Minimum Version Required: 23.08
Fields And Definitions
Tables & Fields Definitions
Equipment Types
The Equipment Types table defines the different types of barrels. Create one Equipment Type for each unique combination of the following:
Volume Capacity: 55 Gallons, 53 Gallons, 1 Liter, 3 Liter, etc.
Wood Type: Oak, Elm, Beech, Cherry, Chestnut, Ash
Barrel Type: Rum, Bourbon, Scotch, Whiskey, Tequila, Cognac, Sherry, White Wine, Red Wine, Rye, Brandy
Equipment Types Fields
Ensure the Equipment Types that represent barrels have the following configuration:
Is Portable* = True
Is Barrel* = True
Capacity* = NOT NULL
Unit of Measure* = Volume UoM, likely Gallons or Liters
Barrel Type = NOT NULL
Wood Type = NOT NULL
Product* = NOT NULL (see Barrel Product)
Barrel Product
Create one non-inventory barrel Product per Equipment Type. This Product will be used on Purchases when buying barrels, and Invoices when selling barrels. The actual barrel inventory, physical location, and status of each barrel is represented on the Equipment record.
Barrel Product Setup
The barrel Products records will need the following configuration:
Products
Track Batch Codes = False
Product Types
Track Inventory = False
Store in Equipment = False
TTB Process Type = Not Set Yet
Ensure that the barrel Product OR the barrel Product’s Product Type is mapped to the correct Inventory Asset Account Maps & Income Account Maps.
Equipment
The actual barrel inventory, physical location, status, and condition of each barrel is represented on the Equipment record.
Equipment Fields
The barrel Equipment records will need the following configuration:
Equipment Name* = System generated as ‘Volume + UoM + Equipment ID’, but can be customized.
Location* = System set
Bin* = System set, represents inside of the barrel
Condition*
Char Level/Toast Level
Cost
Write-off Threshold - will prompt the user to write off existing liquid remaining in the barrel after a dump.
Equipment Location Bin - represents the physical Bin location of the barrel.