Pre-requisite:

  1. Configuration performed by you - the Customer
  2. Configuration performed by Vinosmith

Configuration: Performed By You The Customer

You must populate all Wines VIP Supplier ID and VIP Distributor ID fields for each wine. You can get these values from your VIP Account Manager / Support contact. You can use the Excel Wine Properties Import/Export flow to batch populate these values.

Configuration: By Vinosmith

Meanwhile please notify Vinosmith via the Help Desk (help@vinosmith.com) that you would like VIP reporting enabled and provide Vinosmith with your Parent Distributor ID value. This is a 5-character numerical-like value; it probably looks something like 00842.

Accounts and Wines Identification

When running the VIP Report you will be asked how to identify Accounts.

Your Vinosmith and VIP Wines are identified (reconciled) via the VIP Supplier and Distributor ID values you will populate.

Accounts can be identified in a couple of different ways:

  1. Numerical Account ID (the Vinosmith Account ID, automatically generated by Vinosmith).
  2. Account Code that you have populated.
  3. Account Warehouse Code that you populated.
  4. Account External Identifier (1) that you have populated.

If you have already on-boarded your Accounts to VIP then you will probably not have (1) in place. Most likely there is some code-like value that is in one of the other fields. 

If you have never submitted any Accounts to VIP then you are working with a clean slate and the choice is up to for this first time, and the same method should be used for subsequent runs.