On this page

• Create trade customer account
• Wholesale/trade discounts
• Place order
  • Internally place order
  • Wholesale/Trade account places order
• Set up separate product catalog for wholesale/trade
• Damaged or lost orders

IMPORTANT:

• This process should not be used for any other purpose.
• These orders will be on the reports with the producer listed as the shipper and license holder.

Create customer account

1. Log in to your Vinoshipper account.
2. Go to Customers > Add customer.
3. Fill in all the information for the competition organizer or whoever you need to ship the samples to.
4. Once created, click on Convert to Wholesale.
   NOTE: Once a customer account is converted to wholesale, you are not able to change it back.
5. Send an email to customerservice@vinoshipper.com with the state you need to ship to so we can make sure it is active for wholesale/trade orders. You only have to do this once per state.

Wholesale/trade discounts

You can set up "Automatic" discounts for wholesale/trade accounts so accounts can buy directly through your webpage and have the appropriate discount applied. These discounts will also be applied if you use the process below.

To set up a discount for wholesale/trade accounts:

1. Go to Products > Discounts.
2. Click + New Discount and choose Automatic Discount.
3. In section 2 of the discount set up, select the Audience box, then choose Wholesale/Trade.
4. Continue through the discount set up and click save. For more details on discounts, click here.

Place order

NOTE: Sales tax will not be charged on these orders.

Internally place order

1. Go to Orders > Place an Order.
2. Add the applicable products to the cart.
3. Add the wholesale/trade account by click on Customer Lookup.
4. If necessary, add or adjust any discounts.
5. Click Checkout and proceed through the checkout process.

Wholesale/Trade account places order

Wholesale/trade accounts can place their own orders when you have the Vinoshipper product catalog on your website. If you do not already have this in place, learn more here.

1. Send the buyer to your website and they can make a purchase as if they are a normal customer. 
2. Make sure any wholesale/trade discounts are set up. These will be automatically applied as long as they check out with the email address associated with the account.

Set up separate product catalog for wholesale/trade

If you would like to allow wholesale/trade accounts to place their own orders but need to limit which products they can purchase or have products that are only available to these accounts, take advantage of our custom product catalogs.

1. Follow these instructions to create a new product catalog.
2. Add only the products you are allowing wholesale/trade accounts to purchase.
3. If you are adding products that are only available to wholesale/trade accounts, make sure you mark the products as "Hide on main catalog".
   1. Go to Products > Product List.
   2. Click the Actions button next to the applicable product, then choose Edit.
   3. Scroll to Pricing Information and toggle on Hide on main catalog.
   4. Save the product. This will no longer show on your main product catalog, the one you are most likely using on your website.
4. Send wholesale/trade accounts the link to this custom catalog or create a new webpage with this new catalog.
   1. Go to Products > Catalogs.
   2. On your new catalog, click </> Show code.
   3. To add it to your website, follow Option 1.
   4. For a link to the Vinoshipper hosted version of this cart, click the button under Option 2 and copy the URL.

Damaged or lost orders

Please email customerservice@vinoshipper.com to replace a damaged or lost order. We will place a replacement order and follow up with UPS. This is free of charge to you, a part of the service that Vinoshipper offers!