Taproom Management Best practices for handling taproom inventory and sales within Orchestrated Presented by: Claudia Musick Implementation Consultant TUESDAY, NOVEMBER 10 TH, 2015

Summary: We will be covering the two best practice methods of handling taprooms within Orchestrated Who Should Attend: Anyone involved in recording taproom sales and/or involved in inventory movement from the brewery to the taproom Logistics: Feel free to ask questions as we go along – we will also have a designated time for questions at the end. SUMMARY #Orchestrate2015

1.Overview of taproom management 2.Method 1 [beginner] 3.Method 2 [intermediate] 4.Demo 5.Questions AGENDA #Orchestrate2015

OVERVIEW Taproom Management #Orchestrate2015

OVERVIEW Main Areas of Taproom Management Movement of inventory Accounting for the fact that inventory is physically sitting in the taproom Booking sales [revenue] Inventory depletion Making sure that inventory has been taken out to account for the sales that occurred #Orchestrate2015

OVERVIEW Benefits All financials are handled within OBeer Insight into where inventory is sitting at all times Differentiated revenue/COGS for both segments of the business [brewery vs. taproom] #Orchestrate2015

METHOD 1 Method #1 #Orchestrate2015

METHOD 1 Method #1 - Beginner Approach Create non-inventory items for taproom linked to specific GLs Examples: Taproom Sales: Draft Beer, Taproom Sales, … Create A/R Invoice template with non-inventory items Normal processing: 1.Inventory Transfers to taproom warehouse to have accurate inventory 2.Use A/R Invoice template to book sales per day/week/month 3.Apply payment at the time of document entry 4.Inventory adjustments to account for real-time inventory levels #Orchestrate2015

DEMO Method #1 #Orchestrate2015

METHOD 2 Method #2 #Orchestrate2015

METHOD 2 Method #2 – Intermediate Approach Set up POS Import Interface Normal processing: 1.Inventory Transfers to taproom warehouse to have accurate inventory 2.Use POS Import Interface to map items from POS template into Orchestrated. 3.Apply payment at the time of document entry #Orchestrate2015

DEMO Method #2 #Orchestrate2015

Q&A Questions? #Orchestrate2015

Thank You!