New User to InnoVint

Welcome to InnoVint! πŸ‘‹

We are excited to welcome you to InnoVint and want to give you some resources to be able to dive straight into your account. We'll guide you through below. 

This article covers:

1. First steps

2. View your existing inventory

3. Learn how to record activity

4. Additional account items that may need to be set up

5. Masterclass

6. TTB Compliance

7. What's next?

1. First steps πŸ‘£   

  • Login with email and password
Note: We recommend changing your password once logged in. Just click on the person icon in the top right corner of the web interface and select 'Change password'.
    • Access InnoVint Support Center (Click on the gift box 🎁 in the top right corner of InnoVint's web interface and select 'Go to InnoVint Support Center' or click here)
    • Download the mobile app and/or the iOS work order app to enter data on the go πŸ“±
    • If you have access to more than one account, switch between accounts using the top left toggle. β–Ώ
    • If you are a client at a custom crush facility (with Custom Crush Permissions activated), please reach out to your host winery for specifics about how to engage with InnoVint.  

      2. View your existing inventory 🌱 πŸ‡ 🍷

      Utilize the left hand navigation to move between modules within InnoVint. 

        3. Learn how to record activity βœ… πŸ“ 

        Depending on your winery workflow, there are a couple of options to enter data:

        1. Enter actions directly via Direct actions (great for small teams & quick data entry)
          • Use the Record action button from the global bar or from any lot details page
        2. Schedule out your work and assign it to your team using Work Orders (great for large teams) 
          • Access Create work order from the global bar or through the Work Order Explorer 
        3. Or, use a combination of both!  

        4. Additional account items that may need to be set up πŸ“¦ πŸ“ πŸ”¬

        Personalize your account even more by setting up these additional account settings based on your needs: 

        5. Masterclass πŸ…

        Utilize these tools to get the most out of your InnoVint account:

        • Enter your vineyard data and contracts:
        • Learn about using the sparkling workflow in InnoVint 🍾 (if Sparkling activated) 
        • Learn more about how to track your case goods inventory (if Case Goods activated) 
        • Learn more about owners (if Custom Crush Permissions activated) 

        6. TTB Compliance πŸ—ƒ

        When the time comes to pull your government reports, know the tips and tricks to get that data fast. 
        • Need to report your volume in tax classes other than <16% or 16-21%? Utilize the Inventory at Point in Time Report to generate this information (looking at you California wineries πŸ‘€).  
        • Use the Tax class declaration report to declare all of your wines in one go today! 
        • Run the TTB 5120.17 report and use the TTB Audit Report to deep dive into your action history 
        • Utilize the lock backdating option to ensure no changes will be made to previously submitted reports πŸ”’

        7. What's next? πŸ›«

        Now you're ready to start using InnoVint daily to enter analysis, record actions and work orders, communicate with your team and generate valuable reports.



        If you have any questions, please submit a ticket or email InnoVint Client Success at support@innovint.us. We're here to help you get the most out of InnoVint! 

        If you are interested in any of our integrations or add-on features, please submit a ticket or email InnoVint Client Success at support@innovint.us