The screenshot displays the 'Production' section of the Blended software platform, specifically focusing on managing production processes. The interface includes a navigation menu on the left with icons for different sections such as home, processing, and fermentation. The main area shows a table listing various wine lots with columns for Lot Name, Volume, pH, and Variety. A specific lot, '2022-WO-Merlot', is selected, indicated by a checkbox. Above the table, there are dropdown menus labeled 'Addition', 'Measurement', 'Operation', and 'Other', allowing users to perform different actions. The 'Operation' dropdown is expanded, showing options like 'Punch down', 'Sort', 'Split lot', 'Press', and 'Bottling', with 'Bottling' highlighted, indicating a focus on bottling workflows. This setup helps users manage and execute various production operations efficiently.

Bottling Workflows (July 2025)

Learn how to create and manage vineyards and their blocks

Create Vineyards and Blocks

Explore and manage wine lots efficiently within the platform

Navigate Wine Lots

Adjust the volume of wine lots during production

Volume Adjustments

Learn how to create and manage vessels and barrels in Blended

Create Vessels and Barrels

Create and manage work orders for efficient production tracking

Write a Work Order

Add and manage direct costs for items in Blended

Record Direct Costs

Blended User Guide

Vineyard and Fruit Intake Workflows (September 2025)

The screenshot displays the 'Processing' section of the 'Production' page within the Blended software platform, specifically under the 'Processing' tab. The interface is designed to manage post-harvest workflows, showing a list of lots with details such as Lot Name, Date Created, Production Protocol, Volume, Vessel(s), Varieties, and Vintage. The top navigation bar includes tabs for All lots, Processing, Fermentation, Malolactic fermentation, and Cellaring. Below the navigation, there are buttons labeled Create Lot, Archive, and View Weigh Tag for managing intake processes. The Processing section lists four lots with their respective details, including a highlighted lot '25CH-HV' created on 10/01/2025, using the 'BT Demo White (Barrel ferm)' protocol, with a volume of 962 gallons, and a vintage year of 2024. The Vintage column is highlighted, indicating it is sorted or filtered. The sidebar contains icons for navigating different sections of the platform.

Post-harvest work flows (October 2025)

Tori's Tips

The screenshot displays five different sections of the Blended software platform, each representing a different aspect of vineyard management. The sections are labeled Growth, Chemistry, Tonnage, Harvest, and Calendar. Each section contains a table or calendar view with specific data fields. The Growth section shows a table with columns for Vineyard (Block), Last Collected Date, Last Collected Note, Brix, and Malic Acid. The Chemistry section displays a table with columns for Vineyard (Block), Clusters Per Vine, Cluster Weight, Drop Weight, and Estimated Production. The Tonnage section includes a table with columns for Vineyard (Block), Clusters Per Vine, Cluster Weight, Drop Weight, and Estimated Production. The Harvest section presents a table with columns for Vineyard (Block), Estimated Production, Harvest Date, Flowering, and Flowering Date. The Calendar section shows a monthly calendar view with dates and a highlighted current date. Each table has options for measurement, operation, and other filters at the top, along with search, refresh, and settings icons on the right side.

Vineyard Basics, Controls, and Navigation

The screenshot displays the 'Vineyard' section of the Blended software platform, specifically under the 'Growth' tab. The top navigation bar includes tabs for Growth, Chemistry, Tonnage, Harvest, and Calendar. Below the navigation bar, there are dropdown menus for Measurement, Operation, and Other. The main content area shows a table listing various vineyard blocks with columns for Vineyard (Block), Acres, Brix, Brix Chart, Budbreak, Flowering, Flowering Date +100, and Malic Acid. Each row in the table represents a different vineyard block with corresponding data. On the right side of the screen, there is a 'Create' button with a dropdown menu that includes options to 'Add Vineyard' and 'Add Block'. The 'Create' button is located next to a year selector set to 2023. The left sidebar contains icons for different sections of the platform, including Home, Vineyard, and others.

The 'Veraison' dialog box is used for recording vineyard data related to the veraison stage. It includes a 'Date' field with a calendar icon for selecting the date, currently set to 09/11/2025. Below, there is a 'Veraison progression' input field where users can enter a percentage value from 0 to 100, indicating the progression of veraison. A validation message in red prompts users to enter a valid progression percentage. At the bottom, there are three buttons: 'Add note' on the left for adding additional information, 'Cancel' in the center to close the dialog without saving, and 'Record' on the right to save the entered data.

Recording Vineyard Data

The screenshot displays the Vineyard section of the Blended software platform, specifically under the 'Growth' tab. The top navigation bar includes tabs for Growth, Chemistry, Tonnage, Harvest, and Calendar. Below the navigation bar, there are dropdown menus for Measurement, Operation, and Other. The main content area shows a table listing various vineyard blocks with columns for Vineyard (Block), Budbreak, Flowering, Veraison, and Acres. Each row represents a different vineyard block with corresponding dates and acreage. The left sidebar contains icons for different sections of the platform, including Home, Vineyard, and others. At the top right, there is a search bar, a dropdown for selecting 'My Vineyards,' a year selector set to 2023, and a 'Create' button in orange. Additional table controls are located above the table on the right, including options for viewing, downloading, and settings.

View Vineyard and Block Details

Vineyard

The screenshot displays the 'Production' section of the Blended software platform, specifically under the 'Processing' tab. The top navigation includes tabs for Processing, Fermentation, Aging, and All Lots. Below the navigation, the 'Intake' section is visible, showing a table with columns for Source Name, Received Amount, Available Amount, Variety, Vintage, and Date Received. The table lists an entry from 'Acorn Ranch' with 4.00 tons of Pinot Noir received on 06/07/2024. Above the table, there are buttons for 'Create Lot,' 'Archive,' and 'View Weigh Tag.' Below the 'Intake' section, the 'Processing' section is partially visible, with dropdown menus for Addition, Measurement, Operation, and Other. A pop-up menu is shown in the top right corner with options to 'Receive Grapes/Juice' and 'Work Order,' with the 'Create' button highlighted in orange.

Receive Grapes, Bulk Juice, Bulk Wine

The screenshot displays the 'Production' section of the Blended software platform, specifically under the 'Processing' tab. The top navigation bar includes tabs for Processing, Fermentation, Aging, and All Lots. Below the navigation bar, there is a search bar on the right and a 'Create' button in orange. The main section is titled 'Intake' and contains a table listing source names, received amounts, available amounts, varieties, vintages, and dates received. The table includes checkboxes for selection, and buttons for 'Create Lot,' 'Archive,' and 'View Weigh Tag' are located above the table. The table shows two entries from 'Acorn Ranch' with different received amounts and dates. Below the table, there is a summary indicating '2 picks, 8002 lb received.' The 'Processing' section follows, with dropdown menus for Addition, Measurement, Operation, and Other, and a table with columns for Lot Name, Date Created, Volume, Vessel(s), and Operations. The left sidebar contains icons for navigation, including Home, Vineyard, Production, and other sections.

Create a Lot

Removing Grapes From the Premise

Intake (Grapes, Juice and Bulk Wine)

{UI screenshot display: The screenshot displays the 'Production' section of the Blended platform, showcasing a table of 'All lots' with details like Lot Name, Volume, Vessel(s), Varieties, and Operations, along with filtering and action options.; UI elements: Search: Active. Print: Inactive.}

Navigation and Table Controls

The screenshot shows the home screen of the Blended software platform, designed for managing production data for wineries. At the top left, there is a navigation breadcrumb indicating 'Home'. Below it, a welcome message reads 'Welcome, Adi'. The main section of the screen displays an 'Alerts' panel with a list of overdue tasks, including chemical panel and topping tasks, each with a specific number of overdue days. On the left side, there is a vertical navigation bar with icons for different sections: a speech bubble, a dropper, a house, a calendar, a checklist, a chat bubble, and a question mark. At the top right, there is a search bar and a dropdown menu labeled 'My Winery'. The dropdown menu is expanded, showing options for 'Settings', 'Production Protocols', 'Import Data', and 'Logout Adi'.

Create and Edit Production Protocols

The screenshot displays the 'Production' section of the Blended software platform, specifically focusing on the 'Fermentation' tab. This section allows users to view and manage various lots involved in the fermentation process. At the top, there are four tabs labeled 'All lots', 'Processing', 'Fermentation', 'Tirage', and 'Aging', with 'Fermentation' currently selected and highlighted in purple. Below these tabs are four dropdown menus labeled 'Addition', 'Measurement', 'Operation', and 'Other', which provide options for filtering or performing actions on the data. The main table lists details of different wine lots, including columns for 'Lot Name', 'Date Created', 'Volume', 'Vessel(s)', and 'Tax Class'. Each row represents a specific lot with its corresponding data, such as '23 CF FR' created on '09/23/2025' with a volume of '1,250 gal' stored in vessel 'FT-4'. The first column contains checkboxes for selecting lots, with the second lot '23 CF HP' currently checked. At the bottom of the table, a summary indicates '10 lots, 10,075 gal', providing a quick overview of the total number of lots and their combined volume.

Recording Data Directly

{UI screenshot display: The screenshot shows a modal window within the Blended platform, detailing production data for a specific lot, including measurements and actions. The user is prompted to input values for Brix, pH, and temperature, and to select a punch down action.; UI elements: Composite window: visible. Measurement section: visible. Action section: visible. 'Skip This Action' button: visible. 'Cancel' button: visible. 'Skip' button: visible. 'Record' button: visible.}

Protocol Icons and Logic

The screenshot displays the 'Processing' section of the Blended software platform, which is used for managing production data in wineries. At the top, there are dropdown menus labeled 'Addition', 'Measurement', 'Operation', and 'Other', allowing users to select various processing actions. The 'Other' dropdown is expanded, showing options such as 'Archive/Unarchive Lot' and 'Designate Tax Class/Secondary Production Method'. Below these menus is a table with columns for 'Lot Name', 'Date Created', 'Volume', 'Vessel(s)', 'Variety', and 'Brix'. A single row is visible, showing a lot with the name '24-AR-PN-777', created on '09/25/2024', with a volume of '1017 gal', variety 'Pinot Noir', and '1.8 °Bx'. A checkbox is present at the beginning of the row, indicating selection capability.

Archiving Lots

Production

The 'Transfer' screen is part of the Advanced Winemaking Operations feature in the Blended platform, designed to manage the transfer of wine between vessels. At the top, it displays the Lot number '2021-AR-PN777', the total Volume of 750 gallons, and the current Vessels 'FT-7'. The user can select a Date for the transfer using a calendar or clock icon. Below, the Transfer field allows input of the amount to be transferred, currently set at 725 gallons. The Vessels section lists selected vessels '20-01', '20-02', and '20-04', with options to remove them. Users can add a new vessel by entering a name in the 'Add vessel' field and clicking 'Add'. The 'Close' and 'Save' buttons are available for managing vessel selections. A note indicates that 25 gallons remain, with a dropdown to choose how to record this remainder, defaulting to 'Record as loss'. A warning in red text prompts the user to specify a destination vessel. At the bottom, 'Add note' allows additional comments, while 'Cancel' and 'Record' buttons manage the transfer process, with 'Record' currently disabled.

Wine Movements (Transfer, Split and Combine)

{UI screenshot display: The user is in the production section of Blended and has selected a lot using the checkbox.; UI elements: Checkbox: checked, Lot Name: text, Operations: text, Block(s): text, Varieties: text, Tax Class: text, Brix: text}

Dispatch Out (Bond to Bond Transfers)

The screenshot displays the 'Production' section of the Blended software platform, specifically focusing on winemaking operations. The top navigation bar includes tabs for Processing, Fermentation, Aging, and All Lots, with the 'All Lots' tab highlighted. Below the navigation bar, there are dropdown menus for Addition, Measurement, Operation, and Other, allowing users to filter and select specific operations. The main table is divided into columns for Lot Name, Vessel(s), and Operations. The Lot Name column lists various wine lots, such as '2021-AR-PN777' and '2021-Topping Blend,' with checkboxes for selection. The Vessel(s) column lists the corresponding vessels for each lot, such as 'BG-3' and 'VCT-1.' The Operations column includes icons representing different actions like pressing, blending, and bottling, with some operations marked as completed. The left sidebar contains icons for navigation, including Home, Vineyard, Production, and more. The top right corner features a search bar, user profile (DocsHound Sandbox), and a red 'Create' button for initiating new actions.

Bottling

Topping

The screenshot displays the 'Events' section of the Blended software platform, which is used for managing production data in winemaking. At the top, there are dropdown menus labeled 'Addition', 'Measurement', 'Operation', and 'Other', allowing users to filter or categorize events. Below these, a table lists events with columns for Date, Brix, TA, pH, Potassium, YAN, Temperature, Alcohol, Malic acid, Free SO2, Actions, Additions, Vessels, and Notes. Each column provides specific data related to winemaking processes. The table shows two entries with details such as date and time, Brix level, TA, pH, Potassium, YAN, and other chemical measurements. The 'Actions' column notes activities like 'Lot created' and 'Transferred 600 gal to FT-3', while the 'Additions' column mentions '10 g Potassium metabisulfite'. The 'Vessels' and 'Notes' columns are present but not filled in this screenshot. On the right side, there is a dropdown menu labeled 'All stages' for filtering by production stage, and an 'Edit' button for modifying entries, both located at the top right corner.

Correcting Mistakes

Advanced Winemaking Operations

The screenshot displays a table within the Facility feature of the Blended platform, which is used to manage production data for wineries. The table consists of multiple columns, each representing different attributes of the facility vessels. The columns include Cooper, Name, Empty/Full, Type, Capacity, Lot, Months Used, Toast, Wood, and Uses. Each column header has a sorting icon, indicating that the data can be sorted. The Cooper column lists the cooperage brands, with options to expand for more values. The Name column specifies the name of the cooperage, such as Seguin Moreau and Bouchard. The Empty/Full column shows the status of the vessels, with expandable values. The Type column indicates the type of vessel, such as Barrel. The Capacity column displays the volume capacity in gallons. The Lot column provides the number of lots associated with each vessel, with expandable values. The Months Used column shows the duration the vessel has been in use. The Toast column indicates the level of toast applied to the vessel, with expandable values. The Wood column specifies the type of wood used, such as French. The Uses column shows the number of times the vessel has been used. Each row has a checkbox for selection and an arrow icon for expanding details, located at the beginning of the row.

Facility Concepts and Table Controls

The screenshot displays the 'Facility' section of the Blended software platform, which is used for managing production data for wineries. On the left side, there is a vertical navigation menu with options for Vineyard, Production, Facility (highlighted), Materials, Work Orders, and Compliance. The main area shows a table listing vessels with columns for Type, Capacity, Cooper, Notes, and Toast. Above the table, there are buttons for 'Remove from group' and 'Delete Vessels'. To the right of these buttons, there are icons for search, print, download, and settings. At the top right corner, there is a red 'Create' button for adding new vessels or barrels.

Creating Vessels

The screenshot shows the 'Facility' page within the Blended software platform, specifically focused on creating vessel groups. The main section displays a table listing various vessels with columns for Name, Type, Capacity, Cooper, Notes, Toast, Type, and Wood. The table includes entries such as FT-1, FT-2, FT-3, FT-4, FT-5, and 20-02, among others. On the left side, there is a vertical navigation bar with icons for different sections, including Home, Facility, and others. At the top of the table, there is a dropdown menu labeled 'Add to group' for grouping selected vessels, and buttons for 'Remove from group' and 'Delete Vessels'. The search bar and user profile dropdown are located at the top right corner, and a red 'Create' button is also present in the top right corner.

Managing Vessel Groups

The screenshot displays the 'Facility' page of the Blended software platform, which is used for managing production data in wineries. At the top, there is a breadcrumb navigation showing 'Home > Facility'. Below this, there are several action buttons: 'Add to group', 'Remove from group', 'Delete Vessels', and 'Print labels', which allow users to manage facility vessels. These buttons are located above a table that lists vessels with columns for 'Name', 'Capacity', 'Lot', 'Toast', 'Cooper', and 'Wood'. Each row in the table represents a vessel, with checkboxes on the left for selecting multiple vessels. The top right corner features a search bar, a user account dropdown labeled 'Blended Estate', and a red 'Create' button for adding new entries. Additional icons for search, print, download, and settings are located above the table on the right.

QR Codes, Zebra Scanners and Bar Codes

Facility

{UI screenshot display: The screenshot displays the 'Materials' section of the Blended platform, specifically the 'Additions' tab, showcasing a list of materials with details like name, category, batches, and availability.; UI elements: Materials section: Additions tab (active), Packaging tab, Add Batch button, Reconcile Inventory button, Delete button, table with columns: Name, Category, Batches, Available.}

Creating New Products

The screenshot shows the 'Tartaric Acid: Add Batch' dialog box within the Blended software platform, specifically under the 'Materials' section. The dialog box is used to add a new batch of tartaric acid. It contains four input fields: 'Batch name or code' for entering the name or code of the batch, 'Received date' for specifying the date the batch was received, 'Expiration date' for the batch's expiration date, and 'Available quantity' for the amount of the batch available, with a dropdown to select the unit of measurement. Below these fields, there is a red error message stating 'Please enter a name for each batch.' At the bottom right of the dialog box, there are two buttons: 'Cancel' to discard the entry and 'Save' to save the new batch. The background shows a partially visible list of materials with a sidebar on the left containing a 'Home' link and an 'Additions' link, with the 'Add Batch' button below them.

Add Batches (Additives or Packaging)

{UI screenshot display: The screenshot displays the details of an SO2 10% solution, including its name, material, category, and other relevant properties. It also shows a section for managing batches of the solution.; UI elements: Name: "SO2 10% Solution", Material: "Additions", Category: "SO2", Standard quantity: "(no unit...", Addition rate: "(no unit...", Tax class: "Select...", Solution concentration: "100", Solute Category: "SO2", Solute Product: "Potassium metabisulfite", Usage instructions: "", Notes: "", Cancel button, Save button, Archive button, Batch Name, Product Name, Available quantity, Received date, Expiration date, No items}

SO2: KMBS, Solution and Tablets

Inventory Reconciliation

The screenshot displays the 'Create product' page within the 'Materials' section of the Blended platform, specifically for managing spirits. The page allows users to input details for a new product. Fields include 'Name' with the value '180 Proof Spirits', 'Material' with a dropdown set to 'Additions', 'Category' with a dropdown set to 'Spirits', 'Standard quantity' with an input field and a unit dropdown, 'Addition rate' with an input field and a unit dropdown, 'Tax class' with a dropdown set to 'Spirits', and 'Proof' with the value '180'. The left sidebar contains navigation icons for different sections of the platform.

Spirits, Sugars, and Fruit

The screenshot displays the 'Whole Cluster' page under the 'Materials' section of the Blended platform, which is used for tracking whole cluster additions in winemaking. At the top, the breadcrumb navigation shows 'Home > Materials > Whole Cluster', indicating the user's current location within the application. The main section is titled 'Details' and includes fields such as Name, Material, Category, Standard quantity, Addition rate, Tax class, Proof, Solution concentration, Usage instructions, and Notes, although most fields are not filled in this view. Below the details, there is a 'Batches' section with a table listing batch information. The table columns include Batch Name, Product Name, Available quantity, Received date, and Expiration date. The table shows one entry with the Batch Name 'Harvest 2025', Product Name 'Whole Cluster', Available quantity '500 lb', Received date '09/01/2025', and no expiration date. On the left side, a vertical navigation bar with icons allows users to access different sections of the platform, with the current section highlighted. An 'Archive' button is located above the table, allowing users to archive selected batches.

Tracking Whole Cluster Additions

Materials

The screenshot displays the 'Work Orders' section of the Blended platform, specifically focusing on the 'Calendar' tab. The top navigation includes tabs for 'All', 'Templates', 'Calendar', and 'Archive', with 'Calendar' currently selected. The main area shows a calendar view with a date range from September 26, 2025, to October 26, 2025. An event titled 'Barrel Topping for 24 Pinot Noirs' is scheduled for Friday, September 26, marked as an all-day event. The event is assigned to Matthew Witte. Below the calendar, there is a detailed list of work orders with columns for 'Priority', 'Status', 'Summary', 'Due Date', 'Number', 'Lots', 'Assigned To', and 'Action'. The work order listed is 'Barrel Topping for 24 Pinot Noirs', scheduled for September 26, 2025, with a status of 'Scheduled'. The 'Action' column includes a 'Start' button. The top right corner features a search bar and a 'Create' button for adding new work orders. The left sidebar contains icons for navigation to different sections of the platform.

Concepts and Navigation

The screenshot displays the 'Production' page of the Blended software platform, specifically focusing on the 'All lots' tab. This page is used for managing and viewing different wine lots in production. At the top, there are tabs for 'All lots', 'Processing', 'Fermentation', 'Tirage', and 'Aging', allowing users to navigate through different stages of production. Below these tabs, there are dropdown filters for 'Addition', 'Measurement', 'Operation', and 'Other', which help refine the displayed data. The main table lists wine lots with columns for 'Lot Name', 'Volume', 'Vessel(s)', 'Block(s)', 'Varieties', and 'Operations'. Each row represents a different lot, showing details such as the lot name, volume in gallons, associated vessels and blocks, grape varieties, and available operations. The 'Operations' column includes icons for various actions like measurements and tasks. On the top right, there is a 'Create' button with a dropdown menu offering options to 'Receive Grapes/Juice', 'Create From Recipe', and 'Work Order'. This button is used to initiate new actions related to production.

Writing Work Orders

Templates

Work Orders

{UI screenshot display: This screenshot displays the TTB Reports section within the Compliance area of the Blended platform. It shows a list of saved reports with details like date created, name, type, and window start/end dates.; UI elements: Compliance section overview. TTB Reports tab selected. Table with reports: Date Created, Name, Type, Window Start, Window End. 'Create' button visible. 'Delete report' button visible.}

Compliance Overview and Navigation

{UI screenshot display: The screenshot displays the TTB Reports section within the Compliance area of the Blended platform, showcasing a list of generated reports with details such as date created, name, type, and window start/end dates. The user can create new reports using the 'Create' button.; UI elements: TTB Reports tab, Create button, New Report button, Report table with columns: Date Created, Name, Type, Window Start, Window End, Delete report button.}

Generate the TTB 5120.17 (Old 702)

Set Tax Classes

The screenshot displays the 'Production' section of the Blended software platform, specifically focusing on the 'All lots' tab. This section is part of the Compliance feature, which aids in generating accurate TTB Reports. At the top, there are navigation tabs labeled 'All lots', 'Processing', 'Fermentation', 'Tirage', and 'Aging', with 'All lots' currently selected and highlighted in purple. Below the tabs, there are filter buttons labeled 'Addition', 'Measurement', 'Operation', and 'Other', each with a dropdown arrow indicating additional options. The main table lists wine lots with columns for 'Lot Name' and 'Volume'. The first row is selected, showing '2021-AR-PN777' as the lot name. A dropdown menu is open under the 'Other' filter, displaying options such as 'Archive/Unarchive Lot', 'Designate Tax Class/Secondary Production Method', and 'Advance Stage', which is grayed out. The left sidebar contains icons for navigation, including a home icon at the top and a calendar icon further down.

TTB Methodology and Recording Events

The screenshot displays the 'Production' section of the Blended platform, specifically under the 'All lots' tab, which is highlighted in purple. This section is part of the compliance feature, focusing on managing production data for wineries. At the top, there are navigation tabs for different production stages: Processing, Fermentation, Malolactic Fermentation, Aging, and Triage. Below these tabs, there are filter buttons labeled 'Addition', 'Measurement', 'Operation', and 'Other', each with a dropdown menu to refine the displayed data. The main table lists production lots with columns for 'Lot Name', 'Date', and 'Source(s)'. A dropdown menu is open under the 'Other' filter, showing options such as 'Archive/Unarchive Lot', 'Designate Tax Class/Secondary Production Method', and 'Advance Stage'. The 'Archive/Unarchive Lot' option is highlighted, indicating a focus on managing lot records for compliance purposes. A checkbox is selected next to the '2023-WO-Merlot' lot, suggesting an action is being prepared for this specific lot.

Archive Codes

The 'CA Crush Report' screen in the Blended platform is designed for managing compliance related to vineyard production data. It displays a detailed table with columns for 'Lot Source Name', 'Certificate ID', 'Crushed for', 'Grape source', 'Client name', 'Variety', 'District', 'Pick/Acquire Date', 'Total Gross Weight', and 'Brix'. Each row represents a different lot with specific details such as the source, grape variety, and harvest information. At the top, there are buttons labeled 'Edit Details', 'View Weigh Tag PDF', and 'Exclude Selected' for managing the entries, located above the table. A search bar is available in the top right corner for quick navigation. The page also includes pagination controls at the bottom, allowing users to navigate through different pages of data. A 'Save' button is located at the bottom right to save any changes made.

California Crush Report

Compliance

Concepts and Core Functionality

The screenshot displays the 'Costs' section of the Blended software platform, specifically under the 'Unpriced Items' tab. At the top, there is a breadcrumb navigation showing 'Home > Costs'. Below this, there are four tabs: 'Unpriced Items', 'Costs by Month', 'Costs by Lot', and 'Priced Items', with 'Unpriced Items' currently selected and highlighted in purple. The main section under 'Unpriced Items' shows a dropdown menu labeled 'Lot Sources' and a table with columns for 'Source name', 'Received Amount', and 'Date Received'. The table lists an entry for 'Acorn Ranch (777)' with a received amount of '2.0 lb' and a date received of '06/17/2024'. Above the table, there are two buttons: 'Add Cost' and 'Skip Cost'. Below this section, there is another section titled 'Ongoing Costs' with a table listing various costs such as 'Facility Overhead', 'Labor', and 'Vineyard Consulting', along with details like 'Category', 'Cost Type', 'Spread Type', 'Amount', 'Residual Amount', and 'Initial Date'. The top right corner of the screen has a search bar and a user profile dropdown labeled 'DocsHound Sandbox'. Next to it, there is an orange 'Create' button.

Recording Direct Costs

The screenshot displays the 'Costs' section of the Blended software platform, specifically focusing on 'Custom and Overhead Costs'. The screen is divided into two main sections: 'Unpriced' and 'Ongoing Costs'. The 'Unpriced' section includes a dropdown menu labeled 'Lot Sources', and buttons labeled 'Add Cost' and 'Skip Cost'. Below these buttons is a table with columns for 'Source name', 'Received Amount', and 'Date Received'. The table lists an entry for 'Acorn Ranch (777)' with a received amount of '2.0 lb' and a date received of '06/17/2024'. The 'Ongoing Costs' section includes buttons labeled 'Edit' and 'Delete', and a table with columns for 'Cost Name', 'Item', 'Category', 'Cost Type', 'Spread Type', 'Amount', and 'Residual'. The table lists entries for 'Facility Overhead' and 'Labor', both categorized as 'Recurring Cost' with amounts of '$1,500.00' and '$6,500.00' respectively. The top right corner features a search bar and a user profile dropdown labeled 'DocsHound Sandbox'. A 'Create' button with a dropdown option for 'New Cost' is also present.

Recording Overhead and Custom Categories

The screenshot displays the 'Priced Items' tab under the 'Costs' section in the Blended software platform. At the top, there is a breadcrumb navigation showing 'Home > Costs'. Below the breadcrumb, there are four tabs: 'Unpriced Items', 'Costs by Month', 'Costs by Lot', and 'Priced Items', with 'Priced Items' being highlighted. To the right, there is a search bar and a user profile dropdown labeled 'DocsHound Sandbox'. Below the tabs, there are 'Edit' and 'Delete' buttons, with 'Edit' being active and 'Delete' grayed out. The main content area displays a table with columns for 'Cost Name', 'Item', 'Category', 'Cost Type', and 'Spread Type'. Each row in the table lists details of different cost items, such as 'Acorn Ranch 667-2021-09-12', categorized as 'Fruit' with a 'One Time Cost' type.

Edit and Delete Existing Costs

The screenshot displays the 'Costs by Month' view within the Blended platform, focusing on cost analysis for wineries. At the top, there are tabs for navigating between 'Unpriced Items,' 'Costs by Month,' 'Costs by Lot,' and 'Priced Items,' with 'Costs by Month' currently selected. Below the tabs, there are fields for selecting a 'Starting date' and an 'Ending date,' both set to 10/01/2024 and 09/12/2025, respectively. The main table lists monthly costs from October 2024 to September 2025, with columns for 'Vessels,' 'Facility,' 'Labor,' 'Labs,' 'Consulting,' 'Packaging,' 'Additions,' 'Grapes,' and 'Subtotal.' Each row represents a month, showing consistent costs across categories, with a subtotal of $9,000.00 per month. The total costs at the bottom of the table are $0.00 for 'Vessels,' $18,000.00 for 'Facility,' $78,000.00 for 'Labor,' $0.00 for 'Labs,' $12,000.00 for 'Consulting,' and $108,000.00 for 'Subtotal.' The left sidebar contains icons for navigation, with the 'Reports' icon highlighted.

Reporting and Analysis

Costs

The screenshot displays the 'Case Goods' management interface within the Blended platform, specifically focusing on the 'In Bond' section. At the top, there are navigation tabs labeled Summary, In Bond, Tax Paid, Cellar, Tasting Room, and Warehouse. The main section is divided into two parts: 'Assign SKUs to Bottled Lots' and 'SKU Allocations In Bond'. The 'Assign SKUs to Bottled Lots' section includes a table with columns for Lot Name, Format(s), and Bottling Date, with a single entry for '2021 Bdx Blend'. Below, the 'SKU Allocations In Bond' section features a table with columns for SKU Name, Tax Class, Format, Tax Status, Plt/Cs/Btl, Cases, and Location. Each row lists different wine SKUs with details such as tax class and location. Above this table, there is a date selector labeled 'View date' and buttons for Reconcile Inventory, Assign Location, Log Sales & Usage, and Return to In Bond. The interface includes a search icon, settings gear, and a create button in the top right corner.

Case Goods Overview

Assign SKU or Receive Bottled Inventory

Manage Inventory States

Reporting and Date Controls

Case Goods

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The screenshot displays the 'Production' feature of the Blended platform, focusing on a specific lot labeled '2023-AR-PNpom'. The interface is divided into three tabs: Summary, Additions, and Events, with the Summary tab currently active. It provides details such as Tax class (ABV_16), Secondary production method (not specified), Volume (600 gal), Vessel (FT-5), Variety (Pinot Noir), and Stage (Fermentation). An 'Edit' button is located to the right of these details, allowing users to modify the information. Below, there is a dropdown menu set to 'Fermentation', which likely allows users to change the stage. At the bottom of the screen, a navigation bar includes icons for Vineyard, Production (highlighted), Materials, and Work Orders, with an additional menu button on the far right.

Using QR Scanning With Movements

Blended Mobile

Overview

The screenshot displays the 'Users' tab within the 'Settings' section of the Blended platform. At the top, there are navigation tabs labeled Profile, Account, Users, and Adaptive Defaults, with 'Users' currently selected. Below, there is a list of existing users with columns for Name and Email. Two users, Gio Viscuso and Matt Witte, are listed. To the right, there is a dropdown menu under the Permissions column, currently set to 'Admin', with options including Full production, Cellar worker, Read-only, Accounting, None, and Custom. Below the user list, there is a section to add a new user, with input fields for Name and Email, and a button labeled 'Add user' located at the bottom left. The top right corner features a search icon and a dropdown labeled 'Blended Estate'.

Managing Users and Permissions

Adaptive Defaults

{UI screenshot display: The Internal Bonds page allows users to manage their internal bond numbers and associate them with specific production locations. Users can add new bonds, view existing ones, and link them to internal locations, ensuring accurate tracking and compliance within the winemaking process.; UI elements: The user is on the 'Internal Bonds' settings page. The page is divided into two main sections: 'Add new internal bond' and 'Internal Locations'. The 'Add new internal bond' section has input fields for 'Bond number' and 'Bond name (optional)', and a button labeled 'Add bond'. The 'Internal Locations' section displays a table with existing internal locations, including columns for 'Location name', 'Type', 'Bonds', and 'Address'. Below the table is a section to 'Add new internal location' with input fields for 'Location name', 'Type' (with a dropdown showing 'Production' selected), 'Bonds' (with a dropdown showing 'Select...' as the current value), 'Address', 'City', 'State', 'Postal code', and 'Country', followed by an 'Add location' button.}

Internal Bonds

External Dispatch Profiles

Settings

The screenshot displays a dropdown menu from the Blended software platform, specifically under the 'Blended Estate' section. The menu includes options for different estates such as Buzzworthy Meadery, DocsHound Sandbox, Oak and Tannins, and Toast and Tannin. Below these, there are sections labeled 'Internal' with options for Internal Tools and Internal Metrics, and 'Settings' with options for Settings, Production Protocols, and Import Data. The 'Import Data' option is highlighted, indicating the focus on CSV import functionality. At the bottom of the menu, there is a 'Logout Matt Witte' option for user logout.

Overview and Partner Formats

The screenshot displays a CSV file format used for importing vineyard data into the Blended platform. The table consists of seven columns: 'Vineyard name', 'Estate', 'State', 'County', 'AVA', and 'Vineyard manager'. Each row represents a different vineyard with specific details. The 'Vineyard name' column lists the names of the vineyards, such as Wise Oak Hill, Acorn Ranch, and OAT Estate. The 'Estate' column indicates whether the vineyard is part of an estate with TRUE or FALSE values. The 'State' and 'County' columns specify the location of the vineyard, with all entries in this screenshot being in California, and counties listed as Sonoma or Napa. The 'AVA' column provides the American Viticultural Area designation, such as Knight's Valley, Russian River, and Oakville. The 'Vineyard manager' column names the individuals managing each vineyard, including Janet Giffords, Lindsay Smith, and Mike Holmes.

Overview

Accessing Settings

Tabs within Settings