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 web store myself?
- Does building the web store require my designer?
- How long does it take to setup the web store?
- 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 web stores include responsive design for viewing on mobile devices?
- Describe the customer online shopping experience?
- Does your web store 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?