Administration

The administration menu is now much easier to navigate and is much more user-friendly.  

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Portal Account

In the portal account sub-menu option you will be allowed to manage your account information and view your customer access.

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Pickup/Delivery Locations

In the pickup and deliveries locations sub-menu option you will be able to maintain the locations associated with your supplier accounts for the purposes of deliveries and pickups. each site will represent a place from which or to which products might be picked up or delivered these sites can represent your office location, a warehouse facility, or a third-party location.

 

After searching your account you will see a list of available sites, these sites can be downloaded to an excel spreadsheet or you can add a new location.

 

selecting the add a new location button will bring up a pop-up window where you will be able to add a new site code address and information of that new pickup/delivery location.

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Templates

The templates of the menu will direct you to either the shipments or exceptions templates that have been created and will send notification emails to your customers. selecting either the shipments or the exception options you will be able to search by your account view your list of active shipment notifications or exception notifications and add new templates to either your shipments or exception notifications.

For an in-depth rundown of the templates please reach out to your account manager.

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E-mail Preferences

Any email preferences sub-menu option you will be able to set the email preferences for your wine direct fulfillment account.  as important events or milestones are met in the fulfillment operation you have the option to be notified via email, and you can update the email preferences at any time.

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Packing Slips

The packing slip sub-menu option allows you to create and assign the packing slip templates used at the fulfillment Center for inclusion within qualified shipments.  you will be able to view any currently created templates or add new templates. after creating or adding new templates you will be able to assign the packing slip templates to the different order types in the system.

 

Select your Account

 

Configure, Edit, or create New Packing Slip Template

 

Assign the packing slip to an order type.