Club Member Upsales Report

1

Hi everyone

I wanted to know how other wineries are generating a report / reports to know how much additional wine members purchased on top of their committed wine club shipments.

For simplicity lets say “Admin Panel Sales” (upsold wine) vs “Club Order Sales” (club shipment wine) for each customer, included cancelled club members.

If possible it would also be great to know how many club members added wine to their actual club shipment as it was going out… however, I processed these under ClubOrder so I am not sure if there is a way to break those additional sales out since they were the same order type.

If you have a good way to find this data that would great! Club Members are loyal customers and knowing how much additional wine they will purchase on average can help determine the value of different club levels since most clubs offer a % off additional wine sales, it would be nice to see how many member utilize that perk.

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2

Do you make your club shipments a bundle? You could do a report such as a sales detail X and include bundles. That way you could filter out bundles.

Of course the other answer is to ring up additional sales as anything other than “ClubOrder”, but that might not always be possible.

3

The only ways I can think of are wonky. For example: decide what each members that make no changes would spend, then run a report and filter out all that spent less than or equal to that amount. You could also break that out club and nonclub orders to see who bought later.

4

I recommend creating an additional OrderType. If you are already manually processing u-sold orders, just change the OrderType as well.

Word of caution when using Bundle items for Wine Club releases, they pull product taxes, not wine taxes, which may vary from region to region.

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5

I also submitted a sport ticket to Vin65 developers and this is the response I got (just in case anyone else wanted to know)

You’ll want to work with our Sales Detail Report for this. To obtain a total of non-club orders placed by your Club Members, you will want to go to Reports > Sales > Sales Detail > Select the Date Range you want to anaylyze > Generate CSV. This will provide you with an Excel spreadsheet.

Go to column Z of this report, this should be the Contact Status column. On this column, you will want to use Excel’s sorting tools to sort the column alphabetically. You want to get rid of all lines that don’t say ClubMember under Contact Status.

Then you will want to go to column E, which is the Order Type column. You will want to sort this column alphabetically as well. You want to get rid of all lines that says ClubOrder.

Now you have a report of all orders placed by ClubMembers that aren’t ClubOrder. You now want to navigate to column CF (Ext Item Price) and sum up that column for a total sales figure.

For additional bottles added to Club Orders, unfortunately, it will not work since the Order Type is the same.