01
Every channel, one list
Cellar door, online store, trade, and club shipments are rows in the same orders list. Date, customer, payment, fulfilment, and total.
Orders
Cellar door, shop, trade, and club. One book.
Every sale is an order. Payment and fulfilment sit on the line. A trade case stays on the terms for that account. Find the one from the till. The week has a single ledger.
The same order, whether it started at the wood, on the site, on a trade account, or in the club.
Orders
LiveThis week
Every channel
- #1842Mara ChenCellar door · Paid · Fulfilled$60
- #1838James HoltShop · Paid · To pack$228
- #1831Mara ChenClub · Paid · 18 Apr$192
- #1822The RidgeTrade · On account · Open$528
The door, the shop, and the phone.
- At the door
- Mara’s case is #1842. Paid. Fulfilled from the tasting room. On her profile.
- On the site
- James Holt’s case is #1838. Paid. Still to pack. Same columns, different channel.
- On a trade account
- The Ridge is #1822. Their price. On account, on their terms. Open until you fulfil it.
01
02
03
Orders
Every sale, in one book.
02
Place the order yourself
Someone rings for a case. You place the order for this store: cellar door, trade, phone, or club. It is a real order, with a number, not a note in the margin.
03
Payment on the line
Paid, on account, or still open. A trade order shows the terms for that account. You can see how the sale stands without a second book.
04
Fulfilment on the line
Fulfilled, to pack, or scheduled for the allocation date. The cellar knows what has left and what is still a promise.
05
The customer is attached
An order belongs to a person. Their profile lists what they have bought here. A club shipment and a Saturday case are both theirs.
06
The detail when you need it
Open the order for the lines, the money, and the status. The list is the week. The order is the sale.
01The ledger
A Saturday and a ship date, in one place.
The dangerous gap in a winery is the sale that lives somewhere else. A till printout, a shop admin, a club spreadsheet. Estate One writes them as orders so the week can be read from the top.
- Display number, date, and total.
- Channel implied by how the sale was taken.
- Payment and fulfilment as statuses you can scan.
Order #1831
ClubAutumn allocation
Mara Chen · Champions · six bottles, reserved last week.
- PaymentPaid
- FulfilmentShips 18 Apr
- Total$192
- CustomerMara Chen
02The sale you place
The phone is a channel.
Not every bottle starts in a cart or at the wood. Place an order when a trade account calls, when a member wants the library, or when the club shipment needs to be created. It joins the list the shop and the till are already filling.
- Cellar door, trade, phone, or club, placed for this store.
- On account, on the terms set for that account.
- Stock can be reserved so the order can still be filled.
Cellar
LiveOne count
Tasting room and cellar
- Pinot Noir 202236 available
48 on hand · 12 reserved · Allocation
- Chardonnay 202330 available
30 on hand · 0 reserved · Open
- Library Cabernet12 available
18 on hand · 6 reserved · The Ridge
Monday morning
What left, what is paid, what is still here.
The weekend is in the book. So is the allocation that has not left yet.
- 8:00The door is fulfilled#1842 is paid and fulfilled. Mara took it with her. Nothing to pack.
- 8:10The shop is waiting#1838 is paid and still to pack. James Holt’s case is the morning’s work.
- 8:20Trade is open#1822 is The Ridge, on their price, on account for 30 days. The bottles are reserved until it is fulfilled.
- 8:30The club has a date#1831 ships on the 18th. It is an order already, on the member, in this book.
On the same estate.
Orders is one channel. The customer, the catalogue, and the stock are shared.
CommerceCellar Door POSThe member, the club price, and the bottles at this door.Open Cellar Door POSCommerceTrade & wholesaleThe price and the payment terms for each account you supply.Open Trade & wholesaleCRMWine clubTiers, allocations, member prices, and stock held for the shipment.Open Wine club
The platform/Ecommerce/Customers/Tastings/Restaurant/Events/Inventory
Estate One