Give Your Clients a "Wine Bank" Experience.
Total Transparency. Fintech-Grade Analytics.
Move beyond simple spreadsheets. Offer your private clients a fully interactive portal to manage, track, and analyze their wine portfolios in real-time. Powered by our Unit-Based Architecture, it provides a level of detail that quantity-based systems simply cannot match.
The Portfolio:
"Stock Market" Style Tracking
Investment-Grade Analytics for Private Clients
Once a customer buys a wine, it is instantly transferred to their digital cellar. It’s not just a list; it’s a financial dashboard.
- Live Valuation: The system auto-calculates the current market value against the initial purchase cost, showing the exact P&L (Profit & Loss).
- Performance Charts: Clients can view the evolution of their portfolio over time, just like a stock market app.
- Smart Segmentation: Clients can create multiple portfolios to organize their assets (e.g., "Investment Portfolio," "Drinking Cellar," "Children’s 2025 Vintages").
- Inbound Transfers: Clients can easily bring outside stock into your ecosystem. Whether transferring from their home cellar or another bond, it all consolidates into their Hweb view.
The "Impossible" Invoice:
Precision Storage Fees
Billing Down to the Day (Not the Month)
Generic ERPs fail to calculate storage accurately because they don't know when a specific case arrived. Because Hweb uses a Unit-Based Inventory System, we are the only platform that tracks the exact entry date of every single case.
- Granular Accuracy: Calculate storage fees based on the exact number of days a case has been held. No more guessing.
- Multi-Warehouse Pricing: Have stock in LCB (UK) and Bordeaux City Bond? The system applies the correct storage rate for each location automatically.
- Daily Auto-Payment: The system runs a daily check on storage fees due. If the client has Account Credit, the fees are auto-deducted daily, preventing large outstanding bills from piling up.
- Flexible Invoicing: Set your frequency—Monthly, Quarterly, or Annually. The system generates the invoices and notifies the client automatically.
Integrated Logistics:
The "Shopify Killer"
Seamless Delivery & Consolidation
This is where generic ERPs fail. They can't easily mix "New Purchases" with "Stored Reserves" in one checkout. Hweb Wine ERP makes it effortless.
- Smart Checkout: A client can buy a new case of En Primeur and ask for delivery of an old case from their reserve in the same transaction.
- The "Exit Bill": When a client requests delivery from their reserve, our Wine ERP instantly calculates the total exit cost:
- + Outstanding Storage Fees (calculated to the day)
- + Duty & Tax (if applicable)
- + Delivery Cost
- Zero Admin: The client pays, and the warehouse release instruction is sent. No manual emails required.
Account Credit & Admin Controls
Keep the Money in the Ecosystem
- Account Credit (AC): When clients add funds or sell wine (via Brokerage), the money hits their "AC" wallet. They can use this instantly to buy new offers or pay storage fees. This means 0% transaction fees for you and higher retention for them.
- Custom Margins: Reward your best clients. Admins can set specific margin rules for VIPs or subscribers, ensuring they automatically see better prices across the shop without needing coupon codes.
Summary: The Unit Advantage
Why Unit-Based Matters for Reserves:
"Because we track the unique Unit ID, we know exactly which case of Lafite 2010 belongs to Mr. Smith, where it is, and how many days it has been there.
Quantity-based systems (Shopify/Woo) cannot do this. They only know you have '10 bottles' total. They cannot distinguish client property from your stock."
Ready to Liquidate?
Clients don't just hold wine; they trade it.
With Self-Serve Brokerage, clients can list their reserves for sale on Liv-ex or your marketplace in one click.