Carruthers Wines — Main Menu

Inventory & Bottling Forms

View Process Flow Overview → Wine Planning Report →
TR Operations
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Opening & Closing Checklist
Daily shift checklist — opening and closing tasks, temps, register count, and sanitation log
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📋
Wine Request
Request wine from the cellar when TR stock is running low
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❌
Cancel Wine Request
Cancel a pending wine request (duplicates or no longer needed)
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🚚
Wine Delivery
Record a wine delivery sent from the cellar to the Tasting Room
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✅
Delivery Confirmation
Confirm receipt of a wine delivery from the cellar
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♻️
Inventory Return
Return unsold festival wine or excess wine club stock back to the winery
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✅
Return Confirmation
Confirm receipt of returned wine and add quantities back to inventory
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Wine Management
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Add to Wine List
Register a new wine entry before receiving bulk wine or grape intake
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✏️
Manage Wine List
View all wines, search, and edit release status, pricing, specs, and other details
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Fermentation
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Grape Intake
Record a grape delivery from the weigh tag — one parcel per varietal, estimated or certified weight
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Record Crush
Record a crush event — the wines produced, and which lot each one drew its fruit from
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🌡️
Brix & Temp Entry
The Daily Fermentation Log — Brix and temperature for every open ferment, with who measured it and when
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🏁
Close Fermentation
Move a crush out of ferment and into bulk at an identified vessel — this is where the wine gets its version
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📊
Crush Summary
How the vintage is going — tons received and still in bins, yield by method, what is open, and tonnage by varietal, county and grower
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Crush Report
One wine, one crush event — what fruit went in, how it was weighed, its appellation share, and what came out of the ferment. Usually reached from the Summary above
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🧭
How a Brix Reading Gets Logged
The whole path from a crush to a closed ferment — what happens on its own, what needs a person, and the five things to get right. For training.
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Bulk Management
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Bulk Summary
What is in the cellar between ferment close and bottling — position by location, every vessel with its fill, what is empty, what is unaccounted, and which wines need counting
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Bulk Report
One wine — where it is, what the book says, how the two differ, and how it got there. Usually reached from the Summary above
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🍷
Receive Bulk Wine
Log incoming bulk wine from a supplier and update bulk storage gallons
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🔀
Cellar Vessel Transfer
Record a transfer of wine between vessels and update bulk storage locations
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🧪
Cellar Addition
Log a chemical or oak addition treatment applied to a wine lot
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📊
Cellar Chemistry
Record chemistry measurements during aging — pH, TA, SO2, DO, with optional lab report upload
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🛢️
Bulk Inventory Count
Monthly physical count of all bulk wine vessels — updates BulkStore totals
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Bottling & Finished Goods
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Bottling Request
Submit a planned bottling run request
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✏️
Modify Bottling Request
Update or cancel a pending bottling run request
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🚫
Cancel Bottling Request
Cancel a pending bottling run request
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📝
Bottling Record
Record actuals for a completed bottling run
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📦
Bottle Inventory Count
Month-end physical count — enter actual cases on hand and record variances
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Supplies
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Supplies Intake
Record incoming supplies shipment — bottles, corks, labels, capsules
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📋
Supplies Physical Inventory
Count all supplies on hand — record variances and update inventory adjustments
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🍾
Add Bottle to Catalogue
Define a new bottle and issue its SKU — volume, bottles per case, reorder threshold
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🍷
Add Cork to Catalogue
Define a new cork and issue its SKU
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🏷️
Add Label to Catalogue
Define a new label and issue its SKU
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TTB Supplies
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TTB Receipt
Receive spirits (SP) or fruit concentrate (FC) into the TTB materials ledger
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TTB Convert-In
Convert fruit concentrate to cellar fruit wine — computes juice-equivalent volume
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⚙️
TTB Cellar Operations
Usage, transfer, loss, and adjustment events for TTB-tracked materials
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Documents
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Classify Documents
Name it, file it and attribute it — the document on the screen while you do, one after another
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🗄️
Document Summary
Every captured invoice, weigh tag and BOL — what is waiting to be matched, whether each counterparty is sending to the right address, and what evidences nothing
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How a Document Gets Filed
The whole path from an email to a filed document — what happens on its own, what needs a person, and the five things to get right. For training.
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Data Quality
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Data Health
What is wrong in the workbook right now, split by whether a person typed it or a flow wrote it — a worklist on one side, an alarm on the other
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