BrewMan V7 Setup Guide
Setting Up BrewMan V7
Thank you for signing up to BrewMan V7. This guide will take you through the setup of your system and will have you up and running in no time.*Please contact support@premiersystems.com to guide you through the setup process, we are here to help!*If you want to test any of BrewMan's features befor...
1: Company Setup
Go to Administration - Your Company - Company SetupYou will have two collapsible fields, Company Details and Annual Beer Production Figures. Click the Edit button in the bottom right to make changes.The Company Details are the details about your business that you wish to have displayed on your in...
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...
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...
4: Importing Data
This guide assumes that you are importing your data in bulk. To add individual new items or for more detail on all the relevant fields, please see the guides below: How to Add Suppliers and Manufacturers How to Add Materials How to Add Products How to Add Price Lists How to Add Custome...
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 identifiable nam...
6: Adding Stock Levels
Before any orders can be placed, you will need to enter the stock for your Materials and Products. To start this process, go to Stock > Stock Movements > Stock Adjustments , then click Create Stock Adjustment. Fill in the Adjustment Details : Duty Record - This will dictate how the adjustment ...
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, ...
8: Setting up Distribution
The Distribution menu allows you to manage your vehicles and organise your deliveries and couriers.To add a vehicle, go to Fleet Management and click Create Vehicle in the bottom right corner. As well as storing information about your vehicles, the system will utilise the following fields to auto...
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...
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 ...
System Setup
Go to Administration - System Setup.All fields have a small edit button in the top right to edit that specific field.Currency - this allows you to dictate how you are shown all currency in the system.Bottle Deposit - this is for enabling the bottle deposit scheme.Credit Limit - setting a credit l...