Sovos ShipCompliant

Sovos ShipCompliant

Winehub’s integration with Sovos ShipCompliant provides compliance verification for every wine order - ensuring your shipments meet all relevant U.S. state and federal regulations. This guide outlines the setup process, available features, admin tools, and how to manage quarantined orders directly within your Shopify-integrated Winehub environment.

Setup Instructions

To configure Sovos ShipCompliant:
  1. Navigate to Settings
    1. Go to: Settings > Third-Party Integration > Sovos ShipCompliant


  2. Enter and Verify Credentials
  3. Select Compliance States
    • Click the lock icon to unlock state selection.
    • Scroll or select all applicable states.
    • These must match your ShipCompliant account configuration.





  4. Modify State List as Needed
    • To remove a state, delete it and save.
    • You may re-add states as long as selection is unlocked.

  5. Review Dynamic Restrictions
    • Once selected, compliance restrictions per state will display automatically.


Available Features 

Enable or disable any of the following settings based on your operational needs:
  1. Enable ShipCompliant Integration (required to activate others)
  2. Use for Batch Orders
  3. Auto-Check and Commit Orders
  4. Enable California Redemption Value
  5. Send Email Notifications for Quarantined Orders
  6. Automatically Register Products in ShipCompliant
  7. Automatically Check Compliance for Club Run Orders

Once the integration is enabled:
  1. Select your preferred Fulfilment House (from ShipCompliant’s recognised list)
  2. Set Default Shipment Status to In Process
  3. Click Save Settings

Order Details App Block

For quick access to compliance checking there is the option to add the order compliance app block to the order details in Shopify's admin.

To add the app block, navigate to the order details page and scroll to the blocks.


Here you can select the app block and pin it for future use.


With the quick action buttons, you can run compliance checks and commit orders. If the order is non-compliant the message will be displayed along with suggested actions.



Usage Instructions

Admin Guide

Once the integration is active, additional features will appear in the admin section of Winehub.
  1. View Quarantine Details & Edit/Cancel
    Open the Administration tab of Winehub where you will find a Quarantined Orders section that includes:
    1. Order status (e.g. quarantined, pending)
    2. Actions column with:
      1. Edit Order (opens Shopify)
      2. View Quarantined Details or View Resolution Details



  2. Resolution Actions 
    Clicking to View Details of an order will display the following options;
    1. Check Compliance – refresh compliance check.
    2. Commit Order – commits compliant order.
    3. Check & Commit – performs both actions.
    4. Force Commit – bypasses check, marks order as UNverified.
    5. Cancel Order – cancels in both platforms; refund manually processed.

Once resolved:
  1. The interface updates to a resolution summary view.
  2. You can also manually re-commit an order or add optional tracking numbers post-resolution.


Product Registration

  1. If automatic registration is off or delayed, products can be manually added via the Products page.
  2. Use the Register Product button for any unregistered SKUs.


Customer-Level Quarantine Alerts

When a customer has non-compliant orders:
  1. Their profile view includes a compliance warning banner.
  2. All affected orders are listed.


Email Notifications for Quarantined Orders

Notification emails can be fully customised under:
  1. Global Settings > Action Email Templates
  2. ShipCompliant Quarantined Orders Templates

You can adjust:
  1. Subject lines
  2. Message content
  3. Use the preview feature before saving.


Shopify Tagging and Compliance Tracking

All incoming orders are auto-tagged in Shopify for visibility:
  1. shipcompliant-compliance-passed – compliant
  2. shipcompliant-compliance-failed – non-compliant
  3. shipcompliant-quarantined – requires review
Tags update dynamically as order statuses change.







Additional Metafields

Date of Birth

Shopify Plus: add a checkout block with the metafield checkoutblocks.date_of_birth and this will be captured in the checkout and sent to ShipCompliant.
Non-Shopify Plus: add the following snippet inside the checkout form on your Shopify theme. This will be captured and sent to ShipCompliant.

<label for="attributes[date_of_birth]">Date of Birth</label> <input type="date" name="attributes[date_of_birth]" id="attributes[date_of_birth]" required min="1900-01-01" max="{{ 'now' | date: '%Y-%m-%d' }}" step="1" class="cart-attribute" data-cart-attribute >

Gift Message

Shopify Plus: add a checkout block with the metafield checkoutblocks.gift_message and this will be captured in the checkout and sent to ShipCompliant.
Non-Shopify Plus: add the following snippet inside the checkout form on your Shopify theme. This will be captured and sent to ShipCompliant.

<div class="cart-attribute"> <label for="attributes[gift_message]">Gift Message</label> <textarea name="attributes[gift_message]" id="attributes[gift_message]" rows="4" maxlength="300" placeholder="Write your message here (optional)" class="cart-attribute-textarea" data-cart-attribute ></textarea> </div>

Requested Ship Date

Shopify Plus: add a checkout block with the metafield checkoutblocks.future_ship_date and this will be captured in the checkout and sent to ShipCompliant.
Non-Shopify Plus: add the following snippet inside the checkout form on your Shopify theme. This will be captured and sent to ShipCompliant.

<label for="attributes[future_ship_date]">Requested Ship Date</label> <input type="date" name="attributes[future_ship_date]" id="attributes[future_ship_date]" required step="1" class="cart-attribute" data-cart-attribute >


















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