The Group list
The Group list defines the members of various categories of database entry in Λctiv8 Manager. Itʼs used primarily to create the entries for the wine clubs that members can select from the lists in Manager, Λctiv8 POS, and the online “shopping cart.” To view or edit the details of an entry, open it in the Grouping – Data Entry data dialog.
The dialog consists of three tabs:
Type: The internal system number for the entry. Within each Subtype, entries are numbered sequentially from 'Grouping01.'
'Customer': used for defining clubs
'Customer Action': for defining e-mail templates, for example the New Member Letter or the Goodbye Letter
'Organization': for creating selections in the Merchant list, for example Vendor or Invoicing Type
'Person': not used
Label, Name: The name with which the item will be identified in the selection list; for example, 'Two Bottle.'
Optional Merchant: Specifies a Merchant record.
Command: Displays various commands that control how Manager assigns items to a group.
For example, the command <NOTYPE> disables the Select Club Preference line in the Λctiv8 web toolkitʼs club selection dialog, for clubs that do not offer subtypes (“Reds, Whites”, etc.)
Contains the text that will appear in the Description field for this item; for example:
Two Bottle Club
This is a two-bottle club ~ 15% discount on regular purchases ~ Quarterly shipments ~ Usually ships in March, June, September, & December.
You may use basic HTML formatting commands.
Defines the image to be used for this item, from the Λctiv8 image library.