Wineally User Guide for Wine Merchants

Account information

1.0 – Overview
1.1  – Company information
1.2 – My account
1.3 – User management

1.0 Overview

To get to the account information section, click on the hamburger menu icon in the top right corner of the Wineally interface and then select ‘Account information’. 

1.1 Company information

The ‘Company information’ tab contains a series of fields used to detail the fundamental information concerning your company. It is important that all this information is filled out and then kept up to date for you to get the most out of your Wineally licence. Simply go from top to bottom and ensure that each field is filled out with the accurate information.  

Company information fields
Company logo and Social Media
The Company logo is used when (and if) Wineally market you on social media.   
We therefore recommend that you register your social media contact information, even if it’s not required. 

Orders via e-mail  

If you accept orders via e-mail, please check the box to the right and add the e-mail addresses. If you don’t accept On- or Off-trade orders via e-mail, just leave this box unchecked.  
 
Orders via phone 

Check the box if you accept orders via phone and add the On-trade phone number in the field below.  
 
API available for sales agents 

If you are working with sales agents and have an open API-solution, please check the box in this field.  
 
HoReCa and Supermarkets  

If you sell wine to hotels, restaurants, and cafes, check the box to the right.  

Then register if you sell to supermarkets and the local VAT or sales tax on wine in percent in the next two fields.  
 
Wine shops 

If you have physical wine shops, please check the box and register the number of wine shops in the field below.  
 
Tech e-mail 

The tech e-mail address is used by Wineally’s Tech Team if they need to contact a tech-person in your organization.  
 
Order values in local currency or number of bottles

In the last field you register the minimum order value in your local currency or the quantity in bottles required for hotels, restaurants, and cafés to get a free wine delivery. 

1.2 My account

On the ‘My account’ tab you can update your name or password by simply updating the associated fields and then clicking ‘save’ or ‘change password’ respectively. It is also possible to use Wineally in other languages by selecting a preferred language under the ‘Account language’ drop-down menu and then clicking on ‘save’. 
Please note: This will only change the language of
your log in and won’t affect other users preferred language settings. 

1.3 User management

On the ‘Users’ tab you can see the summary of all users associated with the company’s Wineally account. 
Each user’s name, e-mail address and position are displayed, and you can update a user’s position (given you have the right position to do so) by clicking on the ‘Edit’ button at the bottom right of that user’s box. Within the edit options, there is also a ‘Delete user’ button that can be used when a user is no longer within the organisation. 

Note that the ‘Position category’ determines a user’s access level within the Wineally account. To see what access level each user type has, click on the “Privileges per position” to see which tools is available for which position type. Please note: With the “Read-only” position you have access to see all information in the Wineally account, but are not able to make any changes.   

To add a new user, click on the ‘Invite user’ button and complete the following steps:    

  1. Enter the e-mail and assign the user a position from the ‘Position’ drop-down
  2. Click on the ‘Invite’ button
  3. The user will now receive an e-mail with a link to your Wineally account where the user registers their name and creates a personal password
  4. Once the user has completed the registration, they will be added to the ‘Users’ tab and the “Invite pending” headline will disappear 

Invited users that have not already confirmed the invitation will be seen as ‘Invite pending…’ so you can remind them to register their account. If the user hasn’t registered their account within 14 days, you will need to delete the user and repeat the steps above to send them a new link.  

Customer dashboards

2.0  – Overview
2.1   – Wine sales performance

2.0 Overview

One of the unique features of Wineally is that you can access real time sales statistics of your wines at your HoReCa customers’ establishments, provided they give you permission to do so. For you to get the most out of your Wineally licence, it is therefore very important that you ask your customers to allow you to see their inventory to be able to improve your mutual business.  

If you cannot find a customer of yours in the drop-down menu, they have either chosen not to share sales information with their wine suppliers or haven’t joined Wineally yet. 

When you click on ‘Customer dashboards’ in the menu, you will see a drop-down menu where you can choose which of your customers’ dashboards you would like to view. This section offers important information on how your wines are selling. By selecting a customer from the drop-down menu, you will be viewing that customer’s ‘Dashboard’. This section displays two tables of data to help analyse how your wines are performing at that restaurant. In the top left of the dashboard, you have a controller used to set the period of the data displayed in those two tables, so this is the best place to start. By default, the data is set to ‘Today’ but by clicking on ‘Today’ the system will open a window, giving you full control over the period for which you want to view data as shown below: 

Please note: You are only able to view wines that YOU sell to this restaurant. In the case your restaurant customer is buying wine from more than one wine supplier, their wines won’t be shown for you and yours won’t be shown to them. 

The quick options on the left in this window give you an easy way to view some of the most common periods in which to view reports but it is also possible to set a custom date range. 

2.1 Wine sales performance

The first table of data within the Customer’s dashboard, ‘Wine Sales’, shows a list of active users in the restaurant’s Wineally account and statistics for their Wine Matcher usage within the time period selected. Using this table, you can compare how many times each user has logged orders using the Wine Matcher along with summarised financial information for those orders. Take some time to familiarise yourself with this table as it will help you to understand how well the restaurant’s wine sales (for your wines) are performing and give you the ability to identify any areas where improvement could be beneficial.  

The second table, ‘Bestsellers’, shows a list of your wines, ranked by their performance to help you to see which of your wines are performing best at the selected restaurant and which may need additional support or perhaps even a change of wine selection. By default, the ‘Bestsellers’ table shows you the top 5 wines ranked by ‘bottles sold’ but you can view more than 5 wines in the table by clicking on ‘Show all’ in the top right. It is also possible to sort the wines sold by the glass or gross margin total, either in ascending or descending order. 

Register wines

3.0 – Overview
3.1  – Known producers, wines and vintages in Wineally
3.2 – Unknown producers, wines and vintages in Wineally

3.0 Overview

This feature of Wineally is vital for the success of your Wineally experience, as it fuels most of the other Wineally features. Registering your wines will be one of the highest priorities upon joining the Wineally family. To get there, open the menu and select ‘Register wines’ where you will be presented with the screen below. The process used for registering them in your Wineally account will depend on whether the Producer, Wine & Vintage is registered with Wineally. 

3.1 Know producers, wines and vintages in Wineally

In many cases the producer of the wine you register will already exist in the Wineally database and has the correct wine and vintage verified by the producer. Always start by typing the name in the ‘Producer’ field. You need to add a minimum of 2 characters before the search engine activates and lists all of the producers included in the Wineally database. Select your producer from the suggestions that pops up when you see their name. When you click on the ‘Wine’ field you will be presented with a list of the available wines from that producer and can select the one you wish to register. If the list is long, you can start typing the name of the wine and the results will be narrowed down. You may need to repeat this process for ‘Vintage’ and ‘Bottle size’ if there are multiple options for these fields under the chosen wine, otherwise they will be automatically filled.  

Once these fields have been filled out you will see a wine card appear with more detailed information on the selected wine. In this wine card you will need to fill out some fields that are specific to your business such as the wine’s prices and the number of bottles you currently have in stock. These values will help to give you accurate financial statistics in other sections of Wineally. 

Purchase price is needed if you would like to get accurate financial statistic while using the Wineally dashboard. No one outside your organisation will be able to see this information. On-trade price: Wineally will show a market value on restaurants wine cellars based on your standard price list. Off-trade price is useful for your sales team when offering matching wines for events etc. The ‘Bottles’ field represents how many bottles you have in stock and will be displayed in the ‘Wine inventory status’ feature. The link that you enter in the ‘Product sales page URL’ will be included in e-mails to restaurant guests and takeaway customers asking for wine information for the wine they just enjoyed. This will direct them straight to your website and to the page of that specific wine. 

When you have added all relevant and required information to the wine card you will need to save the entered data by clicking the ‘Add wine’ button in the bottom right of your screen. 

3.2 Unknown producers, wines and vintages in Wineally

Wineally is free to use for producers and offers numerous benefits for both them and their associated wine merchants, but if the producer of a wine that you wish to register is not part of Wineally or a specific wine is lacking, then you will need to use the ‘add new producer, wine, vintage or bottle size feature by clicking on the red ‘+’ button on the right

When you have done that, press the ‘Add wine’ button to finalise the process. 

As you can see on the image below there are a few different fields of information for every wine. Some are optional and some are mandatory. Make sure to fill in correct information so that the wine will be shown in the best possible way in the system and for your customers.  

Once these fields have been filled out you will see a wine card appear with more detailed information on the selected wine. In this wine card you will need to fill out some fields that are specific to your business such as the wine’s prices and the number of bottles you currently have in stock. These values will help to give you accurate financial statistics in other sections of Wineally. 

Purchase price is needed if you would like to get accurate financial statistic while using the Wineally dashboard. No one outside your organisation will be able to see this information. On-trade price: Wineally will show a market value on restaurants wine cellars based on your standard price list. Off-trade price is useful for your sales team when offering matching wines for events etc. Bottles represents how many bottles you have in stock and will be displayed in your wine cellar inventory. The link that you put in the ‘Product sales page URL’ will be included in e-mails to restaurant/takeaway customers asking for wine information for the wines they just enjoyed in a restaurant or home. You can put a link to your wine shop, e-commerce or any other webpage that you would like to showcase.    

The new wine will then need to be verified by the Wineally Wine Data Team, but you can immediately find the wine in the ‘My wine cellar and Wine Matcher’ sections of the Wineally system. However, until the wine has been verified by the Wine Data Team or the Wine Producer themselves, only you will be able to see this wine. Once it’s been verified, everyone who has a Wineally licence or the Wineally app will be able to see the wine. Wines are usually verified within 24 hours. 

Dishes

Well-known dish examples

Unsure how to enter the correct values of your dishes? Download our dish sheet containing hundreds of well-known dishes from all parts of the world to get a better idea of how certain dishes should be registered.

4.0 – Overview
4.1 – Adding dishes
4.2 – Dish updates
4.3 – Dishes as a sales tool

4.0 Overview

For many of your customers, Wineally is about creating perfect wine & food experiences and the ‘Dishes’ section is where the second half of that combination comes into play. The dishes you add here will be available for wine matching within the Wine Matcher and the accuracy of the information will be a vital component of the wine matching accuracy, so it is important to take your time with this section to keep the accuracy level as high as possible. As a wine merchant you do not need to add dishes, but it opens new possibilities to showcase your wines in combination with food. If you are sharing recipes or have collaborations with chefs, this is a great way to add extra value for your Off-trade customers. When creating a dish, you can always add a link to the full recipe on your own website, or directly to another website such as a supermarket, food blog, or recipes website.   

You will also be able to use this feature to sharpen your offers towards restaurants. If you have access to their menu, you can easily match your whole inventory towards their dishes and deliver wines that you know will be a perfect match. Matching food & wine is explained in detail in the Wine Matcher section of this guide (Section 7.0). 

To enter the ‘Dishes’ section, open the Wineally menu and select ‘Dishes’. Any dishes that have been added previously will be found under the tabs for ‘Starters’, ‘Main courses’ and ‘Desserts’. Below these tabs you will also find a field for sorting the dishes by name or date and a second field for filtering the displayed dishes by whether they are currently on the restaurant’s menu or not.  

To save you the time of adding and removing dishes based on seasonal menu changes or campaigns, Wineally allows you to take dishes off the menu shown in the Wine Matcher and add them back on with a simple checkbox as shown below. This is found by clicking on the dish name which will open the dish card that also allows you to edit all aspects of the dish. 

4.1 Adding dishes

Begin by clicking the ‘Add new dish’ button at the top right of the ‘Dishes’ page. Once you have clicked the button you will be presented with a new dish window as shown below.

Begin by entering the name of the dish which should match whatever it is called on your customer’s menu or your partner’s website. Then for each of the four drop down fields under ‘Dish properties’ click on the field and select the most appropriate category from the available options. These include the weight of the dish, the cooking style, the kitchen or cuisine the dish is based on and the main ingredient. Next you will need to assign a total of 100 value points to the sliders under ‘Flavours’. You must use all 100 points to represent the dish’s overall flavour profile as accurately as possible and ensure that Wine Matcher can correctly match the dish DNA with the wine DNA from the wines registered in your Wineally ‘My wine cellar’. The next and optional step is to add a recipe URL to the dish before the last and vital step of finalising the process by clicking ‘Save’. 

For restaurants using Wineally it will most often be the case that their head chef will be the one entering dishes in this section. As a wine merchant this will depend upon the reason for the addition. If you are adding dishes in preparation for a sales proposal to a restaurant, then the restaurant will have provided the dish information to you, and anyone on your sales team can add this into Wineally. If a dish is being added as part of a collaboration with a chef, then it would be best to consult with the chef while adding the dish to Wineally. In either case the goal is for you to be able to present your best possible matching wines to increase future sales. 

4.2 Dish updates

If changes are made to a dish in the future that will alter its overall flavour profile (even slightly) you should re-open the dish card by clicking on the dish’s name and edit the relevant values. This will instantly allow the Wine Matcher to factor in these changes when matching wines to the dish. 

4.3 Dishes as a sales tool

If one of your HoReCa customers is willing to give you the required information to be able to re-create their menu within your Wineally ‘Dishes’ section, then you will be able to use Wineally as a powerful new sales tool. With your customer’s dishes added in Wineally you can use the wine matching capabilities of the Wine Matcher (see the Wine Matcher section 7.0) to see which wines from your entire portfolio match best with each of their dishes and offer them a complete range of wines guaranteed to showcase their dishes in the best possible way. This can lead to higher wine sales for them and for you in turn. 

My wine cellar

5.0 – Overview
5.1 – Wine cards
5.2 – Advanced functions

5.0 Overview

Wineally allows you to view detailed information about all the wines that you have registered such as the name, place of origin, colour, vintage, producer, financial particulars, bottle size and the current stock levels, all in one place that also gives you easy access to more detailed wine information. 

All the wines you have registered in Wineally will be displayed on this page, either in a Table or Card view, which may be divided into multiple pages depending on the range of wines you sell. This can be easily controlled using the ‘Results per page’ feature at the bottom left of the page by clicking on the number of results you wish to be displayed per page, 10, 50, 100 or 200. 

The information from the producers of the wines is connected to each wine so that you always have access to the correct information straight from the source. You can filter your wines by 23 different parameters such as Country, Region and Grapes. 

Along the top of the table, you will see a heading for each column, and these allow you to sort the wines in your cellar by any of those categories in either ascending or descending order by clicking on your preferred category once for ascending order or twice for descending order. In the ‘Wine’ column you will see the names of your registered wines. Each name can be clicked on to open the associated wine card that shows all the detailed information about that wine. From this wine card you can also open the ‘Edit wine information’ tab as shown below. 

5.1 Wine cards

When you open a Wine Card by clicking on a Wine’s name in ‘My wine cellar’ you will see detailed information about that wine. You can also see which user made the last edit to the information or change in stock of that wine. At the bottom of the card you can easily share the information about that product by entering the persons e-mail address and clicking ‘Send’ (your price information will not be included in this e-mail) 

By clicking on ‘Edit wine information’ you will be able to adjust many of the wine’s attributes such as price, product sales page URL and others. It is here you also can find the option to ‘Delete wine from cellar’ which would only be used if you have stopped stocking this wine and intend never to stock it again. If you wish to temporarily stop showing this wine as available for your customers using Wineally, change the ‘Bottles’ field to “0” and it will no longer be shown for your customers. Remember to click ‘save’ if you make any changes that you wish to keep. 

5.2 Advanced functions

The ‘My wine cellar’ section contains an important set of features at the bottom left below the wine cellar table that looks like the below image. 

These features will be highly useful for managing your wine inventory. 

Download Wine data 
Clicking this button will download all the information in the ‘My wine cellar’ in an Excel spreadsheet, giving you access to all of this information on a single platform and summarising the nature and value of your current wine stock. This will be useful when managing data for your web store and product catalogues among other things. Rather than compiling information from emailed data sheets your producers can upload that information into Wineally which will be automatically filled out for you when you register their wines and then organised into a single document via ‘My wine cellar’.
 

Download/Upload Price & Inventory Excel 
When you are changing the prices and/or stock quantities of multiple wines then these features will allow you to do this quick and easy. Click on ‘Download Price & Inventory Excel’ and then open the document that has been saved to your computer using Excel. Update the prices and stock quantities of any wines you wish to change these values for then save and close the document. Returning to Wineally you can use the ‘Upload Price & Inventory Excel’ button to upload the file you just edited and all the new values will be imported into your Wineally account. This will allow you to easily keep your prices and inventory up to date in Wineally which will make it simpler and more convenient for your customers to purchase your wines.
 

Customer wine cellars

6.0 – Overview
6.1  – Selecting a customer
6.2 – Customisation

6.0 Overview

Just as Wineally allows you to view detailed information about the wines you have in stock, it also provides this kind of information on your wines stocked by your customers, provided they are happy to give you this access. This information could make for a powerful sales tool and can be found under ‘Customer wine cellars’ in the main Wineally menu. Once you get there, you will be presented with the following screen.  

6.1 Selecting a customer

The first step when using ‘Customer wine cellars’ is to select which Customer’s wine cellar you wish to view. You do this by clicking on the drop-down box under ’Choose customers’ and selecting one of the customers who have given you access to their wine cellar. If they haven’t given you access yet, they will not be displayed here at all. 

Once you have chosen a customer, the data table will automatically be filled with detailed information about your wines at that particular restaurant. Being able to see the current inventory levels of your customers in real time will allow you to provide sales services on a whole new level. The data also provides the prices and margins the customer makes for each wine, helping you to understand which of your products carry the best value for them. 

6.2 Customisation

As with the data table in ‘My wine cellar’ you can also view the information in ‘Customer wine cellars’ in either table or card view and if you would like more specific information about a particular wine you can click on the wine’s name to bring up its ‘Wine card’. If this information would be more useful to you in excel format, simply click the ‘Download Excel’ button in the bottom left of this section and the information will be downloaded for you into an Excel document. You can also filter your wines by 23 different parameters such as Country, Region and Grapes. 

The Wine Matcher

7.0 – Overview
7.1 – Selecting dishes
7.2 – Wine matching
7.3 – Additional information
7.4 – Filters 
7.5 – Matching food to wine 

7.0 Overview

The Wine Matcher is where you match wine with food. It allows you to find the best possible wine based on dishes available or vice versa. You can add personal preferences such as grapes, country, region, colour, organic etc. to find the best match for any situation. 

The Wine Matcher forms the core of the Wineally Business System for restaurants and will help your customers to provide and experience perfect food and wine matches every time.  

As with the whole Wineally Business System, you can use it on any device. Depending on the environment it could be anything from a laptop/tablet when your sales team are visiting customers to a smartphone for Off-trade customers pairing your wine with your suggested dishes.  

If one of your HoReCa customers is willing to give you the required information to be able to re-create their menu within your Wineally ‘Dishes’ section, then you will be able to use Wineally as a powerful new sales tool. With your customer’s dishes added in Wineally you can use the wine matching capabilities of the Wine Matcher to see which wines from your entire portfolio match best with each of their dishes and offer them a complete range of wines guaranteed to showcase their dishes in the best possible way. This can lead to higher wine sales for them and for you in turn. 

You can find the Wine Matcher by opening the menu bar and selecting ‘Wine Matcher’.    

7.1 Selecting dishes

To begin using the Wine Matcher you should select some dishes to match wines with. Dishes are categorised by Starters, Main courses and Desserts. You will now be presented with several drop-down menus that present the available dishes for each category. Below ‘Dishes’ you can find a selection of filters that you can make use of to help your customers find the perfect wine according to their preferences.

Click on a dish category such as ‘Starters’ to see the list of available starters and an ‘add’ button for each dish that allows us to include it during the wine matching process. Choose dishes from the list and add them, they will now be displayed in the top box of the Wine Matcher section. With dishes selected you can start matching them with wines.   

7.2 Wine matching

Each dish that has been selected has a checkbox on the right side of its row in the ‘Match wine’ column. When you click the ‘Show wines’ button at the bottom of the Wine Matcher page, Wineally will display wines that match best with whichever dishes you have checked the ‘Match wine’ boxes on. 

You then match wines by selecting dishes as shown in the image below: 

Click on ‘Show wines’ and have a look at the wines that would match well with the dishes you selected.  

Wineally presents the best matching 13 wines of those you have available and gives you a percentage match for each based on how well the dish DNA from the selected dishes matches with the wine DNA of the available wines filtered by the wine preferences, if any, that you have applied.  

If you wish to see more options you can click on ‘Show more wines’ to see other options but the further down the list you go, the less of a perfect match you will see. If there is a reason you find yourself scrolling down to find an appropriate wine, then it is likely there is a filter that you can apply to make your search easier. 

The more you use the Wine Matcher’s wine matching features the better understanding you will have of which wines match well to which certain dishes. As an example, see what happens when you try matching wines with just one dish by ensuring only a single dish is selected for matching and then clicking on ‘Show wines’. 

The Wine Matcher is now showing different wine matches because it is only matching one dish perfectly rather than finding a wine that matches all dishes selected earlier. By trying this with each dish separately you can see if there is a significant difference between the recommended wines for the dishes as the flavours may be so different that it is challenging to find a high suitability wine experience for both. The more dishes you select for wine matching the more challenging it may become to perfectly match a single wine to them. 

In most situations you would be using the Wine Matcher to find which individual wine from your portfolio provides the best match to an individual dish served in your customer’s restaurant or to an individual dish being promoted online by a collaborating chef, recipe website or food blogger. In all of these cases you would only need to select a single dish for wine matching. Selecting multiple dishes is more likely to occur in a restaurant when two guests are ordering separate dishes but a bottle of wine to share between them. 

7.3 Additional information

Each wine has a drop-down box containing additional information that you can access by clicking on the downwards pointing arrow icon below its price.  

Within this ‘wine card’ you can find detailed information about the wine such as the alcohol percentage, grape type and much more. 

If a customer would like the wine information sent to them via e-mail, you can go to the wine card and click on the e-mail button in the bottom left. Simply enter the preferred e-mail address when prompted and click ‘Send’. After you have done that, an e-mail will be sent to the entered e-mail address containing information regarding that wine that you and the wine producer of the wine have registered.

If you are assisting a HoReCa customer with building an appropriate wine list for their menu, then this additional information can assist with making the most effective decisions to build an entire list of perfect matches to their dish offering. 

7.4 Filters

If a customer has specific requirements for their wine inventory, Wineally features a range of filters to assist you in quickly presenting them with a viable option from your portfolio. In the Wine Matcher section, you can click on ‘Show more filters’ to see all options you have available to help match wines to your customers’ requirements. 

As shown in the above image, there are a variety of ways you can filter the wine options available, allowing you to cater to any requirements or preferences. It is important to remember however, that by applying filters you are removing wines that may match well with any selected dishes and if many filters have been applied it could be worth discussing this with the customer as those filters could be limiting what your portfolio can achieve for them. 

These filters can be applied whether you are matching wines with dishes or just showing a customer a specific section of your portfolio. When you click the ‘Show wines’ button Wineally will consider any applied filters and any selected dishes before displaying a list of appropriate wines. 

7.5 Matching food to wine

The Wine Matcher can be used to match food to wines rather than the matching of wine to food. Although this functionality has more applications in a restaurant setting it can still be useful in specific situations. For example, if you have excess stock of a particular wine or are having trouble selling it you can use the Wine Matcher to help you identify which dishes the wine would match well with and therefore which customers may be interested in buying it (assuming you have a range of dishes added to your Wineally account). 

Open the wine’s ‘wine card’ by bringing it up under ‘show wines’ in the Wine Matcher (filters may assist you in finding the specific wine) and clicking on the downwards pointing arrow show below.  

You can also access this ‘wine card’ by clicking on the wine within the ‘My Wine Cellar’ section of Wineally. However you opened the ‘wine card’ you will notice that Wineally is providing a number of suggested dishes that have a suitability score with that wine (if not you will need to add dishes via the ‘Dishes’ section). 

If the wine has a high match score with a dish added from one of your customer’s menus, then either they or a customer with a similar menu could make a good purchaser for that wine. If the wine has low matching scores with the available dishes then you may need to investigate which type of cuisine would be more suitable for that wine before attempting to find the right buyer. 

Wine inventory status

8.0 – Overview
8.1  – Taking inventory
8.2 – Wine cards

8.0 Overview

Wine inventory status is a feature that will give you control over your inventory in an easy way. This section gives you the tools you need to accurately maintain and update your wine inventory in Wineally. The core feature of this section is the data table in the centre of the page. By default, this table will show a list of all your wines along with the number of bottles you have in stock of each. You can view this data in table view or card view by clicking on the tabs of the same names just above the data and to the left of the screen.  

If you only wish to view part of your wine selection you can use the assortment of filters provided. Frequently used filters such as producer, ‘colour’ and ‘country’ are easily accessible right under the headline. To filter in a more advanced way with multiple segments simply click ‘Show more filters’ and you will be presented with the filters displayed below, allowing you to be as specific a segment of your wine inventory as you require. 

If you wish to view a greater or lesser number of results per page, you can find controls for this below the data table. 

8.1 Taking inventory

One key advantage of the ‘Wine cellar inventory’ feature, is that the fields displaying the numbers of bottles are fully editable, allowing you to update these quick and easily on your mobile/tablet device when conducting a physical inventory check or on a computer afterwards. You will also notice there is a field that automatically records when an inventory entry was last updated. This will help you to make sure that all your inventory data is accurate and up to date. 

It may be the case that you do not require the Wineally Business System for inventory tracking or that you do not wish to display the amount of stock available to your customers. In either case, you can simply use a value of ‘1’ for wines that are in stock and a value of ‘0’ for wines that are out of stock as this will cause them to display as unavailable. If a wine reaches an inventory level of ‘0’ then it will no longer be displayed as an option within the Wine Matcher but it will remain within the Wineally system for restocking.  

8.2 Wine cards

If you click on a wine’s name in table or card view you will see that wine’s specific ‘wine card. When you open the ‘wine card you will see detailed information about that wine. At the bottom of the card you can easily share the information about that product by entering the person’s e-mail address and clicking ‘Send’ (your price information will not be included in this e-mail). 

When you click the ‘Edit wine information’ tab you can edit the wine information as seen in the picture below 

By clicking on ‘Edit wine information’ you will be able to adjust many of the wine’s attributes such as price, product sales page URL and others. You can also add specific dish recommendations to the wine if you have a sommelier and they have given suggestions for a good matching dish sold by one of your HoReCa customers. It is here you will also find the option to ‘Delete wine from cellar’ which would only be used if you have stopped stocking this wine and intend never to stock it again. Remember to click ‘save’ in the bottom right if you have made changes that you wish to keep.