Follow

Products: Add a New Product

Add a New Product

Note: Before continuing, verify all the Product Settings are configured. For additional information, please visit the Setting Up Products page. 

Best Practice:  If you are using either ShipCompliant and/or vinSUITE Desktop POS, confirm that the product has been setup in the appropriate platforms before placing any orders. This will ensure that the product can flow smoothly from the POS to vinSUITE and from vinSUITE to ShipCompliant.

 

1) In the vinSUITE admin panel, expand the 'Products' section in the left hand navigation, then click 'Products' from the sub menu. This will open the Products tab where you can search for existing products or add a new one.

User-added image

 

2) From the Products search screen, click the ‘Add A Product’ button.

User-added image 

3) Select a Product Type from the drop-down menu, name the Product and click the 'Save' button. 

Add_Product_Type.jpg
 

A.png First Party Wine

A wine product that is produced at your winery

Example:  Wine Bottles and Cases

B.png First Party Product

A non-wine product that is distributed from your winery

Example:  Bottle Openers, Wine Glasses, Shirts, Winery Merchandise

C.png Collateral

An extra item that accompanies a product or a club batch, but does not add money to the order

Example:  Brochures, Postcards 

D.png Kit

A single SKU that includes multiple items to be sold as a package.

Example:  A package with 3 bottles of red wine and one bottle opener all sold and packaged together in a gift set 

E.png Reservation  CellarPass Integration 

 

4) The next screen will depend on the product type selected. Click on the links below for further instructions. 

Add a First Party Wine Product

Add Collateral

Add a Kit


Tip:  What's the difference between a First Party Product and a First Party Wine? A First Party Wine Product is usually a wine product (wine bottles, wine case) that is directly produced and controlled by the winery. A First Party Product is other merchandise (t-shirts,wine accessories, etc.) that are sold by the winery.   
 

5) Once you have entered the information and saved the appropriate pages, you can return to general 'Products' page. From there, you can locate your product utilizing a number of search filters. 

Product_Search_Filters.jpg
 

A.png Name Enter the name of a Product.
B.png SKU Enter the Stock Keeping Unit (SKU) for a Product.
C.png Type

Select the Product Type from the drop-down menu.

D.png Category

Select the Product Category from the drop-down menu. 
 

Note:  If All Product Categories is chosen, all of the Products will be displayed, whether a Product is in a Category or not.
 

This list is able to be edited by vinSUITE admin users. For more information, please visit the vinSUITE Product Categories page. 

E.png Brand

Select a Brand from the drop-down menu. 
 

Note:  This list is able to be edited by vinSUITE admin users. For more information, please visit the vinSUITE Product Attributes page. 

F.png Varietal

Select the Varietal from the drop-down menu. 
 

Note:  This list is able to be edited by vinSUITE admin users. For more information, please visit the vinSUITE Product Attributes page. 

G.png Vintage Select a Vintage for the product from the drop-down menu. 
H.png Featured OMS

Select an option based on if the product is featured in the vinSUITE Order Management System. 
 

Note:  You can verify if a product is featured by checking the bottom of the screen in Products > Edit Products > Categories tab.  

I.png Is Taxable Select an option based on if the product is taxable.
J.png WebService Enabled

Select an option based on if the product has WebService enabled. 
 

Note:  It is highly recommended that all products have WebService enabled, so third party platforms (like ShipCompliant or TabletPOS) can access the product.  

K.png Active Select an option based on if the product is active.

 

6) Browse over the appropriate search result and click one of the action icons to edit the product.  
 

Full_Product_Search_Results.jpg
 

Pencil.png 

Click the 'Pencil' icon to edit a product.

Note:  The edit screen will depend on the product type selected. 

TrashCan.png

Click the 'Trashcan' icon to deactivate a product. 

Note:  Products cannot be deleted, only deactivated, to preserve order history records. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk