Account Management

Account Loves

Account Loves are a way for sales reps to interact with their accounts and have that activity be tracked. If an Account has not been loved in a certain amount of time Vinosmith will remind the user they need to reach-out / communicate with that Account.

Allow Sales Reps to Create Accounts (Admin Only)

By default Vinosmith restricts Account creation and editing to Admins. However, there is an option to expose Account Creation to your Sales Reps.

Assign Accounts to Sales Reps (Admin Only)

Admins have access to all Accounts so only non-admin Sales Reps need to be assigned Accounts. If you are a Sales Rep : ask your Admin to assign you access to the Account

Batch Update Accounts

You can download an Excel doc of your Accounts from Vinosmith, make changes to this file and upload it back to Vinosmith.

How to Delete or Make an Account Inactive

Deleting an account is a permanent action. ALL of its associated data (contacts, tastings, etc) will also be deleted.

What Is the "Delivery Times" Feature Used For?

The Delivery Times are specifically used for Vinlux integration.

How to Export Accounts

Your accounts can be exported into an Excel spreadsheet from Vinosmith.

Generate a Bill of Lading (BOL)/Packing Slip in Vinosmith

How to Enforce Pricing Based on Account Premise

Vinosmith has the ability to enforce an Account's premise type to a sub-set of all Prices on any single Wine based on that wine's premise ("On-Premise" "Off-Premise" or "Any.")

How to Merge Duplicate Accounts

Communication Templates

If your organization has a set of questions that all Accounts are prompted to answer this is a great way to standardize the capturing of that content.

Dashboard Charts: Potential Bar

Sales Rep Assignment read from QBD

How to Change Account Type

The Account Type specifies if an account is on- or off- premise.

Account or Corporate Group Based Commissions

How to Create a New Account

Please refer to your integration document to understand your organization's logic for creating accounts from QB.

Account (Premise) Types

How to Flag an Account as "Prospective"

Vinosmith allows you to mark an account as a Prospective account.

Account Priorities

Set Default Delivery Methods By Account

The default Delivery Methods can be set at the Account level.

Do Not Ship Flag (aka Allow Orders feature)

When the Allow Orders? flag is unchecked, the account will be flagged "Do Not Ship"

Monthly Average Sales Override - On Dashboard

The Sales Opportunities portion of your dashboard gives you a quick glance of your Monthly Sales Average and Upside Potential for each of your accounts within each of your priority levels. 

Snooze an Unloved Account

Snoozing an Account means it is temporarily removed from the priority list on the Dashboard.

Sales Opportunities and Potential Upside - How Does It Work?

The Sales Opportunities and Potential Upside on your dashboard will provide a snapshot of your average sales over the last four months.

Account Credit Limit

Specify an account's credit limit

Duplicate Account Flag

Batch Importing New Accounts

Vinosmith gives you the ability to upload multiple new accounts into your instance.