WineDirect Fulfillment

WineDirect Fulfillment Welcome Manual

This article provides a link to the Welcome Manual.

Written by Alison Jackson
Updated over a week ago

Fulfillment Portal Login Screen

This article explains the features within the Wine Direct Fulfillment portal login screen.

Written by Ben Kraemer
Updated over a week ago

Fulfillment Homepage Dashboard

This article explores the homepage of the fulfillment portal; its functionality and interface.

Written by Alison Jackson
Updated over a week ago

Greeting Card Options - Fulfillment

This article explores the options WineDirect offers in Greeting Cards and the configuration setup required.

Written by Alison Jackson
Updated over a week ago

Estimate Weather Risk (5-Day Forecast) - Fulfillment

This article explains the feature of setting Weather Thresholds to manage orders and monitor forecasts.

Written by Alison Jackson
Updated over a week ago

Bulk Order Cancel - Fulfillment

This article will go over the feature of bulk-cancelling orders in the Fulfillment portal.

Written by Alison Jackson
Updated over a week ago

Order Management Best Practices - Fulfillment

Below are recommended steps to manage open orders on a daily basis in the WineDirect Fulfillment Portal

Written by Alison Jackson
Updated over a week ago

Temperature-Controlled Services - Fulfillment

This article reviews the options for temperature-controlled shipping, including Line Haul and VINUM 55

Written by Alison Jackson
Updated over a week ago

FAQ's: Orders - Fulfillment

A glossary of features & their actions in the fulfillment portal.

Written by Alison Jackson
Updated over a week ago

Upload Orders - Fulfillment

Process for uploading orders manually via a template excel form.

Written by Alison Jackson
Updated over a week ago

Batch Summary - Fulfillment

This article will instruct you on how to view batches of orders as they are imported into the Wine Direct Fulfillment system.

Written by Alison Jackson
Updated over a week ago

Needing Action - Fulfillment

This article will provide instructions on how to view orders that need action, including definitions of the specific holds that can apply.

Written by Alison Jackson
Updated over a week ago

Order Validation - Fulfillment

This article reviews checks that are in place for orders processing to ensure that all of the order elements are valid to ship

Written by Alison Jackson
Updated over a week ago

View Orders - Fulfillment

This article will cover the View Orders tab and how to search for specific or a group of order.

Written by Alison Jackson
Updated over a week ago

Address Corrections - Fulfillment

This article will review the Address Corrections tab to view orders needing address attention.

Written by Alison Jackson
Updated over a week ago

Back Orders - Fulfillment

This article will explore the Back Orders page where orders that are on insufficient inventory can be populated.

Written by Alison Jackson
Updated over a week ago

Shipments - Fulfillment

This article will explore the Shipments page and inform you how to search for one or a group of shipments depending on specific attributes.

Written by Alison Jackson
Updated over a week ago

Delivery Exceptions - Fulfillment

This article will explore how to search and populate shipped orders that have triggered an exception with the carrier.

Written by Alison Jackson
Updated over a week ago

Returns - Fulfillment

This article provides information on how to view and manage orders that have been returned from the carrier back to the fulfillment house.

Written by Alison Jackson
Updated over a week ago

Claims - Fulfillment

This article provides information associated with shipments for which a claim has been submitted to the carrier.

Written by Alison Jackson
Updated over a week ago

Bulk Order Update - Fulfillment

The Bulk Order Update feature offers the opportunity to update a limited set of order attributes on a batch of orders at the same time.

Written by Alison Jackson
Updated over a week ago

Advanced Weather Holds - Fulfillment

This article provides instructions on how to create and manage Weather Holds in the Wine Direct Fulfillment system.

Written by Alison Jackson
Updated over a week ago

Shipment Notifications - Fulfillment

This article will explore how to view and manage automatic shipment notifications sent to customers upon an order being shipped.

Written by Alison Jackson
Updated over a week ago

Club Orders & Checklist - Fulfillment

This article specifies what is needed to provide to your club manager for your upcoming club release.

Written by Alison Jackson
Updated over a week ago

Edit Orders - Fulfillment

This article will explain how to edit an order within the system.

Written by Alison Jackson
Updated over a week ago

Gift Sets & Pick-To-Order - Fulfillment

This article will explore the build of Gift Sets & Pick to Orders and the difference between the two.

Written by Alison Jackson
Updated over a week ago

Reroute Packages - Fulfillment

This page will provide instructions on how to reroute orders once they have shipped within the fulfillment system.

Written by Alison Jackson
Updated over a week ago

Reshipments - Fulfillment

This article explores the process of processing a reshipped order in the fulfillment system.

Written by Alison Jackson
Updated over a week ago

Order Hold Management - Fulfillment

This article will explain the status and progression of orders in the fulfillment portal.

Written by Alison Jackson
Updated over a week ago

Create an Order: Single Order Create - Fulfillment

This article will explore the ability to create a single order directly within the portal rather than utilizing the Manual Order Importer.

Written by Alison Jackson
Updated over a week ago

Alabama Wine Shipping Regulations - Fulfillment

This article explains the state regulations Alabama has set in place for shipped orders.

Written by Alison Jackson
Updated over a week ago

Sellable Products - Fulfillment

The Sellable Products tab offers the ability to view descriptions or inventory on products that are sold from the fulfillment system.

Written by Alison Jackson
Updated over a week ago

Owned Products - Fulfillment

The Owned Products tabs offers information on SKUs owned by a specific supplier.

Written by Alison Jackson
Updated over a week ago

Inventory Activity - Fulfillment

The Inventory Activity page populates specific inventory movement results per a series of search attributes.

Written by Alison Jackson
Updated over a week ago

Inventory Consumption - Fulfillment

The Inventory Consumption report is used for end-of-month inventory reporting and storage velocity on SKUs.

Written by Ben Kraemer
Updated over a week ago

Move Inventory - Fulfillment

This article instructs how to execute an Inventory Move from one sub inventory to another within the fulfillment portal.

Written by Alison Jackson
Updated over a week ago

Transfers: In Request - Fulfillment

This article explores how to execute a Inventory IN submission to transfer inventory into the fulfillment warehouse.

Written by Alison Jackson
Updated over a week ago

Transfers: Create Out Request - Fulfillment

This article will provide instructions on how to create an Inventory Out request.

Written by Ben Kraemer
Updated over a week ago

Transfers: Viewing Inventory Out Requests - Fulfillment

This article will review how to view submitted and historical information on all Inventory-Out requests.

Written by Alison Jackson
Updated over a week ago

Finance - Fulfillment

This article reviews the Finance features of the Wine Direct fulfillment portal.

Written by Alison Jackson
Updated over a week ago

Vintage Funds Wholesale Transactions - Fulfillment

View invoices associated with Vintage Funds payments received.

Written by Alison Jackson
Updated over a week ago

Vintage Funds Retail Transactions - Fulfillment

This report details purchases from the wholesaler and sales to consumers for orders moving through the WineDirect clearing network.

Written by Alison Jackson
Updated over a week ago

Vintage Funds Activity - Fulfillment

This article shows how to populate transactions for Vintage Funds.

Written by Alison Jackson
Updated over a week ago

Vintage Funds Payments - Fulfillment

This article explores how to view order information that contributed to a specific Vintage Funds payment.

Written by Alison Jackson
Updated over a week ago

Vintage Funds Pending Orders - Fulfillment

This article explores how to view a list of 3-Tier orders not yet shipped.

Written by Alison Jackson
Updated over a week ago

Vintage Funds Account Activity - Fulfillment

Feature that populates Vintage Funds account activity from January 1st, 2011 to present.

Written by Alison Jackson
Updated over a week ago

Compliance - Fulfillment

This article will cover the setup of compliance configuration for a client based on the information provided from the client.

Written by Alison Jackson
Updated over a week ago

Reports Tab - Fulfillment

Reports which take a long time to run will appear here when successfully completed. Reports are kept for 7 days.

Written by Alison Jackson
Updated over a week ago

Administration - Fulfillment

This article covers the Administration tab, including account settings as well as other portal account customizations.

Written by Alison Jackson
Updated over a week ago

Carrier Updates & Tips - Fulfillment

The following carrier information will keep you informed of the latest updates on carriers.

Written by Alison Jackson
Updated over a week ago

Holiday Shipping Timelines 2022 - Fulfillment

The below timelines list the last days to ship in time for a holiday delivery for 2022 (and to account for any delay with the carriers).

Written by Alison Jackson
Updated over a week ago

Bi-Coastal Map with Texas from American Canyon (Green Island), California - Fulfillment

This map shows the bi-coastal zone split from Texas originating out of our American Canyon facility.

Written by Alison Jackson
Updated over a week ago

Bi-Coastal Map with Texas from Glenwillow, Ohio - Fulfillment

This map shows the bi-coastal zone split from Texas originating out of our Glenwillow, Ohio facility.

Written by Alison Jackson
Updated over a week ago

Shipping Map & Zones from American Canyon, California - Fulfillment

This map shows the shipping zones and time in transit for the origin facility of American Canyon, California

Written by Alison Jackson
Updated over a week ago

Shipping Map & Zones from Paso Robles, California - Fulfillment

This map shows the shipping zones and time in transit from the origin facility of Paso Robles, California

Written by Alison Jackson
Updated over a week ago

Shipping Map & Zones from SMA, California - Fulfillment

This map shows the shipping zones and time in transit from the origin facility of Santa Maria, California.

Written by Alison Jackson
Updated over a week ago

Shipping Map & Zones from Willamette Valley, Oregon - Fulfillment

This map shows the shipping zones and time in transit from the origin facility of Willamette Valley, Oregon.

Written by Alison Jackson
Updated over a week ago

Shipping Map & Zones from Glenwillow, Ohio - Fulfillment

This map shows the shipping zones and time in transit from the origin facility of Genwillow, Ohio

Written by Alison Jackson
Updated over a week ago