Vinoshipper App

Sync C7 Orders to Vinoshipper in real-time for compliance checks and fulfillment

Vinoshipper app streamlines workflows with a real-time integration between Commerce7 and Vinoshipper. 

In this Article

Overview of How it Works

Important Steps to Review Before Installing the App

Installation Steps

Workflow

Vinoshipper Messages and What They Mean

How Fulfillment Updates Work

FAQ

Overview of How it Works

In a nutshell, here's the flow.

• Order is sent: When a shipping order is placed for the states you have defined, it will automatically flow to Vinoshipper for compliance verification. (Pickup Orders are not transmitted to Vinoshipper). 
• Order is fulfilled: The order is fulfilled/shipped in Vinoshipper, the tracking numbers will be automatically sent back to Commerce7, which will then notify your customers via email with their shipping information.
  • Print labels/packing slips: Shipping labels and packing slips are printed off directly in Vinoshipper.

• A note about Refunds and Exchanges
  • Refund and Exchange Orders will not sync to Vinoshipper. Instead, they must be voided directly within Commerce7.

• • If an address needs to be updated, you must first void and refund the original order. Once that is complete, a new order should be created with the correct address information.

Important steps to review before installing the app

Before you install the app, please be aware of the following and take the steps recommended below.

• Remove Vinoshipper links/carts from your website (if applicable): All orders will flow to Commerce7 using the Commerce7 checkout process. Make necessary adjustments on your website and remove Vinoshipper links or carts. You will likely need to engage with your designer for this. If you need a designer recommendation, click here for suggestions.
• Products: SKUs must match in both platforms to sync the information. Review other product details such as price.
• Shipping: Update your Operating Countries and create Shipping Zones for Vinoshipper's states that do not exist in Commerce7. Going forward, customers will be charged Commerce7's shipping rates. Here are the Vinoshipper Shipper Carriers and Codes you need to use in Commerce7 Shipping Methods.

Installation Steps

Follow these steps to install the app.

1. Log into your Vinoshipper account.
   1. Important: To access the Vinoshipper APIs during integration setup, you must have an ACH form on file with them. Most clients already have this in place, but if you don't, you should download, complete - and return the ACH form available here. 
2. From the admin panel, navigate to Account > Integrations > API Keys.
3. Click Create New Key.
4. Copy the API Key and Secret Key (you will be pasting these into Commerce7).
5. In Commerce7, go to Apps & Extensions and search for 'Vinoshipper'.
6. Click into the Vinoshipper card.
   
7. Click the Install App button.
   
8. Paste the API Key and Secret Key into the applicable fields.
   Click the Continue button.
   
9. After the App is installed successfully, click on the Settings Tab.
   
10. Scroll down and select the states where you would like to send orders to Vinoshipper.
    
11. Click the Save Settings button
    

Workflow

Regardless of whether the Order is placed through the website, the admin panel, or the club, the Vinoshipper app will behave the same.

Pickup Orders

1. A Pickup Order is placed via the Web, Admin or Club.
2. Pickup Orders are not sent to Vinoshipper. Therefore, you will see a 'Not Required to Send' message on the Vinoshipper card. 
   
3. If you click on the Vinoshipper tab, you will see expanded messaging and an Activity log at the bottom.
   

Shipping Orders

1. A Shipping Order is placed via the Web, Admin or Club.
2. The Order is automatically sent to Vinoshipper. 
   Note that if you are placing an Admin Order, you will need to refresh your browser to see the 'Sent to Vinoshipper' messaging.
   
3. If you click on the Vinoshipper tab, you will see expanded messaging and an Activity log at the bottom. (See below for a list of messages and what they mean).
   
   

   Example of a compliant Order	Example of a non-compliant Order

    

Refund or Exchange Orders

Refunds and Exchanges are not sent to Vinoshipper, so here are the steps to handle those scenarios.

1. Click on the Void Sync button and refresh the browser to see the void messaging.
   
2. Refunds and Exchanges: For both Refunds and Exchanges, refund the entire Order.
3. Exchanges: Once you've refunded, go ahead and create an entirely new Order with the correct Products. 
4. The new Order will pass to Vinoshipper automatically as usual.

Vinoshipper Messages and what they mean

There are several messages that can flow back into the Order in Commerce7 depending on the circumstance.

How Fulfillment Updates Work

Fulfillment/Shipment updates automatically flow back into the Order in Commerce7.

1. An Order is transmitted to Vinoshipper from Commerce7. 
2. Vinoshipper receives the Order and you will continue whatever processes you have in place for fulfillment.
3. Once the shipping label is created in Vinoshipper, that places the Order into Fulfilled status.
4. Once UPS scans the label, then the tracking information and a 'Shipped' status is sent back into the Commerce7 Order.
5. Once it's delivered to the recipient, a 'Delivered' status is sent back into the Commerce7 Order. 
6. In Commerce7, the Order will be marked as fulfilled and a shipment notification will be emailed to the Customer.
7. Note that at anytime, if you want to see the latest fulfillment/shipping update, you can click on the More Actions button and choose Check Fulfillment at Vinoshipper.
   

FAQ

1. How is inventory handled?
   Inventory is decremented both in Commerce7 and in Vinoshipper.
2. Do my Commerce7 Products automatically sync to Vinoshipper?
   No, you must manually either enter your Products into your Vinoshipper account. They must have the same SKU as in Commerce7.
3. Do my Commerce7 Customers automatically sync to Vinoshipper?
   No, but you can fill out a verified customer template and submit it to Vinoshipper for import. (Request the template from Vinoshipper). Note that once orders start flowing to Vinoshipper, the customer data will be stored in Vinoshipper and they will not need to submit subsequent customer imports.
4. Do my Vinoshipper Customers automatically sync to Commerce7?
   
   No, but this can be done through a data migration process.
   To proceed, you would need to work with one of our Data Migration Partners. We recommend the following trusted partners who can assist with bulk importing data into Commerce7:
   CR Winery Services
   Treefrog Digital
   Vinbound Marketing
5. Vinoshipper supplies real-time dynamic rates directly from UPS. Can those same rates be applied to the Commerce7 orders?
   No, the orders will use the rates that you enter manually into Commerce7's shipping settings for your 'Vinoshipper' Zone.
6. Can a compliance rule be overridden?
   No.
7. Are Refunded orders sent to Vinoshipper?
   No. The best practice is to click the 'Void Sync' button on the order in Commerce7. And then refund the order in Commerce7. 
   
8. Can Exchange orders be sent to Vinoshipper?
   No. The best practice in this case would be to click the 'Void Sync' button (as shown above) and then fully refund and create a new order.
9. Will 'Requested Ship Date' appear in Vinoshipper.
   Yes. It will appear in Vinoshipper as a flag.
10. What is the difference between 'Shipped' and 'Delivered'?
    1. Shipped: UPS has scanned the package at pickup. Tracking is sent back into the order in Commerce7.
    2. Delivered: The package has arrived at its destination.