New User to InnoVint

Welcome to InnoVint! 👋

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 👣   

• Open the Chrome Browser (click here to download it if you don’t have it on your computer) and bookmark the link: https://cellar.innovint.us/.
• Brand new InnoVint users will receive an activation email to validate your email address and set your password.  Next, login with your email and 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 our mobile app, InnoApp, to enter data on the go 📱
• If you have access to more than one account, switch between accounts using the top left winery toggle. 
• If you are a client at a custom crush facility (with Owner Permissions activated), please reach out to your host winery for specifics about how to engage with InnoVint.  

2. View your existing inventory 🌱 🍇 🍷

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

• Lot Explorer: View and manage current juice and wine lots
  • Learn how to add new lots and fill them with volume via a B2B Transfer In 
• Vessel Explorer: View and manage vessels
  • Enter new vessels or edit current vessels 
• Case Good Explorer: View & manage current case good lots (if Case Goods is activated) 
• Dry Good Explorer: View and manage your additives and packaging supplies 
  • Receive more dry goods inventory
• Vineyard Explorer: View and manage vineyards and blocks 
  • Learn how to add or edit vineyard and block sources
• Report Explorer: View activity, custom, multi-winery, compliance, and analysis reports 
  • Use the Winery Activity Feed to view all recorded activities 
  • Analysis Reporting 
  • Understand which exports are available 

• COGS Tracking Explorer: View and add costs to the system (if you have the Finance module and COGS Tracking activated) 
• Settings: Manage your preferences and settings 
  • If you are an Admin understand your capabilities (including how to add additional users) 

3. Learn how to record activity ✅ 📝 

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 📦 📝 🔬

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

• Set up your dip charts
• Print your QR code vessel labels and lot labels 
• Select your harvest settings - receive fruit options and expected yield 
• Create your analysis panels for quick access
• Create your most frequently used work orders as templates & set your default work order submission preference 
• Save frequently used shipping locations for Bills of Lading & bond to bond transfers
• Add vessel locations to your vessels 

5. Masterclass 🏅

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

• Use a Custom action or Custom task to personalize your workflow and apply tasks to the entire winery
• Utilize bulk manage buttons to quickly make changes to lot and vessel inventory
  • Such as archiving/unarchiving, tag addition/removal, lot stages, and vessel details
• Learn how to upload existing lab data using the Analysis Import action 
• Add any other lot, vessel, dry good, or vineyard information by uploading a pdf, photo or file to any Note on a details page 📝
• Create and add Tags to your inventory items and vineyards to further track or sort them 
• Save time be using imports to quickly upload lots, vessels, dry goods, and vineyard events 
• Create your own analysis reports to view your data the way you like it
• Customize and save your own reports by using Custom Reports
• View your additive or packaging history using our dry good history reports 
• Enter any new winery costs (if the Finance module and COGS Tracking is activated) 💰
  • Enter your indirect cost items: dry goods and fruit costs
  • Enter your direct cost items, such as invoices, overhead, and other costs

• Enter your vineyard data and contracts:
  • Historical and current vineyard events and analyses
  • Current and upcoming vineyard contracts (if Finance and Grow are both activated) 
• Learn about using the sparkling workflow in InnoVint 🍾 (if Sparkling is activated) 
• Learn more about how to track your case goods inventory (if Case Goods is activated) 
• Learn more about owners (if Owner Permissions are activated) 

6. TTB Compliance 🗃

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 or the State Compliance by Bond report to generate this information (looking at you California wineries 👀).  
• 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 🔒

7. What's next? 🛫

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.

• Check out various features with our video resources, including past InnoVint Academy sessions and short tip videos 🎓
• Dive into InnoVint and see how we can help you simplify your work life, unify your team and make better wine!