Standard Wine Club Workflow

This is the basic workflow for processing a Standard Wine Club Shipment, also know as and Wine Club Event. Remix and Custom Club information can be found elsewhere in the Help Center.
Prior to each wine club release, review and confirm EACH item below to ensure a smooth and worry-free allocation event.

Review this article on Club Overview and Terminology, especially if this is your first time setting up a club shipment, or if you only do it occasionally

Best Practice: Early in the process we recommend sending an email campaign with a My Account Magic Link, inviting members to update their shipping and billing addresses, and credit card.

1

Products - For additional information see this article, or search "Product" in the Help Center.
- Confirm product name, prices and settings are accurate.
- Confirm  Product Availability tab for Customer Types are set correctly for all products 
- Confirm  Product Category tab is set correctly for all products
- Check  Web Info tab to review display order, tasting notes (Product descriptions and/or pdf.)
- Shadow Inventory Set Product Max Sell Qty and Threshold to prevent overselling (optional.)

2

Inventory (if Inventory Module is in use) - Form more information see this article or search "inventory" in the Help Center.
- Create/Confirm all  Inventory SKUs. Confirm SKUs have correct vintage and varietal (in SKU list).
- Confirm products are tied to the appropriate SKU on the inventory SKU tab.
- Confirm on-hand and available inventory quantities per SKU.
- Confirm the transaction source location is correct. Company > Txn Source Location

3

Create Club Tiers, if not already done.
- For additional information see this article

4

Assign customers to Club Tiers
- See above article for additional information

5

Create or Confirm  Club Shipping Rates
- For additional information see this article

6

Create a Standard Club Shipment Event
- For additional information see this this article

7

Preview Club Shipment(s), resolve any issues highlighted in red
- For additional information see this this article

8

Create Shipment Invoices/Orders
- For additional information see this this article

9

Check Compliance, resolve any issues
- For additional information see this this article

10

Bulk/Auth Capture Payments
- For additional information see this this article

11

Check Batch Settlement
- For additional information see this this article

12

Manage Declined Payments
- For additional information see this article

13

Process Paid and Compliant  Orders To Ship
- For additional information see this this article

Continue to step 9 and repeat the process until all order are resolved and shipped.

Club orders can be customized in the POS before payment is accepted:
-  This article explains how to accomplish that