You can now assign iControl as the payment provider and export only the orders where the account uses iControl.

If your organization has a specific iControl Supplier Identifier, please reach out to help@vinosmith.com so we can store this value for you during exports.

There are three steps to enabling this function.

Part 1: Contact help@vinosmith.com and let us know if you have a Supplier Identifier to be populated.

Part 2: Assign the payment provider to the account.

Part 3: Export Orders to iControl (Admins Only)

Part 2: Assign the payment provider to the account. Payment Provider is visualized on the right column on the account page

  1. Go to the Accounts page
  2. Click on the account you wish to make an iControl account
  3. On the left-hand side, under the account name, click Edit
  4. Scroll to the Invoicing / Delivery section
  5. Click the drop-down menu for Payment Provider and select iControl

    • Note: Assigning the Payment Provider as iControl does not change the payment terms on the invoice. You will also need to assign the Payment Terms: Label that matches the terms of an Alternate Payment Term that is aligned to your iControl terms. Please see the Knowledge Base article about creating Alternate Payment Terms

  6. Click the blue Save button

Part 3: Export Orders to iControl (Admins Only)

  1. Go to the Orders screen
  2. Click on Export orders
  3. Select iControl
  4. Select the supplier from the drop-down menu
  5. Toggle Account Payment Provider to iControl
  6. Select a date range
  7. Click the blue Export button 
  8. Upload the Excel file to iControl

Corporate Account Groups

You can populate the iControl Chain Identifier at the Corporate Account Group level. If available and the Account is linked to a Corporate Account with an iControl identifier populated, then it will be inserted into the export.

Specifically, populate the External Identifier(1) field on the Corporate Account Group, accessible via the Edit screen on the single Corporate Account.