Overview

WineDirect is a professional wine fulfillment service that manages the storage, packing, and shipping of your wine orders. When connected to Winehub, orders placed in Shopify are automatically sent to WineDirect for fulfillment, with inventory and tracking information kept in sync across systems.

• Orders automatically flow from Shopify to Winehub and into WineDirect

• Inventory levels stay synced between WineDirect and Winehub

• Tracking information flows back to Shopify once orders ship

• Customers automatically receive shipping notifications
  
  

Before You Start

To use WineDirect with Winehub, you’ll need a WineDirect account with API access enabled, your WineDirect login credentials, your WineDirect account number, your supplier name and supplier ID, and wine inventory stored at a WineDirect warehouse. If you don’t yet have these details, contact WineDirect support to enable your API access and confirm your account information.

Connecting WineDirect to Winehub

From your Winehub admin, click Settings in the left-hand menu.

Scroll to the Third Party Integrations section and select WineDirect.

Complete the following fields:

• Username – Your WineDirect portal login

• Password – Your WineDirect portal password

• Account Name – Your registered business name

• Account Number – Your WineDirect account number

• Supplier Name – Your supplier name in WineDirect

• Supplier ID – Your WineDirect supplier ID

If you’re unsure of your account number or supplier ID, WineDirect support can provide these.

Click Connect to WineDirect. Winehub will securely save your credentials, test the API connection, and verify access permissions. A green Connected badge confirms success.

Once connected, set your default preferences:

• Default warehouse (for example Glenwillow OH, Green Island CA, Paso Robles CA, Santa Maria CA, Willamette Valley OR, or Dallas TX)

• Default shipping method (usually Ground)

• Packing slip template
  

Understanding the WineDirect Dashboard

1. Orders Pushed Today - How many orders were sent to WineDirect today
   
2. Orders This Week - Weekly order count
   
3. Orders This Month - Monthly order count
   
4. Success Rate - Percentage of orders that were successfully sent
   
5. Inventory Items - Number of products being tracked
   

Recent Activity

1. Shows the last several API calls to WineDirect, including any errors.
   
2. This helps you see what's happening with your integration in real-time
   

How Orders Flow

Order Status Tags in Shopify

Winehub applies tags to Shopify orders to reflect fulfillment status:

• winedirect-pending – Waiting to be sent

• winedirect-synced – Successfully sent

• winedirect-processing – Being prepared

• winedirect-shipped – Shipped

• winedirect-delivered – Delivered

• winedirect-error – Action required

• winedirect-manual-review – Needs review
  
  

Viewing Orders

To view orders, open the WineDirect Dashboard in Winehub (Winehub > Administration) and select the Orders tab. Each order displays the Shopify order number, WineDirect order reference, status, customer name, push date, and any error messages.

Wine club and subscription orders are automatically flagged as CLUB orders in WineDirect to support special handling or billing rules.

Shopify Admin Panels

Winehub adds WineDirect panels directly into your Shopify Product & Order records for faster visibility.

WineDirect Order Fulfillment panel

Visible on individual Shopify orders, this panel shows fulfillment status and WineDirect state, the WineDirect order number and batch, sync timestamps, shipment details including carrier, tracking, and delivery dates, and warehouse inventory availability per item. Available actions include syncing status, cancelling the order before shipment, and viewing the order in WineDirect.

WineDirect Product Info panel

Product and Inventory Syncing

How product syncing works

1. WineDirect can only fulfill products that exist in their system. Syncing products creates or updates those products in WineDirect using data from Shopify and Winehub.
   
   
2. When a product is synced, Winehub sends the following information to WineDirect: SKU, brand and product name, varietal and appellation, bottle size and case quantity, retail price, and alcohol percentage.
   
   
3. To sync products, open WineDirect dashboard and click Sync Products. Products must have a valid SKU, a name or brand, and required wine data to sync successfully. Shopify product tags indicate sync status, including winedirect-managed, winedirect-unsynced, and winedirect-sync-error.

How inventory syncing works

1. Once products are synced, Winehub can pull live inventory levels from WineDirect so you always know what stock is available at the warehouse.
   
   
2. You can sync inventory at any time by opening WineDirect dashboard and clicking Sync Inventory. Auto-sync can be enabled to refresh inventory periodically without manual intervention.
   
   
3. Inventory is displayed by product and warehouse, including available stock, on-hand stock, and committed stock. Low-stock warnings help highlight products that may need replenishment before they become unavailable for sale.
   
   

Shipments and Tracking

Once an order ships, tracking information automatically syncs to Shopify. Shipment statuses include shipped, in transit, out for delivery, delivered, exception, and returned. Customers receive Shopify shipping emails with tracking links automatically.

Invoices

WineDirect invoices can be viewed directly in Winehub.

Troubleshooting

1. Orders not syncing - Confirm the integration is connected, check API logs, verify credentials, and use Test Connection.
2. Token expired - This usually resolves automatically. If it persists, run Test Connection.
3. Product sync errors - Check the SKU, ensure required wine data is present, fix the product data, and re-sync.
4. Inventory not updating - Run a manual inventory sync and confirm warehouse codes.
5. Order shows error - Review the error message on the order and check API logs. Common causes include out-of-stock items or invalid shipping addresses.
6. Fulfillment not created in Shopify - Use Sync Shipments to pull the latest shipment data.
   
   

Frequently Asked Questions

How fast are orders sent to WineDirect?
Orders are sent within seconds of being placed in Shopify.

Do I need to push orders manually?
No, orders are fully automated unless an error occurs.

What happens if WineDirect is temporarily unavailable?
Orders queue automatically and retry when service resumes.

Are wine club orders supported?
Yes. Wine club orders are automatically identified and processed.

How often does inventory sync?
Inventory can be synced manually at any time or periodically if auto-sync is enabled.