Delivery methods indicate where the items are coming from. Typically, they indicate the warehouse from which the items are being shipped; however, the delivery method Generic is often used for manual deliveries or to generate warehouse-related documents such as a PDF of orders, a Driver Manifest, a Bill of Lading, or a Pick List.

If Vinosmith has established a Generic Delivery Method configured to generate batches, you can utilize the Pending Deliveries as follows:

  1. During Order confirmation, choose Deliver Via: in the confirmation pop-up. This will send the order to the Pending Deliveries screen

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

  3. The Pending Deliveries page lists all recently confirmed orders.

  4. Check the box next to each Order (or use the "Select All" link) 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:"  and choose the document type. Vinosmith will generate the file and download it to your computer.

  6. If needed, repeat the above order selection process and select a different document to download from the With Selected: action dropdown.

  7. To remove the orders from the screen, "With Selected:(Delivery Status: Sent to Warehouse)  to mark them as fully processed and remove them from the Pending Deliveries screen.