Process Flow Overview

Grape to Glass — End-to-End Winery Operations

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This page traces the lifecycle of wine from grape intake through to finished-goods sales. Each step shows its purpose, the forms used, and the tables that are read or updated. Click any step to expand the details.
1
Wine List Setup
Define a wine before any production or purchasing can begin

Sequence

Every wine must first be registered in the master wine list. This creates the Wine Key that links all downstream activities — fermentation lots, bulk storage, bottling runs, and finished-goods inventory — back to a single wine definition.

Forms

Add to Wine List Manage Wine List

Tables Updated

tbl_WineList — new row created (Add) or existing row edited (Manage)
2
Grape Intake
Receive harvested grapes and create a fermentation lot

Sequence

When grapes arrive (from own vineyard or a grower), the intake form captures the variety, weight, vineyard source, and assigns the lot to a Wine Key. A new row is automatically created in the fermentation log, starting the production chain.

Forms

Grape Intake

Tables

tbl_WineList — lookup Wine Key & variety
FermentLog — new fermentation lot created
3
Fermentation Monitoring
Track brix and temperature through fermentation

Sequence

During active fermentation, daily readings of brix (sugar level) and temperature are logged against each lot. This data drives decisions on when to press, rack, or close fermentation.

Forms

Brix & Temp Entry

Tables

FermentLog — load active lots
BrixLog — new reading appended
4
Close Fermentation
Complete fermentation and transfer wine to bulk storage

Sequence

When brix reaches the target and fermentation is judged complete, the lot is closed. The final gallons produced are recorded and the wine is assigned to a vessel in bulk storage. This is the hand-off from fermentation to bulk management.

Forms

Close Fermentation

Tables

FermentLog — active lot details
FermentLog — lot status set to Closed
tbl_BulkStore — gallons added to storage total
tbl_VesselContents — vessel assignment created
5
Bulk Inventory Management
Manage wine in vessels — receive purchased bulk, transfer, treat, and count

Sequence

Bulk wine lives in tanks, barrels, and other vessels until it is ready for bottling. During this stage wine may be received from external suppliers, transferred between vessels (racking, blending), and treated with additions (SO₂, oak, fining agents). Monthly physical counts reconcile actual gallons against the book totals.

Forms

Receive Bulk Wine Vessel Transfer Cellar Addition Bulk Inventory Count

Tables

tbl_WineList — Wine Key lookup (Receive Bulk)
tbl_VesselContents — current vessel data
tbl_BulkStore — gallon totals updated
tbl_VesselContents — vessel assignments updated
tbl_VesselTransfer — transfer record logged
CellarAddition — addition treatment logged
6
Bottling
Plan a bottling run, record the actuals, and move wine from bulk to bottles

Sequence

A bottling request is submitted to schedule the run, specifying the Wine Key, target volume, and required supplies. The request can be modified or cancelled before execution. After the physical run, the bottling record captures actual cases produced, gallons used, and supplies consumed. Bulk inventory is reduced and finished-goods inventory is increased.

Forms

Bottling Request Modify Request Cancel Request Bottling Record

Tables

tbl_WineList — wine details
tbl_VesselContents — available bulk
tbl_SuppliesLog — available supplies
BottlingRequest — request created / modified / cancelled
BottlingLog — actuals recorded
tbl_BulkStore — gallons decremented
FG Store — cases added to finished-goods
tbl_SuppliesLog — supplies consumed
7
Finished Goods Inventory
Track bottled wine on hand and reconcile with physical counts

Sequence

After bottling, cases sit in the cellar as finished goods until they are delivered to sales channels. Monthly physical counts compare actual cases on hand against the book total to identify shrinkage, breakage, or data-entry variances.

Forms

Bottle Inventory Count

Tables

FG Store — current on-hand quantities
tbl_WineList — wine details for display
BottleCount — physical count recorded with variances
8
Wine Sales & Distribution
Fulfill requests, deliver wine to sales channels, and handle returns

Sequence

Sales channels (Tasting Room, festivals, wine clubs) request wine from cellar stock. The cellar records the delivery, and the destination confirms receipt. Unsold or excess wine can be returned — the cellar confirms the return and adds quantities back to finished-goods inventory. This closes the loop from production to point of sale.

Forms

Wine Request Wine Delivery Delivery Confirmation Inventory Return Return Confirmation

Tables

FG Store — available finished goods
WineRequest — request created
FG Store — cases decremented on delivery, re-added on return
Supporting Process
S
Supplies Management
Receive, track, and count bottling supplies — feeds into bottling runs

Sequence

Supplies (bottles, corks, labels, capsules) are received and logged into inventory. When a bottling run is recorded, supplies are automatically consumed against the available stock. Periodic physical counts reconcile actual quantities on hand. This process runs in parallel and feeds into Step 6 (Bottling).

Forms

Supplies Intake Supplies Physical Inventory

Tables

tbl_SuppliesLog — intake quantities recorded
tbl_SuppliesInventory — physical count & variances