At my previous winery, we did not have a discount set in the club members’ accounts. When we created a club shipment, we did a price override when creating the packages to reflect their discount. This is how I was taught to do it. Now at a different winery and starting to set club up, I realize that they set the product discount in each account so I don’t need to override the price, just enter the retail price. The problem is that in the 6 weeks I’ve been here, I haven’t added the discount when entering new members in the system. I can run a report and go in each one and fix that. BUT, which is the right way??
I’m pretty sure Vin65 would counsel you to not use those discounts in the member’s accounts. That’s what they counseled me, anyway. If I were you (and your club is large) I would pay Vin65 the nominal fee for database work to remove all of those discounts - unless there is some way you can do it via upload - and start doing things as you did before.
Argh. I thought as much. If it’s nominal, I’d do it for sure. Thanks, Jeff.
Hi Sarah, thanks for bringing this up. When we uploaded we did not put in the discounts but as people joined in the last month, I did enter the discount. I talked this through with someone from Vin65 who did suggest the price override vs. the club discount in the profile. For us, we have different promos such as glass price for club members is $ off from non-club, and tasting flights are comped for members. We require the TR staff to lookup a club member and enter their tastings and glasses in their account so we can see when they have been in. If the discount was set up in their profile, it discounts all products that they buy at that % by default. I don’t know if this helps but that is why we chose not to put it in their profile.