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.
For customer choice clubs, Manager creates transactions from membersʼ selection profiles, instead of from a regular club package. To provide a default profile that you can copy to all the members, you can create a choice club package specifically for this purpose.
Once the choice club package exists, you can copy it to membersʼ Customer records with the Create Selections : Selections from Package command.
When it reaches the step Create/Update a Club Package, the club run wizard displays the Wizard Package Setup dialog, where you can create a new choice club package, or select one of the package templates already defined for the club, and add or remove specific inventory items for the current release. When finished, click Create Package or Update Package.
To view full details of the package, click Open Full Package to open its record in the Package Data Entry dialog, where you can verify the details as described at step 3 above.
Note: If youʼve added new inventory items to be included in the current club selection, youʼll need to be sure youʼve imported them into the database before you can add them to the new club package.
↑ 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