01Bottling, inventory & traceability
Register · SHT 03Live

From barrel to bottle to buyer — every lot accounted for

Log barrels, bottling runs, lots, and sales of your maple syrup as they happen, each record linked to the one before it. Any code, whether a lot, run, drum, or batch, answers with the whole chain, and the mass balance proves the season adds up.

Field note — the chain comes from records you already keep. A bottling run links barrels to lots; a sale links a lot to a buyer. Nothing is assembled after the fact.

Chaincollection → barrel → lot → sale
Lot codesauto · YYMMDD-XX
LabelsAvery · UPC-A
Recall drillminutes
StatusLive
02One code, the whole story

Enter a lot code. Get its history back.

Any code off a label, an invoice, or a barrel lid resolves to the records behind it: the run that bottled it, the barrels that filled it, the batch that boiled it, and the collections behind that. It runs the other way too: pick a drum and see every lot, sale, and buyer it reached.

fig. 1 · the trace register · illustrative season data

Plate 01 · trace registerlot › 260312-01
Collect

Collection

Mar 7–8 · North Bush · 3,860 gal sap

Batch

Boil batch

Mar 8 · drawn off at 66.9 Brix

barrel 07 → retail

Barrel

Barrel 07

31.5 gal · Grade A · Amber Rich

Run

Bottling run

Mar 12 · 31.5 gal drawn · 30.9 gal packaged

Lot

Retail lot 260312-01

468 units · 250 ml

Sale

Sale

Oct 3 · farm stand · 24 × 250 ml

barrel 09 → bulk

Barrel

Barrel 09

30.2 gal · Grade A · Amber Rich

Bulk

Bulk sale

Apr 2 · 333 lb · loaned drum, returned May 6

Buyer

Buyer

wholesale account · payment: paid

Four ways in: lot, run, drum, or batch. Every entry in the chain links to the next, in Sapline as on this page.
03The working loop

Five stages, one chain

Barrels, bottling runs, lots and labels, sales, and the trace that reads the whole chain back.

Barrels

The barrel room, on the record

Every drum, pail, and tote with its volume, grade, fill history, and a running transaction ledger. Fill by measured gallons or by scale weight. Sapline nets out the tare.

  • Fill by volume or by gross weight, tare handled
  • Every fill, draw, adjustment, and loss on one timeline
  • Quarantine holds a barrel and flags every lot downstream
Plate A · barrel inventoryfig. 1 / 5
Sapline barrel inventory: bulk containers with fill levels, grades, and total volume
01 / 05
04The guardrails

Caught at entry, not at audit

Bad records are usually honest mistakes at busy moments. Sapline checks at the moment of entry, and blocks the ones that can't be right.

01

Packing temperature

glass under 190 °F or plastic under 180 °F blocks the commit

02

Grade mixing

filling over a different grade takes explicit consent; the container reads Mixed until re-checked

03

Volume loss

more than 5% between barrels and bottles is flagged for review

04

Overselling

simultaneous sales can't take a lot below zero

05

Shrink, categorized

evaporation, sampling, spillage, breakage: named, not buried in notes

06

Backdated entries

allowed, but the history says so

05Bulk sales

Manage the commercial side without breaking traceability

When syrup leaves the barrel room, Sapline keeps buyers, shipments, pricing, and payment follow-up tied to the same inventory and lot records you already trust.

  • Record each sale by buyer, grade, source containers, and custody type
  • See season totals for pounds shipped, average price, and buyer activity
  • Keep delivery method, payment terms, and notes attached to every shipment
  • Let bulk sales update inventory while preserving the audit trail back to storage
  • Drums leave as transferred or loaned, and loaned ones come back with one click
  • Buyer profiles carry posted prices and payment terms, auto-filled on the next sale
  • Payment tracked from pending to paid
  • PPAQ buyer numbers and organic flags for Quebec and certified sales
Plate 02 · season boardseason open2026
Active buyers14
Shipped this season18,240 lb
Average price/lb$3.42
Invoices collected92%
Every bulk shipment stays connected to buyer records, source containers, and season totals.
06Sales & mass balance

The numbers should add up — now you can prove it

Track sales by retail lot and generate mass balance reports to verify what you sold matches what you produced. One report covers production, packaging, sales, and remaining inventory.

Three reconciliations run the length of the chain: production to storage, storage to packing, and packing to sales. Each checks expected against actual and returns a verdict of balanced, within tolerance, or imbalanced. The same verdict feeds program readiness and the inspection pack.

  • Record units sold, buyer, channel, and price by retail lot
  • Generate mass balance reports comparing production and sales
  • Review any season's production-to-sales flow
  • Drill into any number to view underlying records
Closed traverse0.0 gal unaccounted
Plate 03 · Mass Balance Report · 2025 Season
Sap collectedsap · 40 : 112,400 gal
Syrup produced310 gal
Bulk storage295 gal
Retail packaged248 gal
Sales192 gal
Remaining inventory56 gal
Production → storage310 = 295 stored + 15 lossbalanced
Storage → packing295 = 248 packed + 47 in bulkbalanced
Packing → sales248 = 192 sold + 56 on handbalanced
Exportable as PDF for inspector review
Recall readiness

If the call ever comes

Quarantine a barrel and every retail lot downstream is flagged the same minute. The trace answers both questions, what went into this lot and where that drum went, while you're still on the phone.

Trace any retail lot back to its source barrels, production batches, and collection dates in seconds.

Know where every drop goes