Creating the club package

For a regular club release, youʼll create a set of sales order transactions for all your active club members, based on a single club package. This may be an existing package that you use as is, or a new one created specifically for this release.

Before you create the transactions, itʼs good practice to check the package to ensure that itʼs correct.

To verify the club package:

  1. From the Package list, select the club package youʼll use for the new release.

  2. Modify the package as needed and save it to a new record.

  3. In the Package Data Entry dialog, check the following:

  4. On the General tab: total price and weight

    On the Details tab: number of bottles and volume

    On the Inventory tab: set the View to 'Cost' and to 'Shipping' and scan for errors

  5. In the Package list, set the View to 'Shipping Requirements' and scan for errors.

Note: For customer selection clubs, Manager creates transactions from membersʼ selection profiles, instead of from a club package. Before running the selection club, you may want to be sure that all membersʼ selections have been entered and confirmed.

Related topics:

Running the club

Announcing the release

Creating the club package

Creating the transactions

Checking for transaction errors

Checking the weather forecast

Charging credit cards

Printing shipping labels

Sending receipts and gift memos

Recovering declined credit cards