Summary

• You used to have to manually add and remove individual products to your Product Lists. Now WithWine can dynamically / automatically add and remove them from a Product List based on certain criteria
• You now have the ability to add one or more Surcharges to orders based on a range of criteria (Eg. CRV in California for all channels, or a Public Holiday Surcharge via POS)
• For those with an Editable Winemakers Pack type wine club, WithWine now reserves the stock of the winery's default order... rather than just the orders that customers have customised
• On the Orders, Customers and Club Members pages, the Filters are now hidden behind an accordion to free up space
• Those using our Wordpress integration can now track where a mailing list signup came from (eg. your Homepage or a campaign's landing page)
• We've made deposit reconciliation faster by speeding up the time it takes for a list of deposits to load

Dynamic Product Lists

Product Lists are incredibly versatile and useful. What's great about them is how one list can be used for so many different things. Eg. If I create a list called "February Highlights" with 5 wines inside, I can make that list

• a POS Category in Vintner and
• an eCommerce Filter on my website and
• a Flight in the WithWine app and
• a Reporting category.

In the past you would need to manually add and remove and sort products in a Product List. Now you can create a list and have WithWine automatically/dynamically add/remove products and sort them based on their metadata.

Example 1: You might want a list called "Chardonnay" and every time you create a new chardonnay product, it automatically gets added to that list.

Example 2: You want a list that auto-adds any product with the word "Glass" in its name.

Example 3: You want a list that auto removes anything that's no longer Available for Sale.

Within the Select Product section of the Product List's settings page, there's a new dropdown with the following options:

And under that are all the all the variables you can set for Dynamic Product List:

Lists can be created using:

• Search terms: eg. a list of everything with the word "Glass" in its name
• Wines Types: eg. a list of all Red Wines
• Varieties: eg. a list of all Chardonnays
• Regions: eg. a list of all wines from the Hunter
• Product types: eg. a list of all Mixes
• Available to buy: eg. exclude all products that are no longer for sale
• Volume: eg. for a list of all magnums you'd enter 1500 in the Min and Max boxes

You can add one variable or a combination of variables.

Because the system is automatically adding and removing products from the list, you can also set it to automatically sort the list one or more ways:

We think this is going to be an awesome addition for Product Lists that will help make your life easier and your business more efficient 🤓

Surcharges (BETA)

Within Settings > My Brand > we've changed the Taxes button to Taxes & Surcharges:

(Sidenote: as part of this project, we also made the Taxes functionality much easier to use/navigate).

• A Surcharge can be set to be a % of the total order (eg. a Public Holiday Surcharge), a $ amount per product in the order (eg. 10c per bottle for CRV), or both
• A Surcharge can be set up to only kick in if the order is being shipped to a particular state (eg. California)
• A Surcharge can be set up to only apply to orders placed via a selected Channel (eg. only apply to orders placed via the Wine Club channel - eg. Handling Fee)

(Sidenote: Surcharges applied via POS will be supported in an upcoming update to Vintner - that is why Surcharges is officially still in BETA).

When you click into Taxes & Surcharges, the page defaults to Taxes but you can click on the pink button up the top to instead work on Surcharges:

If you click on Add Surcharge, you are then presented with this form, in which you can fill in the details of your new Surcharge product:

Generally, when charging a Surcharge you need to add Tax to the surcharge amount, but only if the Surcharge is being applied to a taxable item. This is what the "Apportioned based on line items" option is for.

Eg. If an order is for $100 of wine, and a $10 surcharge is applied to the order, sales tax would be added (or included) to the entire $110. But if $50 of the order was for wine and the other $50 for an item on which sales tax isn't added (eg. bottles of water), sales tax would only be added to $5 of the $10 Surcharge.

Once that's done, you can set a default Surcharge for all Channels or individual Channels:

But if you want to apply a Surcharge to customers in a particular state you can Add Country then set a Surcharge to individual states:

Reserve Stock Movements

In the past, the "Reserve" Stock Movement was used to reserve wines that customers had selected if they're part of an editable Winemakers Pack wine club.

We have now made it so the Winemaker's "Default" selection is also reserved.

Mailing List signup sources

For Wordpress website users wanting to track the success of different "Join Our Mailing List" forms, we've added a parameter to add a customer tag. This is configurable via Settings > Website > Custom Credentials & Configuration:

Filters Clean-up

When WithWine started the Customers screen had 7 filters... now it has 11; the Club Members screen had 3... now it has 10; and the Orders screen had 4 which has now grown to 12.

Our filters are awesome but they've started taking up a lot of room on the Customers, Club Members and Orders screen, which was particularly frustrating for those who don't use them as often thanks to Saved Searches.

So we've cleaned things up by tucking the Filters behind an accordion. Now, to reveal the filters simply tap on the button with the three dots next to the Search button in the top right:

Speedier Deposit Reconciliation

WithWine makes reconciling your deposits a breeze when you head into Orders > "Show Orders for [Company Name]" > then select the deposit you're wanting to reconcile.

The problem was that the system was retrieving a list of every deposit ever made into your account and as a result, the loading times started to take too long.

We've now made it so it loads the last 100 deposits and if you want to go back further you can now "Load More"

Prettier Tick Boxes

You mightn't care, but the green square tick boxes with the sharp corners were annoying us... so we changed them to something that looked like they "belonged", from this:

To this:

It's the little things 😊