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Guide3 min readPublished 2026-08-08

Recording a transfer in WineOS

Move wine between vessels with capacity checks, understand when a split creates a child LOT, and know what happens when the destination is not empty.

A racking is the most frequent movement in a cellar, and it is also where paper records usually break down: the litres that arrived, the litres lost and the vessel the wine now sits in are three facts that must stay together. In WineOS a transfer records all three and updates both vessels and the LOT in one save.

What you will do

Move all or part of the content of a vessel into another vessel, record the losses, and decide whether the moved part continues as the same LOT or becomes a child LOT of its own.

Steps

  1. Start the operation from the source vessel and choose the transfer. The header states what you are doing: Transfer — same LOT, change container, or Transfer — split into new LOT.
  2. From container is filled in for you and read-only.
  3. Under Destination containers, choose the To container. It must be a different vessel, and the same vessel cannot appear twice in a multi-destination transfer.
  4. Enter the volume to move (L). WineOS checks the destination capacity and refuses a vessel that cannot take the volume, telling you how many litres remain free — and asks you to set a capacity if none is recorded.
  5. If only part of the LOT moves and that part should live on as its own LOT, tick Split quantity into a new LOT, then enter the split quantity and the child LOT container.
  6. Record losses, as litres or as a percentage, and check the final volume after the task.
  7. Read the review screen — source, destination, volume after the transfer, losses and what remains in the source — and save.

Filling a row of barrels from one tank is the same operation with several destinations, and a barrel destination is recognised automatically: there is no separate "transfer to barrel" record to look for.

What WineOS updates

  • Without a split, no new LOT is created: the same LOT changes vessel and keeps its code, its history and its parents.
  • With a split, a child LOT is created in the destination with the split volume, while the parent keeps the remainder in the source vessel. The review shows parent before, child and parent after; LOT numbers are generated on save.
  • The source volume goes down by the volume moved plus losses; the destination volume goes up by what actually arrived.
  • Both the LOT history and the vessel history of the two containers show the movement, one as an exit and one as a placement.

When the destination is not empty

The check runs per destination row, before you can continue:

  • Empty destination — the transfer is allowed.
  • Consolidation — the vessel already holds must of the same winemaking. On save the volumes are consolidated into a single LOT of roughly the total litres; no third LOT code is invented for the same wine.
  • Not allowed — the vessel holds an active LOT that cannot be consolidated automatically, because it belongs to a different winemaking or is not must. The transfer is blocked and the guidance points you to Blend / Consolidation, where you classify the resulting LOT and keep the parent LOTs visible.

The rule is deliberately strict. Joining wine from two different batches is a decision about the wine itself, and that decision belongs in the blending wizard, not in a transfer.

Practical example

Tank T-006 holds 2,400 L. You rack 1,980 L into three 330 L barrels plus a 990 L destination, declare 12 L of lees loss, and leave the rest in T-006. Because no split was ticked, the wine remains one LOT that now reads across four vessels' histories — and if you later bring the barrels back into T-006, WineOS recognises the same wine as a consolidation.

Related capabilities

Recording a transfer in WineOS

Would you like to see this in your own winery?

We will walk you through WineOS with your own workflow as the starting point.