Case Goods in MAKE
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      Managing Offsite Case Goods Inventory in InnoVint

      InnoVint's MAKE Case Goods Management module is optimized to manage case goods in on-site inventory, within a single bond. By default, when case good inventory is removed from bond in InnoVint, the inventory is also transferred out of InnoVint. 

      If you want to gain deeper insights into the full picture of bottled wines across multiple locations and tax status (and easier movements between bonds), then check out SUPPLY - purpose built for case good inventory management.

      Recommended workflow in MAKE for moving case goods out of/between bond

      In order to track Case Goods stored at an offsite location/bond in your InnoVint account, we recommend the following workflow. This workflow is also recommended when tracking taxpaid wine, or transferring case goods between bonds in your facility, as we do not support a B2B within winery action for case good lots.  

      1. Contact support@innovint.us to add the offsite bond to your InnoVint account. Please provide the actual legal name and bond number or request a "phantom" bond (for taxpaid inventory). If you already have the required bond available in your account, you can skip this step. 
      2. Ensure that you have both your location and the destination set up as Shipping locations under Settings (you'll need this later). Learn how to add Shipping locations here. 
      3. From your Case Goods Explorer, select the Case Goods lot to be transferred and either take note of, or export, the lot composition from the composition tab (you'll need this later).
      4. From the lot's details page, Record action > B2B Transfer Out (Case Goods) or Volume Adjustment (Case Goods) with the reason "B2B transfer out". If you are removing wine taxpaid, Record action > Remove taxpaid (Case Goods) or Volume Adjustment (Case Goods) with the reason "Remove taxpaid"
        1. Fill this out as you would normally - using the Shipping location that you created earlier. This action removes the inventory from your bond. 
      5. From the Case Goods Explorer, select Add Case Good Lot
        1. Create a new Case Good lot code for the inventory removed to another bond. Ensure that you select the correct bond (the bond you are transferring into) during lot creation. 
          1. Be sure to input the same composition as the lot that you transferred out (see lot composition that you saved earlier)
          2. If the composition is large or complex, you may prefer to use the Lot Import function instead
      6. From the Case Goods Explorer, select the new Case Goods lot that you just created
      7. From the lot's details page, Record action > B2B Transfer In (Case Goods). Select the location that you are transferring from (previously set up in step 2 above). 
      Once the above steps are complete, you will see the case goods inventory that is stored in the offsite location visible in your Case Goods Explorer. You can now filter by bond to see what is in bond at each location. 

      Additional Notes:

      • Use case goods lot Stages to further define the status of the case goods lots. If you are using a phantom bond to track taxpaid case goods, you can set these lot stages to "Taxpaid".
      • Steps 4 and 7 will populate the TTB reports accordingly, respective to each bond. 
      • Use the Volume Adjustment, B2B Transfer, or Remove Taxpaid Case Goods actions to adjust or remove off-site inventory moving forward.

      Please note that Lot Packaging History and Lot Cost History do not transfer to the new case goods lot at this time.

        • Packaging history will be retained on the original case goods lot (now archived)
        • Add a Cost Item to populate starting costs on the new Case Goods lot