Compare + Connect

Compare + Connect

Ask the tough questions.

Here are some questions to ask as you Compare your options. We think you’ll want to Connect with OrderPort.

OrderPort Winery Services

  • Does your service include POS, Wine Club and eCommerce? Is it one system or separate integrated applications?
  • Is your system Cloud hosted or on local servers?
  • Does your system include inventory management?
  • What is the process for shipping orders?
  • Can I customize customer shipping and handling costs?
  • Are you integrated with QuickBooks or any other accounting applications?
  • Does your system include compliance management tools?
  • Can I use my ShipCompliant account with your system?
  • Can I manage wholesale and distributor orders in your system?
  • Does your system have a CRM tool or integrate with 3rd party applications?
  • Does your system support sales tax calculation and is it by destination code?
  • Describe your reporting capabilities?
  • Can you supply a list of reference wineries?

Point of Sale

  • Is your POS designed for a winery or wine shop?
  • Is your POS mobile?
  • Is your POS integrated with wine club and eCommerce?
  • Is inventory managed in the POS?
  • Can you add customers to wine clubs in the POS?
  • Can I access customer account information in the POS?
  • Can I use the POS in multiple tasting rooms?
  • Can I have multiple POS stations for customer checkout?
  • What is the cost for multiple POS stations?
  • How do tasting room staff release pickup orders in the POS?
  • How do I release a pickup order in the POS if the customer’s credit card was declined?
  • Describe how you process credit cards and the transaction security?
  • Does your POS accept gift cards as a payment type?
  • Can customers use multiple tender types to pay for an order?
  • Does your POS support split tickets? And can the customers splitting the ticket pay different amounts?
  • Does your POS give customers the option to add a gratuity?
  • Can customers run a Tab in the POS? Do we have to hold the credit card to complete checkout?
  • If a customer runs a tab and doesn’t pay, can you complete the order without the customer present?
  • Can I email a customer receipt and add them to mailing lists?
  • Can I add items to a POS order with a barcode scan?
  • Describe your process for adding a customer to a wine club in the POS.
  • Can I send an order ticket to the kitchen for food preparation?
  • Can I edit the cost of an item in the POS?
  • Can I manage returns and issue refunds in the POS?
  • Can I add shipping to an order in the POS?
  • Does the POS prompt staff to upsell?
  • Are club member discounts added automatically to POS orders?
  • Can staff add discounts to orders?
  • Describe your training for tasting room staff?

Wine Club Management

  • Can I manage multiple wine clubs in your system?
  • Can I set discounts by customer and item within a club?
  • Can customers be members of multiple clubs?
  • Can customers have multiple email addresses and multiple shipping addresses?
  • Can members make substitutions or additions to their club release?
  • How does your system manage changes from shipping to pickup?
  • Can I process cards before or after club release orders have been created?
  • Is a club release a batch process? And how do you manage shipped verses pickup orders?
  • Can members specify a preferred shipping carrier?
  • What is the process for managing expired credit cards?
  • What is the process for managing declined credit cards?
  • Can my club members update their credit cards online?
  • Does your system support automatic updates to expired credit cards?
  • Can customers join my wine clubs online?
  • Are club discounts applied to online orders?
  • Describe how your system manages credit cards on-file?
  • Does your system integrate with UPS, FedEx and GSO?
  • Can I export club releases to a third party fulfillment center?
  • We have a large wine club. Describe the process for doing a club release?
  • Does your club release process integrate with compliance tools?
  • How is sales tax added to club orders?
  • Describe your process for club members that pickup their orders?

eCommerce

  • Do I have to host my website with you or can I keep my website as is?
  • Describe how the shopping cart and wine club join features are implemented?
  • Is my website compatible with your eCommerce tools?
  • Can I manage the catalog of products in the webstore myself?
  • Does building the webstore require my designer?
  • How long does it take to setup the webstore?
  • Can customers pay for online orders with a gift card?
  • Are customers required to setup an account or can they shop as a guest?
  • Can customers add promo codes to online orders to apply discounts?
  • Can I control the costs of order shipping by state or customer type?
  • Will the shopping cart recognize thresholds and automatically apply discounts?
  • Do your webstores include responsive design for viewing on mobile devices?
  • Describe the customer online shopping experience?
  • Does your webstore recognize the states where I am compliant for shipping?

Support

  • Describe your customer support model?
  • Is support available by phone on weekends?
  • What is the cost of support?
  • Do you have online support tools for staff to access?
  • How do you support training for new employees?
  • Is support provided by U.S. based personnel?
  • What are your hours for support?