WineDirect Mastery Courses
Providing you with the tools you need to master WineDirect
Courses
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Reports: Mastering the Basics
This course is an introduction to the reports functionality in WineDirect. Learn how to navigate reports, interact with default reports, customize and save reports, and other best practices.
Free
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Reports: Sample Excel Report Builds
Make sure to download the content and follow along with this course. We know Excel can be a pain to work in, so in this course, we provide a few sample reports, and we show you how to use them. New report examples will be added regularly.
Free
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Reports: Best Practices for Building Reports
Continue polishing your WineDirect reporting skills. Learn how to build the best reports for club management, inventory management, and financial reconciliation.
Free
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Reports: Mastering Excel
If you're new to WineDirect reports or not familiar with Excel this is a great place to start. In this short course, we cover the basics of how to manipulate WineDirect reports, build a pivot table to organize data, and other basic functions.
Free
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Summer Training Series - Customer Data Aquisition
Learn how to utilize forms, kiosk pages, and hidden pages to acquire data efficiently and accurately from your customers. Discover how you can apply forms in the tasting room and through digital marketing.
Free
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Summer Training Series - Summer Time Club Shipments
Learn how to stay in touch with your club members during slower club seasons and effectively market, prepare and plan for upcoming club shipments. Through the coordination of many parts, your club can be efficient, organized and prepared for Fall.
Free