Watch this webinar to find out more about the new and updated features and find out how these enhancements can help you and your business.

Transcript

3:51
We are recording this, so, feel free to ask questions, but we are, we are recording OK, so, can you see the Bevica demo screen?

4:02
Yes, OK.

4:05
So, the first thing we wanted to show you was that Microsoft have done a bit of work on changing the way that the ribbons work on the software. So, they’ve tried to tidy it up. So, this is the older version, where, for example, on posting and release, you click into it and then you click Release. If you want to get access to what they’re calling, the Modern Action Bar.

4:33
You go to Feature Management.

4:37
You type in what you’re looking for, So, modern.

4:41
So, Modern Action bar, then you click on Try It Out, so you can see how it works.

4:47
And this, you can, you can switch on and off until Q2, is a year off the next, after, which they’ll force everyone to go onto this new action bar, so you can decide if you want to use it or not. And when you click on Try it out.

5:03
It just changes the look and feel of the the option, say, for example, now, if I click, you can see that there’s, they’re all a bit tighter and I can click release directly or I can click the drill down and pick from any three options. So, I think they’re trying to just make it a bit more compact and easier to get to places, so users will notice the difference, and we will have made a few changes to the Bevica options.

5:31
Kinda behind the scenes to make it fit with this new way of working.

5:37
OK, the next thing that we’ve done, is being able to set duty status by location.

5:46
If I go to a location and, for example, Run by Fuchsia Location, you’ll see that here in the allowed duty status, I’ve got the option of Blank Means due to financial aid, or I can set specifically Duty Free or Duty paid.

6:07
You set that at the location level.

6:10
Then, for example, if I did a purchase order.

6:15
For the fuchsia location, so let me do a quick one.

6:31
Let me say it’s Duty Free, oops, let me come down here and change the location.

6:41
Put a product in.

6:47
Now, when I try, and if I try and release, oops where’s release, release is there, I get an error message saying that, I can’t do that because it doesn’t match the criteria against the location so that.

7:04
Sales, orders, purchase, orders, transfer orders, everything except the item journal. At the moment, we left the item journal open so that potentially you could fix errors.

7:19
Right, next thing is sales document type codes.

7:24
So, if I go to a Sales Order.

7:29
Create a new order.

7:39
Further.

7:42
Pickled egg pub, we have the option here on, on the side of sales, document type.

7:50
So, this can be, primarily, this, at the moment, is used for reporting.

7:55
But, what you can also do is you can set defaults against each type, that when you add it to the order, it’ll set the location, the customer price, group, and the discount group. If they’re different from what’s come across the standard from the customer, if you leave it blank, a won’t make any changes at all.

8:15
So, for example, if I made this one withdrawal type order, whoops, isn’t what I wanted.

8:23
Say, I want to make a trade sale, and then I scroll down, you’ll see that it’s changed the price group and the discount group to whatever was on that particular status document type.

8:40
We’ve also got a sales identifier that we’re using to manage functionality and assistance at the moment if you have the cellarage extension in the system.

8:51
This is how the system knows or knows that it’s a cellarage type document.

8:58
Then, that information is held on the header and the lines say, so if I put a product in.

9:09
Quantity in.

9:12
Then, I do a zoom on the line.

9:18
And I look for the product. You’ll see that in this particular case, the document type, it knows the document type from the header. So, if you’re doing reporting of your posts, that invoices or you’re exporting stuff.

9:29
That information is also basically reports on it.

9:37
So, that was sales document types.

9:40
The next thing that we’ve done a bit of work on is item groups.

9:46
So, if I go to my item list.

9:51
You’ll see here that we’ve got an item Group Code.

9:55
So, the idea of the item Group Code was to try and merge item sales together so you can have kind of a consolidated view or begin to have a consolidated view of product sales against your items. So the idea is if I open up an item.

10:16
We have the code here on the header, so the way that it sets up in this particular environment, the group is the product, excluding the vintage.

10:26
Uh, but all for 75 centilitre, in this case, items.

10:32
I drill into that and select from the full list.

10:37
So, these are my item groups for my kind of fast-moving type products that moved from vintage to vintage. So, there were two things we can do with item group codes.

10:48
If we associate into all the items, then kind of, the most obvious thing that it gives us, it gives us an item group, M A T reports by the codes.

10:59
So, if I remove that filter there.

11:02
The fields are there.

11:04
So, what we’re looking at here is, oh, excuse me, a second.

11:09
I just need to change my settings, my work date.

11:21
Nuts, Cancel that. Just open it up again.

11:30
So, it’s, like.

11:35
Come here, remove the filter, so, we see them all.

11:41
So, now, you’ll see, we’ve actually got some figures for the sales, for all the items that are within each group.

11:48
So, if I click onto one of these, to have a look at the actual details, you will see that, on the item number, we’ve got different item numbers, because they’re all the same item group.

12:01
So, that’s quite useful if you know, for follow on vintages and the MAT report.

12:09
The other thing you can do with the item group codes, is to use them for forecasting.

12:15
So, again, because we know the sales of all these items beneath these items’ groups, we’ve written a routine that will create planning forecast, given some attributes that we’ve added here to the lines, and then that forecasts can be used on your requests.

12:34
Your, um, requisition, worksheets, suggest purchase orders. And the idea here, is that, that’s the code that identifies the group.

12:43
This field here, is the current item that you want to replenish.

12:48
So, if you had, you know, 4 or 5 vintages, you would populate this field with the latest vintage, because that’s the one that you want to create the purchase order for.

13:02
OK, hopefully that makes sense, right?

13:05
If I go back now to, look at some things we’ve added to Bevica set up.

13:15
In Bevica, sets up so we introduced quite a while ago, a number of these user defined fields.

13:24
So, these are blank fields on the item record that you can decide how you want to use them.

13:30
So, if you’ve got some miscellaneous way, you want to add information against the product that’s not already there.

13:36
You’ve got all these extra fields, say we’ve got lookup fields, Booleans, yes or no.

13:43
Number fields, and this is one that we’ve added recently, so the code field, so all you need to do is just type in kind of the name of the piece of information you want, then that will appear automatically on the item.

13:56
And you can start populating and using it in filters, and searches, and reports, and so on.

14:04
Inventory price list, so we’ve done a little bit of work on the inventory price list.

14:11
Feel free to ask questions, if you’d like you’re both muted at the moment, Nella has joined us. Hi Nella.

14:19
Feel free to ask questions.

14:20
There’s not a lot of us on the on the call, right?

14:24
So, what we’re doing, inventory price list, so the inventory price list is trying to summarize against an item. Certain price isn’t sites at an inventory levels.

14:38
If I get inventory price list set up.

14:42
So, I don’t know if you’ve played around with this, but the idea is that you tell the system for a number of columns on the list, how you want to filter pricing. So, you’ve got three pricing columns, and you have two columns for stock.

14:56
So, for example, in this, in this one here, I want the system to show me stock in my bronze, location, but only Duty Free. I want to see available stock as opposed to projected stock.

15:08
And then you can do similar things with the pricing, the new bits that we’ve added here.

15:14
In fact, we’ve added two things.

15:15
The first thing is the ability to tell the system whether you want to look at the prices and the costs either in the base quantity or in the sales unit of measure quantity. So, some people prefer to see it in cases. Some people prefer to see it in bottle. So, you can decide.

15:32
And it just changes the display when you, when you run the reports.

15:39
So, if I open up the inventory price list.

15:45
This is a routine that typically you would run overnight and it updates.

15:51
So here are all the prices, and the inventory, sorry, the price and the costs will be in the base, rather than the sales unit and measure.

16:00
But, again, I can change that on, in the set up, so everyone will see it either one or the other. And then the other quite neat thing we’ve done to this list is it.

16:09
we’ve added a sales quantity column.

16:13
So, by default, it’s hidden, so if you personalise.

16:22
And bring across sales quantity.

16:30
There we go.

16:31
So, by default, when you open it, it’ll show you all sales from all customers.

16:38
from year dot for that particular product. And like everything else in the system, you drill down on it and it shows you.

16:45
The actual entries that make up that figure.

16:49
But because it’s a flow field.

16:53
I can add my own filters to that particular fields. I can make it specific to a customer and a date range. So, here’s one I prepared earlier.

17:03
So here I’m looking at all the sales for the Salad Bar and Grill in the year 2019. So, you’ll see the figures here have changed.

17:12
Then if I click on that.

17:16
This will have filter it on that particular customer, and date range, so it makes it a bit more useful if you want it to have prices, and customer, kinda a little bit of customer information, all on, all on the same screen.

17:37
Next thing we have is a little tweak. We’ve done two descriptions on item ledger entries.

17:46
So, if I go to my item list and then look at the item ledger entries, for.

17:55
This products.

17:59
So, look at the item ledgers.

18:01
So, this might, this is the scenario where you might have receipted a product, um, but there’s something unique about that product that you want to add to it, but you, it’s not a rotation number, if it’s not the best before date. It’s just a little snippet of information.

18:16
So, what you can do is find the receipts that you did, say, if I highlight that one, and then do actions, functions, item ledger, entry, edit.

18:28
So, this screen here is where you can also change rotation number best before dates, if you want.

18:34
But, it also lets you change the description on the line.

18:38
So, you’re not changing any posted information, Anything financial. It’s literally just the ability to add a little piece of information on the item entry.

18:48
So, let’s just maybe, I wanted to record that it came from a particular parcel. There’s something unique about it that I want people to know about.

19:01
You save that there.

19:02
And then, when I close this, you’ll see that it updates that particular description just on the item ledgers. So that, in itself, is quite useful.

19:12
But you can also use that when you’re placing a sales order.

19:17
So, if I create a new sales order, you?

19:27
Err create it for.

19:33
Pickled eggs.

19:36
Pickled egg pub.

19:47
Do it that way.

19:51
Then, I create.

19:55
I could align.

20:01
So, I’m ordering one of that, the functions Bevica reservations Bevica reservations, I want to assign that to an item ledger entry.

20:12
You’ll see here on the description, we’re copying across the description from the item ledger entry.

20:18
Over.

20:20
To hear the reservation, so I’ve got a little bit more information as well as rotation number, best before dates if I want to. So, it’s kind of a light version that’s of these fields here.

20:30
And if I had change the description on the purchase order, the purchase order here, it would also have that specific description That’s on the, on the purchase order line. Again. Just trying to make it a bit easier to understand, potentially what you’re what you’re ordering if it’s if it’s unique.

20:47
So, here I

20:48
Select that, and now it’s reserved against that particular item at your entry with that piece of information.

20:58
OK, so the last thing I wanted to show you was a little tweak we’ve done on Purchasing.

21:08
So, if I go to purchase orders, do a new purchase order.

21:17
For my French supplier.

21:21
Now, down here, as standard, you have an option to select Items.

21:27
So, if I click that, this opens up the full item list of every single product that you’ve got that isn’t blocked or blocks for Purchasing.

21:39
But, to try and make things a little bit easier, we’ve added a new option called select vendor items, that does the same thing, but it filters it on the items that you’ve said you buy from that particular supplier.

21:52
So, this is hopefully a shorter, more manageable list. So, what you can do here, for example.

21:58
You can try and start finding the products you want.

22:05
If they want a few of them, you can just click on a few, say OK, and then it adds those automatically, to the purchase orders.

22:14
You can also, the same way that you have favourites or wine lists.
22:19
On the customer side, you can create favourites or wind lists on the purchase side, which is kind of a predefined list that you can bring across automatically when you create the purchase order, but this is like a halfway house.
22:32
Where, you’ve got a bit of filtering that kind of just makes it that little bit easier to find the products you want on, on the purchase order.
22:44
OK, that was the whistle stop tour of some of the kind of the new features we’ve added. The next release we’re going to do on Bevica

22:55
is planned for this month and it’ll be kind of our phase one of Exceller and Commission ordering where we can start making it easier to create sales orders and associated purchase orders for Exceller, orders and Commission orders.

23:12
So, you’ll get a notification when that gets released with the fresh desk link on how to manage that, and then the next time I do this, I’ll talk people through how that, how that works.

23:27
Any questions?

23:42
OK

23:45
Oh, there’s a question?

23:50
OK.

23:53
Uh, OK, so if there are, if no one has any questions or wants to put anything in the chat.

24:04
Then we’ll, we’ll wrap it up.