Platform Features


Built for our clients—and their customers.


Manage important details.

  • Purchase History
  • Customer Profiles
  • Shipping and Compliance

Sell your wine your way.

  • Allocations, Clubs, and Open Cart
  • Flash Sales
  • Point of Sale

Understand your customers

  • History
  • Reporting
  • Integrations

Tell your story.

  • Modular websites
  • Content management
  • Trade tools
  • Design integration with Offset custom websites

Keep in touch.

  • Email marketing integration and automation
  • SMS integration
  • Logs

Pleasure in the details.

  • Fast and secure check-out
  • Beautiful brand experience
  • Self-service account management

With the essential features you’d expect.



Customer Tools & Features

We give our clients the ability to provide a superior purchase experience for their customers. This includes all of the tools today’s customer expects—a beautiful branded experience, usability on mobile or desktop, and the ability to easily manage account settings—plus bonus features like automatically-applied member discounts and real-time product filtering.

  • Optimized for mobile and desktop
  • Support for complementary brand colors, typefaces
  • Branded email receipts
  • Vanity domain names like yourwinery.com
  • Customers can access and manage their own accounts and profiles
  • Store multiple payment methods and shipping addresses
  • Fast, secure, and scalable performance
  • Continually optimized to balance performance and functionality
  • International order support
  • Magic links to log in to offerings
  • Automatically-applied member discounts
  • Real-time product filtering with support for thousands of products

Multiple Sales Models

Our platform is built to manage the nuanced complexities of wine sales—including multiple sales models. We have sophisticated tools for handling all the details of allocation, club, and open cart sales, as well as flash sales for retailers.

Allocation

  • Support for guaranteed, first-come-first-served, or request-only models
  • Manage offering messaging by group
  • Manage individual customer or group-based wine allocations
  • Manage wish requests and batch wish granting.

Club

  • Manage wine club levels and member discounts
  • Customize each wine club shipment for individual customers
  • Batch order processing

Open

  • Manage wines for sale all year long with product descriptions, details, and volume discounts
  • Organize products in various categories
  • Use promo codes to encourage sales

Flash sales (Retailer)

  • Feature one product at a time until sold out, or multiple items, all with expiration countdowns

Backend Admin Tools

Starting with a helpful dashboard to keep track of daily sales and call out to-dos and goals, our admin support is designed so you spend less time putting out fires and more time engaging with customers. Review and manage orders, keep track of customers, organize products, handle appointments, and communicate directly with customers. We make it easy to access vital information in order to make it actionable for your business.

  • Daily sales overview
  • Orders and customers that require attention or action
  • Set and reach goals
  • Review each order in great detail: from notes and to-dos to shipping and billing details
  • Edit products and order details as needed
  • Manage all order fulfillment to provide great customer service
  • Keep track of your customers
  • Support multiple payment methods, shipping addresses, mailing addresses, profile details, store credits, and more
  • Add notes and to-dos
  • Keep track of communications and appointments
  • Support multiple inventory locations, discount eligibility, multiple formats, and tech specs
  • Keep track of visit requests, details of visits, and no-shows
  • Maintain a log of which wines guests enjoyed
  • Be proactive about abandoned carts: know who came in but didn’t complete an order, so you can determine how you want to reach out to recover the sale
  • Use groups for purposes like segmentation or managing messaging and product available in allocations
  • Set state base tax rates, prohibit shipments, and more
  • Sometimes shipping just can’t be simple, so set up details per state, each with its own shipping options and ship dates
  • Keep track of what emails your customers have received, opened, and clicked on
  • Track any subscribers that bounce so you can reach out and keep in touch

Point of Sale

The Offset Commerce POS App is designed as a companion app to help you sell your wine anywhere. Quickly and efficiently ring up orders in person, keep track of customer information, and manage your tasting appointments. We make it easy to access vital information, best of all it’s all instantly available anywhere you have an internet connection.

  • Fully native iOS app available for iPhone & iPad
  • Modern payments – Quickly and securely accept new credit cards in person, cards stored on file, or contactless payments with Apple Pay and Google Pay with new EMV card readers
  • Capture all necessary customer information to maintain compliance and make sure orders get to the right place
  • View all pertinent customer information like lifetime value, membership status, and contact details to help you make better real-time decisions
  • Reference all product information and club membership options when customer have questions
  • New features launching regularly

Content

Easily create and edit unique content on your Modular Website or Offset Custom Website and to make sure your trade files are always up-to-date. Save time on all the small changes you make. You’re in control.

  • Edit titles, copy, and imagery for sections like wines, vineyards, galleries, blogs and more
  • Regularly update trade files, such as tasting notes, bottle shots, and labels

Fulfillment

Offset Commerce is designed to integrate with the essential shipping and logistics tools that support a modern wine business. Easily manage taxes, compliance, and tracking—whether you’re boxing and shipping your own orders or with a fulfillment partner.

  • Connect Offset Commerce to ShipCompliant to get accurate street-level taxes, pass compliance rules, and sync orders with all connected fulfillment houses for shipments and tracking
  • Connect Offset Commerce and send orders directly to Copper Peak Logistics, M7 Wine Solutions, or VinFillment; when orders leave the warehouse, shipping status and tracking numbers are automatically updated on the order level
  • With direct connections to FedEx, UPS, GSO, and VinGo, self-fulfillment allows you to generate shipping labels and invoices, box and ship your own orders, and automate tracking information

Expansion

Offset Commerce is designed with focus. We’re always looking for ways to make our product more efficient and effective for our customers. With our commerce and reporting APIs, you always have the ability to take matters into your own hands. If there’s something you need that we can help you with, we’re all ears.

  • Our Commerce API and Reporting API give your access to your data
  • Completely customize your commerce experience on your own (development required)
  • If you need a custom feature or special report, let’s discuss

Support

We’re here to help, whether with email or chat support or our extensive collection of helpful overviews and how-to guides. We have you covered. If you need extra assistance, we offer premium support that we can tailor to you.

  • Email and chat support weekdays from 9:00 AM – 5:00 PM Pacific
  • Enjoy an expansive collection of helpful overviews and how-to guides
  • Paid plans for additional assistance can be arranged as needed

Hosting, Security + Privacy

We host and maintain your site with the same level of protection and privacy that we would want for ourselves.

  • Your commerce-enabled website is hosted and maintained by us
  • Unlimited bandwidth
  • Protected by 256-bit bank-grade SSL security
  • We offer ongoing development for GDPR & CCPA support to handle global and national customer data privacy matters

Accessibility

Offset Commerce helps people with disabilities get the most out of your website and checkout experience so you can increase your compliance with ADA guidelines.