How to Activate Your Organization for Marketplace

GETTING STARTED: Activate Your Subscription

You can activate the Marketplace on your own
Click on My Account >> Manage
Click on Marketplace Settings
Click on the green button - Enable Marketplace
You can opt-in for Image Acquisition Service when you enable this feature during Marketplace activation. We select the best bottle shots that we can find. You have two options:
- We only upload images for all items that do not have an image
- Upload images for all items that do not have an image and replace my current images
Once you enable your Marketplace, all admins in your organization will receive an email that it has been activated

Now that you've gotten that out of the way, let's get to the fun stuff! 🙂 Please follow all the steps below to get your organization properly set up and ready to start

Overview of First Steps (for Admins)

Once you have enabled your organization, admin users will need to do the following:

Activate your Marketplace settings
Create a company profile, delivery instructions, and email notifications
Update products
Select prices to include in the Marketplace
Select account contacts to be invited to the Marketplace

Update Your Marketplace Settings in Your Admin Panel

Click on My Account, click on Manage on the left-side menu
Click on Marketplace Settings
Click on Edit Settings
In the Status field, please select the appropriate option for you
- Active -- your Marketplace is live and running
- Pending -- your Marketplace is active but not visible to Buyers (you're still updating wines, pricing, etc.)
- Disabled -- not an active Marketplace
Add your Profile -- this information will be displayed in the Marketplace
In Ordering Notes, add delivery requirements/instructions
DEMO State -- this would reflect the state for your demo link (to enforce pricing)
Allowed States -- these would be the state(s) you're allowed to sell in

*Friendly reminder: If your Status setting is set to Pending, please don't forget to change it to Active when your Marketplace is ready to be visible to buyers. Additionally, you can still view your data via the Demo link, which displays your live data.

Get Notified for All Trade Orders (Admins)

(Optional, but recommended)

Admins are not automatically set up to receive email notifications when an order request is received from Marketplace. To enable this feature, please follow the steps below:

Click on My Account, click on Manage
Scroll down to Outbound Emails
Click on `Add` on the right-hand side
Select Key: trade.orders
In the Recipients box, add the appropriate admin email addresses
Click on Save

*Please note: The Rep on the Account will automatically receive emails when orders are placed.

Enable Your Wines

There are several ways to enable wines in the Marketplace. Once a wine has been enabled, you will see an "M" icon next to the wine.

Edit an Individual Wine
- Click on the Wines tab
- Click on the wine to be enabled
- Click on Edit from the left-hand navigation
- Scroll down to the bottom to Marketplace?, select Yes
- Click on Save

Batch Update Wines via Marketplace Settings
- Click on My Account, click on Manage on the left-side menu
- Click on Marketplace Settings
- Click on Batch Update Wines & Prices
- Update each drop box as needed
- Click Perform Action

Batch Update Wines via Wine Properties
- Click on the Wines tab
- Scroll down, click on Export Properties
- The following the properties values are required for an item to be included in the Marketplace
  - Active = Yes
  - Marketplace = Yes
  - Admin-Only = No
  - Inventory Item = Yes
- Optional - provide additional wine information (appellation, info) to make your products stand out
- Upload the updated file using the Import Properties page

Enable One or More Prices for Marketplace

There are several ways to enable prices in the Marketplace. Once a price has been enabled, you will see an "M" icon next to the wine.

Edit an Individual Price
- Click on the Wines tab
- Click on Manage in the Price section
- Click on the price to edit
- Scroll to the Marketplace? field, select Yes

Batch Update Pricing via Marketplace Settings
- Click on My Account, click on Manage on the left-side menu
- Click on Marketplace Settings
- Click on Batch Update Wines & Prices
- Update each drop box as needed
- Click Perform Action

Regarding Price Groups
- When configuring Price Groups, the "Region" field must match the Account's shipping states for the price to display

*Please Note: Pricing labeled “Private” can be included in the Marketplace. Private pricing is only excluded from Tasting Sheets.

Enable Your Warehouse Inventory

Click on the Wines tab
On the left-side menu, under Warehouses, click on Manage
Click on the desired warehouse
Click Edit
Check Marketplace?
Click Update
The red "M" icon indicates it's available in the Marketplace

Please Note: When enabling multiple warehouses, the Inventory Status in Marketplace displays the cumulative inventory from all enabled warehouses for that product.