Program blending report

This feature was added in vintrace Version 6.2.1

The Transaction Summary Report now includes an option to show lines where the program for a wine has changed. The report shows the amounts that have left one program and gone into another.

Report location: Winery Reports – Operations – Transaction Summary Report

Report 1

Select Summary/Filter by Program and tick on Include summary checkbox.

Report 2

The report will show you a breakdown of the programs and the amount that has left or entered for each program per transaction. It also summarises the In/Out amount per program.

Report 3

Wine addition impact report

This feature was added in vintrace Version 6.1.2

This new on-screen report allows you to find all wines that have been impacted by a certain additive or additive lot. One scenario where this report would be useful is if you ever needed to identify products impacted by an additive or chemical recall.

report-overview

Accessing the report

There are a few ways you can access the report:

  1. From Consoles menu
    Click on Consoles – Wine addition impact report..

    access-1
  2. From Product Overview
    There are 2 ways to access the report from Product Overview. You can go into the Adds tab, and then click on More details link.access-2-aOtherwise, you can click on Reports – Wine addition impact report from Product Overview.access-2-c

    Both ways will open the Wine addition impact report with the wine/batch pre-selected.

    access-2-b

  3. From Stock Item Overview
    Click on Reports – Wine addition impact report.access-3-aThis will open the report with the additive pre-selected and the date range selected and the date range is for the previous month.access-3-b

    If your additive is lot/batch tracked, you can also run the report from the Lots tab in Stock Item Overview by clicking on the search icon beside the lot/batch.

    access-3-c

    This will open the report with the additive and lot/batch pre-selected.

    access-3-d

  4. From Winery Reports
    Click on the reports icon in the quick launch bar.access-4-aClick on Product History then scroll down to the bottom of the page.access-4-b

Report filters

You can filter the report by Additive, Lot/Batch, or Wine/Batch. You must enter at least one of these to run the report.

filter-1

You can also filter by Owner, Winery (in multi winery mode), or by the addition date.

filter-2

You can show the additions for Current bulk wine, Dispatched bulk wine, and Packaged wine by ticking on the corresponding checkbox.

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There are additional filters when you tick on Dispatched bulk wine checkbox and then click on Options button. You have the option to filter by dispatched date, party, and docket number.

filter-4

There are additional filters also available when you tick on Packaged wine checkbox and then click on Options button. You have the option to filter by packaged date and packaged item.

filter-5

Wine addition impact report for current bulk wine

If you want to see all the additions for current bulk wine, select Additive, or Lot/Batch, or Wine/Batch then tick on Current bulk wine checkbox. In the example below we ran the report to show all the current bulk wine impacted by the additive “KMBS’ within the date range August 1, 2016 to Aug 31, 2016. The date range is based upon the date of the addition.

The results shows the current batch, vessel, and volume of the wine, and the additive and lot/batch (if applicable) that was used. Clicking on the batch will bring up the Product Overview for the batch.

current-bulk-wine-1

It also shows the date, addition rate, total amount of the addition, the wine batch, and the vessel that the original addition was made to. Clicking on the Add batch will bring up the Product Overview of the batch.

current-bulk-wine-2

You can view the operation details where the original addition was made by clicking on the view addition operation icon on the line item.

current-bulk-wine-3

This will bring up the operation screen of the original operation where the addition was made. In the example below, the original addition was made through an additive operation.

current-bulk-wine-4

Wine addition impact report for dispatched bulk wine

If you want to see all the additions for a dispatched bulk wine, select Additive, or Lot/Batch, or Wine/Batch then tick on Dispatched bulk wine checkbox. In the example below we ran the report to show all the dispatched bulk wine impacted by the additive “Bentonite” within date range August 1, 2016 to Aug 31, 2016. The date range is based upon the date of the addition.

The results shows the batch, vessel, and dispatched volume of the wine, and the party that it was dispatched to. Clicking on the party will bring up the address book details of the party.

dispatched-bulk-wine

Clicking on the truck icon will bring up the completed bulk dispatch operation screen.

dispatched-bulk-wine-4

The result also shows the additive, lot, date, addition rate, total amount of the addition, the wine batch, and the vessel that the original addition was made to.

dispatched-bulk-wine-5

Clicking on the view addition operation icon on the line item will bring up the operation screen of the original operation where the addition was made.

dispatched-bulk-wine-6

Wine addition impact report for packaged wine

If you want to see all the additions for a packaged wine, select Additive, or Lot/Batch, or Wine/Batch then tick on Packaged wine checkbox. In the example below we ran the report to show all the packaged wine impacted by the additive “Bentonite” within date range August 1, 2016 to Aug 31, 2016. The date range is based upon the date of the addition.

The results shows the batch, vessel, and packaged volume of the wine, and the packaged stock item. Clicking on the stock item will bring up Stock Item Overview for the stock.

packaged-wine-1

Clicking on the packaging icon will bring up the screen for the completed packaging operation.

packaged-wine-2

The result also shows the additive, lot, date, addition rate, total amount of the addition, the wine batch, and the vessel that the original addition was made to.

packaged-wine-3

Clicking on the view addition operation icon on the line item will bring up the operation screen of the original operation where the addition was made.

packaged-wine-4

 

How do I turn off popup blockers when PDF’s won’t display?

The most common cause of “missing” PDF files (from reports, etc.) is having popup blockers turned on within your browser.

To fix this issue, find Options or Preferences; you may use the following resources for browser-specific guidance:

Also, please double check vintrace isn’t open in a second window where the PDF is just reloading behind the current window you have open.

If you are still having difficulties, please contact us at support@vintrace.com and include the version of the browser you are using (you can usually find this under your browser’s Help – About).

Packaging (Bottling)/Manufacture stock report in CSV format

This feature was added in vintrace Version 5.2.3

The Packaged/Manufactured stock report is now available in CSV format. You can generate the report from Winery Reports – Inventory. Select CSV in the Format dropdown field and then click on Generate button.

CSV Format selection

The CSV format of the Packaged/Manufactured stock report has the same information as the PDF format and a cost breakdown showing cost split out by category. Please refer to the Costing guide for more information about costing.

Sample CSV report

 

New Produced volume option in Fruit Placement Report

This feature was added in vintrace version 5.2.2

We have introduced a new Produced volume option to both Fruit Placement Report and Grouped Fruit Placement Report Strip. This option which will determine how the volume is reported. There are two options:

Option 1 (default): Use volume produced at extraction
Option 2: Use calculated volume produced after production losses

Fruit placement with produced volume option

You can click on the heart icon after you have made a selection if you want vintrace to remember your selection.

Show committed and available stock in inventory reports

This feature was added in VINX2 Version 5.1.4

There are two new fields added to the inventory reports to show committed and available stock levels:

  • Committed – quantities that are committed from Sales Orders and scheduled Stock Dispatch Operations
  • On order – quantities that are committed from Purchase Orders and scheduled Stock Receival Operations

Please refer to this article to learn more about how Sales Orders and Purchase Orders influence stock commitments.

The new fields are available in the following inventory reports:

  • Inventory Stock Report (CSV)
    This report can be generated from Winery Reports – Inventory.
    Available quantity has also been added to this report.Inventory Stock Report
  • Stock on Hand (Wine)
    This report can be generated from Inventory – Search then click on Reports button.Stock on Hand Wine
  • Task Summary report in Stock Item Overview
    This report can be generated by going into the Stock Item Overview of a stock item, then click on Reports button.Task Summary report

Grouping options added to Inventory stock report

This new feature was added in Version 5.1.3

You now have the option to group the Inventory stock report by Owner, Category, Stock type, Building, etc. when you generate the report in PDF format. This allows you to see total stock levels sub totaled on a per grouping basis i.e. stock levels per building (location).

Inventory stock report group by

 

 

 

Barrel and Equipment Treatment Reports

This feature was added in VINX2 Version 5.1.2

Barrel Treatment Report

This new report produces an Excel document which shows the Barrel Treatment operations that match your selected criteria.

Report Location

You can view the report under Winery Reports – Operations.

Barrel Treatment Report-1

Default Search Option

The default date range is set to the 3-month period prior to the current date.

Report Summary Options

You can choose one of the two options to view the report: the List each barrel  option which shows the details for all barrels line by line or the Group by barrel properties option to summarize them on a per barrel treatment operation basis (i.e. Barrel Category, Cooper, Forest, Grading, etc.)

Barrelt Treatment Report Summary Options

Advanced Report Options

You can generate the report using advanced filter options such as selecting specific Grading, Service Order, Item Used, Barrel Category, etc.

Barrel Treatment Report Advanced Options

You can also filter the report using Financial Details such as Account Reference, Deprecation Start/End Date, Purchase Order Number, Vendor, and Financial Reference.

Barrel Treatment Report Financial Details Filter

Equipment Treatment Report

This new report produces an Excel document which shows the Equipment  Treatment operations that match your selected criteria.

Report Location

You can view the report under Winery Reports – Operations.

Equipment Treatment Report Overview

Default Search Option

The default date range is set to the 3-month period prior to the current date.

Advanced Report Options

You can generate the report using advanced filter options such as selecting specific Grading, Service Order, Item Used, Asset Id, and Purchased Used.

Equipment Treatment Report Advanced Report Options

You can also filter the report using Financial Details such as Account Reference, Deprecation Start/End Date, Purchase Order Number, Vendor, and Financial Reference.

Equipment Treatment Report Financial

Designate a variety and region (sub ava) against a bulk product batch

This feature was added in Version 5.1.

Expanding on our support to designate a variety or region at a Program level we now have support for you to to this on a per batch basis.

This is important as it allows you to classify any particular bulk batch of your product has having an overall variety or region (sub ava) that can be used in searches, reporting or grouping throughout the system.

i.e. See all wine batches you’ve designated as Chardonnay from the Yarra Valley, regardless of whether or not those wines have been topped with a tiny amount of Marsanne.

The designated variety and region will be derived first from a batch level and if not set on a batch level then from any linked Program to that batch.

The designation can be made when setting up a new batch or via editing an existing one.

Costing included in the Bulk stock report

Costing for you bulk product has been included in the Bulk Stock report located under Reports – Management (bulk wine).

For the costing information to display you will need to change the Format option to CSV to view the data in Excel. Unit cost and Total cost are displayed by default. Select the Breakout costing option for a more detailed breakdown of costs for each bulk product.

Bulk Stock Report - new

For more information on other costing reports, click here.