...and just in time for Black Friday!

Back-office Updates:

• You might have noticed we've made the Customers, Club Members and Orders screens nicer to look at and improved the data on display
• We've built a brand new and fully featured drag and drop email composer - you'll love it!
• You can now embed pre-filled / suggested shopping carts to your email campaigns that link directly to your Checkout for instant purchase

Vintner POS Updates:

• You can now add Notes to Draft and completed Orders (and respond to them too)
• You can now add a Delayed Dispatch date to a Draft order and edit it on completed Orders
• You can now attach a Customer to an Order after it's been completed (instead of only being able to do it before it was completed)
• You can now give Parked Orders a name/description
• Added support for Stripe's latest SIM card-enabled card reader, the S710
• Fixed a few bugs and annoyances

Design Refresh

We've given a few of the Back-Office screens a bit of a revamp - less pink, more white space, better spacing, more information and prettier loading spinners (very important!).

Let's start with the Orders screen where everything is condensed within narrower rows so you can fit more on one screen. We've also cleaned up a bunch of the labels (got a few more additions planned) and made the Order Detail side panel cleaner:

The same can be said of the Club Members and Customers screens:

On the Customer's screens, we've cleaned up the info labels and also made them more useful:

• Before you were able to see who was subscribed to the Mailing List... now we've added a label to show who's an Active or Paused club member
• If you've applied "Purchased" filters (eg. people who have purchased Chardonnay) it used to show you "[Filtered Amount] / [Lifetime Value]". Now it also shows you the percentage. Eg. in the the first row of the screenshot above, if a customer has spent $1533 on Chardonnay out of a total Lifetime Spend of $3175, we now display that $1533 is 48% of the Lifetime spend
• We've done the same for email open rates, showing the percentage of emails opened instead of the count.

New Email Composer

We think you'll like this one... a lot.

Our previous email builder was initially intended for quick and simple messaging. It was really good for this... but it wasn't well suited for more elaborate content. Our new email builder is.

Highlights - You can now:

Build emails using a range of different "blocks". These include headings, text blocks, images, buttons (yay!), columns, images and HTML blocks:

Those that want to send club selection emails with a little more flair than the system generated ones will love that you can now insert Merge Fields into buttons and style and place them however you like:

When it comes to increasing sales conversions on email campaigns, one of the biggest problems is that the customer still has to do a lot of heavy lifting:

"Hey we've got this great offer... all you need to do is go to our website, add the product to the cart, and get yourself to Checkout."

What if you could do the heavy lifting for them?

That's why the coolest block is the Cart block, where you can build and embed a pre-filled shopping cart with a Checkout button that takes customers directly to the Checkout screen for the quickest purchase possible (i.e. it by-passes your website). You can even attach Coupon Codes:

You can add multiple Carts to one email:

If they've already got an account, or they're already in the WithWine app, or they've already for a login authentication token for your website thanks to the WithWine login (which almost 200,000 people do), when they click on Checkout from the email, they'll only have one more click to do on the Checkout screen, which is to Confirm the payment:

If customers want to add more to their Cart than what you've pre-filled for them before doing that though, they can do that from the Checkout screen itself too:

You can select from a range of templates we've built for you or you can create your own and use them for next time:

(For those who want to continue using HTML templates from external builders, we've kept the old composer there behind a new dropdown beside the Email button

Because you can now save Templates and (more easily) save Drafts, etc. we've made a few tweaks to the old "Sent Emails" screen, now naming it merely the "Emails" screen and adding more filters:

We'll produce a video deep-diving into the new email builder and share it with you in the coming weeks.

And now onto some great additions to Vintner POS:

Adding Order Notes

You can now add Notes to an Order while it's currently in Draft and after it's been completed:

You can even respond to Notes within Vintner:

Add Delay Dispatch Date

You can also add a Delay Dispatch date to an Order before and after its completion:

Thank you Rieslingfreak for these excellent suggestions.

Adding a Customer after Order completion

One of the big differences between wwPOS and Vintner is that on the old POS you could add the customer details to the Order after it was completed (via the Receipt screen) while on Vintner, you'd do it before the order was completed. We didn't do a Receipt screen in Vintner in an effort to reduce the number of screens/clicks staff had to take to get an order completed, but it turns out some customers would change their mind after it was too late... so now we've made it so you can also add their details after the order's completed:

Thank you Rieslingfreak, Cassegrain, Heifer Station and an array of others for this feedback!

Naming Parked Baskets

Now when you Park an Order, you can give it a Title:

Thank you Punt Road for this suggestion.

New Terminals

In preparation for the launch of Stripe's new card reader - the SIM card-enabled S710 - Vintner is now on the latest version of Stripe's SDK. For those of you who don't know, the S700 and S710 are internet enabled readers with a large and sexy screen. It can also present nicely when paired with a dedicated charging dock:

This adds to the array of other payment terminals available to use with Vintner:

Bug Fixes

A few bugs - mostly to do with Addresses - crept into the previous update. They have now been fixed.

Thank you Wise Wine, Grosset, Rieslingfreak and Saddlers Creek for identifying those for us!

New Spinners

OK, OK so this isn't a big deal... but we like little details like these:

If you have any questions or would like to learn more about these updates (or anything else WithWine), as always, please do not hesitate to reach out to us!

Summary:

• The order in which products are displayed for Auto-Recurring / Standing Order clubs can now be customised
• You can now entirely remove old contacts from your CRM rather than just Unsubscribing them
• We've added a range of new Filters to the Customers screen:
• A range of small bug fixes

Recurring / Standing Order wine club improvement:

A couple months ago, we added the ability for those running Editable Winemakers Selection clubs, to customise the order in which products are displayed in the selection form.

We have now added the same thing for those running Recurring / Standing Order wine clubs.

When you head into the club's Settings page, when you are in the "Products Available for Selection" section, you can now drag and drop (or click up/down) the products into the order you'd like the list presented to customers.

Eg. You might want all the available Mixes to appear at the top of the list and the individual bottles below:

So then the Selection List looks like this:

Removing customers (entirely) from the CRM:

We always figured you didn't really need to entirely remove a customer from the CRM given that the system always obeyed the Subscribed to Mailing List Yes/No rules no matter which tab you were on... but it turns out some people do want to simply disappear some contacts; so now you can do that:

New Filters:

In the Customers screen, you can now filter to see who has / hasn't got a phone number attached to their CRM Contact Card under the Who Have category:

And you can filter by more variations of Club Member statuses under the Who Are category:

Speaking of Filters, we fixed a bug in the Club Members screen which caused some people who weren't in an active club run, to be included when filtering by who have a Customised Selection vs those who are getting the Default Order.

Stay tuned as we have some great updates for Vintner to announce shortly!

Lots of nice little improvements:

Within our new Checkout and Club Signup screens (currently in voluntary BETA), we took the opportunity to make a few improvements...

The Phone Number field now has the country code prefix and proper formatting. If the winery is in Australia, it defaults to the Australian prefix, if the winery is in the US it defaults to the US prefix. This will help make phone numbers nice and clean for some future plans we have.

Next up, the date picker we had in the original form for the Date of Birth field was way to painful and slow to fill in - especially for quickly signing up new members via Vintner POS - so we've changed it so now a customer only needs to type in the appropriate numbers. They don't need to tab between DD/MM/YYYY either... they can just rapid fire type in 1010201 and the form will format it correctly to 10/10/2001.

For wineries in Australia the format is DD/MM/YYYY and for our American clients it's MM/DD/YYYY (even though that's as logical to us as the imperial system of measurement 😝)

The credit card field on the original form also needed too many taps to jump from the card number field, to the expiry field to the CVC field... so that's been updated to a single field entry form:

DID YOU KNOW (side note): for customers wanting to join your Wine Club but only rocking credit cards in their Apple Wallet, in Apple's recent update to iOS26, Apple Wallet customers can now find/reveal their card number by tapping this button:

We've made some improvements for those sending emails using their own HTML templates. Firstly, we've made the email composer full screen. Secondly, when you opt to use your own Header and Footer, a new Tab appears where you can paste in your HTML:

In the next Content tab, you can preview it. We've got a few more improvements to the composer in the works, so watch this space!

Now you can filter your Customers screen to see who Unsubscribed from your mailing list:

When you add a Note or Task to a customer's profile, it's added to their Activity Feed:

When sending Pickup Reminder emails, you can add a custom message:

Which goes here:

For Australian clients, when we updated our plugin with Australia Post, Australia Post (for some very questionable reason) made it so you have to download the labels within 24 hours of purchasing them. To get around this annoyance, we made it so instead of retrieving the labels from AP, we now save them to our own database so you can download them again whenever you want.

• Version 1.2.1 is now available on the App Store
• Fixes a problem many were experiencing with Australian EFTPOS cards (which would cause the terminal to freeze up)
• The order "success" notification can now be swiped away so people using Vintner on an iPhone don't have to wait before they can Add Customer on a new order

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:
​

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!).

Vintner POS Update

There is a new update available for Vintner on the App Store v1.1.4.

• Fixes an issue were some people weren't able to see the Logout button (thanks Saddler's Creek and AvinoDos)
• Fixes an issue were some people with unusual combinations of Language and Region settings were having trouble logging in (thanks Petersons!)

New Filter on Club Members screen

Now you can filter your Club Members by who signed up the member.

Head to Club Members and find the dropdown "and signed up by" and you can see which members signed themselves up or which staff member signed them up.

New Addition to Venues screen

Keen observers will find new tables in the Venues and Stock Locations settings screens. These are for third-party festivals and events:

If someone hosts a festival or event at which multiple wineries are in attendance, we can create an Event (on our end) and add the attending wineries to that Event. This then creates a Third Party Venue on your end, which you can log into and attribute sales against on your Vintner POS.

This enables us to capture event data in aggregate for the organisers and attending wineries to better understand how successful the festival / event was:

• how much was sold at the event?
• how much did the average winery sell?
• how much did the average customer spend?

...and more importantly:

• what was the $ value of orders placed by festival/event goers 24hrs, 7 days, 1 month and 1 year after the event?
• how many new club signups derived originally from that event?
• And so on...

This is going to be a pretty big feature for us going forward (it even gets its own section on our new website) so expect to see us referring to it more often going forward!

Back Office Updates:

• Now you can edit the "Processed by" attribute for Orders

• Now Receipts (A4 and Thermal) show a Refund Status (thank you Giant Steps)
• You can further tweak the wording on Newsletter Confirmation emails (thank you Cinderella)
• We've added a counter to the Cart tab for Back-Office/Phone orders (thank you Cinderella)

• Advanced Prices are now Available Prices and a base price is set automatically when a product is made Available for Sale

Vintner POS Updates:

Vintner updates are in v1.1.2 Available on the App Store.

• Now you can view more information re the Stripe Payment attached to an Order (thank you Rieslingfreak and Byrne Farm)

• Now we provide a Subtotal for every product in the Cart, not just those that have been discounted (thank you Pressing Matters)

• Now when a club member is signed up mid-order, the credit card used for the Club can instantly be used for Card-on-File payment of the Order you were in the middle of (thank you Pressing Matters and Wren)

We think this little update will make more than a few of you happy campers:

• The display order of products in the selection form can now (finally) be customised
• You can now schedule the sending of the selection email

Customising Display Order:

When you're adding products that customers can select from, you can either drag & drop products into the order you want them to be presented, you you can move-up / move-down.

Eg. You might want Mixes up the top, or you might want to show whites first and reds second. The choice is now yours!

Scheduling Club Selection Emails

To date, when you post the club run, the system instantly sends the selection email... now you can schedule it:

Simply click the Set Schedule button, then select the date and time you'd like it to be send.

Simples!

***Action Required***

(Australian Clients only)

New Australia Post integration to comply with Victorian regulations

Victoria has recently updated their requirements for alcohol shipments to the state and to comply, shipments must now be marked "Deliver to Addressee only".

We took this opportunity to rebuild our Australia Post integration (which you'll notice is much faster than the old one.

TO BE COMPLIANT YOU WILL NEED TO CONNECT YOUR AUSTRALIA POST ACCOUNT TO THE NEW PLUGIN IMMEDIATELY.

Head into Settings > My Brand > Shipping > Scroll to the bottom > Click Add Shipping Provider > Choose Australia Post and fill in that form.

You will need your Australia Post API credentials - they're the same as what you needed for the old one, so everyone will have them already, but if you don't here are some steps:

For those using Fastway/Aramax, there is no action required.

Please don't hesitate to contact us if you require assistance.

Within a customer's Profile in the CRM, you can now Pin a Note (or multiple notes) so they appear at the top of their profile:

Need to ensure an important Note doesn't get missed? Just Pin it.

In case you didn't know, you can also Reply to a Note so you have an audit trail:

While we're here... someone asked us after a previous update "How did you get those sub-categories under Customers, and Orders?".

If you find yourself using the same combination of Filters again and again, you can simply create a Saved Search:

We hope you enjoy these updates. More to come 😀