Taproom Inventory & Revenue Presented by: First Last

Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions

What do YOU do? How many Taprooms do you have? What is your current method for tracking Taproom inventory & revenue? How are you currently capturing Taproom inventory & revenue in Orchestrated? What POS system are you using?

Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions

Value Captures revenue from your Taproom sales ($$$) Keeps Taproom inventory separate from other inventory Can run reporting to track Taproom performance

Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions

Requirements Have a Taproom warehouse (TR01) Transfer inventory to Taproom warehouse regularly Have a Taproom customer (C1001) Be able to retrieve Taproom numbers (CSV, Excel, Pen + Paper)

Taproom fun facts Different names throughout history Tavern Saloon Pub Bar Speakeasy Blind pigs

Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions

Transfer Inventory to Taproom Inventory Transfer Just moves inventory from one warehouse to another Retail Transfer Moves inventory from one warehouse to another Creates A/R Invoice to Taproom customer Creates A/P Invoice to Brewery Creates Internal Reconciliation (optional)

Transfer Inventory to Taproom Inventory Transfer Inventory module > Inventory Transactions > Inventory Transfer Posting Date: The day the transfer occurred From Warehouse: A1 or Main Warehouse To Warehouse: TR01 or Taproom warehouse Select Items to be transferred Enter quantities of items transferred Click Add > Select the Batches > Click Add again

Transfer Inventory to Taproom Inventory Transfer

Inventory Transfer DEMO

Transfer Inventory to Taproom Retail Transfer – Who should use it? Do you sell to your Taproom? Do you run separate P&L for Taproom? Are you using Retail Transfer?

Transfer Inventory to Taproom Retail Transfer - Setup Taproom customer and brewery vendor Taproom Price List Finished Goods are Purchase Items Retail Transfer Scenario

Transfer Inventory to Taproom Retail Transfer - Setup Taproom customer and brewery vendor

Transfer Inventory to Taproom Retail Transfer - Setup Taproom Price List

Transfer Inventory to Taproom Retail Transfer - Setup Finished Goods are Purchase Items

Transfer Inventory to Taproom Retail Transfer - Setup Retail Transfer Scenario

Transfer Inventory to Taproom Retail Transfer – Executing the Transfer

Recording Taproom Sales Basic Taproom Method – who uses this? POS Import Interface – who uses this? Other Method? What kind of POS System do you have?

Basic Taproom Method POS Import Method PROS CONS No mapping necessary Account for inventory separately Build exact template you want Manual entry POS Import Method PROS CONS Captures revenue and inventory Harder to set up & maintain More detailed sales reports Utility sometimes unreliable

Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions

Recording Taproom Sales - Basic Transfer inventory to Taproom warehouse (weekly) Inventory Transfer or Retail Transfer Run reporting to gather sales data from Taproom External data source – POS System Record sales via Taproom AR Invoice draft (daily, weekly) Document Drafts > Taproom AR Invoice Apply payment Payment Means/Incoming Payment Decrement inventory via inventory count + post Inventory Counting & Posting

Basic Taproom Method - Basic Non-inventory ‘TAP’ items on draft AR Invoice

Recording Taproom Sales - Basic Transfer inventory to Taproom warehouse (weekly) Inventory Transfer or Retail Transfer

Recording Taproom Sales - Basic Run reporting to gather sales data from Taproom External data source – POS System

Recording Taproom Sales - Basic Record Sales via Taproom AR Invoice draft (weekly) Document Drafts > Taproom AR Invoice

Recording Taproom Sales - Basic Apply Payment – Cash vs Credit Card Payment means > Incoming payment

Recording Taproom Sales - Basic Decrement Inventory via Count and Post Inventory > Inventory Transactions > Inventory Counting Transactions

Take 5!

Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions

Recording Taproom Sales - POS Import Transfer inventory to Taproom warehouse (weekly) Inventory Transfer Run reporting to gather sales data from Taproom External data source (POS) Import data using POS interface Interfaces > POS Import Interface Verify Draft AR Invoice Document Drafts > AR Invoice Apply payment Make Payment/Incoming Payment

Recording Taproom Sales - POS Import Export detailed POS sales report Excel or CSV Unique POS item codes* Item descriptions Item quantities Unit prices Total sales amount per item Tax amount (if applicable) *if not, they can be created!

Recording Taproom Sales - POS Import Import data using POS interface Interfaces > POS Import Interface

Recording Taproom Sales - POS Import DEMO

Questions

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