Create an Order in Your Portal

A Portal Order is an easy way to create orders through your Vinebase dashboard. If a customer is unable to check out using the e-commerce site, this is a great way to draft a new order. Some common use cases for Portal Orders are in-person sales or events.

How to manually create an order?

1. Go to your Portal

2. Click on "Orders"

Click on "Orders"

3. Click on "Create Portal Order"

Click on "Create portal order"

4. Select an existing customer, or add a new one

If the customer is in your wine club or has a previous order on Vinebase, you can select them here. If they are a new customer or do not show up in the dropdown, you can add their information below.

Select an existing customer, or add a new one

5. Click on "Save"

Click on "Save"

6. Next, add your products!

This allows you to add any wine or bundle.

Next, add your products!

7. Increase the quantity, if needed

Increase the quantity, if needed

8. Next, you can add a discount

You can add a fixed dollar discount ($), a percentage discount (%), or toggle free shipping.9. Click on "Save"

9. You can send the link to the checkout by copying this link

You can send the link to the checkout by copying this link

10. Or you can click "Send email and SMS"

Or you can click "Send email and SMS"

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