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Beverage Pro Overview
Beverage Pro Overview
Software Overview
260 Avenue A SW
Winter Haven, Florida 33880
(863) 297-9293
www.beveragepro.com
sales@propaksoftware.com
BeveragePro
Feature Summary
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.
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:
The Bulk Order Entry application allows for the capture of basic information such as:
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.
Customer Applications
Via BeveragePro’s Order Fulfillment main menu, quick access is available to the Customer
Applications menu.
Main Features:
BeveragePro’s shipping applications menu offers easy access to all aspects of shipping
manufactured products.
Main Features:
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.
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.
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
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.
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.
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.
Provides for multiple units of measure. Units are user defined as listed in the screen below.
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
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.
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.
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.
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).
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.
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.
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 Tank Farm Monitor application allows managers to track products stored in tanks within the
farm.
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:
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.
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.
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:
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.
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
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.
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