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.

Packages for customer choice clubs

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.

Using the wizard

Club Run Wizard Package Setup 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.

Related topics:

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