If items leave your bonded premise for sale, ie. tasting rooms, distributors, etc, an order must be done so that a Federal Excise tax liability is triggered.
Where? Side Menu > Finished Products > Sales Orders > New Sales Order
Fill in the information at the top of the next screen if needed.
- Enter the correct date of the order/transfer.
- Is this a domestic or export order?
- What customer is this going to be shipped to?
- What is the requested ship date?
- What is the actual ship date?
- Carrier information down is optional, but you may want to add all this information in for tracking purposes, especially PO, Invoice and BOL #.
Whiskey Systems allows you to specify lots for an order, by selecting white rows, or using FIFO (First in, First out), by selecting yellow lines. Note, you can also make/break cases on the order screen.
Enter the number of cases and bottles you want to ship to the customer of each line item.
Enter the actual ship date for the order. This date generates your tax liability due date.
Enter any other information to the order, Tracking, Invoice and/or BOL number.
**Invoices are automatically created for shipped orders. If you need to delete an already shipped order, you will need to delete the corresponding invoice as well.**