03:36 Loyalty and Credit
07:24 Adding Credit to Customer Accounts
10:03 Setting Credit Thresholds
12:06 Using Credit and Tracking Thresholds
14:26 Managing Liabilities
22:57 Redeeming Credit with Gift Cards
27:25 Engaging Customers with Credit
30:07 Using Credit for Minimum Order Total
30:45 Creating Coupon Code Campaigns
32:48 Applying Coupon Codes
36:48 Bulk Stock Transfers
42:37 Stock Takes and Comparisons
45:55 Filtering and Tracking Stock
Introduction
Topics include the loyalty program, auto-applied coupons, and stock management system highlights.
New Features Released
Added charge frequency and bottle quantity columns to the club members screen.
Customization options for adding/removing columns.
Alert feature for stock warnings in recurring orders, including detailed member information.
Integration with Mailchimp: detailed syncing with audience details and settings.
Loyalty and Credit Feature
Designed for wineries to reduce reliance on discounts.
Credit system rewards customers for future purchases rather than immediate discounts.
Compatible with existing wine clubs.
Credit classes define how credit can be spent (e.g., on wine, shipping, club runs).
Loyalty program allows setting thresholds for earning credits, incentivizing higher purchases.
Special campaigns and credit expiration control.
Email notifications for credit balances and expiration.
Auto-Apply Coupons
Automated discounting at the point of sale.
Customizable coupon codes for specific promotions.
Options for minimum purchase requirements and product inclusions.
Control over coupon validity duration and redemption count.
Capability to apply coupons automatically without customer input.
Specific discount rules for different customer groups or individual customers.
Stock Management
Multiple stock locations and pools with transfer and movement tracking.
Stock take feature for inventory auditing.
Customization of stock tracking for mixes (combined products).
Video Transcript
Video Transcript
00:01 Okay, good morning everyone and welcome to another installment of Ask Us Anything. Today we're going to go through a couple of things. 00:11 I've had a few requests by people to go through the loyalty program capabilities that we've got. And credit we're going to do a quick overview of auto applied coupons and we'll also do a couple of little highlights of features of the stock management system that you may not be aware of. 00:31 But before we get into all of that I just wanted to highlight a couple of things that we released last night that's now available to you. 00:38 First of all, if we go into the club members screen and most of this stuff used to do with club members we go into the club members screen, we had some people asking for us to add some more columns so we've now got charge frequency here and bottle quantity so now you can have a quick glance to see you 01:00 can see which members you know what their frequency is and what bottle count they've got. And of course you can filter by that as well but also over here if you're finding that this screen is getting a little bit crowded or not crowded enough you can add and remove columns per your preference. 01:21 So that was released last night and also for those people using a recurring order of Wine Club, we told you via the Replace Bottles modal that hey you've got a stock warning coming up so you know over here you've got three stock warnings coming up which means there are people with recurring orders coming 01:46 up and you've got low stock within those recurring orders so someone has selected something that's about to run out of stock in the next order. 01:53 And you could go into replace bottles and see what those items were and we said here well one clubber one club members selected this one club members selected this so we told you that there were you know that we told you the number of members who had selected a certain product within their recurring 02:11 order but we didn't tell you who the members were so we've actually added a new filter here to say I want to see the members that have a particular product in their upcoming recurring order so for example here if we go replace bottles and we've got this Riesling 2018 we've got one member who's got that 02:30 selected so we can go into here and say I want to see the people with the Riesling 2018 in their upcoming recurring order and this is the member here. 02:40 Now the reason why we did this is so that so that when you replace, before you go and replace them you can actually email those members and say hey just letting you know you've got this product selected in your upcoming recurring order we have swapped it out with this just so that you can give them a 02:57 heads up. Now again just to provide that more personalized service. So that's a couple of upgrades on the stock management side and then there is a whole new rebuild of our integration with Mailchimp which I won't cover in the video. 03:14 We're actually going to do a separate video that goes into more and more detail. Long story short, it does a lot more syncing in the background where it's going into your audience details, it's going into all your settings in Mailchimp. 03:30 We're going to be configuring them from within With Wine, so there's a lot more to it. But as I said, we'll do that in a separate video. 03:36 So starting off today, kicking things off, let's talk about loyalty and credit. So this is actually one of my favorite features of With Wine. 03:46 We built it way back in the day because we had a winery who said, look, we don't have a commitment style wine club. 03:54 We want to have more of a non-commitment loyalty program. And they said, you know, we're thinking something like this. We said, that's pretty cool. 04:04 What about if we made it something like that? And that's what we ended up with. And it's based around credit. 04:11 Now, we're trying to help wineries get off discounting, or we're trying to help wineries reduce their reliance. And it can be a little bit ironic or, or funny how, you know, so many people will say in one breath you've got to stop discounting and in the next breath you've got to grow your wine club, 04:29 which is a discount proposition. And the problem with discounting, as everyone knows, the problem with discounting is that it's a discount proposition. And the problem with discounting is that you're sacrificing revenue today, hoping that it inspires loyalty tomorrow, but if it doesn't, you don't have 04:43 , you don't have your money. You've sacrificed your revenue already and you're not going to get it back. Yeah, the thing with credit is that at what you can do is you can say, I'm going to take 100 cents in the dollar today. 04:55 I'm going to dangle 10 cents or 20 cents back in your face. And if you take it, fair play. But if you don't take it, I've still got my 100 cents in the dollar. 05:04 So you're rewarding the second sale instead of the first sale. And that's what we like about this loyalty program. Something I should highlight too is that you can use our loyalty program in conjunction with your commitment wine clubs. 05:18 So if you don't need to be one or the other, you can actually use these features to compliment your wine club as well. 05:25 So we'll go into a few details around that now. So as I said, first of all, the whole thing is based on credit. 05:33 And we start things off with what we call a credit class. So a credit class is giving you the ability to lock down what you can, or what your customers can spend the credit on. 05:44 So rather than just having one type of credit called standard credit, which is just a cash balance that people can draw down on, you can actually say, well, I'll give you credit. 05:55 But it only works towards the wine component of your order, or it only works towards the shipping component of your order, or it only works towards the club towards your next club run. 06:07 And so this lets you do some pretty interesting stuff and some pretty cool. So to set up a credit class, you just go in here, add credit class, you, you select what you want the you select what you want the credit to be good for and then hit save and then that establishes your credit. 06:28 So, for example, if we've got a credit class for shipping dollars, you can see here we've got shipping dollars and we've got club credit, I'll give you an idea of a, of a campaign we can do. 06:39 So we could go into the customer screen and say, right. Everyone who comes into this, you know, it could be the end of November and origin. 06:50 Well, we're already in December. So let's say we're in December and we can say to send an email out to everyone saying, hey, we'd love to have you into the cellar door in January because January is January. 07:01 We'd love to have you into the cellar door in January and everyone who comes into the cellar door gets a hundred dollars shipping credit, right? 07:10 And to get through a hundred dollars of shipping credit, obviously, they've got to spend a lot of money on wine. 07:15 So that's it for today. That's an idea, or you might say everyone who comes into the cellar door during the month of January gets fifty dollars club credit. 07:22 Guess what? You've got to be a club member to get the benefit of it. And so, what you can do is, at the end of January, or on the first of February, you go into your customer screen and say show me everyone who's been to the cellar door within this date range and then you can say, right, I want to add 07:41 credit to their account. I'm going to add fifty dollars club credit. You can even say when it expires. And then add credit to four hundred and twelve customers and then that credit balance is now there sitting on the, on the, ah, customers checkout screen ready to use. 08:00 So you don't need to do anything else other than that. When the customers log in. To the email address that is, ah, that you've got in your CRM. 08:08 Above the credit card field is a field for credit. And they can choose to, ah, they can choose to use that credit on their checkout. 08:18 Sorry, and if it's club credit that just gets used on the club runs. Sorry, I should have highlighted that. So that's what you can do with credit classes. 08:29 Now, going back into the loyalty program, this is where you can start to apply credit automatically. So, we've set up our credit classes, which is where we say what credit can and can't be used for. 08:42 Then we've got the loyalty program section here, and this is where we can say, for every dollar that customers spend on wine and baseball caps. 08:52 And club runs, I want to give them dollars back that they can spend on whatever they want, or that can go towards the shipping component of their next order, or can go towards their next club run if they're a club member. 09:10 And then you can say, this credit that I have gifted to you needs to be spent within the next 6 months, or 3 months, or 12 months, right? 09:19 So you're giving away free money, you're not bound by the same restrictions as gift cards, gift cards legally. Or at least in Australia you need to keep them good for 3 years, but this is free money so you can set it up so that the credits expire within 3 months if you want, 1 month if you want. 09:36 So you're in full control of when that credit expires. So this is what, where we're, this is the section where we are determining how much credit, oh sorry, this is where we determine how much people what people need to spend their money on to get the credit and then what they can spend their credit 09:54 on when they redeem the credit. And then this section down here is where we've got the loyalty tiers so you can say, well before I give you credit, these are the thresholds you need to cross in order to earn it. 10:09 Now there's a few different ways you can plan these out, so we'll go through a few examples. So let's say in this example here we've got one threshold really low. 10:18 So the spend required is $20 every 12 months means that you will get 5% back as credit. Right, so if I spend $19 I get $0 back but if I spend $21 I get 5% back in the form of credit. 10:35 And then this is when the customer gets their email receipt it says here's how much credit you earned, here's your credit balance and obviously here are the here are the bottles that you bought that link back to your website so you can buy more of it. 10:50 Now, then you might have another threshold higher up from that same thing well if you spend more than $100 you get 10% back and if you spend more than $1000 every 12 months you get 20% back. 11:01 So, one idea behind having a low threshold is so that the guys and girls in the selladore have a very, very compelling, a very easy pitch and a very compelling pitch to get the customers to hand over their email address. 11:17 So hey, Richard. Cheers. You've got a bottle of wine here. You've ordered a bottle of wine. You're going to get credit back. 11:23 How much credit am I going to get? I don't know. You'll get an email that tells you, but I need your email address, right? 11:29 So if the order is more than $20, you can say to the customer, they're going to, get credit back. It's not going to be much, but obviously that's a very low cost of acquisition for an email address. 11:40 So that can be a very easy way to get everyone to hand over an email address. The next tier, you might say that, you know, an arbitrary number, like $100 or $150 or $200. 11:55 Or you might like to get a little bit tricky about it. Let's say, for example, your average sell at all sale is $70. 12:01 You want to get that number up to 100 bucks as an average sell at all sale. So you might say, all right, average sell at all sale, 70 bucks. 12:10 Let's set the threshold, you know, 20, 30, 40% above that. So the staff can say to everyone, oh, hey, you've got $70 in your shopping cart. 12:19 If you get one more bottle, you'll go above 100 bucks. You'll get 10% back credit, right? So that's really good for a couple of reasons. 12:27 First of all, you've got the upsell in the sell at all, right? So you've instantly managed to sell an extra bottle of wine in the sell at all. 12:36 Second of all, you need the customer's email address. You need to give them the credit, right? So I've got the upsell, I've got your email address, and then you've also sent the email with the credit attributed to it, and it's already attributed to the customer's account. 12:53 So here's what it looks like when they get it. So here's what you bought today, here's the credit you earned, and here's your credit balance, right? 13:02 So really easy. It's killing three birds with one stone. And then you might have a big tear here, which is, like the more sort of, you know, aspirational tear, let's say. 13:15 Hey, if you spend a thousand dollars with us every 12 months, this is what you get back in return. And so this is why you might use this instead of a commitment club. 13:25 You know, younger members in particular or younger people in particular don't necessarily like joining signing on the dotted line. They're scared of commitment. 13:33 Doesn't mean that they don't have more money to spend, but they just don't like signing on the dotted line. So rather than asking them to do that, we can heavily incentivize them to spend more money. 13:43 Instead of instead of kind of, you know, forcing them to with a signature. Now one thing I will say here too is to help you understand exactly when they start earning the credit. 13:57 So let's say, for example, I am in the cellar door and I've, let's say, for example, I've got $900 in my shopping cart and you say to me, hey Rich, if you spend a hundred more dollars, you'll get 20% back. 14:12 So I'll get $200 credit back. So let's say hypothetically I go, no thank you, right? So I've spent my $100. 14:21 Obviously I haven't crossed the thousand dollar threshold, so I won't get any credit back. I have, actually I have, I have crossed the $100 threshold, but let's just imagine that that $100 threshold didn't exist. 14:32 So let's say you just had one threshold and it was $1,000. So I've spent $800, I'm sorry, I've spent $900 and I don't want to spend another hundred. 14:43 So basically I have forfeited the credit that I could have earned on that. But then I go back home and a couple of weeks later I say, well actually I do want to get more of that wine. 14:55 So I go onto the website and I spend another $200. So $900 plus $200 equals $1,100. $1,100 is higher than the $1,000 threshold. 15:07 Therefore, I will get 20% back, but I will only get 20% back on the order that caused me to cross the threshold. 15:17 So the order that caused me to cross the threshold. I will get 20% of $200 back, which is $40 credit. 15:26 I won't get 20% back of the $900 that I spent in the syllable. So again, I'm heavily incentivized. To spend a little bit extra in the syllable so that I can get 20% back on $1,000 rather than 20% back on my second sale, you know, the, the the the repeat sale. 15:53 Now there are some other things I should highlight here. You can exclude you can exclude people and products. So, with our customer pricing group capability you can say, Well, only people who are men members of this customer pricing group can earn credit. 16:12 But you can't earn credit on these products for example. So why would you want to do that? So let's say, for example, you don't want club members earning credit above what they're, above the discount that they're getting on their wine club. 16:30 Or let's say you don't want staff earning credit above and beyond the discount. They're already getting a staff discount. You don't want them getting credit as well. 16:40 You can say I don't want I don't want locals earning or you could say I do want locals getting credit or I don't want wholesale customers getting credit. 16:51 So you can include and exclude groups of people. From, ah, from these, ah, from these earning tiers. Now, you can set this up. 17:06 You can set and forget and just let it go on indefinitely. Some people choose to do that. Or you could turn it on and turn it off a bit like Country Road, right? 17:14 They do their Spend and Safe program once every, whatever it is. You know I don't actually know if it's random or not, but it's around about once a quarter. 17:23 So to switch it off, you delete these tiers, right? So you turn delete the tiers and now no one's earning any credit. 17:34 The credit that has been earned is still there, that's already been attributed to the customer's account, but I have switched off my loyalty program. 17:42 And then to switch it back on, I say, right, well you can say anyone who comes into the cellar door in the month of January if you spend more than a hundred dollars within a within a 12 month period or within a one month period, you'll get 10% back in the form of credit. 18:03 And that's something else to highlight too is that this timeframe here, basically you're saying if you're spending a thousand dollars every six months, this is the credit you'll earn. 18:15 This is the credit you'll get back. So you're saying to people, if you keep spending money with us within these intervals, we will reward you, right? 18:23 So you can set this up to essentially be worth the same to the business as what a commitment club would be worth to the business anyway. 18:30 So you look at a commitment club and say, all right, it's two. $200 three times a year, that's $600 per club member per year. 18:38 So we want $600 per member per year. So you can do the same thing here and go, well, I also want $600 per customer per year. 18:48 So if you're spending $600 You're always every 12 months, we will reward you in the same way as we do with club members except the club members get the discount. 18:56 You guys well, sorry, the club members get the discount on this order. Credit people get the discount on the next order or they, they get the discount. 19:05 The subsidy on the next order. We're rewarding the second sale instead of the first. And of course, if they don't take the credit, then it hasn't cost you any money. 19:15 Something else that we've seen is where there's a couple of wineries who have done this and they've said, right I'm going to make it so my club members can earn credit. 19:28 When they earn that credit, they can spend it on wine. The tier they need to cross, so if my wine club is $155. 19:39 Then I'm going to set the tier as $150 within a, and I'm doing my club run every three months. So if I, if, if someone is doing a club run every three months and spending more than $150, which is what all my club members are doing. 19:54 I'll give them another 10% back in the form of credit. But you can say, that credit expires before my next club run. 20:07 Okay? So, or, you know. Every two months. So basically, I've done the club run. They get the email receipt. Hey, thanks for your order. 20:15 Here's, here's your email receipt. By the way, you've got another, you've got another, pick a number, you've got another 10 bucks or another 20 bucks to spend on our website. 20:26 It's good. For a month or it's good for two months, and that's how you can eke out some extra sales from from your club members beyond the minimum commitment that they're spending with their wine club. 20:36 So again, lots of flexibility that you can do here. Something else I do with the credit classes. Others just using credit as a, as a marketing mechanism. 20:47 We have, I mean, I've heard stories of a winery having a quiet month. They just sent an email. They went into the customer screen. 20:57 They didn't apply any, any. Filters, they just went into the customer screen, gave everyone on their mailing list a $20 credit that expired in 24 hours. 21:08 And then they sent an email to their entire mailing list and just said, hey, we're in a good mood. We have just given $20 credit. 21:15 To put towards something that you'd love from our website. And it expires tomorrow. Send. And then they woke up the next day and they doubled the sales for the month. 21:25 So credit can be a really cool mechanism for driving sales. And in particular, what I'd like to do is, what I like about it and what people like about it is that if you say, Rich, you're getting a 20% discount. 21:37 I don't know the dollar value of that 20% discount yet. Am I spending $100? Am I spending $200? Is the 20% discount, is it $20 or $40? 21:49 I don't, I don't know, right? So I've got to do a calculation in my head to work out how valuable that 20% discount is to me. 21:57 But if you say, hey Rich, you've got 20 bucks credit, I don't have to do any calculation. I know that there's $20 sitting there, right? 22:05 So it just cuts to the bone much quicker and easier than talking about discounts. So that's a couple of additional benefits of credit. 22:16 Now obviously when you're dishing out credit, you also need to stay on top of your liabilities. So that's where that's where we've got this liabilities table down here. 22:27 So you can tell the accountants, well, actually this is how much this is how much we've got liabilities sitting on our balance sheet so that you can stay on top of it. 22:37 Now something to be aware of too with gift cards a gift card will come out. I don't know if I've got an example here. 22:46 Yes, I do. So now I've already redeemed a lot of these gift cards, but let's say I've got a gift card. 22:52 I've got a gift card sitting here for a hundred dollars. When I scan that QR code, or if I click on that link, it will take me to a URL and say to redeem this credit. 23:04 Let's try this. I don't know if I've redeemed this one. So. If the recording's not letting me do it. Ah. 23:14 And I can't scan the QR code cause you can't see my phone. But let's say I'm clicking on this to redeem the credit. 23:21 It opens up a URL and see there's a type in the email address that you'd like this credit redeemed to and that $100 will then be added to the account behind that email address in the form of credit. 23:36 Right. So yeah, so then I can. Now throw out this piece of paper. I've got that credit sitting on my account ready to spend whenever I want some additional little tidbits around credit when I have the with wine app. 23:58 This is a way that customers, ah, if I'm logged in, I'll see if I can bring it up on my phone to show you instead when I've got the with wine app on my phone I, it shows me how much credit I've got to spend at what winery. 24:15 So this is acting like my wallet to keep track of, oh god, you know, I've got a hundred bucks sitting here, when's it expire okay it expires in two years time, right, I've got plenty of time. 24:27 So the with wine app is good for credit as well and something else to be aware of in the customer screen we've also got the mail merge fields, we've got some filtering and some mail merge fields that you can use in conjunction with credit. 24:40 So in here you can say show me people. On my mailing list who have any credit balance or have a credit balance expiring within this date range or who have increased their account balance or decreased their account balance ie show me who show me people who have earned credit or show me people who have 25:03 been spending credit or show me people who have credit. So let's say for example I had, I said show me people with a credit balance expiring between in the month of, of course, of 2021. 25:16 Probably picked the wrong example, but let's say, I said to anyone, I don't know if I've got an example here I can show you, but let's give it a whirl. 25:26 Let's say I've got anyone with credit expiring the next six months. There we go. So I've got 51 people with credit expiring. 25:33 In the next six months. Let's just pretend that it was expiring in the next one month. This is a very simple email to knock out to your customers. 25:41 It's just an excuse to reach out to them and say, hey guys, just wanted to let you know you've got some credit there that you might want to spend on spend on our website. 25:49 So, 51 people, I go email-filtered subscribers, I say you've got some credit to use up and then you can say, hi, first name. 26:07 Just so you know, you have, and then you can say total credit balance and then with this much due to expire by at date. 26:37 Get in quick, right? Now we don't automate that deliberately again, not saying we never will, but as we keep saying to people, automation is good in so many ways at the moment, we've chosen not to automate this because, A, you may not want the people actually spending the credit, perhaps but also B we 27:05 want people to get creative with these emails. I mean, as you can see, it took me less than a month. 27:09 A minute to find the people with the credit balance and then just quickly send an email. We want to we want to be sending engaging communications to customers. 27:21 If something is just automated and spat out, it's more likely Thank you. To end up in the promotions tab. It's less likely to get read and therefore it's less likely to be engaged with and acted on. 27:33 So this is one of those things where we, where we sort of tend to think, no, you can, you can spend five minutes doing this. 27:39 You've only got to do it once a month. You know, so three minutes or five minutes, once a month, but you can have a bit of fun with it and use it as a, as a as a way to engage your audience. 27:52 So that is some stuff you can do on the customer screen. Obviously you can also apply credit to club members and whatnot. 28:03 Another use case that you might choose to use credit for is let's say a box of wine arrived at someone's house and a bottle was broken. 28:14 Now obviously you can ask us to help you with a partial refund but what you can actually do is use that ne- use that negative experience and flip it into a positive experience. 28:26 So, let's say the box of wine arrived and it was a 30 dollar bottle and you can say to the customer, look, I'm really sorry about that, how about I give you a 50 dollar credit to put towards your next order? 28:39 So first of all, you're not, you're not giving back cash, you know, you, you, preferably you want to keep the cash but also, you've, you're incentivizing them for a second sale, and then finally too, they've gone, oh, maybe I should break $30 bottles more often because now I've got a $50 credit. 28:56 So that's just a, one way that you can use credit to surprise and delight your customers. So, yeah, so I think that's probably the bulk of what I wanted to show you with credit, but obviously if we get to the end and there are any, any questions, feel free to hit me up. 29:15 Okay, something else I wanted to cover up today was auto-apply coupons. So we have we have got people using auto-apply coupons. 29:26 The only thing is that, so they're so powerful, but one thing about them is that they can be easy to lose track of. 29:34 So, if the point of sale is discounting something automatically and you don't know why, this is probably the first place that you look. 29:43 So let's do a quick overview of coupon codes. So coupon codes so first of all you can have an, you know, so, you know, xmasspecial code is xmas24 description is blah, and so you can say, right, minimum, I mean, all this, you know, minimum bottle quantity is six. 30:07 Minimum order total is zero, or, or minimum order total might be a hundred bucks, so this is where you can say anyone who orders at least six bottles will get a discount, or anyone who orders minimum bottles of six will get free shipping, or anyone who's spends more than a hundred dollars will get free 30:25 shipping. Now, this is the code that people have got to punch in manually, but what you can do is you can have the system punch it in automatically, and you can also have the system apply the coupon code. 30:39 In places where there is no coupon code box, for example, at the point of sale. So you might say, all right, well, everyone who comes, this is another campaign you can do, everyone who comes into the sell it all in the month of January. 30:56 We'll get, so we'll, we'll call it Jan, Jan, what year are we in? Jan 24. So we go Jan deal. 31:07 So anyone who comes into the sell it all and orders at least six bottles. We don't care how much. You can lock down and say of any product or you can select which products. 31:18 So let's say you had a, you had a product that you're trying to move. You can say anyone who buys this product with a, with a, with a, with a, with a, with will get, um, $50 off or a percentage off. so you'll get, you know, you'll get 20% off this product. Um, we don't want it to, if that product's already 31:40 been discounted, we don't want to discount it further or you can say, yes, I don't care if I've already got another discount applied, I want to keep going. 31:48 So that's like you know, if the club members, if the club members have already had that product discounted, do you want to discount it again? 31:55 Yes, no. Shipping, do you want to apply free shipping? Yes, no. Active, yes, no. So, is it active? Yes. Do you want it to go on indefinitely? 32:07 Or do you want to say I want to, I want it to switch on on this date and switch off on that date? 32:12 Or I want it to keep going until the end of June. Now, I highlight that because this is where a few people can go wrong because they've set up a coupon code it's automatically firing, but then, and you intend it to automatically fire until the end of January, but then it it's automatically firing until 32:34 February, March, April, May, until you turn it off. So that's something there is just to, to make sure that you've set a kill date if you want a kill date. 32:44 Redemption count. How many times can this coupon code be redeemed? For the first ten people? Or, per person? You know, one person can only redeem this code once, so an example of this was someone had a someone had a Christmas special and they rang us up and they said, everything went perfectly, but then 33:16 , after the first two orders, it just switched off automatically and they couldn't work out why. And it was because they'd set the total resem- redemption to two. 33:25 So the first two people who, who took up the deal, they got the discount, all they had to do was change that to per person, and then obviously everyone who, who met the criteria got that. 33:37 Got that coupon code applied. And this is the auto-apply setting here. So basically, auto-apply, as I said, means that the customers don't need to put the coupon code which is this thing up here. 33:49 You know, you don't need to do the you don't need to do the to, you know, to get this deal, use this coupon code at checkout. 33:57 You can have the system apply the coupon code for you automatically. Now we do have the capability where if you've got multiple coupon codes, we, we do have the capability where people can stack the coupons, you know, and use more than one coupon code at a time if you want. 34:18 And you can also lock down what channel this coupon code works at. So let's say, for example, you want to do let's say you want to do 20% of all products for the month of January, but only if you come into the sell it all, or only if you come and sell it all. 34:52 So, people who come into the sell it all, they're still paying full price, but if they go back on the website and buy it more, they get that coupon code automatically. 34:59 If you pick up our phone calls during this month, you will get X percent off. And then finally, if you're using our advanced plan, you can also lock down and say, well, this coupon code will only work if you're a member of this pricing group. 35:15 So, let's say, for example, you've got a customer pricing group for locals, which we covered last month, sorry, last week, so my customer pricing group, Locals, is anyone I tap into. 35:30 Hagged as a local, and so this is where you can say, alright, well, during the month of January people who come into the cellar door will get 20% off if they're a local. 35:42 Hit save and that coupon code will now start to be applied. And then finally, over here, you can actually lock down a coupon code to individual people as well. 35:55 So to do that, I'll just go into one to another one we prepared earlier and so you can say, alright, well you know, you might have friends and family, for example. 36:07 So if you don't have customer pricing groups, you can say if the customer's email address is Richard with wine and, and Brent with wine and, you know, et cetera, et cetera, et cetera. 36:25 So you can do it one by one and apply coupon codes to people to specific people if you want. A little bit further, I'll show you one more thing on that. 36:39 Some people don't know this is that you can also set a coupon for people from the customer screen as well. 36:47 So let's say you had people who have been to the sell it all in the last day, week, month, year. 36:54 You can say, right, we've got 22 people. I want to give these guys a coupon code. And so that's where you can set the coupon for people who have you know, directly from within your CRM. 37:09 So that is something I wanted to show you. And obviously, if you need more information, feel free to hit us up, and we'd love to share it with you. 37:18 Finally, today, I wanted to go through stock. So a few little a few little things about stock that some people don't know. 37:28 So a couple of things to cover. Let's start with the basics. First of all, we've got stock locations. So stock location is obviously See you next time. Bye-bye. So basically you can have stock in the cellar door, stock in the back shed and stock in the warehouse and you can say you can say orders going 37:48 through my point of sale, I want that coming out of the cellar door, orders from my website, I want that coming from the warehouse. 37:55 Orders for wine clubs, I want that coming out of the warehouse, etc, etc. And an order through the cellar door that's being marked for shipping, I want that coming out of the warehouse because, you know, that gets done somewhere else. 38:09 So that is, stock locations. Now, you can also have a stock pool and so this is essentially what lets you draw pool together stock locations and then set rules around which location you want to draw. 38:27 Or down from from first. Right, so that's getting a little bit more intricate, but just letting you know that the capability is there. 38:36 So stock locations and stock pools. Now, you can transfer between stock locations and you can do movements between stock locations. 38:45 So, a movement is a movement is, ah, where, you know, in the cell at all, I'm adding new stock to the cell at all, so basically I'm picking up, ah, I'm picking up a palette. 38:59 From the, from the bottling plant, that is new stock it's it's 2400 bottles you know, and I can add that stock to the cell at all, and basically, that's your opening balance, that's your movement, and that's your closing balance. 39:20 We've also got other stock movements, so you can say, right I actually did a, I did a stock take and it turns out I've got more than what I thought, or I've got less than what I thought. 39:32 Even though With Wine is a direct-to-consumer platform and it's not for wholesale. Some people do use it for wholesale, but we recommend that they don't. 39:43 Saying that, we have had people say, well, the stock tool is actually perfectly good for my wholesale, for the odd wholesale order that I have can I use With Wine to just keep track of all my stock across D2C and wholesale? 39:56 And the answer is yes. So we do have some wholesale tags in here that you can use to track your wholesale stock movements as well. 40:04 So that is a stock movement. Then a stock transfer is obviously where you're transferring from location A to location B. 40:14 So I'm moving from the warehouse to the cellar door 70 bottles, super, super simple. If you're doing, if you're doing a bulk transfer, you know, every Sunday night or every Monday morning, you can go, right, I'm doing a bulk transfer, transfer sorry, of these products, bulk transfer, from warehouse to 40:44 sell door, I've bring in five of these, ten of these, two of these and twelve of these. Job done. Right, so that's how you do a bulk transfer. 40:56 If you're doing a stock take at the end of the month, end of the quarter, end of the year, whatever it is that's super easy as well. 41:04 So you can say, right, I want to record a stock take I'm doing a stock take. Take off the sell at all and this is where it loads up all the products and you can say so you can say, well, I've only got a stock take of, you know, wine, for example that are for sale. 41:22 And so this is where we list all your products. And you can go, that was 100, you know, you might have your clipboard with, that was 100, that's actually 10,000 that's 132 and you can see these arrows saying, oh, that was lower than you thought, this was higher than you thought 2,000. 41:41 500, 24, etcetera, etcetera, 2. And so these are going to be, so that's going to be a stock, ah, a stock movement down, sorry, stock take, ah, stock take down, that's going to be stock take up. 41:56 So you are getting that audit trail for every stock movement that happens. When you click on a product, this is where that audit trail lives, so you can see the, ah, you can see the full, ah, history of every stock movement associated with that product within a, within a date, ah, within a date range 42:21 , you can see if it's attributed to an order and so on. And also, if you stocked up, you can, of course, you can edit that as well. 42:29 From this screen as well. Okay so that's kind of just the, you know, the core basics of, of stock. Now, you can also say, well, I want to compare what's in the sell-at-all with what 's in the warehouse. 42:49 So here's your warehouse column, here's your sell-at-all column. So sometimes if people are if someone sometimes we see it where people go, I've added stock but it's still not available for sale on the website. 43:05 It might be because they added the stock to the wrong stock location. So they added it to the sell-at-all stock location instead of the warehouse stock location which is what the website draws down on. 43:16 So that's just something to be aware of. If you do a stock movement and you're looking at the opening, the opening column and you're going, well how come that hasn't changed, right? 43:28 It's because you're, you're looking at the opening balance of a location. A week ago or a month ago, but if you only did the change yesterday it's not going to, it's not going to show that change. 43:40 So you want to be able to say, right, custom date, I did the stock movement opening balance today. And then that's where that's where it will show the changes that you've made. 43:50 So you can do, you know, opening balance out, closing balance out. And then finally too, you can filter down this list to say, well I only want to see, I won't have any, I don't think I've got any examples here, but I only want to see breakages for the last for the last couple of months, right? 44:13 So how much, how many bottles are my staff dropping? And you can see here that it doesn't look like there are any. 44:22 Say, well, I want to exclude the zero so that I'm not scrolling through a whole list. And there you go. 44:28 So then it would say, all right, well here are the people. Now these are all closing balances, but we've removed all the zeros just to make it easier for you to find. 44:37 We can even do this. Just drill it down even further. And of course you can export all of this into a variety of CSV exports as well. 44:48 Okay. Stock, something else to be aware of with stock. Stock with mixes. I'm going to show you this. So with a mix, actually here, let's remove all these. 45:07 So with mixes, we've got a couple of stock keeping capabilities here. So now you can set it up so that you can say the mix is a mix of 12 and if you have 12 mixes, you can say, alright, well, I'm doing a movement, new stock, I've got 12 mixes going into the sell it all. 45:37 You can say, well, 12, 12, 12 packs is 144 bottles, so you can transfer. Or, if you've set up that mix in a particular way, you can actually say, if you've got 12 mixes, you can type in 12 instead of 144. 45:59 So if I go into the Christmas mix, there's a setting within the mix setup screen that lets you give it a second, lets you scroll down and say count stock buy, number of bottles or number of mixes. 46:20 So if I want to say when I'm adding a mix to my stock location, if I want to say 144 bottles, I'm using this number of bottles. 46:30 But if I want to say no, no, no, I only want to, if I've got 12 mixes, I want to type in 12, then you want to set this to count stock buy, number of mixes. 46:41 Something else is that if you're telling the system to track the mix items, be the child products within the mix you can do that obviously, so you can say this Christmas mix is it's actually got three of these, three of these, and six of these, and the system will track not only how many mixes you sold 47:05 , but also it'll track how many of each individual product was sold along with that mix. So if you had a so let's say we've got this Christmas mix, it's 12 bottles in the mix, and you sold 10 of them, it will say, alright well, yet you sold 10 mixes and 10 mixes also equals 60 bottles of this, 30 bottles 47:32 of that, and 30 bottles of that. I highlight that because if you're adding a mix to the website again this is only if you've set the mix items, if you're tracking the child stock if you've added a mix to the website and you've said I've got 20 of these mixes, will that if I've said there are 20 mixes 48:00 if there isn't enough stock of these child products set up as well, that mix won't be available for sale. So basically this is, this setting is essentially working on the basis that you're going to be picking and packing these as you go. 48:15 So basically, well I need to keep track of how much of this I've got because because I might run out of that which also means they're I can't sell any more of the mixes. 48:27 So so if you run out of stock of a child product, that mix will be withdrawn from sale. Just something to know. 48:36 Okay, and I think that is probably the bulk of what people, people ask me to cover this week, which is pretty good because that's just under an hour. 48:45 So unless people have any questions, I'll leave you to it. But obviously I hope this helps. As I've said previously, we do record these. 48:56 And we put them up in the in the new help section within the chat widget within with Wine. So if you just open up that little chat widget, there's a new help tab in there. 49:08 And that's where we're putting all these videos. And shortly we're just building up the, building up the library a little bit, you'll be able to start searching searching for help using these videos as well. 49:21 So we're gonna do more of them because people seem to like them and certainly they're easy for us to produce and we like helping. 49:28 Yeah. So unless anyone's got any questions, I'll call it a day and I'll see you later. Alrighty. See you guys. 49:39 Thank you. Bye.