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,action,reason_code
eg
Example of the file -
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These are the codes at time of writing although they could later be out of date.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
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These are the codes at time of writing although they could later be out of date.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These are the codes at time of writing although they could later be out of date.
| reason_code | description |
| CF Cannot Afford | Customer Failure - Money/Cannot Afford |
| CF Commitment Problem | Customer Failure - Commitment Problem |
| CF Signed Up In Error | Customer Failure - Signed Up In Error |
| CF Voucher Vulture | Customer Failure - Repeat Voucher Usage |
| CMF | Communication Failure |
| HR Pregnant | Health Reasons - Pregnant |
| HR Sickness | Health Reasons - Sickness |
| HRL | Customer Failure - Health Related |
| LC Going Abroad | Leaving Country |
| MOA | Member of another club |
| OTH | Other - doesn't fit any of above |
| PF Bad Selection | Product Failure - Bad Selection |
| PF Do Not Like Wine | Product Failure - Do Not Like Wine |
| PF Gift Order | Product Failure - Gift Order |
| PF Quality | Product Failure - Quality |
| SF Agent Error | Service Failure - Agent Error |
| SF Bad Service | Service Failure - Bad Service |
| SF Delivery Problems | Service Failure - Delivery Problems |
| SF Sign-Up Fraudulent | Order - Consider Fraudulent |
| SUO | Customer Failure - Signed up in order |
| WHI | Service Failure - Warehouse Issue |
| WineBank Closed | Linked WineBank account closed |
| WNS | WineBank Sign Up |
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These are the codes at time of writing although they could later be out of date.
| reason_code | description |
| CF Cannot Afford | Customer Failure - Money/Cannot Afford |
| CF Commitment Problem | Customer Failure - Commitment Problem |
| CF Signed Up In Error | Customer Failure - Signed Up In Error |
| CF Voucher Vulture | Customer Failure - Voucher Vulture |
| HR Pregnant | Health Reasons - Pregnant |
| HR Sickness | Health Reasons - Sickness |
| LC Going Abroad | Leaving Country |
| OTH | Other - doesn't fit any of above |
| PF Bad Selection | Product Failure - Bad Selection |
| PF Do Not Like Wine | Product Failure - Do Not Like Wine |
| PF Gift Order | Product Failure - Gift Order |
| PF Quality | Product Failure - Quality |
| SF Agent Error | Service Failure - Agent Error |
| SF Bad Service | Service Failure - Bad Service |
| SF Delivery Problems | Service Failure - Delivery Problems |
| SF Sign-Up Fraudulent | Sign-Up Order - Consider Fraudulent |
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.
Upload results
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.