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:
From the Package list, select the club package youʼll use for the new release.
Modify the package as needed and save it to a new record.
In the Package Data Entry dialog, check the following:
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
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.
↑ 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