Order Processing

Alternate Payment Terms

For accounts with different payment terms than the standard company payment terms

Delivery Status (Admin Only)

Using the Delivery Status is optional and does not trigger any action or notifications.

Change Invoice Payment Terms

Create a Private Note

Any private notes entered during order entry or confirmation are visible in a purple box underneath the invoice details.

Edit a Confirmed Order (Admin Only)

Future Orders

Future Orders Settings (Admin Only)

Two Invoices for One Order

Delivery Methods (Admin Only)

Learn what delivery methods are and where they interact with your workflow

Changing Invoice Numbers during a Warehouse Change

How to migrate all Invoice Line Items to a new Warehouse and keep the same Invoice Number

Draft Orders

A Draft Order allows users to create potential order placements that have not been committed to by an Account.

Block Orders for Prospective Accounts

Insufficient Inventory Notification

How to Merge Unconfirmed Orders

This is an optional setting and needs to be enabled by Vinosmith. If you would like this setting enabled please contact help@vinosmith.com

Allowed Ship (Delivery) Days

Draft Order: Automatic Expiration and Notifications

Zero-out Lines on an Invoice

The zero-out lines feature becomes handy for sample orders. 

Routestar Order Export

Routestar is a 3rd party warehouse software that manages picking, packing and delivery.

Sending Invoices to Greystone for Delivery

Block Orders with Insufficient Inventory

Block Orders on Past Due Accounts

This setting restricts orders being placed for an account that is past-due.

How to Download an Invoice for an Order

What Does the Update Button Do? (admin level access)

The Update button on the Orders Screen serves many purposes like: overriding commissions (for that order), changing an invoice number, private note, etc.

What Does the Update Button Do? (rep level access)

The Update button on the Orders Screen allows you to update the payment source and/or add a private note within the order

Batch-Edit Order Delivery Status

OptimoRoute Integration

Batch Confirm Invoices

Vinosmith provides the ability confirm multiple orders at one time (batch)

Back Orders

This feature allows you to put items on backorder for a specific account. When the item(s) are back in stock, the backorder can be converted to an Active Order.

Delivery Status Definitions

Last Price Used

Display the Last Price Used for the Account & Wine pair in the Price dropdown during order entry

Pending Deliveries

How to use the Pending Delivery page to generate a file with multiple orders.

Routific Routing