Wine Tour Tasting App
The Wine Tour Tasting app is owned and built by a 3rd party developer (Treefrog Digital). For questions and support, please contact support@treefrogdigital.com.
Functionality
The Wine Tour Tasting app allows Vineyards to quickly create a list of the wines their customers have tasted, simplifying and streamlining placing orders after a tasting or tour.
The lists can be printed and handed out to the customers so they can select the products they would like to purchase.
The collected information from the customer can be used to generate an order from inside the app.
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Setup
To install the app, navigate to the app store in your Commerce7 admin panel and click on the Wine Tour Tasting app
Click on the INSTALL button to add the app to your Commerce7 instance.
Once the application is installed, click on the Store option from the Commerce7 admin panel menu and click on Wine Tour Tasting.
You’ll see two options in the app menu:
- Tours/Tastings: listings of all your winery’s future and previous tours and tastings.
- Settings: to configure your locations, host/guide and email templates.
Settings
Before using the app, you must configure your Tour or Tasting Locations. Click on Settings from the top menu inside the app and click on Tour / Locations.
On this page, you’ll see a list of locations previously set up and a button to add a new location. For each location, you must assign the available wines for tasting.
Click on Add Tour / Location
First, assign a name for the location. Next, start adding products to your location by typing in the name of the product or the SKU in the search bar:
Click the + sign to add the product to the location list. You can add a note to the product once it has been added to the list. This will be visible in the printed list.
Repeat the step for all the products you wish to add to this location. Once you are done, click the Save button. This will save the list and take you back to the Location setting page.
After creating a location list, it’s time to create Host/Guides. Click again on Settings and select the Host/Guides option.
Click on Add Host/Guide. Fill out the host’s first and last name, host’s email address, and select the host’s status. When you’re done, click the Save button.
Lastly, to cover all settings options, you can configure your custom HTML template for your printed orders. To do so, head to Settings, then click on Template.
Once you have added your listing of locations with their products’ offering, and you have added the host information, head back to the Tour/Tasting menu and start creating your Wine Tour Tasting lists.
Creating a Wine Tour Tasting List
Click on Add Listing.
You must follow the first two steps to create a Wine Tour Tasting List. When your customers decide to purchase products from the tasting list, you must follow steps 3 and 4 to create the order based on the list.
Step 1
First, add a name to your listing, select the tour/tasting location, a host, the tour/tasting date and time.
When you have filled out this information, click the Save button at the bottom of the page. If everything was filled out, you will be taken to step 2.
Step 2
The second step is about adding the products to the listing by typing the name or SKU in the search bar. Find the product, click the + sign to add it. Repeat this step as many times as necessary.
When you’re done, click the Print button, to print the Wine Tour Listing.
*Note: If you need to return to step 1 at any time, click on the blue circle that highlights the steps.
With this, you have finished setting up your listing. You can head back to the tour listing by clicking on the app from the admin panel or clicking on Tour Tasting from the main menu.
Creating an Order from a Wine Tour Tasting List
If a customer decides to purchase a product from the tasting list, you must head back into the wine tour tasting list to create an order.
Click on Wine Tour Tasting List name, and head on to Step 3. You must click on the Step 1 circle, then the Step 2 circle and finally, click on the Step 3 circle.
In the Customer field, type the name of the customer. Then, select the POS profile ID from the dropdown menu. Select the QTY of the products to be purchased from the tasting list.
For this example, this tasting list only has one product.
Clicking the Save button will take you to step 4, showing that the order has been created and sent to the POS.
Head into the POS to finish fulfilling the order. You will see the tasting order as a standby order on the POS at the top of the page:
By clicking on the order, you can visualize it fully and continue with the payment and fulfillment process.
