Advanced Shipping - Customer Pricing Groups - Recurring Orders - Product Variations

00:01 Okay, good morning, everyone. We're gonna get into it now. Welcome to our first Ask Us Anything session. Today I've received a few questions. 00:12 So we're gonna go through as many of them as we can. So just forgive me. To start with I've turned everyone's microphones off just because, you know, otherwise things can get a little bit unruly. 00:23 If you've got a question, feel free to hit us up in the chat which is down in the bottom right. 00:30 Also if you've got a separate question that you'd like me to answer if we've got time at the end, you can use the Q&A buttons which are the little triangle square and circle down in the bottom right hand corner. 00:43 Okay, today we're going to cover off the following topics. So we're looking to cover off advanced shipping. We've had a few questions about that. 00:52 Advanced pricing which kind of ties in with advanced shipping to some extent recurring orders and specifically how to manage some of the stock or staying on top of stock for recurring orders. 01:05 Over the over last week we had a few people doing their Black Friday specials obviously and so just for that I'm going to cover off a quick demonstration of variations. 01:17 Someone asked about save search which is going to be very quick and then we'll see if we've got time for anything else. 01:23 Okay so to start things off we're going to talk about advanced shipping. So the standard shipping component that everyone gets by default is pretty straightforward and it looks like this. 01:35 Now bear in mind we are talking about Australian clients here. So basically you can set up your shipping rates and say it's, you know, my shipping is either free or it's a flat rate or it's a flat rate per box or a flat rate per order. 01:52 Nationally or you can break it down by state and say, ah, you know, so for every box of six I want to charge this to ACT, this for New South Wales, this for Northern Territory or I want to charge a flat rate per order of $20, $20, $20. 02:09 If you're based in Tasmania, you might say $10, for example. So pretty simple rules. Now we do have clients who have more advanced requirements from, ah, from their shipping rules. 02:21 So that's what we're going to go through. So we call it advanced. And shipping, because it can get quite advanced and it can get a little bit tricky. 02:31 Sometimes people ask us to set this up for them. Ah, but basically this is a bit of a demo of how it looks. 02:39 It covers four components. First of all, shipping zones. Order content rules, customer pricing groups, shipping carrier options, and then based on these four, then you've got your shipping rates that you can set. 02:52 So let's first of all look at shipping zones. So, shipping zone is obvious. It's actually a zone to which you ship and you can add a country, first of all, and then you can create zones within that country. 03:07 So let's say, for example, I've got a zone called the USA then I want to add a region to that and I might call that, you know, California and then I'm going to say the region called California is the state of California, right? 03:28 Now you can actually create a zone. A zone called west coast and east coast. And you can say east coast contains these states and west coast contains these states. 03:40 Or you might say a zone is metro versus regional. So you might say here I've got a zone called called metro and metro. 03:59 You add your criteria and say a metro is anything within New South Wales, whoops, within this range of postcodes or this list of postcodes, right? 04:12 So you say, these are my metro rates, these are my these are my regional locations. Another example, this, now this is actually a live example of a client of ours I won't say who, but they've set up, set up their zones for dry zones versus non-dry zones in Australia. 04:32 So obviously, they don't want to ship to, through the dry zones in Northern Territory and the other states, so they actually list out, these are all the dry zones in the country, and then non-dry zones are everything else. 04:49 Okay? So that's an example. So, pretty straightforward, you can get into, as you can see, you can go high level between East and West, you can go lower down, base by state then you can drill down further by postcode. 05:08 Right, so that is setting up the shipping zones. So then if we go back into the next one, order contents rule. 05:15 So an order contents rule is where you can define shipping rates based on what is in the order. So, for example, you can say, as you can see here, if an order contains more than one product but of these, of these wines, okay? 05:39 Or more than six products, also more than $80, more than 12 products, and more than $120. So these are just the rules. 05:47 We're not setting the, we're not setting the rates yet. We'll do that later. So, for example, I can say I've got a rule called you know, premium, premium wines. 05:58 I'm going to apply it to specific products, and I can say these are my premium wines, and if the box quantity is minimum six, max is unlimited, and the minimum order value is 1000, max order is unlimited. 06:20 So that is an order contents rule. This is also where you can set different rates for different products. So for example, if you've got non-wine products, you can actually, you can charge for them. 06:32 You know, if you've got a poster or an umbrella and you want to charge a specific rate for them, you can say, if this product is in the order, I want to charge this for shipping. 06:43 Also another example of how you might set this up is, let's say you've got a rate for six bottles of wine, which is 15 bucks per order. 06:57 What do you do if the order is six bottles of spark? Obviously the bottles are heavier you might want to charge a different rate for that, so that's where you can say, well, if the order contains more than one of these products, this is what I want this is what I want to happen. 07:14 So that is your order. Then you've got the contents rules. Then you've got your customer pricing groups. Now customer pricing groups are used in our shipping in our shipping features, but they can actually be used for some other things as well. 07:29 So I'll just jump into, in case you haven't seen it. I will jump into the customer pricing groups section. So customer pricing group is where you can set different prices based on who the customer is. 07:42 So for example, you can see here we've got a group called Locals we've got a group called Locals and group called Loyalists and you can say a Local is anyone that I tag as a Local or, you know, anyone who's subscribed to the main list. 08:04 It is a Local. So you can actually drill down quite a bit here. So let's say you've got a group, again, I'm just making this up but you say I've got a group called Best Fans. 08:18 So my best fans are people who are on my mailing list. They're also a member of they're also a member of this club or this club. 08:36 And they're all also tagged, you know, big spender, right? So they're my, they're my most loyal customers, right? So that's a customer pricing group. 08:47 Now you can set different prices for the bottles based on these rules. So India. So in the finance pricing section, when you're setting up a bottle, you can say, rather than just saying, the standard price is $100 a bottle, you can say, well, the standard price is $100 a bottle. 09:03 But if you're a local, it's $95 a bottle. And if you're a best fan, then it's $90 a bottle. So that's how, one of the ways that you can use customer pricing groups for the pricing of your products. 09:18 But let's go back to the shipping. So now you've got customer pricing groups and you can say, alright, well, if the customer is in this pricing group, I want to apply a different shipping rate. 09:29 And then shipping carrier options. This is more for more for the U.S. But Australians can use it as well. Obviously we've got multiple carriers. 09:37 We've got Fastaway and Australia Post. So you can say, you can set it up. Set up Australia Post as a shipping carrier. 09:45 You can set up Fastaway as a shipping carrier. And then you, and then we set up, uh, then we set up the rates. Right? So basically we do four things first, or, or whatever components of these that you want to do before you start. 09:57 Set your rates. So again, just in recap, set up your shipping zone, set up your order contents rules if you have any, set up customer pricing groups if you have any, and then set up shipping carrier options if you want to. 10:10 One thing I'll just highlight too about shipping carrier zones is that you might have seen here, I've actually got I've got countries here, I've got Singapore and the US, which means that if you're an Australian winery and you want to sell D2C into the US or you want to receive orders from US customers 10:31 , you can actually set up US shipping rates. Oh, sorry, you can set up rates to say, all right, well, it's this much shipping if the product is going to Sydney 2000 New South Wales, but it's going to cost this much if it's going to the USA, or it's going to cost a different amount if it's going to Texas 10:53 in USA, and so on. So this is how you can create international wine clubs is with these international shipping rules. 11:03 Okay, so now that we've set up those four things, now we're going to be looking at the rates. Now this is where it starts to get a little bit convoluted, but it's straightforward once you get the hang of it. 11:16 So basically you can see we've got, we've got these rules here, okay? So, and it works from, what the system does is it starts at the top and then works its way through these rules to say, okay, well first apply this, if that doesn't apply, then apply this, if that doesn't apply, then apply this. 11:33 And you work your way down. So, let's say I want to add a rate and I can say, if the region is East Coast, and we've already defined what East Coast is and the order is for less than 6 bottles of limited release products, and the customer is a local, and now this, you won't have to select this if you 11:57 don't have this set up, but let's say, and the carrier is Australia Post, for every order or for every box of 6, oops, 6, ah, sorry, I'll go back to, for every order, I wanna charge $15 for other products I want to. 12:22 I wanna charge $0 for gift cards, I wanna charge $0. And I might wanna raise this up the priorities a little bit, right? 12:30 So I can, I can raise it here or I can just hit done and then I can change that and move it up the scale. 12:37 Right? So let's do another one. So at a rate, so if an order is in New South Wales and and the order is more than 6 but less than 80 and they are my loyalists, again with a Australia Post and this is what I want to do. 12:57 And this is where you can say, well, per weight, if the, if the system calculates the weight to be this many kilograms or this many ounces or whatever, you can apply a different rate. 13:08 If it's if you can do it by boxing as well. So say for a box of 12 for a box of six, this is what I want the price to be. 13:17 You'll also see up here that there is a shipping restriction. So using that dry zone example again you can say if the order is in now. 13:27 If we had a region here called dry zone, you can say if the order is for a customer located within dry zone, do not ship, right? 13:41 And that's how you can cut. Off shipping from particular regions. Some customers say, for example, on the east coast, they don't want to, it's too prohibitive, too expensive to ship to the west coast of Northern Territory. 13:55 So they just say Western Australia, Northern Territory, don't. Don't ship to those regions. So that is a bit of an overview of advanced shipping. 14:05 Again we can help you set this up 8 times out of 10, 9 times out of 10. We want to help people set it up anyway because it, it, it can get a little bit complicated. 14:15 I'll give you a couple more examples of this in the real world. So this is another client where, you know, they've got some pretty straightforward order contents rules. 14:25 So if the, if the order is 1 to 11 bottles, right, and if the order is more than 12 bottles, apply a different rule. 14:35 This is, actually here's that example of someone using the dry zone. So if the region is dry zone, do not ship. 14:44 If the region is not dry zone, and the order is 1 to 11 bottles. or well they've said they're a bit different, and they're a club member, and it's Australia Post. 14:57 These are the rates I want to apply. But if, you know, if this then that, right? Again, you can actually make this quite complicated or as complicated as you want. 15:07 So for an example of that this is another one of our clients where they've set up pretty straightforward shipping zones but then they've got all these order content rules, right? 15:19 And so we've got all these order content rules, then they've got these customer pricing groups and then we've got 34 different rates that apply depending on where the order is going, what is in the order, and who the order is going. now this client actually used to have a staff member, we said to them 15:41 , how did you used to do this, and they actually had a staff member just working all this out with Excel spreadsheets before we had this capability, and now basically, you can automate the whole thing. you can automate the whole procedure. 15:56 So very powerful what I like most about it is the ability for you to create international wine clubs and, and take international orders. 16:08 So it, it's certainly got that power to extend the reach of your D2C. That's what I like about it. But obviously two times are getting tight. 16:16 People want to people want to get more accurate shipping charges applied to the orders that customers are placing. This is a way that you can place more rules around what customers are charged for their shipping rates. 16:32 Now, since I covered off customer pricing groups, customer pricing groups, as I said, is part of our advanced pricing feature. 16:40 And I'll just show you a little bit of that for the sake of it, just in case you haven't seen it. 16:46 So we do have a lot of customers using this already. Now, when I say advanced shipping and advanced pricing, these are actually on our advanced plan. 16:55 So these aren't in the basic POS plus and clubs plan. So you do need to be on the advanced plan to access these features. 17:03 Now you can see here, so this is where I've got my bottle of wine. And I can say that bottle is $100 per bottle. 17:12 Cost is 10. That'd be a nice day, wouldn't it? And then you can say, well, so one bottle is a hundred dollars each. 17:23 Then you can say, well, six bottles. Of this product is going to be 570. Then you can say 12 bottles of this product are 1100. 17:43 And then you can keep going and you can say or, but 12 bottles each in any 12 is going to be $85. 17:53 Right. Keep going. Six bottles each in any six is going to be $90. And so on. But now I've got this customer pricing group called Locals. 18:05 So I want to say, well, if the standard price is $100 each for the ordinary punter, but I want my Locals pricing to get different rates. 18:13 So I can say, well, my Locals get for one bottle, they get $90 each. And then for six, that's going to be $500 for six of this product. 18:29 Now, we do have some Some people are using the advanced pricing rules for their YMCA. Club pricing. So as you know, a wine club is the standard wine club is, you know, a fixed percentage off the standard price of products. 18:44 So you can say, all right, well, by being a club member, you get 20% off. All products, right? Blanket rule. 18:52 But then we've got some clients who go, well, I'm happy for you to get 20% off product A, B and C, but for product D, I only want you to get 10% off. 19:02 And for product E, I only want you to get 5% off. And sometimes even for product F, I don't want you to get any discount, right? 19:10 So that's, you can facilitate all of that with advanced pricing rules. And not to, not to bombard you but we do also have regional pricing that you can set up. 19:22 As well, so regional pricing, again, is more for well, it was more intended for those international for international shipping. But this is where you can say, if a customer is in the USA and the audience order is going to California, I want the price of this bottle to be X instead of Y. 19:46 So, let's say you've got a bottle of wine that is, in Australia, it's $100 per bottle, but if it's going to an American store, it's going to be $100 per bottle. American based in California. 19:57 What I might do, I might actually charge zero for shipping and bundle up the entire price of shipping and all of that into the price of the product. 20:07 So, standard price for an Australian in Australia is $100 per bottle. But if the customer is in California, it's going to be $150 a bottle. 20:17 And if the customer is in New York, it's going to be $170 a bottle. So those are some of the advanced. 20:26 Shipping and pricing rules that you can apply to not just your shipping rates, but also the product pricing in here. 20:35 Now, as I say the shipping piece, we know it's complicated. You know, advanced features add more complexity. We can help you set it up. 20:45 We can hold your hand, set it up. Depending on how much there is to it, we may or may not charge a fee, but basically this is something that we can set it up once and just leave it forever, right? 20:58 Because then it just works from then on. Okay, next up, I wanted to go through recurring orders. Now we've got a lot of people using recurring order club functionality now and some things people wanted some clarification on. 21:19 So as you know or in case you're watching and you don't know, a recurring order is our third style of wine club. 21:27 So the first style is the traditional one maker selection which we call a get what you're given. So basically join my club, I will send you a box of wine that I select. 21:41 The next style is the more sort of choose your own adventure but we call it a tell us what you want. Each time club, so basically I will send you a box. 21:52 I'll give you a selection form that you can choose from each time. So I'll send you an email that says hey it's time for you to make your selection. 21:59 You make your selection and I will send you whatever you select. That can revert into a get what you're given so you can say if you don't make your selection by a given date, this is what I'm going to send you. 22:09 The third style is a recurring order. So that is where a customer says I want to join, please just send me this box every six months, don't, don't call me, don't ask me I know what I want up front, right? 22:25 So basically if they want to save their selection and keep that selection going indefinitely or until they cancel that's what recurring order clubs are for. 22:34 So also, you can have a recurring order club on a rotation where the schedule is on the anniversary of their signup date, or you can say or you can set up to a schedule and say, you know, so, if, if a customer says, I wanna join your club and I want three times a year, it can be today, plus four months 23:00 , plus four months, plus four months, or I can say, I wanna join your club three times a year and I would like the, the Jan, June, September schedule, or I want the July, October, December schedule. 23:18 So, if you don't know that, hit us up and we can take you through it. Now, but what I wanted to do is show some of the stock keeping requirements for recurring order clubs. 23:30 So basically, the beauty about recurring order clubs is that you don't have to do anything except stay on top of the stock, and this is where some people can get a little bit confused. 23:39 So first of all, let's say you've got this little number up here. So this little number up here is what we call a stock warning. 23:49 So basically, there are customers with recurring orders coming up that have got Bye. That have got products in their upcoming orders that's low on stock. 24:02 So we give you a heads up to say, Hey, something's about to run out of stock and there are customers with with stock warnings in their, in their selection. 24:12 And so this is where you can say, ah, now this is where we've got the warnings here as well. Hopefully I've got a demo. 24:19 Yeah, there you go. So we've got a couple of demos there. So orders have failed because the stock wasn't there. 24:26 Or this one here. You can see the warnings coming up because they've got something in their order that is about to run out. 24:34 So the way that we can manage this is using the replace bottles button here. And so when I open that up, this is where it says, all right, well, here are the products you've got. 24:44 Selected by this many club members. These are what the system thinks you require over the next 12 months. This is what you've got in stock. 24:52 And so basically if I scroll down, this is where I can see these are the three. These are the three products that I've got. 25:01 That I've got stock warnings on. So now all of these are actually down to zero, but it will give you a heads up. 25:09 Before zero. So you can say, okay, well, my reasoning 2018 one customer selected it. Looks like they've got it. In two in two two bottles per box. 25:22 And so this is where I can say, all right, well, I've run out of the reasoning 2018. So I want to replace it with the reasoning 2019. 25:32 Right. So I can swap that out and say, right. So that customer is now going to get, in this case, he's going to get the rock block 2017 instead of the reasoning 2018. 25:43 You can actually select members. One by one and say, all right, well, for this member, I want to replace this with that. 25:56 And for everyone else, I want to replace it with something else. So let's say, for example, you've got club members who are who you've tagged as a VIP. 26:03 So you might have a tag. Called VIP or big spender. Now, I don't know if I've got one here. No. 26:10 So I don't have any in this example, but let's say you've got someone who's a recurring order club member and you've tagged them as a VIP. 26:19 You can say, I want my VIP. I want to swap my VIPs. I want them to get the, ah, to get the museum. 26:27 I want to swap it out with a museum. For my non VIPs, I want to swap them out with just the standard, right? 26:35 So this one here. So we can see, I won't talk about these ones because basically that's saying an order failed because there was insufficient stock. 26:47 But let's say this one here we've got this guy, his name is test recurring, of course. and basically I can say, alright, I want to select this guy and I can either so I can go into here and see it's the, it's the follower bottle 2012 that's about to run out of stock. 27:09 Stock management into my stock section over here and I can add more of that product and that warning will go away or I can replace that product with something else that's in stock which of course I picked the wrong example so I can replace that with something that is in stock and then I'll hit ah, and 27:34 there you go, and he's and he's disappeared from the list, right? So that's really the only thing you've got to do is with recurring order clubs is stay on top of the stock. 27:47 Again, you can add stock in the stock management system and say, no, actually you're wrong. I've got plenty of this or I've just got a new batch of stocks. 27:56 I'm going to add that to the system and that will remove all the warnings. Or I can replace the bottles. 28:03 So these guys, they've selected the 2019 Shiraz. I don't have any of that anymore. I need to replace it with the 2021 Shiraz. 28:11 So pretty simple. Again, if you need help with any of this. Please don't hesitate to get us up. Okay. Next up, I wanted to cover off product variations. 28:23 So last week we had the Black Friday sales. Lots of people were doing all sorts of different offers. And quite a few people were doing, if you get a box of this, you've got the option of also getting a box of this for free. 28:40 Or if you get a box of this, you've got the option of upgrading it to a box of that, which will cost X dollars more. 28:48 So that's one way that you can use variations. But I'll keep it simple. So, we will go into let's just do something like gift cards. 29:02 And I'll show you a live example of this. So if we just jump on to Pulley, this is a very, very simple example of how you can use variations. 29:14 So we've got a we've got a product down here. It's a gift card. It's a $50 gift card, but I've got more than $50. 29:25 I've also got a $100 gift card, a $150 gift card, a $200 gift card, and so on. But you don't want to have to list them all out, right? 29:33 You don't want to have five squares from, five different gift cards. You want one square for gift card, but then you want to put the variations of that gift card inside. 29:41 So basically we've got a parent product here, right? Which is the $50 gift card. And then we've got four variations below it, which is the $100 gift card. 29:52 $150 gift card, the $200 gift card and so on. So I said the word their parent because basically we've got a parent product and then these are all child products. 30:02 So let me show you what I'm talking about here. So let's say I add a let's say I add a, add a actually gift cards might not have been the best way to demonstrate this. 30:19 But we'll give it a well. So we've got a $50 gift card. $50 gift card, blah, blah, blah. Yep. $50 valid for 36 months. 30:34 T's and C's, you're putting your T's and C's. Right. Then you say, it's for sale. It is $50. E-commerce. It's available to everyone. 30:51 Obviously I'm not going to allow club discount. Now. So this is where I'm saying this is a $50 gift card. 31:01 You don't have to type this bit, but but sometimes it makes sense to. So I can go save and I'm going to add another gift card while I'm at it. 31:13 Cool. So now I've got a hundred dollar gift card and this is a hundred dollars yeah, it's down. Standard credit, hundred dollars, 36 months. 31:34 Law. Is it for sale? Yes, it's a hundred dollars. It's available to everyone. And this is for sale. It's called $100 gift card. 31:50 And I'll add one more for the sake of it. And now we've got a too. $200 gift card. Call it $200 bucks. 32:07 And then we go into say standard credit. $200. 36 months. $200 bucks. Okay. And then $200 gift card. So that'll do there. 32:34 So now, in my list here, this is where I've got my I've got my $50 gift card, my $100 gift card, and my I actually made that one a club credit. 32:46 But these are the three I just created. Now you can see here, that these are all product type, they're all gift card products. 32:53 Now what I want to do is, I want to go into my $50 product and we're going to use that as the parent, because that's going to be the first option that we've got. 33:01 So, my $50 gift card, which for the sake of, I'll just clean that up, gift card and then we're going to make that standard credit. 33:12 Should have done that before. Okay, so now I want to add a product variation, right? So basically I want to tie the $100 and the $200 gift cards. 33:20 Below this, make them child products. So I'm going to type in $100, $100 gift card and there's the one I just created and I'm going to call it, you know, you can just call it $100 gift card, right? 33:37 And you can use the stock from the parent if you want or not. So if I've added stock of that product, I want to I want to use that. 33:46 And then, so I hit save on that and then I also want to add the $200. Gift card. Copy that. 34:01 Save. Alright. And then hit save. So now, you'll see the these, the $100 gift card and the $200 gift card, they are now a variation product because now they are a child product of a parent. 34:19 So the $50 gift card we've made the parent and the $100 gift card we've made. The $100 and the $200 gift card we've made the child products. 34:29 And again, that's a very, very simple example of how you can tie things together. Now let's say you're doing something a little bit more complicated and you can do this with bottles, you can do it with mixes, so you know if you've got a 750 ml bottle that you want to, you've got a variation and that 34:46 variation is called a magnum. You can go, alright well do you want the do you want the, do you want the 750 ml bottle, do you want the magnum? 34:57 Or do you want the Methuselah? And so that's how you can tie variations of the same product together. If you're doing a, as I said, like with a Black Friday promotion, if you're doing a mix of you know, if you say, if you get a mix of this product, if you get this mix, you've got the option of getting 35:25 a free or a discounted bolt-on, if you will. So I don't think any of the ones that we did over the weekend will be live anymore, but basically you would set up the mix, the baseline mix as the parent product, then you'd create another mix, which is this product, so six bottles plus another six. 35:46 And so that would be a mix of 12, and then you'd call that something else, and so then you would tie that new 12 that new 12 bottle mix to the parent, and then that way the parent will be the listing in the ecommerce store, but then the child will become a variation that you can add that you can add 36:07 to that parent. Again, if you've got any questions with this feel free to hit me up because again, you know, the first time you do it, it can be a little bit confusing, but we'll see you next time. Bye. But once you get into it, it's actually straightforward, pretty straightforward. 36:23 Yeah, someone did just put up a question, which I'll just answer really quickly. They were asking, how come my screen has these little subs? 36:34 Options here or sub menu items here. So basically, these are just saved searches. And everyone can do this. Basically, if you said you know, I want to see orders for today. 36:52 If you just wanted to, if you just wanted to be able to log in and see all your orders for today that are outstanding or actually even just all orders for today. 37:00 I can just say, right, I've got this today search. This is a dynamic search. I want to save. And I want to call this today. 37:10 If I really want, I can then get an emoji and, and, you know, do smiley, smiley face today or copy paste from your favorite emoji app and then it's safe. 37:22 And so now. When I come back in, that's, that's my save search. I just added a little bit of flair to these ones to make it a little bit prettier. 37:31 So that's really simply how you do how you do save search. So that's the ball. The book of the stuff I wanted to show. 37:42 Now something else I thought I would try to cover, we've got a little bit of time left so something else I wanted to cover was reporting and pivot tables. 37:55 So as you know with one has got a lot of reporting capabilities out of the box using, in particular using the detailed summary report. 38:11 So, you know, I can say, I want to see orders for this month and then I want to get the I want to get a detailed summary of, of that 11,000 bucks. 38:22 What channel was it coming in via or what's what staff member is selling the most product or indeed what product is the most sold out of that $11,000. 38:33 So this is where the, the detailed summary will go. Alright, well here's the breakdown of that 11,631, broken down by staff member, broken down by channel and it breaks it down 10 or 12 different ways. 38:49 You could even break it down to say, alright, well if you've got a customer tag, big spender, it'll say, alright, well your big spender's sales are up, your local's sales are down. 39:00 So it's got that logic all built in and also with year on year comparisons. So if you wanted to see if it's the start of start of November or in the lead up to Christmas, you can see, oh, my big spender's have been. 39:15 Down a little bit, I might go into the customer screen, find my big spenders using the filters and then do a campaign to get them spending in. 39:23 And then obviously you can report and say, oh, okay, well big spender sales went up. So that's the reporting out of the box. 39:29 And obviously too, we've got a little bit of BI in here. As well, sorry, BI being business intelligence. So you can just use filters and all the totals will update automatically. 39:40 But sometimes there are things that we can't do out of the box. And certainly a lot of people will ask for a report that, you know, they want something very, very specific. 39:50 And this is where, you know, most of the time we point people towards the CSV exports because obviously you can do more in a CSV than out of the, out of the basic UI. 40:04 Basically, I'll just give you a very quick example of some of the stuff that you can do with the CSV and if this is going beyond a few people or it goes over your head in the first example, that's okay, I can, I can go through this. 40:20 With you later, obviously, this has nothing to do with with wine, but I think it's a good thing for people to know. 40:25 Just some some core Excel knowledge. So we've got our CSV export. Now this is a small one. And this is just going to be a very simple example. 40:35 Actually, I'm not going to use that one. I'm going to go into, I'm going to get a more detailed one. 40:39 So I'm going to do a CSV that includes the order items because I want to see which of my products are selling the most within a given time. 40:52 Period. Now obviously that is in the detailed summary report, but I just want to show you a different way that you can get it. 40:59 So we've got our CSV export here. This is our item description. Here. And so what I can do is select the entire sheet. 41:14 So on a Mac you go, you put your cursor in the top, top left corner there and you go shift command down and then keep holding shift command and then go right and that's how you select the whole sheet. 41:31 On a Windows computer I think it's, I think it's control. Forgive me if I'm wrong. But basically we've selected all the data in that CSV and then we can go into data, summarize with pivot table. 41:49 And then, so this is the table range that we're doing and then I want to just, I want to chuck it in a new, in a new worksheet. 41:57 So now, this is where we can get all those column headings and play with the data. So let's, we've already got the date and I didn't want to do a report based on date but I wanted to break this down to say, I've got a, I've got my item description, so I want a row, for every item description I want a 42:20 row, and then, I've got my item total price gross. Before discounts, and then I've got my item total price net. 42:37 After discounts, right? And then, I can even go into I can go into discounts, and I want to chuck that in the middle. 42:57 So I can see the gross minus the discount, whoops, the gross minus the discount. The gross minus the discount equals the net. 43:04 Right? And so that's how you can get, quickly extract some data out for, you know, for example, a product summary. 43:14 Now, let me show you what else you can do. I'll just keep it easy. I'll take the gross out and I'll take the discounts out. 43:23 So we'll just stick with the net. Now, what if I wanted to do a breakdown of if I did a breakdown of where's this money coming in? 43:33 So I actually, I want to see the breakdown of what, what was selling where, right? How much, how much of what product was I selling where? 43:40 And so that's where you can say, well, I want the channel to be a column. So now you get a total for via club runs, via e-commerce, via pause. 43:50 And then your total. You can put the channel in a filter, right? So you've got your total summary here, but then you can drill down and go, well, what are the totals via pause? 44:02 What are the totals via e-commerce? What are the totals via club runs, right? So, that's a very, very short demo of a pivot table, but they're actually very, very simple to use. 44:14 The main thing to remember is that you are selecting the entire you're selecting the entire sheet and then putting that into a pivot table. 44:27 Now, we've had a couple of people ask, for example, I want to see how much how much, how many e-commerce orders or what, what the value of e-commerce orders are placed by club members, but not to do with my club run. 44:46 So, in that case, I'd go into my order screen, because we don't have a filter here for, you know, bro, show me order for show me orders for club members. 44:58 We do have an order for show me, show me club orders, but we don't have a filter on this screen for show me orders placed by club members. 45:08 So what you can do here is you can say, alright, well. Show me orders for for this year. And I wanted, but I specifically wanted to see orders placed by club members that are not club run orders. 45:24 So this is where I can say e-commerce orders. So I want to see breakdown. So basically I get one report of all my e-commerce orders. 45:38 Then, so I download that file. Then I go into my club members. And I do an export of my club members list. 45:46 Right? So let's, we can actually do this. So orders, so we'll download that. And then I'll go into my club members. 46:01 And I'll download that. Okay, so now I'll open up these two files. I'll close this one. This was my old one. 46:13 Okay. So this is my orders, CSV, and then I've got my club members, CSV, which is on another screen over here. 46:24 Now what I'm going to do is on, just make sure I've got two Excel tables open, I can shut that down. 46:35 Make sure I can shut that down too. Okay, so I've got my orders, CSV, and my club members, CSV. Now, what we've got here is we don't need that column. 46:54 So what I'm going to do is we want to find, we want to add a column here. We want to call this is- and what we're going to do is get that other CSV and we're actually just going to, so this is the list of my club members, right? 47:21 I'm going to, I'll put this, just to keep it easy again, I'll put this in the main spreadsheet and I'm going to call this data, I'm going to call this, this range, I'm going to call it data. 47:34 So, now I'll, I've got my email in the first column and then I've got my club name in column C. 47:43 So, I'll go into my orders and do, now, what we're going to do here is do a V lookup. So, what I want to do is I want to look up this value. 47:53 In this table and tell me what club what club they're a member of or just that they are a club member because remembering, you know, we just wanted to see e-commerce orders placed on the table. Five club members. 48:09 So what we're going to do is go equals the lookup. And so what first we start with the lookup value. 48:17 So we want to look up this value in our table called data. We want to retrieve the value from column number three because over here, column one, column two, column three. 48:42 And then finally, we want an exact match. So we're gonna say false. Okay. So now we can see that this order, this e-commerce order, was placed by a member of the heifer herd membership. 49:01 Drag that down. Right. So all your NAs are people who are not club members. Now I can grab that, filter, and say, I don't- I want to see the- I want to ignore the NAs. 49:17 Right. And then that's where you can see the dollar value of your, of your club members. So again, if we wanted to say, alright well, let's keep the NAs in. 49:28 So now let's get this and do a pivot table now. So again, top left, select all, then we go data, summarize with a pivot table. 49:42 Okay. And so now- Now we can say we've got what did I call it? Club. Club name. No, I call it member. 50:04 Is member. So I make that the row. Right. Then I get my net and there you go. So you can see out of my total e-commerce orders for, I think this was for the year. 50:22 Here's the breakdown of of the people placing those orders. Remembering these aren't club run orders. These are e-commerce orders placed. 50:33 By club members. So as I said, we've got a lot of reporting but we'll never have everything that people want. 50:41 But this is one of the ways that you can extract the data out using pivot tables. Now something else that we are, I've said to a few people, are working on a project using Power BI that will let you do all of this a lot simpler. 50:54 But in the meantime, CSV exports with pivot tables and and V lookups is a great way to run pretty much any type of report that you want. 51:09 So look, that's coming up on the hour and I know that's not a lot of time left for questions but if anyone's got any questions, feel free to hit me up. 51:18 Otherwise we'll shut it down and we'll do a it again next week. Cool, cool. There we go, we've got a question. 51:41 And Carlos mate, if you, can you use the chat function? Because it's just everyone's microphone switched off by default. Would you mind just putting in, putting your question in a chat? 51:54 Sorry mate. Yeah, cause I can't unmute you. All good. Okay, cool. Oh, awesome mate. We'll look. As I said, this, this is the first that we often, you know, we do these, we do these one, well, as you know, we've done these one-on-one and so often after doing these one-on-one, we often think, oh God, we 52:22 probably should have recorded that and let everyone else see it. Yeah, looking forward to doing more of them because you know, we just want more people getting more value out of the platform and people don't know what they don't know and we want to do something about that. 52:36 So thank you for popping along. Cool, cool. All right. Well, I'll wrap it up and I will get this. I'll put it up so other people can watch it and I'll see you next week. 52:48 Cheers.