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To place a wine club membership on hold, you will search for the customer by last name in the main CRM screen. Key in last name into the last name field and then hit enter. If you need to narrow the results you can use first name in combination with last name to search for your customer. 

 

Double click on the customer name you wish to access or select the line and hit the selct currne line button (F1).

Central Tables



Choose the Maintain Wine Clubs button at the biottom of the screen or hit M on your keyboard. 

There are hot keys built into the system, shown by the underlined capitalized letter on each button option.


In the wine club status details section fill in the date range for which you would like to override a wine club members club order ship dates. This would be used when a wine club member would like to receive their shipment but will not be home on the exact day the club order would be delivered. This option allows for the order to be charged and the projected ship date on that members order to be overriden from the batch ship date to the date specified in the HOLD SHIPMENT UNTIL field.

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