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:
- Click Set Up in the sidebar.
- Click Client Billing.
- From the Service Orders tile, click Configure.
- From the Service Order window, you’ll need to specify the following:
- Order Number
- Price List
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.
- Click Save.
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