Apply Licenses and License Numbers
Direct shipping licenses by Jurisdiction (typically a State) are already created in the WineDirect Compliance system. You will need to Apply the licenses for each state that apply to your winery/brand.
Orders with a shipping address to a jurisdiction/state where rules have not been acknowledged will fail compliance and will be quarantined. To process an order to a state where rules have not been acknowledged (thereby ignoring compliance settings), you will need to check that state in On/Off Jurisdictions, adjust the applicable Company or order rule, then re-uncheck that state in On/Off Jurisdictions to process the order.
To Apply A License To A State By Brand:
1. Navigate to Licenses and you will see a list of Licenses applicable by jurisdiction/state.
2. On the right in the Action column, select either Apply, Edit or Renew to activate or modify a license.
||Will appear when new licenses have not been previously entered.
||Will appear and will allow changes to an existing license that has not yet expired.
||will appear when the license is about to or has already expired.
3. In the newly appeared window, you will need to enter: License Number, Valid On Date (if applicable), and Expires On Date (if applicable).
4. Select Activate (or Renew) to save your changes.
If you select the column header for Jurisdiction, it will sort the licenses by Jurisdiction/State, which should make the License application process more easily visible and filtered for convenience of applying by Jurisdiction/State. Also, on the left side of the window, you can select the Jurisdiction to see just the licenses for that Jurisdiction.