1.800.819.0325
WineDirect Admin
 
January 9, 2009 | Allocation Management | WineDirect Admin

Allocation Timeline Checklist

Whether you need a refresher or about to process your first Allocation Offering in REthink, listed below is a timeline checklist with items you will need to complete.

Processing Emails:
Timeline: 2 Weeks Before Allocation Processing

  • Email Templates Formatted (Intro 1, Offering Season Opens, Closing Reminder, Thank You / Wishlist)
  • Send Pre-Processing Email (Intro 1)
     

Offering Season Setup:
Timeline: 2 Weeks Before Allocation Season Opens

  • Fulfillment House Notified (If Required)
  • Update product Descriptions, Configure Product SKU’s & Quantity
  • Add Verbiage to Allocation Order Screens using Allocation Content Wizard
  • Activate Shipping carriers / methods, activate state inclusion and verify it matches ship to states
  • Set up Volume Based Compliance Rules (if needed)
  • Setup Discounts (if needed)
  • Configure Auto-Response Emails
  • Setup Offering Season / Customer Tiers
  • Add Customers and Products to Tiers
     

Offering Season Opens:
Timeline: Day of Allocation Season Begins

  • Send Offering Season Open Email
     

Post Allocation Processing 1:
Timeline: 1 Week After Allocation Season Opens

  • Add New Signups to Tiers
  • Send Offering Season Open Email To Newcomers
  • Settle Pending Orders
     

Post Allocation Processing 2:
Timeline: 2 Weeks After Allocation Season Opens

  • Add New Signups to Tiers
  • Send Offering Season Open Email To Newcomers
  • Settle Pending Orders
     

Post Allocation Processing 3:
Timeline: 1 Week Before Offering Season Ends

  • Add New Signups to Tiers
  • Send Offering Season Ending Email
  • Settle Pending Orders
     

Post Allocation Processing 4:
Timeline: End Of Offering Season

  • Send Thank You Email
  • Process Additional Grant Requests
  • Settle Pending Orders
  • Run Final Summary Report

We are currently hosting our next Allocation Training session on Thursday, January 15th at 10am. Send an email to training@inertiabev.com to signup for the class.


To view our 2009 Training Schedule, visit the following location: Client Trainings
 

Comments

Add A Blog Comment
E-Mail me when someone comments on this post
Leave this field blank:

Stay Connected

Sign Up For Our Newsletter

Stay informed of upcoming events and direct sales news.

 

Learn More About WineDirect's End-to-End Solutions

Our full suite of services will help you sell more wine DTC.

Learn More

 
 
 
© Copyright 2017 WineDirect . All Rights Reserved.