Guide: Three Creative Ways to Use Portal Order Builder

Portal Orders make it easy for wineries to create, collect, and charge customers for orders beyond your website. Here are a few additional use cases for the tool outside of order management.

Use case #1: POS for Tasting Room Sales

Creating portal orders on a phone, tablet, or computer can act as a point of sale system for your business. Learn how to manually create orders using this step-by-step guide

Check out guests in your tasting room with real-time payment processing and order fulfillment. 

Use case #2: In-Person Events

In-person events are a great place to connect with new customers and drive sales. With Portal Orders, you can create an order manually in the moment and either have the customer pay then, or send it to them after the event.

Recommended steps to use Portal Orders at in person events:

  1. Log into your Vinebase Portal. We recommend an iPad or other tablet, but you can also do this on a mobile phone or laptop.
  2. Create an order using the steps to Manually create an order in the Portal
  3. Send the order via email and/or SMS (text) to the customer in the moment
  4. Or send it after the event

Use case #3: High Value Customers

High value customers often respond well to high touch engagement and customer service. With Portal Orders, you can provide a seamless experience for high value customers.

Recommended steps to use Portal Orders for personalized orders:

  1. Reach out to your high value customers, either via email or phone. 
  2. Ask them what they would like to order.
  3. Log into your Vinebase Portal. 
  4. Create an order using the steps to Manually create an order in the Portal
  5. Send the order via email and/or SMS (text) to the customer. Or follow up via personal email with a direct link.

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