Work in Process - aged Items

Easily navigate and configure your work-in-process and aged items with Claret. Make the most of our simple hierarchy for WIP items and follow our comprehensive steps to get set up quickly.

If you use the Make or Farm Modules, you will need to perform some additional setup steps to ensure all your bulk wine, vintage and aging details are connected correctly.

The first part of this is the Work-In-Process, or Bulk Wine, items.

The hierarchy for these items is already set up so that's a great start. The hierarchy can be seen on the 'Work in Process - aged' tab on the Item Hierarchy page.

We have the Parent Work In Process (WIP) items and then their Child Work In Process items (generally used for the vintage level).

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Before you can build out your WIP items you will need to define Routings and Vintages

Setting up WIP Aged Items

Now that we understand the WIP Hierarchy and have set up Routing Steps and possibly Routings, you can set up the WIP Items themselves.

Let's start with an example. Let's look at the FNE St Lucia Pinot Noir. We have Bulk Wine which we will identify as FNESLPNO (this is our Parent WIP), and then a Child WIP for each vintage.

For each Child WIP, we need to know:

• which Routing to use (in our example, we'll use the aging steps and Pinot Noir routing we set up earlier)

• the 'Age Start' date

• the Vintage (you can see these up on the 'Vintages' page, or we can create them for you on Item import.)

And for the Parent, we need to know the Current Vintage.

So the data, in tabular form, would look like this (scroll to the right for all columns):

Parent WIP	Parent WIP Description	Current Vintage	Child WIP	Child WIP Description	Routing	Vintage	Age-Start
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO21	FNE St Lucia Pinot Noir 2021	Standard Pinot Noir	2021	2022-01-01
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO22	FNE St Lucia Pinot Noir 2022	Standard Pinot Noir	2022	2023-01-01
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO23	FNE St Lucia Pinot Noir 2023	Standard Pinot Noir	2023	2024-01-01
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO24	FNE St Lucia Pinot Noir 2024	Standard Pinot Noir	2024	2025-01-01

Or, if you did not set up your routings earlier, replace the 'Routing' column with a column for each of the Routing Steps you created earlier, and a value, in months, for how long the wine will be aged at that step.

Parent WIP	Parent WIP Description	Current Vintage	Child WIP	Child WIP Description	Barrel Age	Bottle Age	Vintage	Age-Start
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO21	FNE St Lucia Pinot Noir 2021	3	4	2021	2022-01-01
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO22	FNE St Lucia Pinot Noir 2022	3	4	2022	2023-01-01
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO23	FNE St Lucia Pinot Noir 2023	3	4	2023	2024-01-01
FNESLPNO	FNE St Lucia Pinot Noir	2022	FNESLPNO24	FNE St Lucia Pinot Noir 2024	3	4	2024	2025-01-01

You can set up each of your bulk wine items one by one using the same process described in the Items section, but selecting the 'Default WIP Aged Hierarchy' to build your tree. You will notice you are asked to add the Vintage and aging data as you drag WIP items across from being 'Unassigned' and into the tree.

However, you can also provide us with a file to load your WIP items. The sheet will be structured in the same way as the tables above. Here is an example for you to use as a starting point, however, you can replace the 'Routing' column with your Routing Steps columns if you have not yet created any Routings (as we did in the second table above).

9KB

WIP_item_import_example.xlsx

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