Direct to Consumer Wine Sales

Announcing Direct to Consumer (DTC) sales with WineAlign

In less than ten minutes your winery or agency can be set up to sell wine directly to the one million Canadian wine lovers who visit WineAlign annually. We have leveraged the innovative technology we built for our successful Exchange program to now facilitate Direct To Consumer case sales for ANY of your wines.

Think of the convenience of services like Just-Eat or UberEats, where you enter your information only once and you can use it with orders from multiple restaurants. Well, we’re doing a similar thing only for wine, wineries and wine agencies. Visitors provide us their shipping and credit card details which we store securely. We then use that stored information to make it extremely convenient to purchase a case of your wine with only a few clicks. What better time to act on impulse and buy a highly-rated or award winning wine than when you are viewing it on WineAlign?

Only a few clicks
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WineAlign is an intermediary in this transaction and the consumer purchases the wine directly from your organization via our Exchange Merchant Gateway. The process is completely automated and you really have no cost of sales. You receive the details, upload an invoice, get paid (immediately!) and then ship the wine. It’s really that simple – frictionless wine sales.

Your organization can be set up in less than ten minutes. We’ve perfected this exciting technology with our Exchange partners over the last year and already have over forty wineries and agencies using our gateway. Interested? We were hoping you might be.

The DTC service will in no way affect, positively or negatively, wine reviews by WineAlign critics. Our critics will continue to operate fully independently from any wine sales.

EXECUTIVE SUMMARY:

To sell ANY of your wines on WineAlign all you need to do is:

  • Register your organization on our Exchange Merchant Gateway (set up is simple and takes about 10 minutes).
  • Tell us which WineAlign user(s) you want to be the administrator(s) on your account.
  • Tell us the email address(es) that you want orders sent to and your estimated default shipping fee.
  • Use your WineAlign admin account to confirm prices and tag which wines are available for sale.

It’s really that simple, we’ve done all the work. Read on if you want more details, way more details…

Merchant Gateway

DETAILED GUIDE ON EXACTLY HOW THIS PROCESS WORKS:

To get started you’ll need to set-up your organization on our Exchange Merchant Gateway powered by Stripe. Stripe sign up and gateway registration is very simple and literally takes between 5 and 10 minutes. Registering on our gateway allows us to directly connect consumers with your organization and deposit transactions into your bank account. When a consumer makes a purchase they’ll get a receipt from your organization with your contact information. Via your Stripe account you will have access to all purchases and bank transfers. Please download our registration guide for more details and to get set-up.

Once you are set up on our gateway, please send an email telling us which EXISTING WineAlign user(s) you want to have access to your Admin account on WineAlign. Please note that the admins need to have a WineAlign account, if they don’t have one you’ll need to create one. We’ll also need to know what email address(es – we can handle multiple) to send the orders to and what your default, pre-tax delivery fee is in Ontario (this can be changed on any order).

Your Admin account provides quick access to all of your wines and all of your orders. Admins can also update pricing, process orders and flag wines as in or out of stock. Below we provide examples of the Admin screens and illustrate how the order process works. Please note that you can click on any of the following images to get larger, more detailed images.

First, an order is sent to your organization with all of the details required to create an invoice and ship a case of wine. The email has a convenient link directly to the order details in your Admin area within WineAlign.

DTC Order Email
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You can click on the link in the email order to access your order directly. If not coming from an order, the Admin access is always at the top of the screen via the Admin bar. Note that you only see the Admin bar if you are logged in with the account you have told us to associate with your organization. From the top bar you can get quick access to (1) a wine’s details or to your (2) Admin area.

Admin Access
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WINE DETAILS:

Clicking on Admin link at the top of the screen will provide quick access to all of your wines and orders. You can flag wines as in/out of stock by clicking on the In Stock? switch. Click on the edit pencil to adjust prices at any time.

Admin Summary
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From the edit screen you can change prices, change case size, flag as in or out of stock, send notes and update images.

Edit wine details
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You can also Search your wines from the Admin.

Search Your Wines
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ORDERS:

The order summary tab provides a list of all of your orders. From here you can download all completed orders at any time(1). Click on edit pencil to complete order(2).

Orders Summary
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To complete an order simply click on the edit pencil and:

1) Confirm pre-tax shipping fees
2) Confirm invoice total matches your invoice
3) Upload the invoice
4) Set expected delivery date
5) Press SAVE

Order Processing
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Once SAVE is pressed and the invoice details are confirmed, the consumer will be charged and emails confirming the order will be sent to the consumer and your organization automatically. The status of the order (1) will change from NEW to READY once you have uploaded the invoice and set the expected delivery date. READY means that the order is READY to be reviewed and the payment processed.

Order Status
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Once entered, the expected delivery date (2) will display, you can also click on the invoice (3) to view it. Once the payment is successfully processed the status will change from READY to the little blue STRIPE icon indicating that the transaction is complete. At this point, the money (less commission and transaction fees) is in your Stripe account and will be automatically transferred to your bank account in a couple of days.

Your accounting department will be happy as you can download payment reports from both Stripe and from WineAlign. These reports carefully track all purchases, taxes, commissions and fees. The reports are designed to reconcile down to the penny.

COMMISSION & FEES:

Not surprisingly, we’re asking for a little compensation for designing and building all of this, leveraging our large audience and facilitating the frictionless sale of your wine. There is a 10% commission on the base cost of the wine. In addition, there is a 2.9% credit card transaction processing fee plus $0.30 per transaction charged by our payment processor Stripe. Note that the sales commission is calculated on the base cost of the wine.

Below is a detailed example of the fees and charges associated with an imported wine that retails for $25.00 in Ontario (before bottle deposit). In this example there is 15% commission.

Wine Reconciliation
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If you have additional questions, please review the merchant registration guide first and then contact [email protected].