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Creating permanent orders for a wine club group is the step you would take prior to charging cards, this steps gives each preliminary order an order number in AMS and creates the approval needed tender line on the order. From this point you will be able to send a preshipment email from within AMS or move on to charging cards.

 

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Once the preliminary orders have been built, run the Print Selected Orders report to scroll through all of the orders before creating permanent orders. 

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Or if skipping the Order Confirmation email, then go to tour the next section on Sending Credit Cards for Approval 

 

 

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