Solutions / Wineries
Run your entire winery on Atlas Verified.
Connect grower orders, grape deliveries, inventory, distributor sales, and invoices. Use Sales Operations, Inventory, and Shipments for day-to-day work. Preview Atlas Roots for winery tax management, vineyard-to-bottle records, and audit preparation.
Manage purchase orders, stock, shipments, and receivables · Preview grower assessments, excise workpapers, and audit review
October winery tax review
- Grower receipt GR-021
- Growing district and scale ticket linked · Settlement review
- Bond transfer BT-014
- Dispatch and receiving premises linked · Matched
- Removal RM-008
- One supporting record missing · Needs review
- October close
- Federal and California workpapers · Separate drafts
Atlas Roots design preview · Sample records
Manage winery taxes and reporting
Sales Operations handles invoice tax today. The Atlas Roots design adds winery-specific reporting and audit preparation, starting with California and federal workpapers.
Invoice tax in Sales Operations
Enter the applicable tax rate on each sales line. Sales Operations calculates the tax and carries the agreed rate from quote to order and invoice. Keep the supporting records with the transaction for review.
Federal wine excise and bonded inventory
Track in-bond transfers and removals by licensed premises. Retain gallonage, wine class, and supporting documents. Prepare separate workpapers for the TTB Wine Premises Operations report and the federal excise return.
California wine tax and inventory reporting
Prepare California workpapers from the applicable state categories and movement records. Reconcile reported wine inventories to the federal operations report and trace differences to the underlying transactions.
Grower assessments and settlement
Link the grower, growing district, contract, scale ticket, accepted quantity, and invoice. Track applicable assessment deductions and what is owed to each program separately from what is payable to the grower.
Direct shipping and other state obligations
Review sales and shipments by destination, license, channel, and reporting period. The design keeps state shipping reports, sales and use tax, alcohol excise, and container obligations in separate workpapers where applicable.
Atlas Roots design preview
Review what is holding up the winery tax close
Preview a grower receipt, in-bond transfer, taxable removal exception, and separate federal and California workpapers.
Match grape deliveries to grower purchase orders and invoices
Use Atlas Verified purchasing, shipment, inventory, and document records as the foundation. Atlas Roots adds a winery-specific receiving and settlement workflow.
Start with the grower and purchase commitment
Keep grower agreements, purchase orders, delivery schedules, and original documents together. The winery design ties each commitment to the grower, vineyard or block, harvest, and growing district.
Review truck receipts and quality evidence
Link the shipment, receiving record, and lab or quality documents. The Roots intake design records which lots were on the truck, keeps scale weight, Brix and deductions, and separates received, accepted, payable, and reportable quantities.
Trace the settlement back to each receipt
The planned settlement review compares the contract, accepted receipts, and supplier invoice. Show partial deliveries, quality deductions, assessments, and any difference the buyer or finance team needs to resolve.
Trace wine through production, storage, and shipment
Atlas Verified Inventory, Shipments, and Documents support lot and shipment records. The Atlas Roots winery design extends that foundation to cellar volumes, production lineage, and bonded stock.
Follow vineyard lots into blends and bottles
The proposed lineage connects vineyard, harvest, grape lot, blend, bottling run, and finished inventory. One blend can link to several source lots. Bottle-level tracking can be configured where required.
Keep storage and tax status visible
The proposed cellar workflow tracks tanks, barrels, warehouses, and licensed premises. Record in-bond transfers, receipts, and tax-paid removals as distinct events, with the date, quantity, and evidence for each.
Give customers and reviewers the relevant records
Use Atlas Verified shipment and document records to organize releases, packing paperwork, and delivery evidence. Keep lab results with the lot they describe and verify which results apply to the finished shipment.
Run distributor sales, inventory commitments, and billing in Sales Operations
Sales Operations is the CRM and commercial workspace for sales reps, order operations, and finance.
Manage distributor accounts and sales activity
Keep buyers, delivery sites, account owners, sales opportunities, and follow-ups together. Use price books, agreements, vintages, and case packs to prepare a quote or review a distributor purchase order.
Reserve inventory and track partial orders
Reserve eligible stock by product, lot, package, and location. Release the available quantity and keep the rest open. Track what the winery committed, what shipped, and what remains to fulfill.
- Example: Six 12-bottle cases plus 48 individual bottles reserve one 120-bottle lot.
Issue invoices and manage receivables
Issue customer invoices, track balances, issue credits, and record and apply full or partial payments. Review what each distributor still owes alongside the invoice and payment records.
Use the winery’s email and connected records
Give employees AI access to the accounts, shipments, documents, and supported connections they’re allowed to use. Bring in purchase orders, price agreements, and warehouse updates from authorized tools or reviewed imports.
Follow a grape delivery through settlement and month-end close
Illustrative California workflow. Atlas Roots connects the winery-specific steps to existing Atlas Verified records.
Match the truck to the contract and PO
Receiving identifies the grower and growing district, attaches the scale ticket, and records the lots and quantities against the purchase order.
Review quality and grower settlement
The buyer checks the accepted quantity and any deductions, reviews the applicable assessment lines, and compares the settlement with the supplier invoice.
Follow wine through storage and release
The winery connects the source lots to the blend and bottling run. The team records where the wine moved and the supporting evidence for each transfer or removal.
Reconcile and review the period
Finance reviews federal and California workpapers by premises and period. It resolves missing evidence, reconciles inventory, and prepares the records for the authorized reviewer.
Find tax and audit evidence from Atlas Chat
Atlas Roots design preview. Ask for a period, premises, or transaction and see the records that support the answer.
Specify the premises and period. Review the totals, how fresh the records are, and the entries that need a decision.
Open the receipt, movement, invoice, or source document behind a workpaper line. See which rule version the draft used.
The planned nightly checks surface missing feeds, unpaired transfers, inventory discrepancies, and missing documents. Any gaps stay visible in the review packet.
The federal and California workpapers are separate. The grower receipt has its scale ticket and invoice. One removal is missing supporting evidence, so the period remains Incomplete. Open RM-008 to see what’s missing.
Federal and California Reference Sources
These agencies publish the requirements behind the initial winery design. Applicability depends on the licensed operator, activity, and reporting period.
Wine premises records and federal excise
Review how winery movements support federal operations and tax records.
- Publisher — Alcohol and Tobacco Tax and Trade Bureau
- Coverage — Federal winery records, wine premises operations reporting, and wine excise.
- Rule or form version — Use the form and reporting period applicable to the premises.
California Wine Grower Tax Return
Review the state classifications and reconciliation requirements separately from federal workpapers.
- Publisher — California Department of Tax and Fee Administration
- Coverage — California wine excise, wine transactions, and inventory in bond.
- Rule or form version — Use the applicable California return instructions.
California Grape Crush and Purchase Inquiry
Identify which source and receipt details the winery needs at intake.
- Publisher — California Department of Food and Agriculture
- Coverage — Grape growing district, crushed tonnage, and purchased tonnage.
- Rule or form version — Confirm the survey and assessment instructions for the relevant crush year.
California beverage container responsibilities
Review container obligations separately from wine excise.
- Publisher — CalRecycle
- Coverage — State beverage container program for manufacturers and distributors.
- Rule or form version — Check the rule and effective date for the packaging and distribution activity.
Frequently Asked Questions
Walk through one of your winery workflows
Bring a grower delivery, distributor order, or month-end tax packet. We’ll show how the existing Atlas Verified modules fit and walk through the proposed winery tax and audit workflow.