VinSUITE Admin
Comprehensive guides for managing orders, members, clubs, products, marketing, reports, and settings within the vinSUITE admin panel.
VinSUITE Taxes And Shipping
VinSUITE Orders
- Orders: Returns & Refunds
- Fulfillment: Add A Shipping Package
- Fulfillment: Fulfill Club Batch Orders
- What Is Fulfillment?
- Returns and Refunds: Process Full Money Return
- Orders: Void Order
- Troubleshooting for Fulfillment
- Orders: Editing Orders
- Returns and Refunds: Process Partial Money Return
- Fulfillment: Package Distribution
- Orders: Save & Recall
- Orders: Creating An Order
- Returns and Refunds: Add/Edit Reason Codes
- Order Types Definitions
- Returns and Refunds: Process Full Product Return
- Customize Your Club Order
- Returns and Refunds: Process Partial Product Return
- Fulfillment: Fulfill an Order
- Wine Clubs: Step #4 Manage Orders
- Wine Clubs: Step #3 Create Orders
- Wine Clubs: Step #2 Create Order Template
- vinSUITE Manage Orders In Custom Club Batch: Step 4
- Internal: Changing Order Type on Completed Order
- Order Status Definitions
- vinSUITE Create Order In Custom Club Batch
VinSUITE Clubs
- Allocation Builder: Add a Allocation
- Allocation Builder: Search/Edit an Allocation
- Allocation Builder: Allocation Wish List
- Prevent Auto-Login on Website Upon Wine Club Sign-Up
- Allocation Builder in vinSUITE: Add an Allocation Step 3
- vinSUITE Club Levels
- Wine Clubs: Step #1 Create Club Batch
- Wine Clubs: Step #5 Finalize Batch
- Wine Club: Club Batch Pre-Flight
- Allocation in vinSUITE: Allocation Sales Report
- Smart Subscribe
- vinSUITE Set Up Custom Clubs
- Allocation in vinSUITE: Allocation Wish Lists Report
- vinSUITE Release: Custom Club in vinSUITE admin
- Wine Clubs: Club Batch Processing Overview
- vinSUITE Create Custom Club Batch
VinSUITE Members
- Sales Associates in Club Memberships
- Sales Associate: Add a Sales Associate
- CustomerCentral: Updating RMS To Use The NVPOS HTML Bar
- Sales Associate: Delete a Sales Associate
- Member Validation Overview
- Sales Associate: Edit a Sales Associate
- Sales Associates in the OMS
- CustomerCentral: Creating A Customer
- vinSUITE Member Record
- vinSUITE Desktop Certified for Canadian Customers
- vinSUITE Member Record: Channel Tracking
- New Member Confirmation
- vinSUITE Member Record: Member Types
- Helping Clients Update SPF Records
- vinSUITE Member Record: Wallet
- vinSUITE Member Record: Address Book
- vinSUITE Member Maintenance
- vinSUITE Member Record: Club Info
- Allocation in vinSUITE: Allocation Members Report
VinSUITE Reports
- Report Builder: Add A New Report
- Report Builder: Report Base Definitions
- Report Builder: Edit An Existing Report
- Report Writer Data Dictionary (2)
- Report Writer Data Dictionary (1)
- Report Writer Data Dictionary (3)
- Report Center: Report Types
- Report Builder: Report Filters
- vinSight Dashboard User Guide - Part 5
- vinSight Dashboard User Guide - Part 2
- New Year's Resolution: Master Year End Reporting
- vinSight Dashboard User Guide Part 1
- vinSight Dashboard - Quick Start Guide
- vinSight Dashboard User Guide - Part 3
- vinSight Dashboard User Guide - Part 4
- vinSight Dashboard User Guide - Part 6
- Enable vinSight Dashboard Access for Admin Users
VinSUITE Settings
- System Settings: General Settings
- Resetting Hooks For RMS
- Setting Up Products in vinSUITE
- TotalRecall: Installation And Configuration
- InventoryCentral: Installation And Configuration
- Fulfillment: Enable Fulfillment Settings
- System Settings: Mobile POS
- Setting Up Shipping Options: Shipping Types
- Setting Up Shipping Options: Zones
- Setting Up Shipping Options: Shipping Rates
- System Settings: Mobile POS - Location Settings
- User Management: User Roles
- System Settings: Website Store
- System Settings: Cart Clearing
- AdvancedDiscount: Installation And Configuration
- System Settings: R&R Reasons
- CustomerCentral: Configuration, Favorites And Prompts
- System Settings: ValuTec
- System Settings: Inventory
- User Management: Add New Sales Associates in vinSUITE
- OmniStock: Setting Up Multiple Location Inventory
- User Management: Add New Admin Users in vinSUITE
- Setting Up Shipping Options
VinSUITE General
- System-Wide Adding Lists Pages
- System-Wide Web Content Pages
- Task: Search for a Task
- System-Wide MetaTags Tab
- System-Wide Icons
- vinSUITE Commerce
- Tasks: Add a Task
- Access a SalesForce Knowledge Base Article
- Explore vinSUITE Knowledge Center
- Deleting a Task
- Salesforce Activity Tracking Best Practices
- Valutec Gift Cards in the OMS
- Add-to-cart URL Generator
- INTERNAL: IP Banlist 403 Forbidden Error - Request Forbidden By Administrative Rules
- 403 Forbidden Error
- vinSUITE Log4J Vulnerability Response
- How to Write Your Own Custom AI Prompt: A Step-by-Step Guide
- vinSUITE Core September 2025 Release
- vinSUITE Dashboard
- vinSUITE Compliant with PCI DSS v3.2.1
- Invalid token referenced; token does not exist.
- Creating a Support Case as an Account Manager
- vinSUITE May 2025 Release
- vinSUITE's 2021 Roadmap
VinSUITE Marketing
- List Builder: Delete A List
- 3 Ways To Boost Revenue With Cart Recovery
- New Year, New Campaigns!
- Updating SPF for Improved Email Deliverability
- Automatically Exclude Products From Promotions and Discounts
- vinSUITE Marketing: What is List Builder?
- vinSUITE Service Disruption - How to send email to clients
- Marketing: Discounts and Promotions
- Copy Promotion Feature
- How-to setup popular holiday promotions in vinSUITE video walkthrough
- vinSUITE Marketing: Preference Based Marketing
- PromoBuilder Best Practices
VinSUITE Products
- ProductControl: Enabling Error Uploads
- ProductControl: Installation, Register, And Hooks
- vinSUITE Products: Add a Kit
- vinSUITE Products: Product Attributes
- Prep Your Products for the Holidays
- vinSUITE 2022 Product Roadmap - What's On the Horizon
- Product Image Best Practices
- vinSUITE Products: Add Collateral
- vinSUITE Products: Add a New Product
- vinSUITE Products: Gift Certificates
- vinSUITE Products: Product Categories
- vinSUITE Products: Add A First-Party Product
- vinSUITE Products: Add a First Party Wine Product