Create a New Raw Material Transaction – Whiskey Systems

Users can sell, transfer, and sell raw materials from the same area of Whiskey Systems.

For any type of transaction, navigate to Raw Materials / New Transaction

For any type of transaction, three things should be set:

Jump to Transaction Type

Set the destination warehouse – the location to which the inventory should be moved. Note that inventory can only be used in a batch or bottling from the Default Warehouse (distillery).
For each item to be moved, set the quantity transacted.
Submit the form – the transaction will be displayed in the Raw Material Transaction Log.

In the case of a mistake in the move (either quantity or item) users should create a second move transaction to correct.

Select the Destination Distillery from linked DSPs
Choose whether to transfer the value of the selected inventory to the receiving DSP
Set the requested transfer and/or pickup date (optional)
For each item to be moved, set the quantity transacted.
Submit the form – the transaction will be displayed in the Raw Material Transaction Log.

In the case of a mistake the transfer may be edited from the Raw Material Transaction Log

Select the Customer or Add New
Complete any desired optional fields:
- Add carrier information by sliding the toggle
- Set the requested ship and/or pickup date
- Add a PO/Ref, Invoice, and/or BOL number
If this shipment is ready to go, check Ship Now. This will complete the transaction on submit, rather than setting the order as ready to ship.
- Shipped orders may be unshipped to be edited
- Invoice editing is available for both shipped and unshipped orders
For each item to be sold, set the quantity transacted.
Submit the form – the transaction will be displayed in the Raw Material Transaction Log.

In the case of a mistake the transfer may be edited from the Raw Material Transaction Log

For information on Raw Material Sale Invoices, please see this article.

Related articles