New Features

Search by Product List

Some wineries have a lot of products to sift through when building their Club Runs or working through a phone campaign, and we received feedback that it would be nice to be able to have a simple search function for products contained within a Product List; so now, you can do that.

Within a Product List, we've added a new tick-box so you can make that list a System Search:

When you're creating your Club Run or your Phone order, rather than finding each product one-by-one, you can find all the products within a Product List by selecting that list from the new Filter by System Search box:

Select the list you want to filter by and voilà, all the products in that list will appear.

You can even search by multiple lists at the same time:

Of course, you can create new lists that are just System Search lists, but many/most will have existing POS Categories etc that you can simply also make a System Search list.

We hope this makes life easier and more efficient, in particular, for our power users.

Transferring Club Memberships

It's very common that a member might want to upgrade or downgrade from one club to another and the problem was that you would have to Cancel their membership to Club A and then join them to Club B... and their Member Since date would be reset to current date.

Now you can Transfer a member and keep their Member Since date intact.

It's very simple: just go into the member's Profile and within the Actions dropdown select Transfer to Another Club:

You will then be taken to the new club's signup page. Once that has been filled in, the old membership will cancel but the new club will have the Member Since date of the old club.

You can also find members within your Club Members screen that have transferred from one membership to another by using the And A Status Of list of filters and selecting Transferred:

Bug Fixes

Edit Order Channel not saving correctly

We recently released the ability to Edit the Order Channel associated with an Order within the Order Details side panel:

It was cool - until it stopped working. This has now been fixed.

Ensure shipping quantities are enforced for recurring order clubs

WithWine has lots of smarts, and those smarts would ensure POS, eCommerce and Club orders would abide by the Limit eCommerce Orders to These Box Sizes rule within Settings > My Brand > Shipping:

Alas, it didn't do this for Recurring Order / System Initiated club orders. Now it does.