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Wine Direct 4.1
Sales & Fulfillment
Cash Manager
Inventory Management
Wine Club
Compliance Manager
MultiSite Manager
Equipment & Supplies
   
   
 
 
 


Manages multi-tier wine club programs and memberships and provides automatic order creation, batch billing and fulfillment.

 

Features at a glance

  • Subscription Management
  • Membership Management
  • Ship or Pickup
  • Gift Membership Recognition
  • Specify Gift Cards with Message
  • Pro-active credit card expiration date maintenance
  • Cancellation tracking with reason
  • Commissions reporting
  • Track sign ups by sales rep
  • Automatic Order Creation
  • Batch Payment Processing
  • Membership Analysis Reporting
   
Multi-Tier Wine Club
Track multiple wine club programs such as reds, whites, mixed, bi-monthly, quarterly, etc. Wine Direct can manage any number of wine club programs.
  • Track multiple wine clubs
  • Track multiple frequencies
Membership Management
Keep your members' information up to date, ensuring accurate billing and shipping information is always being used. Set subscription start/stop dates, mark gifted memberships with optional gift card. Specify whether a member is a pickup or ship member. View members purchase history, preference for shipments, how long they've been a member. Use this information to contact them about events, promotional sales, or targeted marketing campaign.
  • Keep members account information up to date
  • Specify pickup or ship
  • Target for sales / specials
  • Identify gift memberships with gift card
  • Suspend / un-suspend
Batch Order Creation
Wine Direct makes it easy to create orders and bill your wine club shipments. Simply set your shipping rates, select the products to include and click the mouse and you're done! Create pickup or ship orders only (or both). You can also create orders for a specified state, join date, or custom criteria.
  • Create all your orders with just a couple clicks of the mouse
  • Specify pickup, ship, State, Join Date or custom criteria
Batch Payment Processing
Processing credit card orders is a snap with Wine Direct. Simply select the group(s) of orders to authorize and click the mouse button to get instant authorization with results. Manage expired credit cards by proactively sending emails / postcards to members whose cards will expire prior to batch creation.
  • High speed credit authorization
  • Pro-active expiration date maintenance
Special Handling
Wine Direct tracks all the special handling needs for your club members right in their membership. Examples include ship address changes/swap, special shipping/handling instruction, product substitutions, special ship dates. Wine Direct automatically prompts you so you're sure not to miss an important request.
  • Specify one-time or perpetual special handling requests.
  • Prompts you to remind you of important customer requests
Convert to Ship
Anyone who has had a wine club where they allow their members to pickup their shipments at the winery knows there are those customers who, for one reason or another, are unable to pickup and need to be able to ship that wine to the club member.

With our Convert to Ship feature, that is a simple process. Simply select the original order and click "Convert to Ship" and determine the shipping destination. Wine Direct will create an order to bill any shipping charges (or changes in tax rate) then have the shipment sent off to the customer with minimal hassle.
  • Pickup Members not picking up their wine?
    Ship it to them using the "Convert to Ship" feature.
Membership Reporting
With our comprehensive reporting suite, you have the power at your fingertips to see who is a club member, what their buying patterns are and how often they visit the winery. Use this knowledge to maximize not only your profits but your club member's experience with your winery.
  • See who is a member by club and how long
  • Identify buying patterns / trends
  • Identify attrition rates

 

 

   
 
 
 
 

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