Overview
Sales are the lifeblood of every beverage business, but managing them can be complex. From tracking customer orders and shipments to ensuring regulatory compliance with alcohol distribution, a clear, reliable system is essential.
Beverage360 simplifies sales management by providing a centralized order and fulfillment workflow. Whether you’re selling directly to customers, distributors, or bonded facilities, you’ll have full visibility into what was sold, where it’s going, and how it impacts your inventory.
Key Features
Sales Orders
Create and manage sales orders for customers, distributors, or transfers.
Add line items for finished goods or semi-finished goods (for bonded transfers).
Automatically adjust inventory levels when orders are fulfilled.
Customer Management
Link orders to customer records for complete sales history.
Store customer details, including contact information and shipping addresses.
Integrate seamlessly with your Companies & Contacts in the Relations module.
Compliance-Specific Tools
Toggle Transfer in Bond (TiB) for bonded shipments.
Record TiB details such as consignee, TiB number, and transfer type.
Ensure all outbound shipments meet alcohol industry regulations.
Order Fulfillment
Track order status from creation through fulfillment.
Generate and download PDF order documents.
Email orders directly to customers or distributors from within the platform.
Real-Time Integration with Inventory
Automatically reduce finished goods stock when sales orders are processed.
Keep running balance ledgers up to date across all warehouses.
Ensure accurate COGS calculations by tying sales directly to inventory usage.
Benefits for Your Business
Streamlined Workflows: Handle everything from order creation to fulfillment in one system.
Inventory Accuracy: Never oversell — stock levels update automatically with each order.
Customer Insights: Build better relationships with a complete view of each customer’s order history.
Compliance Confidence: Built-in support for bonded and non-bonded sales.
Scalability: Manage small or large volumes of orders without losing visibility.
Why It Matters
Without a dedicated sales system, beverage producers often face:
Over-committing stock due to lack of real-time visibility.
Compliance issues with bonded transfers and reporting.
Lost customer data spread across spreadsheets and emails.
Inefficient workflows when creating or fulfilling orders.
Beverage360 solves these challenges with a sales solution designed for the craft beverage industry, ensuring every order is accurate, compliant, and connected to your inventory.
Frequently Asked Questions
Q: Can I create sales orders in Beverage360?
Yes. You can create, manage, and track sales orders for customers, distributors, or bonded transfers.
Q: Does the system automatically update inventory when I sell something?
Yes. Finished goods inventory levels are reduced automatically when sales orders are processed.
Q: How does it handle bonded transfers?
Sales orders include a Transfer in Bond (TiB) toggle, which unlocks consignor, TiB number, and transfer type fields for compliance.
Q: Can I send customers a copy of their order?
Yes. You can generate PDF order documents and email them directly to customers or distributors.
Q: Does Beverage360 store sales history by customer?
Yes. Every sales order is tied to a customer record, so you can review full order histories and trends.