Sales

The app lets you link wine sales back to the vinifications that produced them, giving full traceability from the bottle to the original grapes. This is managed through the Entry Details page.

Prerequisites

For a sold item to be linkable, its item category must be classified with a Wine Category Type:

Wine Category TypeLinks the sale to a vinification by…
Grape Mustthe vinification’s Grape Must output, where the Vinification Date is on or before the sale’s posting date.
Treated Grape Mustthe vinification’s Treated Grape Must output, where the Coal Treatment Date is on or before the sale’s posting date.
Fermenting Winethe vinification’s Fermenting Wine output, where the Fermentation Date is on or before the sale’s posting date.

The sale and the vinification must also share the same Location Code.

Linking a sale to a vinification

  1. Open the Entry Details page (via Tell Me or from a related list).
  2. Locate the sale entry you want to trace (each row corresponds to a sales item ledger entry).
  3. In the Vinification No. field, choose the lookup. The system shows only the compatible vinifications based on the rules above.
  4. Select the vinification. The link is saved and the linked quantities are calculated.

Viewing linked sales on the vinification

On the Vinification card, when sales have been linked, the Sales Details section appears (read-only) showing the sales tied to that vinification: item ledger entry number, document number, posting date, item and lot number.

Statistics

Choose Statistics (F7) on the Vinification card to open the Vinification Statistics page. It summarises the total consumed and produced quantities for the vinification, computed from the item ledger entries, without allowing edits.

Consumption and production charts

The Vinification card can display two charts:

  • Consumptions Chart — visualises consumption of grapes, grape must, treated grape must and fermenting wine.
  • Production Chart — visualises production output: stems, destemmed grape, grape pomace, grape must and treated grape must.

These charts give an at-a-glance view of how the batch is progressing.

Sales List

The Sales List page lists all sales item ledger entries (entry type Sale, excluding corrections) with entry number, posting date, document type and number, line number, item, lot, quantity and location code — a convenient starting point for selecting sales to trace.


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