Help Center  »  Ordering

All Ordering Articles


Recording Past Invoices

With BevSpot, you have the ability to record invoices for orders you may have already placed with your vendors. You’ll have the flexibility to record just your total spend on an invoice to track only top-line COGS, select certain items to track pricing on, or balance your entire invoice from any delivered order. From the Read the full article…


How can I get trained to use BevSpot?

There are a couple of ways to get trained to use your BevSpot account. BevSpot Training Center — Our free training center is designed to take you from novice to pro based on your actual day-to-day responsibilities. This method is best for people who benefit from a hands-off, classroom setting to learn! Full Setup & Read the full article…


Exporting Order Records

You can export any of your order records to Excel for accounting purposes… From the Order History page: Click on Download Chose which Vendor(s) you want to export your records for Select a Date Range Click the Download button Attach the files to any email to share with owners, teammates, or accountants Return to Video Guides


Invoice Upload

For easier record keeping without the hassle of holding onto piles of paper invoices, you can upload your vendor invoices to each order directly from your computer, tablet, or any mobile device On your computer… Click Upload Invoice Choose the file you’d like to upload from your computer and click Open This invoice is now attached to Read the full article…


Confirming Deliveries

From the Order History Page: Click View to the far left of the order you need to open Click Edit Order at the top of the page Match all the product quantities, prices, deposits, and additional adjustments to your vendor invoice Enter the invoice number, and Save Order making sure to update all pricing changes you have made here Click Read the full article…


Order History

Your Order History is where all of your historical order records live in your BevSpot account.  This is where you’ll need to come back to every week to start confirming your deliveries, and where you’ll be able to track your total spend over time with certain distributors. Charts & Tables With the graphs on this Read the full article…


Placing Orders

From your Cart page: Make any necessary edits on this page for quantity of product Leave any notes you need for your sales reps in the Your Note field of the order Once you are sure this order is correct, click on Review Order While reviewing the order, if you notice errors, click back to the Your Read the full article…


Using Smart Cart

Clicking on Smart Cart will add items to your shopping cart once the inventory level dips below your set par. Note: this change may require you to reexamine your pars. No pars in your account yet? You can also base orders off of your average weekly usage. We always suggest pars be set at 2–3 Read the full article…


Creating Items to Order

From within your Cart Builder: Select to Add Item Choose the option that says Create Fill out all the necessary fields and click Save Return to Video Guides


Adding Items to Order

From the Main Menu: Click on Ordering and select Cart Builder. Click on Add Item. Search for the item you wish to add. Click Add to Cart for the items you wish to order. Keep adding items, or close the catalog and continue building your orders for the week. Return to Video Guides


How do I add my colleagues to the order communication?

From the Main Menu… Click on Settings Click on Account Settings Enter the email address you want to be CC’d on all orders under Colleagues and click Save Add as many emails here as needed


What is the difference between placing and recording orders?

You have the ability to get your orders into BevSpot in two ways… Clicking on ‘Place Order’ will send your order to your sales rep AND log this order into your BevSpot account for Delivery Confirmation. Clicking on ‘Record Order’ will ONLY log this order in your BevSpot account and doesn’t send it to your Read the full article…


How do I manage my vendors?

Keep your vendor info up to date for easier ordering through BevSpot… Click on Settings and select My Vendors To add a new vendor, use the Add a Relationship drop-down to search for the new vendor Once it has been added, click on the vendor name and click Create Rep Fill in the fields for rep Name, Email, Cell Phone, and Read the full article…