NetSuite for Wineries

Streamline your vineyard-to-bottle operations with BPM’s specialized NetSuite for wineries solutions.

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Transform your winery operations with confidence 

Whether you’re a boutique winery crafting small-lot releases or an established brand managing multiple distribution channels, the wine industry’s complexity demands more than exceptional winemaking—it requires exceptional business operations. Every winery, regardless of size or age, faces mounting operational challenges that can impact both profitability and the quality experience your customers expect. 

The challenges facing today’s wineries 

Allocation complexity: Whether you’re managing a 500-case allocation or 50,000 cases, you’re caught between loyal customers demanding their allocations and sales channels pushing for larger commitments. Managing these competing demands across multiple vintages while maintaining relationships requires precision that manual systems simply can’t deliver. 

Cash flow management: Your production timeline doesn’t align with traditional business cycles—whether you’re a startup winery making your first vintage or a heritage brand managing multiple years of aging inventory. You’re making significant investments in grapes and production today for revenue that won’t materialize for months or years. 

Compliance requirements: Every state has different regulations. Every sales channel has unique tax implications. Whether you’re selling locally or shipping nationwide, your current systems may create compliance gaps that could result in costly penalties or threaten your license to operate. 

Operational inefficiencies: From small family operations to large-scale producers, teams spend countless hours manually updating spreadsheets, reconciling inventory across locations, and preparing reports. These manual processes don’t just slow you down — they introduce errors that can cascade throughout your operation. 

Disconnected systems: Your POS system doesn’t talk to your inventory management. Your e-commerce platform operates in isolation. Whether you’re managing one location or multiple facilities, these disconnected systems create blind spots that prevent informed decision-making.

NetSuite’s winery-optimized platform 

NetSuite Winery Platform

Financial management that understands wine

Track profitability by vintage, variety, and sales channel
Optimize cash flow for capital-intensive production cycles
Handle multiple locations and entities seamlessly
Automate tax compliance across all channels

Complete inventory control

Track from vineyard to bottle across your entire operation
Balance allocations between wine clubs, distributors, and retail
Maintain lot traceability for quality and compliance
Real-time visibility across all locations

Streamlined sales operations

Process orders from tasting rooms, online, distributors, and wine clubs
Automate workflows to eliminate manual processing
Manage customer relationships from visitors to members
Integrated e-commerce with direct inventory connection

Smart production planning

Optimize harvest capacity and resource allocation
Track batches with full traceability and quality control
Coordinate materials, equipment, and labor efficiently
Integrate with specialized winery software

Actionable analytics

Real-time dashboards for key wine business metrics
Predictive analytics for demand forecasting
Industry benchmarking and performance comparison
Custom reporting for stakeholders and regulators

The BPM advantage: beyond implementation for wineries

Our strategic approach to NetSuite for wineries helps you avoid common pitfalls while maximizing value: 

Strategic financial guidance: Our tax and advisory experience helps you optimize your financial structure, minimize tax liability, and make informed decisions about expansion and investment—whether you’re planning your first harvest or your fiftieth. 

Risk mitigation: Our assurance background means we build controls and processes that protect your business from operational and compliance risks, scaled appropriately for your operation. 

Operational excellence: We don’t just implement NetSuite—we redesign your processes to eliminate inefficiencies and position you for scalable growth, regardless of your current size or growth trajectory. 

Ongoing partnership: Your business evolves, and so should your systems. Whether you’re a startup winery or a heritage brand, BPM provides continuous optimization to ensure your NetSuite investment delivers maximum value. 

Industry-specific insights: We can tailor NetSuite for tracking by vintage, accurately capturing all costs throughout the winemaking process and calculating Cost of Goods Sold (COGS) with. Barrel ERP, a NetSuite application, is specifically designed to assist wineries with these tasks. 

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