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Tap Room
Presented by:
Claudia Musick October 27th, 2016
Agenda:
#Orchestrate2016
- 1. Tap Room Process
- 2. Basic Method
- 3. POS Import Interface
- 4. Retail Transfer
- Advanced Feature
Tap Room October 27 th , 2016 Presented by: Claudia Musick Agenda: - - PowerPoint PPT Presentation
Tap Room October 27 th , 2016 Presented by: Claudia Musick Agenda: - - PowerPoint PPT Presentation
Tap Room October 27 th , 2016 Presented by: Claudia Musick Agenda: 1. Tap Room Process 2. Basic Method 3. POS Import Interface 4. Retail Transfer - Advanced Feature #Orchestrate2016 Tap Room Process #Orchestrate2016 Benefits: All
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Tap Room Process
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- 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)
Benefits:
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- 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, accounting for sales that occurred
Main Areas of Taproom Management:
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Steps:
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Move inventory to TR warehouse Record sales Apply payment (4) Repeat Decrease inventory (1) (2) (3)
Inventory Count & Posting Inventory Transfer A/R Invoice Incoming Payment
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Basic Method
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- 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
Item Level G/L Determinations Elimination Segment
- 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
Basic Method – Setup & Process:
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POS Import Interface
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- 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
POS Import Interface – Setup & Process:
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Retail Transfer
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- New Function!
- Advanced Accounting Method
Item Level G/L Determinations Elimination Segment
- Replaces Inventory Transfer Step
Creates a two documents types
- Sales document from brewery
- Purchase document from tap room
Retail Transfer:
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