The steps below assume Zephyr integration has been activated on the admin panel. 
Please reach out to help@vinosmith.com for more information.

Due to how Zephyr works, the workflow is a multi-step process only partly automated by Vinosmith.

It is a multi-step process because the Order file that Zephyr accepts does not contain all of the Customer data for that order (e.g., name, shipping address, delivery instructions, etc.). The order file only includes the line-item information. However, Zephyr needs all the order information to fully process the order, not just the line items.

Thus, the overall process involves sending Zephyr the line-item information and then, later, following up with the complete invoice information.

Zephyr Customer Code and Item Codes

Zephyr generates and maintains its own wine and account codes, which must be entered into Vinosmith. These codes will be used when Vinosmith generates the files.

Zepehyr Customer Codes

Please note that it's up to the customer to get these Customer Codes from Zephyr.

Once you receive these codes, update the accounts in Vinosmith and populate the Warehouse Code field with the Zephyr Customer Code. If an account has multiple shipping addresses (or alternate addresses), it must be set up as a separate account and thus have a different warehouse code.  

Zephyr Item Codes