3.2.1 How to Use Custom Templates in Microsoft Word for Work Orders / Cellar Notes

This feature was updated in vintrace Version 6.1.1

In countries outside of USA, a Work Order is referred to as a Cellar Note. In keeping with regional terminology differences, please substitute Work Order for Cellar Note below.

For existing customers, vintrace will continue to use the format you have currently selected in your system. However, you can switch to using the new Word-based templates pretty easily.  For new customers, MS Word (v6+) will be selected by default. We include a set of default templates with the update, and also allow you to customize them.

For information on creating custom print templates, click here.

Enabling Word-based Work Order Templates

Go to Winery Setup – Workflow – Defaults and go to the Production subsection, Printed Work order format and select MS Word (v6+) to use the new custom templates either at a system, winery level or a user level.

Configuration

To set up custom print templates, go to Winery Setup –Templates – Custom print templates.

Winery setup - custom print templates

Add a meaningful name to your template, and the Report Type set is by default MS Word (v6+).

Create print template 2

Select a section where you want to use your custom template. For this example, we selected “Additive”.

Create print template 3

Click on the file upload icon.Create print template 4

Click on Browse button and select the custom template you want to use and click on Send to upload the file.Create print template 5

You can add general instructions and note indicators to your custom print template.Create print template 6

Clicking on Add line button allows you to add another section. Then click on Save button.Create print template 7

Using Custom Templates

To use the custom print template you created, go to the work order writer. Click on the spanner/wrench icon.

Use print template 1

Select the template and file format you want to use in the Print Template section.Use print template 2

When you save the work order, you will save a file of the selected format using the selected custom print template.

 

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