The Greystone integration in Vinosmith allows you to confirm orders; then choose multiple orders to send to Greystone at once.

Please Note: Your Vinosmith Account Names must 100% match the Greystone Account Names. Greystone does store all account names in UPPER-CASE, and Vinosmith will automatically convert your Vinosmith Account Names to upper-case during transmission. But other than the casing differences, the values themselves must 100% match. Failure to have a match will cause that particular Invoice to be rejected.

In addition: all Vinosmith Wine Codes must also 100% match the values in Greystone.

Adding a new Account to Greystone is outside the scope of the current integration, and that is done manually within the Greystone system

Workflow

  1. Create an Order and confirm it: choose Deliver Via: Greystone in the confirmation pop-up

  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 Greystone.

  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 to Submit to Greystone.

  6. If you do not receive an email from Vinosmith, the invoice was accepted and removed from the Pending Deliveries screen.
  7. If Greystone rejects any Invoice(s) due to an invalid account name or invalid wine codes, you will receive an email from Vinosmith. You can then make the necessary adjustments and re-submit. That invoice will remain on the Pending Deliveries screen until Greystone accepts the Invoice and removes itself from the Pending Deliveries screen.