User Guide

# Beers

# Understanding Beer Records

A Beer record contains the core information about a beer (name, style, pricing, etc.) that remains consistent across multiple production batches.

# Types of Beers

There are three types of beer records:

  1. Core Beers

    • Year-round offerings
    • Always in production/stock
    • No specific release dates

  2. Seasonal Beers

    • Similar to core beers
    • Organizational designation only
    • No specific release dates

  3. Releases

    • One-off or recurring special releases
    • Include scheduled release dates
    • Typically involve retail/taproom launches

Note: In dropdown menus, beers are listed in this order: Core beers first, then recent releases, then seasonals.

# Managing Beer Records

# Creating Beer Records

Beer records can be created in two ways:

  1. Directly in the Beers section
  2. Automatically when creating a new batch with a new beer name

# Required Information

  • Name: Required for all beers
  • Pricing: Required only if using Orders module
  • Optional fields:
    • Style
    • Description
    • ABV
    • IBU
    • UPC codes
    • Marketing materials (labels, photos)

# Finding Beers

  1. Navigate to the Beers section
  2. Use filtered views by beer type:
    • All Beers
    • Core Beers
    • Seasonals
    • Releases
  3. Use the search function to find specific beers

# Linking with Production

# Batches and Beers

  • Each batch must be linked to a beer record
  • Multiple batches can use the same beer record
  • Access the beer record from any linked batch
  • Beer records track history across all batches

# Pricing Configuration

  1. Create Pricing Sets first
  2. In the Beer record, select the appropriate pricing set
  3. Orders will automatically use correct prices based on:
    • Package format
    • Sales channel
    • Selected pricing set

# Best Practices

  • Create core beer records before scheduling batches
  • Keep beer names consistent across batches
  • Update pricing sets before creating new beer records
  • Use the release type for beers with planned launch dates
  • Add marketing materials when available for consistent branding

← Orders →