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Select the start date for the wine club membership by keying in the date or by using the drop down calendar. You can also use date hot keys in nearly all date fields.
Select the appropriate wine prefence preference for the new wine club member.
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Double click on the appropriate customer to select them. The gift receipients recipients wine club will now be billed to the select gift givers customer record and card on the gift givers file.
User defined codes are ordinarily used to track the clerk or sales rep who signed that customer up for the wine club, to track signups for commissions. Each clerk needs to be setup with a code in the User Defined (UDC) code table to use this feature. If using this feature select from your drop down list the appropriate clerk for that signup.