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Integrate WineDirect
Point of Sale supports WineDirect's clienteling service. Get details of the configuration set up required in the CMS and the WineDirect services supported by Point of Sale.
- In the CMS, go to .
-
Configure WineDirect' credentials.
SiteHost: https://webservices.vin65.com/
AdminUser: WineDirect Username
AdminPassword: WineDirect Password
- Configure AccountData Service and Account Service as WineDirectAccountDataService and WineDirectAccountService
WineDirect Services
These WineDirect services are supported by Point of Sale to get customer profile and order details:
- ContactService: This service is used to search customers, create customers, update
customers, and get customer profiles and addresses. Supported fields are mentioned below.
It is two way for Contact Service:
- Point of Sale speaks to WineDirect to get the existing customer's details on customer search. Point of Sale does not update or save data in the Point of Sale backend.
- Point of Sale sends the details of a customer to WineDirect if a customer is created/updated on the Point of Sale side. This action happens in real-time.
- ClubMembershipService: This service is used to get the club or loyalty details of
customers, that is Club MembershipId, ClubName, and ClubId.
Point of Sale does not create or update customer loyalty profiles in the WineDirect' system
- OrderService: Point of Sale uses WineDirect Order service to get the customer order history
and order details only. Point of Sale backend considers WineDirect as the only resource of
orders. Point of Sale does not send any order details to WineDirect.
This service is specifically for the clienteling. This service is not used for merchant order history.
Documentation:https://documentation.vin65.com/Webservices/Webservices-v3
Clienteling
Customer Search/LookUp: Customer can be searched with FirstName, LastName, and Email. Customer details can be retrieved by passing CustomerId (WineDirect ContactID).
Customer Registration: On customer signup, Point of Sale creates the customer in WineDirect with these details:
- FirstName
- LastName
- Phone (HomePhone)
Edit Customer (Upsert): On update customer request, Point of Sale is updating these fields in WineDirect:
- FirstName
- LastName
- Phone(HomePhone)
- Email (EmailId should remain same, else WineDirect will create new contact)
Customer 360 View with Supported Fields
- Profile: FirstName, LastName, ContactID (Point of Sale CustomerId), CustomerNumber (Retail Cloud Alternate CustomerId), Title, Phone, Email, CompanyName, BirthDate
- Address: FirstName, LastName, Address1, Address2, City, StateCode, CountryCode, ZipCode
- Loyalty: Club MembershipId, ClubName, ClubId
- Order History: OrderNumber (Point of Sale OrderId), OrderId (External OrderId), OrderStatus, CreationDate, OrderDate, Total, Tax, SubTotal, Shipping, ProductItems, ShippingService, ShippingType, ShippingAddress, BillingAddress, Email, PhoneNumber, Notes, PaymentType
- OrderCount: Number of existing WineDirect' orders. It does not include Point of Sale orders count.
Not supported:
- Customer Notes
- Point of Sale orders in order count and customer order history (Customer 360 view)
