Minimum Version Required: 24.10
Pre-Conditions
Important Configurations:
Options that can be set are:
Low Beer
Strong Beer
Wine
Low Proof Spirits
Steps
Ensure State Tax Codes on Locations Product Types table EXACTLY match the tax codes listed on the dashboard
Filter to desired location and start/end dates
Select the form you wish to export
Use reports below to get additional detail behind any form values
Fields And Definitions
Beginning Inventory = On Hand Inventory as of Report End Date
Total Purchases = Total gallons purchased or transfered into filtered Location
Gallons Destroyed = Total gallons invoiced to customers with Customer Account Type = Inventory Adjustment and Customer Type is like 'Breakage'
Transfers Out = Total gallons invoiced to customers with Customer Account Type = Transfer Out
Sales to Out-of-state-Customers = Total gallons invoiced to customers with Customer Account Type = Sale and State <> ID
Sales to sub-distributors = Total gallons invoiced to customers with Customer Account Type = Sale and Customer Type Trade Channel ID = 43
Inventory Adjustments = Total gallons invoiced to customers with Customer Account Type = Inventory Adjustment and CustomerType is NOT like 'Breakage'
Sales to Military = Total gallons invoiced to customers with Customer Account Type = Sale and Customer Type has Military = True