Creating transactions for all club members for a release is a complex process; itʼs not unusual for errors to occur. To ensure that the release goes smoothly, itʼs important to double-check the transactions and resolve any problems before proceeding.
To check for transaction errors:
In the Transaction list, list all the transactions for the current release.
From the View menu, choose Order Detail.
Sort by the Disc % column; scan for data errors and correct.
Sort by Tax; scan for data errors and correct.
Sort by S&H; scan for data errors and correct.
Sort by Total; scan for data errors and correct.
Sort by Package Name; scan for data errors and correct.
From the View menu, choose Shipping Detail.
Sort by Shipping; scan for data errors and correct.
Sort by Lbs.; ensure the weights are appropriate.
Sort by Actual Shipping. If youʼre using real-time shipping rates, this column should contain the actual values; for flat rates, it should contain '0.00'.
Sort by S&H. Ensure that the handling fee (for real-time shipping rates) or rate (for flat rates) is correct.
In addition to this manual scan, itʼs also helpful to check the job log for any errors that may have come up while creating the transactions.
To check the job log:
In the Job Queue, locate and select the Batch Sales Order job that created the transactions.
The saved search 'Jobs Completed Today' is a convenient way to locate recently completed jobs.
In the list, right-click the job and choose Job Log from the menu.
In the Job Log list, sort by the Description column. The failed transactions are marked with the word “Error,” followed by a description of the problem.
Error descriptions include, for example, 'No carrier shipping rate can be found,' 'Package has a weight of zero, carrier shipments will fail,' and 'invalid ZIP code.'
When you discover a transaction that contains an error, youʼll need to correct the problem that caused it, usually by updating the Customer record.
To repair transactions:
Correct the data errors that caused the transactions to fail, as reported in the Job Log.
Delete the transactions that generated the errors.
If the number of faulty transactions is large, it may be easier to simply delete all transactions and run the original sales order job again.
In the Job Queue, select the 'Batch Sales Order' job for the club run and right-click.
From the popup menu, choose Status : Run Now.
Inspect the transactions on the Transactions tab to confirm that the sales amounts, discounts, tax, and S&H charges have been calculated and applied correctly before charging customersʼ credit cards.
Remember that you can sort the data by clicking the column headers.
If all the amounts appear correct, click Verify Amounts in Transactions. In the confirmation dialog, click Yes. If there are errors, itʼs most likely because incorrect values were entered in the package setup. Click No, return to the step “Create/Update a Club Package,” and correct the error. Then rerun the next action, “Create Transactions,” and repeat this step to verify the amounts again.
↑ Running the club
Announcing the release
Creating the club package
Creating the transactions
Checking transactions for errors
Checking the weather forecast
Charging credit cards
Printing shipping labels
Sending receipts and gift memos
Recovering declined credit cards