Products:
-Consistency in naming SKUs, product titles, product subtitles - keep these constant as modifications can cause display differences on your public website (open cart sales module) and in allocation release pages.
-Always have the vintage in the same place, either at the front of the product string or at the end. Same with skus.

​Customer Names:
-Customer with spaces at the end of their names. You can see this on the main Customers page as those extra spaces throw off the comma separating first and last name. While it may seem unimportant now it can become troublesome as your list grows and you start to perform data analysis of clients in spreadsheet exports.
-Do not use any quotes in customer naming. The use of quotes, say around a nickname, will cause data display problems, most commonly on the main Orders page.

​Customer Addresses:
-No quotes in billing or shipping addresses, for example, 1410 “B” Street. That is a no-go and will cause visual breaks on the orders page and could lead to orders not processing correctly.
-For any clients that pick up their orders, it is helpful to create a “Shipping Address” with the nickname “Pickup”, and then put your winery location into the address. This provides a reminder to the client when the order transaction email arrives on where to pick up the wines.
-Keep an eye on shipping addresses that clients add themselves. Sometimes they don’t fill out the State cell and that is the marker for the Figure app in referencing the correct shipping charges from your rate tables. This results in shipping charges not being applied to orders.

​Tag naming:
-On the Settings>Tags page, be aware of the Tags you have already created. If you are not there is a chance you will create two different tags, with the same purpose. That could cause your staff to miss important reminders or tasks associated with clients and orders.