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Inventory Deduction Rules

Understand when inventory is reduced for different sales channels and how to manage allocations effectively.

Updated over a week ago

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When Inventory is Deducted

Inventory deduction timing varies by channel and order type:

  • POS and eCommerce: Inventory is deducted immediately after successful payment.

  • Wine Club: Inventory is deducted only when the card is processed and payment succeeds.

This distinction is important for planning allocations for subscription orders and special events.


POS and eCommerce Orders

  • Inventory is reduced when you:

    • Click Charge Card in the POS.

    • Select Pay in Cash.

    • Complete an online order through the checkout.

Deduction happens at payment, not at the time of cart creation.


Wine Club Orders

  • Wine Club allocations behave differently:

    • When a package is built, inventory is reserved conceptually, but not deducted until payment.

    • Deduction occurs after the credit card is charged successfully during club processing.

  • Why? This ensures accurate reporting for failed or delayed charges.

If you want to prevent stockouts for Wine Club, you must allocate inventory beforehand.


Pre-Allocation Tips

Create a Wine Club Inventory Location:

  • Transfer inventory to this location before billing cycles to lock stock.

Plan Seasonal Demand:

  • Example: If you expect summer rosé orders, allocate enough stock for Wine Club to avoid shortages.

Prevent Overselling:

  • If Wine Club is allocated 1,000 bottles and eCommerce is set to 0 for rosé, the online store will display Sold Out, ensuring Wine Club stock is safe.

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