Community Forum

How to avoid double charging when running club batch?


#1

During club release months, how do you keep track of club members who come into tasting room to pick up and/or customize orders or order online, so that you don’t accidentally charge them when you run the club batch? I think I am looking for a report of all club members who make purchases between X date and X date, whether on the website or POS. Sometimes our tasting room staff forgets to mark club members’ orders as “club order” on POS.


#2

I use List Builder for something similar, you can filter for Club Members who have purchased within X days. There might be other filters of use there, List Builder is pretty underrated.


#3

Thank you! Very helpful!


#4

The Club member reports include columns for last order date and amount. I find that pretty helpful.