Getting Started

Calculate and add Redemption Products to Invoices.

As of January 1, 2024, California has required the implementation of Redemptions on Invoices. Please watch the video and read the instructions on configuring Redemptions for your organization.

How to Activate Your Organization for Marketplace

Ready to use the Marketplace? Here is the basic setup/preparation required to prepare your Marketplace for Buyers!

Change my Password

What does "supplier" mean in Vinosmith?

Add a New User (Sales Rep or Admin)

Only Admin users can create new users

Enable Archiving of my Email Correspondence with an Account

When you send an email to an account contact you can BCC: to a special Vinosmith address, Vinosmith will grab the email and archive it under that Account and Contact. Additionally, a Communication entry attached to that email will be created.

Batch Update Wine Properties

You can easily update or change wine information in batches, making the process more convenient and efficient for you.

How to Order/Setup Samples in Vinosmith

Create and Manage Regions for Accounts

Taxes On Invoices

Vinosmith supports Taxes on Invoices.

Sales Rep First Steps: Getting started with Vinosmith

Vinosmith is designed to be easy to use and to maximize sales opportunities and client management. With these easy-to-follow instructions, you will be up and running on the Vinosmith platform in no time.

Price Books: How to Get Started

Updating the Supplier Invoice Template (Admin Only)

Admins: Learn all about how to update the address or appearance of your Vinosmith Invoices. The template is static but you can customize what information is shown on the invoice.

Update the Invoice Number Sequence