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Finance Overview

Last update: 9/3/2014

Our finance module in the WineDirect fulfillment portal provides reporting and backup for invoices as well as numerous Vintage Funds reports.
 

  • Invoice Backup provides all data related to shipment invoices.
  • Vintage Funds Activity displays 3Tier order transactions including the balance of Vintage Funds escrow accounts
  • Vintage Funds Pending Order displays a list of all 3Tier orders that have not yet shipped.
  • Vintage Funds Payments displays all payments that have been made to the winery or retailer with associated backup
  • Vintage Funds Transactions displays an expanded financial payment breakdown of each 3Tier transaction
  • Vintage Funds Retail Transactions displays all retail transactions for the retailer. 
  • Vintage Funds Wholesale Transactions displays all wholesale transactions for the wholesaler.