Process a Custom Club
Custom Club Processing is a feature in Tier II with Vincipia. If you do not see this as an option in your process and would like it, please reach out to support@vincipia.com and we will be able discuss upgrading your account.
Begin by going to the Process section in Vincipia and select Process a Club or select Process a Club from the Vincipia home page. Then follow these 5 easy steps:
1. Club Selection
If a club doesn't have any active members you won't be able to continue
- Select the club you would like to process from the drop down
- Give the club billing a name for easy reference later
- The discount field will auto-populate from the club profile in Vincipia under Clubs, but can be adjusted at this step. Note that if you are choosing to bill a Bundle in #3, the discount will not be applied.
- Check the box for Custom Club
- Click Next
2. Member Selection
You can select to process all active members or select individual members to process
- Click Process All Active Members to add all the active members in your club to the batch, then click Next.
- Click Select Members to select individual active members to add to the batch
- Click the choose members button
- Select the members you would like to add
- Click Okay
- Click Next
3. Default Order Ticket
1. Set Minimum Quantity - this is the minimum number of bottles a member will need to order to proceed
2. Select Default Items - This is the selection of items a member receives if they do not customize
1. Select which products you want to add by updating quantity
2. Press X when you are done
3. You can choose to update or not update your inventory in square by selecting or de-selecting the option.
4. Click Next
4. Allowable Items
Allowable items allow you to control what products your customers are able to choose from for this club run.
1. Select Allow All if you want members to have access to all of your inventory
2. Select Select Items to limit access to your products
1. Click on the box that says Select Items
2. Select what inventory you want available for members to choose from during customization
3. When you are done with your selection press "X"
3. Click Next
5. Compliance
1. Select the date you plan on shipping your custom club
2. Click Next
6. Fulfillment
1. Select the shipping strategy you would like to process from the drop down
If you have connected Shippo as an integration to Vincipia and select a strategy linked with them you will be able to select whether or not you would not like to charge the shipping fee to your members.
2. Click Next
7. Create Custom Processing
The blue Create button will now appear at the bottom. Clicking this button will open customization for your members in VinSipp.
Once you click Create, you cannot go back to change anything within your club run
8. Check on your Customers
Once the custom club has been created, it will appear on the processing page in grey. You can click this at anytime and see a quick snapshot of how many customers have customized. If you click the "Member Report" you will be able to see red dots next to anyone who has customized. If you click the name of a member who has customized, their new order will pull up. You can export this list at anytime.
9. Process your Custom Club
When you are ready to process your club, click on the process under the processing list. The custom club will still appear as grey meaning it has not yet been run. Open the club and select Process. This will begin to batch process all of your members. Once the process has started, it cannot be stopped or changed. Anyone who is declined during process because of a declined credit card will receive an email automatically to update their information in VinSipp.
10. After Processing
When your process has completed, click on the process you want to view to pull up more details from the run. Here you will be able to access an exportable member report, details regarding declines, and the ability to rerun skips and declines. All orders will now show in the Orders tab on Vincipia.
Related Articles
How do club members customize a club?
Your club members will need to log in to their VinSipp account. For more information on how to create this account please visit our Member portal access article. Once logged in, as long a custom club has been created, the user will see a blue button ...View Club Customizations BEFORE processing
Once you have selected Create in a custom club process, the club will appear in the Process section of Vincipia as a greyed out line item. Selecting "Create" will also open the ability for your customers to customize their orders in VinSipp. You can ...Creating a Club
You can create an unlimited number of clubs depending on how you want to organize and run your club. To create a new club go to Clubs >Create Club Fill out the following fields to create your club: Name - This can be whatever name you want to use to ...Processing a Club
5 easy steps to process a club: Begin by going to the Process section in Vincipia and select Process a Club or select Process a Club from the Vincipia home page. Then follow these 5 easy steps: 1. Club Selection If a club doesn't have any active ...Tracking and reviewing club orders
Go to Process. Select the club processing you would like to review. Under Members Processed, you will see general data on the club billing. Selecting Member Report will provide a full, searchable listing of customers that were billed, declined, or ...