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Overview of winery operations

Jamal Munshi, Sonoma State Univesity, 1992
All rights reserved

Reference reading:
  • BATF Winery Compliance Materials
  • Yair Margalit, "Winery Technology and Operations Handbook", Wine Appreciation Guild, 1990
  • Boulton, Bisson, and Singleton, "Principles and Practices of Winemaking", Chapman and Hall, 1995
The three phases of the wine business
  • fruit
  • bulk wine
  • case goods
Fruit
  • rootstock
  • varietals and clones
  • appellations, ranches, plots, rows, vines
  • growers, contracts, contract management
  • yields: tons/acre, gallons/ton: variance
  • harvest timing and scheduling: crusher and tankage capacity
  • chemical properties: sugar, acid
  • ag chemicals: fertilizer, pesticides, herbicides: records and regulatory constraints
  • irrigation, weather monitoring
  • trellis design and vineyard cost vs yield
  • software classification: agri systems, irrigation systems: related software: orchard management
  • end users of reports: vineyard manager, winemaker, contracts manager, california ag extension, epa
  • related systems: vineyard accounting
Bulk wine
  • capacity and scheduling: tankage, barrelage, crusher, staff, chemicals, refrigeration
  • crush and fluid transfer: yields, analysis, chemical additions, losses, tank/barrel-tank locations
  • barrel database: bar coding / barrel events
  • fermentation conditions, temperature, secondary fermentation, yeast types
  • analysis, sensory characteristics, physical characteristics, age
  • internal transfers, filtration, treatment: condition of tanks
  • external bulk wine transfers: input/output
  • cellar operations management
  • integration with accounting functions: accounts payable, cost allocation and accumulation, vendor mgt, labor mgt
  • vendors: wineery systems from vahl, gulson, ams, campbell
  • end users of reports: winemaker, cellar manager, accounting, batf
Case goods
  • blending: distinction between blends and bulk wine
  • sales analysis, tasting room pos
  • batf compliance reporting / wine tracking
  • transfer to bottles: volume translation to "cases" / bottle size
  • dry goods, bottling supplies management and costing
  • labeling data
  • case goods inventory tracking: in-bond and tax-paid transfers
  • warehouse and movements of case goods: warehouse interface: bar coding
  • sales analysis / wine allocations / broker commissions, distributor bill back
  • customer / wine club mailing lists
  • distributor mgt, order entry, distributor depletion budgeting
  • integration with accounting functions: accounts receivable, accounts payable, financial statements, profitability analysis
  • long range planning: 10-year sales forecast: grape contract management, winery capacity and capital financing
  • end user: marketing, sales, accounting

Links:university links (cornell, ucdavis, fresno state, srjc, oregon state)amazon links (books on vineyard and winery management)other linksvendors web sites