Overview
Exporting your orders to share with a fellow Vinosmith Distributor is a fairly simple process.
The orders would be exported from your instance into an Excel spreadsheet that is already set in the template for import. The other Distributor can import that spreadsheet directly into their instance.
Step 1: Exporting Your Orders
Click on Orders
From the left-side menu, click on Export Orders
Click on Vinosmith Order Template
Select the appropriate parameters
Force Convert Quantities -- this option would be used if the receiving Distributor is in a different unit of measurement (bottles vs cases)
Click on Run Report
Step 2: Review and Prepare the Data for the Fellow Distributor
Please ensure that all required fields are correct and populated in the spreadsheet.
Tip: Please review the import instructions on the import page, so that the file is set up for a successful upload -- https://vinosmith.com/rep/orders_import/landing
All required fields will be outlined for you on this screen, so that the other Distributor will also know what needs to already be in their system for the data to be accepted by Vinosmith
Sales Rep(s): Their name and email information would need to be provided to the fellow distributor if the original rep should stay on the order. Otherwise, a rep from the fellow distributor can be assigned.
Product(s) and Wine Code(s): This information also needs to be in the fellow distributor's instance or the invoice(s) will be ignored.
Step 3: Send the Data to the Fellow Distributor and Import
In the Fellow Distributor's instance, click on My Account
Click on Manage
Click on Import Orders From File
Upload your file
Select the appropriate parameters
Please do a Dry Run
Dry Run option: This will be a test run without importing any orders, and it will inform you of what needs to be changed for the import to be successful.
Click on Import