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Batches (Distillery)

Overview

This is a document about creating, editing and listing Batches.  A batch is any homogeneous amount of product (whether it is a fermenting mash or distilled heads, hearts or tails) that has the same blend composition.  It may be spread over many tanks or barrels.

In this document:

 

Related Terms

Type: When using Vinsight for distilling, the type will be Generic Spirit, Gin, Whisky, Pisco or whatever the most broad term of the product you are making.

Batch Categories: A group of batches that can be used for searching and reporting. The batch category  is often based on the variety or blend.  For example, categories of Whiskey could be Malt Whisky, Grain Whisky, Blended Whisky etc. . .

Designation: Another way to group batches for ease of searching and reporting.  The designation code is best used for a combination of two things: who owns the batch and the product line (or brand, if creating more than one brand).  For example if  the  Distilling Co Ltd (DCL)  has two brands, Fantail and Peacock, the designations could be ADC-Fantail and ADC-Peacock.  If you (DCL)  produce your own product and also distill for  X Co and Y Co on contract, this is the place where you would make that distinction, e.g. “DCL”, “Contract – X Co” and “Contract – Y Co”.   Alternatively there could simply be a single category DCL.  The options are pretty broad here.

Note: Just remember that, along with batch categories and codes, designations are simply there to give you more searching and reporting options.  While the DCL Fantail and DCL Peacock designations will enable you, for example, view a report of all DCL Fantail sales, the categories of Malt Whisky and Blended Whisky will give you the option of e.g. viewing a report that shows all Malt Whisky in stock.   (If you make a single product it is equally fine to have a single  Type, Category and Designation, e.g. “Whisky”, “Blended Whisky” and “DCL”) .

 

Listing Batches

From the Settings > Make area you are able to select Batches to show a list of batches with the category and designation details. You can search for particular batches by using the  box located next to the ‘New’ button near the top of the screen or the advanced search button directly below that.  You can  view current batches by selecting the Batches item on the Make menu.  Those that have already been packaged, despatched or simply not being used in the distillery will appear in the ‘History’ tab and those that have been “deleted” will appear in the ‘Archived’ tab.

Viewing and Editing Batches

To view or edit a batch there is a View link next to each batch line.  This will display the details including its code, description, type, category and designation.

Renaming

 If the name you have chosen for your batch is no longer relevant,  incorrect for some reason or you simply wish to add more detail, you are able to do this by selecting the ‘View’ link next to the relevant batch line and then  ‘Edit’ in the ‘Batch Details’ area.  Once in edit mode you can simply change or amend the Batch Code in the text-field.  This will re-name the batch throughout the app.  All data associated with the batch will now reflect the new name.

 

 

Creating Batches

Click the ‘New’ button from the batches list.

Coding for batches has similar considerations as for naming vessels.  Consistent naming conventions should be established to maximise the value of the information put into and extracted from the system.

For example:

  • Gin-London-L2018-008 could represent the 8th London Gin Batch made in 2018
  • Whisky-10yo-L542 could represent batch 542 of your 10yo Whisky

Required Info

Code, Category, Type and Designation are all required fields.  You can create new Category or Designation codes by simply typing the new value into the box above the drop-down list.

At this point you cannot create new types. Let us know if you need a new type and we can help create this for you.

 

 

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