How to Record a Bottling

When you're ready to bottle your wines, InnoVint helps you to easily record the details of your bottling into the system.

This article covers:

How to record a Bottle direct action

Lot and Vessels

First, select your Lot and Vessels to bottle. InnoVint defaults to remove the entire vessel volume. If you are only bottling a partial volume in a vessel, be sure to adjust the removed or ending volume(s).

Case Goods/Formats

Case Goods

If the Case Goods Management feature is activated, select to combine with an existing Case Goods lot, or create a new lot. Enter the fill with the total number of full pallets, cases, and individual bottles. InnoVint will calculate the new on hand for the Case Goods lot, total bottles added, and the total volume added.

To bottle into multiple Case Goods lots , click on the blue '+ Add lot' text.

Formats

If the Case Goods Management feature is not activated, enter your bottling Formats. InnoVint defaults to a Standard 750mL bottle type. Use the dropdown to select other format options, including large format bottles, kegs, cans, and growlers. If you are bottling into more than one format in the same action (ex. Standard 750mL and Magnum 1.5L), click on the blue '+ Add format' text.

Enter the number of bottles per case, number of full cases, and number of additional bottles for each format. These values are required to calculate the total volume bottled, but can be zero (0). InnoVint will calculate the total volume bottled.

TIP: For kegs or large format bottles, you can enter 0 for the number of bottles per case and total cases. This indicates that your "bottles" are stand-alone containers.

Packaging

Click on Edit packaging to select and enter the packaging materials used. Note: Packaging is not required to submit the action. Adjustments can be made to packaging at any time after submission, subject to the winery backdate lock.

At the top you will see a summary of the bottled format, including the total number of full cases and total number of bottles.

InnoVint will default to include 4 packaging types: Glass/Vessels, Closures, Labels, and Capsules/Foils. You can add or remove packaging types as needed, and even add multiple of the same type (ex: front and back labels as separate packaging products). Just click on the blue, '+ Add packaging' text at the bottom to add additional products.

For each packaging type, select your packaging product and batch. If more than one batch is used for a bottled format, click on the blue, '+ Add batch' for the appropriate product.

When your batch is selected, enter the used and scrap amounts. To quickly enter the used amount to match the total bottles, click on 'Apply bottles to packaging used' in the top right corner. InnoVint will remove the used and scrap amounts from the on hand inventory to calculate the remaining items per batch.

If a batch is now empty as a result of the action, check the 'Fully depleted' box to remove the batch from your active inventory for future bottlings.

TIP: If you know what packaging products and batches you used for a bottled format, but are unsure of the used or scrap amount at the time of submitting the action, enter 0 (zero) in the input fields. This will save the product and batch information without removing items from your packaging inventory. You can then edit the action later when you have your final numbers.

When you are done entering your packaging information, click the 'Save packaging' button.

Bottling Summary

Double check your data for any errors. We especially recommend reviewing the volume gains and losses for the action, to make sure your numbers are as expected.

Lot Stage

Click the checkbox to automatically change your wine lot stage to 'Bottled' (or select an alternative) upon submission.

Archiving

Click the checkbox to automatically archive empty lots upon submission.

Record Bottle

Backdate your action if necessary, and click the 'Record Bottle' button to submit.

 

How to create a Bottle task in a work order

Add a 'Bottle' task to a new work order.

Lot and Vessels

Select your Lot and Vessels to bottle. InnoVint defaults to remove the entire vessel volume. If you are only bottling a partial volume in a vessel, be sure to adjust the removed or ending volume(s).

Case Goods/Formats

Case Goods

If the Case Goods Management feature is activated, select to combine with an existing Case Goods lot, or create a new lot. InnoVint will estimate the total cases bottled based on the volume removed from the wine lot. 

To bottle into multiple Case Goods lots , click on the blue '+ Add lot' text.

Formats

If the Case Goods Management feature is not activated, enter your bottling Formats.

Enter the expected number of bottles per case, number of full cases, and number of additional bottles. These values are required to calculate the total expected bottled volume, but can be zero (0). The values can be adjusted during work order completion.

Packaging

Click on Edit packaging to select and enter the packaging materials to be used. Note: Packaging is not required to create the work order task. Adjustments can be made to packaging at any time after work order creation.

At the top you will see a summary of the expected bottled format, including the expected number of full cases and expected number of bottles.

InnoVint will default to include 4 packaging types: Glass/Vessels, Closures, Labels, and Capsules/Foils. You can add or remove packaging types as needed, and even add multiple of the same type (ex: front and back labels as separate packaging products). Just click on the blue, '+ Add packaging' text at the bottom to add additional products.

For each packaging type, select your packaging product. Batch selection is not required to create the work order, but if you would like to specify a particular batch, click on '+ Add batch' for the appropriate product. Otherwise, assignees can select the appropriate batch when completing the work order.  If you would like to specify more than one batch to use for a bottled format, click on the blue, '+ Add batch'.

When you are done entering your packaging information, click the 'Save packaging' button.

Bottling Summary

Double check your data for any errors. We especially recommend reviewing the volume gains and losses for the action, to make sure your numbers are as expected.

Lot Stage

Click the checkbox to automatically change your wine lot stage to 'Bottled' (or select an alternative) upon submission.

Archiving

Click the checkbox to automatically archive empty lots upon submission.

How to edit a recorded Bottle action

Edit action/format

Click on 'Edit action' in the top right corner of the action details page. This allows you to edit the volumes and vessels used for the bottling.

Edit format

Click on 'Edit format' on the far right of the bottle format to edit the bottles per case, number of cases, and number of bottles.

Edit packaging

Click on 'Edit packaging' to make changes to packaging selections. You can edit selected products and batches, add new packaging, or remove packaging from the bottle action.

WARNING: Editing the bottles per case, number of cases, and/or number of bottles will change the total bottled volume and the total inventory gains or losses calculated by InnoVint. This will change the bottled volume and inventory gains and losses on the TTB 5120.17 report as well.

FAQs

Q. Can I bottle more than one lot in an action?

A. No. Each Bottling action or task can only record bottling for one lot at a time. A single lot can be bottled into multiple formats. See above.

To assign multiple lots for bottling, you can also create multiple tasks in a work order - one for each lot to bottle.

Q. I don't have any packing options in my Bottle action. How do I add these? 

A. Your account must have the Dry Goods module activated in order to add packaging. To activate this contact us at support@innovint.us.