Important: If you integrate with a 3rd-party system, such as a Warehouse or an Accounting system, you will need to ensure the non-inventory Vinosmith Product is mapped to an object in that system. Failure to do so may result in any Invoices with this non-inventory charge being rejected.
Step 1: Create a Non-Inventory Item
This is the product added to invoices and customer-facing. Depending on your integration, this item may originate in your Accounting system and be synced to Vinosmith, or it may be created in Vinosmith.
Once the item is in Vinosmith, update the item with these settings:
Inventory Item = unchecked (meaning it is a non-inventory Item)
Orderable by Reps = unchecked (meaning Reps cannot add it to an Order)
Bottle size = Unit
Unit Set = 1
When displayed on invoices, the display will read "1/unit," which is more aesthetically pleasing than "1/750ml"
IMPORTANT: After creating the item, add an inventory record. The item must have an inventory record created for each warehouse you will be invoicing. Create an inventory record with an arbitrarily high quantity.
Note: Price do not need to be added.
Step 2: Configure Auto Add Charge
Go to the Suppliers link from the Products page, select the supplier, and click Edit.
Locate the Auto Add Product Charge section and check the Enabled box.
Enter the code of the non-inventory item you created in the Auto Add Product Charge Product Code field
Enter a price in the Auto Add Product Charge Unit Price field
Save your changes.
Now that the supplier's auto-charge is set up, placing an order will automatically include the non-inventory item you created.
Note: There can only be one auto-add charge per supplier
For Distributors with Multiple Suppliers (Brokers)
Please follow steps 1 and 2 for each supplier in your instance.
How to Remove an Auto Add Charge Line Item
The Remove Auto-Added Charge button can assist if line items need to be removed from an existing order.
Go to the order that needs to be edited
At the bottom of the screen, click on the Remove/Apply button then on the Remove Auto-Added charge button
