Please contact help@vinosmith.com to enable this feature.

First Steps (for Admins)

There are two essential steps that an Admin needs to do for the Price Book function to work correctly:

1. Create the price book template to be used for price book exports. Creating a template will set up the general formatting for your reps. Once you do this, they can quickly make and export a price book from the Wines page.  

2. Update each producer with the pertinent information to be displayed on any export. 

1. Setting Up Your Price Book Template (Admin only)

1. Go to the admin panel by clicking on My Account in the top right

2. Click Manage on the upper left of Your Profile page

3. Click on Manage Price Book Template under the Manage section on the left-hand navigation

4. Click Create A New Template on the upper left
   

   • Create a title (this is an internal value)

   • Click on Save

5. Click on the template name you just created

6. Populate the template with your selected options

   • Note: the company logo used on this template is stored at the My Account level

   • Table of Contents -- checking this box will include a table of contents in your price book automatically

   • Cover Page -- this option allows you to attach your own cover page (pdf) or create one within the template

   • Trailer Page -- just like the cover page, this option allows you to attach your own trailer page (pdf) or create one within the template 

7. Select Save

2. Update Your Producers' Information (Admin only)

Two fields at the Producer level organize the price book: Country and Region. There is also a place to add information about the Producer.  

• Click on the Producers tab

• Click on a Producer

• Next, click on Edit

  • The following items are used in the price book

    • Country

    • Region

    • About/Info

    • Farming Practice