To begin, go to the Lots Explorer by clicking on Lots in the left navigation bar. Click on + Add Lot in the top right corner.
Unless you're starting up right before or during harvest, all of your lots will be Juice/Wine Lots, not Fruit Lots. Enter each wine lot one by one, working through all the fields.
New Juice/Wine Lot Attributes:
Bond If there is more than one bond in the account, select the correct bond from the dropdown.
Lot code Enter a lot code. The Lot Code is the alphanumeric code (eg 14PNSC). InnoVint accepts numbers, letters, dashes (-), and underscore (_). The system will not accept character accents such as ü in Gewürztraminer or ã in Tinto Cão.
Lot name (optional) Enter a lot name. The Lot Name is text that makes it visibly easy to identify lots (eg Sonoma Coast Pinot Noir).
Tax Class Lots being onboarded need to be declared with a tax class. If a lot is still going through fermentation, the lot can be set to "Fermenting Juice", or if you are onboarding juice prior to fermentation or that will not be fermented, the lot can be set to "Sweetening Juice."
Note: As of 1/1/18, tax classes <14% and 14-21% have been replaced with <16% and 16-21%. See our article on changes due to the Tax Cuts and Jobs Act.
Stage Stages are helpful to generally classify where wines are in their cellar lifecycle. You can view lots by stage in reports, and filter by stage in the Lot Explorer. Stages have no bearing on compliance reports.
Owners (must have the Owner-based Permissions add-on activated) Select an owner from the dropdown.
Tags (optional) Learn more about how to use tags in InnoVint.
New Lot Composition:
In the Composition section, notice that the Vineyard and Block/Varietal drop downs pull directly from your vineyards. Every fruit or wine source must be in the Vineyard Explorer for this reason. If you realize at this point you've forgotten one, you can always open up a new tab in Chrome and add a vineyard, then come back to this screen.
Note that you can add blend compositions here, adding multiple components as long as they add up to 100%.
If you have a lot where the components are unknown (juice or wine received as bulk, press wine or lees, etc) please follow the instructions in this article. This will detail how to add 'vineyards' that cater to bulk wine entry where the vineyard(s) are not known.
Next Step: Fill your vessels with volume