Create Club Shipment Order in POS

An order can be created in the POS and assigned into a club shipment event.  This is a very effective way to manage customized club order requests prior to processing a complete club batch. 

Definition: Creating a club subscription order before batching the full event is called a pre-batch order, or pre-batching

  1. Search and select the customer with the club subscription.

    POS > Search > Lookup customer record

    Customers can be found using first name, last name, email address or Customer ID.  

  2. Once selected choose shipping address and method.

    Click the customer name to open the customer card and review the club subscription settings, to confirm the ship-to address or pickup preference.  

    If creating a ship order, most club orders do not have a specified ship date, and will remain in an unshipped status.

  3. Add products according to the club event, and other products as desired.
  4. Channel, Tier and Club Event

    Change the Channel to Club.  This will activate two additional drop-downs to select the Subscription and matching club events. 

    Note: Non-active events will be listed.


IMPORTANT: The entry of Club Channel, tier and event must be performed as described above.

  1. Payment Options

    Select the Card on file and choose to Save the order unpaid, which will queue it into the larger batch for payment later, or select Place Order to charge the order now.

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