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Transfers, Adjustments & Additions

In this document:

Transfers

Transfer operations are when you are moving wine from one or more vessels to another. If you select multiple source vessels to transfer, they will be blended first before going into the destination vessels.

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An example transfer operation filled out

Adjustments

Adjustment operations are used to perform an adjustment on the volumes in one or more vessels. This is generally used when you find that you need to change the volume but not because of any specific type of operation. For example, your vessel may have lost some wine because it fell over. Then your recorded volume would be incorrect and would need to be adjusted.

In an adjustment operation, you only see one table as you are not transferring the wine to other vessels

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An example adjustment operation filled out

Additions

Addition operations are for when you add something to a vessel of wine, for example PMS.

To view an existing addition, click on the ‘Additions’ tab.

To create a new addition, click the  ‘+ New’ tab.  In the “Operation Details” area, select addition from the Op Code drop down menu.  Then go to the “Working With” area and select the vessel(s) you want to work with.  Then go to the “Additions” area to select the vessel you’re applying the addition to and the additive itself.

Enter the Rate to add, which will automatically calculate the Quantity.

Adjusting Initial Volume After Setting Rate or Quantity

When you enter/edit the Rate a ‘pin’ will appear in the Rate column.

AdditionsRatePin

This ‘pin’ simply indicates that the rate has been set and if you subsequently edit the initial volume in the vessel the rate will stay fixed while the quantity will adjust accordingly.

For example if you increase the initial volume in the vessel, the rate will stay fixed and the quantity will increase in proportion to the volume increase.

ChangeInitialVolumeFixedRate

By contrast if you set a fixed quantity,  the pin will appear in the Quantity column.  If you now edit the initial volume in the tank, the quantity will stay fixed and the rate will change accordingly.

AdditionsQuantityPin

After change(increase) to initial volume. . .

ChangeInitialVolumeFixedQuantity

Use the comments box  to record safety or other relevant information.

If you are on a multi-location subscription, you can also set the location where stock will be depleted from by making a selection from the ‘Stock Location’ drop down menu.

You can also do additions on other operation types, for example, transfers.

Finally click ‘Save’ to create a draft or ‘Save and Update” to finalise the operation.

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An example addition operation filled out.

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