Order checks
The Six Questions Every Club Shipment Has to Answer
By Compliance Vine® · · 2 min read
A club release should be a chance to share the wines you have been excited about all season. It also puts a lot of work into a short window: orders to review, member changes to resolve and boxes to get out the door.
The same questions come up each time. Keeping the answers with the orders helps the team spend its attention on the exceptions.
The six questions
Can we ship to this destination? Check the applicable rules for the destination and your business type. A state name alone may not settle the question for every address or transaction.
Do we hold the required current license? Review the license information for the destination. A member's move or a renewal date can change what needs attention.
Is the order within the applicable volume limit? Where a limit applies, use the required measurement, recipient definition and reporting period. Include relevant prior shipments rather than looking only at this club order.
Are the required age checks and delivery arrangements in place? Confirm the requirements for the transaction and the evidence available. An order check does not replace the carrier's required delivery procedure.
Does the destination have local restrictions? Where local restrictions apply, review the actual destination and any address uncertainty that could affect the decision.
Can the selected carrier deliver wine there? Confirm carrier coverage and the service being used, along with the winery's shipping arrangements.
Put the review into the order workflow
Compliance Vine LIVE evaluates these six areas as orders enter its supported commerce integrations. Its Commerce7 and Shopify workflows connect order checks with fulfillment review, so your team can find the orders that need attention before release.
The distinction matters: accepting a customer's order and authorizing fulfillment are different steps. LIVE can place compliance exceptions on hold for a person to review. The reviewer decides what to do next, and the decision is recorded.
Shadow Mode lets a team observe the checks before enabling holds. That provides a way to inspect the results and confirm the setup against real orders.
Give the exceptions an owner
An automated check is useful when the team knows what happens after it flags something. Decide who reviews held orders, how missing information is corrected and who can approve release. Review the integration's behavior if a check cannot be completed, too.
Keep license information and order data current. A change of address, a revised order or unresolved verification should be handled in the workflow before the shipment is released. The purpose is a clearer review queue and a record of the decisions made.
See the workflow on your platform
If you use Commerce7, start with the integration page to see how LIVE fits between order creation and fulfillment. Shopify has its own installation and review workflow.
Your team should be able to enjoy the club release, with the routine checks organized and the exceptions easy to find.
Product workflow references: Shopify App Store and Compliance Vine LIVE.