> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirectfulfillment.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Club Orders & Checklist

> Complete guide to managing club orders and the club shipping checklist process

## Club Orders Overview

If you have **50 or more club orders**, we will request a Club Checklist to add your shipments to our Master Club Shipping Schedule.

### Key Requirements:

* The order type is **"CLUB"**
* **<u>Packing slips are not included</u>** in Club shipments
* **Inserts/collateral** should be set up as <u>SKUs in the WD system</u> and submitted on your system orders
* **Order Holds and/or Requested Future Ship** must be established before submitting orders
* Ensure **product moves are completed** from Primary to Club sub-inventory if applicable

<Warning>
  **Clubs with CoolPacks/Temp Control Truck requests**: Please coordinate with your Club Manager before planning your club shipments, as noted on the new Save the Date document.
</Warning>

## Club Setup & Timeline

### Planning: 6 weeks in advance for Save the Date

WD requests clients complete a **Forecast Planning Worksheet** annually with a full year's worth of forecasting data to help book their desired ship dates and help WD plan for staffing and packaging needs.

We also request a completed **Club Checklist/Save The Date**.  Please click [HERE](https://winedirectfulfillment.com/wp-content/uploads/2026/01/ClubChecklist_WineDirectFulfillment_2026-2.xlsx) for the file to automatically download for you.  This form should be submitted **six weeks in advance** of your club ship date to your Account Manager.

This worksheet includes:

* Requested ship date
* Date we need product SKUs set up
* Date we need inventory In requests completed
* Date orders need to be submitted
* Whether Coolpacks will be used
* Package sizes
* Forecasted SKUs

### Product Setup: 4 weeks in advance (5 weeks if shipping bi-coastally)

All applicable SKUs (wines and inserts/collateral) must be **configured and active** in the system by this deadline. Clients can Create/Edit SKUs directly in the system following this how-to article.

### Inventory Transfer: 3 weeks in advance (4 weeks if shipping bi-coastally)

Complete and submit an **inventory transfer-in request** online via the WD Portal.

### Inventory Delivery: 2 weeks in advance (3 weeks if shipping bi-coastally)

Upon receiving confirmation of your Inventory In request, you will receive a **reference/PO#**. Inventory may be delivered to the appropriate WD fulfillment center.

### Orders Due: 1 week in advance of the ship date

Please submit Club orders **one week before the ship date** to check for any data integrity issues and to allow us to begin preparing packages for shipment.

**Remember to include your insert/collateral SKUs** with each order. Please check with your POS/eCommerce provider on any special needs regarding releasing your orders.

## ShipCompliant & Club Orders

**Important**: Club-type orders are **not automatically released** from ShipCompliant; therefore, users who are integrated with ShipCompliant will need to **manually release Club orders in batches** from ShipCompliant by following the instructions linked [here](https://docs.sovos.com/en/indirect-tax/indirect-tax-products/regulated-shipping/shipcompliant/orders/release-club-orders-to-fulfillment).

This manual action must be repeated whenever a club order needs to be fulfilled.

<div className="mt-8">
  <Note>
    For support or additional questions related to ShipCompliant, please contact ShipCompliant at **888-449-5285**.
  </Note>
</div>

***