Reports

Commissions not showing up in commission reports

As orders are captured Vinosmith will track the commission rate per line-item according to the Wine specific rate or the Supplier rate. Supplier and Rep Commissions added after orders are placed are not visible.

VIP Reporting

Vinosmith can generate VIP compatible files via Reports > VIP Report.

How does "Require Sales to be Placed by the Selected Reps" work on a report?

How to Schedule Reports

Several reports can now be scheduled for automatic sending.

Generate a Depletion (RAD) Report

Interactive Sales

With this tool, you can customize the view and filters to find what you’re looking for. You can also save this Grid State, which preserves the selected parameters and filters, so when you come back to this page, it’s always ready.

Fixing Number Formatting Issues in Excel

Learn how to fix number formatting issues in Excel, such as unexpected plus signs or decimal rounding.

How to Edit a Scheduled Report