Watch a video tutorial on YouTube
The Bulk wine search allows you to quickly locate bulk products by common search criteria such as Batch code, Batch owner, Vintage, etc. Once you have your search results, you can then request lab work, chart lab results, create work orders and export your results to Excel or PDF format. You can also save your search criteria so you can reuse it later.
Accessing Bulk wine search
You can access the Bulk wine search by clicking on Search Menu > Advanced Searches > Bulk Wine Search.
This will bring up the Bulk wine search in collapsed mode. Click on More options to show the full expanded mode.
Basic search filters
The following are the basic search filters in the Bulk wine search:
- Batch code
- Batch owner
- Wine color
- Designated varietal
- Designated Sub AVA (Region)
- Product state
- Winery (for multi winery mode only)
Adding search filters
You have the option to add more filters by clicking on the Add a filter button then selecting the filter you want to add.
In the example below, we have added the Additive filter.
You can add multiple filters to your Bulk wine search and a description of each filter is provided.
Managing columns in the search results table
After you have selected your filters, click on Search button to see the results in a table format. You can change the columns displayed in the search results table by clicking on More options and adjusting the Columns section.
The Selected section is the fields that will be output in the result. Simply highlight and click the Right Arrow or drag and drop to select that particular field. You can also add metrics (lab results) to the search results table to see the latest results for your wines.
Requesting work from the Bulk wine search
Once you have a list of products from your search results, you can request lab work, chart lab results, start transfer operations, and create work orders by clicking on the products you want to select then click on the Actions button on the lower left corner of the Bulk wine search screen.
In the example below, we have selected Multi topping.
The Multi topping screen is then brought up, prepopulated with the vessel/batch information of the products that were selected.
Exporting the search results
You have the option to export the bulk wine search results to Excel, PDF, tasting sheet, or to a custom report. You can do this by selecting your export preference either All, This Page, or Selected in the lower right corner of the Bulk wine search screen.
Then select the format you want to export the search results either Excel, PDF, Tasting sheet, or Custom reports (for customers with custom reports enabled).
Saving search filters in the Bulk wine search
You can save any of your search criteria by providing a name for your search in the Save search as field and then click on the Save button.
You can then use your saved searches by selecting them from the saved search dropdown menu.
Your saved search will then appear in the My Searches dashlet in your desktop.
Custom search reports
All the saved searches are available in Reports console > Custom reports.
Clicking on the Search icon or on the report name will bring you to the Bulk wine search screen.