Winery Software for Cellar Door, Wine Club and Direct Sales, Built from a Description

Mythex builds the tasting reservations, wine club, online store and invoicing a winery uses for direct sales, from a plain description. Club shipments come from a member list with confirmed addresses instead of a spreadsheet, and stock held for the club cannot be sold at the cellar door by mistake.

What a direct-to-consumer winery needs

Profit comes from people who visit, taste and join. That makes weekend tasting slots, the club and the online store the core of the business, yet the club often lives in a spreadsheet and a shipment takes days of packing with addresses checked by hand. A wine chosen for the autumn shipment sells out in the tasting room the week before. Members expect complimentary tastings and member prices without showing a card. Trade buyers want invoices on terms, weddings need deposits a year ahead, and harvest takes everyone's attention just as visitors peak. The winery needs reservations that recognise members, a club with shipment cut-offs, stock reserved by vintage, and invoices for every kind of buyer.

  • Tasting and tour slots with group size limits
  • Club tiers, shipment contents and address confirmation before cut-off
  • Stock by vintage and format, with club allocation held back
  • Shipping limited to the places you are allowed to ship
  • Age confirmation at checkout and delivery
  • Trade, event and bulk sale invoices with deposits and terms

What you can build for wineries

Invoices for trade, weddings and bulk wine

Restaurants and distributors get invoices on terms with their trade prices. Weddings and private events get a deposit invoice to hold the date and a balance invoice due before the day. Bulk wine or grape sales to other producers have their own format. Each invoice can carry the excise or alcohol duty lines your jurisdiction requires.

Build invoicing for my winery. Trade customers (restaurants, retailers, distributors) get invoices on 30-day terms at their trade prices. Private events and weddings get a deposit invoice and a balance invoice due 30 days before the date. Add bulk wine and grape sale invoices, an optional excise duty line, numbering by type, and PDFs.

A club that ships to the right address

Tiers set bottles per shipment, frequency and wine types. A week before each cut-off, members get a reminder to confirm their address and choose shipping or pickup. Members can adjust their shipment within limits, and those who choose pickup are invited to a member collection day, where they often buy more.

Make a wine club for my winery with three tiers by bottles per shipment and wine type. Members log in to see the next shipment, customise within limits, choose shipping or pickup, and confirm their address. Send a reminder a week before each shipment cut-off, and list pickup members for a collection event.

Tasting room reservations that recognise members

Standard tastings, reserve tastings with food and vineyard tours each have their own slots and group size limits. Club members sign in and their complimentary tasting is applied. Groups over eight and buses go to an enquiry form instead of instant booking.

Build tasting room reservations for my winery with standard tasting, reserve tasting with food, and vineyard tour, each with time slots and a maximum group size. Club members get complimentary tastings when they sign in. Groups of more than 8 must send an enquiry instead of booking.

An online store by vintage

Current releases, limited bottlings and library wines are listed by vintage with tasting notes. Shipping is restricted to the destinations you can legally ship to, checkout confirms age, and logged-in club members see member prices.

Make an online store for my winery listing wines by vintage with tasting notes, marking limited releases and library wines. Restrict shipping to a list of allowed states or regions, require age confirmation at checkout, and show member prices to logged-in club members.

Club wine held back the moment it is chosen

Track stock by vintage and format, bottles and magnums, at the winery, in storage and with distributors. When a shipment's wines are chosen, the bottles for every member are reserved, and the tasting room sees only what is left.

Build inventory for my winery by vintage and format across winery, storage and distributor locations. Reserve bottles for club shipments when the shipment is set so they cannot be sold elsewhere, and set reorder levels for shippers and gift boxes.

How many tasting visitors join the club

Chart tasting room visitors who buy and who join, club size and churn, direct sales by channel, and stock by vintage against sales rate so you know when a wine will sell out.

Build a dashboard for my winery showing tasting room conversion to purchase and to club sign-up, club members and cancellations by month, sales by channel (tasting room, online, club) and weeks of stock left per vintage.

Shipping and alcohol rules

Where you can ship wine, the licences you need and the taxes on each sale depend on where you operate and where the customer lives. Ask Mythex to restrict shipping to a list of destinations you maintain, include an age confirmation at checkout, and add duty lines on invoices if you need them. The app enforces the rules you give it; it does not know the law for you, so check with your regulator or adviser.

  • Maintain an allowed-destinations list
  • Age confirmation at checkout and on delivery
  • Duty lines on invoices where required

From spreadsheet to club app

Import the member list with tier, join date, address and shipment history. Run the next shipment through the app: choose the wines, let it reserve stock, send the address reminder and print packing lists by tier. Once that shipment goes out without a phone call about a wrong address, move tasting reservations and the store into the same project so visitors and members are one list.

Questions

Can I manage wine club shipments with it?

Yes. Members have tiers and addresses, each shipment has a cut-off and contents, and the app can send address reminders and produce packing lists. Stock for the shipment is reserved when you set it.

Can visitors book tastings online?

Yes. Each experience gets time slots and a group size limit, and large groups can be sent to an enquiry form. Payment can be taken through a provider connected to your account.

Can I restrict where wine is shipped?

Yes. Give Mythex the list of places you can ship to and checkout will only accept those. Keeping that list correct is your responsibility.

Can it invoice restaurants and distributors?

Yes. Trade accounts get their own prices, payment terms and numbered PDF invoices, separate from event and club billing.

Do I need to code, and is there a free plan?

No code is needed; you describe it and refine it in chat. Free needs no credit card and gives daily credits, and Pro is $25/month.

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  • Winery Invoicing App: Trade Accounts, Event Deposits and Bulk Wine Sales

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