Recently we conducted a product demonstration for a potential client that is in the business of wine importing and exporting. We were engaged to find the right solution for a wine importer/exporter. They buy and sell locally and internationally across three different channels – retail, wholesale and online. We were engaged to conduct a scope call and help find a new business system that connects with Xero, so the business can move from their current MYOB solution that was slow on the network across their many users.

The purpose of a scope call is to understand the business processes and what the business needs, so we can find the right add-on solution and confirm that Xero itself is even the right fit.

The Right Add-On Solution

We found two possible solutions for the client and in preparing the demonstration files I thought why not share how I did it.

The two solutions that we came up with were:

  • Vinsight (winery/food & beverage distribution software) with Vend (online POS system), or
  • CIN7 (online inventory management and retail solution)

In preparing the demonstration, I went through setting up suppliers, products, customers and warehouses in each one ready for the demo. If you see a link below, then you can read the article about how I did it.

  • Add a supplier in Vend
  • Add a supplier in Vinsight
  • Add a supplier in CIN7
  • Add a product with variants and composites in Vend
  • Add a product with variants and volume conversions in Vinsight
  • Add a product with variants and alternate units of measure (UOMs) in CIN7
  • Add a customer in Vend
  • Add a customer in Vinsight
  • Add a customer in CIN7
If you want to find out which solution our client chose was the right solution for them, subscribe on the form below to be the first to know when the article is up.