Follow a wine special order from request to pickup

A regular remembers a wine they bought last winter and asks whether you can get it again. The person at the counter takes the request. The buyer places the order later. By the time it arrives, somebody else may be on shift.

Give the request a place to live

Start a special order in Concierge. Staff can look up the wine even if it’s out of stock. Once the bottle and vendor are identified, WFC can put the request on that vendor’s draft purchase order. The PO tracks the buying and receiving work.

Let receiving tell the team when to follow up

Receive the shipment against the PO. When all of the wines for the request have arrived, the special order appears under Tell them in Outreach. The staff member following up can open the customer’s profile and see what they’ve bought before.

Finish at the register

When the customer picks up the wine, staff can look it up and attach the customer to the sale. The story starts with a conversation and ends with the team knowing which bottle to hand over.

See how special orders fit into the rest of the shop.