BrewMan V7 Help Guides
How to Manage your BrewMan Subscription
How to Manage your BrewMan SubscriptionOn any page in BrewMan click your initials on the header in the top right corner.Click Your Subscription.On this page, you will be able to see the current amount of concurrent users allowed on the system. Use the + and - to edit your subscription. You can ha...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
How to: V7 Page Usability
This is a list of helpful tips and tricks to help you whilst using various pages on BrewMan.Editing Grid Pages:On BrewMan pages that display information in a grid layout such as the Outlets or Orders pages, you can rearrange the order in which grids are formed, as well as resize the columns and s...
BrewMan Glossary
ABV - Alcohol by Volume.Accounts department number - Sage account department number.Active Journeys - Currently in Progress - Deliveries that have not had the route ended on your system via the distribution app or the distribution menu.Allocated Stock - When stock has been pre-allocated in either...
Outlet Credit Balance
Outlet Credit Balances will automatically pull in from your accounts package if your accounts package is web-based and is integrated with BrewMan such as Xero, QuickBooks and Sage Online.For this feature to work:Outlet Codes must match the customer account number on Xero.The Outlet Business Name ...
How to: USA TTB Reporting
BrewMan will automatically generate your Brewer’s Report of Operations form for TTB in the system. To make this accurate, you will need to accurately use the Sales, Production and Stock functions.To access the report, go to Duty - Brewers Report List and click Create Brewers Report in the bottom ...
New Duty Guide for 1st August 2023 Changes
To use the new duty menu go to Duty - New Duty Return List.In this page, click Create Duty Return. You will be taken to the next page to enter fields such as your HMRC Reference Number and Brewers Account Number (these two fields will automatically generate for every return moving forward).If you...
Tasks
10: CRM, Task & Leads Settings
CRM Settings Before using the CRM functions in BrewMan, you will need to configure your Settings.Go to Administration - Settings - Contacts - Communication Subjects.Subjects are used when logging communication with Outlets, allowing them to be quickly categorised by topics. These can be anything ...
Tasks: How to Create and Manage Telesales Lists
Tasks can be utilised by a sales team to organise their Telesales For full detail about Tasks in general, please see our other guide, Tasks: How to Create and Complete TasksCreating a Telesales List.In order to make Tasks useful for Telesales, make sure there is a Queue set up specifically for it...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
Sales
How To Enter Orders
Once you have orders from your customers, you can enter them into the system. You can do this in multiple ways:1: Go to Sales - Orders and click Create Order in the bottom right. 2: Go to Contacts - Outlets and click the three-dot menu next to a customer and click Create Order. 3: Use the Search ...
How to Create Credit Notes
When you need to enter a Credit Note for an Outlet, go to Sales - Credit Notes.Here you will see a list of all the previous Credit Notes created. To create a new one, click Create Credit Note in the bottom right of the screen.Create Credit NoteAny field with an asterisk (*) is mandatory and needs...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
Lead Settings
Lead SettingsBefore using Leads in BrewMan, you will first need to configure your Settings. Lead Loss ReasonGo to Administration - Settings - Tasks and Leads - Lead Loss Reasons.Lead Loss Reasons allow you to tell BrewMan the reason where/why a lead has been lost. You will have the option to add ...
Leads & Leads Pipeline
Once Lead Settings have been set up, you can begin to utilise Leads. For help with the Settings click here.Leads will help keep track of prospects, allowing you to move leads along the Pipeline until they become an Outlet in BrewMan. This will allow you to log communication, create tasks and keep...
How To: Sales Visits
All Fields with Asterisks(*) are mandatory and must be filled to complete the associated page.If further support is required, please contact the support team using the email: support@premiersystems.comVisit Planning:Go to Sales - Sales Visits - Visit Planning.To schedule your day click Settings, ...
Contacts
Outlet Groups
Outlet Groups allow you to link Outlets to a head office for pricing and invoicing purposes.Click Create Outlet Group.As with individual Outlets , mandatory fields will be marked with an asterisk (*). These will need to be filled out before proceeding to the next card.The first card is Add Group ...
How to Add Suppliers and Manufacturers
You can keep a record of the suppliers and manufacturers you use within BrewMan. This information will be required for any Products and Materials that you enter into the system.To add a new supplier or manufacturer, click Create New Business. Select the Business Type and additional fields will sh...
How To Add Customers
To add individual customers to BrewMan, click Create Outlet at the bottom right of the Outlets page, in the Contacts menu. There will be fields marked with an asterisk (*), these are mandatory fields and must be completed before continuing to the next screen. The first card is Add Outlet Details....
10: CRM, Task & Leads Settings
CRM Settings Before using the CRM functions in BrewMan, you will need to configure your Settings.Go to Administration - Settings - Contacts - Communication Subjects.Subjects are used when logging communication with Outlets, allowing them to be quickly categorised by topics. These can be anything ...
CRM - How to Log Communication
Before using CRM functions in BrewMan, you will need to configure your Settings. For full instructions, visit our help page: 10: CRM and Task SettingsOutlet CRM Screen:Go to Contacts - Outlets and click on an Outlet to open it. Alternatively use the Search bar at the top of the screen.The CRM tab...
Tasks: How to Create and Manage Telesales Lists
Tasks can be utilised by a sales team to organise their Telesales For full detail about Tasks in general, please see our other guide, Tasks: How to Create and Complete TasksCreating a Telesales List.In order to make Tasks useful for Telesales, make sure there is a Queue set up specifically for it...
How to: One for Free Discounts
You can set up Outlets with One For Free discounts within BrewMan. These discounts work across multiple orders.To set up a One For Free discount, go to Contacts - Outlets, select the desired outlet and go to the Pricing tab. Click into the One For Free tab and click Add New. Add a Description ...
Outlet Credit Balance
Outlet Credit Balances will automatically pull in from your accounts package if your accounts package is web-based and is integrated with BrewMan such as Xero, QuickBooks and Sage Online.For this feature to work:Outlet Codes must match the customer account number on Xero.The Outlet Business Name ...
Stock
How To Manage Stock - Transfers and Adjustments
How To Manage StockBefore contacting your customers or placing any orders, you may want to see what stock is available for sale or make stock adjustments and transfers. Products In StockGo to Stock - Products In Stock.On this screen, you can see all products and the stock levels in your different...
How To Create Purchase Orders
Go to Stock - Purchase Orders and click Create Purchase Order in the bottom right corner of the page.Fill out the Purchase Order details: Supplier - Choose which Supplier you want to send your Purchase Order to. Delivery Stock Location - Select which Stock Location that your items will be de...
How to Add Materials
Materials are the ingredients and items used in the manufacturing of your Products, such as hops, malt, and packaging.Click Create New Material in the bottom right corner.The first card will show the Material Details. You must fill out any fields marked with an asterisk (*) before you can proceed...
How To Add Products
Products are the goods that you will be selling to customers. These are found under Stock - Products.You will want to set up your Product Brands before the finished Products. A Product Brand groups together Products for reporting and labelling. These would commonly represent a liquid that is sold...
How to Perform a Stock Take
Stock Takes allow you to make sure that your live Stock in BrewMan matches the amounts in real life and can be done at any time. You can choose to do a full Stock Take for a Stock Location or you can perform it only for certain Stock Types , Stock Groups and Suppliers.When counting stock, any ite...
How to: Stock Requirements
Stock Requirements will allow you to see if you have enough Materials/Products to produce your planned Batches and Assemblies. It will also highlight shortfalls and help produce Purchase Orders if required.Go to Stock - Stock Requirements.By default, the list will show all your Planned Recipes an...
How to: Stock Replenishment
The Stock Replenishment screen displays any Materials / Products that have fallen below their Re-order Level and helps you create Purchase Orders to restock them.To use this function, you will need to open a Material, go to Purchasing Details and click Edit. Click on the ' -' under Re-order Le...
How to: Product Brands
Product Brands allow you to group Products by their shared branding.Product Brands can be assigned when creating new Products as well as be added to existing Products within their Sales Details or with a Bulk Data Update. Go to Stock - Product Brands. Click Create Product Brand and enter the foll...
How To Print Labels.
In BrewMan, you can print off two main types of labels.Returnable Labels: These labels are for items that are in returnable containers such as casks. They show key information for your customers such as the Product Name, Tasting Notes and Allergy Information. These containers should have a perman...
How to: Future Transactions
Future transactions allows you to see where your outgoing and incoming stock is allocated, it links the date and the transaction type as well as the transaction number and quantity of the stock that is involved.To find Future Transactions go to Stock - Future Transactions.The drop down menus allo...
How to: Auto-Assemble Products
You can now set up Auto-Assembled Products within BrewMan. They are assembled from other Products in the system such as a mixed case of different bottles.They use the stock of other Products in the system once the order for them has been posted to accounts.To set up a new Auto-Assembled product, ...
How To: Stock Transactions
The Stock Transactions page shows all transactions that have affected Stock Levels in your system. There are manageable columns which you can edit to show the relevant information to you. *All the information provided on this page is completely customisable.*You have the option of selecting a spe...
Materials in Stock
The Materials In Stock can be found under the Stock tab. The Materials In Stock page can be used to monitor your material stock. In the screenshot below, it shows the Available Stock (What is In Stock minus what is Allocated), In Stock (the actual amount of stock including Allocated) and your All...
Products in Stock
The Products In Stock page can be used to monitor your product stock. In the screenshot below, it shows the Available Stock (What is In Stock minus what is Outgoing), In Stock (the actual amount of stock including Outgoing) and your Outgoing stock (stock that is already allocated to Orders etc). ...
Distribution
Fleet Management
The Fleet Management page used to create your delivery vehicles in the system and record important information about them.To create a new vehicle follow:Distribution - Settings - Fleet Management, then click Create Vehicle.The two compulsory fields are: *Vehicle Name - This will be the display ...
How To Plan Distribution
Once your Orders are in the system, you will need to plan your Distribution.For Orders that you will deliver with your own Vehicles , Go to Distribution - Delivery Planning.Select the Date you would like to plan in the top right corner. This will show today’s date by default. The screen will then...
How To Process Distribution and Post to Accounts
Once your Orders have been distributed you will need to resolve any delivery issues, mark successful orders as complete and post the Orders to your integrated accounts package.Go to Distribution - Distribution ProcessingOn the To Be Processed tab you can see the Distribution Status of all Orders ...
How To: The Distribution App - Delivery
Once the Distribution App has received the order information, it can be used offline without an internet connection until orders have been distributed, at which point it requires a connection to update BrewMan. If the app is used with an internet connection, it will automatically update BrewMan w...
How To: The Distribution App - Collection
Click Distribution App at the bottom of the main menu in BrewMan to access Collections. This will open a new window, the app is designed to be used on a mobile device or a device that has a camera so that QR codes can be scanned for traceability. The Collections screen will show a list of Outlets...
How to: Distribution App - Courier
Click the Distribution App at the bottom of the main menu in BrewMan to access Couriers. This will open a new window, the app is designed to be used on a mobile device or a device that has a camera so that QR codes can be scanned for traceability. The Courier List will show all Couriers that are ...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
Delivery Services
The Delivery Service tab allows you to create an automatic charge for delivery on orders you make within a Delivery Area or against an Outlet or Outlet Group.Create Delivery ServicesGo to Distribution - Settings - Delivery Services.Click Create Delivery Service. Enter the relevant information to ...
How to: Pallets
First, you will need to make sure you have the correct pallet sizes, the default pallets can be found by going Administration - Settings - Other - Pallet Types.Click Create Pallet Type if needed, add a Pallet Name, Weight and choose if it will be the Default Pallet Type.Once an order is created, ...
Distribution Schedule
Go to Distribution - Settings - Distribution schedule.The Distribution Schedule page is used for the set up of Delivery Areas, and the days of the week that this service can be used for distribution.To edit the tables, use the small Edit button in the top right corner of the table. This allows yo...
Couriers and Collections
The Couriers and Collections page can be found by going to Distribution - Couriers and Collections.This page has two separate tabs at the top seen below in the screenshots, it allows you to swap between viewing orders for collection and for couriers for the input date. On this page you can view t...
Active Journeys
To find the active journeys page, go to Distribution - Journey Log.This page is identical to the journey log page except it is for Active Journeys currently so there is no date range to be input.It shows the status of the journey, when the journey has been started, who started the journey, what v...
Journey Log
To find the Journey Log, go to Distribution - Journey Log.This is where you can report on a given date period for the logs of any journeys that have been completed. It shows the status of the journey, when the journey has been started, who started the journey, what vehicle this journey is assigne...
New Delivery Planning
Before we get into the help-text on this new page, any and all feedback is welcome and we look forward to hearing what you have to say!The overall process is still the same these are the main differences highlighted and how to use them.Changes to the new delivery planning:On the new delivery plan...
Production
How to Package Products
How To Package ProductsBefore starting the packaging process, the Product that you are creating must be set up in the system. If you haven't set up your Products, please use this guide: How to Add ProductsCreating a New Packaging Process To create a new Packaging Process, please follow this guide...
How To Print Labels.
In BrewMan, you can print off two main types of labels.Returnable Labels: These labels are for items that are in returnable containers such as casks. They show key information for your customers such as the Product Name, Tasting Notes and Allergy Information. These containers should have a perman...
3: Production Setup - Vessels, Maintenance and Quality Control
3: Production Setup - Vessels, Maintenance and Quality Control.Before using the Production functions in BrewMan, you will need to configure your Settings.Vessel Types are used to categorise groups of Vessels. For example, we would group together our holding tanks, stills and fermenters into their...
5: Production Setup - Recipes & Packagings
5: Production Setup - Recipes & Packaging'sCreating A RecipeA Recipe in the system specifies the Ingredients, Process and Quality Control needed to create a Batch of a Material.Go to Production > Recipes and click Create New Recipe.1: Recipe Details.Recipe Name Enter an easily identifia...
How to Start a Batch in Production
There are three main ways to start a new Batch in the Production menu.1: Go to Production - Vessel Summary and click Actions under the vessel, then click New Assembly. 2: Go to Production - Recipes and either click Start Batch in the three-dot menu or after opening a Recipe. 3: Go to Production...
How to Use Ingredients in Production
Once you have started a Batch, you will need to record the Ingredients you are adding.Go to Production - Vessel Summary, click Actions on the relevant Vessel and select Add Ingredients.Alternatively, go to Production - In Progress, click on the Batch to open it and click Use Ingredient. You can a...
How to Record Quality Control Test Results
How to Record Quality Control Test ResultsIn order to record the results of Quality Control Tests, you will need to have created them in Settings first. To find out more, please click here. Go to Production - Vessel Summary, click Actions on the relevant Vessel and select Record QC Test Results.A...
How to Make Vessel Movements
Once you are finished with a Vessel in Production, you will need to tell the system that the liquid has been moved.Go to Production - Vessel Summary, click Actions on the relevant Vessel and select Add Vessel Movement. Enter the *Volume Leaving the Vessel. Select either Estimated Vessel Volume...
How to Empty and Remove Vessels from Assembly
Once you have made a movement from a Vessel, you may want to specify to the system that it is now completely empty. Go to Production - Vessel Summary, select Actions on the Vessel in use and click Empty Vessel, then click OK to confirm.If you are no longer using this Vessel for its current Batc...
How to Record Vessel Maintenance
Once you have emptied and removed a Vessel from an Assembly, you can record a Maintenance Process against it. This is commonly used by BrewMan customers to maintain cleaning records in the system for health and safety or food standards audits.To do this, you must have created your own processes i...
How to Output from Vessels
Once you have finished making a Batch you will need to record in the system what has been produced.You can either Output to a Package, Stock or a new or existing Batch.Go to Production - Vessel Summary, click Actions on the relevant Vessel. From here you can output from the vessel or open the Ass...
How to: Outputting By-Products
Within a recipe assembly, you can output By-products. This allows you to output a different material or product from the material produced by the recipe such as yeast from a beer recipe or feints from a gin.To do this, either go to Vessel Summary, Actions and click Add By-product Output or go to ...
How To: Ageing Casks
Go to Administration - Settings - Ageing Casks. Here you will see:Cask Type - List the different variations of casks you have. For example, whisky casks.Cask Sub Type - Sub type enables a further breakdown of types, for example bourbon or scotch casks.Cask Sub Location 1 - This setting will allow...
How to: Vessel Scheduling
System Setup:To begin using vessel scheduling you will first need your initial Production Settings done, you should also have your Recipes and Packagings created in the system.For existing BrewMan users, we have a new setting called Vessel Capabilities you will need to set up, go to Administratio...
Accounts Link
7: Set Up Integrations
BrewMan can integrate with different accounts packages and sales tools. This will take you through the setup of each one.For full articles on each integration, follow these links: Accounts : Sage Quickbooks XeroSales: WooCommerce Shopify Sellar SIBA Beerflex Square Zettle EPOS Now Accounts Xero, ...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
How To: Integrate Xero
XeroBrewMan can send across customer and supplier information, along with invoices, credits, and purchase orders. Some codes will need to match those in your accounting software. These codes are explained in more detail in the setup guide: Credit Terms VAT Codes GL Codes - These will be the acco...
How To: Integrate Quickbooks
QuickbooksBrewMan can send across customer and supplier information, along with invoices, credits, and purchase orders. Some codes will need to match those in your accounting software. These codes are explained in more detail in the setup guide: Credit Terms VAT Codes GL Codes Material Code Pr...
How To: Integrate Sage
BrewMan can send across customer and supplier information, along with invoices, credits, and purchase orders. Some codes will need to match those in your accounting software. These codes are explained in more detail in the setup guide: Credit Terms VAT Codes GL Codes Material Code Pr...
How to: Lexoffice Integration
*Please note that once items are posted from BrewMan to Lexoffice, Brewman cannot post any subsequent changes to Lexoffice. Any changes will need to be made inside your Lexoffice.*To begin, go into the Integrations menu and activate Lexoffice. Here you will be asked for an API key which can be fo...
Pricing
How to Add Price Lists
BrewMan can hold multiple Price Lists, for example, you may have a trade, retail, and club member Price Lists and each product can be included on multiple lists. Each Outlet is allocated to a Price List on the Pricing tab within the Outlet.To create a new Price List, go to Pricing - Price Lists. ...
How To: Update Prices
Price Lists are the basis for all your pricing in BrewMan. If you need to update an individual Product price, this can be done on its Pricing tab. However, if you need to update the majority of your prices, you’ll need to update the Price ListsGo to Pricing - Price Lists, then click on the Price ...
How to: One for Free Discounts
You can set up Outlets with One For Free discounts within BrewMan. These discounts work across multiple orders.To set up a One For Free discount, go to Contacts - Outlets, select the desired outlet and go to the Pricing tab. Click into the One For Free tab and click Add New. Add a Description ...
Price Finder
Go to Pricing - Price Finder.In the Price Finder, you are able to select the Outlet you wish to see pricing for and the specific product you wish to see this information for.You can also change the quantity to see pricing for larger quantities. This page will also show if this product has any dis...
Outlets with Special Pricing
To find Outlets with discounts or different pricing, go to Pricing - Outlets with Special Pricing.This page allows you to see any Outlets that have discounts set up. You can also filter down this list by choosing which Outlet Rating, Sales Area and Sales Code you would like to see.You can manage ...
Container Tracking
9: Container Tracking - Adding Containers
BrewMan allows you to track returnable containers so that you know where they are and can record when they’ve been returned.*You will need to be using our Permanent Labels so that you have valid tracking numbers. Please get in touch with Premier Systems to order these.*You can also Return contain...
How To Print Labels.
In BrewMan, you can print off two main types of labels.Returnable Labels: These labels are for items that are in returnable containers such as casks. They show key information for your customers such as the Product Name, Tasting Notes and Allergy Information. These containers should have a perman...
How To: Fill Containers
Filling Containers in BrewMan is the process of linking a container with a permanent label to a finished product. Please see Adding Containers for more information on adding the permanent labels to the system.This process does not update the stock in BrewMan but tells the system which product is ...
How To: Container Migration
To migrate containers from v6 to v7 you will navigate to: Container Tracking - Tracked V6 Containers. Click Migrate Containers button located at the bottom right of the page.A new screen will appear, enter the type of container you are migrating. Followed by typing or scanning the v6 Label and...
How To: Kegstar Tracking
Go to Administration - System Setup and enable the Kegstar Integration.You will then need to add the Kegstar Container Type to your Package Types.This can be done within Administration - Settings - Products - Package Types.You will need separate Package Types for all Kegstar Product sizes.As you ...
Duty
How To Calculate Duty
If calculating duty on beer, go to Duty - Beer Duty - Current Duty Dashboard.On the Current Duty Dashboard, select the date period you want to look at by clicking the Date at the top. It will default to the current calendar month.In the Duty Summary, any applicable duty will accumulate automatica...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
Change in Annual Production or Duty Rate
If your Production figures for the New Year are the same as last year then you do not have to make any changes. If your production figures have changed you should enter a new duty record with an "Effective Date" of the 1st January.When there is a Duty Increase, a new duty record should be entered...
How To: Australian Duty
General Information:All Fields with Asterisks(*) are mandatory and must be filled to complete the associated page.Bulk Update and Import - All of the information needed on these Products can also be bulk updated through Administration - Import - New Bulk Data Update/New Data Import. Please use th...
How To: German Duty
All Fields with (*) are mandatory and must be filled to complete the associated page.*All warehouses that store dutiable items will need to have a form filled out.*Plato Value is used in the Duty Audit as a determining field when finding areas of duty.*Bulk Update and Import - All of the informat...
How to: 2023 UK Duty Changes
The new rules will allow a reduced rate of duty for producers who produce less than 4500 Hectolitres of Ethanol each year. This replaces the former scheme where brewers who produced less than 60000 Hectolitres of beer used reduced rates. In BrewMan you can register the annual ethanol production i...
New Duty Guide for 1st August 2023 Changes
To use the new duty menu go to Duty - New Duty Return List.In this page, click Create Duty Return. You will be taken to the next page to enter fields such as your HMRC Reference Number and Brewers Account Number (these two fields will automatically generate for every return moving forward).If you...
Integrations
7: Set Up Integrations
BrewMan can integrate with different accounts packages and sales tools. This will take you through the setup of each one.For full articles on each integration, follow these links: Accounts : Sage Quickbooks XeroSales: WooCommerce Shopify Sellar SIBA Beerflex Square Zettle EPOS Now Accounts Xero, ...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...
How to: Sellar Integration
Sellar is the new trade ordering experience for suppliers selling directly to trade customers.BrewMan allows for the import of online orders created from the Sellar platform, meaning all of your stock, duty, and deliveries are kept in one place. To set up this Integration, go to Integrations and ...
How to: Integrate Shopify
BrewMan allows for the import of online orders created from your Shopify webshop, meaning all of your Stock, Duty, and Deliveries are kept in one place.*Before setting up the integration, you will need to ensure that your product SKUs in your Shopify shop match the Product Codes of your Products ...
How to: Integrate Woocommerce
WooCommerceBrewMan allows for the import of online orders created from your WooCommerce/WordPress webshop, meaning all of your stock, duty, and deliveries are kept in one place. Before setting up the integration, you will need to ensure that your product SKUs in your WooCommerce shop match the Pr...
How To: Integrate Xero
XeroBrewMan can send across customer and supplier information, along with invoices, credits, and purchase orders. Some codes will need to match those in your accounting software. These codes are explained in more detail in the setup guide: Credit Terms VAT Codes GL Codes - These will be the acco...
How To: Integrate Quickbooks
QuickbooksBrewMan can send across customer and supplier information, along with invoices, credits, and purchase orders. Some codes will need to match those in your accounting software. These codes are explained in more detail in the setup guide: Credit Terms VAT Codes GL Codes Material Code Pr...
How To: Integrate Sage
BrewMan can send across customer and supplier information, along with invoices, credits, and purchase orders. Some codes will need to match those in your accounting software. These codes are explained in more detail in the setup guide: Credit Terms VAT Codes GL Codes Material Code Pr...
How To: Integrate SIBA Beerflex
BrewMan allows for the import of online orders created on the SIBA Beerflex platform.Go to the Integrations menu, scroll down and Activate the Beerflex Integration.*FTP Server Address - Enter the FTP server address which is: ftp://ftp.siba.co.uk/*FTP Username - Enter your DDS Username*FTP Passwor...
How to: Integrate Zettle
Zettle by PayPal makes modern point-of-sale (POS) products designed to simplify every workday. Take payments and track every sale, all in one place.BrewMan allows for the import of Orders created from the IZettle platform, meaning all of your stock, duty, and deliveries are kept in one place. To ...
How to: Integrate EPOS Now
BrewMan allows for the import of orders from the EPOS Now platform meaning you can automate your order entry to keep track of your stock and duty payments easily.You will require the EPOS Now API app which can be purchased on the EPOS Now app store.You will also need to update the SKUs on your EP...
How To: Integrate Plaato
Plaato creates smart probes and sensors to aid in the brewing process. These tools can provide insights into key metrics like Specific Gravity and Temperature. The integration between Plaato and BrewMan allows these metrics to automatically be recorded in BrewMan without manual input.You can find...
How To: Integrate Square
Square helps millions of sellers run their business - from secure credit card processing to point of sale solutions to setting up a free online store.To set up Square, go to Integrations - Square (Activate).Before bringing orders into the system please ensure the below is matching:Products - Prod...
How To: Kegstar Tracking
Go to Administration - System Setup and enable the Kegstar Integration.You will then need to add the Kegstar Container Type to your Package Types.This can be done within Administration - Settings - Products - Package Types.You will need separate Package Types for all Kegstar Product sizes.As you ...
How To: Squarespace
BrewMan allows for the import of Orders created from the Squarespace platform, meaning all of your stock, duty, and deliveries are kept in one place. You will need to ensure that your product SKUs in your Squarespace shop match the Product Codes of your Products in BrewMan.To set up this Integrat...
Administration
How to: Manage Users
To view your users in BrewMan, go to Administration - Your Company - User Setup.You can have as many users as you require, it is your subscription that dictates how many people can log in at one time.Inviting a New UserTo add a new user, click Invite User in the bottom right corner. The email add...
How To Create Custom Documents
How To Create Custom DocumentsGo to Administration - Document Templates and click Create Template in the bottom right.Enter a Type such as Invoice or Credit Note and a Name for the document.If you click Choose Template , you can upload your own .docx file. This file must use BrewMan Tags to autom...
2: Configuring Settings
The majority of BrewMan is configured to your preferred Settings , such as units of measure and package types.The following Settings are required for basic set up: Contacts Credit Terms - these generate the due date for invoices and are passed to your accounts package. The name and setti...
How to Bulk Update Data
How to Bulk Update DataWhen you want to make bulk changes to data in BrewMan, it can be more effective and quicker to download the data into a spreadsheet, make the changes there and then Import it back into BrewMan. For example, you may want to make changes to all your Outlets or Products at onc...
How to Manage your BrewMan Subscription
How to Manage your BrewMan SubscriptionOn any page in BrewMan click your initials on the header in the top right corner.Click Your Subscription.On this page, you will be able to see the current amount of concurrent users allowed on the system. Use the + and - to edit your subscription. You can ha...
How To: Bottle Deposit Scheme
To begin setting up the bottle deposit scheme, go to:Administration - Your company - System setup.Go to Bottle Deposit, click Edit and toggle this to Yes.Redemption and Charge ItemsOnce this has been enabled you can begin setting up your Redemption and Charge Items. Go to Administration - Setting...
How To: User Permissions
User Permissions are used for security, to control who can use and view different areas of the system.To apply User Permissions in BrewMan you must first create User Roles and define which areas of the system can be viewed and edited by those with that role. You must then assign a user role to ea...
How To: Email from a custom address
Enabling this feature will allow you to send emails from one email across the whole system. For example, instead of “Noreply@premiersystems.com” you can send from a custom email such as “accounts@pluckybrewery.com”.Go to Administration -> Email Settings. Click Add Domain.Enter your Domain Name...
International Duty Systems
How To: German Duty
All Fields with (*) are mandatory and must be filled to complete the associated page.*All warehouses that store dutiable items will need to have a form filled out.*Plato Value is used in the Duty Audit as a determining field when finding areas of duty.*Bulk Update and Import - All of the informat...
How To: Australian Duty
General Information:All Fields with Asterisks(*) are mandatory and must be filled to complete the associated page.Bulk Update and Import - All of the information needed on these Products can also be bulk updated through Administration - Import - New Bulk Data Update/New Data Import. Please use th...
How to: South African Duty
How to: South African DutyAll Fields with Asterisks(*) are mandatory and must be filled to complete the associated page.If further support is required, please contact the support team using the email: support@premiersystems.comPackage TypesTo set up your South African Duty to be calculated correc...
How to: USA TTB Reporting
BrewMan will automatically generate your Brewer’s Report of Operations form for TTB in the system. To make this accurate, you will need to accurately use the Sales, Production and Stock functions.To access the report, go to Duty - Brewers Report List and click Create Brewers Report in the bottom ...
How To: Irish Duty
General Information:All Fields with Asterisks(*) are mandatory and must be filled to complete the associated page.If further support is required, please contact the support team using the email: support@premiersystems.comAnnual Production Figures:To set your annual production figures go to Admini...