Setting Up Service Orders

A service order represents a client’s winemaking contract with you and links them to a price list that represents your fee schedule for the client.

You can create, edit, or deactivate service orders from the Winery Setup window (Setup Options > Billing > Service Orders).

Adding a Service Order

To create a new service order:

1. Click  Set Up in the sidebar.
2. Click Client Billing.
3. From the Service Orders tile, click Configure.
4. From the Service Order window, you’ll need to specify the following:

• Order Number
• Client
• Price List
• Vintage

You can also specify the Payment Terms and Notes, and details about installment charges and the installment schedule.

You can also configure a default service order for the client in vintrace’s address book. When a new wine batch is created for the client, it will default to the specified service order. To configure a default service order for the client, view the client’s details in the address book, then click Edit beside the role.

5. Click Save.