Understanding Bundles

Understanding how Enolytics tracks bundles is crucial for winery teams managing DTC sales, wine club performance, and SKU analysis. This guide walks you through how the Enolytics DTC module handles bundles—deconstructing them into their individual wine components—so you can accurately report on case volume, bottle counts, and bundle-specific sales insights.

In Enolytics, a "bundle" is any product configuration where multiple wines are sold together—like a mystery case or holiday pack. Enolytics automatically breaks down (deconstructs) each bundle into its individual SKUs for precise reporting. That means your case and bottle sales always reflect wines sold on their own and as parts of bundles. This level of detail matters for tracking inventory, understanding which wines drive revenue, and analyzing the effectiveness of bundled offers in your DTC program.

Step 1: Navigate to the "Build Beyond Limits" report by selecting the appropriate report from your left sidebar or dashboard home. Ensure the workspace loads relevant DTC sales data, including wine club shipments and tasting room transactions.

Step 2: Use the column picker (typically located at the top or in a toolbar above your data table) to add desired SKUs to your report. The screen should display a full SKU list as selectable options. Once selected, columns for each SKU will appear in the report view, letting you review SKU-level sales activity.

Step 3: Review the displayed SKUs, checking that your table now includes your core wine products, club exclusives, and any special releases. Your report should show at-a-glance stats on bottles or cases sold for each SKU.

Step 4: Set a relevant reporting period using the date range selector—look in the top-right corner—and choose "Last 12 Months" to analyze a full year of DTC sales data. Your table will refresh to show SKU performance within this period, including wines sold both individually and in bundles.

Step 5: To identify which SKUs were included in bundles, open the column picker again. Use the search bar at the top and type "part of bundle". Locate and add the "part of bundle" column to your table. When this column appears, rows for SKUs included in bundles will display as "true."

Step 6: Review the data table to spot SKUs marked as part of a bundle (the "part of bundle" column reads "true"). Use this indicator to see exactly which wines contributed to bundles sales.

Step 7: To isolate bundle SKUs, hover over the "part of bundle" column header and click the filter icon (often a funnel symbol). Choose the "true" option from the dropdown and apply the filter. Your data will now only show wines that were sold as part of bundles within your selected timeframe.

Step 8: Select individual rows, if desired, to further investigate which wines were most popular within bundles. This granular view helps you gauge which SKUs drive bundle performance.

Step 9: To compare bundled versus individual sales, clear the "part of bundle" filter. Your report table will now display all sales data, letting you distinguish wines sold as standalones from those sold in bundles.

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Step 10: To make your SKU identification easier, add the "Item Name" column (via the column picker) and drag it to the far-left or first position in your table layout. This lets you quickly scan item names alongside bundle participation status.

Step 11: For example, you might see that "2023 Napa Gold Cabernet Sauvignon" sold 1,823 bottles individually and 68 bottles as part of a bundle. To identify which bundle(s), add the "Bundle Name" column using the column picker. The new column reveals bundle types like "mystery case," helping diagnose which promotions were most effective.

Step 12: Analyze bundle details further—other high performers (like "Atlas Peak") might appear under various bundles such as "top scoring trio." Watch for inconsistencies in bundle naming (like accidental typos or dashes); Enolytics will list these as separate bundles, so standardize your naming conventions for cleaner reporting.

Enolytics always breaks down bundles into their individual wine components for clear DTC analysis. Your total bottles and cases sold always include every sale—standalone or in a bundle—as long as the product type is properly defined as a bundle or kit in your POS or ecommerce system. If you’ve created bundles outside of these definitions (often for tax or shipping API reasons), reach out to Enolytics support for custom configuration help. Mastering bundle analysis gives you sharper insight into your club, tasting room, and online promotions, helping maximize both sales and customer satisfaction.