1. Taproom
Inventory & Revenue
Presented by:
First Last

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

3. 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?

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

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

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

7. 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)

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

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

10. 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)

11. 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

12. Transfer Inventory to Taproom
Inventory Transfer

13. Inventory Transfer
DEMO

14. 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?

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

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

17. Transfer Inventory to Taproom
Retail Transfer - Setup
Taproom Price List

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

19. Transfer Inventory to Taproom
Retail Transfer - Setup
Retail Transfer Scenario

20. Transfer Inventory to Taproom
Retail Transfer – Executing the Transfer

21. 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?

22. 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

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

24. 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

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

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

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

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

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

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

31. Take 5!

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

33. 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

34. 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!

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

36. Recording Taproom Sales - POS Import
DEMO

37. Questions

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