Bill & Holds

A Bill & Hold is a facility to invoice a customer up-front and then use the Allocation system to create additional invoices, which are zeroed out automatically. And inventory is maintained via the allocation system.

The Bill & Hold system must be enabled before use by Vinosmith Support.

Bill & Hold User Experience

When B&H is enabled, two additional tabs are surfaced. 

1. There is a Bill & Holds sub-tab under the Orders tab.

2. Additionally, under the Orders main screen in the left-hand navigation, a Bill & Holds link is surfaced. This is where you go to create a new Bill and Hold.

3. Under the Allocations tabs (Accounts > View Allocations), an additional Bill & Holds tab is surfaced. This is where you go to view existing B&H Allocations.

Creating your First Bill & Hold

Go to the Orders tab and click Bill & Holds in the left navigation. Then click on New Bill & Hold in the left navigation. Proceed to create the parameters of the Bill & Hold, which is essentially like an Order.

This is creating the Parent Bill & Hold Order.

Create the parent order, which will create what appears to be a normal order. You can edit it as necessary (perhaps update the delivery notes?). 

Upon confirmation of the parent Bill & Hold Order, an Allocation will be created, also known as a Bill & Hold Allocation.

This B&H Allocation will be automatically confirmed upon creation.

This parent B&H Order and B&H Allocation records can be accessible under their respective new sub-tabs.

Process this B&H Order like normal. 

Creating Child Bill & Hold Orders

After the B&H Order and Allocation have been created, creating any other order that matches the same criteria as that B&H Allocation will be automatically applied to it (like normal). Additionally, upon placement, the order will have its prices zeroed out.

This is because the original parent B&H Order has already been paid for by the Customer.

Inventory