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Getting Started

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  <TableOfContents>
  
= Introduction to the CellarTracker User Interface =
The CellarTracker user interface has three main areas:<br>
1) Top Menu<br>
2) Home Page<br>
3) Left Task Bar<br>
  
== Top Menu ==
The menu bar at the top of the home page and all CellarTracker pages allows
you to quickly get to information on your cellar quickly.
  
**[http://www.cellartracker.com/home.asp Home]** – Allows you to quickly
enter your cellar from a previous spreadsheet or database.<br>
**[http://www.cellartracker.com/list.asp?Table=List My Cellar]** – Shows
the contents of your cellar.<br>
**[http://www.cellartracker.com/list.asp?table=Notes&iUserOverride=0&T=1000
Tasting Notes]** - Shows the last thousand tasting notes from all CellarTracker
users.<br>
**[http://www.cellartracker.com/reports.asp Reports]** - Allows you to view
your view your cellar from my different points of view.<br>
**[http://www.cellartracker.com/list.asp?table=Users Users]** - A list of all
CellarTracker users listed by most recent access.<br>
  
== Home Page ==
The CellarTracker home page is the main interaction point with CellarTracker.
In addition to showing the few bottles you have entered and consumed, it shows
the last few tasting notes your have written and most recent tasting notes from
other CellarTracker users on wines currently in your cellar.<br>
<br>
The tools available from the CellarTracker home page are listed
below:<br>
<br>
**Common Tasks**<br>
**[http://www.cellartracker.com/ow.asp?BulkImport Bulk import an existing
spreadsheet]** – Allows you to quickly enter your cellar from a previous
spreadsheet or database.<br>
**[http://www.cellartracker.com/pickproducer.asp Add wine to my cellar]**
– Add new wines to your cellar.<br>
**[http://www.cellartracker.com/pickproducer.asp?TN=true Add a tasting note]**
- Add a tasting note for a wine you have tasted.<br>
**[http://www.cellartracker.com/printoptions.asp Print a wine list]** - Print
a restaurant-style wine list for your cellar.<br>
**[http://www.cellartracker.com/ow.asp?ExcelDownload Download to Microsoft
Excel]** - Create an offline copy of your cellar.<br>
**[http://www.cellartracker.com/list.asp?table=Pending Check my pending
deliveries]** – Lists your pending deliveries and futures
orders.<br>
**[http://www.cellartracker.com/list.asp?Table=Reviews Add professional
reviews]** - Lists wines in your cellar where other users have entered
professional reviews. You can use this list to search for and add these reviews
to your cellar if you have a subscription to the service in question.<br>
**[http://www.cellartracker.com/list.asp?O=BeginConsume&table=Availability
Update drinking windows]** - Allows you to easily enter personal drinking
windows for your cellar.<br>
**[http://www.cellartracker.com/list.asp?table=BulkValue Add Valuations]** -
An easy way to add a personal valuation for some or all your wines.<br>
**[http://www.cellartracker.com/list.asp?Table=Labels Print Barcode Labels]**
– Print barcode labels to allow easy tracking of your cellar. All users
can print Avery labels to any printer or print directly to Dymo label printers.
See the [BarcodeProcedures Barcode Labels FAQ].<br>
**[http://www.cellartracker.com/list.asp?Table=Scan Scan Barcode Labels]**
– Allows quick removal of wines from your cellar by entering
[BarcodeProcedures CellarTracker barcodes].<br>
<br>
**Tagged Lists**<br>
Created lists to allow you to track wines you want to sell, take to parties,
give away as gifts, or any other specific list you need to track regarding your
wine collection.<br>
<br>
**Other Areas**<br>
**[http://www.cellartracker.com/editprofile.asp My Profile]** – Change
your CellarTracker preferences including wines listed per page and default store
for new purchases.<br>
**[http://www.cellartracker.com/payment.asp Payment History]** – Make a
payment to support ongoing development and support of CellarTracker.<br>
**[http://www.cellartracker.com/getcontent.asp Manage Subscriptions]** –
Manage automatic integration with various content channels including Stephen
Tanzer's International Wine Cellar and WineBid.com.<br>
  
**[http://www.cellartracker.com/forum User Forum]** – Access
CellarTracker's user forum to see how others are using CellarTracker or to ask
questions.<br>
<br>
== Left Task Bar ==
The task bar on the left hand side of the screen provides quick access to key
functions when viewing your cellar or adding or editing a specific wine. Many of
the common tasks were already discussed in the Home Page section. See belows for
ones not mentioned above.
  
**Home Page Common Tasks**<br>
View my wish list – View list of wines you are considering for future
purchases or potential gifts from others.
Drinkability – Lists the wine you should drink today based a number of
criteria including the professional review drink by data and amount of bottles
in your cellar.
  
Home Page Display Options
Hide Prices – Allows way to hide wine prices when showing your cellar to
others.
  
Make sure to look at CellarTracker's task bar when editing wines for quick
access to key features including searching review sites for the wine in
question, adding to a wish list, show others wines from this producer to allow
easier entry of multiple purchases, and many other tasks.
  
=== Tracking your wine with CellarTracker ===
Entering your cellar into CellarTracker can initially be a time consuming
task, but a little preparation can go a long way in making it easier and more
importantly quicker.
  
It is important to understand that CellarTracker makes a clear distinction
between purchases and your inventory of wine. However, CellarTracker makes it is
easy to enter both a purchase and add it to your inventory in a single step.
  
Before starting, if you have any existing information on your wine cellar, it
would be helpful to have that information available along with any purchase
information you would like to track.
  
If you have been tracking your wine collection in an Excel spreadsheet or
other database. You can use export your existing data to an Excel spreadsheet in
a format that CellarTracker can then import directly. See the [BulkImport bulk
import FAQ for more information].
  
=== Entering a wine into your CellarTracker inventory… ===
  1. Click “Add wine to my cellar” in Common Tasks.
  1. Enter the producer or wine you want to enter into CellarTracker and click
“Search” to search the database for that producer or wine. To limit
your search to wine producer’s name only, select “Producer
name” before clicking Search.
    * If the wine producer exists, CellarTracker will display the list of
known producers that match your request. Select the producer you want and click
on it to get a list of all known wines in CellarTracker by that producer.
      * If the wine you want exists in CellarTracker already exists in the
vintage you want to enter, select the vintage and wine.
      * To add a different vintage of a known wine or a different wine based
on a known wine, click “Add New Vintage or Wine Based on
this…” for a wine. Make any necessary changes such as vintage or
varietal and click “Click to Add New Wine.” For more information on
this screen, see “Entering a new wine producer and wine into
CellarTracker…”
    * If the wine producer does not exist, see “Entering a new wine
producer and wine into CellarTracker…” for how to proceed.
  1. Go down to Purchase Information and “click here to add a new
purchase…”
  1. Enter the number of bottles (quantity) of your purchase, bottle size,
store, price, order notes, and any other information you wish to track. NOTE: To
enter a new store, type it in the "add new store" text field next to
the store combo box.
    * If the wine entered is in your cellar, just click “Add New
Purchase” to add the wine to your inventory.
    * If the wine entered is a futures purchase or you haven’t taken
delivery yet, select “Delivery is still pending” in the Delivery
section and then click “Add New Purchase”.
  1. The wine is now added to your current inventory or pending purchases.
  1. To add another vintage of the same wine to your cellar, go to the Other
Vintages section in the task bar and select the vintage if listed or select new
vintage to add a new vintage of the same wine to your cellar.
  
=== Entering a new wine producer and wine into your CellarTracker
inventory… ===
  1. If your search for a wine producer was not found in CellarTracker, click
“CLICK HERE to create an ENTIRELY NEW WINE.”
  1. CellarTracker will bring up the Edit Wine Information screen to let you
enter the wine in question.
  1. There are a number of fields to enter, but luckily the online help is
very good for each field. However, let’s walk through entering a wine to
show you what goes where. Though it is already in CellarTracker, this is how you
would enter the 2001 Amphora Jacob’s Ridge Cabernet Sauvignon from Mounts
Vineyard in Dry Creek Valley.
    a. Type – Red
    a. Vintage – 2001
    a. Producer – Amphora
    a. Varietal – Cabernet Sauvignon
    a. Designation – Jacob’s Ridge
    a. Vineyard – Mounts Vineyard
    a. Country – United States
    a. Region – California
    a. SubRegion – Sonoma County
    a. Appellation – Dry Creek Valley
    a. Options – Use this to set how the vineyard name is displayed for
example
    a. UPC Code – Leave blank if it doesn’t exist or you
don’t care to track it.
  1. You have now entered a new wine into CellarTracker! To add it to your
inventory, go to Purchase Information and click the “click here to add a
new purchase…” link
  1. Enter the number of bottles (quantity) of your purchase, bottle size,
store, price, and any other information you wish to track. NOTE: To enter a new
store, type it in the field below the combo box.
    * If the wine entered is in your cellar, just click “Add New
Purchase” to add the wine to your inventory.
    * If the wine entered is a futures purchase or you haven’t taken
delivery yet, select “Delivery is still pending” in the Delivery
section and then click “Add New Purchase”.
  1. The wine is now added to your current inventory or pending purchases.
  1. To add another vintage of the same wine to your cellar, go to the Other
Vintages section in the task bar and select the vintage if listed or select new
vintage to add a new vintage of the same wine to your cellar.
  
=== Entering a wine where you do NOT want to track purchase information in
your CellarTracker inventory… ===
  1. Click “Add wine to my cellar” in Common Tasks from the
CellarTracker's Home page or task bar.
  2. Enter the producer of the wine you want to enter and click
“Producer Name” to search the database for that producer.
  3. If the wine producer exists, CellarTracker will display the list of known
wines.
  4. If the wine you want to enter into CellarTracker already exists and in
the vintage you care about, select the vintage and wine.
  5. Go to My Inventory and click “click here to edit MY
inventory…”
  6. Select Add and enter the bottle size, quantity, and location. Click
“Update and Done” to add the wine to your inventory.
  
  
=== Deleting a wine from your CellarTracker inventory (e.g. drinking a
bottle)… ===
  1. Select the wine to delete from inventory and bring up the wine summary
page.
  2. In the wine summary window, go to the “My Inventory” section
and click the D next to the bottles in inventory.
    * Select the specific bottle by barcode or purchase or take the default
bottle chosen to remove from inventory.
    * If you just drank the bottle and want to remove it from inventory,
select "Drank from my cellar" under Track Consumption Data. Also,
CellarTracker can help you track a return, sale or trade, gift, or purchase at a
restaurant for this bottle. Select the appropriate choice for this bottle.
    * To add a tasting note for this bottle, enter the note and an optional
corresponding score.
    * To remove the wine from inventory, click “Consume This
Bottle”.
  
=== Adding a Professional Review… ===
  1. Select the wine to bring up the wine summary page.
  1. Go to Professional Tasting History and “Click here to manually add
a new professional (copyrighted) review...”
  1. To view a professional review from Wine Advocate, International Wine
Cellar (IWC) or Wine Spectator (assuming you have a valid subscription to the
desired service), click WA, WS, or IWC and CellarTracker submits a search for
the wine in question to find the review. If you want to enter a BurgHound,
Purple Pages, or other publication review, obtain the review in question.
  1. Select the main text of the review and copy it onto the clipboard.
  1. Paste the review text into the main body of the professional review and
enter the other information including the score, reviewer, and publication. To
enter a BurgHound, Purple Pages, or other review, you will need to manually
enter the publication and review the first time by typing the publication and
reviewer into the text field below the combo boxes. CellarTracker will remember
new publications and reviewers for future use. For Wine Advocate and
International Wine Advocate reviews, you can copy and paste the URL of the
review into the web page section to link back to the review later. Web links to
Wine Spectator reviews are not supported, as they too long to enter into
CellarTracker.
  1. Click “Add Review” to submit the review and return to the
wine summary page.
  
=== Adding a public tasting note… ===
  1. Select the wine to add a tasting note and click it to bring up the wine
summary page.
  1. Click "Add a tasting note" under Tasks (this wine) on
CellarTracker's task bar
  1. Add your review, date, and score and click “Add Tasting Note”
to add your personal tasting note to be viewed by you and the rest of the
CellarTracker community.
  
=== Printing Barcode Labels for your Cellar ===
CellarTracker can give you complete control over each bottle in your cellar by
printing barcoded labels to Avery labels or a label printer to help you more
easily track each bottle individually.
  
See the [BarcodeProcedures Printing Barcode Labels FAQ] for more details.
  
=== CellarTracker Reporting Options ===
  
Click Reports in CellarTracker's menu bar to access the CellarTracker's vast
reporting capabilities.
  
**My Cellar**<br>
All Wines – Lists every wine in your cellar.<br>
Single bottles – Lists every individual bottle in your cellar.<br>
Region – Shows a breakdown of your cellar by region including cost
paid.<br>
Producer – Shows a breakdown of your cellar by producer including
cost.<br>
Varietal – Shows a breakdown of your cellar by varietal including
cost.<br>
Type – Shows a breakdown of your cellar by type (red, white, dessert)
including cost.<br>
Vintage – Shows a breakdown of your cellar by vintage including
cost.<br>
Storage location – Lists the contents of your cellar(s) by location
whether local or offsite storage for example.<br>
Bottle size – Lists the contents of your cellar by bottle size (375 ml,
750 ml, 1.5 L, 3.0 L).<br>
Readiness to drink – Lists the wine you should drink today based a
number of criteria including the professional review drink by data and amount of
bottles in your cellar.<br>
Time to drink up – Lists wine by drink date, either entered by IWC, WA,
WS, or your personal drink by date.<br>
Custom summary... – Create a custom report based on your
choices.<br>
  
**Tasting Notes**<br>
My notes – Lists all your tasting notes for easy access to posting your
notes to the Squires bulletin board (eRobertParker) or other wine
boards.<br>
My private notes – Lists all your private notes where you may track
purchase info or gifting notes for example.<br>
Community notes – Lists all CellarTracker's user tasting
notes.<br>
About my wine – Lists all CellarTracker user's tasting notes on wines in
your cellar. A great way to get another opinion on that wine you really want to
try tonight.<br>
Tasting Events – Tasting notes that chronicle complete tastings or
special events.<br>
My Private Notes – Lists personal notes you have added to wines. These
are not shared across users.<br>
Notes over time – Lists all your tasting notes over time. A good way to
see how your tastes have changed.<br>
Notes by region – Lists all your tasting notes by region.<br>
Custom summary... – Create a custom report based on your
choices.<br>
<br>
In addition to these reports, there are similar reports for your purchases and
consumption broken down by many categories.<br>
<br>
Finally, there are some great community based reports to see how CellarTracker
community purchases wines or wines they are looking to purchase from their wish
lists.<br>
<br>
= Make an offline copy of your cellar with Microsoft Excel =
Now that you have spent all the time entering your CellarTracker, you may want
to have [ExcelDownload an offline copy to keep on your PDA or your laptop when
traveling].
  
= CellarTracker FAQ & Forum =
You can see [CategoryFAQ many other FAQ documents].
For help on other CellarTracker features, go to the
[http://www.cellartracker.com/forum CellarTracker forums] for help and advice
from other users.
  
-------
CategoryFAQ

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