1. Go to Clubs and select Club List
  2. Find the club you want to create a release for.
  3. Click Actions > click +New Release.
  4. Release Name: Add the name of the release - usually starting with the year. e.g. 2020 Spring Case Club
  5. Release Description: Enter a description of the club - this will display in the email to the club members. Consider mentioning SAVE THE DATE, or you are happy to share the new selections.
  6. Release Start Date: Add the date when customers will be able to see the club release in their Vinoshipper account.
  7. Release Date: Add the date you plan to process payment for the club release.
  8. Pick Up Date: Add the date you plan to allow members to start picking up their orders or the date of the release party.
  9. Allow Order Customizations: Select this option, if you wish.
    1. Deadline for Order Customizations: Enter the date by which you want members to respond with changes. This can be the same day as the release date, but no later.
    2. Minimum Order Value (optional): If you have a minimum dollar amount for the release, enter that here.
    3. Minimum Order Quantity (optional): If you have a minimum unit quantity, enter that here.
  10. Add products to the release.
    1. Club Manager's Selection: The planned products that are offered to all Club Members for this particular release. Learn more.
    2. Optional Add-Ons: The products a Club Member can either replace or add to the planned release. This option only appears if the option is selected to allow customers to customize their orders. Learn more.
  11. Add discounts to the release, if you wish. Club member discounts are not applied automatically to a release, you must specify the discounts for each release.
  12. Set the packaging options: Standard Fee, Flat Rate, Waived Fee. 
  13. Set the shipping class for the release. Hold Shipment Until: Select the date you plan to ship the orders.
  14. Enter a Gift Note and/or Special Instructions for the Winery, if you wish.
  15. Click Continue
  16. The release details screen appears.
    1. An Unpaid order is created for each club membership that does not have a hold OR that has a hold with a timespan that does not includes the release's release date.
    2. A Cancelled order is created for each club member that has a hold on their membership with a timespan that includes the release's release date.


Club Release Process

The four stages of a club release are displayed with the icons below. You can click on each icon to navigate to different stages.


Product Summary of Release

This shows the actual products in the release as well as any optional items you have offered in the release.

Note: This is the first of two places to confirm that the order is set up the way you want. From here, you can also choose to Edit Release. If you do, any unpaid orders will be updated accordingly.


Inventory Required to Support the Release

To find the inventory that is required to support the current release as defined, select the button labeled Required Inventory and the inventory allocated for the release will display.


Club Release Description

Note: This is the second of two places to confirm that the order is set up the way you want. From here, you can also choose to Edit Release. If you do, any unpaid orders will be updated accordingly.


Please check the following:


Description

  1. Product Discount
  2. Shipping Discount
  3. Shipping Class
  4. Packaging Charge

Schedule

  1. Due Date for Customizations
  2. Pickup Start Date
  3. Release Date - The date you plan to process payment
  4. Release Closed - If the release is closed, then the date will display here

Customizations

  1. Allowed - you set whether customizations are allowed or not
  2. Minimum Order Value
  3. Minimum Order Quantity

If any of the above items are not correct, please Edit Release


Announce the Release, Enable Members to Update and Customize



  1. Select the Email Members icon
  2. Email Preview:This email will announce the items in the release and provide each member a way to:
    1. Update their club profile information (addresses, telephone numbers, emails, payment information, etc.)
    2. Inform them of what is in the release
    3. Allow them to EDIT and make their selections (if any are provided)
    4. Informs them of the deadline by which their changes must be completed.
      Note: Parts of this email can be edited!
  3. Edit the Content of the Email:
    Four sections of the email may be edited by you. The sections are:
    1. Subject line
    2. Header
    3. Greeting
    4. Conclusion

4. Click Select Audience - this will allow you to choose who you want to send the email to.


Confirm the Release Processes Correctly

Before you process payments, we recommend you run a single order to ensure the results of the release after discounts, shipping, etc. is exactly what you expected. To learn more, click here.