Support

FAQ 1

• Troubleshooting Cost Issues When Packaging

Tutorials 0

Setup 8

• Company Information
• Categories
• Taxes and Levies
• Materials
• Product Skus

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Bulk Product Management & Packaging 12

• Tank Details
• Tanks Management
• Add a Batch to a Tank
• Transferring from Tank to Tank
• Understanding Blending

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Recipes 4

• Creating/Editing a Recipe
• Recipe Details
• Importing a BeerXML Recipe
• Creating / Editing Ingredients

Equipment & Rentals 11

• Equipment/Serial Details
• Equipment Management
• Bulk Add Equipment
• Bulk Change Equipment
• Viewing History

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Schedule & Creating Brews 9

• From Recipe to Inventory
• Configuring the Brew Sheet
• Creating/Editing Brew Sheet Categories
• Creating/Editing Brew Sheet Fields
• Using Your Brew Sheet

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Retail Sales 6

• Creating/Editing Retail Sales
• Creating a Sales Reciept in QuickBooks
• Using Square Payments
• Bulk Finalizing
• Payment Processing and Finalizing

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Sales Orders & Deliveries 17

• Overview
• Creating/Editing Sales Orders
• Submitting Sales Orders
• Approving & Rejecting Sales Orders
• Sharing a Sales Order

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Purchase Orders 5

• Creating/Editing Purchase Orders
• Approving & Rejecting Purchase Orders
• Receiving Purchase Orders
• Creating a Bill in QuickBooks
• Purchasing in Foreign Currencies

Customers & Vendors 7

• Business Partner Details
• Visit Logs (Mobile)
• Visit Logs (Desktop)
• Managing Business Partners
• Managing Business Partners (Mobile)

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User Management 7

• Setting User Roles
• Creating A User
• Explanation of Permissions
• Retiring a User
• Changing a Password

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QuickBooks 11

• Connecting
• QuickBooks Configuration
• Bulk Syncing
• Configuring Business Partners
• Materials

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Square Payments 5

• Incoming Sales
• How to connect to Square
• Synchronizing Items
• Finalizing Incoming Sales
• Resyncing Square Items

Calendar Services 1

• Subscribing to the Production Calendar

Product Skus 14

• Product SKU Management
• Product SKU Details
• Product SKU Composites
• Product SKU Composite Packaging
• Product SKU Pricing

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Tap Room 5

• Setting Up The Tap Room
• Tap Room
• Tap History
• Tap Room Transfer
• Consignment Transfer

Raw Materials 3

• Material Details
• Material Management
• Raw Materials and QuickBooks

Counts & Snapshots 7

• Inventory Counts
• Performing a Count
• Creating inventory counts
• Reconciling a Count
• Valuation Reports

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Work In Progress 3

• General Explanation
• WIP Status Report
• Activities that affect WIPS

Reports 1

• Running a Report

Transfer History 3

• Understanding Transfer Details
• Batch specific view
• Reversing a Transfer

Reports 1

• Saskatchewan Craft Producers Report

Introduction 0