Setup a Warehouse to get Notified when an Order is Placed

Looking to notify a different warehouse or split orders between your bar and kitchen? Leverage these steps to configure a packing slip and quick links to validate orders.

We will show you ohw to setup a warehouse location in order to notify them wen an order is placed.  To complete this activity you will need to setup the following items:

  • Setup the Company Directory Profile
  • Add a Warehouse Location
  • Configure the Inventory Location
  • Assign Inventory to Location
  • Using the Packing Slip

Setup the Company Directory Profile

Go to the Direcotry engine and add a new location with the warehouse/company information.  If the company has multiple warehouses, start with the company info, you will setup the warehouse location in the next step.   Make sure you set it as a Brand/Warehouse Location

We recommend you add an e-mail address which can be used for pick-up e-mails too.  

*FYI if you've already setup a pick-up location, you can leverage that profile to add your locations.

If you assign a primary contact, they will have the ability to modify their profile and locations.

Add a Warehouse Location

In order to store the inventory, and notify the warehouse of an order to ship, you will need to setup a locaation under that company profile.  Start by clicking on the Add New Location button.

You only need the location name and the e-mail address to configure it.  Adding the rest of the information is more for internal use.

Configure the Inventory Location

Now that you have the directory and locations setup, you need to configure the inventory locations.  The easiest way to get to this is by going to Sell > Commerce then View Inventory.

Click on New Inventory Location

Add the inventory locations where you want to put your inventory.  The Area should reflect the same as the location and the column, row and slot could be used to identify the station or location the items are.  All items for a specific warehouse willl send to that warehouse regardless of area, column, row or slot.

Assign Inventory to a Location

Now that the location is setup, find the products you want to add to that location and go to those products.  Then click on the inventory/In Stock to edit the inventory.

On the edit screen you can choose which location the inventory is at (or where the packing slip goes to).

Using the Packing Slip

Once you've mapped all your products to the inventory locations, the fulfillment emails will go direct to the warehouse that's shipping the item out.

It will include each item that needs to ship out from that location.  

You will find quick buttons to print the packing slip as well as instantly update the status on the request.  

When you click on Preparing Order, we will mark it as being prepared.  When you do mark as finished, we'll send this out when the item is served.  Please note that there is different messaging depending on a product order vs. an F & B order.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Configure Salto to Work with Peoplevine Check-In

Follow these steps to configure your Salto to auto Check-In members when they use a Salto keycard.

Posted January 12, 2024

Detailed Member Statements & Billing

Unveiling Peoplevine's Member Statements & Billing feature: a comprehensive tool ensuring utmost transparency, simplicity, and efficiency in every financial transaction for both members and operators.

Posted September 28, 2023

New and Improved Timeline View

Dive into Peoplevine's My Schedule Timeline View: a feature designed to bring unmatched convenience and clarity to members' and guests' schedules, centralizing everything from dining to events.

Posted September 28, 2023

Spa & Wellness Booking with Book4Time Integration

Experience the perfect synergy of Peoplevine and Book4Time: a collaboration that transforms spa and wellness bookings, merging front-end engagement with backend efficiency.

Posted September 28, 2023

Going Global

Discover how PeopleVine's "Global Network" solution is set to revolutionize the hospitality industry by unifying brand experiences across multiple properties, whether globally or within a local region, offering members a seamless digital experience and granting operators unparalleled insights.

Posted September 28, 2023

Override the Guest Pass E-mail with Template

You can replace the e-mail sent to a guest when a guest pass is issued while retaining the necessary links to ensure they can activate it.

Posted September 27, 2023

Transaction Reporting has an Upgrade

We updated the Transaction Reporting screen to provide you with the data necessary to provide a glimpse at your revenue and the necessary data to audit your financials.

Posted September 7, 2023

You Can Set the Time to Process Authorizations

When a charge is processed through your POS, the charge may be Authorized until we capture the tip or at the end of day to handle refunds or changes. In this case, you can now set the time as to when we will process your authorizations.

Posted August 28, 2023

Adding Your Alliants Integration

Follow these steps to connect Peoplevine with your Alliants account for messaging.

Posted August 28, 2023

Setup Your Membership Tiers Based on Age

You can enable your membership tier to be for members between certain ages, when they past that age, they will automatically migrate to the next age tier.

Posted August 22, 2023

Follow these steps to update your Twilio settings to ensure delivery

This article will overview how to setup your brand and campaigns for broader/better delivery.

Posted August 10, 2023

Select Which Transaction Types You Want to Sync with Quickbooks

You're able to select which types of transaction items you want to sync to Quickbooks.

Posted June 14, 2023

Configure your Member Portal to Show Spa and Wellness

Once your Spa and Wellness feature is enabled, you need to configure the following to display on your member portal.

Posted June 14, 2023

Setup a Temporary ID for Hotel Guests

You can allow hotel guests to act as a member during their time at your property by leveraging these settings.

Posted May 23, 2023

© Peoplevine 2024. Powered by PeopleVine. Terms of use | Privacy & cookies