Setting Up Defaults
Setting up default data and thresholds makes data entry easier, faster, and more accurate. You can set up defaults and thresholds in the Winery Setup window. Refer to the table below for details.
|SET UP ...||IN WINERY SETUP UNDER ...|
|Defaults||Setup Options > Work-Flow > Defaults|
|Minimum and maximum load thresholds||Setup Options > Equipment > Scales|
|Default extraction rates||Setup Options > General > System Policy > Edit Default Extraction Rates|
|Minimum and maximum extraction rates||Setup Options > General > System Policy > Edit Threshold Settings|
The Block Overview Window
The Block Overview window lets you manage your blocks details, fruit sampling, and viticulture assessments.
To access the Block Overview window:
- Click More Options from the sidebar.
- From the Harvest tile, click Block Overview.
On the left side of the Block Overview window are filters that let you find blocks based on your specified criteria. Click a block in the search results to view its details.
If you need to add a new block, vineyard, or grower, click New.
Block Details Tab
The Block Details tab displays key information such as the grower, varietal, and region (sub AVA). The tab also displays a chart showing the expected versus received tonnage for the life of this block in the system.
To edit any of the information in the Block Details tab, click the pencil icon.
Advanced Details Tab
The Advanced Details tab displays additional information about the block. Click the pencil icon beside the Admin or Agriculture column to edit information in the column.
This tab displays information about the vineyard and grower that are linked to the block, including contact information for the grower. Click the pencil icon to edit the information about the block’s vineyard or grower.
This tab displays the block’s fruit maturity data as recorded in the system each season. From the Lab tab you can:
- Add maturity lab data by clicking Record a Fruit Sample.
- Display a historical chart of analysis against this block by selecting a vintage and clicking Chart.
- Export the data to a CSV file by clicking Download CSV.
The Seasonal tab displays viticulture assessment information for the selected vintage as well as scheduled fruit bookings and fruit receivals into your facility.
Click a booking to view its details. This displays the booking’s details in the Fruit Intake Console.
Click a fruit receival to view details. This displays the receival’s details in the Intake Delivery window.
The Assessments tab displays all past assessments recorded against this block for the selected vintage. An assessment is used to record the seasonal progress of a block for a particular vintage. By making regular assessments of a block you can easily see how the block is tracking over time in the lead up to harvest.
To view an assessment, click the View link.
To record an assessment, click New Assessment. This also updates the information displayed on the Seasonal tab.
Refer to our Recording Seasonal Block and Viticulture Assessments article to learn more.
This feature is only available with the Professional and Enterprise plans.
Fruit Placement Tab
The Fruit Placement tab displays the current bulk stock dispatches, and packagings where this block has been involved. It enables you to answer auditors’ questions relating to the destination of fruit received at your scales and recorded in vintrace.
Analysis templates are used throughout vintrace to group common metrics together and provide the necessary fields when recording measurements in different situations. For example, readings for a grape sample compared with a ferment analysis.
We recommend that you review the standard templates prior to vintage to ensure all metrics recorded by your lab are present.
You can view and edit your analysis template in the Winery Setup window, by selecting Setup Options > Production > Analysis Template.
To create a new analysis template, click New Analysis Template.
The example below is for Intake Analysis and contains the metrics Brix, pH, titratable acidity, and temperature. When an analysis is taken using the Intake Analysis template, the user will be prompted to enter measurements for Brix, pH, titratable acidity, and temperature.
You could also specify the default template for fruit sampling, fruit receival, and ferments by changing the Default For value. This would cause the template to be automatically selected in those situations - saving the user time.
To edit an analysis template, click the template.
Customising Auto Codes for Wine Lots/Batches
Auto codes are automatic naming templates within vintrace that allow entities such as wine batches, weighbridge bookings, and barrels to be named based on arbitrary properties. For example, a wine batch could could consist of the vintage, region, variety, and a unique number (e.g., 2019MVLSHZ01).
Refer to our Using Auto-Codes article to learn more.
End-of-Day Procedure During Vintage/Harvest
We encourage you to run the following reports at the end of each day during vintage:
- Grape Delivery Report
- Crush/Extraction Report
These reports provide a detailed list of all deliveries and all extraction rates from which you can check the validity of data entered by the weighbridge and crush/press operator. Specifically, you can check for:
- Accurate delivery weights
- Accurate extraction rates
- Uncrushed parcels
To access these reports:
- Click Reports in the sidebar.
- Click Vintage/Harvest.
Click Email to generate and email the report to one or more recipients.