Club Batch Settlement
The Club Settlement Transaction Status table provides at-a-glance view of all shipment events, orders created and orders paid, by ship status. Tools are also available to initiate bulk auth/capture for unpaid orders per batch.
Permission Required: To access the Club Settlement page, your user account must be enabled with the top-level permission for Wine Club which includes the sub-menu options. To initiate Bulk Auth/Capture from the Club Settlement list, the sub-permission for Allow Wine Club Bulk Auth is also required. Contact your eCellar User Manager for assistance.
|Shipment Event Name||All club shipment events are listed based on their shipment event ID, and will sort with the newest events at the top.|
|Subscribers||Subscriber count includes all active subscriptions, in real-time and will update as more subscribers are added. Keep in mind that suspended subscriptions are still considered active.|
|Total Orders||Includes all orders linked to the Club Event ID with only these billing statuses: Not Paid, Authorized CC, Declined CC, Partial Paid, Paid.|
|Paid Orders||Includes only Paid orders that are assigned to the Club Shipment Event. (Includes pre-batch and remix orders.)|
|% Paid||Percentage of orders created that are paid. (After bulk auth/capture, this is your "Capture Rate").|
|Orders Not Paid||Orders in the Shipment Event that are not paid (Can include declines too.).|
|Charge Cards||This function will submit the Club Event to bulk Auth/Capture for payment processing on any orders that are not already paid. (User Permission Required.)|
|Paid Orders for Pickup||Jump to a list of orders that are Paid and in a To Pick Up status.|
|Paid Orders Pending Ship||A list of orders that have the billing status of Paid, and shipping status of Unshipped.|
Best Practice: Keep a watchful eye on the total Subscriber count, and the Total Orders count. This is a great way to double-check that all orders have been created, and also to avoid any duplicate orders too!
Learn more about Bulk Auth/Capture in this Article.