There are 3 basic types of Order types (Channels):  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 consider certain types of “Other”, and will “harmonize” them as follows:

Order Type "Other" (DTC Non-Club):

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

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

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

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

     general trade types:

• Bond-to-Bond Transfer
• Direct-to-Trade
• Export
• Wholesale (Wholesale, Distribution, Distributor, Distribution/Wholesale, Licensee > Wholesale)

     and then more specific types:

• Bar
• Catering
• Event (Event, Events, Banquet, Private Event, Special Event >> Event)
• Minibar
• Off Premise
• Replacement
• 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)
• Retail Shop (Retail, Retail Shop >> Retail Shop)
• Samples (Sample, Samples >> Samples)
• 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.

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.