Whether this is your first time or you're an old pro this checklist is here to help ensure your batches go smoothly.
- Check that all products included in the batch for have the correct information
- Price, Inventory, and Weight
- ShipCompliant Customers
- ABV, Container, and Volume
- Confirm your shipping rates are correct in Shopify- More Information
- If you fulfill orders from multiple locations, check your Fulfillment Priority (Shopify>Settings>Locations)
- Look over the wording of your email notifications. (Bloom>Settings>Email)
- Successful and Failed payment notifications are important at this stage.
- Check your club level to confirm discount setup (Bloom>Clubs>Levels)
- Confirm club shipping setting are correct.
- Check Bloom Batches for any saved batches.
- Delete the saved batches you don't plan to use.
- Check Bloom for failed payments.
- Archive old batches
- Make sure all member's have selections
- Check the "Missing Selections" tab under memberships
- If you are batching a customer choice club check the Selections Report to verify members selections and inventory levels
- Review your membership notes and flag memberships you don't want to batch, or need customization
- Decide if you want to segment your club batches
- Common segmentation includes by shipping, pick up, and special requests etc.
- Run a small test batch (5 members)
- After check the order to confirm that everything looks correct.
- Run your full batches