• Now you can see the granular details of your Outstanding Liabilities (including cancelling issued Gift Cards)
• We've made it so everyone currently with access to Club Memberships also has access to Messages (it turns out club members like the feature but many bosses hadn't granted their club managers access to the Messages section so they could reply)
• To reduce the chance of Messages accidentally getting Marked as Read, now when you open Messages you have to click on a message to read it (previously it would auto-open the newest unread message and mark it as read)
• We've fixed a bug that was causing Account Migration to fail

Outstanding Liabilities

If you head into Settings > Loyalty & Credit and scroll to the bottom you (or your accountant) can see all Outstanding Liabilities - i.e. Gift Cards that have been sold but not used, Credit that has been granted but not used:

We've now added the ability to see more detail behind these totals and export those details to CSV so you have visibility of:

Gift Card Created: when a Gift Card was created / sold

Credit Created: when credit was manually granted, automatically issued by the system, or transferred from a PDF Gift Card to a customer's account

Expiry: the Expiry date of a Gift Card and/or Credit Balance

Gift Card Code: the Gift Card ID

The ability to manually Cancel a Gift Card - eg. if you sold a $100 Gift Card on your website but redeemed it on an external system (eg. in the restaurant which might not be being powered by WithWine):

Source Order: the Order in which the Gift Card was sold or the Order off the back of which auto-Loyalty Credit was issued

Gift Card Amount: self explanatory

Current Credit Balance: eg. the Gift Card might have been originally worth $500 but $250 of it is still available on the customer's Credit Balance

Credit Source: Whether the Credit Balance was:

• Purchased: i.e. a Gift Card was purchased and the value has been transferred to the customer's Credit Balance
• Manual: Manually issued by a staff member
• Loyalty: System issued by the Loyalty Program capability
• Import: Imported to WithWine via a CSV upload

Credit Class: What the customer can spend the Credit Balance on

Credit Comment: Any notes that may have been added by a staff member when manually adding to a customer's Credit Balance

Credit Issued By: The staff member who manually added credit to a customer's account

Credit Email: The customer account on which the Credit Balance sits

FRIENDLY REMINDER

You generally wouldn't charge GST / Sales Tax on Gift Card sales, in which case you would want to add your Gift Card product/s to a Product List (type: Tax) with Sales Tax set to 0%. Make sure you speak with your accountant / tax specialist about how to correctly account for Gift Cards and other credit products.

Messages

Customers have been quick to use the WithWine app to message their favourite wineries... but we noticed that some wineries were missing some of the messages because when they opened the Messages screen it instantly Marked as Read the latest unread message. Now it doesn't.

Handy Hint: if you want to come back to a customer's message later, you can click on the three little dots beside their message and Mark (it) as Unread so you can remember to come back it:

WithWine exists to help improve the ways you are able to engage with customers.

• Paper tasting notes have existed for decades but we thought they could be modernised so we built wwKIOSK
• Websites are good but apps are better, which is why we built the WithWine app
• Emails are OK but...

In its biggest update since the WithWine app's release, we're very pleased with our first step at solving your biggest email and customer communication problems.

This is a free update for all clients available immediately.

Please watch this video for all the details. We hope you like what you see 😀

• Now you can add/edit Stock levels to a product within the Product Setup screen
• Added support to emails sent to iOS devices using dark-mode
• Fixed a bug that was causing an error to display when sending emails, even though they were being sent

Adding / Editing Stock levels from Product Setup

Following on from our last released, we have now added the ability to add/edit a product's stock levels from within the product's setup screen.

This is how it looks for a new product:

All the fields start at zero (0) and you can add the values which will be saved when you Save the product.

For an existing Product, it looks like this:

i.e. the Stock levels at each location are displayed and you can perform either a Movement or a Transfer without needing to go into the Stock screen.

This, coupled with the cleaning up of the Product Setup screens and support for adding a product to a Product List within a Product Setup screen is another small but high-impact improvement we hope you enjoy!

• We've re-organised Product Setup screens
• Now you can add a product to Product Lists within the Product Setup screen

As WithWine has grown and had more and more capabilities added to the platform, the Product Setup screens started to get a little unwieldily... so we've cleaned them up and added some new sections to help you get more done quicker.

To begin with, we've made it so the setup screens are broken up into Sections which are collapsed by default (with the exception of Wine Details and Pricing). Clicking on a Section reveals additional (voluntary) fields to complete:

Additional cleaning up:

• we've move all the mandatory fields up to the always open Wine Details section
• We've set the Barcode field to "No Barcode" by default
• We've put all Pricing (Standard and Advanced) within one section and also cleaned up the layout

Gone are the days of creating a Product and then needing to go into the Product Lists as a seperate step. Now you can add a product to a Product List within the Product's setting screen:

Those with a keen eye may have noticed in the screenshot above what's coming next... the ability to Add / Edit a product's Stock from within the product's setup page.

We hope you enjoy these "quality of life" updates 😊

Now you can toggle ON / OFF whether a product is automatically marked as Fulfilled when purchased by a customer.

Eg. If you don't want a Gift Card to be in Orders as Ready for Pickup / Ready for Shipping (because it's already been delivered digitally) you can switch off Requires Fulfillment.

This setting can be found within the Shipping section of a Product's setup screen.

This update is for people with a wine club who:

• Might want to charge a joining fee
• Might want members to pre-pay an amount in advance
• Might want to improve wine club cash-flow

Now you can:

• Charge people upfront when they join a Winery Initiated type wine club
• Have a credit applied to the new member's account

There's a new section within the settings page of Winery Initiated type clubs called Charge on Signup (the feature is not available for the System Initiated / Recurring Order type clubs given they already charge the customer for an Order upon signup).

Charge Amount: Amount you want to take off the customer's credit card when they sign up

Credit Granted: Do you want to give any, some or all of the Charge Amount back in the form of credit on the customer's account?

Credit Class: This lets you lock down what that credit can be spent on. Eg. Anything? Future club orders? Voluntary website orders?

Examples:

1. "There is a $500 joining fee to join our club" = Charge Amount $500 and Credit Granted $0.
2. "Pay for your first pack in advance" = Charge Amount $250 and Credit Granted $250.
3. "Join our club and get $100 shipping credit to spend on our website" = Charge Amount $0 and Credit Granted $100 and Credit Class Shipping only.

Linked Product Name: This will create an Other Product that will a) show on the customer's receipt and b) in sales reporting (e.g. "Joining Fee")

Checkout Messaging: You can leave this blank and WithWine will insert text to let the customer know they're about to be charged an amount upfront... or you can customise it to your liking:

If the Charge Amount is higher than $0 we have added "Pay Now" to the "Join Club" button to highlight further to the customer that they will be paying something immediately.

The new member will be emailed their receipt which will display any credit they earned plus their total balance:

We're excited to see what clients decide to use this capability for. Golf Clubs charge joining fees... maybe wine clubs can too?

As always, don't hesitate to reach out to us if you need any help 😊

"Upcoming Recurring Order" emails used to be sent 5 days in advance. After quite a few requests to push the timeframe further out, we have changed it to 8 days in advance.

Hi there,

We recently presented at the Wine Communicators Direct-to-Consumer Wine Summit and we took the opportunity to make the case for allocating more effort toward re-engaging with existing customers rather than constantly chasing new ones...

Overnight we released the following features to all users:

Create Similar Order

We recently released the ability to Create Similar Order from a member's club selection, where you could create a new order with the cart already populated with the member's selection.

After we released that we thought to ourselves "you should be able to do that for all historical orders" - i.e. if any customer (not just members) rings you up and says "I want the same as last time" you just find the old order and click Create Similar Order.

The cart will open up pre-populated with the contents of the customer's previous order.

If this has given you an idea, it's probably the same as ours... so watch this space.

Order Status added to Customer side-panel

One of our clients requested this, and we thought it was a good idea.

Now when you're in the Customer's side-panel, we're displaying every Order's payment and fulfilment status.

Resend Emails from Customer side-panel

Sometimes a customer will say "I didn't get the email", so now there's an Actions menu beside every historical email with the option to Resend that single email.

Display of Benefits on Club signup improvement

When you're running a club with multiple tiers of benefits, when we displayed those benefits to the customer signing up, they weren't as clear as they could have been.

Previously, the example above said "5-15% off full prices for bottles" in all the option buttons.

As you can see, we've tweaked it to make clearer the minimum benefit of the 12 bottle option is now 10% and the minimum for the 24 bottle option is 15%. A small tweak but a nice one.

Thank you to everyone for their feedback that have lead to these improvements! We hope you enjoy them 😊

We've made some changes and improvements within Club Members related to Retrying Charges for memberships with a Failed Payment.

Making Updates to a membership while it has a Payment Failed flag

Historically, if a member's payment had failed, you were unable to make any updates to their membership without also retrying the charge (because the "save" button said Update Membership & Retry Payment).

We've changed this so now the two actions (saving changes and Retry Charge) are two seperate steps.

First you would make any updates to the membership within the Edit Details page and click:

Then you would click Retry Charge separately:

Note: When a customer is updating their member details, the black Update Membership Details will have "and Retry Payment" added if they edit / update their payment details.

Retry Charge on automatically recurring orders

If an automatically recurring order's payment failed, you could click Retry Charge to try again.

But if you didn't want to try again and instead chose to update the charge date to some time in the future (i.e. when the customer asked to skip a pack), you'd still need to click Retry Charge to re-insert the membership into the queue, even though you weren't actually attempting to retry the charge.

Super confusing! We know! Which is why we changed it:

Now for automatically recurring orders with a Payment Failed flag, if you update the charge date to some time in the future (effectively doing a manual "skip"), WithWine will automatically put the membership back into the queue, the Retry Charge button will disappear and the Payment Failed flag will be removed.

We hope this helps all the wine club managers out there! Please don't hesitate to reach out to us if you need help with anything 😊