Inventory

Transactional file delivering an on-hand inventory snapshot for both bulk wine WIP and finished goods. Both flow through the same file format.

On-hand inventory snapshot for bulk wine WIP and finished goods. Both flow through the same file format. The only difference is the underlying master data the rows reference (e.g., ZAM-WINERY + tank bins for bulk; ZAM-WHS + storage bins for FG).

Schema

#
Column
Required?
Description
Example

1

item_name

The item this inventory belongs to, at the transactional level. For FG items: this is the vintage_name from the Finished Good Items file when one exists (e.g., 122-16), otherwise the item_name (e.g., 124). For bulk wine: this is the child_wip_name from the Bulk Wine Items file (e.g., ZAMNVCAS19).

122-16

2

bin_name

Tank or storage location identifier. Must match a bin from the Locations file.

SS-01

3

lot_name

Lot code.

RM19CASRUT.ZAM

4

date_filled

Date the bin was last filled with this lot/item, as YYYY-MM-DD.

2023-08-01

5

quantity

On-hand quantity at snapshot time. Numeric value. Decimals fine, whole numbers fine. No thousands separators.

5000

6

uom

Unit of measure (e.g., Gallon, 9LE Case).

Gallon

7

lot_status

Status of the wine in the lot, e.g., RTB (ready to bottle), WIP (work in process), Aging, Blending, Finished. Most relevant for bulk wine rows; typically empty for FG rows. Tracks with the lot, so every row sharing the same lot_name within a file should carry the same lot_status.

RTB

Header row

item_name,bin_name,lot_name,date_filled,quantity,uom,lot_status

Sample data

item_name,bin_name,lot_name,date_filled,quantity,uom,lot_status
ZAMNVCAS19,SS-01,RM19CASRUT.ZAM,2023-08-01,5000,Gallon,RTB
ZAMNVCAS19,SS-02,RM19CASSH.ZAM,2022-07-08,5000,Gallon,Aging
ZAMNVCAS20,SS-03,RM20CASRUT.ZAM,2022-07-08,20000,Gallon,WIP
122-16,FG-GEN-BIN,FG-GEN-LOT,2024-01-01,879,"9LE Case",
124,Refrigerator,FG-GEN-LOT,2024-04-04,2310,"9LE Case",

Rows 1–3 are bulk wine, referencing child WIPs (ZAMNVCAS19, ZAMNVCAS20). Row 4 is FG with vintage, and references the vintage level (122-16), not the planning level. Row 5 is FG without vintage and references the item level (124) directly, because no vintage exists.

Snapshot semantics

  • Full snapshot every delivery. Each file is the complete current state, with no partial or delta files.

  • One row per (item, bin, lot, date_filled) combination. Multiple lots in the same bin → multiple rows.

  • An emptied bin must be reported as a row with quantity=0 for the most recent (item, lot) it held. This clears the position.

  • A bin with no recent activity may be omitted; Claret retains the prior known quantity until the next snapshot.

  • lot_status should be consistent across all rows that share the same lot_name within a single file.

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