Packaging to Allocating

This page describes the complete lifecycle of inventory in BrewKeeper.
The workflow below is the simplest overview - there are many other activities that could be performed on your inventory in addition to these, such as production of the batch, selling inventory in your own shop, discarding inventory, stocktake, and receiving returns and the quarantine process)

1. Create a Batch

Production > Batches > + New

1. Select your Product
2. Add a description
3. Click Save

2. Package

Production > Batches > Batch

1. Click the Package menu link
   User is shown which variant types can be packaged to (eg., Can - 350ml)
2. Click Package… to open the Packaging options
3. Input the Packaging Date and Quantities for each variant to package
4. Click Package

3. Stock

Production > Batches > Batch

A Stock button is located next to the Package… button which directs the user to the existing Stocking page

Warehouse > Stock Bottles

After Stocking, its likely Sales Inventory was added to the Unallocated Sales Channel, depending on settings.

4. Distribute Sales Inventory

Sales & Distribution > Sales Centre

A Sales Plan is used to distribute inventory from one Sales Channel to other Sales Channels. It also allows repackaging.

Create a Sales Plan

1. Click Sales Plans ->
2. Click New
   This will open a New Sales Plan window
3. Select your Product
4. Select your Sales Channel
   After Stocking, you will most likely want to select the Unallocated channel to distribute from
5. Click Create

Update and Commit the Sales Plan

1. Optional Add a Repackaging Plan
   After stocking, you will most likely have single cans or bottles in Unallocated that need to be repackaged
2. Click Edit
3. In Step 1: Repackage enter quantities for any variant you want to repackage to
   Negative quantities are allowed
4. Enter quantities in Step 2: Reallocate to distribute the variants amongst the different Sales Channels
5. Press Save
6. Press Commit…

5. Repackage

Warehouse > Repackaging Centre

Select your location to repackage in

1. Click Repackage Shipments ->
2. Select a Location and press Next ->
   This will most likely be a Wholesale location
3. Select which Shipments you’d like to repackage for and click Next ->

Enter any required Repackaging inputs

Where a products inventory has multiple packaging dates, you will be prompted to input quantities next to each packaging date
If only one packaging date exists for a product, you will see a green check mark indicating what will be repackaged

Click Repackage

6. Print Barcodes for Allocating to Orders

Production > Barcodes

1. Click Barcodes for Shipments ->
2. Select which Shipments you’d like to print barcodes for and click Next ->
3. Click PDF for a PDF download