For accounts with different payment terms than the standard company payment terms
Any private notes entered during order entry or confirmation are visible in a purple box underneath the invoice details.
Learn what delivery methods are and where they interact with your workflow
How to migrate all Invoice Line Items to a new Warehouse and keep the same Invoice Number
A Draft Order allows users to create potential order placements that have not been committed to by an Account.
This is an optional setting and needs to be enabled by Vinosmith. If you would like this setting enabled please contact help@vinosmith.com
The zero-out lines feature becomes handy, especially for sample orders.
Routestar is a 3rd party warehouse software that manages picking, packing and delivery.
This setting restricts orders being placed for an account that is past-due.
The Update button on the Orders Screen serves many purposes like: overriding commissions (for that order), changing an invoice number, private note, etc.
The Update button on the Orders Screen allows you to update the payment source and/or add a private note within the order
This feature allows you to put items on backorder for a specific account. When the item(s) are back in stock, the backorder can be converted to an Active Order.
Display the Last Price Used for the Account & Wine pair in the Price dropdown during order entry