Overview

In order for breweries to correctly transfer beer to their tap room, they are required to sell the beer to the government, then buy it back. The beer bought back can then be sold out of the tap room.


We've made the Tap Room Transfer feature, that will generate a Bill and a Sales Order, to automate this process.


The tap room transfer page is available at Transactions → Tap Room Transfer.


Getting Started

In order to correctly setup the Tap Room Transfer, you must perform the following:

  1. Create a Tap Room warehouse. While your taproom may be in the same building as your brewery, we need to distinguish the taproom as a separate receiving entity. Set the warehouse type to "Retail."
  2. Create a Tap Room Business Partner. This will be your own company, but will be where sales of taproom inventory are delivered. More on creating business partners can be found here. Note: if there are tax implications (for example, in Alberta) for selling to yourself, make sure to also create your Tap Room customer as a Government category.
  3. You must set an Outbound Retail Tax Rate. This is the tax that you must pay on the products being transferred. This may be a GST-only rate, or it may be Tax Exempt. In either case, at least one must be designated as an Outbound Retail Tax Rate. More on Tax Rates here.
  4. Ensure you set the Government price of Product SKUs to the price you pay, as well as the correct tax categories.


Creating a new Retail Transfer


  1. Click Transactions → Tap Room Transfer
  2. Click "Add" in the top left of the transfer table
  3. Enter the required information:
    1. Date: The date that the transfer is taking place. You can also set this to a date in the past if the transfer had already occurred.
    2. Customer: This list will only show your customers that have been designated as "Government" customers.
    3. Source Warehouse: This list will will only show your warehouses that are designated as "Bulk".
    4. Destination Warehouse: This list will only show your warehouses that are designated as "Retail".
    5. Create Sales Order: If this is enabled, a sales order will be created for the selected customer when the tap room transfer document is finalized. This sales order is generated to document the buy-back of packaged product.
  4. Enter any notes you would like to add to this transfer in the notes field.
  5. Add all the items you are transferring on this transfer document.
    1. Select the Product SKU you are transferring.  The details for the Product SKU will be auto-populated for you but are editable if you choose to change them.
    2. Note: only tax codes set as "Inbound Transfer Tax" will be available to apply to line items. This can be configured on the "Manage Taxes" page under Setup → Taxes.
  6. One you are finished selecting all the Product SKUs you would like to transfer click "Save All".
  7. A new Retail Transfer document will be created in the "pending" state. Transfer of product will NOT have occurred, until you Complete the Retail Transfer.
  8. Submit the document for Approval; Admin staff with the correct role can then Complete the transfer. Note: This is the same process used with Sales Orders and Purchase Orders.
  9. When a Tap Room Transfer is created, a bill is generated (in QuickBooks) to record the cost of buying back the products on the Transfer document, and a Sales Order is generated to record the sale to your Tap room.

Editing an existing Retail Transfer

If you have not completed a Retail Transfer, you can edit it.

  1. Click on the retail transfer you wish to edit.
  2. Click Edit.
  3. Modify your retail transfer as required.
  4. Click "Save All" to apply your changes.