Allocation Event Checklist

This is a pre-release checklist! Prior to each allocation release, review and confirm EACH item below to ensure a smooth and worry-free allocation event.

1

Create Products - Confirm product name, prices and settings are accurate.

2

Confirm Product Availability tab for Customer Types are set correctly for all products 

3

Confirm Product Category tab is set correctly for all products

4

Check Web Info tab to review display order, tasting notes (Product descriptions and/or pdf.)

5

Shadow Inventory Set Product Max Sell Qty and Threshold to prevent overselling (optional.)

6

Create/Confirm all Inventory SKUs (if applicable) Confirm SKUs have correct vintage and varietal (in SKU list.)

7

Confirm products are tied to the appropriate SKU on the inventory SKU tab (only applies to inventory module.)

8

Confirm on-hand and available inventory quantities per SKU (only applies to inventory module.)

9

Confirm the transaction source location is correct. Company > Txn Source Location

10

Review Shipping tables, Fulfillment settings and Location settings. (Fulfillment determines inventory location.)

11

Confirm set-up of any inventory locations and pickup locations

12

Confirm total customer counts in each allocation Tier from Customer Search

13

Double-check by searching for valid customer types, and customer NOT in a tier assignment

14

Best practice: Create saved customer groups for each tier (name groups to match each campaign for release)

15

Check and test that customers are assigned to the correct allocation tiers and customer groups for email campaigns

16

Confirm Allocation Event(s) are set-up correctly, including specific ship dates and event start and end date

17

Confirm Each tier has the correct Min/Max/Wish Max for each product  assigned to the event

18

Confirm each Allocation Event and all Tiers by using the auto-login for a variety of customers

19

Confirm consistency of Product Title descriptions of all products being sold

20

Check for Product Images & Label links for each product in admin and online if you're using any images in your Allocation Store

21

Confirm discounts (i.e.; product, shipping, customer type) Confirm the discount applies in the POS and Allocation Store

22

Confirm tax rates for each ship-to state by reviewing the Tax Table settings

23

Test shipping rates for each product in the event, within each shipping zone in POS and/or online. Products should be tested one-by-one. (or verify product weights, and shipping zones & methods.)

24

Confirm all alternate shippers (i.e. 55 Degrees, All Ways Cool, etc.) you are using have the correct addresses and phone numbers within the path-to-purchase.

25

Review Allocation Landing page content, for customers that are NOT part of the release event.

26

Test the "forgot my password" link through all steps (if applicable) in the path-to-purchase

27

Send a live campaign (not just a preview) to internal staff to validate all content and hyperlinks of the release announcement

28

Click through Campaign, to confirm auto-login and store layout. Check path-to-purchase content on all pages (i.e. Login, Product List and Checkout online using multiple browsers.)

29

Check and test Wish List Qtys in the path-to-purchase for each SKU and Tier

30

Confirm Initial Order receipt message and format. Order > Custom Receipt > Setup

31

Check Company settings to verify that the correct email addresses are being used for orders

32

Confirm new customer creation defaults are set correctly for Customer Type and Tier. Company > General Info.

33

Confirm banking info/settings have not changed. Verify that transactions are set to the correct payment gateway processor. Company > Payment Gateway.

34

Place Test Order: Test all steps within the path-to-purchase through Confirm Order (purchase) process on multiple browsers (i.e.; Firefox and Chrome)