Winery operations platform

One system for the whole winery.

Direct to consumer, wholesale, winemaking, inventory, accounting, communications and compliance in one system, at one flat price. It does the tedious work: the filings, the daily reconciliation, the club runs, the invoices, the shipping paperwork. Your team stays on the wine and the customer.

Built and proven at a working Napa Valley winery, with shipping compliance for all fifty states from Pinrates built in.

Tasting room · Register 1Order ORD-202609-1041
6 × 2023 Estate Cabernet SauvignonShip · Austin, TX$900.00
5 × 2023 Estate ChardonnayCarry out$325.00
1 × 2025 Estate RoséComp$0.00
California sales tax · carried out · 7.75%$25.19
Texas sales tax · 8.00%$72.00
Texas shipmentAllowedpermit current · 1.19 of 9.00 gallons this month
Total$1,322.19

Representative order. Three sales in one checkout, each taxed correctly, and the shipment checked against Texas rules before payment.

57,000+
orders recorded, tasting room to wholesale
81,000+
shipments checked for compliance, every check kept on record
1,500+
state returns and reports on record
51
states plus D.C., rules applied at checkout

Counted from the records of a working Napa Valley winery on September 23, 2026.

What it replaces

Three subscriptions, three logins, and you in the middle.

Most wineries run a production system, a commerce platform and a compliance service, each billed separately, each with its own idea of what sold yesterday. Stavebound does what each of them does, and the things none of them can, because it is one system.

CapabilityA production systemA commerce platformA compliance serviceStavebound
Sell
Tasting room point of sale–✓–✓
Online store–✓–✓
Wine club memberships and billing runs–✓–✓
Wholesale accounts, price lists and invoices–✓–✓
A portal for wholesale buyers and brokers–––✓
Make
Harvest intake, lots and work orders✓––✓
Blends, bottling and lab results✓––✓
Bonded inventory and the numbers for TTB reports✓––✓
Custom crush billing✓––✓
Ship and comply
Fifty-state shipping rules checked––✓✓
Sales tax for the delivery address––✓✓
State returns prepared––✓✓
Warehouse orders, holds and tracking–✓–✓
Only when it is one system
One customer record across tasting room, club, web, wholesale and texts–––✓
Tax and compliance decided in the checkout, not after an export–––✓
Inventory drawn down by the same sale that charged the card–––✓
Accounting reconciled to the register every morning–––✓
One login, one bill, nothing re-keyed between systems–––✓

Categories, not products. Checks in the first three columns show what that kind of tool is sold to do; the last group is only possible when selling, making, shipping and accounting share one set of records.

Everything in one place

One login, one bill, the whole winery.

Each part works from the same records. A bottle sold at the bar, shipped to a club member or invoiced to a distributor changes the same inventory, the same accounting and the same filings. The highlighted line on each card is the part only one system can do.

Direct to consumer

Tasting room, online store and wine club on one customer record. Pickups, carry-outs and shipments all start from the same checkout.

One ticket can mix carry-out, shipping, comps and hold-for-pickup, with each line taxed and checked on its own.

  • Point of sale with open tabs
  • Online orders and pickups
  • Club memberships, releases and billing runs
  • Hold at the winery for later pickup

Wholesale

Distributors and direct-to-trade accounts, each with its own price list, orders, invoices and balance owed.

An order routes itself to the warehouse or the estate, with freight priced before the invoice goes out.

  • Price lists per account
  • Invoices, credits and who owes what
  • Sample requests from reps in one queue

Winemaking

Every lot and tank from harvest to bottling, with additions, movements and lab results in one place.

Custom crush clients are billed from the same work orders the cellar already keeps.

  • Harvest intake and crush
  • Work orders and additions
  • Blends and bottling runs

Inventory

Bottled and bulk wine by location and status, bonded and tax-paid, with every removal recorded the moment it happens.

Your fulfillment warehouse is synced, so a case shipped from there comes off your count automatically.

  • Available, reserved and on-hold stock
  • Transfers between locations
  • The numbers your TTB reports come from

Accounting

Every sales channel reconciled to your register each morning. A discrepancy shows up the next day, not the next quarter.

A daily readiness report lists the records that are incomplete, so nothing stalls on a missing field.

  • Daily reconciliation email
  • Payments, deposits and refunds
  • Exports for your accountant

Communications

Texts, calls and email on the customer's record, whoever they are: guest, club member, wholesale buyer or broker.

A call from a club member shows on their record before you pick up, next to their last order.

  • Shipped notices with the tracking number
  • Two-way texting from the record
  • Calls logged automatically

Compliance

Every shipment checked at checkout by Pinrates: may you ship there, is this order allowed, and what tax is owed. State returns prepared from the same records.

Tax is recorded on each sale as it happens, so the return is already complete when the period ends.

  • Volume limits, permits and label registration
  • Sales tax for the delivery address, down to the local district
  • State returns prepared, and filed electronically where the state allows
Portals

Your customers get a login too.

Whatever customers can do for themselves, your team no longer has to. Each kind of customer gets a portal that shows only what is theirs, on the same records your registers use, so nothing has to be re-entered.

Club members and direct customers

A login of their own for the things they used to email you about.

  • See orders and shipments with tracking
  • Update the card, the address and the ship date
  • Send a gift and see club benefits

Wholesale buyers

Restaurants, shops and distributors order from their own price list.

  • Order from the wines and prices set for them
  • Invoices and statements, with what is owed
  • Request samples

Crush clients

Clients you make wine for can follow their own lots without calling.

  • Each lot, its work orders and its lab results
  • Bottling runs as they happen
  • Invoices for the work

Brokers and referral partners

The people who sell for you see their accounts and their earnings.

  • Place orders for their accounts
  • Invoices and earnings by account
  • Manage their own team
How it works

Enter a sale once. Every system is already right.

The checkout shown at the top of this page holds three different sales: five bottles carried out, six shipped to Texas, one comped. Stavebound handles each one correctly from that single checkout, and any state filing it creates goes on the calendar the same day.

Carried out · Napa, CA
Taxed at the counter
California sales tax · 7.75%$25.19
Federal excise taxrecorded when it leaves bond
Inventory · available to sell−5 bottles
Shipped · Austin, TX
Checked, taxed and recorded
Texas shipping permitcurrent
Monthly limit · 1.19 of 9.00 gallonsunder limit
Texas sales tax · 8.00%$72.00
Texas excise tax · 40.8¢ per gallon$0.49
Inventory · available to sell−6 bottles
Comped · recorded
Recorded, not hidden
Revenue$0.00
Inventory removalrecorded
Inventory · available to sell−1 bottle

Illustrative figures. Texas: state 6.25% plus the 1.75% single local use rate; wine excise 40.8¢ per gallon above 14% ABV; 9 gallons per consumer per month. Napa County 7.75%. Excise tax is owed by the winery on its own return; it is not added to the customer’s total.

Compliance · powered by Pinrates

No one can hold fifty states in their head.

Volume limits, permits, label registrations, dry areas, tax and excise differ by state, by product and by the day. Every shipment passes three checks before the card is charged: may the winery ship there, is this order allowed, and what tax is owed, to the dollar.

A shipment that fails a check is held, with the reason, for a person to decide. Nothing slips past and nothing is guessed. Every check is kept on record with the rules it used, so a question from a state two years later gets the same answer, with the same sources.

Pinrates · shipment checkShip to Austin, TX · 6 bottles
01 · PermitAllowTexas shipping permit · current
02 · Order allowedHeldyearly limit · 35.2 of 36 gallons already received
03 · TaxAllow8.00% for this address · rates on record
ResultHeld for your call

This order would put the customer over Texas’s 36-gallon annual allowance by about two bottles. Options offered at the register: trim to four bottles, or hold until the window resets.

Representative check. Rule names and limits are real (Texas per-consumer cap of 36 gallons per 12 months, TABC); the figures are illustrative.

Wine club

Plan the release against the wine you actually have.

A club run starts as a plan: which wines for which tier, how many members, how many bottles that takes, and whether the cellar has them. The plan checks itself against inventory and each member’s preferences before a single card is charged.

Then the run moves step by step: a preflight that names every member with a problem, the charges, the shipments and pickups, the manifest for the warehouse, the notices to members, and a close that leaves accounting and inventory already updated.

PlanPreflightReviewChargeFulfillManifestNotifyClose
Club run · Fall releasePlan
TierMembers · bottles · in stock
Collectors · 6 bottles212 · 1,272 · 1,410
Reds · 6 bottles388 · 2,328 · 2,340
Whites · 6 bottlesShort 84146 · 876 · 792
Members needing a call before charge9
Preflight2 items before charge

Representative figures.

How a winery gets here

Switching over without a leap of faith.

Moving a winery’s records to a new system is the part everyone dreads. The method is to never ask you to trust the new system before it has matched the old one, morning after morning.

Run in parallel

Your current systems stay on. Stavebound runs beside them on live orders. Nothing is switched off on a promise.

Compare daily

Every morning Stavebound compares both systems, channel by channel, to the cent. A difference shows up in hours, not quarters.

Confirm

When the two systems match day after day, the numbers have made the case, and your old system is still the safety net.

Retire the old systems

The old subscriptions are cancelled only after the numbers have proved it safe. We stay on hand after.

Morning report · 5:00 AM PTYesterday
ChannelRegister · Stavebound
Tasting room$6,412.50 · $6,412.50
Online store$2,180.00 · $2,180.00
Wine club$9,845.00 · $9,845.00
Wholesale$3,960.00 · $3,960.00
Difference$0.00Reconciled

The morning email

It is in your inbox before the coffee is done: every register and every channel, reconciled dollar for dollar against your own reports. During a changeover it compares the old system and the new one. After, it reconciles your registers to your accounting. The day they do not match, you know before you open the doors.

Representative figures.

What we promise

Four things that do not change.

Stavebound exists so a small winery can run on one system at one price and hand the tedious work to it: the filings, the daily reconciliation, the club runs, the invoices, the shipping paperwork. These are the rules that keep it that way.

01

One price

The whole platform for one flat monthly fee. No per-seat charge, no percentage of your sales, no module you have to add later.

02

One login

Your team signs in once and sees the tasting room, the cellar, the club, wholesale accounts and the filings. Your customers get a login of their own.

03

Nothing re-keyed

A sale is entered once. The tax, the inventory, the shipment, the filing and the accounting all come from that one entry, and they always agree.

04

We stay on hand

The changeover runs side by side with your old systems until the numbers match every morning, and we do not leave once they do.

Works with what you already use

Connected, not bolted on.

The warehouse, the card processor and the phone line talk to the same records as the register. A shipment leaving the warehouse draws down your inventory here. A call from a club member shows up on their record before you pick up.

WineShipping
Fulfillment: orders, holds and tracking
Authorize.net
Card payments and cards on file
Twilio
Texts to guests and members
SpectrumVoIP
Calls logged to the customer record
Pricing

One flat price. The whole platform.

No per-seat fees, no percentage of revenue, nothing extra to add. The price is the same whether you pour on Saturdays or ship to thirty states.

$1,475per month

Billed monthly. Cancel any time. No setup fee.

  • Everything: direct to consumer, wholesale, winemaking, inventory, accounting, communications and compliance
  • Unlimited registers, users and locations
  • Portals for club members, wholesale buyers and brokers
  • Texts, calls and email on the customer record
  • Pinrates compliance checks and electronic state filing, all fifty states
  • The daily reconciliation report
  • The side-by-side changeover, with us on hand
  • Your data exportable at any time

All in: Pinrates compliance checks and electronic filing of state returns are included. Card processing is billed by your payment processor.

Why we build this

You make the wine. We keep the books.

Stavebound is built for the small operator: the grower, the maker, the family pouring for guests on a Saturday afternoon. It takes the reports, the filings and the reconciliations off your desk so your hours go where only yours can, the fruit, the cellar and the person across the bar.