Selling a Harvest or Purchase Batch

In the platform, you can register the sale of harvested grapes or purchased grapes/must. This step ensures that quantities permanently leaving the winery are recorded in the traceability system.

To access this function, go to the Winery Activities menu and select Harvest. Then click the yellow-blue arrow next to the batch you want to sell and choose Sale.

At the top of the form, you may see a large system notification. This can be closed by clicking the cross in the top-right corner.

‍

Important Notes About the Selling Step

You can perform multiple post-harvest actions (e.g., transfers or sales) on the same HBN (Harvest Batch) or PBN (Purchase Batch). This is possible only until the processed percentage reaches 100%. Once a batch is fully processed, it becomes inactive and no further steps can be taken.

You cannot sell multiple batches in a single registration. Each batch must be sold in a separate step.

⚠️ Selling Step Requires Certainty

• Only register a selling step if you are absolutely certain that the grapes or must will be sold and permanently removed from the platform.
• Selling steps directly affect traceability and cellar operations.
• While it is technically possible to delete a selling step, this is strongly discouraged due to the impact on traceability records.
• Once registered, the sold quantity will be marked as processed in the HBN or PBN. A fully processed batch will no longer be available for additional sales or transfers.

📅 When to Register

• Always register a selling step on, or just before, the actual pickup date of the grapes or must.
• This ensures accurate traceability and prevents conflicts with cellar activities such as transfers or transformations.
• Do not use this step as a placeholder. Register it only when the sale is final.

‍

Completing the Selling Form

After selecting Sale , a form with two sections will appear.

‍

1) General Information

In this section, provide the following details:

• Date – Pickup date or the date on the invoice.
• Description – Notes or details you want to record about the sale.
• Batch Information – Basic details about the selected HBN or PBN.
• Selling Type – Choose whether the sale concerns grapes or must (important for government documentation).
• Percentage of Harvest Sold – Enter manually or use the autofill switch to apply the available percentage of the batch.
• Estimated Weight Sold – Unlike harvest registration, the sold weight must be recorded.
• Total Working Hours – Labor time spent on the selling operation.
• Comments – Additional information if needed.

‍

2) Selling Details

This section allows you to provide more detailed selling data:

• Cost Price – Per kilogram and the total value. This is useful for calculating the production cost of wine.
• Purchaser Information – Enable the purchaser switch to enter details about the buyer, including:
  • Winery name
  • Contact person (name, phone, email)
  • Company name and VAT number
  • Winery address (street, city, postal code, country)

‍

3) Saving the Sale

Once all information has been entered, click Save to complete the registration.

If successful, the platform will confirm with the message:
“Selling step registered.”

The sale will then appear in your harvest overview and be integrated into your traceability records.

‍

Riepilogo

The selling step is a final action that records grapes or must leaving the winery. It ensures compliance and traceability but should only be used when the sale is confirmed.

For any questions or support, please contact the helpdesk.

‍

Argomenti correlati:

• Modulo Vendemmia – Panoramica
• Harvest module - Register a new harvest
• Harvest module - Register a new purchase
• Harvest module - Transferring a harvest or purchase batch to the cellar
• Harvest module - Selling a harvest or purchase batch

Editing & Deleting a Harvest or Purchase Batch

In the platform, you can edit or delete registered harvest steps (HBN) and purchase steps (PBN).
You can access this section by going to the Winery Activities menu and selecting Harvest.

Editing a Harvest Step (HBN)

To edit a harvest step or batch:

1. Click the blue pencil icon next to the batch you want to update.
2. The registration form will open with all original details pre-filled.
3. Make the necessary changes.
4. Click the blue Save button in the bottom-right corner.

Your updates will be applied immediately.

Important notes:

Once a grape variety has been registered in a harvest, it cannot be changed. Changing it would break traceability and could cause problems for any cellar batches linked to this harvest.

The harvest date can be updated, but only if the new date is earlier than the latest action already performed on the batch (e.g., a sale or transfer). These rules ensure that traceability data remains consistent and reliable.

Editing a Purchase Step (PBN)

To edit a purchase step or batch:

1. Click the blue pencil icon next to the PBN you want to update.
2. The registration form will open with all details pre-filled.
3. Adjust the information as required.
4. Click the blue Save button in the bottom-right corner.

When changes are saved successfully, a green confirmation message will appear.

Important notes: ‍

It is technically possible to change the grape variety of a purchase batch, but this is not recommended. Doing so will affect the traceability of all cellar batches linked to the PBN.

The purchase date can be updated, but only if the new date is earlier than the latest step performed on the batch (e.g., sale or transfer). Following these rules ensures your traceability records remain reliable.

Deleting a Harvest or Purchase Batch

In the harvest module, you’ll find a deletion icon next to every HBN (harvest batch) and PBN (purchase batch).

• The icon is red and clickable only when no post-harvest steps (e.g., cellar batch creation or sale) have been performed on that batch.
• If the batch is already linked to a cellar batch or sale step, deletion is not possible. You must first delete the connected cellar batches or sales.

If no post-harvest steps exist:

1. Click the red trash icon.
2. A pop-up will appear with the message: “Do you really want to delete this Harvest?”
3. Click OK to confirm.

The batch will then be permanently removed from your records.

Riepilogo

• Use the pencil icon to edit harvest or purchase steps.
• Certain changes (e.g., grape variety) are restricted to maintain traceability.
• Use the trash icon to delete a batch, but only if no connected steps exist.

‍

If you have any questions or need assistance, please contact our helpdesk.

‍

Argomenti correlati:

• Modulo Vendemmia – Panoramica
• Harvest module - Register a new harvest
• Harvest module - Register a new purchase
• Harvest module - Transferring a harvest or purchase batch to the cellar
• Modulo Raccolta – Vendere un lotto di raccolta o di acquisto

Transferring a Harvest or Purchase Batch

In the platform, you can transfer harvested grapes or purchased grapes/must into cellar storage. This step ensures proper traceability and links the harvest or purchase batch to cellar batches (CBNs).

You can access this function by going to the Winery Activities menu and selecting Harvest. Click the yellow-blue arrow next to the harvest or purchase batch you want to transfer, then select Transfer to a storage unit.

⚠️ Important: It is not possible to transfer two different harvest or purchase batches in a single transfer step. If your goal is to process grapes from multiple parcels together (same press, same time), they must be registered in one harvest step so that a single harvest batch is created.

When you select Transfer to a storage unit, a form with four sections will appear.

1) Transfer to Storage Unit

In this section, you provide details about the amount being transferred and the processing method.

At the top of the form, information about the selected batch is displayed:

• Date – Automatically set to the current date and time. This can be adjusted if the transfer occurred earlier or is scheduled for later.

⚠️ Important: Transfers cannot be registered before the harvest or purchase date.A transfer always represents movement into the cellar. For correct traceability, the system blocks transfers dated earlier than the most recent cellar or transfer step already recorded. All steps (cellar and transfer) from an HBN or PBN must be registered in strict chronological order.

• Percentage of Harvest – Enter the proportion of the batch being transferred (e.g., 100 if transferring the full batch). A switch is available to autofill the full remaining percentage.
  • Once an HBN or PBN is fully processed, it becomes inactive in the harvest overview.
  • The interface also shows the percentage not yet processed before this step.
• Amount to be Processed – The total (estimated) weight being transferred. Exact measurement is not required.
• Unit – Choose the unit (e.g., kg, t).
• Method – Optionally describe how the grapes or juice are being transferred. Examples:
  • Destemming + crushing + pressing
  • Whole bunch pressing
  • Transfer of whole bunches for macération carbonique

Click Prossimo to continue.

2) Create Cellar Batch

When transferring to a storage unit, you have two options:

1. Create a new cellar batch (CBN)
2. Add liquid to an existing cellar batch

About CBNs:
A CBN ( Cellar Batch ) represents a batch of juice or wine in the platform, which may be divided across multiple storage units (tanks, barrels, etc.). All liquid in the same CBN is considered the same wine.

Example:
If a harvest batch is too large for one processing step, you may:

• In the first transfer, create a new CBN.
• In the second transfer, add more liquid to that same CBN.

Guidance:

• Stay in this section if creating a new CBN.
• Go to section 3 if adding volume to an existing CBN.
• You may also do both in one transfer step — creating a new CBN with part of the liquid and adding the rest to an existing one.

If you enable Create a new cellar batch, the following fields appear:

• Number of Batches – Numeric field (default = 1). Multiple CBNs can be created at once. They will share the same origin but be tracked separately.
• Cellar Batch Name – Assign a unique name. The system permits duplicates, as each batch also receives a unique CBC ( Cellar Batch Code ), but unique names are recommended for clarity.
• Cellar Storage – Select the cellar, then the available (empty) storage unit. Only empty units appear here. To add to an occupied unit, use Section 3.
• Volume – Enter the volume transferred.
• Unit – Select unit (liters, hectoliters).
• Add Multiple Storage Units – Click the blue Add button to include additional units.

When multiple new CBNs are created in one step, they are displayed with different background colors.

Click Prossimo to continue.

3) Add to Existing Cellar Batch

If you prefer to add grapes or must to an existing CBN, use this section.

⚠️ Important: You cannot split one transfer step across multiple existing CBNs. To distribute a harvest into more than one existing batch, register separate transfer steps.

Enable Add to Existing Cellar Batch to open a dropdown with all available CBNs. Select the desired batch.

• Adding volume to inactive CBNs is technically possible but strongly discouraged. For proper traceability, create a new CBN instead.

The system offers two options:

1. Add Volume to Existing Storages – Add to units already linked to the selected CBN.
   • Displays cellar, unit name, remaining capacity, and a volume input field (default unit = liters).
2. Add to New Storage – Add to a new, empty storage unit within the same CBN.
   • Required fields: cellar storage, tank, volume, unit.

Click Prossimo to continue.

4) Other Information

In the final section, you can enter additional details:

• Total Working Hours Spent – Time spent on the transfer (useful for labor reporting).
• Comment – Optional notes or remarks.

Click Save to complete the transfer.

If successful, the confirmation message appears:
“Transfer to storage unit step registered.”

Riepilogo

Transferring harvest or purchase batches ensures grapes and must are correctly linked into cellar operations. By following these steps, you maintain full traceability and reliable records.

If you have any questions, please contact the helpdesk.

‍

Argomenti correlati:

• Modulo Vendemmia – Panoramica
• Harvest module - Register a new harvest
• Harvest module - Register a new purchase
• Modulo Raccolta – Modificare ed eliminare una raccolta
• Modulo Raccolta – Vendere un lotto di raccolta o di acquisto

Adding a Purchase Step

In the platform, you can register grape or must purchases as Purchase Steps.
This ensures all purchased quantities are correctly tracked and linked to your winery records.

You can access this registration by clicking the + Register new activity button in the sidebar and selecting Purchase grapes & must. This step is displayed as a blue button above Winery Vineyards .

When you click this button, a form will open in a pop-up window. The form is divided into five parts, explained below.

‍

1) General Information

In the first section, you are asked to provide the following details:

• Date – The date on which the grapes were purchased or delivered to the winery.
• Grapes or Must – Indicate whether the purchased batch is in the form of grapes or must.
• PBN (Purchase Batch Name) – Works in the same way as an HBN (Harvest Batch Name), but applies to purchased grapes or must.
  • It is the unique identifier of a purchase batch in the platform.
  • It represents the quantity of grapes or must purchased from a single harvest action at the supplying winery.
  • There is no distinction between manually or mechanically harvested grapes (± must). Both are recorded the same way.

Click Prossimo to continue.

2) Grape Varieties and Amount

In the second section, you specify which grape varieties have been purchased and in what amounts.

Important: If you add multiple grape varieties in one purchase step, they will all be recorded as one Purchase Batch (PBN). This means the batch is treated as a blend of the selected varieties, without distinction between variety A or B. If you want to keep varieties separate, you must register each purchased variety individually. Each entry creates a dedicated PBN.

Parameters to complete:

• Purchased amount – Enter the total purchased quantity for the batch. Default unit is kilograms, but you can change it to tons.
• Adding grape varieties – At least one variety is required. Add a variety by clicking the blue plus button. A grey form will appear where you can enter details.
  • Variety – The purchased grape variety. The list includes all EU-approved winemaking varieties. If a variety is missing, contact support.
  • Clone – If applicable, specify the clone.
  • Harvest Date – Date when the grapes were harvested.
  • BIO/Non-BIO – Indicate whether the grapes are organically certified. If all grapes in a purchase batch are BIO certified, a green leaf icon will appear next to the PBN in the harvest overview.
  • Estimated Purchase Quantity – Quantity of this variety within the batch.
  • Unit of Quantity – e.g., kg or tons.
  • Estimated Harvested Area – Surface area from which the grapes were harvested (optional, as this is not always known by buyers).
  • Area Unit – e.g., ha, ares.

You can add multiple grape varieties by clicking the blue plus button again. Each time, a new form will appear.
This setup ensures flexibility: you may group multiple varieties into one PBN when needed, or create separate PBNs for precise tracking and traceability.

Click Prossimo to continue.

‍

3) Harvest Information

In this section, you can enter additional details about the harvesting process. All fields are optional.

Parameters include:

• Harvest Method – Manual or mechanical.
• Triage Method – Sorting method used ( Triage table, Mechanical harvester, None, Other ).
• Description of Harvest – Notes or details about the harvest process.
• Weather Conditions – Weather during the harvest (optional).
• Origin – Recommended to complete. Enter the region of the vineyard or the name of the supplying winery. This ensures the grapes are shown with origin details in the harvest overview.

Click Prossimo to continue.

4) Harvest Parameters

This section allows you to record harvest parameters for the entire purchase batch (not individual varieties). All fields are optional.

Parameters include:

• Quality Description – Qualitative assessment (taste, ripeness, botrytis, etc.).
• Sugar Content – Measured sugar level (+ unit, e.g., g/L).
• Density – Juice density (+ unit, e.g., Brix, Degree Oechsle).
• Total Acid Content – Acidity of must/grapes (+ unit, e.g., g/L tartaric acid).
• Acidity (pH) – pH value of grapes.
• Potential Alcohol Content – Estimated alcohol based on sugar level.
• Processing Steps Applied by Seller – Free-text field to record any treatments performed before purchase.

Click Prossimo to continue.

‍

5) Certification and Contact Information

The final section collects certification and sales details. Two notifications are displayed here:

• Keeping records of the selling company is a legal requirement.
• For an accurate Harvest Declaration, certain sales details are required. If not provided, they will remain blank in the generated document.

Parameters include:

• Organic Certification Switch – If enabled, the batch is marked as BIO PBN in the platform. Use only if all grapes in the PBN are BIO certified.
• Certification Information – Free-text field for additional certification details.
• Grape Price and Total Cost – Cost per kg and total cost. These values are later used in bottled wine cost calculations.
• Sales Information Switch – If enabled, additional buyer details must be entered:
  • Grower Name
  • Company Name
  • Grower VAT Number (mandatory for legal/tax compliance)
  • Grower Address (street, city, country)
  • Contact Person (name, phone, email)

Saving the Purchase

Once all sections are completed, click Save.
The purchase will then appear in your Harvest Overview, where it can be managed further.

Riepilogo

A purchase step (PBN) records all grapes or must purchased by your winery and links them into your traceability flow. Completing these fields ensures compliance, cost tracking, and accurate reporting in the platform.

If you have any questions, please contact our helpdesk.

‍

Argomenti correlati:

• Modulo Vendemmia – Panoramica
• Harvest module - Register a new harvest
• Modulo Raccolta – Registrare un trasferimento di un lotto di raccolta o di acquisto in cantina
• Modulo Raccolta – Modificare ed eliminare una raccolta
• Modulo Raccolta – Vendere un lotto di raccolta o di acquisto

Registrare una nuova fase di vendemmia

Nella piattaforma puoi registrare nuove fasi di vendemmia per documentare le parcelle di uva raccolte nella tua cantina.

Hai due modalità di accesso:

• Vai al menu Attività della cantina e seleziona Vendemmia.

• Clicca sul pulsante + Registra nuova attività e scegli Fase di vendemmia.

‍

Per iniziare

1. Seleziona uno o più vigneti in cui si è svolta la vendemmia.
2. Scegli le parcelle di uva raccolte in quei vigneti. È possibile selezionare più parcelle se necessario.

⚠️ Importante : Se selezioni più parcelle in un’unica fase di vendemmia, queste verranno registrate insieme come un unico Lotto di vendemmia . Ciò significa che il lotto sarà una miscela di uve delle parcelle selezionate, senza distinzione tra parcella A o B. 👉 Per mantenere le parcelle separate, registrale singolarmente. Ogni registrazione genererà il proprio Harvest Batch Number (HBN) .

Quando sei pronto, clicca sul pulsante blu Registra vendemmia. Apparirà un modulo con i campi da compilare. I campi obbligatori sono contrassegnati da un asterisco (*). Solo alcuni sono indispensabili per il corretto funzionamento della piattaforma.

Sezione 1: Informazioni generali

• Data di inizio – Compilata automaticamente con data e ora correnti, modificabile se necessario.

• Data di fine – Impostata automaticamente un’ora dopo, modificabile se necessario.

• HBN (Harvest Batch Name / Nome Lotto di Vendemmia) – L’identificativo unico di un lotto di vendemmia. Rappresenta le uve che entrano in cantina per la trasformazione, raccolte manualmente o meccanicamente (± mosto).

  • Un HBN è composto da due parti:

    • Numero – Riferimento univoco per la fase di vendemmia (es. 1 per la prima vendemmia, 2 per la seconda, ecc.).

    • Nome – Etichetta descrittiva per una facile identificazione.

    • Esempio: HBN-11-Chardonnay 15/09

• Metodo – Seleziona il metodo di raccolta (es. manuale o meccanico).

• Cernita – Indica il tipo di selezione dell’uva: Tavolo di cernita , Vendemmiatrice meccanica , Nessuna o Altro .

• Descrizione della vendemmia – Campo di testo libero per note aggiuntive.

• Condizioni meteo – Descrizione del tempo al momento della vendemmia, se rilevante.

Sezione 2: Informazioni sulle uve raccolte

• Peso stimato – Quantità totale raccolta. Facoltativo, ma utile per la tracciabilità.

• Unità di peso stimato – Obbligatoria se viene inserito un peso (es. kg, tonnellate).

• Parametri di vendemmia – Campi opzionali per registrare valori analitici:

  • Contenuto zuccherino (+ unità, es. g/L)

  • Densità (+ unità, es. gradi Oechsle, Brix)

  • Acidità totale (+ unità, es. g/L acido tartarico o solforico)

  • Acidità (pH)

  • Alcol potenziale – Stima basata sulla concentrazione zuccherina

  • Descrizione qualitativa – Valutazione sensoriale (gusto, maturità fenolica, presenza di botrite, ecc.)

‍

Sezione 3: Informazioni aggiuntive sulle parcelle

• Percentuale della parcella vendemmiata – Per ciascuna parcella selezionata, indica la proporzione raccolta (in %). Facoltativo ma utile per i registri del vigneto.

Sezione 4: Informazioni supplementari

• Macchinario utilizzato – Attrezzatura impiegata durante la vendemmia.

• Ore di lavoro totali – Numero di ore di manodopera dedicate a questa fase.

• Filari – Filari specifici vendemmiati (se rilevante).

• Commento – Note aggiuntive.

‍

Salvare la vendemmia

Quando tutti i campi sono completati, clicca su Salva.
La vendemmia apparirà nella tua lista e potrà essere gestita da lì.

Riepilogo

Registrare le fasi di vendemmia nella piattaforma garantisce un tracciamento accurato delle parcelle e dei lotti di vendemmia, supportando piena tracciabilità e conformità.

Se hai domande o difficoltà, contatta il nostro helpdesk.

‍

Argomenti correlati:

• Modulo Vendemmia – Panoramica
• Modulo Raccolta – Registrare un nuovo acquisto di uve o mosto
• Modulo Raccolta – Registrare un trasferimento di un lotto di raccolta o di acquisto in cantina
• Modulo Raccolta – Modificare ed eliminare una raccolta
• Modulo Raccolta – Vendere un lotto di raccolta o di acquisto

Gestione delle fasi di raccolta nella piattaforma

La sezione Raccolta della piattaforma consente di gestire tutte le fasi di raccolta e di acquisto registrate nella tua cantina.

Puoi accedere a questa sezione dal menu Attività Cantina selezionando Raccolta.

In questa pagina sono disponibili tre funzioni principali:

1) Panoramica generale della raccolta

Questa vista mostra l’elenco completo di tutte le fasi di raccolta e di acquisto registrate nella tua cantina.

La tabella visualizza i seguenti parametri:

• Tipo – Indica se si tratta di una raccolta o di un acquisto. Le raccolte sono indicate con un’etichetta gialla, gli acquisti con un’etichetta blu.

• Nome del lotto – Il nome univoco del lotto di raccolta o di acquisto.

• Data – La data della raccolta o dell’acquisto.

• Origine – Il vigneto, la parcella o il fornitore da cui provengono le uve. Per i lotti di acquisto, anche l’origine viene visualizzata qui. I colori vengono utilizzati per mostrare chiaramente i vitigni inclusi nel lotto.

• Peso stimato – Il peso totale del lotto. Questo campo può rimanere vuoto se non è stato registrato alcun peso.

• Lavorato – La percentuale del lotto già trattata in fasi post-raccolta, come vendita o trasferimento

• Azioni – Opzioni per gestire il lotto, come modifica, trasferimento, vendita o eliminazione.

‍

2) Panoramica delle fasi post-raccolta

Per ogni lotto puoi vedere come è stato elaborato e in quali quantità.

Cliccando sulla freccia a sinistra della riga di un lotto, si apre una sotto-tabella che mostra tutte le fasi post-raccolta collegate a quel lotto.

Questa sotto-tabella contiene le seguenti colonne:

• Numero – Raggruppa le righe appartenenti alla stessa fase post-raccolta. Ad esempio, durante un Trasferimento a un’unità di stoccaggio , possono essere creati più nuovi lotti di cantina (CBN) o aggiunti a uno esistente in un’unica registrazione. Ogni riga mostra un CBN, e le righe con lo stesso numero appartengono alla stessa fase.

• Tipo – Il tipo di fase post-raccolta, come Trasferimento o Vendita .

• Data – La data in cui la fase è stata registrata.

• Risultato – L’esito della fase. Per le vendite, mostra chi ha acquistato le uve o il mosto. Per i trasferimenti, mostra quale lotto di cantina (CBN) è stato creato o aggiornato.

  • In grigio chiaro appare il Codice Lotto Cantina (CBC) — un codice univoco generato dal sistema per ogni lotto di cantina.

• Percentuale della raccolta – La percentuale del lotto trasformata in cantina (in un CBN) o venduta.

• Quantità – Il risultato della fase.

  • Per le vendite: il peso totale venduto.

  • Per i trasferimenti: dettagli sull’unità di stoccaggio ricevente, il volume trasferito e una barra di volume.

    • Una barra completamente verde scuro significa che l’unità di stoccaggio era inizialmente vuota.

    • Una barra verde chiaro/scuro significa che è stato aggiunto volume a un lotto esistente.

    • La percentuale indica il livello di riempimento dell’unità di stoccaggio.

‍

3) Fasi post-raccolta e altre azioni

In questa sezione puoi eseguire diverse azioni, come:

• Aggiungere una nuova raccolta
• Trasferire uve o mosto a un’unità di stoccaggio
• Vendere uve o mosto
• Modificare o eliminare i record esistenti

Nel sottomenu di questa pagina sono inoltre disponibili due viste aggiuntive:

• Uve e mosto venduti – Mostra solo le fasi di vendita. Puoi selezionare una fase per visualizzare tutti i dettagli e utilizzare filtri per affinare l’elenco.

• Lotti di cantina – Mostra i lotti di cantina creati tramite trasferimenti da lotti di raccolta o di acquisto. Qui puoi anche visualizzare le fasi post-raccolta collegate a ciascun lotto specifico.

Questa pagina è essenziale per monitorare le attività di raccolta, mantenere registri accurati e garantire la conformità durante l’intero processo di vinificazione.

Per ulteriori dettagli, puoi consultare gli articoli passo passo e i tutorial collegati a questa sezione. In caso di domande, contatta il nostro servizio di assistenza.

‍

Argomenti correlati:

• Modulo Raccolta – Registrare una nuova fase di raccolta
• Modulo Raccolta – Registrare un nuovo acquisto di uve o mosto
• Modulo Raccolta – Registrare un trasferimento di un lotto di raccolta o di acquisto in cantina
• Modulo Raccolta – Modificare ed eliminare una raccolta
• Modulo Raccolta – Vendere un lotto di raccolta o di acquisto