---
title: Best Practices for Moving Between InnoVint Wineries
description: "Here are the Best Practices and Tips for Recording Bond to Bond Transfers between InnoVint Wineries. Optional steps are especially relevant if moving wineries. Important: The person recording the B2B"
---

[Skip to content](https://support.innovint.us/hc/en-us/moving-your-production-from-one-innovint-winery-to-another#main-content)

[Submit a help ticket](https://support.innovint.us/hc/en-us/kb-tickets/new?hsLang=en)

![InnoVintSupportCenter - header.png\]](https://support.innovint.us/hs-fs/hubfs/InnoVintSupportCenter%20-%20header.png?width=300&height=22&name=InnoVintSupportCenter%20-%20header.png)

Open main navigation

Close main navigation

- [Submit a help ticket](https://support.innovint.us/hc/en-us/kb-tickets/new)

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [Support Center](https://support.innovint.us/hc/en-us?hsLang=en)
2. [Guidance & FAQs](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en)
3. [Best Practices](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en#best-practices)

# Best Practices for Moving Between InnoVint Wineries

**Moving your wine from one InnoVint facility to another? Here are the Best Practices and Tips for Recording Bond to Bond Transfers between InnoVint Wineries.**

Optional steps are especially relevant if moving wineries.

*Important:* The person recording the B2B transfers must have either Admin or Team Member capabilities at both the originating and destination wineries.

*Special Note:* If you are a client at a custom crush facility, work with your host at the destination winery to ensure that your bond # and owner tag are set up in their account. 

### **Steps at the Originating Winery**

**Step 1:** Export all historical data to retain for records

- Find a list of available exports [HERE](https://support.innovint.us/hc/en-us/articles/213128166-what-exports-are-available-in-innovint-vessel_expl?hsLang=en)
- Recommended: All Lot & Vessel exports, the Winery Activity Feed, Bottlings, & Fruit Intake reports, as well as any Custom Analysis Reports

**Step 2:** (Optional) Before recording bond to bond transfers (Step 3), place a tag on all barrels and other vessels that are part of the transfer. Example: “Bulk Archive”. Use the [bulk add tags](https://support.innovint.us/hc/en-us/articles/204503449-adding-editing-or-removing-tags?hsLang=en) function to do this.

**Step 3:** Record Bond to Bond Transfer to another InnoVint Winery

*Note:* This action will both *empty* and *Archive* each of the transferred lots. It will create a NEW lot code at the recipient winery.

See how to record “B2B to another InnoVint winery” [HERE](https://support.innovint.us/hc/en-us/articles/360018542692-bond-to-bond-transfers?hsLang=en#B2B_IV).

- This must be repeated for all lots (one lot per action). 
    - The following information transfers with the lot. 
          - Lot code/name
          - Lot composite analysis
          - Vineyard/Block composition(must match exactly or a new vineyard source will be created)
          - Notes on the lot
          - If costing is activated, then current cost data per category is transferred (not the full lot cost history)

**Step 4:** (Optional - see Step 2) Archive vessels that are physically removed

- Use the [archive multiple vessels](https://support.innovint.us/hc/en-us/articles/205039485-archive-lots-and-vessels?hsLang=en) function and look up vessels by the “Bulk Archive” tag you added earlier.
- Archive all the barrels and other vessels that moved out with the shipment

### **Steps at the Destination Winery**

**Step 1:** [Input newly received vessels](https://support.innovint.us/hc/en-us/204106559-step-1-enter-your-vessels-into-the-system-with-video-?hsLang=en)

*Tip!* Speed things up by [importing your vessels via .csv](https://support.innovint.us/hc/en-us/how-to-import-vessels-via-csv-file?hsLang=en)

**Step 2:** Receive volume into bond

See how to record the “B2B Transfer In” action [HERE](https://support.innovint.us/hc/en-us/articles/360018542692-bond-to-bond-transfers?hsLang=en).

- Fill the lot and associated vessels with volume
- Add a +Note with the transfer details, such as bond #, address, etc.

**Step 3:** (optional)

- Go to the lot details page and [+Add note](https://support.innovint.us/hc/en-us/articles/360009672091-how-to-add-a-photo-note?hsLang=en)
- Save any screen captures of the lot history from the originating winery and add them as a photo note
- Or, save csv exports from the originating winery as PDFs and add as a PDF note

**Step 4:** (optional)

- Use the per lot analysis exports from the originating winery to record an [Analysis Import](https://support.innovint.us/hc/en-us/articles/115002687291-how-to-import-analyses-via-csv?hsLang=en) for each corresponding lot at the destination winery.
- or Reference import templates [HERE](https://support.innovint.us/hc/en-us/articles/115002684812-analysis-import-format-guidelines-for-csv-file?hsLang=en)

**Step 5**: (optional)

[Input any dry goods and additive batches](https://support.innovint.us/hc/en-us/articles/115000825066-how-to-create-additives-and-additive-batches?hsLang=en) to the Additive Explorer. Or make quick work of it and [import your packaging via .csv](https://support.innovint.us/hc/en-us/how-to-import-dry-goods?hsLang=en)!

**Step 6:** (optional)

Follow the steps [HERE](https://support.innovint.us/hc/en-us/articles/115001540266-ets-integration-overview#how) to link your ETS account at the destination winery (only available if they have the ETS Integration enabled). 

- [New to InnoVint](https://support.innovint.us/hc/en-us/new-to-innovint?hsLang=en#main-content)

    - [Accessing InnoVint](https://support.innovint.us/hc/en-us/new-to-innovint?hsLang=en#accessing-innovint)
    - [Settings - MAKE, GROW & FINANCE](https://support.innovint.us/hc/en-us/new-to-innovint?hsLang=en#settings-make-grow-finance)
    - [Getting Started - MAKE, GROW & FINANCE](https://support.innovint.us/hc/en-us/new-to-innovint?hsLang=en#getting-started-make-grow-finance)
- [MAKE](https://support.innovint.us/hc/en-us/make?hsLang=en#main-content)

    - [Dashboard & Calendar](https://support.innovint.us/hc/en-us/make?hsLang=en#dashboard-calendar)
    - [Lots](https://support.innovint.us/hc/en-us/make?hsLang=en#lots)
    - [Vessels](https://support.innovint.us/hc/en-us/make?hsLang=en#vessels)
    - [Work Orders](https://support.innovint.us/hc/en-us/make?hsLang=en#work-orders)
    - [Recording Actions](https://support.innovint.us/hc/en-us/make?hsLang=en#recording-actions)
    - [Movement Actions](https://support.innovint.us/hc/en-us/make?hsLang=en#movement-actions)
    - [Topping](https://support.innovint.us/hc/en-us/make?hsLang=en#topping)
    - [Analysis](https://support.innovint.us/hc/en-us/make?hsLang=en#analysis)
    - [Analysis Reports](https://support.innovint.us/hc/en-us/make?hsLang=en#analysis-reports)
    - [Additions](https://support.innovint.us/hc/en-us/make?hsLang=en#additions)
    - [Case Goods in MAKE](https://support.innovint.us/hc/en-us/make?hsLang=en#case-goods-in-make)
    - [Dry Goods](https://support.innovint.us/hc/en-us/make?hsLang=en#dry-goods)
    - [Vineyards](https://support.innovint.us/hc/en-us/make?hsLang=en#vineyards)
    - [Reporting](https://support.innovint.us/hc/en-us/make?hsLang=en#reporting)
    - [Compliance](https://support.innovint.us/hc/en-us/make?hsLang=en#compliance)
    - [Tags & Notes](https://support.innovint.us/hc/en-us/make?hsLang=en#tags-notes)
    - [Printing Labels from InnoVint](https://support.innovint.us/hc/en-us/make?hsLang=en#printing-labels-from-innovint)
    - [AI](https://support.innovint.us/hc/en-us/make?hsLang=en#ai)
- [GROW](https://support.innovint.us/hc/en-us/grow?hsLang=en)
- [FINANCE](https://support.innovint.us/hc/en-us/finance?hsLang=en#main-content)

    - [Getting Started](https://support.innovint.us/hc/en-us/finance?hsLang=en#getting-started)
    - [Reporting](https://support.innovint.us/hc/en-us/finance?hsLang=en#reporting)
    - [Guidance & FAQ](https://support.innovint.us/hc/en-us/finance?hsLang=en#guidance-faq)
- [Harvest](https://support.innovint.us/hc/en-us/harvest?hsLang=en#main-content)

    - [Preparing for Harvest](https://support.innovint.us/hc/en-us/harvest?hsLang=en#preparing-for-harvest)
    - [Vineyard Harvest Reports](https://support.innovint.us/hc/en-us/harvest?hsLang=en#vineyard-harvest-reports)
    - [Harvest Workflow & Fermentation Tracking](https://support.innovint.us/hc/en-us/harvest?hsLang=en#harvest-workflow-fermentation-tracking)
    - [Settings & Preferences](https://support.innovint.us/hc/en-us/harvest?hsLang=en#settings-preferences)
- [MAKE: Advanced Features](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#main-content)

    - [Owner-based Permissions System](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#owner-based-permissions-system)
    - [Custom Attributes](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#custom-attributes)
    - [Blend Trials](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#blend-trials)
    - [Tank Maps](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#tank-maps)
    - [Sparkling Wine Module](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#sparkling-wine-module)
    - [Intended Use](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#intended-use)
    - [Integrations](https://support.innovint.us/hc/en-us/make-advanced-features?hsLang=en#integrations)
- [SUPPLY](https://support.innovint.us/hc/en-us/supply?hsLang=en#main-content)

    - [Getting Started with SUPPLY](https://support.innovint.us/hc/en-us/supply?hsLang=en#getting-started-with-supply)
    - [Actions in SUPPLY](https://support.innovint.us/hc/en-us/supply?hsLang=en#actions-in-supply)
    - [Using SUPPLY](https://support.innovint.us/hc/en-us/supply?hsLang=en#using-supply)
    - [Order Management](https://support.innovint.us/hc/en-us/supply?hsLang=en#order-management)
- [InnoApp](https://support.innovint.us/hc/en-us/innoapp?hsLang=en#main-content)

    - [InnoApp](https://support.innovint.us/hc/en-us/innoapp?hsLang=en#innoapp)
    - [InnoApp - Work Orders](https://support.innovint.us/hc/en-us/innoapp?hsLang=en#innoapp-work-orders)
- [Guidance & FAQs](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en#main-content)

    - [Frequently Asked Questions](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en#frequently-asked-questions)
    - [Specialized Workflows](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en#specialized-workflows)
    - [Best Practices](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en#best-practices)
    - [Templates](https://support.innovint.us/hc/en-us/guidance-faqs?hsLang=en#templates)
- [InnoVint Academy](https://support.innovint.us/hc/en-us/innovint-academy?hsLang=en#main-content)

    - [Video Trainings/Tutorials](https://support.innovint.us/hc/en-us/innovint-academy?hsLang=en#video-trainings-tutorials)
    - [Video Informational Sessions](https://support.innovint.us/hc/en-us/innovint-academy?hsLang=en#video-informational-sessions)
    - [Quick Video Tutorials](https://support.innovint.us/hc/en-us/innovint-academy?hsLang=en#quick-video-tutorials)
- [Product Updates](https://support.innovint.us/hc/en-us/product-updates?hsLang=en#main-content)

    - [Product Updates: 2025-2026](https://support.innovint.us/hc/en-us/product-updates?hsLang=en#product-updates-2025-2026)
    - [Product Updates: 2024](https://support.innovint.us/hc/en-us/product-updates?hsLang=en#product-updates-2024)
    - [Product Updates: 2023](https://support.innovint.us/hc/en-us/product-updates?hsLang=en#product-updates-2023)
    - [Product Updates: 2017 - 2022](https://support.innovint.us/hc/en-us/product-updates?hsLang=en#product-updates-2017-2022)
- [Support Hours & FAQs](https://support.innovint.us/hc/en-us/support-hours-faqs?hsLang=en)

[![InnoVint Logo](https://support.innovint.us/hs-fs/hubfs/InnoVint_lockup-black-trans-large-1-1.png?width=125&height=32&name=InnoVint_lockup-black-trans-large-1-1.png "InnoVint Logo")](https://support.innovint.us/hc/en-us?hsLang=en)

<https://www.facebook.com/innovintwinesoftware/> <https://www.youtube.com/channel/UCutjoyvURYH1Z_D7z-flIuA> <https://www.linkedin.com/company/innovint> <https://www.instagram.com/innovint/>

Copyright © 2025, InnoVint