This article serves as a reference page and will provide information to better understand automatic delivery in Advantage. Auto Delivery utilizes the Bookclub or BCL module of Advantage. These are product orders that have continuity associated with them. For example, automatic delivery is used for supplements to sign customers up to receive regular shipments of their supplement automatically. It can also be used for 'book of the month' type offers where a customer signs up for a series of products.

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Note
Note that some field names and locations may vary slightly based on individual scripts used at Customer Activity. From Customer Activity, when a PRO item is selected, go to the Auto Delivery Maintenance tab and select Inquire.

Automatic Delivery Maintenance

Add to Product Series	Not used. To add a product to automatic delivery, place a new order.
Create Next BCL Order	Used to manually create the next shipment.
Add Notify/Load-Up Response	Not used.
Change Member Series Info	Used for changing the frequency, quantity and shipping information associated with the auto delivery.
Change Members Series Status	Used for changing the status of the auto delivery. Can be active, terminated or suspended.
Inquire	Used to inquire and view the Club Member Maintenance dialog box.
Suspend Club Members	Used to suspend an automatic delivery.
Reactivate Club Members	Used to reactive an automatic delivery that has been suspended or terminated.
Terminate Club Member(s)	Used to terminate an automatic delivery.
View Unpaid Releases	Used to display the Unpaid Releases for Member dialog box.
Save Cancellation	Used to mark an automatic delivery from being saved from the customer cancelling.
Change Next Price	This selection is available by right click. Used for changing the price associated with the product on automatic delivery.
Estimated Next Ship Date	This selection is available by right click. Used for displaying the estimated next automatic shipment date.

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Inquire Mode

From the Auto Delivery Maintenance tab at the bottom of the Customer Activity screen, select Inquire to get more details on the automatic delivery.

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Club Member Maintenance

Ship-To Customer	The account number of the customer receiving the shipments.
Ship-To Address Code	The address number associated with the account number receiving shipments.
Bill-To Customer	The account number of the customer being billed for the shipments.
BCL Member ID	Unique ID of the auto delivery.
Club Code	Identifies the product group under which the product is distributed. NS = NorthStar Nutritionals RA = Real Advantage Nutrients BH = Best Health Nutritionals LF = Living Well TH = New Summit Nutritionals OV = Nulogic Nutritionals O2 = Smart Science Nutritionals
Product Class	Identifies the product that is on automatic shipment.
Product Series Code	Identifies the frequency of the automatic shipment.
Item Description	Display of item name/description of automatic shipment
Sequence	Identifies the number of orders generated. 000 = first shipment not in Book Club. All sequences >000 = shipment in Book Club.
Branch	Not used.
Billing Org. Office	The 3 digit code associated with the company/affiliate.

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Details

Promotion Code	Not used.
Series Member Status	Status of the automatic delivery. A = Active C = Completed M = Moved/Terminated (not used) S = Suspended T = Terminated Z = Cancelled (not used)
Susp Resol. Date	For an automatic shipment on suspended status, this is the date the shipments would resume.
Reason Code	For an automatic shipment in terminated status, the reason selected as the reason for cancellation.
Synchronization Exempt	Indicates if the automatic delivery is exempt from being synchronized with other shipments.
Last Status Date	Date of last change to status of the automatic shipment.
Start Date	Date the automatic shipment started.
Last Return Date	Date the last return was made.
Last Payment Date	Date the last payment was made.
Synchronization Flag	This is a flag to alert that the shipment is synchronized to shipped with another product. If the frequency is changed on an automatic delivery, an alert will pop-up notifying you that this is synchronized exempt
Original Order	Displays what the Originating Order number is on auto delivery orders. Note The Original Order will be reset if the customer's ADS was terminated and then reactivated.
History
Orders Released	Number of order released from Book Club, this does not include the initial order.
Fully Paid Orders	Number of orders released that have been paid in full.
Unpaid Orders	Number of orders released that are unpaid, generally the credit card has declined. In order to get the automatic shipment going again, the unpaid order would need to be paid.
Returned Orders	Number of orders returned for this Book Club.
Claim-Ret Orders	Not used.
Write-Off Orders	Not used.
Bad-Debt Orders	Not used.
Deferred Write-Off Items	Not used.
Last Decline Notice Sent	Date last notice was sent for payment collection for a credit card decline.
Probable Next Release
Probable Next Series	Identifies the frequency of the automatic shipment.
Sequence	Identifies the number of orders generated. 000 = first shipment not in Book Club. All sequences >000 = shipment in Book Club.
Item 1	Item number for product on automatic shipment.
Title...:	Item name/description for product on automatic shipment.

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Last Release

Note
When searching for an account at Customer Activity, you are by default searching by the bill-to customer. This means that if the customer has different account numbers associated with their bill-to and ship-to, the subscription will only show up in Customer Activity if you are looking at the bill-to customer. Nothing for that subscription will display under the ship-to account number.

You can change this search by selecting Receiving Customer as your Search By.

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All Releases

Note
These are the default customized columns from this screen. There are more columns available.

Club	This field identifies a membership organization under which a class of products (books, etc) are distributed
Product Class	This field identifies a broad group of products, such as books, videocassettes, etc
Product Series	This field shows a series of products belonging to a product class and offered within a club
Book Club Start Date	The first date customer started using this Club, Class and Series
Shipping Status	Shows the shipping status of an order which will be: N - Not shipped, customer cancel S - Shipped
Order Date	Shows the date the order was placed
Order Number	This field uniquely identifies the order in the system
Shipping Date	Shows the requested date for the order to be picked for shipping
Total Cost	Shows total amount due from the customer for this order
Order Status	Shows the order status which will be: B - Backordered F - Finished - Posted H - Hold - Credit I - Invoiced
Paid/Return Status	Shows the Paid/Return status which will be: D - Partially paid P - Fully paid U - Unpaid
Paid Date	Date the order was paid

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Auto-Change Information

From this tab you can change the credit card details on file using the secure payment entry dialog box.

To change or update a credit card on file, go here.

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Transaction History

Note
These are the suggested customized columns from this screen. There are more columns available.

Club Code Description	Identifies the product group under which the product is distributed.
Product Class Description	Identifies the product that is on automatic shipment.
Sequence	Unique identifier of each transaction.
Operation Code Description	Description of the order transaction.
Status	Status of the automatic delivery. A = Active C = Completed M = Moved/Terminated (not used) S = Suspended T = Terminated Z = Cancelled (not used)
Date and Time Added	Date and time of the order transaction.
Added By Description	Name of person who performed the order transaction.