Flags
Searchable? - When unchecked, this wine will never appear in global search or order-entry autocomplete.
Discontinued? - The item has been discontinued. When the item is searched, "Discontinued" will be next to the item's name in the results. It's also marked as "Discontinued" at the wine level.
Taxable? - This should be checked if your organization applies taxes to wholesale orders and is leveraging the tax functions in Vinosmith.
BTG? - "By the glass" is a flag that tags the item as BTG on the Wines page and Price Book filters; this is not related to the item's actual pricing.
Inventory Item? - By default, items are flagged as "Inventory Items." Items considered non-inventory might include broken-case fees, shipping fees, etc. Non-inventory items are excluded from select reports.
Include on Packing Slips? - The item will be included when generating and printing packing slips. If this option is unchecked, the wine will be excluded from the packing slip regardless of whether the wine is included in an order.
Include on Price & Tasting Sheets? - The item will be included when generating a Price Book and/or Tasting sheet. If this option is unchecked, the wine will be excluded from the price book and/or tasting sheet, regardless of whether the item is part of the portfolio.
Admin Only? - Item will only be visible to admin users.
Orderable by Reps? - Both admin and sales rep users can order the item. If this option is unchecked, the sales rep can see the wine but cannot place it on an order. They would have to request an admin to add it to the order.
Manager Approval? - This is simply a flag and does not trigger an action if enabled. Its purpose is to inform the user that they can order the item, but should request approval before adding it.
New Vintage in Stock? - The item has a newer vintage available. If an item is flagged New Vintage in Stock = Yes, the inventory box per item shows this information in green on the new order form.
Samples Allowed? - If "no," this flag only restricts the item from being placed on an account that is flagged as a sample account. It does not restrict the item from being placed on a non-sample account.
Other Flags
EDI Export? - Most Warehouse Order Exports (Vinlux, CWE, Hanover NJ, etc.) don't support arbitrary items such as sample fees, discount fees, split case fees, etc. These should be excluded from warehouse exports. Selecting this option ensures those items are excluded from supported warehouses.
Redemptions: Primarily used for CA CRV Redemptions.