the business side of wine

Customer service representative wearing headset

training & certification

We believe that knowledge is power and that’s why we offer certified training courses on all our products.

success begins with a solid foundation

Choose from a comprehensive catalog of instructor-led courses that cover our entire product line. Our instructors help you to fully understand our products and best practices so you can return to work with a complete understanding of the tools and how to use them effectively to drive results.

New customers are credited with complete training for each module purchased. Additional training for new employees or as a refresher is highly recommended to insure you follow best practices and are leveraging all the features our products offer.


Training courses are organized by user role making it easy to determine which training path is best suited for you. Roles include; Administrator, Sales Associate, Tasting Room Management, Wine Club, Marketing, Inventory, Shipping and Fulfillment, Accounting, Compliance and Ecommerce Integration.

online training

Online, interactive, instructor-led training is performed using a web browser and is designed to accommodate one-on-one or group sessions. All courses are 1 hour in length and offer a variety of options designed to help you master your software. Online training is a great way to refresh your knowledge or go in-depth on particular topics and areas of interest.

training courses

  •   system setup and navigation
  •   point-of-sale operation
  •   inventory setup & data entry
  •   managing inventory
  •   customers, profiles, segmentation
  •   order entry and order management
  •   marketing, email and campaign management
  •   wine club
  •   fulfillment
  •   reporting
  •   multi-site manager
  •   accounting integration
  •   shipcompliant integration
  •   e-commerce intgegration