01
Membership tiers
Name the levels the way the estate already talks about them. Champions, Reserve, staff. The tier sits on the member and follows them to the till and the product page. Trade is a channel of its own.
Wine club
The allocation, the tier, and the bottles held for it.
Membership is a shipment with a name on it. The tier sets the price. The allocation sets what leaves the cellar. Stock reserved for the club is not for sale at the door or on the site.
Loyalty as a cellar keeps it: a tier, a member price, and bottles held for the person.
Autumn allocation
Mara Chen
Champions · 6 bottles
- Pinot Noir 2022Held in the cellar2Reserved
- Chardonnay 2023Held in the cellar2Reserved
- Riesling 2024Held in the cellar2Reserved
Member price$192
The tier, the case, and the hold.
- The tier
- Member, Reserve, Champions. The tier is how the estate says who this person is, and which price they pay.
- The allocation
- Six bottles. Pinot, Chardonnay, Riesling. A ship date. A status. The subscription a winery actually runs.
- The hold
- Those six are reserved in the cellar. The shop and the till sell what remains.
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02
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Wine club
Membership, priced and supplied.
02
The allocation is the subscription
A case, a rhythm, a next shipment. Record what this member receives and when it leaves. That is the recurring relationship, kept on the person, not in a separate billing product.
03
Stock reserved for the club
Hold the bottles aside for the allocation or the order. Reserved stock stays out of the available count, so the library is not sold twice before the shipment is packed.
04
Member prices everywhere
A price list carries the club price. The till applies it. The shop shows it. The allocation is priced from the same place, so a Saturday pour and an April case agree.
05
Signed up at the counter
Add a member with a name, an email, a tier, and an allocation. They are already a customer. The next tasting, the next case, and the next visit stay on that record.
06
Groups for the people who are not the public
Club and staff are groups on the member. Use them for who sees a member price and who is invited to the library. Trade accounts keep their own price and their own terms.
01Loyalty
The reward is the relationship, priced correctly.
A winery does not need a punch card. The people who come back have a tier, a price, and a shipment. Offer the library to Champions. Let staff buy at the price you set. Trade is supplied on its own terms. The history of visits and orders is what tells you who they are.
- Tiers on the member, visible at the door.
- Price lists for member prices and sales.
- Groups for club and staff. Trade keeps its own price and terms.
Member prices
ChampionsCedar Ridge price list
The till and the shop read this list. The allocation does too.
- Pinot Noir 2022$32
- Chardonnay 2023$28
- Riesling 2024$30
- Shelf priceUnchanged
02The shipment
Six bottles, held, then sent.
The autumn allocation is a set of real bottles with a date. Reserve them against the cellar so the weekend does not sell through the club. When it ships, it is an order on the member, in the same book as everything else they buy.
- Allocation and status on the member.
- Reservations so the case is still there on ship day.
- The shipment is an order, on the same customer.
Orders
LiveThis week
Every channel
- #1842Mara ChenCellar door · Paid · Fulfilled$60
- #1838James HoltShop · Paid · To pack$228
- #1831Mara ChenClub · Paid · 18 Apr$192
- #1822The RidgeTrade · On account · Open$528
Allocation week
Hold the wine, then let it leave.
April is the autumn shipment. The club is a list of people, cases, and bottles that must still be in the cellar on the day.
- MondayThe list is the membersChampions on six bottles. Reserve on three. Each row has a tier, an allocation, and a status.
- TuesdayThe cellar is heldPinot for the club is reserved. The shop shows what is still available. The till does the same.
- ThursdayA member joins at the doorA guest asks to join after the flight. Name, email, Champions, six bottles. They are on the list before they reach the car.
- 18 AprThe cases leaveEach shipment is an order on that member. Payment, fulfilment, and the profile all show it.
On the same estate.
Wine club is one channel. The customer, the catalogue, and the stock are shared.
CommerceCellar Door POSThe member, the club price, and the bottles at this door.Open Cellar Door POSCommerceTrade & wholesaleThe price and the payment terms for each account you supply.Open Trade & wholesaleCommerceInventoryOne count. Reserved bottles stay reserved.Open Inventory
The platform/Ecommerce/Customers/Tastings/Restaurant/Events/Orders
Estate One