Creating Customer Orders in the Brewery Module

Overview

Customer orders in BarSight track sales of your packaged products to restaurants, bars, retailers, and distributors. Orders handle pricing, deposits, taxes, and inventory deduction automatically.

Creating a New Order

1. Navigate to Brewery > Orders
2. Click New Order
3. Select the Customer from the dropdown (or create a new one)
4. Choose the Order Type:
   • Standard Order - Regular sales order
   • Preorder - Future orders for planned batches
   • Legacy Order - Historical sales from before using BarSight
5. Click Create Order

Adding Items to an Order

1. With the order open, click Add Item
2. Search for the product by name or use the dropdown
3. Select the Package Group (keg, case, etc.)
4. Enter the Quantity
5. Verify or adjust the Price, Deposit, and Tax
6. Click Add to Order

Repeat for additional items. The order total updates automatically as you add items.

Order Workflow

• Draft - Order is being prepared, inventory not reserved
• Confirmed - Order is confirmed, inventory is reserved
• Shipped - Order has left your facility, deposits are applied
• Closed - Order is complete, invoice can be generated

Pro Tip

Use the autocomplete search when adding items to find products quickly. You can search by product name, SKU, or even partial matches. Products with available inventory appear at the top of search results.

Learn More

For managing deposits on orders, see Processing Customer Returns. To handle issues with orders, check out Legacy Orders for recording pre-system sales.