To create a tasting sheet:

  • Click on the Tastings tab
  • On the top left corner, click New Tasting
  • Fill in the necessary data:
    • Account
    • Tasting date
    • Time
    • Wines

Save the Set a Reminder? -- this reminder is to set for during or after the tasting when you want to schedule a follow-up

Notes field -- The notes entered here are internal notes during the tasting. The notes are for the rep, not for the account/buyer. The Tasting Sheet Display notes on the Export Tasting Sheet are surfaced on the PDF.

  • Click Save
  • From the top left corner, click on Export Tasting Sheet
  • On this page, you can select your preferred parameters / options:
    • Choose a Template -- all templates for your organization will be listed here 
    • PDF Export Version:  
      • 1 -- is more streamlined (very basic - no images or wine properties)
      • 2 -- allows you to add more details, such as bottle shots, vineyard, appellation, etc
      • 3* --this is the preferred and recommended version. It includes the same details as Version 2 but with improved formatting
    • Title -- can be created for the tasting
    • Only Show Default Prices? -- this will over-ride any public prices for each Wine
    • Honor Premise Pricing -- this is only available in version 3
    • Include Any Account Specific-Pricing (including Private Prices)? -- selecting the "Exclude all prices" option in the dropdown above will prevent account-specific pricing from being displayed.
    • Price Label Filter -- if you'd like a specific pricing reflected on the Tasting Sheet, you can enter that here
    • Format -- PDF is the default. Excel is an option (this would only included Wine and Pricing, and has limited formatting)
    • Wine Image Sizing -- you can Use Template Setting or change the sizing from Small to Large
    • Wine Image Vertical Alignment -- you can Use Template Setting or change the alignment to Top, Middle or Bottom 
  • Click on Export 

Note: If a wine is marked "Price Sheets?"= no, we do not allow that wine to be shown on the price book or on the tasting sheet.

If you are not able to generate a tasting sheet, please contact your Admin to create the Tasting Sheet template.