Processing a Club

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 members you won't be able to continue

    1. Select the club you would like to process from the drop down
    2. Give the club billing a name for easy reference later
    3. 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.
    4. Click Next

2. Member Selection

You can select to process all active members or select individual members to process

    1. Click Process All Active Members to add all the active members in your club to the batch, then click Next.
    2. Click Select Members to select individual active members to add to the batch
        1. Click the choose members button
        2. Select the members you would like to add
        3. Click Okay
        4. Click Next

3. Build the Order

You can choose to update or not update your inventory in square by selecting or de-selecting the option.

You can choose to create a bundle of items with a set price, or select individual items using the wine club discount, or use a combination of both.

    1. Click select items to select individual items to add to the order
      1. Select the items and quantities you would like to add
      2. Click the X at the top right of the items pop out window to proceed
    2. Click bundle items to select individual items to add to the order
      1. Enter the Bundle Name and Bundle Price
      2. Select the items and quantities you would like to add
      3. Click the X at the top right of the items pop out window to proceed
      4. Click Next

You cannot add items that have already been added as individual line items to a bundle and you cannot add items as individual line items that have been selected within a bundle.

The bundle price must be evenly divisible by the total quantity of the items selected within it.  If it is not, the system will automatically update the bundle price for you.

Items that are bundled are shown with Bundle next to them in the Club Order Summary

4.    Compliance

If you have connected ShipCompliant as an integration to Vincipia, you can choose to override their compliance and system entirely by selecting Override ShipCompliant.
            1. Click on the date under Purchase Date to select and change the Purchase date for the order
            2. Click on the date under Ship Date to select and change the Purchase date for the order
            3. Click Next


5.   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 prompted to enter the package weight and whether or not you would not like to charge the shipping fee to your members.

2. Click Next

 

The blue Start button will now appear at the bottom. Click to begin processing.

Once you click Start, you cannot go back and the processing cannot be stopped


After processing, any members that have been declined due to a bad credit card will receive an email alerting them to log in to VinSipp to update their information. When a club is actively in process it will be grey. Once the process turns black, the process will be over and you can now select that club run to pull up more information about the process. Here you will find an exportable club processing report and other helpful information. 

 


    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • Customer in More than One Club

      So, you have a customer who wants to be in multiple clubs? We have a few options to help accommodate this: Option 1: The easiest solution would be to create two profiles for them within Vincipia and put one under each club. When you go to process ...

    • 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 ...