Related Resources
This lesson covers subscription clubs in OrderPort. Subscription clubs function by adding deposits to customer accounts on a regular basis. These funds can be used to make purchases by the customer. Subscription clubs are not intended to be used for regular release cycles, but you can create releases for customers who have a large balance in their account. Members of the club can also receive discounts for items.
Page Contents
Navigating to the Wine Clubs module
The Wine Clubs module is in OrderPort Admin. Go to orderport.net to login.
Scroll down to the bottom of the dashboard page, and you will find the Services option. Click the second option.
You can also hover over the three lines toward the top right of the dashboard page.
The Wine Clubs module is under the Services column.
Creating the Club
To create a subscription club, go to the Wine Clubs tab, click create club, then select the Subscription Membership Club option from the dropdown. Fill out all the information.
Under the Subscription options, select a renewal frequency. If you select anniversary, the customer will be charged each year.
Next, open the club and go to the club options tab. There are two additional configuration options.
You can choose not to charge members upon sign up, and you can also choose to place members on hold if payment fails.
Membership Management
On the right of the Club Options page, you will notice the Subscription Renewals options. After a renewal occurs, you can select the month to view successful and failed charges.
Managing Accounts
To view a member’s account balance, go to the Reports tab of the Wine Clubs module, then open the Subscription Clubs report.
If you’d like to make any manual adjustments, please see the Member Accounts lesson.
Releases
Releases for subscription clubs are optional. You can use releases to create orders for club members with high account balances.
The process for releases is identical to Winemaker Selects clubs. The only difference is that in the customer search step, you can filter customers by their member account balance.
You should calculate the price of the cart prior to selecting the customers, and you can filter out customers that do not have a sufficient balance. Please note that any customer without sufficient funds will have failed orders.