To begin, go to the Lots Explorer by clicking on Lots in the left navigation bar.
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.
Common questions under the attributes section are:
- Lot Code vs. Lot Name: The Lot Code is the alphanumeric code (ie. 14PNSC) and the Lot Name is text that makes it visibly easy to identify lots (ie. Sonoma Coast Pinot Noir). Lot codes and lot names can be as long or as short as you'd like. Lot codes can contain characters a-z, 0-9, dash (-) and underscore(_). The system will not accept character accents such as ü in Gewürztraminer or ã in Tinto Cão.
- Tax Class: Lots being onboarded need to be declared with a tax class. If a lot is still going though 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."
- 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 on the Lot homepage. Stages have no bearing on compliance reports.
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 (Tip: add a new component to refresh the drop downs so the new vineyard shows up. You can always remove it after the refresh.)
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 the last half of the Add Vineyards page. This will detail how to add 'vineyards' that cater to bulk wine entry where the vineyard(s) are not known.