You can add a new batch from the Vessels page, or from any operation where a field to specify the batch is available.

Adding a Batch from the Vessels Page

To add a batch from the Vessels page:

1. Click the Plus icon.
2. Select New Wine Batch.
3. Depending on your configuration, either the Simple Wine Batch, or Advanced Wine Batch window displays.
4. Specify the details for the wine batch. Refer to Cost Tracked (%) Field if your account has this feature enabled.
5. Click Save

Adding a Batch from an Operation

To add a batch from an operation:

1. Click the Plus icon beside the Batch field.
2. Depending on your configuration, either the Simple Wine Batch, or Advanced Wine Batch window displays.
3. Specify the details for the wine batch. Refer to Cost Tracked (%) Field if your account has this feature enabled.
4. Click Save.

Cost Tracked (%) Field

This functionality is available starting with vintrace 9.4.3, but it is not enabled by default. If you would like to use this functionality, please contact our support team.

You must have the Can Edit Batch Costs Tracked (%) permission to specify a value in the the Cost Tracked (%) field.

The Cost Tracked (%) field enables you to specify the percentage of a wine’s cost that will remain with the batch (e.g., saignée or lees).

This field is only available when the batch is created. The value may not be edited after the batch is saved. Typically, this field is set to 0 for lees, and 10 for saignée.

If a value is not specified in the Cost Tracked (%) field, or the field is not available, 100% of the batch’s costs are tracked. For example, suppose you have 1000 gallons in batch A that’s worth $5000. If you blend 500 gallons of batch A with batch X, the $2500 of the cost of batch A is added to batch X. The remaining costs remain with batch A.

Now suppose that the Cost Tracked (%) field is set to 10 and you have 1000 gallons of Batch B that’s worth $5000. If you transfer out 10% of the wine to a saignée batch, $50 (i.e., 1%, or 10% of 10%) is added to the saignée batch. The remaining costs (i.e., $4950) stay with Batch B.

In the third example, suppose that the Cost Tracked (%) field is set to 0 and you have 1000 gallons of Batch C that’s worth $5000. You transfer out 90% of the wine (i.e., 900 gallons), and are left with 100 gallons that’s worth $500. If you transfer out the remaining 100 gallons to a lees batch that has costs tracked:

• $0 goes to the lees batch.
• $500 of the costs go to the 900 gallons that were previously transferred.