User Choice Club Seasons
- 29 Mar 2023
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User Choice Club Seasons
- Updated on 29 Mar 2023
- 3 Minutes to read
- Print
- DarkLight
- PDF
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This report will allow you to view your club members' product choices. You will be able to filter by the specific season, membership status, as well as a date range.
You can use several parameters to get the most accurate Sales by Customer report. You can:
| Club (Required Field) | Select the Club you want to search by, or select All Clubs. |
|---|---|
| Season (Required Field) | Select the season to search by. |
| Status | Select the Status (All Members/Active/Cancelled/On Hold) |
| Sort By | Sort the report by Last Name or Club |
| Signup From | Signup From the date range for the information. |
| Signup To | Signup To date range for the report. |
Reports are exported in a CSV format.
Here are the definitions of what will populate your User Choice Club report:
| Club | Club name that the customer belongs to. |
|---|---|
| Cust # | Customer number of the club member. |
| Birth Date | Birthdate of the club member. (MM/DD/YY) |
| First Name | First name of the club member. |
| Last Name | Last name of the club member. |
| Company | Company name of the club member. |
| Address | Address of the club member. |
| Address 2 | The second address of the club member. |
| City | A city that the club member lives in. |
| State | State that the club member lives in. (XX) Ex: California - CA |
| Zip | Zip code/Postal of the club member. |
| Phone | Phone number of the club member. |
| Email address of the club member. | |
| ShipTo | Option selected for the shipping of the order. (Billing Address, Pickup, other address) |
| Ship Birth Date | Birthdate of the customer to whom the order is being shipped. (MM/DD/YY) |
| Ship First Name | First name of the customer that the order is being shipped to. |
| Ship Last Name | Last name of the customer that the order is being shipped to. |
| Ship Company | Company name of the customer to whom the order is being shipped. |
| Ship Address | Address of the customer that the order is being shipped. |
| Ship Address 2 | The second address of the customer that the order is being shipped to. |
| Ship City | A city that the customer lives in that the order is being shipped to. |
| Ship State | State that the customer lives where the order is being shipped to. (XX) Ex: California - CA |
| Ship Zip Code | Zip code/Postal of the customer that the order is being shipped to. |
| Ship Country | Country of the customer that club orders are being shipped to. |
| Ship Phone | Phone number of the customer to whom the order is being shipped. |
| Ship Email | Email address of the customer that the order is being shipped. |
| Shipping Strategy | Shipping Strategy was chosen for club membership. |
| Shipping Type | Shipping Type is chosen for club membership. |
| Credit Card Type | The type of card used for the transaction. (Visa/MasterCard/AmericanExpress/Discovery) |
| Credit Card | The number of the card used for the transaction. (XXXX XXXX XXXX 5454) This is encrypted; only the last four digits will be visible. |
| Expiry Mo | The month that the card expires. (MM) |
| Expiry Yr | The year that the card expires. (YYYY) |
| Name On Card | Name of the cardholder. |
| Last Processed | Date their credit card was last processed. |
| PrePay | Is the membership a Prepay membership? (Yes (Number of Prepay SKU)/No) |
| Shipments | How many Shipments have they received, and whether the membership is ongoing or prepaid? (Ie. 2 / 3 = Two out of three prepay shipments have been sent, 1 / Ongoing = One shipment has been sent on an ongoing membership) |
| Sign Up Date | Date for signing up for the club. |
| On Hold Start | Start date of a hold if there is a hold on the membership. |
| On Hold End | End date of a hold if there is a hold on the membership. |
| Retain Privileges | Yes/No - Indicates if the club member still receives club discounts and promotions but does not qualify for club shipments. |
| Cancel Date | Date of membership cancellation. |
| Product Discount | Discount on products chosen for Club Processing. (This does not apply to average website orders) |
| Shipping Discount | Discount on shipping chosen for Club Processing. (This does not apply to average website orders) |
| Pickup | Yes/No |
| Pickup Location | The location is chosen for the club member to pick up. |
| Pickup Location Code | Location code of the pickup location. |
| Sales Associate | Name of the associate that sold the membership. |
| Source Code | Free-form text to track club members. |
| Gift | Yes/No - Indicates if membership is a gift membership. |
| Gift Message | A gift message sent to the gifted recipient (appears on the packing slip) |
| Notes | Any additional notes added to this club membership. |
| Cancel Reason | Reason for membership cancellation. |
| (Product Name) | Amount of products in User Choice Club chosen. Additional columns past this will display each product name and the amount selected. |
| (Additional Products) | Additional products and amounts chosen are displayed in their rows. |
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