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).
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).
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