Off the Vine Sales Rep’s Guide to using
eBev as an Ordering Portal for your Customers
Watch our how-to video or follow the steps below to master eBev
How to Place an Order
1 - Raise an Order
Login and go to your Customers tab, scroll down to accounts. You can use the search bar to find your customer and select Raise an Order.
2 - Search Products
Find the product(s) in your portfolio you wish to add to the order and select them.
3 - Add your Customer’s Discount
This is when you can add a individual persistent discount for your customer. You may add a dollar amount or a percentage, this discount will be saved and applied on future orders for this product.
4 - Place Your Order
Review and click on Place Order, this will shoot through the integration to MYOB. Off the Vine Customer Service Team will review the quotes in MYOB and convert these to a Sales Order / Invoice and send to 3PL for pick & pack as per existing process.
Set up your Customer to Self Service Order
1 - Set up your Customer
Login and go to your Customers tab, scroll down to accounts. Use the search bar to locate your customer and click on Venue Details.
2 - Manage Order Sheet
Once in the customer account, navigate to Manage Order Sheet and select.
3 - Select Products
Search and select all the products this customer purchases so they are set up ready for them to quick order.
4 - Save Persistent Discount
Make sure to add in any discounts so that they are saved against this customers products. You may add by percentage or dollar amount per unit. This discount will be added automatically each time this product is ordered.
Inviting your Customer to Access eBev
1 - Invite your Customer
Now that you’ve set up your customer’s Quick Order Sheet invite them to access eBev and self service order. In your customers account select Invite a New User.
2 - Customer Details
You will need to populate the customers email, first name and last name. Please ensure this email is correct otherwise they will not be able to place orders.
3 - Customer Contacts
The customer will be added to the venues contacts, you will see when they have accepted your invite. You may re-send it if you need to (be sure to double check the email if they ask).
4 - Customer Activation
To activate their account your customer will simply follow the prompts from this activation email and choose their password.
Send your Customer our how-to video for self service ordering
How-to order OTV using eBev
Send your customer our 20 second video on how to access their OTV Quick Order Sheet and search for more products from your portfolio.
Follow this link to send your customers their own instructional page.
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