Getting Started with OrderPort
This list of lessons is specially designed to make sure you have confidence working with the OrderPort system. You will learn everything you need to know to run your business, including how to create and manage wine clubs, using OrderPort’s reporting system, and sending out marketing campaigns.
-
Users Module
The OrderPort Users module is where you can manage the accounts that can login to OrderPort admin and the Point of Sale. The module is where you create accounts and configure their permissions.
-
Creating a Wine Club
Creating a Wine Club is a key step in getting started with OrderPort. Wine Clubs are created in OrderPort admin.
-
Wine Club Types
There are six types of wine clubs you can choose from: Customer Choice, Winemaker Selects, Case, Tiered Case, Allocation, and Subscription clubs. This lesson covers those types.
-
Customers Module
The OrderPort Customers module is where you view, manage, and create accounts for your customers. Customer accounts are important for the function of wine clubs, marketing, shipping, and more.
-
Warehouse Management
This lesson covers how to manage warehouses and conduct inventory adjustments using the Inventory Module. The Inventory module is located in OrderPort admin.
-
Creating an Item
Creating an item within OrderPort is a simple process, but there are important configuration options that are necessary for proper compliance and shipping procedures.
-
Catalog Groups
Catalog groups are essential for organizing your products in your web store and point of sale. For example, if a customer wanted to know what reds you have to offer, they’d be able to quickly see that by looking at your groups.
-
Shipping Module
Related Resources Navigating to the Module The Shipping module is in OrderPort Admin. Go to orderport.net to login. Scroll down to the bottom of the dashboard page, and you will find the Settings option. Click on Shipping. You can also hover over the three lines toward the top right of the dashboard page. The Shipping…
Third Party Fulfillment Integrations:
Warehouse API – OrderPort University
FORT Systems Integration – OrderPort University
Wineshipping Integration – OrderPort University
Copper Peak Logistics Integration
WineDirect Fulfillment Integration Guide
-
Sales Tax & Licenses Module
The Sales Tax & Licenses module includes important configuration options related to sales tax. It is also the module where you set up your shipping licenses in order to start with shipping orders in OrderPort.
-
POS Settings
The Point of Sale has many customization options that allow you to tailor it for your needs. These settings are found in the Point of Sale module in OrderPort Admin.
-
Contactless Checkout Setting
In the point of sale, there is a setting available to customize when the tip is requested for: before, or after the card is read. This setting is labeled as the contactless checkout setting.
-
POS Tipping and Auto Gratuity
Tip presets and autogratuity settings can be changed in the Point of Sale module of OrderPort Admin.
-
Free Tasting Tracker
Free tastings allow you to give customers complimentary tastings based on their customer class. These free tastings are tracked with OrderPort’s Free Tasting Tracker, which is managed in OrderPort admin and can be viewed in the Point of Sale.
-
Pairing POS Printers
This lesson covers the setup process of point of sale printers. These printers can be kitchen, bar, and receipt printers.
If you are using OrderPort Restaurant, see the following document instead: Cloud Print Guide.
-
Modifier Setup for OPR
This lesson covers modifier setup inside OrderPort Restaurant. Modifiers allow you to offer customers modifications to food items in your catalog. They come in two forms: product modifiers and text modifiers. Both are set up on OrderPort admin.
-
Pairing Card Readers
The Point of Sale must pair with your card reader to utilize the readers. This lesson covers the card reader pairing process.
-
Payment Processing Module
From the Payment Processing module, you can view your payment accounts, configure accepted payment methods, and set up payment terms for purchase orders.
-
Marketing Notifications
Notifications are automated emails that are sent to customers when certain events happen, like a purchase or an update to customer information. They can also be sent to your business’ employees for things like low inventory alerts. In the Marketing module, you can customize the content of each notification, and also check whether or not…
-
Marketing Domain Verification
Related Resources Navigating to the Module The domain verification info is inputted into the Marketing module. This module is in OrderPort Admin. Go to orderport.net to login. Scroll down to the bottom of the dashboard page, and you will find the Operations. Click Marketing. You can also hover over the three lines toward the top…
-
Catalog Groups
Catalog groups are essential for organizing your products in your web store and point of sale. For example, if a customer wanted to know what reds you have to offer, they’d be able to quickly see that by looking at your groups.
-
Source Codes
This lesson covers the Source Codes module in OrderPort. Source codes are used to track where customers heard about your business.
-
Reservations Setup
This lesson walks through the setup process for the OrderPort Reservations system. The setup process is done on OrderPort Admin.
-
Tock Integration
Tock is a reservations system app. Integrating Tock into OrderPort will result in all reservations being made in Tock. These reservations will automatically be imported into OrderPort. The integration requires accounts with both systems.
-
Point of Sale Training
Related Resources This Point of Sale (POS) Training video covers everything you need to know about operating the POS from day to day. Everything covered in this lesson can be used for all versions of the app.
-
Marketing Designer
Related Resources The designer is a simple drag and drop system used to create marketing emails. A design can be used as a marketing email and a wine club release notification. Navigating to the Designer The Wine Clubs module is in OrderPort Admin. Go to orderport.net to login. Scroll down to the bottom of the…
-
Sending a Marketing Campaign
Related Resources Navigating to the Marketing Module The Marketing module is in OrderPort Admin. Go to orderport.net to login. Scroll down to the bottom of the dashboard page, and you will find the Operations option. Click Marketing. You can also hover over the three lines toward the top right of the dashboard page. The Marketing…
Just getting started with the OrderPort Point of Sale? Start here! Here is all our video training lessons on the Point of Sale, organized by topic.
-
Point of Sale Training
Related Resources This Point of Sale (POS) Training video covers everything you need to know about operating the POS from day to day. Everything covered in this lesson can be used for all versions of the app.
-
Cash Drawer Audit
This lesson covers the cash drawer audit feature on the OrderPort POS. This is an optional feature to reconcile your cash payments with the cash in your drawer.
-
Editing an Order (POS)
Editing an order is a simple process and can be done from the point of sale. This is useful in the event of a mistake or if your customer would like to add or remove from their order.
-
Refunding an Order on the POS
Order refunds can be made from the Point of Sale.
-
Card On File
Card can be added to customer account within OrderPort Admin, as well as the Point of sale. This allows the customer to save their payment method and use it in their orders and as payment for wine club releases.
-
Split Payment
In the point of sale, associates can split orders for customers in a few ways. They can split a bill in evenly, unevenly, or by guest. Each split can be payed using any payment method.
-
Tab Payments
In this lesson, we will cover tab payments in the Point of Sale. Tab payments allow you to start payment of an order without closing it.
-
Creating an Account (POS)
You can create new customer accounts from the Point of Sale. This allows you to track order history and save cards on file, among other things.
-
Adding a Wine Club Member
If you ever need to add members to your wine club through OrderPort Admin, this can be done in the Wine Clubs module.
-
Releasing a Pickup Order (POS)
If your wine club allows customers to pick up their releases, this can be processed from the Point of Sale.
-
Fulfilling Wine Club Orders Early from the POS
If a wine club customer would like to pick up their club release prior to the release date, the POS offers features to create a wine club order and prevent them from being included twice in the club release.
-
Free Tasting Tracker
Free tastings allow you to give customers complimentary tastings based on their customer class. These free tastings are tracked with OrderPort’s Free Tasting Tracker, which is managed in OrderPort admin and can be viewed in the Point of Sale.
-
Pairing Card Readers
The Point of Sale must pair with your card reader to utilize the readers. This lesson covers the card reader pairing process.
-
Pairing POS Printers
This lesson covers the setup process of point of sale printers. These printers can be kitchen, bar, and receipt printers.
-
Pairing the Socket Mobile Barcode Scanner
This lesson covers the pairing process for Socket Mobile barcode scanners on the Point of Sale. Barcode scanning is an optional feature.
-
OrderPort Restaurant Training
Related Resources This OrderPort Restaurant Point of Sale Training video covers everything you need to know about operating the app from day to day. Everything covered in this lesson can be used for all versions of the restaurant app.
-
Modifier Setup for OPR
This lesson covers modifier setup inside OrderPort Restaurant. Modifiers allow you to offer customers modifications to food items in your catalog. They come in two forms: product modifiers and text modifiers. Both are set up on OrderPort admin.
-
Restaurant Receipt Printing
In OrderPort Restaurant, the automatic receipt printing can be configured. You can have OrderPort Restaurant automatically print both merchant and customer receipts, only automatically print the merchant receipt, or only print when the associate manually chooses to print the receipts.
-
Physical Inventory Count
Counts are done in the Point of Sale by your employees, and the inventory adjustments are finalized in OrderPort admin based on the count.
-
Contactless Checkout Setting
In the point of sale, there is a setting available to customize when the tip is requested for: before, or after the card is read. This setting is labeled as the contactless checkout setting.
-
POS Other Payments
In the Point of Sale checkout, the other payments option contains check payments, purchase order payments, and member account payments. It also has any custom payment options that your business has set up.
-
POS Tipping and Auto Gratuity
Tip presets and autogratuity settings can be changed in the Point of Sale module of OrderPort Admin.
-
Work Orders
Work orders are created on the point of sale, and they allow you to start an order, take payment, then save the order later. This is especially useful to take deposits for events.
-
Selling a Gift Card
Gift Cards are a unique type of product within OrderPort. When you wish to sell one, the workflow differs from the typical ordering process.
-
Using a Gift Card as Payment (POS)
If you utilize OrderPort’s gift card system, it is important to understand how gift cards can be used as a payment method on the Point of Sale.
-
Checking a Gift Card Balance (POS)
Gift Card Balance If you ever need to check the balance of a gift card from the point of sale, the process is simple. On the manage page, the menu to the right has the option to check the balance of a gift card. When you tap on this option, it will open a window…
