Using the Wine List Interface

The Wine List Tab is the main area that you will use to view and search your wine list. It is a place for you to find and sort your wine list into groups. An example of this is to make a list of all wines you wish to serve for a party.

To do so…

1. Select the "Show All" button to display all of your wines.
2. Once all wines are shown begin by selecting the "Check Box" to the left of the screen next to each wine you wish to serve.
3. Once you have selected all the wines for the party, select the "Find" button. Once in the find mode mark the "Check Box" again and select the "Continue" button on the left.hand side of the screen.
4. Now, all the wines that you have marked are shown as a "Found" set. This found set may be sorted by any of the columns with a "Bullet" next to the header, or by doing a custom sort, by selecting the "Records" option in the top tool bar and selecting the "Sort" option in the drop down.
5. The final step would be to choose and print a report that best fits your needs.
See Running Reports below

Understanding the Wine List Columns

The Wine List Tab consists of 15 columns. Each column with the exception of the “Link” (The round button with the arrow in it located on the left hand side of a wine records) column can be sorted by clicking the gray dot next to the column title. When the dot next to the column title is red, that means that the list is sorted by that column. See Sorting Your Wine Records.

Column 1: Check Box – Allows you to check or “Flag” wine records for various reasons. One reason might be to define a wine list of just five wines out of your vast collection.
Column 2: Link to Wine Detail – Takes you to the Wine Detail layout for a particular wine.
Column 3: Winery Name – The name of the winery.
Column 4: Vintage – The vintage of the wine.
Column 5: Classification – The classification of the wine.
Column 6: Varietal – The varietal of the wine.
Column 7: Description – Some wines use a descriptor for distinguishing a certain batch such as Single Vineyard or Reserve. You can use this field for identifying such descriptions.
Column 8: Quantity – How many bottle of this wine you have in inventory.
Column 9: Cost – The cost of the wine.
Column 10: Value – The value of the wine.
Column 11: Drink By Date – The year by which the wine matures.
Column 12: Status – The status of the wine. If the Drink By Date is equal to or past the current year the status will display “Drink”. If the Drink By Date is beyond the current year then the status will display “Cellar”. If the Inventory is equal to zero then the status will display “Out”. This field can also contain custom values. To enter a custom value simple double click in the status field for a wine record and type a custom status. NOTE: Any custom statuses that are entered are automatically added to the status drop down for future use.
Column 13: Rating – The rating of the wine. NOTE: RM = Rating Method R=Rating
Column 14: Location – The location of the wine. NOTE: First line = The name of the cellar, C= Column, R= Row, P= Position.
Column 15: General Comments – Store comments about the wine.