After a specified length of time after the intitial club run most wineries will convert any remaining will call club orders and convert them to a shipping order in order to get the liabilities off of the books and to make room for the inventory on the next club run. In order to do this, the system converts the shipping code for the wine club order to the shipping code on page 2 of the customer record, which adds the appropriate shipping amount from the Maintain Shipping Charges menu, and adjusts the tax rate according to the zip code of the shipping address.
To convert your will call orders to ship sales, start in Order Management and select Work with Groups. Once the group is selected, select Will calls only in the third search box and de-slect the status of On Order, Shipped, and Void. Select Work with Checked.
If you don't make the selections below and you select every order in the group the system will bypass all of the orders that are not will calls and that have previously declined.
Select Convert Club Will-Calls to Ship and then select again.
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