Corksy

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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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