Barrel Management Console 2019 Speak to handout, fill out ahead of time Remind to have computers up and running; Test database should be used (dumping/filling, etc.) **You added a few animations, remember Presented by: Jay Uhlenhoff

Agenda: 1st Half Introductions Concepts Configuration Setup

Agenda: 2nd Half Daily Workflow Blending & Additions Introductions Concepts Configuration Setup Daily Workflow Blending & Additions Other Functionality **Consider asking for shout-outs on other functionality they want to see

Agenda Introductions Concepts Configuration Setup **Energizer? Share a personal hobby or interest – go first

Agenda Introductions Concepts Configuration Setup

Concepts One-Stop Shop Everything In One Place Manage your barrels and aging-liquid Take action on both See history for how those two came together then separated Everything In One Place Cost, location, age, size, yeast, barrel contents …all in the same place. Before and after the aging process, they’re separate. During they’re together. Almost like a relationship doomed to fail. Two independent people, coming together to become better than the sum of their parts, before the liquid decides it’s better off on it’s own…and dumps the barrel. Costing, history and actions are all covered from barrel/contents perspective. You manage a barrel and its contents together. When the time to part arrives, the barrel can be dumped providing you with aged liquid and an empty, used shell. 

Concepts That sounds great! …but what’s the catch? For that level of visibility, the system needs more data input, and that takes time and effort This young man is disciplined and ready to take on all comers, maybe it’s love maybe the BMC – who else is ready?!! 

Concepts Items and flow reflect reality closer Two main elements Physical Shell = Item Templates One for each state – Empty, Filled Liquid Contents = Liquid WIP Item **Mention different states for shells Liquid in the shell can also include any adjuncts added before or during the aging duration in the shell

Got a barrel aging program? Well, tell us about it! Share the state of your aging program Talk to Barrel Details sheet and ask audience for feedback and questions

Agenda Introductions Concepts Configuration Setup **Time check: Not longer than 30 mins in; Around 20 perhaps

Barrel Management Console

Home Tab Shows Aging production orders Must be used for Filling Barrels Quick view of barrel totals by Brand or Barrel Type Review Process Types window if missing PdOs How to add PdOs here? ‘Process Types’ window Possibility of adding a Process Type for Barrel Filtration perhaps?

Management Tab

Management Tab Primary location for barrel activity Including dumping barrels Action buttons on the Left Filter down to subsets or single barrels 5 customizable text attributes **Have time? Consider having them demo updating an Attribute specific to them

Management Tab: Additional Filtering Additional filtering at the Top Filter on any column Can stack multiple filters

Setup Tab

Setup Tab Statuses Types Size s

Setup Tab

Hands On Activity Add OR Remove at least 1 of each: Type Size Status Add your two templates: Empty Filled Ask for open questions on how to configure BMC for a specific customer Talk to Attributes, pending time

Agenda Introductions Concepts Configuration Setup **Time check: Want to be around 50-60 mins in; 75 would be on the later side

Setup Aging Liquid (BA1012) Barrel Shell (BRL1001) WIP Item Group (Aging) Separated by brand/base Multiple batches Remove shells from BOM Consider new brand for BA version Shell item itself will go away/not be used, but quick details is still tracked Any brands where an aged version of the brand is treated separately? Specific BA version? How is that managed today?

Setup Templates Empty Barrel (BRL53G-EMP) Filled Barrel (BRL53G-FLD) Introduce idea of distinguishing characteristics visibility – Prior aged liquid, Type of wood, Vendor shell came from (wood or liquid) Only add a characteristic that WILL NOT change to the item code/description **Call out: Anyone care to designate new from used barrels? Optional: New Barrel (BRL53G-NEW)

Empty Barrel Item Template

Empty Barrel Item Template **Add speaking notes for possibilities on costing** Moving average Standard Fixed asset (thus Moving average or Standard)

Barrel State Templates To create multiples right-click Duplicate Only need to edit the Item Code and Name Separated by type, size and state of barrel Multiple shells maintained on same item Required Inventory, Purchasing & Sales Manage Item By: None RM: Other or RM: Barrel Item Group State – Filled or Empty; interchangeable ‘Item Template’ or ‘State Template’ – help convey what exactly the item is and what it’s doing

Barrel State Templates Options Item Code – Semi-flexible Must include size and state Defining characteristic? Recommended: BRL53G-BBN-EMP Item Description – Flexible Best practice to include size and state Recommended: Barrel 53G–Bourbon–EMPTY

Barrel Aging Bill of Materials

Barrel Aging Bill of Materials Remove barrel shell from BOM Typically just Green Beer or Distillate Review the quantity ratio 1:1 recommended as starting point Check your warehouses Produce into your aging warehouse Consume out of your F99 or similar

Let’s Get Hands On Use your Barrel Details sheet Use your Test database

Hands On Activity Create an Empty template item Use slide screenshots as needed Duplicate for the Filled template item Right-click in open space of Item Master Review BOMs for Fill and Dump steps Barrel Aging and Bright Beer items Distillate and Barrel Dump spirits Help a neighbor when complete or just compare/contrast

Agenda: 2nd Half Daily Workflow Blending & Additions Introductions Concepts Setup Configuration Daily Workflow Blending & Additions Other Functionality **Time check: Shoot for no further than 90 mins in; much further and need to hustle likely

Let’s Take a Break

Agenda Daily Workflow Blending & Additions Other Functionality

Daily Workflow Receiving in Barrels Filling Barrels Dumping Barrels

Receive Barrels Spirits Only Be sure to click the button after selecting from the dropdown! Spirits Only

Consider mentioning system-generated Barrel ID if not mentioned yet

Your Turn Bring in at least 20 barrels of your Standard Barrel Refresh Management tab and confirm! And if you’re done…

Fill Barrels Create a production order first Use PdO Creation Wizard or manual PdO Produce: barrel-aging liquid Consume: liquid from a tank Express using Fill Barrels on BMC: Home tab The ONLY way to fill a barrel is by production order, thus the type of liquid must change

Check your Planned Quantities & Warehouses! Ctrl-Tab on Whse to see what’s in stock and expected for that item! Good time to bring up that you get ONE metric for volume in the software – needs to remain consistent with rest of your company Check your Planned Quantities & Warehouses!

Barrels Production Order

1. Barrel Selection tab

1. Barrel Selection tab

2. Barrel Matching tab From dropdown, select the new barrel state Built-in automation will make suggestion

3. PdO Lines tab If volume was lost, increase ActQty accordingly Click Process! Click Yes to see Barrel Edit form – same exact screen as the Edit button on Management tab for mass updates of barrels

Fill Barrels – Confirm! Can speak to Barrel ID, Batch ID and filtering by Age here **Doing OK on time? Around 60 mins left? > Show updates to PdO from Barrel History (how to disassemble)

Dump Barrels Plan ahead Decide on the fly Create a PdO first Click Dump Barrels on Home tab More consistent process for Fill and Dump Decide on the fly Start by selecting barrels System creates a PdO for you Saves time and clicks Need a name to differentiate the two processes to dump barrels…

Planned Dump: Express PdO Planned Dump via PdO Ensure Filtration PdOs assigned to BMC PdO Header Confirm Quantity & Batch ID Enter Warehouse for empty shells Barrel Selection tab Select filled barrels in PdO Barrel Matching tab: No change PdO Lines tab: Confirm info

Planned Dump: Express PdO

Unplanned Dumping (I promise, no memes)

Unplanned Dumping Enter: Produced item Receiving tank Quantity & date Batch or blank Leaving batch blank will pull batch from liquid

Unplanned Dump: Express PdO Header Details Confirm receive quantity & batch ID Enter warehouse for empty shells Barrel Selection and PdO Lines tabs locked Barrels pre-selected, can’t be edited No change to Barrel Matching tab Leaving batch blank will pull batch from liquid

Unplanned Dump: Express PdO Leaving batch blank will pull batch from liquid

Agenda Daily Workflow Blending & Additions Other Functionality **Time check: Min 45 mins left; 35 or less is behind

Perhaps the Question on Your Mind…

Blending & Additions Blending Add Adjuncts Dump various barrels into a tank Blend via the worksheet Fill old or new shells or package the liquid Add Adjuncts Add any inventory item in system Update volume as needed Costing increased too Anyone blend barrel to barrel? Use ‘ghost’ tank to go through same process

Add Adjuncts

Barrel-to-Barrel Sorcery?! Create a default Barrel Blend item Standalone brand-less item Not on any BOMs Steps: Dump to create Barrel Blend Close PdO Fill to convert back into aging liquid in shells

Agenda Daily Workflow Blending & Additions Other Functionality **Time check: 10-15 min all that’s required

Implementing BMC Using OAK01 currently Gradual BMC Track No/few barrels in system Get started!

Additional Functionality Removing Barrels Void, Retire, or Sell Barrel Edit Mass update Barrel History Volume Adjustment Barrel Transfers

Removing Barrels from BMC From the Management tab, select barrels to remove or void, then: Void Barrels - Undo a mistake after bringing in shells Retire Barrels – Hide from view Sell Barrels Beer – Empty barrels only Spirits – Filled or empty

Making Edits to Barrels Mass Updates Select multiple barrels from the Management tab Use Ctrl or Shift key Click Edit button on the Left, opens Barrel Edit

Making Edits to Barrels Barrel Edit form Allows mass update of many fields Attributes and bin location most common Do NOT edit Size or Status!!!

Editing a Single Barrel Individual Shell Updates Click the golden arrow of the shell’s Barrel ID Add a note Tasting notes over time Include comments differentiating this shell Pin important notes at the Top Access the history of the shell

Editing a Single Barrel

Transfers & History Move barrels between warehouses Track specific location of each barrel Review the history of a barrel How old is this barrel? How many times has it been filled? What yeast has been used? Any particular adjuncts?

Barrel History

Implementing BMC Using OAK01 currently Gradual BMC Track No/few barrels in system Get started!

Any questions?

Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210 Beaverton, OR 97006 P: 877-683-2648 Web: support.orchestrated.com