Where is the wish list request screen?

  1. Navigate to Products > Allocations.
  2. Choose an allocation.
  3. Click the Magic Wand icon (or View Wish Lists on mobile).
  4. Choose an allocation level by clicking its name.

Choose a Sort Order

Click the 1-2-3 icon (or Sort wish list orders on mobile). This determines how orders are sorted under theOrders header.

The default is Customer Lifetime Value, but you can also sort by Customer Since and Order Date. This allows you, for example, to process your best customers in that level first, then sort the remainder by order date and grant until you run out.

Choose Granted Quantities for Each Order

By default, all quantities are set to 0. For each order listed, the maximum value in each dropdown is the additional quantity the customer wished for (above their original allocation). You can grant products individually for each order using the dropdowns, or you can use the None, All, and Some links for each product.

None will set all dropdowns to 0 for that product.

All will set each dropdown to the max requested for that product, in descending order down the page, until inventory is depleted.

Some will ask you for a numeric value, then set each dropdown to the specified value for that product, in descending order down the page, until inventory is depleted. For example, if you wanted to grant 3 bottles to each order for that product, choose Some, and enter 3.

Click the Process Request Button for Each Order

This will adjust the quantities on the order itself, recalculate the totals, charge the customer the difference using the card they placed the order with, and remove the Wishlist tag from the order (which marks it as processed).

Why do I have to click “Process Request” for each Order?

This tool was created to reduce the number of clicks involved in processing wish list orders (versus processing them manually from the Orders tab). We are considering more automation in the future, but feel this current process provides a good compromise between processing speed and data safety (preventing the accidental processing of several orders at once).

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