This feature was added in vintrace Version 6.1.3
- 1 Accessing Bulk wine search
- 2 Basic search filters
- 3 Adding search filters
- 4 Requesting lab work, starting transfer operations, creating work orders (cellar notes), and charting lab results from Bulk wine search
- 5 Exporting the search results
- 6 Saving search filters in the Bulk wine search
- 7 Custom search reports
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 (cellar notes), 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.
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
Go to Columns section.
Select the available columns on the left hand side then click on the right arrow button. In the example below, we want to add the Alco state column (Alcoholic fermentation state) to the search results table. Click on Alco state on the right hand side, then click on the right arrow button.
The Alco state moved from “Available” to “Selected” in the right hand side.
When you hit on Search button, the Alco state column will now be available in the search results table.
You can also add metrics (lab results) to the search results table to see the latest results for your products. Click on the metric you want to add from the “Available” section on the left hand side, and then click on the right arrow button. Click on “Include metric dates” checkbox to include the date of the metric.
The Alcohol metric is then moved to the “Selected” section.
When you run the search again, the Alcohol metric and the Alcohol date columns are now available in the search results table.
Requesting lab work, starting transfer operations, creating work orders (cellar notes), and charting lab results from 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 (cellar notes) 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.
You can then select any of the actions available like Lab work, Chart lab results, Operations (Multi topping, Multi transfers, Press cycle, Multi additions), or Work order (Analysis, Measurement, Treatment (Product), Tasting note).
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).
Grouping options are available for the excel and PDF formats of your search results. You can select the Group by options by clicking on More options button then go to Other options section, make a selection, click on the Search button, then export the results.
Below is a sample exported report in PDF that is grouped by Batch owner and Vintage.
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.
The custom searches that have been saved to My Searches are listed first and have a bold font.