Summary
Two seperate but very similar bulk uploaders for closing many Wine Club accounts in one process. WineBank is handled in Bulk Cancel Winebank. Subscriptions for any Wine Plan are handled in Bulk Cancel Subscription.
Location within Mantiki
CSV upload via Tasks>Bulk Cancel Subscription/Tasks>Bulk Cancel Winebank
Uploading
csv sheet requirements as per Info tab on the task page with headers marked
Subscription
store,email,subscription_name,reason_code
eg
WineBank
store,email,reason_code
eg
Store
These are the codes at time of writing although they could later be out of date.
vwshop
dmshop
default
Subscription names
These are the codes at time of writing although they could later be out of date.
bakers_dozen
bin_ends
discovery_club
just_6
just_reds
rac
Reason codes
Subscription, found from
select reason_code from subscription_cancellation_reason;
These are the codes at time of writing although they could later be out of date.
| CF Cannot Afford |
| CF Commitment Problem |
| CF Signed Up In Error |
| CF Voucher Vulture |
| HR Pregnant |
| HR Sickness |
| LC Going Abroad |
| PF Bad Selection |
| PF Do Not Like Wine |
| PF Gift Order |
| PF Quality |
| SF Agent Error |
| SF Bad Service |
| SF Delivery Problems |
| OTH |
| WineBank Closed |
| SF Sign-Up Fraudulent |
| SUO |
| HRL |
| WHI |
| CMF |
| MOA |
| WNS |
Winebank, found from
select reason_code from account_type_cancellation_reason;
These are the codes at time of writing although they could later be out of date.
| CF Cannot Afford |
| CF Commitment Problem |
| CF Signed Up In Error |
| CF Voucher Vulture |
| HR Pregnant |
| HR Sickness |
| LC Going Abroad |
| PF Bad Selection |
| PF Do Not Like Wine |
| PF Gift Order |
| PF Quality |
| SF Agent Error |
| SF Bad Service |
| SF Delivery Problems |
| SF Sign-Up Fraudulent |
| OTH |
Upload results
Will progress WineBank accounts listed in the WineBank upload with balance to a closing state. Will progress WineBank accounts listed in the WineBank upload without balance to a closed state.
Will progress Subscription accounts named in the Subscription upload with balance to a closed state.
Will create a report detailing successes and failures in terms of each customer provided in the Jobs tab of the Task. This includes for example customers that do not have that type of account or where the account is already in a closed state. Will process all customers listed despite any issues part way through.
Will add a customer diary entry confirming the change on the Customer Detail>Diary page in telesales.