01
One number for the estate
The shop and the cellar door read the same stock. A case sold online is a case the till can no longer promise.
Inventory
One count. Held bottles stay held.
The tasting room and the shop sell from the same stock. Reserve bottles for an allocation or an order, and available means what you can still sell.
On hand, reserved, and available. By wine, by location, by the reason it is held.
Cellar
LiveOne count
Tasting room and cellar
- Pinot Noir 202236 available
48 on hand · 12 reserved · Allocation
- Chardonnay 202330 available
30 on hand · 0 reserved · Open
- Library Cabernet12 available
18 on hand · 6 reserved · The Ridge
On hand, reserved, available.
- On hand
- Forty-eight of the 2022 Pinot are in the building. That is the number the cellar counted.
- Reserved
- Twelve are held for the autumn allocation. Six of the library Cabernet are held for a trade order.
- Available
- Thirty-six Pinot can still be sold at the door or online. The rest are spoken for.
01
02
03
Inventory
One count for every channel.
02
On hand, reserved, available
On hand is what you have. Reserved is what you have promised. Available is what a new sale can take. The three stay distinct.
03
Held for an allocation
Club shipments need bottles that survive a busy weekend. Reserve the quantity against the wine so the April cases are still in the racks.
04
Held for an order
A trade case, a phone order, or a cart that has been promised can reserve stock at a location, with a note for why it is held.
05
Locations
The tasting room and the cellar are different places. Stock levels follow the location, so the door sells what is at the door.
06
Vintage, SKU, and the item
Inventory is the bottle you mean: the item, the SKU, and how many are in stock or reserved. The product the guest sees is tied to that count.
01The hold
A reservation is a promise with a quantity.
Create a reservation against an item, at a location, for a quantity, with a description. Update it when the promise changes. Remove it when the wine has left or the hold is no longer real.
- Quantity and location on every reservation.
- A description, so the hold says allocation or order.
- Release it when the shipment is fulfilled.
Reservation
HeldPinot Noir 2022
Twelve bottles set aside so the autumn allocation can ship.
- LocationCellar
- Quantity12
- ReasonAutumn allocation
- Available after36
02The channels
The door and the shop cannot both sell the last case.
When stock is shared, a Saturday rush and a website running overnight are the same pile of bottles. Available updates for both. Reserved stock never appears as something you can add to a ticket or a bag.
- Cellar door stock checked at the location you are selling from.
- The product page shows the same availability.
- Club holds come out before either channel oversells.
Shop
LiveCedar Ridge
Bag 0
2022 · Estate
Pinot Noir
$38Club $32
48 in stock, same as Cellar Door
Add to cart
Chardonnay
2023 · $36
Riesling
2024 · $34
Friday count
Know what Saturday is allowed to sell.
The allocation is next week. The door will be full. The count has to be settled before either of those things happens.
- 8:30On hand is checkedPinot, Chardonnay, and the library Cabernet. What is in the cellar, and what is already at the tasting room.
- 9:00The club is reservedTwelve Pinot move from available to reserved, described as the autumn allocation.
- 9:20Trade is reservedSix library bottles are held for The Ridge, order #1822. The shop cannot list them as free.
- 10:00The door opensThe till shows what this location can sell. The rest of the building’s promises stay intact.
On the same estate.
Inventory is one channel. The customer, the catalogue, and the stock are shared.
CommerceCellar Door POSThe member, the club price, and the bottles at this door.Open Cellar Door POSCommerceEcommerceThe shop, the pages, and the visual builder.Open EcommerceCommerceTrade & wholesaleThe price and the payment terms for each account you supply.Open Trade & wholesale
The platform/Wine club/Customers/Tastings/Restaurant/Events/Orders
Estate One