What are State Profiles?
State Profiles allow you to update compliance & shipping status for first party wine products on a state-by-state basis. As your compliance changes for each state, you will need to edit the information by using the State Profiles utility.
Updating State Profiles
1) In vinSUITE, expand the Shipping Module and select ‘State Profiles’. The State Profiles utility will open in the workspace. A list of states with previously entered tax rates (if applicable) appears in the table.
Select the Edit icon (located in the Actions column) of the state you want to edit.
2) General Settings. A description of options available is displayed below the image.
|Compliant||Set the compliance status to "YES" if this particular state is compliant.|
Select the Fulfillment House that will be fulfilling orders for this state. By selecting a Fulfillment House, an order notification will be sent to the fulfillment company upon completion of an order.
Selecting 'Fulfill at Winery' indicates that you will be packaging and shipping customer orders directly from your business.
|Update all First Party Wines?||
To ensure ALL products are updated with the new settings set this toggle to "YES." All new products created after the change takes effect will reflect the new Compliance and Fulfillment settings.
Note: Changing the compliance status or Fulfillment House will NOT automatically update existing products.
Enter Tax Rate information for this particular state.
Note: Currently, tax rate information is entered at the state level only & does not include tax rates at county/city level.
|Taxable Shipping||Set to "YES" if shipping charges should be taxed for this state.|
|Taxable Handling||Set to "YES" if shipping charges should be taxed for this state.|
|Handling Charges||If Handling Charges are to be applied to customer orders, indicate whether the charges are to be calculated based on a percentage of sale or a flat dollar amount.|
|Handling Charge Rate||Handling charge expressed either as a percentage of sale or flat dollar amount|
|Bottle Deposit I||If Bottle Deposit is to be applied to customer orders, indicate whether the charges are to be calculated based on a percentage of sale or a flat dollar amount.|
|Bottle Deposit Rate||Bottle Deposit charge expressed either as a percentage of sale or flat dollar amount|
|Customized Name||For orders that include a Bottle Deposit fee, the name you enter here will be displayed on the customer order|
For ShipCompliant users:
3) Compliance Message. Compliance Statements allow you to communicate important information to your customers regarding your ability to ship wine to their state. A description of options available is displayed below the image.
|Compliant Message||To add a Compliance Advisory Message, enter the statement in the editing window. This message will appear at the top of every store page.|
Update all Compliant State
Setting this toggle to "YES" will replicate the above compliance message on all compliant states.
4) Shipping Message. This message will appear in the shopping cart and during checkout. A description of options available is displayed below the image.
|Shipping Message|| To add a Shipping Advisory Message, enter the statement in the editing window. This message will appear in the customer shopping cart and also during checkout.
|Update States With Shipping Message||
You can choose to update the message for the single state you are currently editing, or you can replicate this message to appear for additional states.