How do I add a new owner (client) and set their auto code?

To add a new owner (client) to your vintrace system open the Address Book and use the Add Organization button. Tip: The address book can be accessed from most winery operation screens by clicking the little Rolodex icon next to the Operator. Otherwise you can click the Rolodex icon at the bottom of the vintrace desktop.

Ensure you give the Owner a name and fill out any other detail you want stored in the Address Book, including address details.

Select the Roles tab and assign the Owner role. Select the Owner entry in the list to set more specific settings, such as the Auto Code for the owner which can be used as a shorthand way to search and select owners throughout vintrace