Multi-Location Support

WineView supports businesses that operate across multiple physical locations — tasting rooms, retail stores, production facilities, and more. All locations are managed under a single business group, giving you unified membership management while keeping location-specific operations independent.

Business Group vs. Location

A business group is the top-level entity that represents your overall business. Locations are the individual physical sites within that group.

Managed at the Business Group Level

Listings (wine clubs) — Club offerings are created and managed at the group level from Dashboard → Listings
Members — Member records are shared across the entire business, managed from Dashboard → Members
CRM — Prospects, contacts, and staged members are managed centrally from Dashboard → CRM
Payments and payouts — One connected Stripe account handles all payments across locations, managed from Dashboard → Payments
Team and permissions — Staff accounts and their RBAC permissions are managed centrally from Dashboard → Team
Business settings and branding — Logo, colors, and brand elements are shared across all locations, managed from Dashboard → Settings → Theme
Shipping configuration — Business-level defaults for allowed shipping states and carrier preferences, managed from Dashboard → Shipping
Rewards — Member benefits are defined at the group level within each tier's configuration
Emails — Email testing is business-wide, managed from Dashboard → Emails
Integrations — Shippo and Vinoshipper connect at the business-group level (one account for all locations)

Managed at the Location Level

Inventory — Each location manages its own wine inventory independently from Dashboard → Inventory
Templates — Shipment configurations (which wines go in each tier's orders) are set per location based on that location's available inventory, from Dashboard → Templates
POS integrations — Each location connects its own point-of-sale system (e.g., its own Toast or Square setup) from Dashboard → Integrations → Toast. Each location has a unique Location ID for this purpose.
Ecommerce — Per-location online store managed from Dashboard → Ecommerce
Rewards / loyalty (POS redemption) — Reward redemption tracking at the POS is per location, viewed from Dashboard → Rewards

Switching Locations

To switch between locations:

Click your avatar or name in the top-right corner of the dashboard to open the UserMenu
Your current business group and location are displayed in the dropdown
Under your business group, you'll see all available locations listed with a map pin icon next to each
The currently selected location has a checkmark next to it
Click a different location name to switch to it

When you switch, all location-level pages update to show data for the selected location (inventory, templates, POS settings, ecommerce, rewards, etc.). Business-group-level pages (Members, CRM, Payments, Listings, etc.) remain the same regardless of which location is selected.

Default Shipping Location

One location within the business group is designated as the default shipping origin. This is the location that handles shipped orders unless staff manually assigns a different one. Identified by a blue Ships From badge with a Truck icon on the Locations page.

To set or change the default shipping location:

Go to Dashboard → Locations in the sidebar
Click the location card you want to designate
In the detail page, find the Shipping Settings section
Click Set as Default to make this location the default

You can also set it from Dashboard → Shipping using the Default Shipping Location selector. Choose the location that handles the majority of your shipping volume.

How Members Interact with Locations

Choosing a pickup location: During checkout or in your membership settings, you select which location you'd like to pick up from. Only locations that offer pickup are shown as options.
Fulfillment location may differ from signup location: The location that fulfills your order may not be the same place where you originally signed up. Fulfillment is based on inventory availability.
Reward availability: Your member rewards may be redeemable at all locations or only at specific ones, depending on how the winery has configured each reward's location settings.

How Fulfillment Works Across Locations

Late-bound fulfillment: The specific location that fulfills an order is decided when the order becomes ready for fulfillment — not when the order is first created. This gives staff flexibility to choose whichever location has the right stock on hand.
Group-level inventory reservation: When an order is created, inventory is reserved at the business group level. The inventory is then assigned to a specific location at fulfillment time based on availability.

Location Settings

Each location has its own configuration, managed from the location's detail page (click the location card on Dashboard → Locations):

Name — The location's display name (e.g., "Downtown Tasting Room", "Vineyard Estate")
Address — Full physical address (street, apartment/suite, city, state, zip)
Contact information — Contact name, email, phone number
Location status — Active or Inactive. Deactivating preserves all data.
Shipping default — Whether this location is the default "Ships From" origin

Location Badges

On the Locations page, each location card can display these badges:

Badge	Color	Meaning
Primary	Wine-colored	Your main business location (first location in the list)
Ships From	Blue (with Truck icon)	The default origin location for shipping labels
Inactive	Gray	The location is currently disabled (card appears dimmed)