Resume club order

Clubs
1

I’m looking at this new feature which I am hoping I will get to like:

https://documentation.vin65.com/Store/Clubs/Club-Processing#Q5

Can I safely assume that the workflow when a member is ready to update their credit card - let’s say they are standing there in the TR - goes like this:

  • update the member’s credit card using the POS or admin panel

  • resume the order

In other words, the resumed order will know to pick up the credit card change, right?

Just double checking…

2

It will allow you to continue and check out like you would a regular POS transaction. You will be able to choose any card on file, use Cash, etc. and the system will know that a payment is still required before completing the order.

2 Likes
3

That sounds even better - thanks!

A couple other questions just occurred:

  1. What will be the order type and what inventory pool is used? (i.e. does it use what I set up for the club, or does it use what is set in the POS profile?)

  2. Is there any way we can get an email notification?

Rationale for #2: If I have someone working the phone list for declines and the member comes in to fix their credit card and get their package, the person working the phone list needs to scratch this member off the list.

Thanks!

4

@ElJefe - It will use the order type associated with the POS profile. It will also use the inventory pool set up within the club, unless you modify the inventory on the order or edit the shipping, then it will use the POS profile’s settings.

Unfortunately, no way to get email notifications for them at this time, but your rationale behind it makes sense.

5

I am interested in how this works as well. I haven’t looked at this for a while, but seem to recall if you don’t process the order in the club processing area, it messes up reporting. I would still love to have a report showing when a card has been updated. A final wish would be to enact Amazon Prime / Netflix capabilities to try other credit cards that are on file.

1 Like
6

OK, that was a hybrid I didn’t expect. I’m going to repeat this back to make sure I have it right.

I set up my club processing to pull from a pool called Warehouse. So if the order runs the first in club processing, the order type is Club, and the pool is Warehouse.

I set up my POS profile with an order type of TR, and pull from a pool called TRpool. And any regular purchases in the TR have those as the type and pool.

However, if I resume and successfully complete a club order on the POS, the order type will be TR, and the pool will be Warehouse. Is this correct?

I thought of another question: This resumed and completed order will be counted in Club Member reports, in columns like Last Processed and Shipments, correct?

Thanks…

7

That would be sexy.

8

That is correct, unless there is some other modification (e.g. Shipping is removed from the order, then it will use the POS pool for pickup).

It will update the member’s last processed date, etc just like if it had been processed through club processing.

1 Like