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Business Workflow Overview – Wineries

This page contains a generalised overview of Vinsight from a workflow and functionality perspective. For more detailed technical information, please refer to our documentation site.

If you would like a guided introduction or have a specific question, please book in a webinar or contact our support team directly.

This page contains a generalised overview of Vinsight from a workflow and functionality perspective. For more detailed technic...
Vinsight is a cloud-based software built for the beverage industry, with flexible tools for managing production, inventory, and sales. These key areas support the product workflow, at every stage, from vine all to customer.
Vinsight is a cloud-based software built for the beverage industry, with flexible tools for managing production, i...
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Harvest Approval
The Harvest Approval feature provides framework for an additional control point to help ensure company and regulatory requirements are being met and documented. For example, receipt of Spray Diaries, determination of pre-harvest intervals, organic or other certification requirements.
The Harvest Approval feature prov...
Growers Dashboard
The "Grower Dashboard" is a key interface for viewing, recording and reporting on critical steps of a plants maturing process.

The "Grower Dashboard" is a key interface for viewing, recording and rep...
Sales Dashboard
The "Sales Dashboard" is an customisable home screen used for planning. recording, and viewing sales. 
The "Sales Dashboard" is an customisable home screen used for planning. rec...
Production
Product...
Fruit Recieval
Use the fruit receival workspace as a convenient tool for receiving trucks of product, comparing with the booking, and moving fruit into vessels. Depending on your hardware, you may be able to connect you weighbridge as well.
Use the fruit receival workspace...
Make 
Make 
Vinsights "Buy and Sell" section provides tools to manage both purchasing and sales processes . It supports trade, wholesale, and export sales, and can also connect to B2C sales channels. Stock levels for incoming and outgoing goods are tracked through the Purchases and Sales Dashboards, which can be customised to show relevant data from other parts of the system.
Vinsights "Buy and Sell" section provides tools to manage both purchasing and sales processes . It supports trade...
Operations Dashboard
Use "Bulk Operations" to record adjustments, movements and additions etc to bulk wine.
Use "Bulk Operations" to record adjustments, movements and additions etc to bulk w...
Vinsight is not a full accounting package, but it does specialise in Cost Accounting and help manage the balances of your current assets, calculates inventory valuations and generates journals for production activities and Cost of Goods Sold (COGS) reporting
Vinsight is not a full accounting package, but it does specialise in Cost Accounting and help manage the balances...
Analyse
Analyse
Pre-Harvest (Premium Subscribers)
Pre-Har...

Harvest Entries

Harvest Entries
Harvest entries record the delivery of fruit and are one of two initial steps for producers in the "Make" process  
Harvest entries record the deliver...
Grow
Grow
Grower Operations
Use "Grower Operations" to record your own custom operations made to sub blocks. eg; pruning, spraying...
Use "Grower Operations" to record y...
Harvest Booking
The Harvest Booking feature set has practical uses for Growers, Producers and Coordinators. When a Grower receives a Harvest Booking, they know the expected fruit delivery quantities as well as when it is expected and where.
The Harvest Booking feature set h...
Yield Predictions    
Update yield predictions to help plan harvests and production.
Update yield predictions to help p...

Bulk Recievals

Bulk Recievals
Bulk Receivals are used to record bulk wine received from other wineries.   
Bulk Receivals are used to record...
Inbounds
Inbounds

Lab Analysis

Lab Analysis
Record wine anaylsis results and allocate them to tanks or barrels.
Record wine anaylsis r...

Ferments Analysis

Ferments Analysis
Record fermentation analyses, vessel and yeast information.
Record fermentation an...
Count 
Count 
Production
Production
Packaging Operations
Consume packaging and bulk to transfer wine to outbound location. 
Consume packaging and bulk to tran...

Bulk Despatch

Bulk Despatch
Document any removals of bulk wine recieved.  
Document any removals of bulk wine...

Stock Adjustments

Stock Adjustments
Adjust stock levels and locations to match actual stock counts, or record changes due to things like breakages etc.
Adjust stock levels and locations...
Stock Transfers
Document transfers of stock from between one or more stock locations.
Document transfers of stock from b...

Stock Items

Stock Items
Everything not in a tank or a barrel can be tracked as a 'Stock Item' in the App. 'Stock Items' encompasses all product ingredients, packaging and finished items.
Everything not in a tank or a barr...
Buy and Sell
Buy and...
Outgoing Goods
Outgoing Goods
Account
Account
Account Dashboard
The "Account Dashboard" is a key interface for viewing, and analysing production costs associated with the product .
The "Account Dashboard" is a key interface for viewing, and analysing produc...
Inputs
Inputs
Transactions
Transactions

Cost Allocations

Cost Allocations
View and apply/allocate indirect costs for overheads and other costs to Bulk Work in Progress.
View and apply/allocate indi...

Alcohol Taxation

Alcohol Taxation
Tax recording, auditing and reporting for Excise and WET (Wine Equalisation Tax)
Tax recording, auditing and re...
Sales Performance
Sales Performance
Unlock real-time insights into revenue, margins, and product trends, track product performance by product and/or customer groups.
Unlock real-time insights into r...
Purchases Dashboard
The "Purchases Dashboard" is customisable dashboard used for viewing purchases eg; Fruit Receivals and bulk receivals
The "Purchases Dashboard" is customisable dashboard used for viewing purchas...
Incoming Goods
Incoming G...
Inventory
Invento...
Sales
Sales

End of Period Accounting

End of Period Accounting
Produce Journals for production, bottling, and COGS
Work in progress and stock on hand valuations
Produce Journals for production...
Packaging and Despatch
Packaging and Despa...

Purchase Orders

Purchase Orders
Raise and record purchases when purchasing services or stock items from suppliers. Purchasing ingredients and packaging is the first step in accurate costings.
Raise and record purchases whe...

Sales Orders

Sales Orders
Sales Orders are raised when selling services or stock items out of inventory. Sales orders are multi-currency and sales tax aware.
Sales Orders are raised when...

Add-Ons

Add-Ons
Integrate and synchronise sales status information with Vinsight's B2C sales options
Integrate and synchronise sa...

Production Cost Monitoring

Production Cost Monitoring
Keep close track of production costs with dynamic recording of product costings for insights and accounting.
Keep close track of production c...
Reporting
Reporting
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Vinsight's Pre-Harvest features streamline the workflow between "Grow" and and "Make" phases in the software providing better planning and pre-approvals, and harvest day tools for receiving fruit.  
Vinsight's Pre-Harvest features streamline the workflow between "Grow" and and "Make" phases in the software provi...

Add-Ons

Add-Ons
Integrate and synchronise sales status information with Vinsight's Add-Ons
Integrate and synchronise sa...
There are many pre-formulated reports available in Vinsight. Reports can be customised and exported in different formats using a range of preset reports as well as the ability to design and save custom reports. Some commonly used reports are as follows:  
There are many pre-formulated reports available in Vinsight. Reports can be customised and exported in different f...

Inventory

Inventory
'Stock on Hand' reporting allows you to summarise and view current and historic Inventory levels
'Stock on Hand' reporting allows...

Traceability

Traceability
Traceability reporting allows for easy access product history from estate to customer. This helps with external and internal compliance 
Traceability reporting allows f...

Compliance

Compliance
Produce quick summarizations and comprehensive reports for Excise Tax and Wine Equalisation Tax (WET).
Produce quick summarizations and...
While Vinsight is not a comprehensive horticultural management app, it provide features to assist with planning and documenting horticultural activities as outlined in this grow section.
While Vinsight is not a comprehensive horticultural management app, it provide features to assist with planning an...
Overview
Overview
The "Make" area of Vinsight is really where the winemaking comes into play within it's production components. Here, planning, the entirety of the winemaking process can be planned and recorded from fruit delivery to bottling.
The "Make" area of Vinsight is really where the winemaking comes into play within it's production components. Here...
Vinsight is a B2B (wholesale business to business) sales tool and does not do consumer sales natively, but connects to
e-commerce and POS systems for multi-channel sales reporting, tax reporting and central inventory tracking.
While Vinsight is not an accounting package, it does do invoicing. 
Vinsight is a B2B (wholesale business to business) sales tool and does not do consumer sales natively, but connec...
The Purchases Dashboard lets you create and manage purchase orders for stock or services. Orders support multiple currencies and can be emailed directly to suppliers. This helps you track what’s on order, expected delivery dates, and incoming inventory.
The Purchases Dashboard lets you create and manage purchase orders for stock or services. Orders support multiple...
  • Pre-Harvest Planning
  • Documenting for Compliance 
  • Fruit Receival
  • Winery Operations
  • Packaging and Despatch

Pre-Harvest Planning...
  • Inventory Monitoring
  • Stock Ageing tools
  • Material Resource Planning 
  • Compliance tracking
Inventory MonitoringStock Ageing too...
  • Trade, Wholesale and Export
    sales 
  • WET and Excise reporting
  • Native B2B support
  • Integration with consumer sales
    tools

Trade, Wholesale and Export...