Onsite vs. Offsite designation
Whether a transaction takes place "Onsite" or "Offsite" may have tax or compliance ramifications for the merchant.
An Onsite transaction is when the customer is physically present at a winery, tasting room, or other retail location at the time of the transaction.
An Offsite transaction is when the customer is not present on site such as an Online, Phone, or Mail Order or a Club Shipment.
It should be noted that for a transaction to be "Onsite" the customer just needs to be present at the time of purchase, the wine can still be shipped to the customer elsewhere. For some states, this is the only way it is permissible to ship wine to a customer in that state.
Creating an Onsite order during the checkout process
On the final order page, scroll to the bottom of the order to view the "Order Details." Choose the appropriate designation in the Shipcompliant Onsite / Offsite dropdown, then place your order.
If neither Onsite nor Offsite are selected most orders will default to Offsite when submitted to Ship Compliant except for Point of Sales (POS) orders which will submit as Onsite
Changing the Onsite / Offsite designation for an existing order before submitting to Ship Compliant.
To change the designation for an existing order before it is sent to ShipCompliant, open the order and change the dropdown under SALE DETAILS > Shipcompliant Onsite / Offsite and select “Update” (pictured below). This needs to be updated before an order is sent to ShipCompliant.
When you send orders to ShipCompliant via the API, you may receive compliance feedback related to the Onsite / Offsite compliance rules where applicable. If you have questions about Onsite / Offsite compliance rules or tax rates, please contact ShipCompliant.