Order Types and Subtypes

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There are 3 basic types of Order types:  Club (continuity), Trade, or Other. “Other” orders include all non-Club and non-Trade orders, but the client may use some sub-categories that the system will record for reporting for Other and Trade types. While the system can bill based on only the main order type Trade, Club, or Other, the system will actually remember certain types of “Other”, and will “harmonize” them as follows:

Order Type Other:

  • Admin
  • Fax: Fax, Facsimile >>> Fax
  • Inbound
  • Mail = Mail
  • Release = Release
  • Tasting Room: Tasting Room, Tasting, POS, InPerson, In Person >>>> Tasting Room
  • Telephone: Telephone, Tel, Telesales, Phone, and Tel. and Tele >>>> Phone
  • Web: Web, Internet, eCommerce, Net, Website >>> Web

Order Type Club (also known as “Continuity”):

  • Club (Club, Wine Club, WineClub, Club Order, ClubOrder >>> Club)

Order Type Trade (also known as “Outlets”) has a number of Trade-specific Subtypes:

  • Event (Event, Events, Banquet, Special Event >> Event)
  • Restaurant
  • Restaurant – BTG (BTG, Restaurant – BTG, WBTG, Glass, By the Glass >>> Restaurant – BTG)
  • Restaurant – Core (Core, Restaurant – Core >>> Restaurant – Core)
  • Restaurant – Featured (Featured, Restaurant – Featured >>> Restaurant – Featured)
  • Restaurant – Library (Library, Restaurant – Library >>> Restaurant – Library)
  • Bar
  • Minibar
  • Catering
  • Retail Shop (Retail, Retail Shop >> Retail Shop)
  • Off Premise
  • Samples (Sample, Samples >> Samples)
  • Replacement
  • Other (for something other than one of the Outlet names listed above)

All non-Club and non-Trade orders are generally grouped together for fulfillment as “Other” orders, and any uploaded order type that is not recognized by the system will be labeled as “Other”.

Types and Subtypes are not case-sensitive.

Visit Fulfillment Groups for information on how to invoice based on Order type.

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