment search criteria.
You can limit your search to a specific SKU or a specific sub-inventory.
Uncheck "Only Show SKUs with Activity" to obtain a report of inventory that has not been moved during the selected date range.
After clicking search, you will have the ability to export your inventory activity list to an Excel spreadsheet.
The data provided from the search results can be further sorted by clicking any header to sort from small to large volume. Viewing sorted data like this will capture and group all insufficient inventory together which will allow for a more comfortable and concise view.
# Inventory Consumption
Source: https://docs.winedirectfulfillment.com/documentation/products/inventory-consumption
End-of-month inventory reporting and storage velocity tracking for SKUs
The Inventory Consumption report is used for end-of-month inventory reporting and storage velocity on SKUs.
![Inventory Consumption Report Interface]()
The Inventory Consumption report is used for end-of-month inventory reporting and storage velocity on SKUs. This report can be run by the vendor, a selected warehouse, a custom date range, or one of the five preset date ranges made available with the all-new WineDirect fulfillment search criteria.
The date range is auto-populated to 90 days, presenting the starting number of cases and bottle consumption for each SKU over those 90 days, ending with the case amount as of the last day of the 90-day period.
After clicking search, you will have the ability to export your inventory consumption list to an Excel spreadsheet.
# Long Term Storage
Source: https://docs.winedirectfulfillment.com/documentation/products/long-term-storage
Long Term Storage options and capabilities with seamless inventory management
WineDirect is happy to expand its storage options and capabilities to our clients. This updated structure provides seamless inventory management within your Fulfillment Portal. Easy one-step transfers, full visibility into real-time inventory counts, as well as Bonded reporting and tax filings on your behalf.
* Full case quantities only
* 48-hour OUT/IN SLA
* Utilizing Long Term Storage (LTS) will reset Short Term Storage (STS) to List Price
* Sub-Inventory Moves, or virtual transfers - are not allowed between different storage categories (i.e. Bonded => LTS or LTS => STS). Inventory must be transferred via a physical OUT + IN process."
* Inventory velocity & aging analytics will be made available via our embedded Business Intelligence tool to help facilitate inventory movements & allocation between STS & LTS
* WineDirect reserves the right to store bonded and long-term wine at other WineDirect-owned and operated locations.
* This will be fully communicated during the planning stages to best strategize multi-warehouse configurations.
Click [HERE](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/Bonded%20Wine%20Storage%20Addendum_2025.pdf) for full terms and details.
Ask your Account Manager to get started!
# Owned Products
Source: https://docs.winedirectfulfillment.com/documentation/products/owned-products
Information on SKUs owned by a specific supplier with listing and inventory sub-options
The Owned Products tab offers information on SKUs owned by a specific supplier.
The Owned Products menu option in the all-new WineDirect fulfillment portal has been broken into two sub-options: listing and inventory.
![Owned Products Menu Interface]()
## Sub-Options
### Listing
View detailed information about your owned product SKUs
### Inventory
Access inventory-specific data for your owned products
# Sellable Products
Source: https://docs.winedirectfulfillment.com/documentation/products/sellable-products
View your catalogue of SKUs provided to WineDirect Fulfillment via Product Setup or Product Sync
The Sellable Products tab allows the client to view the catalogue of SKUs that has been provided to WineDirect Fulfillment via a Product Setup form or Product Sync (for WineDirect eComm user only).
To begin, the user can Select their Account, Item Type and/or Specific SKU:
![Sellable Products Interface]()
\*Please note, if no item type or SKU is selected, the system will populate the broadest data pull
# Short Term Storage
Source: https://docs.winedirectfulfillment.com/documentation/products/short-term-storage
Short Term Storage fees and calculations for inventory at WD Fulfillment Centers
You may maintain up to a 90-day supply of each product at WD Fulfillment Center(s). STS fees will be charged on any product inventory that remains at the WD Fulfillment Center(s) for longer than 90 days in accordance with current storage rates. **Any inventory in excess of the respective three months' shipments will be charged storage for that month at the rate of \$0.95* per case.*\*
Charges will be invoiced after the end of the third month for each monthly cycle, and payment will be due according to the contract terms. No credit will be applied for months where inventory is less than the total of applicable shipments.
## What is eligible for STS charges?
* STS fees are charged for the following inventory types: Food, Inserts/Collateral, Greeting Cards, Wine, Gift Sets (GSETs), and Accessories
* STS fees are not charged for Packaging and Pick-to-Order (PTO)
## How are my STS fees calculated?
SKU calculates Short Term Storage fees by looking at a given SKU's inventory activity over three (3) months/ninety (90) days. The system looks at the beginning quantity and subtracts the quantity shipped, the quantity adjusted (OUT requests, for example), the quantity damaged, and the quantity kitted (put into GSETs). The resulting number will be used to calculate Short Term Storage fees.
For example, if your ending quantity is 5 cases on hand and your billing rate is $0.95* per case, the calculation is $0.95 x 5 cases = \$4.75 invoiced.
| **DECEMBER BILL** | **=** | **Sep 01 Total Inventory Count** | **MINUS** | **Total unit shipments for Sep + Oct + Nov** | **=** | **Excess Inventory** | **MULTIPLIED BY** | **\$0.0792**\* |
| ----------------- | ----- | -------------------------------- | --------- | -------------------------------------------- | ----- | -------------------- | ----------------- | -------------- |
| **JANUARY BILL** | **=** | **Oct 01 Total Inventory Count** | **MINUS** | **Total Unit Shipment for Oct + Nov + Dec** | **=** | **Excess Inventory** | **MULTIPLIED BY** | **\$0.0792**\* |
\* Please check your rate card to review your STS billing rate.
# Subinventories
Source: https://docs.winedirectfulfillment.com/documentation/products/sub-inventories
Overview of WineDirect Fulfillment subinventory features for optimized inventory management
We have advanced our Subinventory Move feature to make movement between your virtual subinventories even more intuitive!
The WineDirect Fulfillment portal offers many unique features that help clients optimize their inventory management. One of those is our subinventory feature. Subinventories are the in-system ability to aggregate inventory into separate categories for fulfillment by order type or release preference. Clients may use one of the many configured subinventory titles already existing in the system or create their own. In addition to customized selections, the system includes default subinventories. These are listed below and exist to allow for further visibility into inventory reconciliation.
**Primary:** The **Primary** subinventory is the most recognized and default inventory sub in the system. This subinventory is used to reserve and fulfill all orders not otherwise mapped to the Club subinventory. If there is no inventory available to be reserved for orders, the orders will automatically go on hold due to *insufficient inventory*. Once inventory is received and the associated Inventory-In submission has been closed, inventory will automatically be reconciled into the Primary subinventory.
**Club:** The **Club** subinventory allows for all orders reflecting a Club order type to fulfill only from this inventory allotment. Inventory can be moved to and from this inventory pool by using the Inventory Move tool. If configured, only orders with the Club order type will seek fulfillment from this inventory pool. If there is insufficient inventory within this subinventory, club orders will automatically go on hold due to *insufficient inventory*. Once inventory is received and the associated Inventory-In submission has been closed, inventory will automatically be reconciled into the Primary subinventory.
**QA:** The **QA** subinventory is defined as the inventory pool for SKUs that have not passed our "Quality Assurance" check and, therefore, are held in this subinventory to ensure they are not used to fulfill orders. Our thorough quality assurance process monitors the caliber of received or returned product in the warehouse. Damage to bottles, labels, corks, foil, etc., will cause a product to fail to be returned into QA inventory. Bottles accumulated, and all movement within this subinventory is visible within our Inventory, Inventory Activity & Inventory Consumption reports. The QA inventory pool will deplete upon the product being returned to the client on a monthly or pre-arranged cadence.
**Inventory Out Subinventory:** The **Inventory Out** subinventory allows for the visibility of inventory that is pending movement out of the warehouse to its destination listed on the associated Inventory OUT submission. Once SKUs have been submitted and received into this subinventory, they cannot be used to fulfill orders. Inventory will remain queued in this subinventory until the delivery has been completed and the associated Inventory OUT has been closed.
**Transfer to GLW:** This inventory pool is used to visualize queued inventory destined to be received into our Glenwillow, Ohio, warehouse facility via an Inter-Center Transfer submission. This subinventory will only appear on inventory reports if the client is bi-coastal and transfers have been arranged.
**Transfer to WDI:** See above - transfer of inventory from Glenwillow, Ohio, to the American Canyon/WDI facility.
**Transfer to SMA:** See above - transfer of inventory from Glenwillow, Ohio, to the Santa Maria, CA facility.
**Transfer to PSO:** See above - transfer of inventory from Glenwillow to Paso Robles, CA facility.
# Subinventory Move
Source: https://docs.winedirectfulfillment.com/documentation/products/sub-inventory-move
Instructions for executing an Inventory Move from one subinventory to another within the fulfillment portal.
This article instructs how to execute an Inventory Move from one subinventory to another within the fulfillment portal.
![Manage Sub-Inventory Levels interface]()
Moving inventory to reserve or hold for an upcoming allocation is easy with just a few clicks!
## Step One:
* Select a Supplier
* Choose the Fulfillment Warehouse
* Select the From SubInventory\* (this is the subinventory that the product is being pulled **from**)
*The subinventories that will be available on the drop-down under the From Subinventories section are client-specific. If you are a bi-coastal client, you will find the additional two From Subinventories locations listed:*
* Transfer to GLW
* Transfer to SMA
**Attention:** These are not active sub-inventories to select when moving inventory. If inventory needs to be transferred to a different warehouse, the submission needs to be completed via an [Inter-Center Transfers](/s/products/inter-center-transfers) submission.
**Pro-Tip:** The default subinventory is "Primary" for all products.
## Step Two:
Type in and select the SKU from the drop-down field. The field will populate and alert the client of how many bottles or units are available to move of the SKU:
![SKU selection and inventory availability]()
* Select the Move to SubInventory from the dropdown
* Select the Quantity to move
* Repeat this action to list the desired movement:
![Inventory movement configuration]()
## Step Three:
Once all desired SKU and SKU amounts have been listed, clicking **Submit Move Request** will complete the action, and the inventory will be adjusted in real time.
![Submit move request confirmation]()
All moves will be reflected immediately in your inventory listing and can be visible in the **Inventory Activity & Owned Inventory Pages**.
# Create IN Request
Source: https://docs.winedirectfulfillment.com/documentation/products/transfers-physical-inventory-movement/create-in-request
How to execute an Inventory IN submission to transfer inventory into designated WineDirect fulfillment warehouse
This article explores how to execute an Inventory IN submission to transfer inventory into the designated WineDirect fulfillment warehouse.
To begin, the user will need to select a record from the dropdown attributes for four (4) categories:
**Select a Supplier**\* This is the Winery/Client Name
**Transfer Type**\*
* **Bonded Inventory In** Use for non-Taxpaid inventory from the Customer's Bonded location to WineDirect's Bonded inventory.
* **Long-Term Inventory In** Use for Taxpaid inventory not expected to move through Fulfillment orders.
* **Inventory In (Short Term)** Use for Taxpaid inventory expected to move through Fulfillment orders.
**Destination Warehouse**\* - location of the WineDirect Fulfillment Center where inventory is to be moved
* Glenwillow
* Green Island
* Paso Robles
* Santa Maria
* Willamette Valley
**Reference Number**\* This is a unique title that the user generates to name and if need be, reference the specific transfer submission. This reference number cannot be duplicated within the same Winery/Client account.
Once these selections are made, if applicable, the system will inform the user if the selected warehouse and transfer type has Subinventories available within.
![IN Request Initial Setup]()
A new submission form will populate where the client will need to complete the fields listed in specific categories.
## General Information
The first category, General Information, will list the fields that were previously completed: Reference Number, Vendor, Warehouse, Transfer Type & when the submission was created, submitted and closed.
![IN Request General Information]()
## Delivery Information
The next section titled \*\*Delivery Information \*\*will house the fields needing completion for location and timing of transfer:
**Expected Delivery Date:** WineDirect requests that all Inventory IN submissions are submitted at least 48 hours/ two (2) business days in advance of physical movement. For example, if the submission is created on Monday, the earliest expected delivery date would be Wednesday.
**Delivery Method:**
* **Client Drop-Off:** representation from the winery will physically deliver the inventory submitted.
* **WineDirect Pickup:** if this is selected, a driver from the designated WineDirect fulfillment house will collect the submitted inventory from the requested address supplied in the next section.
**Site Code:** an address from the dropdown must be selected if the WineDirect pickup method is chosen. \*if additional site codes need to be added to this drop-down list, that action can be done [here](https://winedirect-documentation.document360.io/preview/winedirect-fufillment-docs/en/e6d3009a-9350-453a-b40f-277cffa4360c/1).
![IN Request Delivery Information]()
## Line Items
This section allows the client to enter the SKUs requested on the submission. There are a few different ways to add the SKUs; via adding a Line Item (SKU) line by line, or by downloading a template which will allow the user to add a large amount of SKUs at once and upload the form into the system.
![IN Request Line Items]()
**Download Template:** A template is available for immediate download by clicking the Download Template button or clicking [here](https://cdn.document360.io/7485bb4a-23de-4afb-8cc6-1aefa93abbfa/Images/Documentation/WD%20Import%20Line%20Items.xlsx)
Enter the requested columns titled as:
* **SKU:** the specific SKU names of the product(s)
* **Subinventory:** the specific subinventory that the user requests the received inventory placed into. Note: only one subinventory can be used per Inventory IN submission. To re-allocate product into subinventories after initial receipt, please use the Move Inventory feature.
* **Quantity:** units of each SKU requested. For wine product, quantity in bottles must be used.
Save the template and use the Upload New Line Items button to import the saved file into the system.
**Add a Line Item:** Once this button is clicked, the user's portfolio of SKUs will generate via a dropdown. The SKU can then be typed or selected via the dropdown.
* Select the Subinventory the requested product will be received into
* Add the quantity units of each SKU requested. For wine product, quantity in bottles must be used.
![IN Request Add Line Item]()
## Notes
The form contains a section titled Notes which allows for the user to include any information specific to the collection or delivery of requested inventory. For example, if a specific gate code or phone number should be communicated to our warehouse driver.
![IN Request Notes]()
## Submit
Once all of the requested SKUs have been entered, the form will need to be submitted by clicking the Submit button. This will save the form and send it to the appropriate warehouse team to prepare for staging.
As the submission moves through the execution stage with the fulfillment team, the user will be able to view the progression status on the top right corner of the IN submission.
![IN Request Submit]()
Please Note: if the submission is closed out prior to being 'Submitted', the entry will remain in 'Draft' mode available to be looked up and saved in the system for future editing.
# Create OUT Request
Source: https://docs.winedirectfulfillment.com/documentation/products/transfers-physical-inventory-movement/create-out-request
Instructions on how to create an Inventory Out Request
This article will provide instructions on how to create an Inventory Out Request. To begin, the user will need to select a record from the dropdown attributes:
**Select a Supplier:** this is the Winery/Client Name
**Destination Warehouse**: location of the WineDirect Fulfillment Center where inventory is to be pulled from
* Glenwillow
* Green Island
* Paso Robles
* Santa Maria
* Willamette Valley
**Priority**
* **Normal:** indicates our normal SLA of 48 business hours/2 (two) business days
* **Rush:** alerts the fulfillment team to prepare and stage the requested SKUs for immediate client pickup. Due to this being a stop process on the floor, a \$50.00 charge is incurred for the use of this priority.
**Transfer Type**\*
* **Bonded Inventory Out:** "bonded" signifies that the wine is stored in a bonded warehouse and has not yet had excise taxes (like duty and VAT) paid on it.
* **Long Term Inventory Out:** This selection will pull allocated wine from the library storage, where it is located.
* **Short-Term Inventory Out:** this type of OUT should be used for general inventory residing in the Primary or other adjacent sub-inventories.
* **Warehouse Transfer:** this type of OUT should be selected for transferring inventory from one WineDirect warehouse to another for bi-coastal clients; formally known as an Inter-Center warehouse transfer. Click here to learn more about Inter-Center Warehouse Transfers
**Delivery Method**
* WD Delivery to Client
* WD Shipment to Client
* WD transfer to Glenwillow FC\*
* WD transfer to WDI FC\*
\*to be used with the transfer type of warehouse transfer
**NEW! Add B2B Details (optional)** For clients who wish to have wholesale OUTs collected at the originating WineDirect Fulfillment center, this section is available to enter in the vendor details:
* Carrier
* Client P.O.
* OUT Order Type
* DTT (Delivery to Terminal, for freight purposes)
* Wholesale
* Estimated Pickup Date
![OUT Request Form]()
![B2B Details Section]()
![OUT Request Configuration]()
**Add Products**: A dropdown of available SKUs will populate, allowing the user to type or select the requested line item.
![Add Products Interface]()
**Subinventory:** Select the subinventory that the requested SKU is being pulled from.
**Quantity:** Once the designated subinventory has been selected, the quantity field will populate with the number of available units/bottles for transfer. The selected quantity cannot exceed the available quantity listed for any given SKU.
**Add Notes:** The user can leave additional information here that will be visible to the warehouse inventory team. Examples of notes could be: reference numbers to other inventory submissions, communication to our warehouse delivery driver, etc.
**\*\*NEW!** Add Files (optional): For clients who wish to include external files with their OUT submission, click the Add Files icon.
![Addfiles1 Pn]()
By clicking this icon, the system will open the user's file folder, allowing them to select the specific file they wish to include within the OUT submission.
The above steps can then be repeated until all requested SKUs have been added to the Inventory OUT
**Submit the Order:** When the order has been completed, the user can click Submit the Order
**Start Over:** Should the submission need to be canceled, this button will remove all information from the system and allow the user to begin again.
New: Additonal B2B search filters have been added to the Search Inventory OUT section, allowing you to search for your B2B OUT submissions even faster!
![B2bout 1]()
# Transfers: Inter-Center Transfers
Source: https://docs.winedirectfulfillment.com/documentation/products/transfers-physical-inventory-movement/inter-center-transfers
Complete guide to creating and managing Inter-Center Transfer requests between WineDirect warehouses
## What is an Inter-Center Transfer?
The Inter-Center Transfer process allows clients to create an inventory movement submission that grants the client full visibility into each stage of the inventory move from one warehouse to another.
## How does the Inter-Center Transfer benefit our clients?
**Key Customer Benefits:** • Bypass the OUT fees traditionally incurred via Inter-Center Transfers • Automated billing: system-generated billing based on actual transfer quantities • Increased Inventory Visibility through the Inter-center transfer process: o Inventory moves from
1. Origin sub-Inventory
2. Reserve for Warehouse Transfer sub-inventory
3. In Transit for Warehouse Transfer sub-inventory
4. Destination sub-Inventory
## How to Create an Inter-Center Transfer
From the fulfillment portal home page, click: **Products-> Inter-Center Transfers Create-> Create:**
![Intercenter 1]()
1. Complete the following fields:
* Select a Supplier: Name of Winery
* Reference Number: Unique ID
* Email: Email of the user submitting the transfer
* From Warehouse: The WineDirect Fulfillment warehouse, where the inventory originates from
* To Warehouse: The WineDirect Fulfillment warehouse, where the inventory is transferred to
* Transfer Type: warehouse transfer
2. Click **Add Products** to move to the next section and begin adding SKUs. As you begin typing the SKU, the SKU will populate in the dropdown listing how many bottles and all sub-inventories it is available within in the originating warehouse.
![Inter Transfer 1]()
3. Select the sub-inventory that the transfer will be accepted into at the arrival facility:
![Inter 3]()
4. Click **Add** to add the line item SKU, and repeat this action to list all applicable SKUs to move in the transfer:
![Inter 4]()
5. Click **Save** when all SKUs have been listed. This will take you to the final draft of the transfer, allowing you to review before clicking **Submit**:
![Inter 6]()
## Canceling an Inter-Center Transfer
In the event you need to cancel an Inter-Center Transfer before it has been submitted:
* Find and click on "Search Inter-Center Transfer."
* Locate and click on the 3-dot icon near the right-hand side of the page
* Select Delete
* A small window will appear asking to confirm deleting the specific Inter-Center Transfer number
* Click on the "Confirm" icon
![Inter 7]()
## Inter-Center Transfer Schedule:
WineDirect Fulfillment offers weekly temperature -controlled truck services from our West Coast facilities, CA facility, to our Glenwillow (GLW), OH facility to enable bi-coastal shipping. Please refer to your Rate Card for your Inter-Center Transfer rate. For Clubs, delivery to WineDirect Fulfillment is recommended 4 weeks before the ship date out of GLW.
[Click here for a .pdf of our transfer schedule](https://winedirectfulfillment.com/wp-content/uploads/2026/01/Transfer_Schedule.pdf)
# Transportation Guidelines (WDI)
Source: https://docs.winedirectfulfillment.com/documentation/products/transportation-guidelines-wdi
Transportation schedule and guidelines for WDI American Canyon location
**Please Note:** The transportation schedule below pertains to all accounts fulfilled from the WDI, American Canyon location. For all other fulfillment locations, please contact your Account Manager to be informed of the delivery and transportation schedule.
## Schedule & Contact Information
**DAYS:** Monday thru Friday
**HOURS:** Business Hours: 8:00 am to 4:00 pm
Appointment times available between 8:00am to 3:00pm with confirmed appointment
**LOCATION:** 450 Green Island Rd American Canyon, CA 94503; Door D5
**CONTACT:** [ITR@winedirectfulfillment.com](mailto:ITR@winedirectfulfillment.com)
## Transportation Service
WD offers **complimentary transportation within a 70-mile radius** of our American Canyon, CA facility. We maintain a set weekly route schedule. If you need service beyond the 70-mile radius or have inventory that needs to be delivered sooner than our schedule, please get in touch with our Receiving Department, and we can recommend transportation partners.
If you want products delivered or picked up by WD, email [**ITR@winedirectfulfillment.com**](mailto:ITR@winedirectfulfillment.com) to schedule. Please reference your **Transfer IN or OUT #** in your email.
## Truck Capacity
WD trucks have an **8-pallet capacity maximum**. Please submit In and Out requests with the 8-pallet limitation in mind. For reference:
* 12 bottles x 56 cases = 672 bottles (56 cases = 1 Pallet)
* 672 bottles x 8 pallets = **5,376 bottles**
## TRUCK SCHEDULE
| **MON** | **TUES** | **WED** | **THU** | **FRI** |
| ---------- | ---------- | --------- | ---------- | ---------- |
| Napa | Windsor | Calistoga | Windsor | Napa |
| Rutherford | Healdsburg | Sonoma | Healdsburg | Rutherford |
| Calistoga | Napa | Napa | Napa | Calistoga |
| St. Helena | | | | Sonoma |
| Sonoma | | | | Santa Rosa |
## DELIVERIES
For inventory directly delivered to our facility, kindly give our Receiving Team a heads up by emailing [**ITR@winedirectfulfillment.com**](mailto:ITR@winedirectfulfillment.com) and adding the respective **Inventory IN request #** on the company line along with **"WineDirect"** or **"Receiving"** along with including the **Inventory IN request #** as a reference # on the label.
These extra steps will help to ensure the timely receipt of the inventory.
![Transportation Guidelines Reference]()
# Advanced Analytics
Source: https://docs.winedirectfulfillment.com/documentation/reports/advanced-analytics
Embedded reporting suite for comprehensive fulfillment business insights
The Advanced Analytics is an embedded reporting suite extracted from SIGMA that allows the client to:
* **Prebuild common reports**
* **Access to explore data individually**
* **Ability to create customized reports**
![Advanced Analytics landing page with report categories]()
## Landing Page Overview
The Landing Page consists of different categories that allow the client to view the full scope of their fulfillment business.
Based on the attributes that is selected (see below), various metrics of shipping and order data will populate once prompted. The user can select from:
* **Specific brand** (if enterprise account)
* **Specific date range**
* **Order type**
* **Fulfillment center** (if bicoastal/utilizing multiple warehouses)
![Advanced Analytics filter options and selection interface]()
## Orders & Shipments
This chapter will cover all aspects of the client's orders and shipments fulfillment data, including:
* **Volume & Cost breakdown**
* **Shipment Volume by Month**
* **Shipments by Service Level**
* **Shipments by Order Type**
*The infographics will auto-populate a percentage increase/decrease of last period data for comparison.*
![Orders and Shipments analytics dashboard with volume and cost data]()
## Finance
The Finance chapter will cover different metrics such as:
* **Package Costs** broken down by total charges by month
* **Charges by brand**
* **Charges by carrier service**
* **Total charges by order type**
## Inventory
This page will populate a breakdown of **inventory velocity** for the user, allowing them to view specific inventory categories such as:
* **Aged Inventory**
* **Real-time On Hand SKUs**
* **Aging Items & Aging Units**
***
The Advanced Analytics suite provides comprehensive insights into your fulfillment operations, enabling data-driven decision making across all aspects of your business.
# Scheduled Emailed Reports
Source: https://docs.winedirectfulfillment.com/documentation/reports/scheduled-emailed-reports
The ability to create and email reports via excel is now available in the system via an array of search attributes allowing the user to specify and customize such data.
Clicking Add New will open a blank window with several fields that will need to be selected from the dropdown. The different reports that are available to scheduled and sent out via email are:
* Inter-Center Transfers
* Inventory - IN Receipts
* Inventory- OUT Receipts
* Recalls
* Redirects
* Returns
Once the specific action report is selected, the report date range will need to be selected along with three email recipients. The user can then customize the email subject as well as body of the email.
The dates and times of the email will need to be scheduled; selecting the desired time from the drop-down as well as the days of the week the email will be sent.
![Scheduled Emailed Reports]()
The user will then need to click **Done** to save changes. Repeat this action to configure as many email reports as needed for different data.
# GLW-PSO
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/glw-pso
Bi-Coastal Shipping Map from PSO, CA - GLENWILLOW (GLW) FC with TX from GLENWILLOW (GLW) FC
## Bi-Coastal Shipping Map from PSO, CA - GLENWILLOW (GLW) FC with TX from GLENWILLOW (GLW) FC
![Bi-Coastal Shipping Map from PSO, CA - GLENWILLOW (GLW) FC with TX from GLENWILLOW (GLW) FC]()
# GLW-SHW
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/glw-shw
Bi-Coastal Shipping Map to WILLAMETTE VALLEY (SHW) FC with TX from GLENWILLOW (GLW) FC
## Bi-Coastal Shipping Map to WILLAMETTE VALLEY (SHW) FC with TX from GLENWILLOW (GLW) FC
![Bi-Coastal Shipping Map to WILLAMETTE VALLEY (SHW) FC with TX from GLENWILLOW (GLW) FC]()
# GLW-WDI
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/glw-wdi
Bi-Coastal Shipping Map from WDI, CA - GLENWILLOW FC with TX from GLENWILLOW (GLW) FC
## Bi-Coastal Shipping Map from WDI, CA - GLENWILLOW FC with TX from GLENWILLOW (GLW) FC
![Bi-Coastal Shipping Map from WDI, CA - GLENWILLOW FC with TX from GLENWILLOW (GLW) FC]()
# PSO-GLW
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/pso-glw
Bi-Coastal Shipping Map from PSO, CA
## Bi-Coastal Shipping Map from PSO, CA
![Bi-Coastal Shipping Map from PSO, CA]()
# SHW-GLW
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/shw-glw
Bi-Coastal Shipping Map from SHW, OR to GLENWILLOW FC with TX from WILLAMETTE VALLEY, SHW
## Bi-Coastal Shipping Map from SHW, OR to GLENWILLOW FC with TX from WILLAMETTE VALLEY, SHW
![Bi-Coastal Shipping Map from SHW, OR to GLENWILLOW FC with TX from WILLAMETTE VALLEY, SHW]()
# SMA-GLW
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/sma-glw
Bi-Coastal Shipping Map from SMA, CA to GLENWILLOW, OH
## Bi-Coastal Shipping Map from SMA, CA to GLENWILLOW, OH
![Bi-Coastal Shipping Map from SMA, CA to GLENWILLOW, OH]()
# WDI-GLW
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/bi-coastal-maps/wdi-glw
Bi-Coastal Shipping Map from WDI, CA - GLENWILLOW FC with TX from GREEN ISLAND (WDI) FC
## Bi-Coastal Shipping Map from WDI, CA - GLENWILLOW FC with TX from GREEN ISLAND (WDI) FC
![Bi-Coastal Shipping Map from WDI, CA - GLENWILLOW FC with TX from GREEN ISLAND (WDI) FC]()
# Shipping Maps & Zones
Source: https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/shipping-maps-and-zones
Here you will find a description and maps of all of the WineDirect Fulfillment facilities and carrier zones, including time-in-transit. Click on the originating warehouse to learn more.
## [WDI (American Canyon), CA](https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/american-canyon-wdi-fc)
## [Paso Robles, CA](https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/paso-robles-pso-fc)
## [Santa Maria, CA](https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/santa-maria-sma-fc)
## [Sherwood, OR](https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/sherwood-shw-fc)
## [Glenwillow, OH](https://docs.winedirectfulfillment.com/documentation/shipping-maps-and-zones/glenwillow-glw-fc)
# v25.10.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.10.1
Version 25.10.1 Release - October 9, 2025
## Improvements to existing features
* Added new user-facing descriptions for holds/exceptions to improve clarity of order status and action items.
![Shiptoaddress Pn]()
* Updated the Advanced Analytics access protocol to improve security; also allows Portal access for Internal WineDirect users.
* Added a CAPS LOCK notification for Portal login fields.
![Capslock Pn]()
* Added secret text code along with QR Code for two-factor authentication setup.
![Scanqrcode Pn]()
* Added support for larger format bottles in the Portal product management pages.
## Bug Fixes
* Fixed a minor bug where the browser back button caused an error on the first click after drilling down(clicking through) a Dashboard report to get to the Order Search page.
# v25.10.2 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.10.2
Version 25.10.2 Release - October 31, 2025
## New Features
* **Portal:** Full release of new **Advanced Shipping Tools**: [**Reschedule (UPS)**](https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/rescheduling-a-package) and [**HAL/AP Address Updates (FedEx + UPS)**](https://docs.winedirectfulfillment.com/documentation/orders/advanced-shipping-tools/hold-at-location). Added permissions to all users with existing ability to submit Redirect/Recall request.
* **Portal:** Updated UI to include an auxiliary profile menu.
![Updated UI Pn]()
## Improvements to existing features
* **Portal:** Updated UI to refine left menu usability:
* WD/Brand logo now points to the Home/Dashboard page.
* Changed name of Bookmarks link to Favorites, and added logic to only show when being actively used.
* Reordered links under the Orders section by Order vs Shipment, then by most used.
* **WMS:** Enhanced containerization logic to improve operational efficiency.
* **C7:** Added a check to prevent duplicated SKUs with “**-duplicate**” in the name from being synced.
## Bug Fixes
* **Portal:** Corrected the Exception count displayed on the **Delivery Exceptions** page.
* **Portal:** Corrected the On Orders calculation for PTO items.
* **Portal:** Corrected the On Hand count displayed by sub-inventory on the **Back Orders** page.
* **Portal:** Resolved a problem that caused order exceptions for some clients with new warehouse selection rule configurations.
* **C7:** Resolved an issue where clients without **Inventory Sync** enabled were receiving unnecessary error notifications.
# v25.11.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.11.1
Version 25.11.1 Release - Nov. 15, 2025
## New Features
* **C7:** Order features released for limited BETA use.
![C7orders 1 Pn]()
![C7orders 2 Pn]()
* **Portal:** Bulk Order Update v2 has been released for limited BETA use.
* Search/Filter by SKU #
* Expand orders in search results to see SKU details
![Bulk Updatev2 Pn]()
* Add/Remove SKUs
![Bulk Updatev2 2 Pn]()
* Bulk Order Update Report page to review orders after submission.
![Bulk Updatev2 3 Pn]()
## Improvements to Existing Features
* **Portal:** Simplified primary left navigation menu.
* **Portal:** Added the ability to cancel Inventory INs from the detail page when the current status allows.
* \*\*Portal: \*\*Implemented a caching mechanism to improve carrier validation processing speeds.
* **Portal:** Completed refinements to package depletion functionality.
* **C7:** Various minor updates across Product and Inventory features.
## Bug Fixes
* **Portal:** Resolved an issue with some cross-reference SKUs not showing in the Sellable Inventory Listing.
* **Portal:** Added VAS charges to Direct Shipping Invoice.
# v25.11.2 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.11.2
Version 25.11.2 Release - Nov. 30, 2025
## New Features
* **WMS:** Added processes to dynamically route Non-Alcohol (NA) Shipments to NA carriers.
## Improvements to Existing Features
* **Portal:** Updated the shipment email notification monitoring and retry mechanisms to catch potential failure scenarios.
* **Portal:** Updated the Carrier Validation process to further optimize performance:
* Reducing repeat requests during reprocessing of edited orders.
* Improved caching logic to reduce requests on standard shipments.
* **WMS:** Updated greeting card configuration logic to improve alignment accuracy and recognize line breaks.
* **C7:** Added compliance workflow to the Order app in beta release.
## Bug Fixes
* **Portal:** Fixed an issue affecting some RedChirp notification requests.
* **C7:** Implemented various minor updates to Inventory sync workflow to prevent errors.
# v25.12.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.12.1
v25.12.1 Release - December 31, 2025
## New Features:
* **Portal**: Full release of [Bulk Order Update v2](/documentation/orders/bulk-order-update#live-now-bulk-order-update-v2:) to all users with permission to v1.
* **C7**: Added functionality to define C7 bundles as WD GSETs within the product sync feature.
## Improvements to Existing Features:
* **Portal**: Added a field for Requested Ship Date in the Back Orders export file.
* **Portal**: Added item detail sub-section to orders in the View Orders search results.
* **C7**: Updated inventory sync reporting with new fields and labeling to help clarify the availability calculation.
* **C7**: Added capability to manage order processing workflow based on validation from ShipCompliant.
* **C7**: Added functionality to resubmit orders.
## Bug Fixes:
* **Portal**: Fixed a bug where cancelled orders were being included in the weather-hold order count.
* **WMS**: Resolved a minor issue affecting certain OUT shipments and preventing normal inventory activity syncing/reporting.
# v25.6.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.6.1
Version 25.6.1 Release - June 1, 2025
# New Features
* Initial components to support the HAL/AP address update feature (beta)
* Enhanced B2B functionality for Inventory OUTs - additional fields for better inventory out tracking and improved data capture for business-to-business transactions
![New B2B fields for Inventory OUTs]()
# Improvements to Existing Features
* Addition of Fulfillment Date timestamp to Order Details
* Addition of Requested Ship Date column to the Back Orders report
* Enhancements to INs/OUTs backend processes to reduce errors and manage retries when needed
# Bug Fixes
* Consistency updates for Back Orders report calculations and labeling
* Elimination of errors and data misalignment in View Shipments exports
* Fix to GSET component quantity calculation
* Fix for shipping notification CC email failures
For questions about this release or to report issues, please contact our support team.
# v25.6.2 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.6.2
Version 25.6.2 Release - June 12, 2025
# Improvements to Existing Features
* Billing Engine calls to the container and service levels were refined
* UPS zone data was updated
# Bug Fixes
* Missing historical Inter-Center transfer data was loaded
* Updates were made to improve processing for Orders and INs with the same SKUs on multiple lines
* Own Inventory SKU search was updated to fix an On Orders calculation issue
For questions about this release or to report issues, please contact our support team.
# v25.6.3 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.6.3
Version 25.6.3 Release - June 19, 2025
# New Features
* New Maine shipping label requirement has been added
* Updates to support the HAL/AP delivery address functionality (beta)
# Improvements to Existing Features
* Return Reason added to the Returned Shipments and Order Details pages
# Bug Fixes
* UPS integration switched from SOAP to REST API
* Technical updates to fix intermittent processing issues with orders, INs, and OUTs
* Fixes for Order Detail and shipping Permit picker elements that weren't working as expected
For questions about this release or to report issues, please contact our support team.
# v25.6.4 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.6.4
Version 25.6.4 Release - June 26, 2025
# New Features
* New functionality added to allow client DMARC configuration in parallel with basic notification sender masking
# Improvements to Existing Features
* Users can now cancel Quarantined orders from the Order Details page
* Additional error handling steps for:
* Storage invoice creation
* Product creation
* New processes to manage post-reservation inventory checks; reducing technical exceptions
# Bug Fixes
* Fixed issue with duplicate inventory allocation
* Resolved timezone inconsistencies in order timestamps
* Corrected calculation errors in shipping cost estimates
* Minor issues resolved for various features, including:
* Line haul carrier validation and billing
* OPAK selection logic
* Inventory activity processes (improving consistency and accuracy)
* SLA logic and error handling
For questions about this release or to report issues, please contact our support team.
# v25.7.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.7.1
Version 25.7.1 Release - July 3, 2025
# Improvements to Existing Features
* Improvements to Inventory Activity accuracy:
* Technical refinement to the On Order quantity calculation
* Updates to processes handling receipt of a single line on an Inventory IN over multiple receipt transactions
* Added functionality to include holidays in the calculations for Future Requested Ship Dates releases
* Maintenance tasks completed for BI and developer tools
# Bug Fixes
* Changed the sub-inventory value in Back Order report to be consistent with user expectation
* Improved error handling between Salesforce and Billing Engine to reduce exceptions
For questions about this release or to report issues, please contact our support team.
# v25.7.2 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.7.2
Version 25.7.2 Release - July 10, 2025
# New Features
Implemented new and improved Claims processing tools:
* Added Client ability to submit a Claim request directly from the Shipment record in the Portal (email not necessary)
* Added specialized workflow and field set added to the Claim case record in Salesforce to boost support efficiency
# Improvements to Existing Features
* Updated the Back Order Report to allow multiple Accounts to be searched at the same time
* Updated Bulk Order Update to search by Requested Ship Date
* Reinstituted previous Portal 2 functionality to add Requested Ship Date when missing, or if sent for a past date
# Bug Fixes
* Shipment updates from API gateway now include the Out For Delivery UPS event (RedChirp fix)
* Removed the ability to execute redirect/recall actions for shipments that are not eligible (e.g. "Delivered")
* Fix for missing timestamps on Reroute Dashboard
* Fix for ReShip order reference naming behavior
* Fixed WMS weight calculation between DIM vs. actual/physical
* Various technical changes to optimize processes between WMS/Billing Engine/Salesforce
For questions about this release or to report issues, please contact our support team.
# v25.7.3 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.7.3
Version 25.7.3 Release - July 17, 2025
# New Features
* Updated Next/Nearest Warehouse selection logic to support production beta testing
* Created a new API endpoint for confirming Shipping Instructions
# Improvements to Existing Features
* Automated reprocessing of post reservations inventory exceptions (INV-005/006)
* Enhanced shipment notification error handling/retry processes
* Enhanced other processes related to OUTs, Billing Engine, and Discount Configuration
# Bug Fixes
* Fixed the ReShip workflow to retain expected fields from original record
* Fixed issues with edited orders failing to retain the updated Notification Template value
* Fixed Sellable Inventory lookups for packaging product type SKUs
* Fixed the configuration functionality for Visitor Center (VC) order types from the Portal
* Fixed issues causing address related errors with Inventory OUTs
For questions about this release or to report issues, please contact our support team.
# v25.7.4 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.7.4
Version 25.7.3 Release - July 17, 2025
# New Features
* Refined the UI workflow for the new HAL/AP Address Update feature. (beta)
![Image 20250726 224334 Pn]()
# Improvements to Existing Features
* Updated the Vinum55 ship zone data
* Added a timestamp to order date for INs and OUTs.
* Technical update made to collect and log additional SLA calculation data.
# Bug Fixes
* Updated the process to lookup INs/OUTs to ensure both customer reference # and WD # return results in the rare cases where the IDs match.
* Added processing steps to prevent INs from being submitted before the entire set of uploaded SKUs (line items) is finished loading.
* Technical change applied to the IN/OUT processes to eliminate billing errors due to duplicate requests.
* Technical change applied to IN/OUT processing to ensure records can move to Closed when the same SKU shows on multiple lines.
For questions about this release or to report issues, please contact our support team.
# v25.7.5 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.7.5
Version 25.7.5 Release - July 31, 2025
# Improvements to Existing Features
* Created a new GLS label to meet new requirements.
* Improved order edit workflow by preventing updates that remove all SKU quantities (eliminates resulting stuck orders).
* Improved error handling for WillCall order closing processes.
* Improved the accuracy of the consumer volume limit check in the order validation workflow.
* Optimized Billing Engine processes to improve efficiency under heavier record loads.
* Updated technical processes that build automated validations for new releases.
* Updated all action buttons in Portal windows to use the same layout/style (improving navigation consistency).
# Bug Fixes
* Fixed an issue preventing the WD TRAN-IN #'s from returning records in the Inter-Center Transfer search page.
* Fixed an issue where phone numbers were failing to update on some orders when edited.
* Fixed an issue to ensure customer order numbers prefixed with "#" are returned in Portal and REST API order detail lookups.
* Fixed an issue causing the "Ship To" name to fail to update when editing an address.
# v25.8.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.8.1
Version 25.8.1 Release - August 7, 2025
# New Features
* Activated the sending of inventory adjustments for the packaging used in shipments. Client SKU'd packaging will now auto-deplete daily.
* Refined the HAL/AP address lookup to promote locations that accept alcohol. \[BETA]
* Added new SMA/WDI warehouse selection rule to use for testing Next/Nearest functionality. \[BETA]
* Added AI summary and document search functionality in the Portal for wider validation. \[BETA]
![Newproduct Release Pn]()
# Improvement to existing features
* Added a new retry process to manage some inventory adjustment process errors.
* Added user notification for errors occurring when Reships have duplicate order reference numbers.
* Updated the export file for Claims to align with the on-screen search results.
* Increased the character limit for order comments sent to the WMS.
* Enhanced Billing Engine data management processes to improve performance.
# **Bug fixes**
* Fixed an address mapping issue affecting some orders moving to the WMS.
* Fixed the Packing Slip mapping for Marketplace order submit payloads.
# v25.8.2 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.8.2
Version 25.8.2 Release - August 14, 2025
# **Improvements to existing features**
* Refined the greeting card configuration processes to improve printing quality and efficiency.
* Updated package dimensional input logic to round up to whole inch values; for instance, 16x***11.25***x13 will become 16x***12***x13.
* Refined the Volume Limit calculation related to the Seller reference to further improve accuracy.
* Updated transfer lookup logic so Inter-Center Transfer records no longer show up on the IN/OUT search pages.
# **Bug fixes**
* Fixed ReShip functionality to ensure Sellable Inventory is driving SKU assignment for the new order created.
* Fixed an issue where order items were not getting created on some ReShip orders.
* Fixed a condition that prevented Greeting Card invoices from generating as expected.
# v25.8.3 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.8.3
Version 25.8.3 Release - August 28, 2025
# **New Features**
Released an AI documentation search (Ask a Question) feature within the Portal. \[BETA]
![A Idoc 25 8 3 Pn]()
# **Improvements to existing features**
* Upgraded backend processes managing system events and inventory activity - simplifies architecture, optimizes performance, and increases resiliency in advance of OND.
* Added the Date Type selector component to the Bulk Order Update search, so users can search by Created Date **or** Requested Ship Date.
![Bulk 8 3 25 Pn]()
* Added extended date range search options for all current Scheduled Email Reports.
![Date 8 3 25 Pn]()
# **Bug fixes**
* Fixed minor bugs related to various functionality, including:
* Missing “RUSH” flags for Inventory OUTs in the WMS
* Missing permit expiration dates in Portal display
* Order detail Future Ship Date and Package Timestamp display\\
# v25.9.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.9.1
Version 25.9.1 Release - September 11, 2025
## New Features
* Integrating with UPS Reschedule Delivery API and building UI to reschedule shipments directly from the Portal.
* Updating the Portal with optional Two-Factor Authentication (2FA) functionality.
## Improvements to existing features
* Adding an Open Orders by Warehouse report back to the Home/Dashboard page
![Openorders Pn]()
* Adding permissions to support AI content search and future Portal support case integration. \[BETA]
* Adding OUT Order Type filter and column to the Inventory OUT Search page.
![Outfilter Pn]()
* Adding Status filters to the Scheduled Email Reports for Inter-Center, OUTs, and INs.
![Draftout Pn]()
* Adding Late Payment column to DTC invoice export file.
* Fixing order edits for personalization orders.
* Optimizations for Carrier Validation process management.
* Automating backend process steps to cancel orders recently activated in the WMS.
* Technical changes to support pre-deployment code change validation
## Bug Fixes
* Updating time zone displayed for shipments in Order Details.
* Technical Portal updates to optimize performance.
* Bulk reassignment of view transfer permissions.
# v25.9.2 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2025/v25.9.2
Version 25.9.2 Release - September 29, 2025
## New Features
Implemented a new automated order hold to allow for user order edits during peak carrier validation processing periods.
![Carriervalidation Pn]()
Added option to attach files to (B2B) Inventory OUT records in the Portal.
![B2bfilesattach Pn]()
Added POS Code and Shipping Preference configuration pages to the Ops Portal; increases efficiency for CS support work.
## Improvements to existing features
* Added "ALABAMA" prefix in Shipping Instructions for orders shipping to the state of Alabama.
* Updated links to product details in the Portal to use Supplier vs Seller context to determine the URL (destination).
* Optimized performance for the *Open Orders by Processing Status* and *Open Orders by Warehouse* dashboard reports in the Portal.
* Optimized backend processes managing carrier validation of orders.
* Restored workflow for Visitor Center (VC) order types.
* Implemented several refinements to improve the create/copy order workflow within the Portal.
## Bug Fixes
* Fixed an issue that prevented some users from viewing the Two-Factor configuration components.
# v26.1.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.1.1
v26.1.1 Release - January 2026
## New Features:
* **Portal:** Added an **Order Merge** feature with new order linking capability to help keep track of merged order relationships.
[Order Merge Documentation](https://docs.winedirectfulfillment.com/documentation/orders/order-merge#order-merge)
* **Portal:** A new version of \*\*Weather Holds \*\*launched with new features and functionality to improve usability, such as the ability to be configured by multiple warehouse facilities. Weather Holds can now be released in several different ways, including via a single order or a listing of orders, by zip code, multiple warehouse and/or by order type:
![Weatherhold 1 1]()
[Weather Hold Documentation](https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/configure-weather-holds)
## Improvements to Existing Features:
* **Portal:** Enhanced the Carrier Validation step in the order workflow to be more responsive to the variability of carrier processing performance. Further limits the amount of time orders can be in an un-editable *“Processing”* status.
* **Portal:** Adding item detail sub-section to orders in the View Orders search results.
![Release 1]()
* **Portal:** Added new ability to search by order set (multiple order IDs) in the [View Orders](https://docs.winedirectfulfillment.com/documentation/orders/view-orders) page. \_Also included in the *[*Weather Hold*](https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/configure-weather-holds)* upgrade. \_
![Release 2]()
* **WMS:** Enhanced the shipment processing workflow to reduce the likelihood that orders temporarily show "*Partially Shipped"* status due to sync timing.
* **C7:** Added capability to edit Seller SKU in Product Sync and “select all” in Order List.
## Bug Fixes
* **Portal:** Resolved minor issues related to packing slip template assignments and mixed PTOs/GSETs display on orders.
* **C7:** Resolved minor issues related to forcing compliance and filtering non-physical items.
# v26.2.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.2.1
v26.2.1 Release - February 2026
### New Features
* **Portal**: Added a Merged Order reporting in Advanced Analytics.
![Mergor 1]()
### Improvements to Existing Features
* **Portal**: Updated the Inventory Activity report in Advanced Analytics to match the previous Portal version (includes subinventories).
* **Portal**: Updated order validation workflow to reserve inventory before Shipping Instructions holds are implemented.
* **Portal**: Expanded automated quarantine clearing process to include updates to certain seller/supplier configurations.
* **C7**: Added option to exclude orders from syncing to fulfillment when manually releasing.
### Bug Fixes
* **C7**: Resolved an issue with orders changed from pickup to ship.
* **WMS**: Resolved potential address and label issues related to Access Point locations.
# v26.3.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.3.1
v26.3.1 Release - March 2026
### New Features
* **Portal**: Implemented a new [shipment notification template](https://docs.winedirectfulfillment.com/documentation/administration/templates/shipments) editor tool.
* **Portal**: Added [Out for Delivery](https://docs.winedirectfulfillment.com/documentation/administration/templates/out-for-delivery) to the available shipment notification events.
* **Portal**: Added order linking functionality to [ReShip](https://docs.winedirectfulfillment.com/documentation/orders/re-ship-an-order#creating-the-reship) orders to assist with finding related orders.
* **C7**: Added capability to sync tracking numbers back to (original) orders merged in the Portal when Order Sync module is active.
### Improvements to Existing Features:
* **Portal**: Added [Order Set search](https://docs.winedirectfulfillment.com/documentation/orders/bulk-order-update#bulk-order-update) to Bulk Order Update tool.
* **Portal**: Added [Requested Ship Date ](https://docs.winedirectfulfillment.com/documentation/orders/view-orders)filter to View Orders page.
* **Portal**: Added [Requested Service filter ](https://docs.winedirectfulfillment.com/documentation/orders/view-orders)to View Orders page.
* **Portal**: Added additional B2B fields to the [Inventory OUT search page](https://docs.winedirectfulfillment.com/documentation/products/transfers-physical-inventory-movement/create-out-request) filters and results.
* **Portal**: Updated the Back Order report with the option to check for all potential shortages (includes orders/items that haven’t attempted reservation).
* **Portal**: Implemented a new [Subinventory Move ](https://docs.winedirectfulfillment.com/documentation/products/sub-inventories)version with an improved workflow.
* **Portal**: Added an option to export orders with line items included from [View Orders ](https://docs.winedirectfulfillment.com/documentation/orders/view-orders)page.
* **Portal**: Added more multi-select filtering options in the [Weather Hold](https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/manage-weather-holds) configuration page.
* **C7**: Added Sales Attribute and Tag filters to the order list.
* **C7**: Expanded the order list search and approval functionality to better manage large order batches.
### Bug Fixes:
* **Portal**: Resolved an issue preventing order edits to PTO item lines.
* **Portal**: Resolved a volume limit calculation issue, and completed a full re-validation of all volume limit rules to ensure expected execution and accuracy.
* **C7**: Resolved an issue with the “Canceled” order fulfillment status not showing in the Order Sync list.
# v26.4.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.4.1
v26.4.1 Release - April 2026
### New Features:
* **Portal**: Advanced Notification Management/Hold-at-Location Merge Tags
* Portal: Status Page Modernization
* Migrate System Status Page to [Incident.io](http://Incident.io)
* Embed the Status Page widget in the Portal login page
### Improvements to Existing Features:
* Shipment Notification Reporting Upgrades
* This improves shipment notification reporting, enabling teams to more confidently measure and troubleshoot notification performance, including support for the Out for Delivery event.
* Order Item Detail Exports
* This adds line-item details to exports, enabling customers to perform more downstream analysis without extra manual work.
* New Order Filters
* This improves searchability on View Orders so customers can find what they need faster.
* Weather Hold UI Improvement
* Implemented additional search component improvements to the Manage Weather Holds page.
### Other:
* Added SKU Quick Look to Shipment Search so users can view SKU details without leaving the page.
* Restored Merge Tags reference content in the template editing flow so users can find tag details while editing.
* New “Returning” shipment status to improve tracking of packages in return transit.
# v26.5.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.5.1
v26.5.1 Release - May 2026
### New
#### Available for Pickup Notifications
A new shipment notification event for packages that have arrived at a pickup location, such as a UPS Access Point or FedEx Hold at Location. A starter template is included, and the event can be configured alongside your other notification [assignments](https://docs.winedirectfulfillment.com/assignments).
#### Estimated Delivery Date
Estimated delivery dates now appear on Order Details, Shipment Search, and Shipment Details, and are available as a [merge tag](https://docs.winedirectfulfillment.com/documentation/orders/shipment-notifications/merge-tags) so expected arrival timing can be included in customer notifications.
#### Commerce7 Order Management Controls
New controls over how [Commerce7](https://docs.winedirectfulfillment.com/documentation/integrations/commerce7) orders enter fulfillment:
* Order approval mode can now be configured per sales channel, with Automatic, Manual, and Never Send options.
* Quarantined, carryout, and pickup orders are now identified as requiring no fulfillment action, keeping them out of operational queues.
* Automatic batch naming now uses more meaningful channel and club values, and the generated name can be overridden during manual bulk approval.
### Updates
* **Portal**: Product records now support a separate internal warehouse description, so operational and packing slip language can differ from the customer-facing product description.
* **Portal**: Accounts configured for UPS three-attempt delivery can now opt out of it from the Portal.
* **Portal**: Updated maintenance event styling on the system status page.
* **C7**: Resolved issues affecting inventory synchronization, product and SKU errors, and order transmission.
# v26.6.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.6.1
v26.6.1 Release - June 2026
### New
#### Commerce7 Order Sync Enhancements
Fulfillment status now flows further through the [ShipCompliant](https://docs.winedirectfulfillment.com/documentation/integrations/shipcompliant) integration. When tracking is posted, shipments move from Sent to Fulfillment to Shipped, and delivery events are polled and posted back so orders progress to Delivered.
* Native [Commerce7](https://docs.winedirectfulfillment.com/documentation/integrations/commerce7) order summaries can now be opened directly from the order list.
* Additional Club Order functionality is supported during order import.
#### Inventory Insights Reporting
New reporting to help you manage inventory levels across warehouse and subinventory locations.
### Updates
* **Portal**: Shipment views now show detailed shipment status across shipment details, update reports, exceptions, redirects, recalls, and reshipments.
* **Portal**: New Sellable Inventory page, with performance improvements for large inventory batches.
* **Portal**: Resolved an issue where shipment pages could show the carrier and service level from the original order rather than the carrier actually used.
* **Portal**: Resolved an issue affecting tracking links in notification templates.
* **Portal**: Resolved a validation issue on [Arrive55](https://docs.winedirectfulfillment.com/documentation/orders/white-glove/arrive55) orders where the wrong phone number field was checked.
* **Portal**: Improved automatic clearing of next and nearest warehouse holds when inventory is insufficient.
* **C7**: Resolved issues where SKU updates could overwrite fulfillment product type values, and where corrected SKU descriptions could revert.
# v26.7.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.7.1
v26.7.1 Release - July 2026
### New
#### Bonded Transfer Management in the Portal
A new Portal interface for creating and managing Bonded Inventory [IN](https://docs.winedirectfulfillment.com/documentation/products/transfers-physical-inventory-movement/create-in-request) and [OUT](https://docs.winedirectfulfillment.com/documentation/products/transfers-physical-inventory-movement/create-out-request) requests, replacing the previous manual process and supporting expanded bonded reporting. Delivered alongside it:
* Vendor site selection is now required on bonded requests and restricted to bond-compliant sites, replacing the previous freeform source and destination bond fields.
* Item Case Quantity has been added to Inventory IN, OUT, and Transfer records.
* The Bill of Lading format now carries additional item attributes.
* [Pickup and Delivery Site](https://docs.winedirectfulfillment.com/documentation/administration/pickup-delivery-locations) configuration now validates required fields on entry.
#### Notification Template Assignments v2 — *Limited Release*
Shipment notification templates can now be assigned per carrier, so a single event can use different messaging depending on which carrier handles the shipment. [Template cloning](https://docs.winedirectfulfillment.com/clone) has been expanded to let you select which events to copy, and a new DTC first-scan template is available.
[Configure your notification assignments](https://docs.winedirectfulfillment.com/assignments)
*This is currently enabled for a limited group of clients while we validate it. Contact your account manager if you'd like to be included.*
### Updates
* **Portal**: Added an items-per-page control to the [Manage Weather Holds](https://docs.winedirectfulfillment.com/documentation/orders/weather-holds/configure-weather-holds) page.
* **Portal**: Arrive55 orders now support delivery event tracking for more accurate delivery status.
* **Portal**: Resolved an issue where gift set and pick-to-order component SKUs could duplicate onto their own line items when copying or [merging](https://docs.winedirectfulfillment.com/documentation/orders/order-merge) an order.
* **Portal**: Resolved an issue where next-nearest warehouse routing did not apply correctly to orders containing pick-to-order SKUs.
* **Portal**: Resolved a date offset issue affecting displayed dates.
* **Portal**: Resolved an issue where some [returned orders](https://docs.winedirectfulfillment.com/documentation/orders/returns) did not reflect Returned status.
* **Portal**: Resolved an issue with processing status on partially received Inventory IN requests.
* **C7**: Resolved an issue that could create duplicate orders.
* **C7**: Resolved an inventory location error in the integration.
# v26.8.1 Release
Source: https://docs.winedirectfulfillment.com/release-notes/2026/v26.8.1
v26.8.1 Release - August 2026
## New
#### Bottle Serialization with Prooftag
Wines carrying a Prooftag authentication seal can now be serialized as they are packed. Each bottle is recorded individually at the packing station, and serialization data is delivered to Prooftag nightly so the authentication record stays current without any manual reconciliation on your side.
Serialization activity is reportable through [Advanced Analytics](https://docs.winedirectfulfillment.com/documentation/reports/advanced-analytics).
Direct-to-consumer serialization is billed at a flat rate per container.
*Serialization requires Prooftag-enabled SKUs and account setup. Contact your account manager if you'd like to enable it.*
#### Declared Value on Orders — *Limited Release*
You can now declare a value above standard coverage on an order and see the resulting fee before the order ships. The declared amount carries through to the warehouse with the order, so the coverage travels with the shipment rather than being handled separately.
Declared value can be set when [editing an order](https://docs.winedirectfulfillment.com/documentation/orders/edit-an-order/edit-an-order).
*This is currently enabled for a limited group of clients while we validate it. Contact your account manager if you'd like to be included.*
#### Failed Delivery Attempt Notifications
Two new shipment notification events are available: **Failed Attempt – First** and **Failed Attempt – Second**. You can now email your customers directly when a carrier attempts delivery and cannot complete it, which is typically the point at which they are most likely to reach out to you.
Templates can be assigned to both events the same way as any other event.
[Configure your notification assignments](https://docs.winedirectfulfillment.com/assignments)
#### Notification Template Assignments v2 — *Full Release*
The v2 assignment experience introduced last month is now available to all users with notification access, no longer limited to a validation group. Alongside the wider rollout, assignments are easier to work through at volume:
* Assignments now sort hierarchically and then by most recently updated.
* Assignment fields line up vertically across event sections, so a long list reads down the page consistently.
* Events sort in lifecycle order in both the dropdowns and on the assignment page, rather than alphabetically.
[Configure your notification assignments](https://docs.winedirectfulfillment.com/assignments)
## Updates
* **Portal**: **WILLCALL** is now available as an [order type](https://docs.winedirectfulfillment.com/documentation/orders/order-types/order-types), so pickup orders can be recorded as will-call rather than being submitted under a type that doesn't describe them. This keeps your order reporting and billing aligned with how the order is actually handled.
* **Portal**: The Expected Delivery Date [merge tag](https://docs.winedirectfulfillment.com/documentation/orders/shipment-notifications/merge-tags) now includes the day of the week alongside the date, so customers reading a notification don't have to work out which day a date falls on.
* **Portal**: Resolved an issue where [cloning a notification template](https://docs.winedirectfulfillment.com/clone) could apply later edits back to the original template.
* **Portal**: Resolved an issue where [Template Designer](https://docs.winedirectfulfillment.com/templates) test sends using sample values were not delivered.
* **Portal**: Resolved an issue where assigning a template to the first failed attempt event by order type returned an error in the previous assignments tool.
* **Portal**: Resolved an issue where entering more than one order number in the top search bar could cause the page to become unresponsive.
* **Portal**: Resolved an issue where pick-to-order SKUs did not populate on manually [created orders](https://docs.winedirectfulfillment.com/documentation/orders/create-an-order).
* **Portal**: Resolved a timezone issue affecting displayed fuel surcharge values.
* **C7**: Resolved an issue where Sent to WD dates displayed incorrectly.
* **C7**: Resolved an issue affecting refunded orders.
* **C7**: Resolved an issue where fulfillment status displayed as N/A in the order list.
# WineDirect Fulfillment Release Notes
Source: https://docs.winedirectfulfillment.com/release-notes/index
Stay up to date with the latest changes, improvements, and new features in WineDirect Fulfillment Portal & Gateway APIs.
# Recent Releases
Quick access to our most recent releases:
* [Version 26.9.1 - September 2026](/release-notes/2026/v26.9.1)
* [Version 26.8.1 - August 31, 2026](/release-notes/2026/v26.8.1)
* [Version 26.7.1 - July 31, 2026](/release-notes/2026/v26.7.1)
* [Version 26.6.1 - June 30, 2026](/release-notes/2026/v26.6.1)
For detailed change logs and older releases, please refer to the organized sections below or individual release pages in the sidebar.
# Release Notes by Year and Month
Browse through our releases organized by year and month to see what's new:
* [Version 26.9.1 - September 2026](/release-notes/2026/v26.9.1)
* [Version 26.8.1 - August 31, 2026](/release-notes/2026/v26.8.1)
* [Version 26.7.1 - July 31, 2026](/release-notes/2026/v26.7.1)
* [Version 26.6.1 - June 30, 2026](/release-notes/2026/v26.6.1)
* [Version 26.5.1 - May 31, 2026](/release-notes/2026/v26.5.1)
* [Version 26.4.1 - April 30, 2026](/release-notes/2026/v26.4.1)
* [Version 26.3.1 - March 31, 2026](/release-notes/2026/v26.3.1)
* [Version 26.2.1 - February 1, 2026](/release-notes/2026/v26.2.1)
* [Version 26.1.1 - January 31, 2026](/release-notes/2026/v26.1.1)
* [Version 25.12.1 - December 30, 2025](/release-notes/2025/v25.12.1)
* [Version 25.11.2 - November 30, 2025](/release-notes/2025/v25.11.2)
* [Version 25.11.1 - November 15, 2025](/release-notes/2025/v25.11.1)
* [Version 25.10.2 - October 31, 2025](/release-notes/2025/v25.10.2)
* [Version 25.10.1 - October 9, 2025](/release-notes/2025/v25.10.1)
* [Version 25.9.2 - September 25, 2025](/release-notes/2025/v25.9.2)
* [Version 25.9.1 - September 11, 2025](/release-notes/2025/v25.9.1)
* [Version 25.8.3 - August 28, 2025](/release-notes/2025/v25.8.3)
* [Version 25.8.2 - August 14, 2025](/release-notes/2025/v25.8.2)
* [Version 25.8.1 - August 7, 2025](/release-notes/2025/v25.8.1)
* [Version 25.7.5 - July 31, 2025](/release-notes/2025/v25.7.5)
* [Version 25.7.4 - July 26, 2025](/release-notes/2025/v25.7.4)
* [Version 25.7.3 - July 17, 2025](/release-notes/2025/v25.7.3)
* [Version 25.7.2 - July 10, 2025](/release-notes/2025/v25.7.2)
* [Version 25.7.1 - July 3, 2025](/release-notes/2025/v25.7.1)
* [Version 25.6.4 - June 26, 2025](/release-notes/2025/v25.6.4)
* [Version 25.6.3 - June 19, 2025](/release-notes/2025/v25.6.3)
* [Version 25.6.2 - June 12, 2025](/release-notes/2025/v25.6.2)
* [Version 25.6.1 - June 1, 2025](/release-notes/2025/v25.6.1)
# Template Copy
Source: https://docs.winedirectfulfillment.com/template-copy
Suggested copy for shipment notification emails across the fulfillment journey.
Below are suggested templates for shipment notification emails, organized by the event that triggers them. Each one includes the subject line, body copy, and the merge fields available for that message. Use as a starting point and tailor the messaging to fit your brand voice and customer experience goals.
## Shipped
The **Shipped** notification is sent when the shipment is manifested at the fulfillment warehouse, typically at the close of business. This notification lets recipients know their order has been processed and is preparing to enter the carrier's network.
Consider using assignment rules to tailor messaging by carrier and shipping method. For temperature-controlled shipments, the **Shipped** and **Carrier First Scan** notifications can work together to provide recipients with clear expectations around transit timing and delivery progress.
**Subject:** `{SOLD_TO_FIRST_NAME}`, your wine is on its way! 🍷
Hello `{SOLD_TO_FIRST_NAME}`,
Your order is on its way and will be delivered by `{CARRIER_NAME}`.
**Order Number:** `{ORDER_NUMBER}`
**Ship Date:** `{SHIP_DATE}`
**Shipping To:**
`{SHIP_TO_FIRST_NAME}` `{SHIP_TO_LAST_NAME}`
`{SHIP_TO_ADDRESS1}` `{SHIP_TO_ADDRESS2}`
`{SHIP_TO_CITY}`, `{SHIP_TO_STATE}` `{SHIP_TO_ZIPCODE}`
Use the tracking link below to follow your shipment and view the latest delivery updates.
> **Button:** Track Your Shipment → `{CARRIER_URL}`
Tracking Number: `{CARRIER_TRACKING_NUMBER}`
As a reminder, someone 21 or older must be available to sign for delivery. If you need help with your shipment or have questions about your order, please contact us directly.
Cheers,
**Subject:** Safe & Cool: Your Wine Begins Its Journey Now
Hello `{SOLD_TO_FIRST_NAME}`,
Your wine is on its way and traveling under temperature-controlled conditions to help ensure it arrives in optimal condition.
**Order Number:** `{ORDER_NUMBER}`
**Ship Date:** `{SHIP_DATE}`
**Shipping To:**
`{SHIP_TO_FIRST_NAME}` `{SHIP_TO_LAST_NAME}`
`{SHIP_TO_ADDRESS1}`
`{SHIP_TO_ADDRESS2}`
`{SHIP_TO_CITY}`, `{SHIP_TO_STATE}` `{SHIP_TO_ZIPCODE}`
**What to Expect**
Your order is currently traveling on a refrigerated truck as part of our temperature-controlled shipping program. It will remain in refrigerated transit to a hub near you before being transferred to `{CARRIER_NAME}` for final delivery to your address.
Once your shipment has been handed off to the final carrier and tracking becomes active, you'll receive a second shipping notification email with your tracking details and delivery updates.
Thank you for your patience as we take these extra steps to protect the quality of your wine during transit.
**Current Tracking Status:**
Your shipment is currently in temperature-controlled transit. Tracking details will be available once the package is transferred to `{CARRIER_NAME}` for final delivery.
Tracking Number: `{CARRIER_TRACKING_NUMBER}`
## First Scan
The **Carrier First Scan** notification is sent when the carrier performs its initial scan of the shipment. This typically occurs during pickup or at a carrier sorting facility, confirming that the package has entered the carrier's network.
Leverage assignment rules to tailor messaging based on shipping method, such as standard ground or temperature-controlled shipments, ensuring recipients receive the most relevant delivery expectations and guidance.
**Subject:** `{SOLD_TO_FIRST_NAME}`, your wine is moving through the carrier network 🍷
Hello `{SOLD_TO_FIRST_NAME}`,
Your shipment has received its first carrier scan and is now moving through the delivery network.
**Order Number:** `{ORDER_NUMBER}`
**Tracking Number:** `{CARRIER_TRACKING_NUMBER}`
**Carrier:** `{CARRIER_NAME}`
> **Button:** Track Your Shipment → `{CARRIER_URL}`
As a reminder, someone 21 or older must be available to sign when your wine is delivered.
Cheers,
**Subject:** Track Your Wine Shipment: Final Delivery Is Underway
Hello `{SOLD_TO_FIRST_NAME}`,
Great news! Your wine has completed its temperature-controlled journey and has now been transferred to `{CARRIER_NAME}` for final delivery.
**Order Number:** `{ORDER_NUMBER}`
**Shipping To:**
`{SHIP_TO_FIRST_NAME}` `{SHIP_TO_LAST_NAME}`
`{SHIP_TO_ADDRESS1}` `{SHIP_TO_ADDRESS2}`
`{SHIP_TO_CITY}`, `{SHIP_TO_STATE}` `{SHIP_TO_ZIPCODE}`
**Your Shipment Is Now in Transit**
Your package has been received by `{CARRIER_NAME}` and has received its first scan within the carrier's network. It is now on its way to your delivery address.
> **Button:** Track Your Shipment → `{CARRIER_URL}`
We encourage you to keep an eye on the tracking details for the latest delivery updates.
Thank you for your patience while we took extra care to protect your wine through temperature-controlled shipping. We look forward to it arriving safely at your door.
Cheers,
The Winery Team
**Carrier:** `{CARRIER_NAME}`
**Tracking Number:** `{TRACKING_NUMBER}`
**Track Your Package:** `{TRACKING_LINK}`
As a reminder, someone 21 or older must sign for your delivery. If you are unable to sign for your wine or need to update your shipping address, please contact us directly.
## Available for Pickup
**Available for Pickup** is intended for Hold-at-Location (HAL) orders. For both carriers, this notification is sent when tracking has been scanned as available for pickup. The template includes the \{PICKUP\_ADDRESS} merge tag, which is populated with the pickup location address provided by the carrier.
**Subject:** Your Wine Is Ready For Pickup! 🍷
Hello `{SHIP_TO_FIRST_NAME}`,
Great news! Your wine shipment is now available for pickup at your nearby `{CARRIER_NAME}` hold location:
`{PICKUP_ADDRESS}`
**What to bring:**
* A valid photo ID. The person picking up must be 21 years of age or older.
* Your order number and tracking number for reference. The carrier may ask for additional verification, especially if the name of the person picking up does not match the name on the shipment.
**Order #:** `{ORDER_NUMBER}`
**Tracking #:** `{CARRIER_TRACKING_NUMBER}`
> **Button:** Click here for Full Tracking Detail
## Out for Delivery
Help your shipping recipients avoid another missed shipment. The **Out for Delivery** notification is triggered when the carrier is en route, providing customers with a timely reminder that their package is scheduled for delivery that day.
**Subject:** `{SOLD_TO_FIRST_NAME}`, your wine arrives today 🍷
Hello `{SOLD_TO_FIRST_NAME}`,
Your order is out for delivery today. As a reminder, someone 21 or older must be present to sign, so it may be worth planning ahead if your schedule is tight.
**Order Number:** `{ORDER_NUMBER}`
**Shipping To:**
`{SHIP_TO_FIRST_NAME}` `{SHIP_TO_LAST_NAME}`
`{SHIP_TO_ADDRESS1}` `{SHIP_TO_ADDRESS2}`
`{SHIP_TO_CITY}`, `{SHIP_TO_STATE}` `{SHIP_TO_ZIPCODE}`
> **Button:** Track Your Delivery → `{CARRIER_URL}`
**Tracking Number:** `{CARRIER_TRACKING_NUMBER}`
**Carrier:** `{CARRIER_NAME}`
Cheers,
## Shipping Exception
Delays happen. The **Shipping Exception** notification is sent when the carrier reports an event that may affect the scheduled delivery date. Use the `{EVENT_COMMENTS}` merge tag to include carrier-provided details and keep recipients informed of any delivery disruptions.
**Subject:** `{SOLD_TO_FIRST_NAME}`, an update on your shipment 🍷
Hello `{SHIP_TO_FIRST_NAME}`,
Your recent shipment has a reported delivery exception from the carrier for the following reason:
`{EVENT_COMMENTS}`
`{TRACKING_LINK}`
> **Button:** View Shipment Status → `{CARRIER_URL}`
**Helpful Shipping Reminders**
Someone 21 or older must be present to sign for your order upon delivery.
The carrier will make 3 consecutive delivery attempts prior to your shipment being returned to us.
**Order information:**
`{SHIP_TO_ADDRESS1}`
Ship Date: `{SHIPPED_DATE}`
Order Number: `{ORDER_NUMBER}`
Carrier: `{CARRIER_NAME}`
Carrier Website: `{CARRIER_URL}`
Tracking Link: `{TRACKING_LINK}`
Cheers,
## First Failed Delivery Attempt
Leverage the **First Failed Delivery Attempt** notification to proactively connect with recipients and encourage prompt action. This notification can help recipients arrange a redelivery, hold-at-location pickup, or delivery reroute, reducing the likelihood of a return shipment.
**Subject:** `{SOLD_TO_FIRST_NAME}`, we missed you today 🍷
Hello `{SOLD_TO_FIRST_NAME}`,
`{CARRIER_NAME}` attempted delivery today, but no one was available to sign. As someone 21 or older must be present to receive wine, the driver will make another attempt shortly.
**Order Number:** `{ORDER_NUMBER}`
**Tracking Number:** `{CARRIER_TRACKING_NUMBER}`
> **Button:** Track Your Package → `{CARRIER_URL}`
If you'd like to arrange a more convenient delivery window, we're happy to assist.
Cheers,
## Second Failed Delivery Attempt
Use the **Second Failed Delivery Attempt** notification to clearly communicate the risk of a return. Timely, action-oriented messaging can encourage recipients to resolve delivery issues before a final delivery attempt is made.
**Subject:** `{SOLD_TO_FIRST_NAME}`, we missed you again! Let's get you your wine. 🍷
Hello `{SOLD_TO_FIRST_NAME}`,
`{CARRIER_NAME}` made a second attempt to deliver your order, and again, no one was available to sign. Your wine remains safely in the carrier's care, and we'd like to help ensure the next attempt is successful.
**Order Number:** `{ORDER_NUMBER}`
**Tracking Number:** `{CARRIER_TRACKING_NUMBER}`
> **Button:** Track Your Package → `{CARRIER_URL}`
Please reach out at your earliest convenience so we can arrange delivery or pickup that works best for you.
Cheers,
# Templates
Source: https://docs.winedirectfulfillment.com/templates
With our updated email editor, you now have complete creative control over your notification templates. An intuitive drag-and-drop interface, HTML editing, template cloning and creation all come together to elevate your shipping communications.
Follow the step-by-step instructions below to configure and customize your email templates.
1. Login to the WineDirect Fulfillment Portal.
2. Use the left main menu to navigate to 'Shipments' > 'Advanced Shipping Notifications' and click "Templates".
3. Select your brand account and the notification event you'd like to create a template for.
4. Click "Add Template".
5. Select a starting Template or start from scratch with 'Blank - Notification'.
6. Name your Template and click "Create".
7. Customize your email with specific copy, branded images, merge tags, linked buttons and more.
8. Once you are happy with your design, move over to the 'Fields' tab.
9. From the Fields tab, you can customize your Email Subject with merge tags. Emojis are also supported. Add applicable CC and BCC recipients. Adjust your Sent From and Reply To email addresses. Read [HERE](https://docs.winedirectfulfillment.com/DMARC) for further information on DMARC considerations.
10. Use the buttons to Preview Email or Sent a Test Email.
11. Once you are happy with your configuration, be sure to click 'Save'.
12. Returning to the Templates page, you can see your newly created template and make further edits as needed. You can also clone your template to create additional template variations on copy, while retaining branded customizations. Once all your templates are created, visit the Assignments page for the next step in shipping email configuration.
