Orders & Order Management

Processing a Club Shipment on the POS

For existing club members, if they have an unprocessed (active) shipment, you'll see a notification and can process that outstanding package from the POS, choosing any products and delivery method.

  1. Add a club member to an order on the POS
  2. If they have an unprocessed club shipment, you'll see a blue notification with the club shipment name and process date.
    1. If they have multiple unprocessed club shipments, the most recent one will display. If a club package has a status of "Planning" or "Archived", a prompt will not display.

      pos-upcomingshipment
    2. Click the notification and you'll be prompted to select which club package (if there are multiple).
    3. You can then start adding any products that you'd like to the order. The products do not have to be the same as the ones in the club packages settings. You also will not be constrained by any quantity or dollar amount restrictions.

      pos-upcomingShipment2
    4. Click the club name in the order summary at any time to either change the club package or revert the order and unmark it as a club shipment. (Keep it a normal tasting room order.)
      1. When changing the club package, you can only choose from packages with a status of "Active".
    5. You can choose to make it a carryout order, so that the customer can take it with them, or you can optionally decide to make the order pickup or shipping just like you can for a regular tasting room order.
      1. Note: Changing this order to pickup or shipping will not affect the club membership. If the club membership is normally shipping and you set this order to pickup, the club membership will stay as shipping.
    6. Once the order is completed and paid for, if you look up the club package in admin, it will display this customer's shipment as processed. The completed order channel will also be set to "Club" (not POS).