Orders Glossary

Order Types

Order Types indicate where the order was created, you may also refer to Order Types as "sales channel". Depending on what modules of eWinery/vinSUITE and integrated partners you are using you may not see all of these order types associated to orders in your Admin Panel even though the drop down in the order search shows all options.

Default Order Types (every Admin Panel uses these) | Module Dependent Order Types (depends on your admin settings)

• - Admin
• - Club
• - Facebook

• - Store
• - Allocation
• - Telesales

• - Refund
• - POS
• - MobilePOS

• - Void
• - Mobile
• - SC Marketplace

Admin Order: This order was created by a winery employee in the OMS (Order Management System) in the eWinery or vinSUITE Admin Panel.

Store Order: This order was created on your winery website by a customer.

Refund Order: This order is represents a refund/return placed against another order in the ewinery/vinSUITE system. Refund Orders will always be negative and cannot be edited or voided. Refund orders do no impact order status in ShipCompliant or at your fulfillment house.

Void Order: This order was created and then reversed within the same day. Voids will return products to inventory in eWS, void the comitted order in ShipCompliant and void the pending credit card charge in the payment gateway. Once the charge for the order has posted in the payment gateway the option to void is no longer available (credit card payments only).

Club Order: This order was created using the eWinery or vinSUITE Wine Club Processing module and is a part of a specific wine club batch (shipment).

Allocation Order: This order was created based on an allocation created in the Allocations Module. Orders in this type can be created via the website (customer) or in the OMS (winery employee).

POS: This order was created in the tasting room using Napa Valley POS.

Mobile: This order was placed on the mobile version of the winery website from a mobile device (iPhone, Android, tablets, etc.). If you do not have a mobile verison of your webstore, these orders will come in under the "Store" order type listed above.

Facebook: This order was placed on the Facebook version of your webstore.

Telesales: This order was created by an outside telemarketing service and imported to eWinery or vinSUITE via webservice.

MobilePOS: This order was created using the Tablet POS product from eWinery or vinSUITE.

SC Marketplace: This order was created using ShipCompliant Marketplace.

Order Statuses

Order Status indicates where the order is all along the path to completion. When you search orders in the store section the default in the search criteria will always be orders with a "Completed" order status from the past to days.

Completed Statues (payment HAS been collected) | Open Order Statuses (no Payment Collected)

• - Complete Order
• - Pending Order
• - Quarantined Order

• - Hold Order
• - Pending Club Order
• - Accepted Order

• - Pending Allocation
• - Canceled Order

• - Saved Order
• - Incomplete Order

NOTE: All of the statuses will be options in the drop-down menu. There may be times where certain statuses will not pertain to your software.

Incomplete Order: This status signals an abandoned shopping cart. Depending on the step in the checkout process that the cart was abandoned you will either see a blank order or the customer?s first name and phone number. No action is required for Incomplete orders.

Pending Order: The customer tried to process the order, but there was a problem with the credit card. You should receive an e-mail with the specific error returned back from your payment gateway (Auth.net, PayPros, MerchantWare, WestPack, etc.).

Completed Order: The customer's information has been captured and an order confirmation has been sent. If you have a merchant account setup, the customer?s credit card has been charged. If applicable, the notification to the fulfillment house has been sent.

Canceled Order: An order can only be canceled if the status is manually changed in the Admin Panel. Cancelling an order only completes that action within eWinery, it does not transfer to the payment gateway, ShipCompliant or your fulfillment house. It is best practice to only cancel orders in an open order status (listed below), completed statuses require either a refund/return or void to be handled correctly. Cancelling an order that is in a completed status will cause issue with payment reconciliation and fulfillment.

Quarantined Order: Quarantined orders have failed one or more of the ShipCompliant compliance checks. You must have an integration with ShipCompliant in order to receive orders with this status. For more information, please visit the Third Party Integration: ShipCompliant page.

Pending Allocation: This is an allocation order that has not yet been processed. This is for allocations that are set to collect payment at the time of shipping.

Accepted Order: If you have editable orders and configured your store to "accept" orders, it will force you to review and manually process every order. An order with this status has not been processed yet; the customer's credit card has not been charged, and the order has not been shared or sent to any programs outside eWinery/vinSUITE. (Accounting, NVPOS ShipCompliant or Fulfillment).

Hold Order: An order that an admin has placed on hold to ship at a later date. The customer is charged at the time of purchase, but the inventory is depleted and sent to the shipper on the future ship date specified

Saved Order: An order that was created in the OMS and then set to a saved status using eWinery OMS Save & Recall. This will keep the order available to recall at anytime to adjust and complete when you or the customer is ready. The orders hold the last information supplied before saving and all inventory that is set to be sold in the order. These orders have not been completed.