The Lot Details Page is the home base for all details regarding a specific lot and there is a huge amount of data to explore. In this article, we cover:
What's on the Dashboard?
- Lot code, lot name and action menus (record actions and change lot properties here)
- Use the 'Record action' dropdown to select an action to perform on the lot.
- In most cases, the selected action will auto-select the lot.
- Some actions are only available in this action menu (B2B within InnoVint Winery and B2B to another InnoVint Winery).
- Use the 'More' dropdown in the upper right to manage the lot.
- Select "Change lot properties" to edit the Lot code, Lot name, Lot color or Lot style (if the Sparkling module is activated).
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Delete a lot. Lots cannot be deleted if they've ever had any activity recorded on them - they must be archived instead.
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Archive your lot. Hide this lot from most default views across the platform. All lot history is saved ad available for recall. Lots also cannot be archived with contents - the volume must be depleted first.
- Select "Change lot properties" to edit the Lot code, Lot name, Lot color or Lot style (if the Sparkling module is activated).
- Use the 'Record action' dropdown to select an action to perform on the lot.
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- Open a standalone page (applicable to the open lot details tab, including Additions and Composition) for easy printing
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Your Dashboard includes:
- Attributes: quickly view and edit these properties with an asterisk*
- Expected yield in volume/weight (during harvest, for lots in weight)*
- Expected volume (during harvest, for lots in weight)
- Bond
- Stage*
- Fill volume
- Approximate cases
- Tax Class*
- Intended Use (if activated)
- Sparkling designation
- Tags*
- Owners* (if activated)
- Notes*
* The blue pencil opens up edit functionality for that attribute
- Analysis: This dashboard widget displays the most recent set of analyses according to the Lot Stage. Find out how to customize your display here.
- Vessels: this widget provides a summary of all vessels containing your lot, grouped by vessel type and capacity. Click on the arrow or the Vessels tab to see a full list by vessel.
- Open Work Orders: displays any open (un-submitted) work order containing the lot. Click straight into a work order from here.
- Recent history: shows the last three actions on the lot. Click on "See all" or the History tab to find the complete activity history.
- Composition: a simple varietal breakdown is shown on the dashboard. Click See all or the Composition tab to see all lot components.
- Notes: save text, photos or file attachments to your lot.
Beyond the Dashboard: Exploring your tabs
Use the tabs across the top of the Dashboard to dive deeper into each aspect of the lot.
- Analysis
- Access multiple views of results such as analysis grouped by date or vessel, graphed results, a built in sugar/temperature graph for harvest, or view all analysis in a list (access analyses for export, edits or deletion here).
- Access multiple views of results such as analysis grouped by date or vessel, graphed results, a built in sugar/temperature graph for harvest, or view all analysis in a list (access analyses for export, edits or deletion here).
- Additions
- View a list of all addition actions made to the lot
- View a list of all addition actions made to the lot
- Vessels
- See and interact with a complete vessel list and also opt to print it as a pdf list
- See and interact with a complete vessel list and also opt to print it as a pdf list
- History
- View the lot's full activity history, and also find the lot properties history (Lot code, Lot name, Stage, Lot style and Archived status changes can be viewed here)
- View the lot's full activity history, and also find the lot properties history (Lot code, Lot name, Stage, Lot style and Archived status changes can be viewed here)
- Timeline
- Check out a visual overview of actions that have occurred over the life of your lot
- Check out a visual overview of actions that have occurred over the life of your lot
- Composition
- Find your vintage, varietal, appellation, appellation-varietal and vineyard breakdowns here. You can also export all components in the lower Components widget
- Find your vintage, varietal, appellation, appellation-varietal and vineyard breakdowns here. You can also export all components in the lower Components widget
- Cost (if COGS Tracking activated)
- See the cost history on a lot including cost changes due to movement actions and added or removed indirect costs
- See the cost history on a lot including cost changes due to movement actions and added or removed indirect costs