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Business Workflow Overview – Sales and Inventory

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. Key functionality included in the "Inventory and Sales" configuration is summarised below.
Vinsight is a cloud-based software built for the beverage industry, with flexible tools for managing production, i...
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...
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...
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...
Count 
Count 

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
'Stock Items' encompasses all product ingredients, packaging and finished items.
'Stock Items' encompasses all prod...
Selling Goods
Selling 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...
Purchasing Goods
Purchasing...
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...

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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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...
Overview
Overview
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...
  • Inventory Monitoring
  • Stock Ageing tools
  • Compliance tracking
Inventory MonitoringStock Ag...
  • Trade, Wholesale and Export
    sales 
  • WET and Excise reporting
  • Native B2B support
  • Integration with consumer sales
    tools

Trade, Wholesale and Export...
The "Count" area of Vinsight is used to document and adjust stock levels once purchased. 
The "Count" area of Vinsight is used to document and adjust stock levels once purchased.