Do I need software to connect this data?

Not essential, but highly recommended. Winerim automates it completely.

Is this only for large restaurants?

No. Small restaurants benefit equally.

What's the first step?

Start with a monthly scorecard: sales, rotation and margin.

Management guide

How to connect wine list, stock, sales and margin

List, stock, sales and margin are four pieces of the same puzzle. When connected, decisions become clear.

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1.The silo problem
2.The 4 pieces and how they connect
3.List → Stock
4.Stock → Sales
5.Sales → Margin
6.The complete cycle

1. The silo problem

The list in a design doc, stock in a spreadsheet, sales in the POS and margin in the controller's report.

Without crossing data, decisions are partial.

The list is designed without sales data.

Stock is managed without rotation data.

Sales are viewed without margin data.

Cost of this disconnection: 5-15% of wine revenue.

2. The 4 pieces and how they connect

The list defines what you sell.

Stock supports the list. Sales are the result. Margin is the consequence.

List → Stock: design considering what you can stock.

Stock → List: if you can't replenish, don't feature it.

Sales → List: data tells you what works.

Margin → Purchasing: guides what to buy and how much.

3. List → Stock: the purchasing flow

Every reference on the list implies a purchasing decision and financial commitment.

Every reference is a stock commitment.

Calculate minimum stock for 60-90 days.

Calculate total cellar capital needed.

Prioritize reliable suppliers with frequent deliveries.

Is your wine list performing as it should?

We'll analyse your list and show you concrete improvement opportunities in margin, rotation and average ticket.

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4. Stock → Sales: rotation as the bridge

Stock is a financial resource that must generate return.

Rotation connects stock to sales.

Rotation target: 8-12 per year.

Rotation < 4: evaluate whether it should stay.

Wines with most stock should be in visible positions.

Inventory should be reviewed alongside sales data.

5. Sales → Margin: real profitability

High revenue doesn't guarantee profitability.

What matters is real margin.

Calculate real margin monthly.

Compare with theoretical margin: > 5% gap = investigate.

Analyse margin by reference, not just overall.

Margin contribution: unit margin × units sold.

6. The complete cycle: integrated management

When the four pieces connect, management shifts from reactive to proactive.

Step 1: Review monthly scorecard.

Step 2: Identify anomalies.

Step 3: Decide actions.

Step 4: Execute changes.

Step 5: Measure impact in next scorecard.

Related tools

Wine List Score Margin calculator

Frequently asked questions

Next step

Connect everything with Winerim

Winerim integrates list, stock, sales and margin in a single panel.

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Diagnosis with real improvement opportunities. No cost.