If you are using Open / Held orders to manage club pick ups on Revel, PLEASE carefully follow these instructions. If you do not follow this process, you will be able to track which members have picked up their wine.
When the member comes in, click on Orders, then Held Orders
Enter the customer name in the top right Search field
Open the customer's order. It will start with a V for Vines OS.
If it was successfully charged, the balance will be zero.
IMPORTANT: press Pay and then Done. This closes the order so it is no longer a held/open order, and will update it on Vines OS as picked up.
If the credit card failed, it will show a balance is due. In this case, it has not been charged. Even if the member says that they have logged in online and updated the credit card – that will only be used for the next club shipment. (On failed orders, if this option is configured, your members will have received an email that you were trying to process their order, and to login. This will be used for the next shipment processing, but not for this one.) This club shipment has not been paid for even if they updated their credit card online.
You must receive payment for this the same way you would for any order. After the next sync cycle, it will update it to Vines OS as picked up and paid.
IMPORTANT: Do not reprocess a failed credit card on Vines OS if you are pushing orders to Revel as Held orders, this way. After the failed order has been sent to Revel, it can not be updated if the card was charged on Vines OS. Alternatively, if you prefer, Vines OS can restrict orders that are invalid and not send them to the POS. Send in a ticket if you want that turned off, so invalid/failed orders to not get sent to Revel.