The following methods are the recommended way to have WineDirect setup for best reporting experience purposes. When you start to plan your WinePulse implementation if you already have these in place your reporting will be more efficient and straightforward. WinePulse can work with you to assist in any changes that may be required to ensure you get the best from the available Dashboards and Reports.
In WineDirect when setting up any new Product, unfortunately WineDirect does not require or suggest you assign it to a Department. However if you have Departments setup for each of your different sales channels for example (Wine, Wine Product (eg Glasses of Wine), Food, Merchandise, Tastings, Events etc, you have the ability to report on sales for each of these departments.
They are simple to set up and each of your existing Products can easily be assigned to Departments. See this link.
Don't be put off by the amount of work that may be required to set these up for all of your products.
WineDirect has a Product Exporter/Importer feature that if used correctly can be used to quickly assign each of your Products to a Departments.
See here for a link to these features allowing you to export your existing products.
WinePulse can work with you to help you set up appropriate Departments for your product and business.
Order Types (Tasting Room Pours/Write Offs)
You likely have Order Types set up for Tasting Room, Website, Events, Admin. For best reporting on your Tasting Room bottle write offs ensure you have an Order Type for TR Write Offs. Any bottle write offs for Tasting Room Pours, Corked, Damaged, Events can all be assigned to this Order Type and allow for easy reporting.
You can use different customer names for each type of Write off. For example Corked Write Offs, TR Pour Write Offs.
If you have multiple Tasting Rooms see below for more information on using Order Types to allow you to report separately on Tasting Room Sales/Write Offs etc.
Sales Attributes can/should be used to further categorize your sales. For example you may have an Order Type for TR Write Offs and the Sales Attribute can be used to categorize the type of write off - for example Corked, Damaged, TR Pour. You may have an Order Type for Events and the Sales Attribute can categorize the type of Event - Pickup Party, OnSite Event, OffSite Event.
In WinePulse tasters are recorded and reported on using a combination of your various tasting SKU’s (which should all in a Department called Tastings!) and Customer Type (for example Guest Customer, Repeat Visitor, Club Member). If you add a new type of Tasting (for example Reserve Tasting, Large Group Tasting) ensure they are added to the Tasting Department to ensure they are automatically reported on in WinePulse.
Multiple Tasting Rooms
If your winery has multiple tasting rooms we will work with you to decide how best to measure the metrics (for example Tasting Room Pours, Wine Club Signups) for each Tasting Room.
Order Type per Tasting Room
Importantly ensure you have a different Order Type for each Tasting Room - for example POSDowntown and POSVineyard.
Tasting Room Pours/Write offs
If you want to show your tasting room pours per location use Sales Attributes to identify the type of pour or write off (for example TR Pour, Donation, Corked/Damaged) and that combined with the Order Type will allow you to report on these for each Tasting Room. It can also be useful for reporting purposes (in WineDirect) to have a Customer for each type of Write off. Talk to us to decide the best method for your business.
Wine Club Metrics
If you would like to report on wine club signups per tasting room location you could create new specific product SKUs (for example WC Downtown and WC Vineyard). At the end of each day your tasting room locations process an order using the appropriate SKU and totals for signups that day. Once again talk to us to decide the best method for your winery.