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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 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 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 plant's 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
The fruit receival workspace is 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 to your weighbridge as well.
The fruit receival workspace is a...
Make
Make
Vinsight's "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.
Vinsight's "Buy and Sell" section provides tools to manage both purchasing and sales processes . It supports trad...
Operations Dashboard
Use "Bulk Operations" to record adjustments, movements, additions and other changes to bulk wine.
Use "Bulk Operations" to record adjustments, movements, additions and other change...
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, which will then be brought into tank through a bulk (Crush) operation.
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 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 has p...
Yield Predictions
Update yield predictions to help plan harvests and production.
Update yield predictions to help p...

Bulk Receivals

Bulk Receivals
Bulk Receivals are used to record bulk wine received from other wineries, which will then be brought into tank through a bulk operation.
Bulk Receivals are used to record...
Inbounds
Inbounds

Lab Analysis

Lab Analysis
Record wine anaylsis results and allocate 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 create Stock Items.
Consume packaging and bulk to crea...

Bulk Despatch

Bulk Despatch
Document despatches of bulk wine to outbound location.
Document despatches of bulk wine t...

Stock Adjustments

Stock Adjustments
Adjust stock levels and locations to match actual stock counts, or record changes due to things like breakages, damage or expiration.
Adjust stock levels and locations...
Stock Transfers
Document transfers of stock between stock locations.
Document transfers of stock betwee...

Stock Items

Stock Items
Everything not in a tank or a barrel can be tracked as a 'Stock Item' in the App. 'Stock Items' encompass 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 "Accounts Dashboard" is a key interface for viewing, and analysing production costs associated with the product.
The "Accounts Dashboard" is a key interface for viewing, and analysing produ...
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 indir...

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 a customisable dashboard used for viewing Stock Item purchases and purchase reports
The Purchases Dashboard is a customisable dashboard used for viewing Stock I...
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 sal...

Production Cost Monitoring

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

Add-Ons

Add-Ons
Integrate and synchronise sales status information with Vinsight's Add-Ons
Integrate and synchronise sal...
Vinsight offers a wide range of pre-built reports that can be customised and exported in various formats. You can also design and save your own custom reports for future use. Reports include the following features:
Vinsight offers a wide range of pre-built reports that can be customised and exported in various formats. You can...

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 does 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 does provide features to assist with planni...
Overview
Overview
The "Make" area of Vinsight is really where the winemaking comes into play. Here, 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. Here, the entirety of the winemaking p...
Vinsight is a B2B (wholesale business to business) sales tool and does not do consumer sales natively. However it 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. However it...
The Purchases area is where you can create and manage purchase orders for stock or services. Orders support multiple currencies and can be emailed directly to suppliers. The dashboard helps you track what’s on order, expected delivery dates, and incoming inventory.
The Purchases area is where you can create and manage purchase orders for stock or services. Orders support multi...
  • 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...