This is a document about creating, editing and listing Batches.  To read about the overview of a Batch, view the Wine Batch Overview page under Winemaking.

A batch is any homogeneous amount of product that has the same blend composition. It may be spread over many tanks or barrels.

In this document:


Related Terms

Type: A group of batches based on the broadest possible attribute of color and or style and strength eg: Red, White, Rosé, Sparkling, Fortified… well you get idea.

Wine: A group of batches that can be used for searching and reporting. The wine code is often based on the variety or blend eg: CH, CS, CM.

Designation: Another way to group batches for ease of searching and reporting. The designation code is best used for a combination of 2 things: who owns the batch and what quality tier it is. eg TJRS (Tom Jones’ Reserve),  OWSV (own wine / single vineyard range).

Listing Batches

From the Settings > Make area you are able to select Batches to show a list of batches with the wine 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 ‘In the Winery’ tab.  Those that have already been packaged, despatched or simply not being used in the winery 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 and Edit link next to each batch line.  This will display the details including its code, description, type, wine and designation.


 If the name you have chosen for your wine 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 ‘Edit’ link next to the relevant batch line and then  ‘edit’ again in the ‘Wine 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 wine batches list.

Coding for wine 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, use the first two characters of your code to represent the vintage of the wine followed by two characters representing the vineyard, grower, owner or designated product and finally two characters to represent the variety or blend. Any number of characters could be used as a suffix after these to add further description.

for example:

  • 15HVPNmlftrial1 could represent the 2015 Home Vineyard Pinot noir malolactic trial 1
  • 15RSCM could be the 2015 Reserve Cabernet Merlot
  • 14B1PNSaignee would represent 2014 Block One Pinot noir Saignee

By knowing that varietal information always occupies positions 5 and 6 in your code you can easily use this to filter your reports later.

Required Info

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

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



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