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Track and Manage: Expired Liquor Licenses

Distributor steps for installing the Track and Manage: Expired Liquor Licenses app, which moves customers with expired licenses to a no-alcohol product group to block sales. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to Install the Application:
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  1. Go to the App Library
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  2. Search for and select the Track and Manage: Expired Liquor Licenses app
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  3. Click Install
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  4. Assign Report and Dshboard Roles
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  5. Set a schedule for the import routine to run
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  6. Update application settings as needed
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  7. Accept Terms
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  8. Click Install

Fields And Definitions

General Knowledge:
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  • Licenses are controlled at the customer level
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  • License expiration can be viewed by looking at the customer record
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  • When a license expires or is within 30 days of expiring, Encompass will prompt users that the license has or will expire soon


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How the application works:
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  • Finds all Customers that have an expired liquor licenses and set Customer's Product Groups to a Product Groups of your choice(Usually None) to prevent accidental alcohol sales until a new liquor license is obtained

Application Settings:
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  • Select a Product Groups to apply (if left blank, this app will automatically select a Product Groups with Product Groups=None)
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  • This setting will determine what product group to move customers to if their license has expired.

Best Practices

  • This application helps automate a best practice by ensuring you are not continuing to sell to a customer with an expired license. This will also help to remind people to ask for updated license information when at a customer.

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