Operations
My Reports
In the Reports module of OrderPort admin, you can create your own custom reports, known as My Reports. In this lesson, we will cover a few examples of custom reports, and demonstrate how to create your own.Standard Reports
The OrderPort reporting system has several prebuilt reports available. These reports are known as Standard Reports, and this lesson covers the most useful ones.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.Member Accounts
Related Resources The Member Account module is used to create deposit accounts for store credit. Navigate to the Member Account Module The Member Account 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 the second option. You …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 customers are receiving their notifications.Marketing List Builder
The Marketing module in OrderPort allows your business to target your emails to certain groups of people, such as wine club members, residents of certain states, purchase quantity, and more. These lists are built using the Marketing List builder.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 …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 …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.Mailchimp Integration
The Mailchimp integration allows you to send marketing campaigns from Mailchimp with up-to-date contact information pulled directly from OrderPort. Customer data is automatically synced in Mailchimp, meaning you will not have to upload mailing lists from OrderPort each time you send a campaign.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.
