The steps below assume CBA integration has been activated on the admin panel. Please contact Vinosmith Support help@vinosmith.com for more information.

Workflow in Vinosmith

  1. Confirm Orders: during order confirmation, choose the Generic option for Deliver Via. 

  2. Under the Orders tab, click on Pending Deliveries on the left.

  3. The Pending Deliveries page lists all Orders that have been recently confirmed and are ready to be submitted to CBA.

  4. Check the box next to each Order you would like to be in the batch you are about to generate.

  5. At the bottom of the page is a menu With selected export to: and choose Convoy Beverage Alliance: Download Export.

  6. Vinosmith will generate the Order file, which will be downloaded to your computer.

  7. Login to CBA and upload the generated file.

  8. If the CBA import process is successful, then go back to Vinosmith (tip: keep Vinosmith open in another tab/window), and from the same Pending Deliveries screen, click on the checkbox for the same orders you had selected previously and this time choose With Selected: Mark as Processed to mark them as fully processed and remove them from the delivery queue.

Please direct your questions to CBA regarding uploading the order file to their portal.