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BeveragePro

Software Overview

260 Avenue A SW
Winter Haven, Florida 33880
(863) 297-9293
www.beveragepro.com
sales@propaksoftware.com
BeveragePro
Feature Summary

In today’s competitive marketplace, pressures on profit margins, increasing government regulation,


and rising costs are critical factors effecting beverage operations. It is never more important to
have access to the information you need, when you need it! BeveragePro is an easy to use
software solution designed to enter the information ONE TIME during the workflow process to
optimize worker efficiency. BeveragePro provides the business information data with a click of the
mouse, enabling you to focus on the business decisions. “It’s all About Time”.

Welcome to BeveragePro. BeveragePro is an integrated software solution designed


specifically for the beverage based blending and bottling operation. Designed for bulk or
case good products, BeveragePro features an integrated order fulfillment system that offers
an easy to use, on-line, order processing browser with detailed inquiry capabilities for order
status, carrier arrivals, and lot control, which enables complete trace ability. It provides
direct access to quality control analysis for in-house quality control lab tests and USDA lab
testing. A comprehensive inventory management system allows users to access inventory
availability by Source, Product, and Containers (SPC) for bulk and standard inventory,
including a tank farm monitor that can track multiple owners. Radio frequency bar coding
tracks inventory movement for multiple facilities and warehouses for traditional or
consigned inventory for bulk and case good products. Work orders track the status of
blend activities, ingredients, packaging, and provides multiple costing methods and a multi-
level bill of material system. Optional, is a government-reporting module that provides
compliance for BATF government requirements, and a Commodity Receiving system.

BeveragePro Main Application Window

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BeveragePro

Order Fulfillment Main Application Window

BeveragePro’s Order Fulfillment system is designed to handle both bulk and case good
orders. The Work With Sales Orders screen gives complete access to every order and is
searchable by date, customer or order type. Users can choose their individual preferences
for what types of orders they would want to view. Because of the tight integration of the
inventory and shipping systems, the salesperson always has access to quantity on hand
and views to the fulfillment process. Pricing information is available at the users fingertips
for quick access for a specific customer, product, or promotion periods. The screen below
displays the work-flow orientation for users by giving the user accessibility to the SPCode
Inquiry function, Carriers Transportation, Shipping Applications, Customer Applications
and ProFiles.

Main Features:
Work with Sales Orders – Browser that allows for viewing of all types of orders.
Bulk Order Entry – Entry of all tanker, drum, or other bulk shipment UOM
Standard Order Entry – Allows efficient order entry of case goods
Carrier Arrivals – Access to updated information on carrier arrivals
Customer Applications – provides specifications and pricing information
SPCode Inquiry – Quick access to inventory information
Shipping – Quick access to the shipping application
ProFiles – Link to the Base PAK application that tracks the details of every contact.

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BeveragePro

The Work with Sales Order browser displays the status of orders by ship date for both
standard and bulk orders. Allows up to date reporting back to the customer.

Main Features:

Easy access to orders placed by ship date, customer, bulk or standard,


weighted or non weighted, and status. The user can set preferences that are
memorized by user name such as order status.
History – elapsed time tracking from the time the order is entered till the order
is shipped.
Copy – An order can be duplicated without additional data entry.
Move – The ship date may be changed without going into the order.
Notes – Keeps a note log by order
Print – Prints order summary

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BeveragePro
Bulk Order Entry

The Bulk Order Entry application allows for the capture of basic information such as:

Order detail – product, quantity,


customer purchase order
Extension – ship to and bill to
information
Rules – customer specific
document printing options
Pricing/cost – multiple pricing
and costing options. Inventory
pricing, customer pricing,
promotional pricing. Also tracks
allowances.

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BeveragePro
Standard Order Entry

The Standard Order Entry application, like the Bulk Order Entry application, allows for the
capture of basic information such as:

Order detail – product, quantity, and facility or location (where the product will
ship from.
Extension – ship to and bill to information
Rules – customer specific document printing options
Price – multiple pricing and costing options. Inventory pricing, customer
pricing, promotional pricing. Also tracks allowances.
Inventory allocation – displays inventory availability and allocation to order.
Charges – additional charges to the order such as pallets, etc.

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BeveragePro

Customer Applications

Via BeveragePro’s Order Fulfillment main menu, quick access is available to the Customer
Applications menu.

Main Features:

Customers’ blanket purchase order contracts


Keep track of customers’ products delivered to your facility for packaging or
shipment.
Track of customers’ manufacturing specifications and restrictions
Flexible product and customer pricing with product rules, allowances and
discounts based on boulen logic (>,<,=,*, etc) for the following:
o Ship Quantity
o Order Quantity
o Invoice Price
o Container Unit
o Rate

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BeveragePro

Shipping Main Application Menu

BeveragePro’s shipping applications menu offers easy access to all aspects of shipping
manufactured products.

Main Features:

Shipping control – logistics and load pick-up scheduling.


Pick and load orders – accurately and efficiently.
Internal pick orders – transfer of product between in-house facilities and re-
processing of product.
Receipts w/o purchase orders – enter receipts real-time.
Access to inventory via SPCode inquiry.
Monitor bar-code scanning activity.
Access to invoicing, purchase order entry, and profiles.

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Shipping Status

The Shipping Control application provides the following status of orders scheduled for
shipment on a particular day for bulk or standard orders. Bulk orders allow for weight
entry or can be integrated with digital scales.

Order status tracking


Captures the weight of shipment for bulk
Allows for printing of Bill of Ladings via PDF which can be emailed to
customers.
Easy access to pricing, arrivals, order detail and shipping notes with buttons
displayed on the bottom of the screen.

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BeveragePro
Pick & Load Orders

The Pick and Load Orders application is for entry of orders containing non-weighted
products such as drums and case goods. This application also provides to following:

Quick access to tracking the status of orders for picking, packing, shipped,
invoiced, etc.
Captures the weight of an order
Allows the printing of Bill of Ladings via PDF
Shipping Labels.

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BeveragePro

Manufacturing Application Main Menu

The Manufacturing system within BeveragePro is a full work order system, quality
control functions, including USDA score sheets. Work orders can be automatically
generated by order fulfillment or created for inventory and tracks all ingredients,
packaging, and costs. The Work with Work Orders browser is used to search for
work orders by day, SPCode, product type, production line, or shift. Every step of
the process, can be monitored by other users of the system and all score sheet and
quality control functions are available to the production manager.

Work with Work Orders – Add, Edit, and Display work orders.
Work Order Entry – Work Order entry screen that plans for every aspect of
production.
Production Reporting – Reports on all major production areas
Work with Score Sheets – Browser to view all active score sheets types
USDA Score Sheets – USDA Score Sheet application
Production Score Sheets – Internal quality test tracking
Quality Controls - Button for access to quality control functions like QC holds
and lot tracking

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Work Orders

Daily
or
Weekly
Views

The work order browser is designed to generate work orders based on orders and
specific product rules. Work Order schedules can be viewed daily or weekly and
production schedules can be organized in Excel and imported into BeveragePro
automatically. Products to produce can be sorted via SPCodes, by type, line,
and/or shift. Work orders can be copied, moved to another schedule date or
printed. The status of work orders can also be sorted for open, planned, active,
closed, and posted work orders.

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BeveragePro – Work Order TABS

The Work Order summary features for Properties tab screen:

Captures actual quantity produced


Allows for last minute changes of ingredients or packaging (substitutions)
On-line procedures for production of the product
Display of standard “bill of materials”
Display of conversions

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Ingredients TAB

Displays the ingredients to produce product. Allows multiple unit of measure,


planned production quantity, usage %, what warehouse it will be stored in, location,
and what lot number this product was produced from. Easy access buttons allow
the user to access costs, inventory availability, and the history of the work order.
Notes can be added to the work order and printed.

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Packaging TAB

Displays all the packaging required to produce the desired product. Actual produced, the unit of
measure, planned quantity, usage %, warehouse consumed from, and lot number. The TAB below
is the Bill of Material TAB and combines packaging and ingredients for easy BOM lookup.

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Specification TAB

The specification TAB allows score sheet types to be updated with tolerance ranges and is
integrated with the score sheet application system. The Procedure TAB below provides the ability
to enter text and graphics blending and packaging instructions and can be linked to a company
Intranet website for consistent products across multiple plants or blending facilities.

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Conversion TAB

Provides for multiple units of measure. Units are user defined as listed in the screen below.

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BeveragePro
In-House Lab Quality Control Score Sheet

The Work with Score Sheet application enables the setup of user defined quality control
test types such as Lab, USDA, and No Score. Formats and templates are defined with
score elements, specifications and tolerance levels. Products are assigned specific
formats and score elements. Specific quality elements can be averaged and then printed
on barcode labels for a wide variety of products such as drums, pallets, sholle bins, etc.

Up to 30 elements
and 99 Scores
Per Batch

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Inventory Main Application Menu

Inventory tracking is the heart of BeveragePro’s power to make your company more efficient. The
detail to which inventory is tracked is user definable. You can track each bulk or case product,
ingredients, packaging, labels, supplies, or anything else you want to track by company, facility,
warehouse, tank farm, or tank. In this system, the user has the option to search by Internal and
External item description, item number, cross reference number, Customer’s item number, or
SPCode. SPCodes allow products to be sorted by Source, Product and Container, and can
generate a “human readable barcode” that is easy to identify. BeveragePro’s Inventory
Management System is designed so that users can quickly look up a product no matter what
nomenclature they need to use.

Work with SPCodes – Setup of all inventory products with their characteristics.
SPCode Inquiry – Displays product on hand and what’s available to sell.
SPCode History – Detail history of transactions by warehouse.
SPCode Budget – History of budget and costing records for finished products
Work with Barcodes – List of products by production date and barcode
Barcode Adjustment – Transaction screen for adjustments
Shipping Applications – Icon for quick access to all shipping applications
Tank Farm Monitor – Product on hand in each tank w/access to transaction history.
Tank Farm Owners – Tank farm inventory tracking, by customer.

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Work with SPCodes screen – Properties Tab

An item in inventory can be tracked by its internal description, external description, old item
number, a cross reference number, or the customer’s item number.
Inventory type, Commodity, Class, and Business Sequence are all user defined categories
that identify what the product type is for fast searches and tracking. Simple radio buttons are
used for determining whether the product is a bulk or case good product.
“Keep Inventory by” Stock/Balances, Bar Coded/Serial#, or tank farm.
Tax Code and Proof for alcoholic beverages is not required, but they are used if an alcoholic
beverage company needs to track tax rates and proof levels for different types of beverages
for government reporting requirements.
Lot tracking can be done by FIFO or LIFO. If the product needs to be tested, it will require a
score sheet.
Prod./Inv. Denotes the conversion used to produce a pallet, for example, 100 gallons of
cider to make 1 pallet.
The Unit of Measure (UOM) section shows what measure the product is purchased, stored,
produced and then invoiced as.
The Warehouse section tells which facility the product is normally produced and shipped
from and is designated as the default location.

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Work with SPCodes screen – Extensions Tab

The Extensions tab holds critical quality control information for the product. For example, the shelf
life, the weight, cases per pallet, color, or whether it is a kosher product. Conversion factors are
tracked here such as Wine Gallon, pounds per gallon, and milliliters per gallon. Also, if it is
hazardous, all the critical information is applied. Finally, the minimum and maximum stock can be
regulated along with UPC code tracking.

Work with SPCodes screen – Costing Tab

The costing function in BeveragePro allows for budgeting of material, packaging, labor and
overhead costs. The budget is then automatically matched against the actual average costs
incurred producing the product. Clicking on the “Detail” button will allow you to view and change
your budgeting records for that product (below).

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SPCode Budget and Costing Screen

Provides for different costing methods and the ability to update costing records. Items can be
costed utilizing from/To dates and sort quickly by company, facility, and SPCode with the click of a
mouse for active, inactive, and pending costing records.

The pricing TAB function provides a default for order entry quantity, allocation method, price and
shipping facility.
• Product Pricing – Allows sales and UOM pricing with from/to dates.
• The “Customer Pricing” button allows products to be priced by customer and provides for
discount %’s, promotional pricing, and allowances.

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Purchasing Tab

Inventory purchased to produce the finished product can be tracked within the purchasing function.
The lead time needed, the minimum order, preferred vendor, and the last vendor the product was
purchased from is tracked. Three preferred vendors are displayed by ranking to provide the user
with multiple options to purchase any inventory type.
SPCode History

SPCode history allows the user to track historical transactions for items by warehouse and can be
sorted by date range and transaction types.

Displays the following:


• Warehouse stored
• Quantity on Hand
• Quantity on Hold
• Committed Sales
• Committed Production
• Quantity Available for Sale

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SPCode Inquiry

Inquiry functions allow the sales department to quickly view quantity available to sell and quantity
on hand. This is selectable by Source, Product, and Container (SPC), facility, warehouse, product
class, or customer item number.

The lower buttons display the following:


Detail – Displays balance and uncommitted sales detail
Verify – Verifies cycle count or actual spot floor count
Fold – Closes lower window.
Cost – Link to Budget and Costing Screen
History – Link to SPCode History Screen
Lots – Link to Lot Tracking Screen
Monitor – Single click button to access the tank farm monitor
Sales – Link to the Sales Order Tracking Screen that provides a quick summary of sales
order status, customer, order #, pick #, ship date, quantity, and balance on order.

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Tank Farm Monitor

The Tank Farm Monitor application allows managers to track products stored in tanks within the
farm.

The data tracked in the Tank Farm Monitor follow:

• Tank Number • Proof


• Ingredient • Acid
• SPCode • Ratio
• Balance • Start Date
• Remaining • Product Class
• Type of product • Commodity
• Product Lot • System Lot

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Tank Transactions

The tank transactions screen enables transaction entry of a product into or out of a tank. It also
keeps a running history of such transactions.

The buttons on the bottom of the above screen are described below:

• Adjustments – allow the entry of inventory adjustments with reason codes


• Cycle Count – physical inventory count – Stick or load cells
• New Turn – turns the tank, empties and creates transaction
• Tank Owners – ability to track multiple owners within a tank
• Lot Tracking – specific lot identification
• Transfer – ability to transfer to another tank for blending or other reason
• P.O. Receipt – Receipt of items or ingredients into a tank that was purchased from a
vendor.

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BeveragePro

Purchasing Application Main Menu

BeveragePro’s Purchasing application is fully integrated with Material Resource


Planning and Accounts Payable applications to automate the buying process. It
provides suggested purchase orders based on inventory min/max levels and MRP
for work orders and production. Included is a requisition management system with
buyer authorization levels and approval routing.

Work with Requisitions – PO requisitions with approval levels


MRP Suggested Purchase Orders – Material Requirements Planning looks
at all the inventory levels, production schedule, and products to be
produced (work orders)
Purchase Order Payments – matching of purchase order to receipt and
invoice by sending to Accounts Payable (3-way matching capability)
Work with Purchase Orders – purchase order display browser
Purchase Order Entry – actual purchase order entry
Receipts without Purchase Orders – bypasses receiving with a purchase
order – requires level of security as defined by company practice
Item returns – return of a receipted item back to a vendor
Stock issues - issued stock transactions of inventory items.
Profiles – quick access to name/address application

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BeveragePro

Requisition Entry

The Requisition Entry application allows the entry of stock and non-stock items.
Requisitions can be requested by user, department, and facility. Requisitions can
be routed to the buyer for procurement and products can be procured for a project,
such as a capital expansion. Products can even be procured from a customer and
in turn blended to make another product and then sold back to the customer. The
system provides for standard and blanket purchase orders.

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Purchase Order Entry

The Purchase Order Entry application allows for entry of purchasing information. PO’s can
be automatically generated from approved requisitions and can consolidate requisitions
into a single PO. The multi-tab folder allows the user quick access to order detail,
extension information (ship to), receiving information, and payment information. Partial
shipments can be received against PO’s and individual line item transactions and remaining
quantities are tracked. Lookup by vendor, SPC, or item # as illustrated below.

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BeveragePro

QC Applications Main Menu

The Quality Control functions in BeveragePro offer complete access to all quality
related functions in the system. Score Sheets are the heart of this system.
BeveragePro provides three types of Score Sheets. Production, Customer
Specifications, and USDA Score Sheet processing help companies maintain
consistent product quality and test tolerances. Production Holds flag inventory the
product does not meet either the customer or internal product quality standards. It
is also used for freeze times.

The majority of the applications on the QC Applications menu have been covered in
previous sections of this overview with the exception of:

Productions Holds – shows product that is on hold, why it was put on


hold , and when it is available for release
Bill of Materials – detail setup of finished product with all associated
components.

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Production Holds

The Production Holds application enables product to be put on hold, gives a reason for the
product being held, and displays when held product will be available for release. Product
rules (below) are user defined and items can automatically placed on hold for micro counts,
freeze times, etc.

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Lot Tracking

The lot tracking application provides for lot tracking by company and/or facility for manufactured
and purchased product. Any of data fields listed below can be entered and all lots associated with
the selection will be displayed. Highlight the records you desire and click Recall and all criteria
will be searched and a report will be produced with items, customers, etc.

SPCode (item #)
Production Date
Vendor Lot One
Lot #
Work Order # Click
Sales order # Recall !!
PO Receiver #
PO #
Daycode

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Bill of Materials

The Bill of Material application enables the entry of components of finished goods. This
browser will split apart the ingredients and packaging materials and will track the total cost,
packaging cost, ingredient costs using either average or a standard costing method. Bill of
materials can be printed and can require approvals depending on the business procedure
employed in your organization. It can also be used as a basis to create a new bill of
materials by utilizing the copy button and then the user can change a few ingredients or
packaging materials to create a new finished product.

Optional Application Systems

Accounting PAK Government Reporting


Business Intelligence Reporting – DI Diver Commodity Tracking & Receiving
Barcoding Solutions
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BeveragePro’s
Reporting & Business Intelligence

A Business Alliance
to bring the
Beverage Industry
The Fastest,
Easiest way
to provide Business
Intelligence on
your Desktop

260 Avenue A SW 3019 Holmgren Way Suite 202


Winter Haven, FL 33880 Green Bay, WI 54304-6310
Phone: (863) 297-9293 Phone: (800) 379-5899
Fax: (863) 297-9383 Fax: (800) 383-7151
sales@propaksoftware.com sales@dimins.com
www.beveragepro.com www.dimins.com

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Choose your Chart or Graph

Revenue by Geographic Area

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Product Cost by Quarter

Revenue by Region

Product Family Sales by Salesperson

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Product Family Sales by Salesperson

Revenue/Cost comparison for Lowest Volume Customers

Revenue/Cost Comparison for Lowest Volume Customers

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Product Cost by Quarter

P&L per Product by Salesperson

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