Ecommerce Orders

Ecommerce in WineView is for one-off wine purchases through your online store. These are separate from wine club memberships — customers browse your available products, add items to their cart, and buy them without signing up for a recurring club. Ecommerce complements your club offerings, giving customers who aren't ready for a membership (or who want something extra) a way to buy from you.

Getting to Ecommerce

Navigate to Dashboard → Ecommerce in the sidebar. Ecommerce is available at both the business level and the location level, so you can manage your online store from either context.

Who Can Purchase

Guest Checkout

Customers can make purchases without creating a WineView account. They enter their information and payment details at checkout, and an account is created for them automatically after payment. They'll receive login credentials and can access their order history going forward. Guest customers appear in the CRM as the "Ecommerce Customer" contact type.

Existing Members

Club members can also make ecommerce purchases in addition to their regular membership shipments. If a member sees a wine they want outside of their club allocation, they can buy it as a one-off order through your store. When a member is signed in, their best fulfillment discount reward is automatically applied.

Store Setup

Listing Products

Products from your inventory can be listed in the online store. Each item in your inventory has an "Available for Ecommerce" toggle — when turned on, the item appears in your public store for customers to purchase. Each product listing shows:

Title — The name of the wine or product
Description — Tasting notes, vintage, varietal, and other details
Images — Product photos that appear in the store
Price — The per-unit price
Stock level — How many are available for sale (managed through your inventory)

Only items with the ecommerce toggle turned on are visible to customers. Items used exclusively for club shipments stay hidden from the public store. See the Inventory Management guide for details on this toggle.

Importing Products

To add products in bulk, go to Dashboard → Ecommerce → Import. The import feature lets you bulk import products into your store rather than adding them one at a time. This is useful when setting up your store for the first time or when adding a large number of new wines.

Checkout Flow

The ecommerce checkout is a cart-based flow where customers add items, enter their details, and complete payment.

How Checkout Works

Browse and add to cart — Customers browse your store and add items to their cart
Choose pickup or shipping — The customer selects their fulfillment method
Enter address — For shipping, the customer provides their delivery address (must be in one of your allowed shipping states). For pickup, an address may also be required depending on your settings (see below).
Select shipping method — For shipped orders, the customer chooses from available shipping options (Standard, Expedited, Next Day — based on your configuration)
Enter payment — Payment is processed securely through Stripe
Order confirmation — The order is placed and the customer receives a confirmation email

Checkout supports both guest purchases and purchases by logged-in members. Members who are signed in automatically receive their best fulfillment discount if applicable.

Require Address for Pickup

Per-listing setting under Listings → [listing] → Delivery Mode: the Require Address for Pickup toggle determines whether pickup customers must enter a billing/contact address even when no delivery is happening:

Off (default): Pickup customers can complete checkout without entering an address.
On: All customers, including pickup, must provide an address. Useful if your state's compliance requirements mandate an address on every alcohol transaction, or if you want a verified billing address for every order.

This setting is independent from the listing's allowed shipping states — those still only apply to shipped orders.

Order Lifecycle

Ecommerce orders move through a series of stages as they're placed, prepared, and completed:

Status	What It Means
Confirmed	The order has been placed and payment has been collected. Inventory is reserved at this point — the ordered items are held at the fulfillment location so they can't be sold to someone else before you fulfill the order.
Ready for Pickup	For pickup orders: you've prepared the items, and the customer has been notified that their wine is set aside and ready to collect at your location.
Ready for Shipping	For shipping orders: the items are prepared and the order is ready for a shipping label to be generated.
Awaiting Shipment	A shipping label has been generated but the package has not yet been handed off to the carrier. The order is packed and waiting to ship.
Shipped	The package is in transit with the carrier and tracking information is available to the customer.
Fulfilled	The order is complete. The customer has received their wine, either by picking it up or through delivery.
Cancelled	The order has been cancelled. Reserved inventory is released back to available stock and the payment is refunded.
Payment Failed	The charge didn't go through. The order was not completed and no inventory was reserved.

Order Details

Each ecommerce order includes:

Order number — A unique identifier for the order
Customer — Who placed the order, with a link to their contact record in your CRM (ecommerce customers appear as the "Ecommerce Customer" contact type)
Date — When the order was placed
Total amount — The total charge for the order
Customer fee — Any processing fee passed to the customer (if configured)
Order status — The current lifecycle stage (confirmed, shipped, fulfilled, etc.)
Fulfillment status — Whether the order is awaiting fulfillment, in progress, or complete
Charge status — Whether the payment was Succeeded, Failed, or Refunded
Fulfillment method — Whether the customer chose Pickup or Shipping
Shipping address — For shipped orders, the delivery address
Line items — The specific wines and quantities ordered

Ecommerce Fulfillment

Ecommerce orders have their own fulfillment tracking, separate from club fulfillment cycles. You can process ecommerce orders using the same shipping integrations available for club shipments — Shippo and Vinoshipper.

Processing Orders

Open an order to see its details and current status
Mark as ready when you've prepared the items
Generate shipping labels for orders that need to be shipped (using Shippo or Vinoshipper)
Mark as ready for pickup for orders the customer will collect
Mark as fulfilled when the customer has received their wine

Bulk Operations

You can select multiple orders and process them together — the same bulk operations available for club fulfillment apply to ecommerce orders. This is useful when you have several orders to ship or several pickups to prepare at once.

Managing Ecommerce Orders

Viewing Orders

The ecommerce orders page shows all one-off purchase orders with columns for order number, customer, date, total, status, and fulfillment status. You can filter by:

Status — See only confirmed, ready, fulfilled, cancelled, or failed orders
Date — Find orders from a specific time period
Customer — Search for orders from a particular person

Inventory Impact

Ecommerce orders and club orders share the same inventory pool at each location. Here's how ecommerce affects your stock:

Reservation at confirmation — When an order is confirmed and payment is collected, the ordered quantities are reserved at the fulfillment location. This increases the reserved quantity and decreases the available quantity for those items.
Release at fulfillment — When you fulfill the order (mark it as complete), the reserved quantity is decremented. The items have left your inventory.
Release at cancellation — If an order is cancelled, the reserved inventory is released back to available stock.

Because ecommerce and club fulfillment share inventory, keep an eye on your available quantities during busy periods. Items reserved for ecommerce orders reduce what's available for club shipments, and vice versa.

Shipping-ready inventory: For items to be included in shipping orders, they must have shipping enabled and a weight set. Items missing either of these can only be fulfilled via pickup. See the Shipping Configuration guide for details.