Configuration for Multi-Winery Support

vintrace has improved support for users with a multi-winery license. The enhancement features the following improvements:

• Ability to manage the items that are available to wineries
• Ability to set up the default extraction rates per winery

Managing an Item’s Availability

In order to manage the assigned set up items for wineries, you will need the Local vintrace Administrator permission or the All Winery Access permission.

Users with a multi-winery license can specify which items are available at each winery. This functionality makes searching easier and reduces the chance that an item set up for a specific winery isn’t used elsewhere.

The ability to specify the applicable winery applies to the following items in vintrace:

• Additives
• Additive templates
• Analysis templates
• Barrel treatments
• Blocks
• Closures
• Crush treatments
• Custom print templates
• Dry goods
• Equipment treatments
• Ferment treatments
• Glass/containers
• Metrics
• Other stock
• Product treatments
• Spray agents
• Standard notes
• Standard tasks
• Stock items
  
  • Single bottles
  • Cases (all)
  • Pallets
• Treatment agents
• Vineyards
• Work order templates

By default, each winery will have access to all of the existing set up items listed above. For existing set up items, you will need to unassign items that do not apply to a winery.

To manage a winery’s assigned set up items:

1. Click Set Up in the sidebar.
2. Search for the set up item.
3. From the item’s tile, click Configure.
4. From the Winery list, select the winery that you want to manage the assigned items for.

If you’ve switched vintrace to a specific winery or only have access to a single winery, the Winery Setup window’s Winery list will automatically show that winery’s name; you will not be able to select a different winery from this window. If you need to manage the assigned items for a different winery, you will need to switch vintrace to that winery.

5. Click Assign to Winery.

The Assign Items for <WineryName> window displays. The selected winery’s name displays in the window’s title. The displayed list defaults to the set up item from which you clicked the Assign to Winery button. For example, if you were viewing standard notes when you clicked Assign to Winery, the list of standard notes displays. You can view a different set up item by selecting it from the Types list.

Active and inactive items are displayed. Checkboxes for items assigned to the winery are selected; de-selected checkboxes are not assigned to the winery. When the Assign Items window is initially displayed, the selected items are listed at the top.

The Assign Items window lists items starting with a number first, followed by items starting with a capital letter, followed by items starting with a lowercase letter.

6. To change the items assigned to the winery, select or de-select the items. You can select or de-select all items using the select all/none checkbox that’s displayed to the left of the column headers.

7. Click Save.

If you have the Local vintrace Administrator permission or the All Winery Access permission, you can also manage the assigned items for the wineries available to you from the Winery Setup window’s Winery list by clicking the assign items icon.

Setting Up the Default Extraction Rates

To set up a winery’s default extraction rates:

1. Click Set Up in the sidebar.
2. Search for Winery.
3. From the Winery tile, click Configure.
4. Click Default Extraction Rate Setup.
5. Enter the rates for each Fraction Type. 

6. Click OK.
7. Click Save.