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eWinery Order: Tab Details

Overview of the order tabs in eWinery

Order: Tab Details

The tabs at the top of each order guide you through everything from order details, to edits, to compliance, to refunds. Please see below for details on each tab.

Important! Tabs shown in the order details are dependent on Order Status. You may see fewer tabs or more tabs depending on the Order Status.


Summary Tab

The Summary Tab is snapshot view of the entire order. The parts of the order highlighted here are;

1 - Order Status The Order Status section changes appearance and content depending on the order?s status. Different statuses are identified by different colors and may or may not allow for direct action to be taken on the order directly from the Order Status section. 2 - Personal Information Outlines the Billing and Shipping information for the member as applied to this specific order. Address info used here should also appear in the Member Profile under the Address Book. 3 - Order Information Status, Shipping Carrier and Line Item information for the order. There is also a section for Gift Messages and Orders Notes, should there be any. 4 - Payment Information Credit Card information in this section may be masked depending on what user is logged in at the time the order was added to the system.

Edit Orders & Edit Address Tabs

The Edit Order and the Edit Address tabs will redirect the order to display in the Order Management System (OMS). Here is where you can make changes to the Order billing and shipping information, products, pricing, promotions, tax, or shipping.

For more detailed information please see eWinery Create an Order (OMS) page as the same processes apply.

Status Tab

The Order Status tab will show on any order that does not have an order status of ?Completed?. From this tab you can change the current status of the order.

To change an order?s status; Select a status from the drop down menu Click SAVE to update the order status Certain Order Statuses are permanent and cannot be undone; Cancelled Completed

IMPORTANT! Manually changing an order to Completed does not ensure that payment has been collected on the order OR that the order has been committed to ShipCompliant and sent to your fulfillment partner.


Compliance Tab

This tab is only valid if you are utilizing the ShipCompliant integration. It displays the order?s compliance, shipment, and fulfillment status.

You also have the ability to check compliance after modifying the order and to commit orders into ShipCompliant.

Check Compliance Now Resends the order information to ShipCompliant to check compliance again. Use after compliance has already failed once and the suspected error has been corrected. Commit Order (Ignore Errors) Circumvents compliance to allow order to be processed and sent to fulfillment. *Please note that certain compliance errors cannot be ignored. Please contact ShipCompliant support for more details. Process Order (Ignore Errors) Charges credit card and then commits the order, if possible. This does not ensure that the order will be sent to fulfillment, only that payment is received. Exercise caution when choosing this option.

IMPORTANT! eWinery Solutions strongly recommends resolving all compliance errors before charging a customer for their order.

Notes Tab

The Notes tab will store both manual and system-generated notes about the order. These notes are internal (not visible by the customer) and cannot be deleted, so as to ensure accurate note history.

Functions Tab

Depending on the order status, the following options are available:

Copy Order By clicking this tab you will create a copy of the order and a new order number will be generated. All Product and Member information in the new order will be the same as the original order. The status of the new order will be 'Accepted', so the order will not be processed. Split Order This will split the original order into 2 orders. This is useful if you have a quarantined order that needs to be split and shipped to different addresses, or charged to a different credit card. You must have at least two products inside the order to activate this function. Process Order Processing the order will charge any amount due to the Member's credit card. You will have a choice to ship now or to hold the order for future shipping. Cancel Order Canceling the order here only removes the transaction from your sales reporting. You will need to contact your shipping partner to prevent shipment of canceled orders AND issue a credit for charges to the customer's credit card. This will also generate an automated system email that is sent to the customer if this email is activated inside the automated system Emails portion of the admin. Send Order Confirmation Email Send (or re-send) an email to the Member with the details of this order. Order confirmation emails can be resent as many times as you would like. Refresh Order Information Refresh the order information (after making a change).


Void Tab

The void tab allows you to void an entire order on the same day that it is created/completed. Once funds for this transaction have settled through the payment gateway, the void tab will transition into a refund tab. Performing a void will cause the following actions to occur:

  1. Pending credit card charge will be voided at the payment gateway.
  2. 'Void Order' call is sent to ShipCompliant that will void the order in the ShipCompliant system.
  3. A negative order with the order type of "Void" is created in eWinery.

To learn more about voiding orders, please visit the eWinery Void Orders section.

Refund Tab

The refund tab allows you to issue a full or partial refund to the consumer's credit card from the eWinery Solutions platform. It also allows you to return items to inventory within a returned order.

You can only refund an order with a Completed status.
You cannot issue a refund the same day an order is completed.
The refund must be issued the following day.

NOTE: Refunding the order through the eWinery Solutions admin panel does not automatically change the order status. eWinery Solutions does not automatically pass refund information or order status changes to ShipCompliant or fulfillment companies. You will need to update the order status and/or contact your fulfillment company to completely cancel and refund the order.


For additional information on returns options please visit eWinery Returns and Refunds section.