Corksy

Manage products, customers, club members, orders and fulfillment, and tax and compliance with Corksy.

Manage

Add, duplicate, edit, archive, and manage products — variants, tags, collections, status, sales channels, and SEO.

Adding & Managing Products

How to delete a product, and how soft-delete works for products that already have sales.

Deleting a Product

Website Product Information

Add new products in Corksy with detailed naming, media, sizes, and SEO—all from the admin dashboard or POS.

Create a product

Reorder products on your POS home screen or across locations with a simple drag-and-drop—no save button needed.

Reorder Products in the POS

How to change the display order of products on your storefront and on the POS using drag-and-drop.

Reordering Products (Storefront & POS)

Quickly clone existing products to create updated versions with minimal editing.

Duplicate a Product

Make updates to product details, collections, images, and variants while tracking SKU changes carefully.

Edit an Existing Product

Add and manage size-based variations, SKUs, and tax compliance for each product variant.

Product Variations Explained

Preview how products appear to customers based on details, tags, and variations entered in the admin panel.

Frontend (Website) Product Display

Customize product options by size, type, or ingredients for both wine and POS-based products.

Product Variants in POS

Find the best fit for your product image specs

Product Image Size Recommendations

Learn how to show or hide products and bundles in your online store, Wine Club, and POS systems.

Product Visibility Across Sales Channels

Control product availability for pre-launch planning and seasonal releases.

Product Status: Draft vs. Active

How to export your full product catalog from Corksy and what the file includes — product details, status (Active/Draft), inventory levels, pricing, channels, and tags.

Export Your Products

Changing a Product's Availability

How to archive a product in Corksy using the Archive button

Archiving a Product

A diagnostic checklist for when a product isn't appearing on your shop or can't be added to cart — covers product status, sales channel assignments, inventory, and visibility settings.

Product Not Showing Online? A Step-by-Step Checklist

Bundles

Quickly add, update, and organize products to keep your inventory accurate and up-to-date.

Products

What the 'Allow selling if item is out of stock' setting does, and how to turn it on per product.

Selling Items That Are Out of Stock (Allow OOS)

Managing Inventory

Quickly adjust inventory for tasting room samples and manage user permissions for secure, accurate inventory tracking.

"Sample Out" Inventory in POS

Add, subtract, and assign inventory by location and variant directly from your POS or admin portal.

Inventory Management on POS

Add inventory when creating a product, then manage future updates from the Inventory tab.

Editing Inventory Numbers

Use the Inventory tab to update inventory for multiple SKUs or product variants across locations.

Make Inventory Transfers

Use the Inventory tab to add stock to new product variations across one or more locations.

Set Bulk Inventory

Assign inventory by SKU across multiple locations and set fulfillment rules by channel.

Set Up Inventory Locations

Control how inventory is tracked for bundles using fixed quantity or auto-restock rules.

Bundle Inventory Settings

Track inventory across SKUs, sales channels, and physical locations with detailed breakdowns.

Product Inventory

Manage multiple inventory sources for accurate fulfillment, event allocation, and channel-specific stock control.

How Inventory Flows

Understand when inventory is reduced for different sales channels and how to manage allocations effectively.

Inventory Deduction Rules

Export your inventory totals or detailed breakdowns by location for accurate tracking and analysis.

Export Inventory Reports

Inputting Inventory by Product

Explains how bundle inventory is tracked separately from component SKUs, what the Auto-Restock setting does, and how to diagnose a bundle showing as sold out when you still have inventory.

How Bundle Inventory Works (and Why Bundles Show as Sold Out)

Easily track, update, and organize inventory to maintain real-time inventory tracking.

Inventory

Create, edit, reorder, and delete product collections, and assign products to them.

Collections

Create, organize, and update collections to showcase and group products effectively.

Create and assign brands to categorize products and filter your storefront by brand.

Manage Product Brands

Add, assign, edit, and delete product brands so customers can filter your products by brand.

Brands

Add, edit, and organize brands to maintain a clear and consistent catelog.

How to edit a customer's information, shipping addresses, and payment methods, what customers can change themselves, and how to reset a customer's password.

Editing Customers: Info, Addresses, Payments & Passwords

How to remove a saved credit card from a customer's profile.

Deleting a Customer's Credit Card

How to delete a customer account and merge duplicate customer profiles.

Merging and Deleting Customer Accounts

How to create a customer record from the Corksy Admin Portal or POS, including optional details, addresses, and payment methods.

Adding a Customer (Admin Portal & POS)

Guide for customers or staff to create a Corksy website account/customer and update shipping/payment info.

Adding a New Customer on your eCommerce Website

Learn how to navigate, filter, and export customer data in the Corksy Admin Portal Customers tab.

Customers Tab - Corksy Admin Portal

Learn how to navigate and manage customer data in the Corksy Point-of-Sale

Customers Tab - Corksy POS

View and manage a customer’s full profile in the Corksy Admin Portal, including orders, wine clubs, notifications, and internal notes.

Customer Profile - Corksy Admin Portal

View a customer's profile in the Corksy POS, including orders and wine club status

Customer Profile - Corksy POS

Customer Types, Tags, and Classes

Start here for managing customers in Corksy — creating, viewing, editing, tagging, and more.

Customers Overview

How to create, assign, and delete customer tags in Corksy, including where tags are managed and how the two-step process works

Managing Customer Tags

Why is an email address required to add a new customer?

Manage customers and members with Corksy,

Customers

How to assign two sales associates to a POS order (with a 50/50 credit split) and what to do if you need to change the associate after an order is…

Sales Associates on an Order: Adding a Second & Changing After Checkout

Changing order locations in the Corksy Admin portal

Fulfillment Overview

Order Subtypes

Verifying or Tracking a Refund

The system order types (sales channels) in Corksy and why they can't be changed.

Order Types

Order Fulfillment

A guide to the Orders page — what's on it, what each column means, and every filter available for narrowing down orders.

Orders Overview

Finding Tracking Numbers for Shipped Orders

Order Editing Restrictions by Payment Status

Changing an Order from Pickup to Shipping

How to add, edit, and delete notes on orders in Corksy

Managing Notes on Orders

How to fulfill an order that ships through a third-party fulfillment partner by adding tracking manually.

Fulfill orders with other 3rd party providers

This article will show you what status an order needs to be to be edited and all that can be changed within the order.

Editing Orders in the Admin Portal

How to bulk-print packing slips from the Orders list (including pickup and wine club orders, no labels required), bulk-print labels and packing slips via Bulk Fulfillment, print for a single…

Bulk Printing: Labels, Packing Slips, and Invoices

Adding a Tracking Number to an Order

WineDirect Fulfillment Overview

How Tracking Numbers Work in Corksy

Manage orders and fulfillment with Corksy

Order Management & Fulfillment

How to delete a wine club, and what to consider first.

Delete a Wine Club

Open your "Wine Makers Choice" wine club package

Worked examples for setting up Customer Choice and Winemaker's Choice wine club packages, including minimum/maximum bottle settings.

Examples - Customer Choice and Wine Maker Choice Packages

Open your "Customer Select" wine club package

Creating a Club Order

How Members Customize Their Shipments

Assigning a Customer to a Wine Club

How a Member Can Skip a Wine Club Shipment

Skip a Member’s Wine Club Shipment

Product Not Appearing When Creating a Wine Club Package

Edit a Member's Wine Club Order

Managing Memberships

Wine Club

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