Wine Directs' base module provides all the tools necessary to fulfill customer sales, track customer purchases and provide sales & customer reporting.
Features at a glance
Customer List Management
Contact Management
Product Identification
Inventory Allocations
Sales Invoicing
PCI Compliant Payment Processing
UPS, FedEx, and Fulfillment House Integration
Chart of Accounts
QuickBooks Accounting Interface (and others)
Management Sales and Reporting
User and Group Security
State based Direct Shipping Restrictions/Limits
Tracks Instate/Out of State Sales Tax
Automatic Ship Rate Calculations
Customer List Management
With our list management tools, you have a dynamic database with which to segment your customer list to target exactly the type of customer you are looking for. With contact management, customer attributes, types, sources and custom fields, you are able to get down to the desired level of detail.
Manage Customer Lists
Customer Addresses / Contact Information
Maintain Multiple Ship-to Addresses
Track by Customer Type/Source
Classify with user-defined Customer Attributes
Contact Management
Purchases and Purchase History
Shipping and fulfillment
Track Customer Purchases
View all your customers' purchases at the cash register or from the back office. See what they bought and when in the tasting room, over the phone, in a wine club shipment or on the internet. See if the order was picked up, carried out or shipped. You can see if the order was voided or refunded. Full reporting is available on all these orders.
Targeted Marketing Campaigns
Segment your customers and market to their preferences. Utilizing Microsoft Office, send email to your customers with Microsoft Outlook or export the list to an external mail service. You can also create mail merges with Microsoft Word or export the list to an external mail house.
Generate targeted lists
Filter down in datasheet view and export
Using the built-in contact management to
generate emails and perform mail merges.
Contact Management
Keep track of follow up phone calls, special circumstances, address changes that occur on a schedule and more with our contact management system.
Keep in touch with your customers
Set reminders for follow up
Built-in Tickler System to remind you of important tasks
Manage Special Handling of order shipments
When, why and how you need to contact customers
Sales Order Entry
Enter sales orders quickly and easily within Wine Direct using the customer's stored information or new information on the fly. An intuitive and easy interface allows you to create orders based off a customer, a club member, gift memberships, gift orders or subscription defaults.
Take orders easily
Create based off customer or member information
Create gift orders
Create orders by template
Sales Reporting
With all the reports Wine Direct offers and the ability to customize them in any way you choose, you will be able to manage and measure your sales efforts to set higher goals. Reports are available by Sales Person, by Department, by Customer, by Customer Type. Find your top buyers, best sellers. Print sales by hour to find peak hours of the day for staffing. The list goes on!
Wine Direct is built on an accounting backbone and reports sales to your general ledger.
Manage and Measure Sales Data
Compare Sales Periods
Forecast using historical data
Payment Processing
Wine Direct comes with an integrated payment processing system. Processed through the internet, cards are authorized in just seconds. Bill cards directly from the invoice screen or bill them in batch all at the end of the day. Wine Direct is also fully PCI compliant. Cards are stored encrypted and secure. Wine Direct helps reduce processing fees by using address verification when charging cards.
Charges credit cards in seconds
Authorize from the invoice screen or in batch
PCI Compliant
Uses Address Verification to reduce bank fees
Shipping & Fulfillment
Wine Direct offers the flexibility and strength needed to satisfy all your shipping and fulfillment needs. With delivery address verification, drastically reduce the number of returned shipments. You can ship based off filters, to retain those packages you are unable to ship due to heat or weather considerations. We support multiple shipping companies, so you have all the options you need to maximize your shipping states. You also can assist your customers by importing tracking numbers into our system to ensure their package is on its way!
