Summary

• Vintner 1.2 update is now available on the App Store
• Now on Vintner you can pass on a credit card fee to customers
• You can also charge additional Surcharges, eg. Public Holiday Surcharge
• We've added reporting for both within the Orders screen and Detailed Summary
• Now you can override the Channel on Vintner (eg. if you want a sale to count as a Club order instead of a Tasting Room order)
• If you need an "Other" payment type in Vintner, we can switch that on for you
• Now you can chose which day of month you'd like auto-recurring order clubs to be charged
• You can also bulk update schedules and future charge dates
• Now you can post a new Club Run for members that might still have a previous club order yet to be delivered/picked up
• The system now sends credit expiry reminder emails to customers
• We've made small look/feel changes and improvements to some of the buttons within the Customers, Club Members and Orders screens
• Various small bug fixes

Vintner

Vintner 1.2 is now available on the App Store for download.

Pass on a Credit Card fee to customers

To switch it on, simply head into Settings > My Brand > Taxes & Surcharges > Click on the selector button to open the sub-options (when you first get to that screen, the selector is on Taxes):

Click on Card Processing Fee. The name and SKU can be edited from their defaults, but the business end are these two fields:

You can set a simple %, a flat rate $ surcharge or both.

When you go to collect a credit card payment, the terminal will automatically increase the charge amount by your configured rate.

Reporting for Card Processing Fees is included in the Orders reconciliation dropdown and the Detailed Summary management report.

Please note: Card Processing Fees do not contribute to your Order totals, but we do provide the amounts charged so you can reconcile your deposits:

In this example above, you can see that the total Order value of $181.50 plus Card Processing Fees of $3.72 make the total payments processed by WithWine (Stripe) worth $185.22.

Card Processing Fees are also added to the customer's receipt.

Please check your local laws regarding what fees you're allowed to pass on, the limits to those fees and what notifications you must display to customers.

Surcharges

Click on the selector button and then Add Surcharge:

Next, you'll want to add a Name for the Surcharge, a SKU and nominate its tax treatment:

Re tax treatment, it can either be No Tax, or "Apportioned based on line item" - that means, if an order has two items but one of them isn't taxable, then the same portion of the surcharge will also not be taxable.

Eg. A $100 order has $90 of wine (which is taxable) and $10 of Olive Oil (which is not taxable), and a 10% public holiday surcharge is applied ($10), and need to add 8.5% tax to the order, the system will add $0.765 tax to the Surcharge (90% of the $10 charge is taxable... $9 x 8.5% = $0.765).

You can also nominate which Channels you want Surcharges to. Examples:

• Apply a Public Holiday surcharge to orders placed via POS
• Apply a Shipping & Handling surcharge to Website orders
• Apply a bottle deposit scheme surcharge to be applied to all orders across all Channels

You can even apply surcharges to specific products within Orders using Product Lists!

When checking out on Vintner, the Surcharge amount is highlighted in the Cart Summary:

If need be, the staff member can remove the Surcharge via a new menu item:

Channel Override on Vintner

Now you can override the Channel an order placed via Vintner is attributed to:

Some example use cases:

• Sales reps can now use Vintner to place Wholesale orders when they're out on the road
• If someone comes into the Tasting Room and you want this Order to count as their next club order, you can select the Club Channel and the system will automatically update their next charge date (including for those in a schedule)

Auto-Recurring / Standing Order wine club updates

We know this one will make a few people happy...

If you were using Scheduled charge dates for auto-recurring wine clubs, the default charge date was the 20th of the month. Now you can nominate your preferred charge date and time.

Here it is with the Club's settings page:
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You can also update members' assigned Schedules and Next Charge Dates in bulk.

Head to the Club Members screen and you'll see we've bundled the Bulk Actions into their own button and that there's a new bulk Action:

Once clicking on that, you can amend the Schedules people are in and/or update their Next Charge Date in bulk:

Example use cases:

• if you're not currently using Schedules but want to start, you can create the Schedules within the Club's settings, then update all your members so they each have an assigned Schedule
• If you have a schedule that lands on the 15th of December, but you want to get the pack out by the 1st, you can update the December charge date for everyone in that December Schedule!

Create new Club Runs despite unfulfilled Orders

Turns out, quite a few club members would opt to pick-up their club shipments from the Tasting Room, but take a little too long to collect... which prevented a winery from including them in the next club run; so we have removed this overly-safe guard (but we do still display a warning):

Credit Expiry Emails

On email receipts, we always included Credit Amount Earned (if there was any credit earned against an order) and current Credit Balance. We have now added the earliest expiry date:

WithWine now sends out automated Credit Expiry Reminder emails. The wording of which can be tweaked to your liking within Settings > Email Templates:

While we're on the Email Templates screen, you are now able to revert them back to their defaults:

Small look & feel updates

Firstly, when we tucked the filters behind a button we made that button a little too minimalist and people couldn't work out where it was... so we've changed it to make it more obvious (1).

We've made it so the pink action buttons on all screens now dynamically adjust their width according to the size of your browser window... basically so they look nicer when the window is shrunk / narrower (2).

In the same area, you'll see we've also tucked the Show/Hide Additional Columns button behind a new minimalist button (because it's used very infrequently, we thought it would be OK to lean into the minimalism for this one!).