How Proprietary Barrel ERP Software Is Tailored for Wineries

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The new Moss Adams proprietary software is designed to enable a winery to manage various aspects of a business in a single solution. For years, comparable customized enterprise resource planning (ERP) solutions for breweries, agriculture, and other industries have been streamlining how companies integrate data across functions, generate real-time insights, and make more informed decisions.

Barrel ERP for wine is a tool that can support a winery’s success. If wineries would like to keep their current point of sale or existing production software, they can. Moving everything over to Barrel ERP isn’t required.

What Is the Benefit of Using a Custom ERP?

The Moss Adams Barrel ERP software allows wineries to replace separate accounting, production, and warehouse systems with a single platform that also incorporates many of the spreadsheets that often reside in Excel.

Because an assortment of functions are integrated into one solution, those who manage the operations at the winery can have visibility across the entire business, gaining real-time insights to make smarter, more timely decisions instead of always looking in the rearview mirror. Winery management can control each user’s access level, which is critical for family businesses that keep financials closely held.

Barrel ERP Dashboard

Homepage of the Barrel ERP Dashboard

“We started with NetSuite, a software platform that handles generic processes like accounting, warehousing, inventory management and other essential functions. Then, we added functionality specifically for wineries.”
Bill Vyenielo

What Are Value-Added Functions of Barrel ERP for Wineries?

Value-added functions include packaging, production and wine quality, and dashboards cover wine-specific processes and needs, such as:

  • Grower and wine production reports include grape sources, production counts, juice on hand by vintage, brand, and varietal, and where it is in the process—in the tank, the cellar, warehouse, or out the door.
  • Wine quality reports show winemaking metrics, including pH, total acidity, volatile acidity, SO2 levels, and brix and alcohol levels.
  • Cost of goods (COG) reporting delivers accurate figures in real time, including your different brands, distribution channels, or varietals that a winery manages.

What Can You Expect from the Implementation Process?

During implementation, Moss Adams tailors dashboards and reports with information most relevant to each user, whether they’re the chief financial officer, the tasting room manager, a salesperson negotiating with a distributor, or staff in the back office handling accounting, purchasing, or operations.

Since all data is integrated into one system, the team uses the same information from a single source of truth, so salespeople see the actual inventory on hand in real-time, what’s selling now along with up-to-date predictions about what they’ll sell in the future.

Barrel ERP Dashboard

Analytics tab of the Barrel ERP Dashboard

“Cross-visibility is one of the most powerful benefits of our new Barrel ERP software for wineries who have never had analytics and reporting that gives them visibility across their business.”
Michael Parker

We’re Here to Help

The most important outcome is client success, and we have applied our industry expertise into the new Barrel ERP software for wineries. For assistance with transitioning and integrating Barrel ERP with existing systems, contact your Moss Adams professional.

You can also find additional insights on our Wine, Beer & Spirits Practice page.

Additional Resources

Contact Us with Questions

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.