Support & FAQ

An administrator sets the winery up under Settings (company name, units, roles), invites people under Settings → Members, and loads starting data under Settings → Import — either by filling in the downloadable template workbook or by stepping through the guided screens. Opening balances post as a single Opening Balance entry as of the start date you choose.

Yes. Settings → Importgives you a multi-tab Excel template with a sheet for each kind of setup data (reference lists, bulk lots, case goods SKUs, dry goods lots, vessels, roles, members, settings). Fill it in, upload it, review the parsed preview and any skipped rows with their reasons, then commit. Rows that can’t be read are listed back so you can fix and re-upload; everything valid still imports.

Each member has a role, and each role is a set of permissions (view reports, post routine transactions, adjust, manage reference data, manage settings, and so on). Roles are managed under Settings → Roles. Screens and actions a role can’t use are hidden rather than shown disabled.

Most transaction types can be edited in place: open the transaction from Lot History, choose Edit, change a field, and save. Behind the scenes the original is reversed and your corrected version is re-posted as one linked entry, so the ledger stays append-only and the audit trail is complete. Types without an Edit button are corrected by reversing and re-entering, or with an Adjustment.

Cost travels with the inventory. Bulk, case, and dry goods all use a continuous moving-average cost per unit: every draw-down (a sale, a bottling run, a consumption) is valued at the lot’s running cost as of that transaction’s effective date, and purchases move the average when they land. Cost-pool allocations spread cellar and aging costs across lots.

Inventory as of a date, monthly recap, lot history, bulk & case value history, period roll-forward reports per inventory kind, an inventory-count worksheet, and a generated Journal Entry with a QuickBooks reconciliation view. Most reports export to Excel.

The app is a progressive web app. Routine entries made while offline are queued on your device and post automatically once you are back online; a review screen under Settings shows anything pending.

Individual reports export to Excel from their toolbar. For a full extract or an account-level export, contact support. Data handling and retention are described in the Privacy Policy.

Data is encrypted in transit, access is scoped per winery and per role, and backups are managed by our hosting provider. The app uses no analytics or third-party tracking. Report a security concern to [SECURITY EMAIL].