Overview
Manage inventory tracking and regulatory compliance by associating lots, materials, and case goods with specific internal bonds. Define physical locations and their permitted bonds to enforce rules for the movement of goods, ensuring accurate segregation and reporting.
Bond Management
Add New Internal Bond
Establish new internal bonds to categorize and track production items. Enter a unique bond number and a bond name. This action allows you to associate specific lots, case goods, and materials with a bond for compliance reporting. After adding the bond, you can link it to internal locations.
Edit Existing Bond
Update the details of an existing internal bond to maintain accurate records. Select the pencil icon next to the bond to modify its number or name. Save your changes to reflect the correct information for compliance and tracking.
Delete Internal Bond
Remove internal bonds that are no longer in use to maintain a clean and accurate list. Select the delete icon next to the bond you wish to remove. Confirm the deletion to prevent miscategorization of production items and ensure only active bonds are available.
Location Management
Add New Internal Location
Define new physical locations where bonded goods are stored or processed. Provide a name for the location, specify its type (e.g., Production or Case Goods), and select the internal bonds permitted at this location. This action links specific locations to internal bonds, enabling accurate tracking and segregation of inventory movement according to compliance rules. Complete the address details, then add the location to your system.
Location Bond Logic
Blended prevents moving wine to locations not explicitly linked to its bond. Choose your bond associations with care to maintain compliance.
Edit Internal Location
Update the details of an existing internal location to ensure accurate mapping of your facility's areas to internal bonds. Select the pencil icon next to the location to modify its name, type, associated bonds, or address information. Save your changes to reflect the correct details for inventory tracking and bond association.
Delete Internal Location
Remove internal locations that are no longer in use to maintain an accurate representation of your facility's layout. Select the delete icon next to the location you wish to remove. Confirm the deletion to ensure only active locations are available for inventory tracking and bond association.