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.

Improvements to Refunding Event Tickets

We made some improvements to refunding event tickets to streamline the process.

Posted November 25, 2020

Know How we Charge Service Fees and Taxes on Subscriptions

We wanted to share with you how we charge taxes and service fees on subscriptions, membership initiation fees and more.

Posted November 19, 2020

Updated PDF Receipt, Better Subscription Billing Reporting and More

We made some updates to our transaction and subscription engine we thought we should share.

Posted November 19, 2020

Process Payments in PeopleVine Using their Square Card on File

When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS. This tutorial will show you how they can register it and how it works in PeopleVine.

Posted November 10, 2020

Adding a Card on File at the POS for Square

We recommend you having your members register their card on file at your POS for the most secure and cost-effective way for charging for orders and other items in PeopleVine.

Posted November 10, 2020

Your Members Can Register their Card on File with Square from the Member Portal

Your members are able to add a payment on file to be leveraged at the Square POS.

Posted November 10, 2020

Connect Your Square POS for Order History, Loyalty, Card on File and More

With our integration to Square you can track member spend to their CRM profile in PeopleVine while enabling a secured way for registering your card on file at the POS.

Posted November 9, 2020

Syncing Your Customers, Members and Orders with Square

With our Square integration, you can ensure that your CRM in PeopleVine has the latest data on your customer's behaviors, while ensuring your members are ready in the Square POS.

Posted November 9, 2020

Enable a Webhook to Automatically Tag a Person with an Attribute

You can trigger a webhook to automatically attach an attribute to the person's profile.

Posted November 4, 2020

Get a Quick Glimpse of Your Commerce Revenue by Category

If you're POS is connected to PeopleVine or you're leveraging our eCommerce, you can now get a quick glimpse of how a specific category is performing.

Posted November 2, 2020

Adding Your Member to a Ticket in Toast, Allowing them to Pay from their Phone

Leverage this guide to train your employees how to add a member to a check when using Toast.

Posted October 28, 2020

Troubleshooting Toast - Getting an Error Validating the Loyalty Account

If you're getting an error "Error validating the loyalty account," it is most likely related to a change in the member's profile. Although an unlikely scenario, we wanted to ensure you knew how to handle.

Posted October 28, 2020

Overview of the Integration with Toast POS System and PeopleVine

As we have launched our integration with Toast, we wanted to highlight the overall features and experience.

Posted October 28, 2020

Improvements to the Virtual POS - Tips, Discounts and More

We recently made major updates to the Virtual POS and Commerce engine in an effort to ensure continuity between experiences along with providing better control and reporting on payment details.

Posted October 28, 2020

Setup Access Rules with Public Descriptions in Sevenrooms to Allow Members to Book Specific Areas

You can surface the type of reservation someone is booking by setting up access rules associated with public descriptions.

Posted October 22, 2020

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies