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Success Story

Shelton Vineyards

“Ekos has really helped us keep track of inventory coming in, understand how that goes into the wine, and how that subtracts from inventory. It’s doing everything we need for production.”

- Ethan Brown, winemaker

about_

  • One of the first wineries in North Carolina
  • Opened in 2000
  • Ekos customer since 2021

results_

  • 20k cases produced annually
  • Wine distribution in NC, SC and VA
  • Better understanding of costs over time

overview_

Shelton Vineyards was founded in 1999 by Charlie and Ed Shelton, two brothers looking to create a staple within the modern wine industry. As one of the first wineries in North Carolina, the vineyard has made a name for itself in North Carolina’s Yadkin Valley. Over the years, Shelton Vineyards has expanded to match the ever-growing needs of the market — the property features a tasting room, as well as a restaurant and hotel. Shelton Vineyards’ wine is available throughout North Carolina and parts of Virginia and South Carolina in Harris Teeter, Publix, Lowes Foods, and Food Lion.

challenge_

Managing the inventory and production of any craft beverage business can be incredibly difficult, but even more so for wineries. This is due to the length of time it takes from the beginning of production to the sale of the bottle. To track inventory, production, day-to-day lab analysis, harvest data, and other aspects of the wine production process, the Shelton Vineyards team relied heavily on manual spreadsheets. This made it time-consuming to connect the cost to inventory and the team needed a solution that would seamlessly tie everything together to take their business to the next level.

results_

After using Ekos for only a couple of months, Shelton Vineyards has created a more streamlined process for managing inventory, tracking production, and understanding the associated costing. Instead of relying on spreadsheets requiring manual updates or several tools to track everything separately, each member of the team has visibility into what’s going on at any given time — even while on the go thanks to the mobile app. Another way Ekos has helped to improve visibility is through its ability to manage purchase orders and inventory receipts. Whenever the team makes a purchase and adds it to the system, all the necessary parties are notified via an email notification rather than relying on a paper order that was previously passed around from department to department. 

Using Ekos, Shelton Vineyards has been able to control its inventory at the most granular level, helping the team take a more strategic approach to determine the cost per bottle. “I’m glad we jumped in when we did, that way I got a good handle on it,” said Ethan Brown, winemaker. “We’re already starting to accumulate data for costs over time and we’re going to continue to look at that.” 

Year over year, Ekos will allow the team to look back at trends and make data-driven decisions in regards to purchases, inventory, and production. Shelton Vineyards is planning to fully integrate with the Ekos software in the coming months, adding poig its production, accounting, and point of sale integrations.