Managing supplier wineries
How to add and manage the wineries you represent.
Supplier wineries (the producers you represent) have their own profile: company name, area, territory, identifying color, VAT number, tax code and SDI code, payment terms and legal terms.
You can set a minimum order amount or quantity, any additional costs, the reference carrier, and commissions — both active and passive — plus an optional price markup applied to their products.
As with customers, every supplier has sections for addresses, contacts, bank details and attachments, plus a dedicated Analysis view with sales statistics for that supplier.
- 1Go to Producers (the supplier wineries) from the dashboard or the menu.
- 2Click New to add a winery.
- 3Fill in company name, area/territory, VAT number and tax code.
- 4Set payment terms and, if applicable, a minimum order amount or quantity.
- 5Define active/passive commission and any price markup.
- 6Add addresses, contacts and bank details in the sections below.
- 7Save the record.