New Feature - Club Processing

Clubs
1

Yay new club processing features!

Questions:

  1. Is this retroactive to already creating club processing, I created all my runs today at 7AM…?

  2. Why do we still not have filter on members tab for shipping customers, thats all I ever wanted!?

  3. With this new wave of options is…saving orders coming?

2 Likes
2

"Streamline Credit Card Updating

If your customers’ credit card is declined during Change to Ship X, have no fear. Instead of going to the contact record to update the card information, you can now select the card icon with the green plus to change the card information right there. This will work on the order level outside of clubs as well if you don’t use the Change to Ship X feature for club management."

Does this mean that the system will use current credit card information from the customer account? Or will it still look to the card used at the time of the will call order? Manually entering the card at the time of running the tool really doesn’t help… If a cashier has updated their account we no longer have access to the entire card number.

3

  1. Yep this is retroactive, you can do this on any unprocessed club.

  2. We talked about this for sure, but decided on this route for now, we have plans to improve that specific flow as well.

  3. What scenario would you find this useful in? I’d like to know more.

4

Hey Erica,

No change in the initial processing on how Flip to Ship X works, you can still process with the same card (on the order) in the same scenario as you do today.

If for whatever reason you want to change the card, you can do so, by either selecting one on file, or entering a new one, overall just an addition to functionality, no change in flow.

So you shouldn’t run into any issues!

5
  1. Yay!
  2. Can we not have both? This would be nice when I am changing and charging custom orders. I refuse to use Customer Choice clubs I do everything myself.
  3. See answer 2 also. I change everything myself and this would be nice to do as customization come in and do the processing all at once.
6

Good to note! We want to roll out with this first round, take in some feedback, and continue to improve on these items as well.

1 Like
7

Hyped!

8

Thank you so much for the new feature that allows us to process will call and ship to customers separately. I first asked for this years ago and I am thrilled to be a guinea pig trying it out in just about a week.
Now, if only I could open and edit a club order and save it instead of processing on the spot…

9

FYI - This week we used the new feature allowing us to process will call/ship to customers separately.
Worked great and made life much easier. Many thanks!

3 Likes
10

Glad to hear!