Edit Wine Club Shipment

A standard club shipment within the WineDirect platform is a batch order set up for an entire club. The batch, when processed, creates a separate individual order for each member. All members will receive the same wines/products in the shipment, varying only on taxes and shipping based on the shipping address (though flat-rate shipping is available). 

However, some members want different things. Sometimes you want to add or remove wines/products from a single club member in the batch. You can process one-off orders for club members within the club processing tools without creating a separate admin panel order. You can process these special request orders on the Club Member tab within the Club Processing window.

IMPORTANT If you are using User Choice Clubs, have a season setup and want to make changes to the season selection for all club members, you can make the changes directly in the Club information under the User Choice section by selecting the Season you would like to change.  

Search For An Individual Member (Optional)

To locate a specific member in the shipment to edit, you can either scroll through the list of club members until you find the member you are looking for or search for the customer by name. To search for the member-specific member, you will:

1. In the Club Members tab of Club Processing, Click the View All drop-down menu, select Search By Name, and enter the member's name you wish to edit.

2. Click the magnifying glass icon to search.

3. Once you have found the member you are looking for, click the Preview/Edit option. This will bring up a preview window where you can view and edit the order for an individual member.

Edit A Club Order

You can edit or add products from this window, modify credit card information for the one-off order, or modify the shipping information. Areas with a pencil icon are areas where the details can be modified. Products added to a club shipment will deplete Inventory based on the configuration in Shipment Setup.

Billing Information

Billing information for the customer should be modified on the club member's customer record, not the preview/edit window. To access a member's billing information from the Club Members tab, click on the member preview icon to jump to the member's customer record. Edits made on the General tab of a club member's customer record will change the billing information for their membership.

Payment Information

Payment information for the edited club order can be adjusted by clicking the green pencil icon within the payment information section of the order. You can change the credit card used for the edit to a card on file, a one-time use card for the order only, or save the card on file for future use.

Shipping Information & Costs

You can edit the shipping address information and the costs, future ship date, or shipping type associated with the order.

To edit the shipping or receiving address for the order, you will click the green pencil icon within the shipping information section of the order (edited information does not update a customer's club membership). Any long-term membership edits should be made to the customer's club membership.

For more information, please see the Contacts > Clubs Documentation). Please review the shipping cost before placing an order, as any changes to address information will cause the shipping price to revert to the standard shipping rate for the state.

To edit the future ship date, shipping type, or shipping cost for the individual order, you will click on the green pencil icon next to the shipping type and dollar value (below the order subtotal).