To make data entry easier default data can be set from within Winery Setup > Work Flow > Defaults. From here key item such as Vintage, Scales, Press and the metric you wish to crush your fruit in.
To allow fast and accurate data entry some sensible thresholds can be applied to fruit intakes, extraction rates. Minimum and maximum load thresholds for scales can be setup under Winery Setup>Equipment>Scales. Default rates for extraction can be setup under Winery Setup > System Policy > Edit Default Extraction Rates and min and max rates for extraction can be set within the system policy under > Edit threshold settings.
Growers, Vineyards and Blocks – The Block Overview
The Block Overview provides a central view for you to manage your block details, fruit sampling and viticulture assessments. Access the Block Overview by searching for a block by code using the QuickSearch or by accessing the Search – Block overview menu.
Using the options on the left you can search by common block properties. Make a selection from the resulting list to see more information about a particular block. Use the New option in the lower left corner to quickly create a new Block, Vineyard or Grower.
The block information is organized into a series of tabs with menu options at the bottom to perform common functions.
Block details – this tab shows key information including the Grower, Varietal and Region (Sub AVA). You can select the edit pencil icon to make adjustments. A chart showing the expected versus received tonnage for the life of this block in the system is also shown.
Advanced details – this tab contains more advanced information that can be tracked against a block. Use the pencil icon to make adjustments. It is broken into the following two main sections: Admin and Agriculture.
Vineyard/Grower – this tab shows detail about the Vineyard and Grower linked to this block, including contact information for the Grower. Use the pencil icon to make adjustments.
Lab – the lab tab shows fruit maturity data as recorded into the system for this block each season. See the latest results at a glance and use the Record a fruit sample button to add new maturity lab data. Clicking the Chart option will show a historical chart of analysis entered against this block for the selected Vintage. Use the options at the bottom to export the information into CSV or PDF.
Seasonal – the season tab shows viticulture assessment information for the currently selected Vintage as well as all Fruit bookings scheduled and Fruit receivals into your facility. Quickly access the booking or the fruit arrival by clicking the links provided.
Assessments – this tab allows you to view 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. Use the New Assessment button to record an assessment. This also updates the information shown on the Seasonal tab. Click here for a detailed article on Assessments.
This feature is only available in vintrace Professional and Enterprise you will need to upgrade from Essentials to use this feature.
Fruit placement – this tab shows the Current Bulk Stock, Dispatches and Packagings where this block has been involved. It is a powerful tool that allows you to answer many auditor questions relating to the destination of fruit received at your scales and recorded in vintrace.
Analysis Templates are used throughout the system to group common metrics together and provide the necessary fields when recording measurements in different situations. For example, you will take different readings for a grape sample compared with a ferment analysis. We recommend reviewing the standard templates ahead of vintage to ensure all metrics recorded by your lab are present.
To configure Analysis Templates, enter Winery Setup followed by Production and then select Analysis Template.
You can edit existing templates or create new ones for more custom situations by clicking New Analysis Template… The example above is for Intake Analysis and contains the metrics Brix, pH, Titratable Acidity (TA) and Temperature. Wherever an analysis is taken using the Intake Analysis template, the user will be prompted to enter the measurements for Brix, pH, TA and Temp respectively.
You may optionally specify the default template for Fruit sampling, Fruit receival and Ferments by changing the option on the Default for field. This will cause the template to be automatically selected in those situations – saving time for the user.
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 code could consist of the vintage, region and variety and a unique number (2019MVLSHZ01). Codes are customisable and a detailed article can be viewed here for assistance in configuring them. If you are familiar with this area of the system they can be configured under Winery Setup – Work-flow – Auto-Code.
Vintage/Harvest end-of-day procedure
At the end of each day during vintage we encourage you to run the Grape Delivery Report and Crush/Extraction Report under Winery Reports > Vintage/Harvest.
Note the Email… button in the upper right corner. This allows you to generate and instantly email the report to one or more recipients.
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 check for:
- Accurate delivery weights
- Accurate extraction rates
- Uncrushed parcels