Recording Actions
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      3. Recording Actions

      Creating a New Lot within an Action or Task

      You can create a new lot via the +Add lot button on the Lot Explorer.  If you haven't created a new lot ahead of time, you can also create a new lot within most actions and tasks.

      • Select "Create new lot" within the action and press the  button
      •  Select the bond, choose a lot code, lot name (optional), tax class, and stage. There is the option to make it a sparkling lot by checking the box as well as to add tags 
      • Click the green "Add new lot" button

      Creating a New Lot within an Action or Task-add new lot button

      • Select the receiving vessels for the new lot
      • Both new wine lots and new lees lots can be created

      Creating a New Lot within an Action or Task-create new lot and lees lot