Introduction:
During your initial implementation of Whiskey Systems, you will need to enter any on-hand Finished Goods (Product Masters or Mixed Product Masters) as part of your starting inventory. This helps ensure accurate reporting moving forward.
Note: Before entering starting data into Whiskey Systems, make sure you've taken a recent physical inventory of your bottled spirits throughout your bonded premises.
Prerequisites:
- You must have all of your Product Masters set up in Whiskey Systems before entering starting inventory. For more information, see Product Master Setup
- If applicable, you must have all of your Mixed Product Masters set up in Whiskey Systems before entering starting inventory. For more information, see Mixed Product Master Setup
- If you store Finished Goods in a warehouse other than your default bonded premises, make sure you have set up all applicable warehouse. For more information, see Warehouse Setup (Read Time: 3 mins)
Enter starting tank inventory:
- Using the navigation menu, go to Settings.
- Navigate to Starting Inventory > Starting Finished Goods
- The Starting Finished Goods Inventory table will display all available warehouses, product masters, and mixed product masters in your system. Per warehouse:
- Enter the Starting Cases/Packs quantity.
- Enter the Starting Bottles quantity.
- Enter the total dollar ($) value of the product.
- Repeat these steps for all product masters, mixed product masters, and warehouses.
- Click Save.
Note: Once your starting inventory has been set, any modifications to inventory will need to be made to individual items.