Pre-requisite:
Configuration performed by Vinosmith
Configuration performed by you - the Customer
Configuration: By Vinosmith
Meanwhile, please notify Vinosmith via the Help Desk (help@vinosmith.com) that you would like VIP reporting enabled and provide Vinosmith with your Parent Distributor ID value. This is a 5-character numerical-like value; it probably looks something like 00842
Configuration: Performed By You The Customer
You must populate all Wines VIP Supplier ID and VIP Distributor ID fields for each wine. You can get these values from your VIP Account Manager / Support contact. You can use the Excel Wine Properties Import/Export flow to batch populate these values.
VIP Report
Accounts and Wines Identification
When running the VIP Report, you will be prompted to select how to identify Accounts.
Your Vinosmith and VIP Wines are identified (reconciled) via the VIP Supplier and Distributor ID values you will populate.
Accounts can be identified in a couple of different ways:
Numerical Account ID (the Vinosmith Account ID, automatically generated by Vinosmith).
Account Code that you have populated.
Account Warehouse Code that you populated.
Account External Identifier (1) that you have populated.
If you have already onboarded your Accounts to VIP, then you will probably not have (1) in place. Most likely, some code-like value is in one of the other fields.
If you have never submitted any Accounts to VIP, you are starting with a clean slate, and the choice is yours for the first time; the same method should be used for subsequent runs.
Important
VIP has a 10-character limit for wine codes. Vinosmith will truncate all codes in the file to 10 characters.