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Cellar history

Cellar history is the log of everything that moved in and out of your cellar: bottles and glasses sold through the POS, bottles you removed or added by hand, wines you added, and wines you deleted. Every entry keeps the wine, the date, the amount, the buying and selling price at that moment and the reason (sold, removed, tasted, faulty, gifted, returned, added, bought, found, sample, gift). You can read it for the whole cellar or for one wine, and on the phone you can correct the reason, undo a manual entry or delete it.

It is available on every business plan and in the private app. The web has the full cellar log and each wine's own log; iOS has both plus editing; Android shows only the yearly totals on the cellar home.

Starter and ProWeb, iOSUpdated

On this page

How to use it

The reasons

Each entry has a reason. Removals: Sold, Removed, Returned, Tasted, Faulty, Gifted. Additions: Added, Bought, Found, Sample, Gift. A twelfth reason, Deleted, is written when you delete a wine and is never shown in the lists. Reasons are colored badges; the names are in Norwegian for Norwegian users.

Where entries come from

  • POS sales. Every connected POS writes sold bottles and glasses into history automatically (see POS integration for what each system sends).
  • Manual quantity changes. Removing bottles in the wine's profile writes an entry. On iOS you pick the reason (default Removed for business users, Tasted for private users); on the web the reason is always Removed. Adding bottles on iOS writes an Added entry (Bought for private users); adding bottles on the web writes nothing.
  • Adding a wine writes an Added entry with the starting quantity.
  • Stock count adjustments write entries with the reason you picked in the count.
  • Recipes. A recipe sold through the POS writes one entry for the recipe. The wine it used is reduced, but that consumption does not appear in the wine's history.
  • Deleting a wine writes a Deleted entry and keeps the wine's older entries under its name.

Picking Tasted on a Vinify wine also creates a private tasting note for you.

Cellar history on the web

Open History in the sidebar. The page has:

  • a Weekly stats card: the last seven days of sales, with Total sold, Profit, average Sell/buy ratio and sales per style (Red, White, Sparkling and Other);
  • a switch Out of stock wines only that keeps only entries of wines with zero bottles left, useful to see what sold out;
  • the log, newest first, loading more as you scroll. Columns: Date, Activity (the reason badge), Type (bottle, glass or recipe), Wine name (with vintage and volume when not 0.75 L, plus an Edit link that opens the wine's profile), Bottles, Remaining (bottles left now, with a warning at 0), Buy ex VAT, Buy inc VAT, Selling, Sell/buy and Total sold.

Entries for deleted wines show the wine's name at the time of deletion; recipe entries show the recipe name. The web log is read only.

A wine's history

Open a wine and pick the History tab. It lists that wine's entries with Date, Activity, Btls, Buy ex VAT, Buy inc VAT, Selling and Ratio. For glass sales the buying price is the share of the bottle that the glass represents.

Cellar home

The Cellar history card on the web cellar home shows the last five entries ("2 Btls SOLD, 6 Left", with buying price, selling price and market price) and links to the full log. The This year totals on the iOS and Android home (Total added, Total removed, Net movement) come from the same log and cover the calendar year from 1 January.

On iOS

Cellar home > Cellar history opens the log. At the top you get the totals for the current filter: Total removed with a line per reason, Total added with a line per reason, and Net movement. Two filter chips: Date (Last 7 days, Last 30 days, Last year, This year, All time, Custom date with start and end) and Transaction type. Entries are grouped by day; tap a day header to collapse it. Each row shows the reason, the amount ("2 BOTTLES SOLD", "4 GLASSES", "25 CL"), how much remains, the wine, and buy, sell and market value (market value needs the Market value add-on or Vinify Plus).

The ... menu on a row offers Edit action (change the reason to another reason of the same kind: a removal stays a removal), Undo action (put the bottles back and remove the entry) and Delete action (remove the entry without touching stock). POS entries and Deleted entries cannot be changed. Entries of deleted wines can be edited or deleted but not undone.

The wine's profile on iOS has the same History tab with the same filters and menu.

On Android

The cellar home shows the Cellar history, This year card with Total added, Total removed and Net movement. There is no log and no per wine history on Android.

Common questions

Why does my Removed entry say Removed when I actually tasted the bottle?

On the web every manual removal is logged as Removed. On iOS you can pick the reason, or fix it afterwards with Edit action.

Can I undo a POS sale?

No. POS entries cannot be edited, undone or deleted. Correct the stock with a manual change instead.

What is the difference between Undo and Delete?

Undo reverses the stock change and removes the entry. Delete removes the entry only; your bottle count stays as it is.

Why can I not undo an entry?

Undo needs the bottles to still be where they were. If the wine was moved out of that location, or the location is gone, or the bottles are no longer there, undo is refused. Glass entries, recipe entries and entries of deleted wines cannot be undone.

Does deleting a wine erase its history?

No. The entries stay under the wine's name at the time of deletion, and a Deleted entry is added for the bottles that were still in stock.

Why is the weekly profit different from what I expected?

Weekly stats count Sold entries minus Returned entries in the last seven days, using the buying price ex VAT. Recipes are not included.

Are the prices in history the POS prices?

They are the prices stored in Vinify at the time of the sale, not what the till charged, for most POS systems.