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  1. Master Data
  2. Items

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.

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Last updated 9 months ago

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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).


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

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).

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

You can set up each of your bulk wine items one by one using the same process described in the 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.

Routings
Items
9KB
WIP_item_import_example.xlsx