Taproom Inventory & Revenue October 18th, 2018 Presented by: Bryan Dehler
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? 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 (e.g. TR01) Transfer inventory to Taproom warehouse regularly Set up an internal process to track! Have a Taproom customer (e.g. C1000) Be able to retrieve Taproom numbers (e.g. CSV, Excel, Pen + Paper) Have Taproom sales non-inventory items
Requirements Have a Taproom warehouse (TR01)
Requirements Transfer inventory to Taproom warehouse regularly
Requirements Have a Taproom customer (C1000)
Requirements Have Taproom sales non-inventory items Sales – Draft Beer Sales – Retail Beer Sales – Merch Sales – NA Beverages Sales – Sales Tax Sales – Tips
Requirements Save Invoice as Draft – (Basic method)
Requirements Be able to retrieve Taproom numbers (CSV, Excel, Pen + Paper)
Requirements - Recap Have a Taproom warehouse (e.g. TR01) Transfer inventory to Taproom warehouse regularly Set up an internal process to track! Have a Taproom customer (e.g. C1000) Be able to retrieve Taproom numbers (e.g. CSV, Excel, Pen + Paper) Have Taproom sales non-inventory items
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 (e.g. A1) To Warehouse (e.g. TR01) Select items to be transferred Enter quantities of items transferred Click Add > Select the Batches > Click Add again
Transfer Inventory to Taproom Inventory Transfer
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 2. Retail Transfer - Setup Ensure there is a Customer created for the Taproom and a Vendor for your Brewery Create a Taproom Price List (if applicable) and attach to Taproom Customer Finished Goods = Purchasable Items Setup Retail Transfer Scenario
Transfer Inventory to Taproom 2. Retail Transfer - Setup Taproom customer (C1000 – “Tap Room” and Brewery as Vendor (V1008 – “The Brewery”)
Transfer Inventory to Taproom 2. Retail Transfer - Setup Taproom Price List
Transfer Inventory to Taproom 2. Retail Transfer - Setup Finished Goods are Purchase Items (Item Master Utility)
Transfer Inventory to Taproom 2. Retail Transfer - Setup Retail Transfer Scenario
Transfer Inventory to Taproom 2. Retail Transfer – Executing the Transfer
Agenda: What do YOU do Value Requirements Transferring Inventory Basic Taproom Method POS Interface Questions
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
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
Recording Taproom Sales - Basic Transfer inventory to Taproom warehouse (weekly) Inventory Transfer or Retail Transfer
Recording Taproom Sales - Basic 2. Run reporting to gather sales data from Taproom External data source – POS System
Recording Taproom Sales - Basic 3. Record Sales via Taproom AR Invoice draft (weekly) Document Drafts > Taproom AR Invoice
Recording Taproom Sales - Basic 4. Apply Payment – Cash vs Credit Card Payment means > Incoming payment
Recording Taproom Sales - Basic 4. Decrement Inventory via Count and Post Inventory > Inventory Transactions > Inventory Counting Transactions
Practice
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 2. 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 2. Export Detailed POS sales report Unique Item Code
Recording Taproom Sales - POS Import 2. Export Detailed POS sales report No Unique Item Code
Recording Taproom Sales - POS Import DEMO
Questions
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