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Featured articles

• Sales Rep Training Videos
• Calculate and add Redemption Products to Invoices.
• How to Activate Your Organization for Marketplace
• Update Primary Bank Account (Payrix)
• Adding Older Invoices to Trade Portal
• Vinosmith's Search Engine

Marketplace

• What is Vinosmith Marketplace?
• Marketplace FAQs
• Image Acquisition Service and Scraping Options
• What Does the Marketplace Experience Look Like For Buyers?
• How Will I Be Notified Of A Marketplace (Trade) Order Request?
• How Quickly Is My Data Refreshed In Marketplace?
• How Can I Invite Buyers to My Marketplace?
• How to Enable Wines for the Marketplace
• View all articles in “Marketplace”

Fintech

• Export Orders to Fintech
• Flag Accounts with Fintech

Vinosmith Payments (Vinopay)

• What is Vinosmith Payments (VinoPay)?
• Update Primary Bank Account (Payrix)
• How do I get started with Vinosmith Payments?
• What are the Fees for Vinosmith Payments?
• What is the Payment Experience for my Customers (the Account Contacts / Payers)?
• Where do I access the Payments system?
• What kind of notifications will I receive?
• Adding Older Invoices to Trade Portal
• View all articles in “Vinosmith Payments (Vinopay)”

Getting Started

• Calculate and add Redemption Products to Invoices.
• How to Activate Your Organization for Marketplace
• Change my Password
• What does "supplier" mean in Vinosmith?
• Add a New User (Sales Rep or Admin)
• Enable Archiving of my Email Correspondence with an Account
• Batch Update Wine Properties
• How to Order/Setup Samples in Vinosmith
• View all articles in “Getting Started”

Goals and Allocations

• Allocation vs Goal
• Focus Campaigns

Corporate Account Groups

• Using Corporate Account Groups
• Price Management for Corporate Groups

Purchase Orders

• Create and Receive Purchase Orders in Vinosmith
• Add logo to a Purchase Order
• On-Order and Pre-Arrival Quantities are Wrong
• Purchase Orders - Converting USD to Euros
• Apply Payments to Purchase Order
• Purchase Order Template (Admin Only)

General

• What does "Accounts: hide inaccessible" do?
• How do I add Keywords to an Account or Item?
• Vinosmith's Search Engine
• What are External Identifiers used for?
• Add Custom Fields to Items and Accounts in Vinosmith
• Delivery Route Routing - 3rd Party Options
• Share Reports Features
• What are Shipment Types?

Frank Family

• Frank Family - Export Orders

Account Management

• Account Loves
• Allow Sales Reps to Create Accounts (Admin Only)
• Assign Accounts to Sales Reps (Admin Only)
• Batch Update Accounts
• What Is the "Delivery Times" Feature Used For?
• How to Delete or Make an Account Inactive
• Export Accounts?
• Generate a Bill of Lading/Packing Slip in Vinosmith
• View all articles in “Account Management”

Quickbooks

• Map a Vinosmith Record to a Quickbooks Record
• How to Map a Wine to a QB Item
• Reading Credit Memos from Quickbooks

Warehouses

• How to make a warehouse primary
• How to setup Sidekick Delivery Integration
• How to download a single PDF containing multiple invoices
• Sidekick: Non-Inventory Items
• Export Orders to Western Carriers
• Fond du Lac / Chilled Solutions Order Processing
• Submit Orders to Convoy Beverage Alliance (CBA)
• Submit Invoices and Purchase Orders to ALBA Warehouse
• View all articles in “Warehouses”

User Management

• Add a New User (Admin Only)
• Vinosmith Calendar
• How Do Sales Rep Commissions Work?
• Edit or Disable a Rep or Admin User (Admin Only)

Account Receivables

• Message Saying an Account is Past Due?
• Automatically Flagging Past Due Accounts
• Supplier Commission Invoice Emails
• Customize A/R email copy
• Edit Accounts Receivable Email
• Second Past Due Notification
• How to Delete a Payment (Admins only)
• Notify Invoice Contacts for A/R?
• View all articles in “Account Receivables”

Wine Price Management

• How do I add/edit prices for my Wines?
• Pricing Display Order
• Can I export wines with no price information?
• Batch Export Prices
• Pricing Groups: Locking Prices by Sales Reps
• How do I add Admin Only Pricing
• Batch Import Pricing
• Record Bill Back Value (Admin Only)
• View all articles in “Wine Price Management”

Wines & Producers

• Delete/Disable a Wine
• Create a New Producer
• Copy Wine Properties to Another Wine
• What is a Product Family?
• How are Vendors used in Vinosmith?
• Re-assign Wines from one Producer to Another

Suppliers

• Add a Supplier
• Assign Zones to Suppliers
• Change the Reply-To Email Address for Invoices
• Set Up an Importer
• Supplier Commission Receivables (Admin Only)
• Deliver Weekly A/R Email to Suppliers

Allocations

• Allocation Approval Notification Settings
• Allocations - Automatic Expiration (Admin Only)
• Create an Allocation by Rep, Account, or Corporate Group
• Allocation Quantity and Default Price populate new orders.
• Auto-Approve Rep Allocations
• Pre-Sale Allocations
• Editing or Deleting an Allocation
• Bill & Holds
• View all articles in “Allocations”

Billing

• Update Vinosmith Billing Card on File

Reports

• Commissions not showing up in commission reports
• VIP Reporting
• How does "Require Sales to be Placed by the Selected Reps" work on a report?
• How to Schedule Reports
• Generate a Depletion (RAD) Report

My Account

• Add/Remove People from Getting Email Notifications About Orders
• View Sales Chart for All Sales Reps (Admin Only)
• What are Externally Accessible URLs?
• Notifications via Outbound Email Keys
• Activity

Vinlux

• Submit a Batch of Orders to Vinlux
• Add New Accounts to Vinlux
• Batch update inventory downloaded from Vinlux portal
• Vinlux: Non-Inventory Items
• Find Vinosmith Order from Vinlux Orders PDF
• VinLux EDI Error Code Key
• How to Add Multiple Vinlux Delivery Methods

Invoices

• Create & Apply a Vinosmith Credit Memo to an Invoice
• Specify Alternate Addresses on Invoices
• Invoice Prefix (Admin Only)
• Master Invoices
• How do I Void an invoice?
• Total Wine Invoice
• Dynamic Payment Terms (Texas, Nevada, Maryland only)

Contact Management

• Batch Create/Update Contacts
• Export all my Account Contacts
• Send a Mass Email to my Account Contacts
• Notify Contacts During Order Confirmation
• Account Contact Opt-In Options

Order Processing

• Alternate Payment Terms
• Delivery Status (Admin Only)
• Change Invoice Payment Terms
• Create a Private Note
• Edit a Confirmed Order (Admin Only)
• Future Orders
• Future Orders Settings (Admin Only)
• Two Invoices for One Order
• View all articles in “Order Processing”

Inventory Management

• Add a Warehouse / Inventory to a Wine
• Bottle Conversions
• Capture Pre-Arrival Wine Inventory
• Export Current Inventory
• Lock a User to a Certain Warehouse (Admin Only)
• Manually Over-ride an Inventory Number?
• Inventory Alert Notifications For Single Wines (Admin Only)
• "On Hand" and "Pending Sync"
• View all articles in “Inventory Management”

Mobile Access

• Access Vinosmith on my Phone
• Downloaded Vinosmith from the Apple App Store but I Cannot Login

Wine Management

• Specify Varietals for a Wine
• Edit a Wine's Supplier (Admin Only)
• Batch Disable Wines
• What is a Wine Interest and how do I create one?
• Export Data & Prices to SevenFifty
• Create Wines Based on Existing Wines
• Merge SKUs
• Creating Non-Inventory Items (Quickbooks)
• View all articles in “Wine Management”

Tastings

• Attaching a Bottle Shot or Label Image to Individual Wines
• Change the Tasting Order of Wines
• Create Copies of the Same Tasting (Cloning)
• How to Create/Export a Tasting Sheet
• Updating your Wine Preferences to be Reflected on the Tasting Sheet
• CreateTasting Sheet Display Notes

Quickbooks Desktop

• Batch Edit Customers via Excel to Import to QBD
• Create a QB Customer from a Vinosmith Account
• Create Invoices from Vinosmith Orders (QBD)
• Batch Edit Items via Excel to Import to QBD
• Define Item Custom Fields in Quickbooks
• Export my Customers from QB into the Vinosmith Accounts Template
• Export my QB Data such as Customers or Items
• Install & Configure the QB Web Connector
• View all articles in “Quickbooks Desktop”

Training Videos

• Sales Rep Training Videos

Reminders & Calendars

• Embed a Google Calendar into my Dashboard
• Import a Calendar Feed into iCal (OS X) or Outlook (Windows)

Quickbooks Online

• Authorize Vinosmith to Connect to Quickbooks Online
• QBO: Create Invoices from Vinosmith Orders
• Create a Quickbooks Invoice from an Order
• Populate Sales Rep Information onto my Quickbooks Online Invoice
• Update Vinosmith with New QB Customers and Items
• Batch-Edit Items via Excel to Import to QBO
• Tracking QBO Purchase Orders
• Push Wines to Quickbooks Online
• View all articles in “Quickbooks Online”

iControl

• Export Orders to iControl
• Flag Accounts for iControl

Quickbook Error Message

• What can cause an "IteratorID" is not valid error?
• Quickbooks Error: 3240
• What does Quickbooks Error: 3120 mean?
• Quickbooks Error: 1
• Quickbooks Error 3180 - The internals could not be locked
• Quickbooks Error: 3391 ReceivePaymentQueryRq
• Error: A business validation error has occurred while processing your request
• Quickbooks Error: 3200
• View all articles in “Quickbook Error Message”

Redemption Handling

• Initialize a new Supplier with Redemptions
• CRV - How to Remove a CRV Line Item

Invoices

• Supplier Distributor Link (SDL) For Brokers

Provi / SevenFifty

• Share my Data with Provi / SevenFifty