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Accounts & Portals

The systems behind the wine.

We are building the operating layer that lets a lean family company run statewide distribution — self-serve ordering for buyers, real inventory visibility, and delivery you can set a watch by.

01 — Your Account

Three doors.

On- & off-premise buyers

In build

Trade Portal

  • Browse the full portfolio with per-SKU technical detail
  • Create a PO — invoiced through QuickBooks, routed straight to logistics
  • One-click reorder from your history
  • Download sell sheets, bottle shots, shelf talkers, training material
  • Track delivery status and rep contact

Coming soon

Members and shop customers

Live via Commerce7

Account & Wine Club

  • Customize the bottles in your next shipment
  • Update shipping, billing, and delivery preferences
  • Review order history, saved cards, and member pricing
  • Manage your tier and shipment schedule
Log in →

Wineries & producers

In build

Grower & Crush Portal

  • Current grape availability by varietal, block, and tonnage
  • Reserve fruit and close out contracts
  • Custom crush work orders and production status
  • Lot documents, analyses, and compliance paperwork

Coming soon

02 — What We’re Building

An instrumented
wine company.

Two numbers run this business: on-time delivery percentage and reorder rate. Every system below exists to move one of them. Nothing gets built because it demos well.

A hard rule, from day one: no automated system bills a customer or touches a bank account. They draft, they flag, they surface. A person executes anything that moves money.

Phase One

Order to cash

Every PO tracked from ordered → scheduled → delivered → invoiced → paid, including check deposits. Overdue invoices surface themselves and draft their own follow-up.

Phase One

Delivery & routing

Which warehouse ships, which driver, which day — with on-time delivery measured per account. The number our accounts judge us on.

Phase Two

Inventory & forecasting

One view across the winery, Commerce7, and Vinoshipper. Low-stock flags per SKU, depletion rates per account, and a rolling production forecast.

Phase Two

Rep & region performance

Cases sold, accounts opened, samples given, and contribution per rep — built from the CRM and the books, delivered weekly.

Phase Three

Portfolio content engine

Technical sheets, tasting notes, and sales material generated per SKU and kept current across the trade portal and every product page.

Phase Three

Wine concierge

Bottle and pairing recommendations for DTC visitors, order status for members, and instant qualification for trade inquiries.

Early Access

Want the portal first?

We are onboarding trade accounts to the portal as it comes online. Tell us who you are and we will put you at the front of the line.

Request Early Access