How to Create/Export a Tasting Sheet

To create a tasting sheet:

1. Go to the Tastings tab, in the top left corner, click New Tasting.
2. Fill out the tasting form with the account, date, time, and wines.
   • TIP: Save the Set a Reminder? for during or after the tasting when you want to schedule a follow-up
   • NOTE: The notes you enter here are treated as 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.
     
3. Save the tasting.
4. After saving, in the top left corner, you will see the option to Export Tasting Sheet. 
5. On that next page, you can put a custom title, choose to add the account name and add tasting sheet text to each wine if you wish.
   • PDF Export versions:  
     • Version 1 is more streamlined (very basic - no images or wine properties)
     • Version 2 allows you to add more details, such as bottle shots, vineyard, appellation, etc
     • Version 3 includes the same details as Version 2 but with improved formatting.
       • It also provides the ability to include awards (if selected at the Tasting Sheet Template level) and the notes section from the individual wine page.
       • There is an additional option to Honor Premise Pricing (unchecked shows all active & public prices. Checked honors the account premise and includes prices flagged with the same premise)
       • A logo uploaded at the producer level can be used in place of a bottle shot if the Use Producer Logo if Wine Logo Not Available is checked on the Tasting Sheet Template 
6. When are finished, click the blue Export button at the bottom of the page.

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.