Bill Backs for Items on Sample Orders

The Sample Bill Back field is located in an individual product's properties section, right below the Laid In Cost value.

The Sample Bill Back value will not be affected when line items are zeroed out using the Zero-Out Line Items option on a sample order.

Please note: At this time, there is no way to surface bill backs or credit memos on the invoice or transmit this information to QuickBooks. 

Reports that include Sample Bill Back values

Please check the box labeled "Include Samples?" option in each report.

• RA5 - Depletion by Producer

• RA6 - Depletion by Supplier

• RC12 - Samples

• Gross profit by Producer and Account

• Gross profit by Importer

To update the Sample Bill Back field on an individual item:

1. Click on the Wines tab

2. Click on the product

3. From the left menu, click on Edit Wine

4. Scroll down to the Financial section, key in the ($) amount in the Sample Bill Back field

5. Click on Save Changes

To update the Sample Bill Back field using the Wine Properties import/export flow:

1. Export your data

   • Click on Wines

   • From the left-side menu, click on Export Properties

   • Check the box labeled "Active Only?"

   • Click on Export

     • Tip #1 - Please save a copy of the original file before making any changes

     • Tip #2 - Please review the Import Instructions so that you know which columns are required -- https://vinosmith.com/rep/wines/properties/import_intro

     • Tip #3 - We recommend doing a test import of about a handful of products to ensure the update is working as anticipated

2. Update your data

   • Make your changes as needed

   • Save your file

3. Import your data

   • Click on Wines

   • From the left-side menu, click on Import Properties

   • Upload your file

   • Click on Import