Whiskey Systems users will add their non-spirituous inventory items to the system as Raw Materials. Examples of non-spirituous Raw Material inventory would be Fermentables, Packaging, Blending Ingredients; any item used in your Distillery to manufacture a beverage spirit product should be built as a Raw Material in Whiskey Systems.
To build a new Raw Material:
Navigate to Settings > Definitions > Raw Materials
Click the “+Add New Raw Material” button
On the Create Raw Material form, provide the following:
- Material Class: Select the appropriate Material Class from the drop-down menu.
- Fermentable should be selected for any Raw Material such as Corn, Grain or Fruit to ensure accurate Federal Reporting in Production Part VI.
- Review Raw Material Class Definitions for assistance selecting the correct Material Class, or click the Blue Question Mark icon under the Material Class list:
- Name: Enter a Name for the new Raw Material. Examples: Corn, Juniper Berries, New American Oak, etc.
- Description: Optional; include any additional information that you'd like to include with the new Raw Material.
- Unit of Measure: Assign the appropriate Unit to the new Raw Material. This must be established based on how the Material is consumed, not how it’s purchased.
- Barrels and Packaging materials will be set as "Each".
- Fermentables must be measured in either Pounds or Gallons to ensure accurate Federal Reporting in Production Part VI.
- If users have trouble determining how a Material is consumed vs purchased, use our Misc Conversion Calculator for easy Unit of Measure converting.
- TTB Material Kind: Use this only if you are setting up Fermentable Raw Material Class. Select the Column/Row of Production Part VI this Material should report within.
- Write-In Lines are available in each Fermentable Category. If established, users will see their own Custom Fermentable Categories in the blank Write-In Lines below (7 & 8), for example.
Note: Users can add Custom Fermentable Categories via Settings > Advanced Tax Settings > TTB Material Kinds:
Optional Fields:
- Reorder Quantity by Day and the Maximum Storage Cap:
- Used for the Raw Material Reorder Summary
- Appears as "Min.Qty / Reorder Pt." (Reorder Quantity by Day) and "Max.Qty / Storage Cap." (Maximum Storage Cap) in form
- Quickbooks Asset/Income Account:
- Used for the Whiskey Systems + QBO Integration; enter applicable Asset and Income Account details for proper mapping.
- Copy to Linked DSPs:
- This feature allows you to map raw materials with other DSPs that you are linked to for easy transferring.