Sparkling Wine Production Workflow

This article covers:

• How does it work?
• Sparkling lots - selecting lots and lot dot
• Creating new vessels: Tirage bins
• Setting sparkling tax class
• Setting sparkling stages 
• InnoVint Traditional Method Sparkling Workflow
• Frequently Asked Questions
• • Charmat
  • Pét-Nat
  • Forced Carbonation 

 

How does it work?

The Sparkling wine production feature allows you to track all steps of the Traditional Method sparkling wine production process. After the base wine is made you can record actions for bottling en tirage, riddling, and disgorge, dosage and package. 

 

Designate lots as Sparkling

To designate a lot as sparkling, simply click the Sparkling wine radio button by Lot Style during lot creation. This will update the lot dot to include bubbles in it. 🥂

This can also be done when changing lot properties from the More drop-down on the Lot Details Page. 

Creating new vessels: Tirage bins

To begin, go to the navigation bar on the left side of the page. Click on the vessel icon.

1. Click on the Tirage icon.
2. In the Vessel Code(s) bar, type in the code for each vessel separated by a comma or a space. Accepted characters include A-Z (all capital letters), 0-9, dash (-), and underscore (_).
3. Next, select the bottle type that will be used for that particular group of tirage bins.
4. Then, type in the capacity (# of bottles) for that particular group of vessels.
5. Finally add any relevant tags, then click on in the bottom right corner.

Setting sparkling tax class

There are now two new tax classes for sparkling wines: Sparkling - Bottle Fermented and Sparkling - Bulk Processed. To edit the tax class, reference our article here. Sparkling tax class selections flow through to the TTB 5120.17 report in Section A, column (e), line 2.

Please be sure to declare your wine before recording a tax class change to Sparkling - Bottle Fermented or Sparkling - Bulk Processed. 

If you are performing a tirage bottling, we recommend changing the lot's tax class to Sparkling after completing the action. 

Setting sparkling stages 

The new sparkling lot stages - En Tirage or Riddling - can be updated at any time from the Lot details page. See the article here for additional information. 

These properties can be seen in the Lot Attributes on the Lot Details Page. 

InnoVint Traditional Method Sparkling Workflow

FAQs

Q. Can I create Work Orders for sparkling actions?

A. Currently, only Bottle en Tirage and Riddling tasks are supported. 

 

Q. Can I use these actions to record the Charmat process?

A. The new Sparkling actions are intended for the Traditional Method workflow, to record the Charmat process we recommend the following steps: 

1. Mark the lot as "Sparkling" using the check box in the Lot details page.

2. Record a Blend or Transfer action to add your liqueur de tirage to tank.

3. Update your tax class to Sparkling - Bulk Processed 

4. Record a Filter action

5. Record a Blend or Transfer action to add your dosage to tank

6. Record a Bottle action

ADDITIONAL NOTES:

• Set your tax class at any time that makes sense for your compliance reporting, but before recording the Bottle action. If the volume is reported in Part 1, Line 1, Column A (On hand beginning of period, <16%) it will now move to Part 1, Line 22, Column A (Used for effervescent wine, <16%) and Part I, Line 2, Column E - BP (Produced by fermentation). During the following reporting period, this volume will be reported in Part 1, Line 1, Column E. 
• Also, be sure to add any additional actions or steps that you use in your Charmat workflow and remember that you can utilize Tags and Notes to mark either the lot or specific tanks using this method.

Tank Method (Charmat) Sparkling Workflow

 

Q. How do I record the Pét-Nat method?

A. We recommend the following workflow for your Pét-Nat wines: 

1. Mark the lot as "Sparkling" using the check box in the Lot details page.
2. Record a Bottle en Tirage action into tirage bins.
3. Set the tax class to <16% and the stage to "En Tirage."
4. Update the tax class to Sparkling-Bottle Fermented
5. Depending on if you disgorge or not, decide to either record a Bottle action or a Riddling and Disgorge, Dosage & Package action. 
6. Utilize Tags or Notes to mark the lot using this method

ADDITIONAL NOTES:

• Set your tax class at any time that makes sense for your compliance reporting, but before recording the bottling/disgorge, dosage & packaging action. If the volume is reported in Part 1, Line 1, Column A (On hand beginning of period, <16%) it will now move to Part 1, Line 22, Column A (Used for effervescent wine, <16%) and Part I, Line 2, Column E - BF (Produced by fermentation). Once bottled, it will move to Part 1, Line 13, Column E.
• Also, be sure to add any additional actions or steps that you use in your Pét-Nat workflow and remember that you can utilize Tags and Notes to mark either the lot using this method.

Pétillant Naturalle (Pét-Nat) Sparkling Workflow

Q. How do I record forced carbonation?

A. We recommend the following workflow for your forced carbonation wines: 

1. 1. Mark the lot as "Sparkling" using the check box in the Lot details page.
   2. Record a Custom Action and edit the title using the blue pencil to record the addition of CO2. Add any additional information to the note. 
   3. Record any relevant Analysis 
   4. Update the tax class to Artificially carbonated when you want to move the gallons from Part I, Section A column a (not over 16 percent) to column d (artificially carbonated wine) of the TTB report (be sure to do this before you record a Bottle action)
   5. Record a Bottle action when you are ready to move the gallons from Bulk wines in Part I, Section A to Bottled Wines in Part I, Section B of the TTB report
   6. Utilize Tags or Notes to mark the lot or using this method
   7. Additionally, record any other actions relevant to your workflow!