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Using Products in eWinery

Step-by-step guides to add, search, edit, or deactivate a product in eWinery.

Using Products in eWinery



Add a New Product

New Products can be added to your eWinery Admin Panel from the 'Products' section. Adding products and the product controls vary by product type. Read or watch below to learn about adding prodects to eWinery.

Watch a Video

Adding a Wine Product | Adding a Non-Wine Product

Add a New Product

  1. Click the Store icon on the Admin Panel and select Products from the navigation bar.

  2. In the left pane, click Add A Product.

  3. Select one of the following product types from the drop-down list;

    First Party Wine: Wine product that you supply. (bottles and cases)

    First Party Product: Non-Wine products that you supply. (unit type is user defined)

    Kit: Create a single SKU that contains multiple items to sell as a package.


    Collateral: Extra item that accompanies the product without adding sales/tax/or shipping to the order. (i.e. Winery brochure)

4. Click SAVE. The Edit Product tabbed window appears with the message, "Successfully Saved Product".


From this point, you want to work through the tabs at the top of the product setup from left to right. What you will see will vary according to the type of product you are creating. Choose from the list below to continue.

Search for a Product

Use the search criteria on the left of the products screen to search the products table. This search field defaults to look for "Active" products only, if you do not find what you are looking for on your first try you may need to change that field to "All" or "No" to view inactive products.

Performing a Product Search

  1. Click the Store icon on the Admin Panel. In the menu bar, select Products.

  2. In the Search Products pane on the left, enter one or more of the following search criteria. The more filters you enter, the more specific the search result will be.

    Name: Searched the Product Name field

    • SKU: Searched the Product SKU
    • Type: Limits your list to only the products in the selected product type (wine, non-wine, kits, etc.)
    • Category: Limits list by the wines listed in a specific category (online and Tablet POS categories only)
    • Varietal: Limits list by Varietal
    • Vintage: Limits list by Vintage
    • Featured OMS: Limits list to only the product listed as a "Featured Product" in OMS
    • Webservice Enabled: Limits list to only the products that are available in eWS Web Services
    • Active: limits products based on thise status (Active, Inactive or All)


3. Click Search. The results matching your criteria will appear on the right pane.

You may Edit or Deactivate products from the results pages.



Edit a Product

After performing a search for the appropriate product, a list of products will appear in the right pane of screen. Select the product you wish to edit from this list.

Making Edits to a Product

  1. Click the Edit icon (green pencil) to the right of the product you want to edit.

  2. If you wish to edit the information located on the tabs. The tabs available depends on what kind of product you are editing. Learn more about the different product types in the Add a New Product section.

    Work through the tabs from left to right, be sure to click SAVE on each tab. Unsaved changes on a tab will not apply to the product. Changes made to a product are instantly available in the system.

  3. Once you are done viewing and/or editing the Product, click SAVE.

    Best Practice Tip: If your product is available online, always double check the product page on your website to ensure your changes are displayed properly.

Deactivate a Product

Deactivating vs. Deleting Products You might have noticed that there is no option to Delete a product. While it may seem odd that the software lacks that function, there is a very good reason why we do not allow products to be deleted. The reporting tool relies on the information contained within the product profile to produce many different reports. By deleting a product completely, significant reporting problems are almost certain to result. In an effort to protect the reliability and consistency of our client's data, we decided to remove the delete function from the system. If you believe that you have a need to delete products from your database, please contact the Client Services Team at support@vinsuite.com for more information.


There are two ways to deactivate a product. Both methods result in the same outcome.

Option 1:

After performing a search for the appropriate product, a list of products will appear in the right pane of screen.

  1. Click the Delete icon of the product you want to deactivate.

  2. You will be prompted to confirm the deactivation. Click OK.



Option 2:

After performing a search for the appropriate product, a list of products will appear in the right pane of screen.

  1. Click on the Edit icon (green pencil) to open the product details.

  2. Under the Wine Tab (General Tab for non-wine Products, Kits or Collateral) , deselect the "Is Active" box. Click SAVE.

    Wine Product


    Non-Wine Product


    Kits


    Collateral