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Adding purchase price - 3/31/2006 3:47:54 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline 		If there is one question that has been asked most often over the past year, it is "how do I add purchase data to bottles I already added to my cellar?" And for about months now I have sheepishly explained the several steps required to do this. Well, while I want to do a LOT more to simply the editing UI around inventory and purchase data, as of today I have finally made it fairly easy to go back and add purchase data to bottles already in your cellar. For any given wine, when you go to create a purchase, if you have inventory without attached purchase history, there is a new option to "Associate with existing inventory."

So the steps to handle this so common question are:
  1. Navigate to the wine in question.
  2. Click any of the link(s) to add a new purchase
  3. Choose the "associate with existing inventory" delivery option, pick the specific size/quantity, and fill in the rest of the purchase details.
If you are adding a purchase to a wine without 'dangling' inventory you will not even see this new option.

I hope to flesh this area out a lot more over the coming months, as it is probably the weakest area of usability on the site.

Enjoy!

< Message edited by Eric -- 9/3/2006 9:28:38 AM >

_____________________________

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-Eric LeVine

http://twitter.com/cellartracker
Post #: 1
RE: Adding purchase data to inventory - 4/17/2006 2:50:18 PM   
Plitton

 

Posts: 53
Joined: 5/23/2005
Status: offline 		Works great.  Thanks Eric!

(in reply to Eric)
Post #: 2
RE: Adding purchase data to inventory - 5/27/2006 2:12:41 PM   
Yak

 

Posts: 11
Joined: 5/27/2006
Status: offline 		Eric,
ANy updates on this topic?
I've mistakenly added all my wine the 'wrong' way and now must go back and associate purchase price and place with my inventory.

thanks,
Matt

(in reply to Eric)
Post #: 3
RE: Adding purchase data to inventory - 5/27/2006 2:14:08 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline 		Matt, there is no new update here, but if you follow the steps shown above it is trivial to retroactively add purchase data to existing inventory. The key is step 3.

_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to Yak)
Post #: 4
RE: Adding purchase data to inventory - 7/27/2006 10:17:48 PM   
suthersm

 

Posts: 2
Joined: 7/27/2006
Status: offline 		Eric -

Just registered and I have to say I love the site. I have a question about the value column in the My Cellar tab. What is the best way to get my purchase price to show up in that column when I enter the wine for the first time (rather than the community average valuation)?

Thanks

Scott

(in reply to Eric)
Post #: 5
RE: Adding purchase data to inventory - 7/27/2006 10:22:59 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline 		Scott, alas, your purchase price is below the community value in the 'valuation cascade' as described here: http://www.cellartracker.com/valuefaq.asp

So the best you can do is to use the bulk valuation view to override your values to match your prices.


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-Eric LeVine

http://twitter.com/cellartracker

(in reply to suthersm)
Post #: 6
RE: Adding purchase data to inventory - 8/8/2006 2:50:17 PM   
phlin

 

Posts: 13
Joined: 8/8/2006
Status: offline 		hi eric,

is there any way i can edit the store pulldown menu in the purchase section of CT? i ask because i have a misspelled store in that menu and want to delete it.

thanks!

(in reply to Eric)
Post #: 7
RE: Adding purchase data to inventory - 8/8/2006 2:54:34 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline
quote:

ORIGINAL: phlin

hi eric,

is there any way i can edit the store pulldown menu in the purchase section of CT? i ask because i have a misspelled store in that menu and want to delete it.

thanks!

Yes, simply edit the purchase that has the misspelled store name. The easiest way to do this will be to look at our purchased grouped by Store:
http://www.cellartracker.com/list.asp?table=PurchaseStore

Then click on the misspelled store name to see the purchase(s). SHIFT-CLICK the wine glass icon to the left of each purchase to drill down to the purchase editing screen. Change the name either by picking from the dropdown list or typing a new name. Do this for all affected purchased updating as you go.

Once you are done, refreshing the drilldown for that store should be empty, and the offending name should be gone.


_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to phlin)
Post #: 8
RE: Adding purchase price - 3/20/2007 4:10:39 PM   
kgr

 

Posts: 1
Status: offline 		Am new so please be kind. This procedure worked for me once, but now there is no choice to associate the purchase with existing inventory. Any help appreciated

(in reply to Eric)
Post #: 9
RE: Adding purchase price - 6/6/2007 9:19:49 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline 		Sorry I missed this. Once you associate all existing bottles with a purchase, you can just edit an existing purchase or add a new one (which will create new bottles).

quote:

ORIGINAL: kgr

Am new so please be kind. This procedure worked for me once, but now there is no choice to associate the purchase with existing inventory. Any help appreciated


_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to kgr)
Post #: 10
RE: Adding purchase price - 6/14/2007 5:43:52 PM   
rloomis

 

Posts: 93
Joined: 1/29/2007
From: San Diego, CA
Status: offline 		Something I just stumbled on when adding a new purchase associated with existing inventory is that it only gives the option of 750ml, even when the existing inventory is 350ml.
I went ahead and made the associated purchase and my inventory indeed got changed from 350ml to 750ml.
I was able work around the problem by then going back and editing my wine entry back to 350.

(in reply to Eric)
Post #: 11
RE: Adding purchase price - 7/29/2007 10:55:26 PM   
wilson95005

 

Posts: 1
Joined: 7/29/2007
Status: offline 		Hi.  Fantastic software.  Seems to me, as a fairly new user, that one improvement would be to add a "purchase price" column (or make it an option) in addition to the valuation column, and make it one of the fields in the screen where you enter the number of bottles after clicking on "Add wine to my cellar".  It would be cool to see, for each wine, the purchase price vs current value.  Calculation of the dollar value of the cellar could then use one of the valuation figures for each wine - preferably the WineBid number - but if no valuation is present, use the entered purchase price until one of the valuation amounts becomes available.  Your suggestion for a workaround is welcome but should not be the final solution.

(in reply to rloomis)
Post #: 12
RE: Adding purchase price - 7/29/2007 11:00:38 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline 		There is actually an option to display both price AND valuation.

_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to wilson95005)
Post #: 13
RE: Adding purchase price - 9/11/2007 8:38:00 PM   
yenber

 

Posts: 1
Joined: 9/11/2007
Status: offline 		Hi Eric,
But my wine list only display value, price item always show zero. Is it correct for my cellar? Thanks!

(in reply to Eric)
Post #: 14
RE: Adding purchase price - 9/11/2007 10:53:03 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline
quote:

ORIGINAL: yenber

Hi Eric,
But my wine list only display value, price item always show zero. Is it correct for my cellar? Thanks!

Your transaction history is quite clear. You have never added a purchase. Rather, you are just adding valuations: http://www.cellartracker.com/list.asp?Table=Transactions&T=1000&iUserOverride=20363

Make sure, when you are on the page for a wine, that you click the link to add a new purchase.


_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to yenber)
Post #: 15
RE: Adding purchase price - 10/17/2007 1:10:28 PM   
Maine Wine Guy

 

Posts: 18
Joined: 8/24/2006
Status: offline 		Eric,
Had two quick questions:
1) I live in a BAD state where they don't allow shipments.  As such, my wine ships to no less than 5 different locations. Is there any way on the "pending" page to sort my wine by the ship to location? Any plans to add that functionality?
2) Are there any plans to add sub total lines in the wine cost area for shipping, tax and total cost?
Thanks
M-

(in reply to Eric)
Post #: 16
RE: Adding purchase price - 11/26/2007 10:37:49 AM   
DrBunda

 

Posts: 1
Joined: 12/15/2005
Status: offline
quote:

ORIGINAL: Maine Wine Guy

2) Are there any plans to add sub total lines in the wine cost area for shipping, tax and total cost?
Thanks
M-


Eric,

I was just going to post this question.  There is a discussion on WinoDepot on this very topic and it seems that currently many users are adding their shipping and tax to the notes field while others are including it in their total price.  It would be fantastic if there were separate fields for bottle cost, tax, and shipping and then we could either enter in total cost of the software could add it up automatically.  Even better would be to be able to choose whether we see total cost OR bottle cost next to the valuation in the Display Options.

Any thoughts on if and when you might work on such a feature?  Also, if you get a second to reply on the winodepot forum that would be great.  Thanks for all of your hard work on this fabulous software!!

(in reply to Maine Wine Guy)
Post #: 17
RE: Adding purchase price - 11/26/2007 3:32:31 PM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline 		It's definitely on my list to add at some point. Sorry, wish I could give you a better idea of when.

_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to DrBunda)
Post #: 18
RE: Adding purchase price - 11/27/2007 9:01:59 PM   
Corrado

 

Posts: 110
Joined: 1/19/2007
From: Vermont
Status: offline
quote:

ORIGINAL: Eric

It's definitely on my list to add at some point. Sorry, wish I could give you a better idea of when.


It's an interesting question at least.  Some sites (e.g. woot.com) that have flat-rate shipping almost certainly subsidize their shipping price in the per-bottle cost.  Other sites that don't have a B&M presence SHOULD include any s/h charges since the per-bottle price advertised w/o s/h isn't representative of the actual cost someone could buy the bottle for.  Then there are winery-direct sales where the listed price *IS* accurate to what you'd pay if you walked into the winery & made a purchase, so maybe s/h should NOT be counted for those purchases.

Long story short, I don't know that having the options increases data integrity with regard to valuation.

(in reply to Eric)
Post #: 19
RE: Adding purchase price - 12/13/2007 10:49:57 AM   
CerB

 

Posts: 11
Joined: 5/11/2007
Status: offline
2006 Torbreck Shiraz Woodcutter's Hi added this wine today, but i did not get the price right, its not 14.995 kr, it should have been 149,95 kr

Remove  Personal valuation: 750ml @ kr 14.995,00
How do i change that ?

CerB

(in reply to Corrado)
Post #: 20
RE: Adding purchase price - 12/13/2007 11:33:32 AM   
Eric

 

Posts: 7762
Joined: 10/10/2003
From: Seattle, WA
Status: offline
quote:

ORIGINAL: CerB


2006 Torbreck Shiraz Woodcutter's Hi added this wine today, but i did not get the price right, its not 14.995 kr, it should have been 149,95 kr

Remove  Personal valuation: 750ml @ kr 14.995,00
How do i change that ?

CerB


Did you mess up price, valuation or both? Did you add a purchase or just add bottles w/out purchase data and then a valuation?

Anyway, assuming you are on the page for a wine, just to the left of that "Personal valuation" is a hyperlink to "edit..." You should click on that...
Also on the page for a wine, next to each purchase, is a hyperlink to edit... Again, just click that to edit a purchase.

In general, throughout the entire site, this is the metaphor for editing pretty much anything.


_____________________________

Cheers!
-Eric LeVine

http://twitter.com/cellartracker

(in reply to CerB)
Post #: 21
RE: Adding purchase price - 12/13/2007 11:54:46 AM   
CerB

 

Posts: 11
Joined: 5/11/2007
Status: offline 		thx cery much, had not seen that.


(in reply to Eric)
Post #: 22
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