1. 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

2. Agenda: 1st Half
Introductions
Concepts
Configuration
Setup

3. 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

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

5. Agenda
Introductions
Concepts
Configuration
Setup

6. 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. 

7. 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?!! 

8. 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

9. 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

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

11. Barrel Management Console

12. 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?

13. Management Tab

14. 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

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

16. Setup Tab

17. Setup Tab
Statuses
Types
Size s

18. Setup Tab

19. 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

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

21. 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?

22. 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)

23. Empty Barrel Item Template

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

25. 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

26. 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

27. Barrel Aging Bill of Materials

28. 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

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

30. 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

31. 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

32. Let’s Take a Break

33. Agenda
Daily Workflow
Blending & Additions
Other Functionality

34. Daily Workflow
Receiving in Barrels
Filling Barrels
Dumping Barrels

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

36. Consider mentioning system-generated Barrel ID if not mentioned yet

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

38. 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

39. 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!

40. Barrels Production Order

41. 1. Barrel Selection tab

42. 1. Barrel Selection tab

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

44. 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

45. 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)

46. 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…

47. 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

48. Planned Dump: Express PdO

49. Unplanned Dumping
(I promise, no memes)

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

51. 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

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

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

54. Perhaps the Question on Your Mind…

55. 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

56. Add Adjuncts

57. 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

58. Agenda Daily Workflow Blending & Additions Other Functionality
**Time check: min all that’s required

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

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

62. 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

63. 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

64. 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!!!

65. 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

66. Editing a Single Barrel

67. 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?

68. Barrel History

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

70. Any questions?

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